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 744 institutions that hold shares in the stock, with a total of 95.4 Million shares, which have been reported (via 13F filing form) to have a value of $5.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
10,532
shares
|
$653,615
0.15% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
10,361
shares
|
$643,003
0.01% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
10,359
shares
|
$642,879
0.0% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
10,305
shares
|
$639,528
0.05% of portfolio
|
Q3 2024
Reduced 5.75%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
10,192
shares
|
$632,515
0.01% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
10,120
shares
|
$628,047
0.04% of portfolio
|
Q3 2024
Added 16.95%
|
|
|
Schwab Charitable Fund
|
Oct 15, 2024 Q3 2024 |
9,984
shares
|
$619,607
0.02% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
9,957
shares
|
$617,931
0.03% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
9,812
shares
|
$608,932
0.32% of portfolio
|
Q1 2021
Reduced 0.73%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
9,738
shares
|
$604,340
0.0% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 03, 2024 Q3 2024 |
9,724
shares
|
$603,471
0.12% of portfolio
|
Q2 2024
Added 1.46%
|
|
|
St. Louis Trust CO
|
Nov 07, 2024 Q3 2024 |
9,680
shares
|
$600,740
0.09% of portfolio
|
Q4 2022
Reduced 35.0%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
9,674
shares
|
$600,368
0.09% of portfolio
|
Q2 2024
Reduced 0.09%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
9,435
shares
|
$585,536
0.0% of portfolio
|
Q4 2022
Added 2.39%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Oct 16, 2024 Q3 2024 |
9,400
shares
|
$583,364
0.45% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Oct 29, 2024 Q3 2024 |
9,220
shares
|
$572,193
0.21% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
9,158
shares
|
$568,345
0.01% of portfolio
|
Q3 2024
Added 5.63%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
9,155
shares
|
$568,159
0.49% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
9,018
shares
|
$559,657
0.01% of portfolio
|
Q3 2024
Added 12.16%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
8,995
shares
|
$558,229
0.14% of portfolio
|
Q2 2024
Reduced 14.86%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 07, 2024 Q3 2024 |
8,916
shares
|
$553,326
0.07% of portfolio
|
Q2 2024
Reduced 19.06%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
8,857
shares
|
$549,665
0.01% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
8,845
shares
|
$548,920
0.26% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
8,830
shares
|
$547,989
0.0% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
8,686
shares
|
$539,053
0.0% of portfolio
|
Q3 2024
Reduced 7.56%
|