Institutional Ownership Ishares Tr Msci Eafe Small Cap (SCZ)
This table provides information about the institutional ownership of Ishares Tr Msci Eafe Small Cap (SCZ). We have compiled data on the 813 institutions that hold shares in the stock, with a total of 105 Million shares, which have been reported (via 13F filing form) to have a value of $7.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
23,388
shares
|
$1.79 Million
0.66% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
23,360
shares
|
$1.78 Million
0.01% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
22,780
shares
|
$1.74 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
22,397
shares
|
$1.71 Million
0.07% of portfolio
|
Q2 2025
Reduced 6.98%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
22,244
shares
|
$1.7 Million
0.06% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
22,166
shares
|
$1.69 Million
0.03% of portfolio
|
Q3 2025
Added 116.72%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
21,777
shares
|
$1.66 Million
0.02% of portfolio
|
Q3 2025
Reduced 9.16%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
21,706
shares
|
$1.66 Million
0.04% of portfolio
|
Q3 2025
Reduced 10.3%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
21,441
shares
|
$1.64 Million
0.03% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
21,428
shares
|
$1.64 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 12, 2025 Q3 2025 |
21,080
shares
|
$1.61 Million
0.39% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Efficient Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
21,052
shares
|
$1.61 Million
0.09% of portfolio
|
Q3 2025
Reduced 12.91%
|
|
|
Trust CO Of The South
Greensboro, NC |
Oct 02, 2025 Q3 2025 |
21,035
shares
|
$1.61 Million
0.27% of portfolio
|
Q4 2023
New holding
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
20,964
shares
|
$1.6 Million
0.1% of portfolio
|
Q3 2025
Reduced 5.2%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
20,824
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2025
Added 28.22%
|
|
|
Stonehearth Capital Management, LLC
|
Oct 24, 2025 Q3 2025 |
20,753
shares
|
$1.58 Million
0.66% of portfolio
|
Q3 2025
Added 4.13%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 04, 2025 Q3 2025 |
20,520
shares
|
$1.57 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
20,410
shares
|
$1.56 Million
0.1% of portfolio
|
Q2 2025
Added 48.39%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 28, 2025 Q3 2025 |
20,408
shares
|
$1.56 Million
1.0% of portfolio
|
Q3 2025
Reduced 24.39%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Oct 29, 2025 Q3 2025 |
20,386
shares
|
$1.56 Million
0.54% of portfolio
|
Q3 2025
Reduced 13.76%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
20,315
shares
|
$1.55 Million
0.02% of portfolio
|
Q3 2025
Added 15.41%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
20,190
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2025
Added 96.17%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
19,998
shares
|
$1.53 Million
0.31% of portfolio
|
Q1 2025
Reduced 6.53%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
19,949
shares
|
$1.52 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
19,881
shares
|
$1.52 Million
0.15% of portfolio
|
Q3 2025
Reduced 13.22%
|
|