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 |
|---|---|---|---|---|---|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 05, 2025 Q3 2025 |
16,533
shares
|
$1.26 Million
0.81% of portfolio
|
Q3 2025
Reduced 21.74%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
16,485
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.88%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
16,371
shares
|
$1.25 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
16,246
shares
|
$1.24 Million
0.01% of portfolio
|
Q2 2025
Added 19.14%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
16,216
shares
|
$1.24 Million
0.27% of portfolio
|
Q3 2025
Added 19.79%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
15,964
shares
|
$1.22 Million
0.03% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Oct 20, 2025 Q3 2025 |
15,896
shares
|
$1.21 Million
0.4% of portfolio
|
Q1 2025
Reduced 45.68%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
15,877
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
Gen Trust, LLC
|
Nov 06, 2025 Q3 2025 |
15,849
shares
|
$1.21 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Tag Stone Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
15,833
shares
|
$1.21 Million
0.53% of portfolio
|
Q3 2025
Reduced 6.72%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
15,783
shares
|
$1.21 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
15,603
shares
|
$1.19 Million
0.2% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
15,547
shares
|
$1.19 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.93%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 07, 2025 Q3 2025 |
15,458
shares
|
$1.18 Million
0.13% of portfolio
|
Q3 2025
Reduced 3.74%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2025 Q3 2025 |
15,430
shares
|
$1.18 Million
0.25% of portfolio
|
Q3 2025
Reduced 22.63%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
15,015
shares
|
$1.15 Million
0.31% of portfolio
|
Q3 2025
Reduced 12.38%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
15,000
shares
|
$1.15 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
14,961
shares
|
$1.14 Million
0.05% of portfolio
|
Q3 2022
Reduced 14.92%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
14,772
shares
|
$1.13 Million
0.46% of portfolio
|
Q1 2024
Added 6.24%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
14,545
shares
|
$1.11 Million
0.57% of portfolio
|
Q1 2024
Added 21.16%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
14,528
shares
|
$1.11 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
14,237
shares
|
$1.09 Million
0.22% of portfolio
|
Q3 2025
Added 4.16%
|
|
|
Aletheian Wealth Advisors LLC
|
Nov 12, 2025 Q3 2025 |
14,055
shares
|
$1.07 Million
0.52% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
13,965
shares
|
$1.07 Million
0.09% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
13,949
shares
|
$1.07 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.96%
|
|