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 810 institutions that hold shares in the stock, with a total of 107 Million shares, which have been reported (via 13F filing form) to have a value of $8.24 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Noble Family Wealth, LLC
Clearwater, FL |
Jul 22, 2025 Q2 2025 |
34,827
shares
|
$2.68 Million
0.62% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
Hi Line Capital Management, LLC
Watertown, SD |
Aug 04, 2025 Q2 2025 |
34,738
shares
|
$2.67 Million
1.08% of portfolio
|
Q4 2024
New holding
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
34,715
shares
|
$2.67 Million
0.02% of portfolio
|
Q2 2025
Added 0.69%
|
|
Beam Wealth Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
34,445
shares
|
$2.65 Million
0.78% of portfolio
|
Q2 2025
Added 62.92%
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Aug 14, 2025 Q2 2025 |
34,216
shares
|
$2.63 Million
0.7% of portfolio
|
Q2 2025
Reduced 5.43%
|
|
Probity Advisors, Inc.
Dallas, TX |
Jul 30, 2025 Q2 2025 |
33,785
shares
|
$2.6 Million
0.45% of portfolio
|
Q2 2025
Added 1.79%
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
33,766
shares
|
$2.59 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
33,758
shares
|
$2.59 Million
0.72% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
33,402
shares
|
$2.57 Million
0.73% of portfolio
|
Q2 2025
Reduced 3.82%
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
33,160
shares
|
$2.55 Million
0.36% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
33,158
shares
|
$2.55 Million
3.15% of portfolio
|
Q1 2023
Reduced 69.37%
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
33,049
shares
|
$2.54 Million
0.06% of portfolio
|
Q2 2025
Reduced 5.11%
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
32,775
shares
|
$2.52 Million
0.07% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
32,716
shares
|
$2.51 Million
0.04% of portfolio
|
Q2 2025
Added 15.92%
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
32,714
shares
|
$2.51 Million
0.29% of portfolio
|
Q2 2025
Added 3.64%
|
|
Pointe Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
32,497
shares
|
$2.5 Million
1.25% of portfolio
|
Q2 2025
Added 2.03%
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
32,481
shares
|
$2.49 Million
2.16% of portfolio
|
Q1 2025
New holding
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
31,948
shares
|
$2.45 Million
0.0% of portfolio
|
Q2 2025
Added 10074.52%
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 13, 2025 Q2 2025 |
31,878
shares
|
$2.45 Million
0.81% of portfolio
|
Q2 2025
Reduced 6.71%
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
31,626
shares
|
$2.43 Million
1.22% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
Canopy Partners, LLC
Terrace Park, OH |
Jul 23, 2025 Q2 2025 |
31,418
shares
|
$2.41 Million
0.84% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
31,184
shares
|
$2.4 Million
1.08% of portfolio
|
Q2 2022
Added 6.74%
|
|
Elmwood Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
30,979
shares
|
$2.38 Million
0.99% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
Reston Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
30,772
shares
|
$2.36 Million
0.79% of portfolio
|
Q2 2025
Added 3.67%
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
30,180
shares
|
$2.32 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.04%
|