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 812 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 |
|---|---|---|---|---|---|
|
Schwab Charitable Fund
|
Oct 27, 2025 Q3 2025 |
9,827
shares
|
$750,291
0.02% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Oct 14, 2025 Q3 2025 |
9,820
shares
|
$749,757
0.71% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
9,812
shares
|
$749,146
0.32% of portfolio
|
Q1 2021
Reduced 0.73%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
9,728
shares
|
$742,732
0.04% of portfolio
|
Q3 2025
Reduced 4.98%
|
|
|
St. Louis Trust CO
|
Nov 06, 2025 Q3 2025 |
9,680
shares
|
$739,068
0.09% of portfolio
|
Q4 2022
Reduced 35.0%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
9,675
shares
|
$738,686
0.13% of portfolio
|
Q2 2025
Reduced 5.58%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
9,644
shares
|
$736,319
0.01% of portfolio
|
Q3 2025
Added 6.35%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
9,625
shares
|
$734,868
0.0% of portfolio
|
Q3 2025
Added 9.5%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
9,620
shares
|
$734,487
0.0% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
9,587
shares
|
$731,967
0.01% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
9,465
shares
|
$722,652
0.01% of portfolio
|
Q4 2025
Reduced 0.88%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
9,435
shares
|
$720,362
0.0% of portfolio
|
Q4 2022
Added 2.39%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
9,414
shares
|
$718,758
0.02% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
9,404
shares
|
$717,995
0.02% of portfolio
|
Q3 2025
Reduced 13.94%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 09, 2026 Q4 2025 |
9,248
shares
|
$706,084
0.4% of portfolio
|
Q4 2025
Added 0.03%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 29, 2025 Q3 2025 |
9,175
shares
|
$700,511
0.54% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
9,157
shares
|
$699,136
0.07% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 23, 2025 Q3 2025 |
9,155
shares
|
$698,984
0.49% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
8,995
shares
|
$686,768
0.14% of portfolio
|
Q2 2024
Reduced 14.86%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
8,962
shares
|
$684,248
0.03% of portfolio
|
Q3 2025
Added 5398.16%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 13, 2025 Q3 2025 |
8,893
shares
|
$678,980
0.03% of portfolio
|
Q3 2025
Reduced 29.07%
|
|
|
Cutler Investment Counsel LLC
|
Nov 04, 2025 Q3 2025 |
8,692
shares
|
$663,634
0.07% of portfolio
|
Q3 2025
Reduced 7.11%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
8,591
shares
|
$655,922
0.11% of portfolio
|
Q3 2025
Reduced 6.99%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Oct 14, 2025 Q3 2025 |
8,503
shares
|
$649,204
0.53% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Oct 21, 2025 Q3 2025 |
8,479
shares
|
$647,371
0.56% of portfolio
|
Q3 2025
Reduced 10.63%
|
|