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 |
|---|---|---|---|---|---|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jul 15, 2025 Q2 2025 |
17,137
shares
|
$1.32 Million
0.36% of portfolio
|
Q2 2025
Reduced 45.3%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Aug 01, 2025 Q2 2025 |
17,034
shares
|
$1.31 Million
0.41% of portfolio
|
Q2 2025
Reduced 26.44%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
17,007
shares
|
$1.31 Million
0.19% of portfolio
|
Q3 2023
Reduced 6.96%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
16,990
shares
|
$1.31 Million
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Tag Stone Capital, Inc.
|
Aug 11, 2025 Q2 2025 |
16,974
shares
|
$1.3 Million
0.56% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
16,940
shares
|
$1.3 Million
0.01% of portfolio
|
Q2 2025
Added 41.88%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
16,602
shares
|
$1.28 Million
0.12% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
16,552
shares
|
$1.27 Million
0.02% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
16,353
shares
|
$1.26 Million
0.05% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
16,246
shares
|
$1.25 Million
0.01% of portfolio
|
Q2 2025
Added 19.14%
|
|
|
American Century Companies Inc
Kansas City, MO |
Aug 12, 2025 Q2 2025 |
16,241
shares
|
$1.25 Million
0.0% of portfolio
|
Q2 2025
Added 83.95%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
16,073
shares
|
$1.23 Million
0.07% of portfolio
|
Q2 2025
Reduced 5.67%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jul 22, 2025 Q2 2025 |
16,058
shares
|
$1.23 Million
0.13% of portfolio
|
Q2 2025
Reduced 8.79%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
15,948
shares
|
$1.22 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jul 16, 2025 Q2 2025 |
15,896
shares
|
$1.22 Million
0.43% of portfolio
|
Q1 2025
Reduced 45.68%
|
|
|
Gen Trust, LLC
|
Jul 30, 2025 Q2 2025 |
15,849
shares
|
$1.22 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
15,795
shares
|
$1.21 Million
0.03% of portfolio
|
Q2 2025
Added 5.53%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
15,309
shares
|
$1.18 Million
0.21% of portfolio
|
Q2 2025
Added 3.99%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jul 16, 2025 Q2 2025 |
15,215
shares
|
$1.17 Million
0.71% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
15,035
shares
|
$1.15 Million
0.2% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
15,000
shares
|
$1.15 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
14,962
shares
|
$1.15 Million
0.04% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
14,961
shares
|
$1.15 Million
0.05% of portfolio
|
Q3 2022
Reduced 14.92%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
14,846
shares
|
$1.14 Million
0.18% of portfolio
|
Q2 2025
Reduced 7.0%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
14,772
shares
|
$1.13 Million
0.46% of portfolio
|
Q1 2024
Added 6.24%
|