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 778 institutions that hold shares in the stock, with a total of 96.8 Million shares, which have been reported (via 13F filing form) to have a value of $6.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
656,869
shares
|
$42.8 Million
1.41% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
645,375
shares
|
$42 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
609,238
shares
|
$39.7 Million
0.02% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
607,487
shares
|
$39.6 Million
0.03% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Wellington Management Group LLP
Boston, MA |
Feb 12, 2025 Q4 2024 |
586,929
shares
|
$38.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 14.56%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
578,686
shares
|
$37.7 Million
0.65% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
539,546
shares
|
$35.1 Million
0.01% of portfolio
|
Q4 2024
Added 17.03%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Feb 13, 2025 Q4 2024 |
524,021
shares
|
$34.1 Million
0.12% of portfolio
|
Q4 2024
Reduced 25.81%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
488,195
shares
|
$31.8 Million
0.34% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
461,050
shares
|
$30 Million
1.16% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
460,339
shares
|
$30 Million
0.4% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
451,833
shares
|
$29.4 Million
1.53% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
439,121
shares
|
$28.6 Million
0.37% of portfolio
|
Q3 2023
Added 4.72%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
434,697
shares
|
$28.3 Million
0.74% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
433,166
shares
|
$28.2 Million
0.45% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
432,866
shares
|
$28.2 Million
0.14% of portfolio
|
Q4 2024
Added 10.62%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
417,233
shares
|
$27.2 Million
0.01% of portfolio
|
Q4 2024
Added 154.08%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
393,911
shares
|
$25.7 Million
0.01% of portfolio
|
Q4 2024
Added 20.74%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
390,194
shares
|
$25.4 Million
0.34% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
339,313
shares
|
$22.1 Million
0.5% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Feb 13, 2025 Q4 2024 |
338,202
shares
|
$22 Million
1.24% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
335,431
shares
|
$21.8 Million
1.37% of portfolio
|
Q2 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
321,864
shares
|
$21 Million
0.56% of portfolio
|
Q4 2024
Added 8.23%
|
|
|
Brand Asset Management Group, Inc.
|
Jan 15, 2025 Q4 2024 |
317,821
shares
|
$20.7 Million
7.92% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
314,324
shares
|
$20.5 Million
7.59% of portfolio
|
Q4 2024
Added 6.79%
|