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 95.5 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 |
|---|---|---|---|---|---|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
7,440
shares
|
$463,958
0.1% of portfolio
|
Q1 2022
Added 3.91%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
7,426
shares
|
$463,085
0.0% of portfolio
|
Q3 2024
Added 14.51%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,420
shares
|
$462,711
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
7,411
shares
|
$462,149
0.3% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
7,396
shares
|
$461,214
0.01% of portfolio
|
Q3 2024
Added 30.49%
|
|
|
West Coast Financial LLC
|
Jan 14, 2025 Q4 2024 |
7,390
shares
|
$460,840
0.05% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
7,346
shares
|
$458,096
0.03% of portfolio
|
Q2 2024
Reduced 42.28%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
7,320
shares
|
$456,475
0.03% of portfolio
|
Q3 2024
Reduced 12.81%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
7,272
shares
|
$453,481
0.09% of portfolio
|
Q4 2024
Reduced 7.02%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
7,235
shares
|
$451,174
0.01% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
7,223
shares
|
$450,426
0.07% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
7,166
shares
|
$446,871
0.0% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
7,153
shares
|
$446,061
0.02% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Cutler Investment Counsel LLC
|
Nov 06, 2024 Q3 2024 |
7,101
shares
|
$442,818
0.06% of portfolio
|
Q1 2024
Added 29.96%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 21, 2025 Q4 2024 |
6,906
shares
|
$430,658
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
6,882
shares
|
$429,161
0.0% of portfolio
|
Q2 2024
Added 0.38%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
6,801
shares
|
$424,110
0.0% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
6,783
shares
|
$422,987
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
6,741
shares
|
$420,368
0.01% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
6,700
shares
|
$417,812
0.04% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
6,700
shares
|
$417,812
0.11% of portfolio
|
Q3 2022
Added 1948.93%
|
|
|
Athena Investment Management
|
Nov 12, 2024 Q3 2024 |
6,645
shares
|
$414,382
0.28% of portfolio
|
Q2 2024
Reduced 4.59%
|
|
|
Brickley Wealth Management
|
Jan 27, 2025 Q4 2024 |
6,575
shares
|
$410,017
0.08% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
6,538
shares
|
$407,709
0.01% of portfolio
|
Q3 2024
Reduced 11.73%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
6,330
shares
|
$394,738
0.06% of portfolio
|
Q3 2024
Added 7.05%
|