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 |
|---|---|---|---|---|---|
|
F Dx Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
20,664
shares
|
$1.59 Million
0.46% of portfolio
|
Q2 2025
Reduced 6.31%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
20,410
shares
|
$1.57 Million
0.1% of portfolio
|
Q2 2025
Added 48.39%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Aug 05, 2025 Q2 2025 |
20,295
shares
|
$1.56 Million
0.55% of portfolio
|
Q2 2025
Reduced 28.13%
|
|
|
Intergy Private Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
20,077
shares
|
$1.54 Million
0.5% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
19,998
shares
|
$1.54 Million
0.28% of portfolio
|
Q1 2025
Reduced 6.53%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
19,949
shares
|
$1.53 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
19,942
shares
|
$1.53 Million
0.38% of portfolio
|
Q2 2025
Added 13.19%
|
|
|
Stonehearth Capital Management, LLC
|
Jul 01, 2025 Q2 2025 |
19,929
shares
|
$1.53 Million
0.64% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
19,831
shares
|
$1.52 Million
0.19% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
19,556
shares
|
$1.5 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
19,507
shares
|
$1.5 Million
0.13% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Sterling Financial Planning, Inc.
|
Jul 28, 2025 Q2 2025 |
19,422
shares
|
$1.49 Million
0.49% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Aug 13, 2025 Q2 2025 |
19,320
shares
|
$1.48 Million
1.32% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Pictet Bank & Trust LTD
|
Jul 15, 2025 Q2 2025 |
19,145
shares
|
$1.47 Million
1.63% of portfolio
|
Q2 2025
Reduced 8.96%
|
|
|
Berkeley, Inc
Boise, ID |
Aug 11, 2025 Q2 2025 |
19,023
shares
|
$1.46 Million
0.5% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Guidance Point Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
18,996
shares
|
$1.46 Million
0.37% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
18,704
shares
|
$1.44 Million
0.46% of portfolio
|
Q1 2023
Added 1.12%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Jul 29, 2025 Q2 2025 |
18,226
shares
|
$1.4 Million
0.83% of portfolio
|
Q2 2025
Reduced 5.26%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
18,218
shares
|
$1.4 Million
0.87% of portfolio
|
Q4 2022
Added 15.71%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
17,861
shares
|
$1.37 Million
0.94% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
17,680
shares
|
$1.36 Million
0.26% of portfolio
|
Q3 2022
Added 0.75%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
17,671
shares
|
$1.36 Million
0.65% of portfolio
|
Q3 2023
Reduced 5.09%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
17,603
shares
|
$1.35 Million
0.03% of portfolio
|
Q2 2025
Added 54.18%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 16, 2025 Q2 2025 |
17,258
shares
|
$1.33 Million
0.09% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
17,151
shares
|
$1.32 Million
0.0% of portfolio
|
Q2 2025
Added 7.29%
|