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 |
|---|---|---|---|---|---|
|
Ifg Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
94,312
shares
|
$7.2 Million
1.19% of portfolio
|
Q3 2025
Added 3.74%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
93,290
shares
|
$7.12 Million
0.25% of portfolio
|
Q3 2025
Reduced 24.69%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
91,434
shares
|
$6.98 Million
0.61% of portfolio
|
Q4 2022
Added 113.9%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
88,073
shares
|
$6.72 Million
1.14% of portfolio
|
Q3 2024
Added 12.13%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
85,292
shares
|
$6.51 Million
0.39% of portfolio
|
Q4 2023
Added 0.34%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
84,971
shares
|
$6.49 Million
0.08% of portfolio
|
Q3 2025
Reduced 3.65%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
84,665
shares
|
$6.46 Million
0.12% of portfolio
|
Q3 2025
Added 91.99%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
84,258
shares
|
$6.43 Million
0.68% of portfolio
|
Q3 2024
New holding
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
83,839
shares
|
$6.4 Million
0.79% of portfolio
|
Q3 2025
Added 6.6%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
83,337
shares
|
$6.36 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.78%
|
|
|
Encompass Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
82,672
shares
|
$6.31 Million
2.2% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
82,095
shares
|
$6.27 Million
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
80,447
shares
|
$6.14 Million
0.04% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
79,186
shares
|
$6.05 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
79,139
shares
|
$6.04 Million
1.02% of portfolio
|
Q4 2023
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
78,708
shares
|
$6.01 Million
0.05% of portfolio
|
Q3 2025
Added 276.27%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
78,528
shares
|
$6 Million
0.08% of portfolio
|
Q3 2025
Reduced 13.24%
|
|
|
Professional Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
77,927
shares
|
$5.95 Million
1.29% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
77,404
shares
|
$5.91 Million
1.79% of portfolio
|
Q1 2023
Added 0.65%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
77,388
shares
|
$5.91 Million
0.01% of portfolio
|
Q3 2025
Added 16.41%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
75,346
shares
|
$5.75 Million
0.15% of portfolio
|
Q4 2023
Reduced 2.25%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
73,027
shares
|
$5.58 Million
2.85% of portfolio
|
Q3 2023
Reduced 0.85%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
72,881
shares
|
$5.56 Million
1.08% of portfolio
|
Q3 2025
Reduced 14.83%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
71,923
shares
|
$5.49 Million
0.28% of portfolio
|
Q3 2025
Reduced 4.17%
|
|
|
Harbor Advisory Corp
|
Nov 12, 2025 Q3 2025 |
71,410
shares
|
$5.45 Million
1.63% of portfolio
|
Q3 2025
Added 4.37%
|
|