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 |
|---|---|---|---|---|---|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
19,752
shares
|
$1.51 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Intergy Private Wealth, LLC
|
Oct 14, 2025 Q3 2025 |
19,711
shares
|
$1.5 Million
0.48% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
19,604
shares
|
$1.5 Million
0.45% of portfolio
|
Q3 2025
Reduced 5.13%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
19,507
shares
|
$1.49 Million
0.12% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Oct 24, 2025 Q3 2025 |
19,495
shares
|
$1.49 Million
0.88% of portfolio
|
Q3 2025
Added 6.96%
|
|
|
Pictet Bank & Trust LTD
|
Oct 21, 2025 Q3 2025 |
19,145
shares
|
$1.46 Million
1.77% of portfolio
|
Q2 2025
Reduced 8.96%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
19,071
shares
|
$1.46 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Nov 14, 2025 Q3 2025 |
19,065
shares
|
$1.46 Million
1.3% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
18,704
shares
|
$1.43 Million
0.46% of portfolio
|
Q1 2023
Added 1.12%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
18,475
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2025
Reduced 84.06%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
18,311
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2025
Added 80.83%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
18,218
shares
|
$1.39 Million
0.87% of portfolio
|
Q4 2022
Added 15.71%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
18,137
shares
|
$1.38 Million
0.45% of portfolio
|
Q3 2025
Reduced 6.62%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
17,861
shares
|
$1.36 Million
0.94% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
17,680
shares
|
$1.35 Million
0.26% of portfolio
|
Q3 2022
Added 0.75%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 30, 2025 Q3 2025 |
17,671
shares
|
$1.35 Million
0.64% of portfolio
|
Q3 2023
Reduced 5.09%
|
|
|
Berkeley, Inc
Boise, ID |
Oct 30, 2025 Q3 2025 |
17,612
shares
|
$1.34 Million
0.43% of portfolio
|
Q3 2025
Reduced 7.42%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 16, 2025 Q3 2025 |
17,258
shares
|
$1.32 Million
0.08% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
17,123
shares
|
$1.31 Million
0.33% of portfolio
|
Q3 2025
Reduced 9.86%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
17,106
shares
|
$1.31 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
17,007
shares
|
$1.3 Million
0.19% of portfolio
|
Q3 2023
Reduced 6.96%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
16,990
shares
|
$1.3 Million
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
16,988
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
16,602
shares
|
$1.27 Million
0.12% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
16,555
shares
|
$1.26 Million
0.05% of portfolio
|
Q3 2025
Added 10.65%
|
|