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 |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
24,199
shares
|
$1.86 Million
0.04% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Efficient Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
24,174
shares
|
$1.86 Million
0.1% of portfolio
|
Q2 2025
Reduced 14.09%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
24,119
shares
|
$1.85 Million
0.14% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
23,973
shares
|
$1.84 Million
0.03% of portfolio
|
Q2 2025
Reduced 33.2%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
23,946
shares
|
$1.84 Million
0.06% of portfolio
|
Q2 2025
Reduced 6.17%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
23,940
shares
|
$1.84 Million
0.7% of portfolio
|
Q2 2025
Reduced 13.66%
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
23,841
shares
|
$1.83 Million
0.4% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Aug 12, 2025 Q2 2025 |
23,639
shares
|
$1.82 Million
0.65% of portfolio
|
Q2 2025
Reduced 14.7%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
23,473
shares
|
$1.8 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
23,360
shares
|
$1.79 Million
0.01% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
23,194
shares
|
$1.78 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
First American Trust, Fsb
|
Aug 11, 2025 Q2 2025 |
23,065
shares
|
$1.77 Million
0.14% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
22,909
shares
|
$1.76 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Dohj, LLC
Seattle, WA |
Jul 23, 2025 Q2 2025 |
22,777
shares
|
$1.75 Million
0.45% of portfolio
|
Q2 2025
Reduced 4.06%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
22,397
shares
|
$1.72 Million
0.07% of portfolio
|
Q2 2025
Reduced 6.98%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
22,113
shares
|
$1.7 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
21,900
shares
|
$1.68 Million
0.06% of portfolio
|
Q2 2025
Added 12.46%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Aug 13, 2025 Q2 2025 |
21,861
shares
|
$1.68 Million
0.47% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
21,734
shares
|
$1.67 Million
0.07% of portfolio
|
Q2 2025
Reduced 21.74%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
21,350
shares
|
$1.64 Million
0.04% of portfolio
|
Q2 2025
Reduced 18.6%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
21,126
shares
|
$1.62 Million
1.0% of portfolio
|
Q1 2025
Added 12.52%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jul 03, 2025 Q2 2025 |
21,035
shares
|
$1.62 Million
0.27% of portfolio
|
Q4 2023
New holding
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
20,980
shares
|
$1.61 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
20,918
shares
|
$1.61 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Lee Financial CO
Dallas, TX |
Jul 24, 2025 Q2 2025 |
20,780
shares
|
$1.6 Million
0.22% of portfolio
|
Q2 2025
Added 0.29%
|