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 753 institutions that hold shares in the stock, with a total of 96 Million shares, which have been reported (via 13F filing form) to have a value of $6.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
15,115
shares
|
$954,814
0.13% of portfolio
|
Q4 2024
Added 6.56%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jan 28, 2025 Q4 2024 |
15,018
shares
|
$948,687
0.66% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
15,000
shares
|
$947,550
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
14,961
shares
|
$945,086
0.05% of portfolio
|
Q3 2022
Reduced 14.92%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
14,772
shares
|
$933,147
0.46% of portfolio
|
Q1 2024
Added 6.24%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
14,726
shares
|
$930,241
0.19% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Aletheian Wealth Advisors LLC
|
Oct 25, 2024 Q3 2024 |
14,723
shares
|
$930,051
0.61% of portfolio
|
Q3 2024
Reduced 20.42%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
14,712
shares
|
$929,357
0.02% of portfolio
|
Q4 2024
Added 63.14%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 28, 2024 Q3 2024 |
14,675
shares
|
$927,019
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
14,545
shares
|
$918,807
0.57% of portfolio
|
Q1 2024
Added 21.16%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
14,528
shares
|
$917,733
0.05% of portfolio
|
Q3 2024
Reduced 9.92%
|
|
|
Gfs Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
14,352
shares
|
$906,615
0.13% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
14,192
shares
|
$896,508
0.02% of portfolio
|
Q4 2024
Reduced 4.48%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
14,137
shares
|
$893,034
0.02% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
13,724
shares
|
$866,945
0.19% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
13,709
shares
|
$865,997
0.61% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
13,702
shares
|
$865,555
0.08% of portfolio
|
Q2 2024
Reduced 4.32%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
13,565
shares
|
$856,901
0.25% of portfolio
|
Q1 2023
Reduced 11.49%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
13,476
shares
|
$851,278
0.06% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
13,374
shares
|
$844,835
0.24% of portfolio
|
Q4 2024
Reduced 44.39%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
13,290
shares
|
$839,529
0.04% of portfolio
|
Q3 2024
Added 5.67%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2024 Q3 2024 |
13,279
shares
|
$838,834
0.05% of portfolio
|
Q2 2024
Reduced 8.99%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
13,116
shares
|
$828,537
0.02% of portfolio
|
Q2 2023
Reduced 0.09%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
13,089
shares
|
$826,832
0.08% of portfolio
|
Q4 2024
Reduced 8.31%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 12, 2024 Q3 2024 |
13,052
shares
|
$824,494
0.29% of portfolio
|
Q3 2024
New holding
|