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 |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
10,361
shares
|
$646,111
0.01% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
10,359
shares
|
$645,987
0.0% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
10,286
shares
|
$641,434
0.13% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
10,261
shares
|
$639,875
0.05% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Schwab Charitable Fund
|
Jan 16, 2025 Q4 2024 |
10,215
shares
|
$637,007
0.01% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
9,957
shares
|
$620,918
0.03% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
9,953
shares
|
$620,669
0.01% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
9,922
shares
|
$618,735
0.12% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
9,812
shares
|
$611,876
0.32% of portfolio
|
Q1 2021
Reduced 0.73%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
9,738
shares
|
$607,261
0.0% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
St. Louis Trust CO
|
Nov 07, 2024 Q3 2024 |
9,680
shares
|
$603,644
0.09% of portfolio
|
Q4 2022
Reduced 35.0%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
9,674
shares
|
$603,270
0.09% of portfolio
|
Q2 2024
Reduced 0.09%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
9,627
shares
|
$600,339
0.06% of portfolio
|
Q4 2024
Added 213.38%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jan 28, 2025 Q4 2024 |
9,454
shares
|
$589,551
0.52% of portfolio
|
Q4 2024
Reduced 13.62%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
9,435
shares
|
$588,366
0.0% of portfolio
|
Q4 2022
Added 2.39%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 15, 2025 Q4 2024 |
9,403
shares
|
$586,371
0.4% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Oct 29, 2024 Q3 2024 |
9,220
shares
|
$574,959
0.21% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Single Point Partners, LLC
|
Jan 29, 2025 Q4 2024 |
9,197
shares
|
$573,524
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
9,158
shares
|
$571,092
0.01% of portfolio
|
Q3 2024
Added 5.63%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
9,155
shares
|
$570,905
0.45% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jan 27, 2025 Q4 2024 |
9,020
shares
|
$562,487
0.07% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
8,995
shares
|
$560,928
0.14% of portfolio
|
Q2 2024
Reduced 14.86%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
8,857
shares
|
$552,322
0.01% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
8,845
shares
|
$551,574
0.26% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
8,830
shares
|
$550,638
0.0% of portfolio
|
Q3 2024
Added 3.85%
|