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 751 institutions that hold shares in the stock, with a total of 95.4 Million shares, which have been reported (via 13F filing form) to have a value of $5.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Jan 15, 2025 Q4 2024 |
19,260
shares
|
$1.2 Million
0.83% of portfolio
|
Q4 2024
Reduced 10.11%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
18,919
shares
|
$1.18 Million
0.18% of portfolio
|
Q4 2024
Added 346.52%
|
|
|
Tag Stone Capital, Inc.
|
Nov 08, 2024 Q3 2024 |
18,724
shares
|
$1.17 Million
0.66% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
18,704
shares
|
$1.17 Million
0.46% of portfolio
|
Q1 2023
Added 1.12%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
18,218
shares
|
$1.14 Million
0.87% of portfolio
|
Q4 2022
Added 15.71%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
18,168
shares
|
$1.13 Million
0.16% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
17,986
shares
|
$1.12 Million
0.22% of portfolio
|
Q3 2024
Reduced 17.95%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
17,933
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.28%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
17,680
shares
|
$1.1 Million
0.26% of portfolio
|
Q3 2022
Added 0.75%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
17,675
shares
|
$1.1 Million
0.05% of portfolio
|
Q4 2024
Reduced 16.34%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 29, 2025 Q4 2024 |
17,671
shares
|
$1.1 Million
0.6% of portfolio
|
Q3 2023
Reduced 5.09%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
17,636
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2024
Added 15.84%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
17,566
shares
|
$1.1 Million
0.37% of portfolio
|
Q3 2024
Added 6.73%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
17,541
shares
|
$1.09 Million
0.05% of portfolio
|
Q4 2024
Added 73.33%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
17,518
shares
|
$1.09 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
17,361
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2024
Added 10.21%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
17,129
shares
|
$1.07 Million
0.02% of portfolio
|
Q2 2023
Added 136.85%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
17,007
shares
|
$1.06 Million
0.19% of portfolio
|
Q3 2023
Reduced 6.96%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
16,990
shares
|
$1.06 Million
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
16,377
shares
|
$1.02 Million
0.02% of portfolio
|
Q2 2024
Reduced 6.13%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
15,656
shares
|
$976,308
0.38% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Harbor Group, Inc.
|
Jan 14, 2025 Q4 2024 |
15,611
shares
|
$973,501
0.21% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
15,530
shares
|
$968,450
0.07% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
15,115
shares
|
$942,571
0.13% of portfolio
|
Q4 2024
Added 6.56%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jan 28, 2025 Q4 2024 |
15,018
shares
|
$936,522
0.66% of portfolio
|
Q4 2024
Added 3.57%
|