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 813 institutions that hold shares in the stock, with a total of 105 Million shares, which have been reported (via 13F filing form) to have a value of $7.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
54
shares
|
$4,122
0.0% of portfolio
|
Q1 2025
Reduced 97.11%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
50
shares
|
$3,817
0.0% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
46
shares
|
$3,512
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
45
shares
|
$3,435
0.0% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
42
shares
|
$3,206
0.0% of portfolio
|
Q4 2020
Added 23.81%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
41
shares
|
$3,130
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
40
shares
|
$3,054
0.0% of portfolio
|
Q3 2024
Reduced 28.57%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
39
shares
|
$2,977
0.0% of portfolio
|
Q1 2025
Reduced 95.01%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
39
shares
|
$2,977
0.0% of portfolio
|
Q3 2025
Added 34.48%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
36
shares
|
$2,748
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rice Partnership, LLC
|
Nov 10, 2025 Q3 2025 |
36
shares
|
$2,748
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
34
shares
|
$2,595
0.0% of portfolio
|
Q3 2025
Added 325.0%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
34
shares
|
$2,595
0.0% of portfolio
|
Q2 2023
Reduced 38.18%
|
|
|
Horizon Financial Services, LLC
|
Nov 12, 2025 Q3 2025 |
33
shares
|
$2,519
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
30
shares
|
$2,290
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Oct 01, 2025 Q3 2025 |
28
shares
|
$2,137
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
24
shares
|
$1,832
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
23
shares
|
$1,756
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
22
shares
|
$1,679
0.0% of portfolio
|
Q3 2023
Added 83.33%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
20
shares
|
$1,527
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
19
shares
|
$1,450
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
17
shares
|
$1,297
0.0% of portfolio
|
Q3 2025
Reduced 92.61%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
10
shares
|
$763
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
9
shares
|
$687
0.0% of portfolio
|
Q3 2025
Reduced 96.69%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
9
shares
|
$687
0.0% of portfolio
|
Q3 2025
New holding
|
|