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 807 institutions that hold shares in the stock, with a total of 104 Million shares, which have been reported (via 13F filing form) to have a value of $7.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dynamic Financial Group
Cedar Falls, IA |
Oct 28, 2025 Q3 2025 |
3,575
shares
|
$272,951
0.24% of portfolio
|
Q3 2025
Reduced 4.77%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
3,571
shares
|
$272,645
0.08% of portfolio
|
Q3 2025
Reduced 10.84%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
3,556
shares
|
$271,500
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
3,536
shares
|
$269,973
0.04% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
3,504
shares
|
$267,530
0.05% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
3,479
shares
|
$265,621
0.01% of portfolio
|
Q2 2025
Reduced 9.31%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Nov 12, 2025 Q3 2025 |
3,471
shares
|
$265,010
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 19, 2025 Q3 2025 |
3,451
shares
|
$263,483
0.2% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 15, 2026 Q4 2025 |
3,400
shares
|
$259,589
0.13% of portfolio
|
Q4 2025
Added 1.95%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
3,362
shares
|
$256,688
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Oct 27, 2025 Q3 2025 |
3,350
shares
|
$255,772
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
3,331
shares
|
$254,321
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jan 12, 2026 Q4 2025 |
3,328
shares
|
$254,092
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
3,319
shares
|
$253,405
0.01% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 06, 2026 Q4 2025 |
3,317
shares
|
$253,252
0.06% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
3,316
shares
|
$253,176
0.16% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Upper Left Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
3,304
shares
|
$252,260
0.17% of portfolio
|
Q3 2025
Added 4.1%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
3,279
shares
|
$250,351
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
3,204
shares
|
$244,625
0.0% of portfolio
|
Q3 2025
Reduced 13.76%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
3,202
shares
|
$244,472
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
3,178
shares
|
$242,640
0.01% of portfolio
|
Q3 2025
Reduced 32.61%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
3,173
shares
|
$242,258
0.02% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 16, 2026 Q4 2025 |
3,157
shares
|
$241,036
0.02% of portfolio
|
Q4 2025
Reduced 18.57%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Nov 05, 2025 Q3 2025 |
3,150
shares
|
$240,502
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Mas Advisors LLC
Miami, FL |
Oct 28, 2025 Q3 2025 |
3,122
shares
|
$238,364
0.39% of portfolio
|
Q3 2025
Added 1.3%
|
|