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 |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
10,142
shares
|
$779,007
0.01% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
10,126
shares
|
$777,778
0.0% of portfolio
|
Q2 2025
Added 4.82%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
10,073
shares
|
$773,707
0.14% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
10,060
shares
|
$772,708
0.0% of portfolio
|
Q2 2025
Added 29.46%
|
|
|
Schwab Charitable Fund
|
Jul 21, 2025 Q2 2025 |
10,005
shares
|
$768,484
0.01% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
10,003
shares
|
$768,330
0.01% of portfolio
|
Q1 2025
Reduced 41.6%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
9,928
shares
|
$762,569
0.01% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
9,877
shares
|
$758,652
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
9,812
shares
|
$753,659
0.32% of portfolio
|
Q1 2021
Reduced 0.73%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jul 14, 2025 Q2 2025 |
9,784
shares
|
$751,509
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
St. Louis Trust CO
|
Jul 25, 2025 Q2 2025 |
9,680
shares
|
$743,520
0.09% of portfolio
|
Q4 2022
Reduced 35.0%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
9,675
shares
|
$743,136
0.13% of portfolio
|
Q2 2025
Reduced 5.58%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
9,670
shares
|
$742,752
0.0% of portfolio
|
Q2 2025
Added 19.16%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jul 08, 2025 Q2 2025 |
9,589
shares
|
$736,531
0.7% of portfolio
|
Q2 2025
New holding
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jul 11, 2025 Q2 2025 |
9,487
shares
|
$728,696
0.61% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
9,435
shares
|
$724,702
0.0% of portfolio
|
Q4 2022
Added 2.39%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
9,414
shares
|
$723,089
0.02% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Cutler Investment Counsel LLC
|
Jul 28, 2025 Q2 2025 |
9,357
shares
|
$718,711
0.08% of portfolio
|
Q1 2025
Added 19.69%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jul 07, 2025 Q2 2025 |
9,245
shares
|
$710,108
0.43% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
9,237
shares
|
$709,493
0.12% of portfolio
|
Q2 2025
Reduced 12.16%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jul 24, 2025 Q2 2025 |
9,226
shares
|
$708,649
0.57% of portfolio
|
Q2 2025
Reduced 13.3%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
9,165
shares
|
$703,963
0.0% of portfolio
|
Q2 2025
Added 41.39%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jul 29, 2025 Q2 2025 |
9,157
shares
|
$703,349
0.07% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jul 03, 2025 Q2 2025 |
9,155
shares
|
$703,195
0.5% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
9,068
shares
|
$696,513
0.01% of portfolio
|
Q2 2025
Added 8.61%
|