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 |
|---|---|---|---|---|---|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
57,413
shares
|
$4.38 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
54,261
shares
|
$4.14 Million
0.09% of portfolio
|
Q4 2023
Added 5.47%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
52,948
shares
|
$4.04 Million
0.09% of portfolio
|
Q3 2025
Added 3.89%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
52,835
shares
|
$4.03 Million
0.05% of portfolio
|
Q4 2023
Reduced 0.47%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Nov 19, 2025 Q3 2025 |
52,300
shares
|
$3.99 Million
0.11% of portfolio
|
Q3 2025
Reduced 81.74%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
51,755
shares
|
$3.95 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Partners In Financial Planning
Salem, VA |
Nov 10, 2025 Q3 2025 |
50,954
shares
|
$3.89 Million
0.68% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
50,902
shares
|
$3.89 Million
0.07% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
47,951
shares
|
$3.66 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
47,836
shares
|
$3.65 Million
0.27% of portfolio
|
Q3 2025
Reduced 7.56%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
47,700
shares
|
$3.64 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
46,234
shares
|
$3.53 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
46,144
shares
|
$3.52 Million
0.31% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
46,082
shares
|
$3.52 Million
2.92% of portfolio
|
Q3 2023
Reduced 3.61%
|
|
|
Martin & CO Inc
Knoxville, TN |
Nov 07, 2025 Q3 2025 |
45,844
shares
|
$3.5 Million
0.67% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
45,712
shares
|
$3.49 Million
0.1% of portfolio
|
Q3 2025
Added 3.71%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
44,909
shares
|
$3.43 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
44,437
shares
|
$3.39 Million
1.16% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Waldron Private Wealth LLC
|
Oct 29, 2025 Q3 2025 |
43,606
shares
|
$3.33 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
43,500
shares
|
$3.32 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
43,402
shares
|
$3.31 Million
0.26% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
43,006
shares
|
$3.28 Million
1.45% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
42,143
shares
|
$3.22 Million
0.96% of portfolio
|
Q2 2025
Reduced 9.13%
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
42,072
shares
|
$3.21 Million
0.44% of portfolio
|
Q3 2025
Reduced 40.84%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
41,213
shares
|
$3.15 Million
1.32% of portfolio
|
Q3 2025
Reduced 5.65%
|
|