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 |
|---|---|---|---|---|---|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
34
shares
|
$2,120
0.0% of portfolio
|
Q2 2023
Reduced 38.18%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
33
shares
|
$2,058
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
29
shares
|
$1,808
0.0% of portfolio
|
Q2 2024
Reduced 76.42%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
29
shares
|
$1,808
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
26
shares
|
$1,621
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
25
shares
|
$1,559
0.0% of portfolio
|
Q4 2023
Reduced 77.48%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
22
shares
|
$1,372
0.0% of portfolio
|
Q3 2023
Added 83.33%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
20
shares
|
$1,247
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
19
shares
|
$1,185
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
15
shares
|
$935
0.0% of portfolio
|
Q3 2024
Reduced 98.32%
|
|
|
Running Point Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
13
shares
|
$810
0.0% of portfolio
|
Q4 2023
Reduced 63.89%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
13
shares
|
$810
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
12
shares
|
$748
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
12
shares
|
$748
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
11
shares
|
$686
0.0% of portfolio
|
Q4 2022
Reduced 88.89%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
7
shares
|
$436
0.0% of portfolio
|
Q3 2023
Reduced 99.8%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
6
shares
|
$374
0.0% of portfolio
|
Q2 2024
Reduced 96.69%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
5
shares
|
$311
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
1
shares
|
$62
0.01% of portfolio
|
Q4 2024
Reduced 99.94%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
Closed
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|