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 781 institutions that hold shares in the stock, with a total of 96.1 Million shares, which have been reported (via 13F filing form) to have a value of $6.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Encompass Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
72,679
shares
|
$4.63 Million
1.8% of portfolio
|
Q4 2024
Added 6.78%
|
|
|
My Personal Cfo, LLC
|
Jan 24, 2025 Q4 2024 |
72,534
shares
|
$4.62 Million
2.39% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Ltg Capital LLC
|
Jan 30, 2025 Q4 2024 |
72,195
shares
|
$4.59 Million
3.98% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
71,664
shares
|
$4.56 Million
0.03% of portfolio
|
Q4 2024
Added 216.52%
|
|
|
Victory Capital Management Inc
|
Feb 06, 2025 Q4 2024 |
70,179
shares
|
$4.47 Million
0.0% of portfolio
|
Q4 2024
Added 10.14%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
69,373
shares
|
$4.41 Million
0.05% of portfolio
|
Q4 2024
Added 99.8%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
68,783
shares
|
$4.38 Million
0.02% of portfolio
|
Q4 2024
Reduced 8.16%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Jan 24, 2025 Q4 2024 |
68,601
shares
|
$4.37 Million
0.81% of portfolio
|
Q4 2024
Reduced 26.07%
|
|
|
Fca Corp
Houston, TX |
Feb 11, 2025 Q4 2024 |
67,986
shares
|
$4.33 Million
1.32% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
66,901
shares
|
$4.26 Million
0.47% of portfolio
|
Q1 2025
Reduced 12.22%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
66,142
shares
|
$4.21 Million
0.58% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Harbor Advisory Corp
|
Jan 29, 2025 Q4 2024 |
65,942
shares
|
$4.2 Million
1.32% of portfolio
|
Q4 2024
Reduced 7.8%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
65,779
shares
|
$4.19 Million
0.0% of portfolio
|
Q3 2022
Added 65.8%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
65,739
shares
|
$4.18 Million
0.17% of portfolio
|
Q4 2024
Reduced 65.35%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
65,720
shares
|
$4.18 Million
0.41% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
64,767
shares
|
$4.12 Million
0.12% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
64,063
shares
|
$4.08 Million
1.23% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
63,914
shares
|
$4.07 Million
0.25% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
63,095
shares
|
$4.02 Million
0.5% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
60,338
shares
|
$3.84 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Jan 22, 2025 Q4 2024 |
60,015
shares
|
$3.82 Million
2.32% of portfolio
|
Q4 2024
Added 8.82%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
57,260
shares
|
$3.64 Million
0.13% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
55,402
shares
|
$3.53 Million
0.0% of portfolio
|
Q4 2024
Added 88.28%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
54,261
shares
|
$3.45 Million
0.09% of portfolio
|
Q4 2023
Added 5.47%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
53,132
shares
|
$3.38 Million
0.25% of portfolio
|
Q1 2025
Added 8.51%
|