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 750 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 $5.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
4,473
shares
|
$278,981
0.0% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
4,414
shares
|
$275,301
0.0% of portfolio
|
Q3 2024
Reduced 16.18%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
4,402
shares
|
$274,552
0.01% of portfolio
|
Q4 2024
Reduced 35.57%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,402
shares
|
$274,552
0.0% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
4,393
shares
|
$273,991
0.01% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
4,385
shares
|
$273,492
0.11% of portfolio
|
Q4 2024
Added 6.38%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
4,383
shares
|
$273,367
0.05% of portfolio
|
Q2 2024
Added 1.88%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
4,353
shares
|
$271,496
0.03% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
4,332
shares
|
$270,186
0.01% of portfolio
|
Q4 2024
Reduced 20.47%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
4,257
shares
|
$265,509
0.05% of portfolio
|
Q3 2024
Added 15.27%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
4,235
shares
|
$264,136
0.0% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
4,184
shares
|
$260,956
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Stone Point Wealth LLC
|
Oct 31, 2024 Q3 2024 |
4,162
shares
|
$259,583
0.09% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
4,150
shares
|
$258,835
0.0% of portfolio
|
Q3 2024
Reduced 14.82%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
4,142
shares
|
$258,336
0.07% of portfolio
|
Q3 2024
Added 11.86%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Oct 25, 2024 Q3 2024 |
4,125
shares
|
$257,276
0.24% of portfolio
|
Q2 2024
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
4,117
shares
|
$256,777
0.01% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
4,100
shares
|
$255,717
0.0% of portfolio
|
Q3 2024
Reduced 12.07%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
4,071
shares
|
$253,908
0.0% of portfolio
|
Q2 2024
Added 18.79%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,046
shares
|
$252,349
0.08% of portfolio
|
Q3 2023
Reduced 1.34%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
4,023
shares
|
$250,914
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
4,013
shares
|
$250,290
0.16% of portfolio
|
Q4 2024
Added 37.29%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
4,003
shares
|
$249,667
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Truefg, LLC
Cedar Park, TX |
Jan 14, 2025 Q4 2024 |
3,987
shares
|
$248,669
0.08% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
3,938
shares
|
$245,613
0.02% of portfolio
|
Q3 2024
Reduced 2.36%
|