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 $6.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
3,794
shares
|
$247,786
0.0% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
3,759
shares
|
$245,500
0.0% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
3,721
shares
|
$243,018
0.07% of portfolio
|
Q4 2024
Reduced 5.58%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
3,718
shares
|
$242,822
0.05% of portfolio
|
Q4 2024
Added 18.98%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
3,713
shares
|
$242,496
0.09% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
3,706
shares
|
$242,038
0.02% of portfolio
|
Q4 2024
Reduced 5.89%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
3,663
shares
|
$239,230
0.05% of portfolio
|
Q4 2024
Reduced 11.56%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
3,655
shares
|
$238,708
0.03% of portfolio
|
Q4 2024
Reduced 14.14%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
3,630
shares
|
$237,075
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
3,588
shares
|
$234,332
0.01% of portfolio
|
Q4 2024
Reduced 50.98%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jan 28, 2025 Q4 2024 |
3,574
shares
|
$233,417
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
3,569
shares
|
$233,091
0.22% of portfolio
|
Q4 2024
Reduced 30.2%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
3,564
shares
|
$232,764
0.02% of portfolio
|
Q4 2024
Reduced 7.5%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
3,526
shares
|
$230,283
0.0% of portfolio
|
Q4 2024
Reduced 13.39%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
3,511
shares
|
$229,303
0.05% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
3,486
shares
|
$227,670
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Orin Green Financial, LLC
|
Feb 19, 2025 Q4 2024 |
3,479
shares
|
$227,213
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Feb 18, 2025 Q4 2024 |
3,471
shares
|
$226,691
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
3,465
shares
|
$226,299
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
3,447
shares
|
$225,123
0.02% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
3,432
shares
|
$224,143
0.02% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
3,431
shares
|
$224,078
0.0% of portfolio
|
Q4 2024
Reduced 18.98%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
3,381
shares
|
$220,813
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
3,362
shares
|
$219,572
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Feb 04, 2025 Q4 2024 |
3,350
shares
|
$218,788
0.13% of portfolio
|
Q4 2023
New holding
|