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 |
|---|---|---|---|---|---|
|
Financial Advisory Corp
Grand Rapids, MI |
Oct 08, 2025 Q3 2025 |
597,672
shares
|
$45.6 Million
6.75% of portfolio
|
Q3 2025
Reduced 6.55%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
586,229
shares
|
$44.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
536,602
shares
|
$41 Million
0.03% of portfolio
|
Q3 2025
Reduced 12.17%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
488,195
shares
|
$37.3 Million
0.34% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
473,346
shares
|
$36.1 Million
0.72% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
468,555
shares
|
$35.8 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
439,121
shares
|
$33.5 Million
0.37% of portfolio
|
Q3 2023
Added 4.72%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
417,233
shares
|
$31.9 Million
0.01% of portfolio
|
Q4 2024
Added 154.08%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
413,610
shares
|
$31.6 Million
1.02% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
398,696
shares
|
$30.4 Million
0.43% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
393,932
shares
|
$30.1 Million
0.66% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
385,169
shares
|
$29.4 Million
1.46% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
381,567
shares
|
$29.1 Million
0.05% of portfolio
|
Q3 2025
Added 877.22%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
362,922
shares
|
$27.7 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.49%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
358,100
shares
|
$27.3 Million
0.01% of portfolio
|
Q3 2025
Added 8.25%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
348,482
shares
|
$26.6 Million
0.17% of portfolio
|
Q3 2025
Added 24.16%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
339,984
shares
|
$26 Million
0.34% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
335,431
shares
|
$25.6 Million
1.37% of portfolio
|
Q2 2024
New holding
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 07, 2025 Q3 2025 |
322,091
shares
|
$24.6 Million
1.37% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Nov 10, 2025 Q3 2025 |
319,306
shares
|
$24.4 Million
8.26% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
317,131
shares
|
$24.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 40.69%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 04, 2025 Q3 2025 |
289,424
shares
|
$22.1 Million
5.12% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
286,116
shares
|
$21.8 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
283,409
shares
|
$21.6 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
283,037
shares
|
$21.6 Million
0.45% of portfolio
|
Q3 2025
Added 0.19%
|
|