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 |
|---|---|---|---|---|---|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2,095
shares
|
$130,665
0.01% of portfolio
|
Q2 2022
Reduced 20.64%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
2,077
shares
|
$129,542
0.01% of portfolio
|
Q4 2023
Reduced 1.94%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
2,043
shares
|
$127,421
0.06% of portfolio
|
Q1 2023
Reduced 3.95%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
1,999
shares
|
$124,677
0.02% of portfolio
|
Q3 2024
Reduced 37.08%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
1,951
shares
|
$121,683
0.0% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
1,879
shares
|
$117,193
0.04% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
1,871
shares
|
$116,694
0.02% of portfolio
|
Q4 2024
Reduced 12.24%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
1,816
shares
|
$113,263
0.03% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
1,786
shares
|
$111,392
0.02% of portfolio
|
Q1 2023
Reduced 4.7%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
1,762
shares
|
$109,895
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,735
shares
|
$108,211
0.0% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
1,694
shares
|
$105,654
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
1,669
shares
|
$104,095
0.01% of portfolio
|
Q3 2022
Added 452.65%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
1,660
shares
|
$103,534
0.01% of portfolio
|
Q2 2022
Reduced 0.54%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jan 13, 2025 Q4 2024 |
1,613
shares
|
$100,602
0.05% of portfolio
|
Q4 2024
Added 9.95%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
1,565
shares
|
$97,609
0.07% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
1,429
shares
|
$89,126
0.05% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
1,418
shares
|
$88,440
0.02% of portfolio
|
Q2 2024
Added 20.78%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
1,407
shares
|
$87,754
0.02% of portfolio
|
Q3 2024
Reduced 20.24%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
1,349
shares
|
$84,137
0.03% of portfolio
|
Q2 2024
Reduced 2.88%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
1,335
shares
|
$83,263
0.01% of portfolio
|
Q2 2024
Reduced 20.54%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
1,313
shares
|
$81,891
0.01% of portfolio
|
Q3 2024
Added 162.6%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,310
shares
|
$81,704
0.01% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
1,177
shares
|
$73,409
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
1,105
shares
|
$68,918
0.04% of portfolio
|
Q3 2024
Reduced 2.56%
|