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 798 institutions that hold shares in the stock, with a total of 103 Million shares, which have been reported (via 13F filing form) to have a value of $7.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
State Of Tennessee, Treasury Department
Nashville, TN |
May 13, 2025 Q1 2025 |
682,530
shares
|
$51.2 Million
0.17% of portfolio
|
Q1 2025
Added 30.25%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
672,213
shares
|
$50.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Jul 11, 2025 Q2 2025 |
639,573
shares
|
$47.9 Million
7.13% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
583,080
shares
|
$43.7 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
582,846
shares
|
$43.7 Million
0.7% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
575,480
shares
|
$43.1 Million
0.01% of portfolio
|
Q1 2025
Added 6.66%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
488,195
shares
|
$36.6 Million
0.34% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
480,622
shares
|
$36 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
473,295
shares
|
$35.5 Million
0.42% of portfolio
|
Q1 2025
Added 2.81%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
439,121
shares
|
$32.9 Million
0.37% of portfolio
|
Q3 2023
Added 4.72%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
438,326
shares
|
$32.9 Million
0.87% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
417,233
shares
|
$31.3 Million
0.01% of portfolio
|
Q4 2024
Added 154.08%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
414,181
shares
|
$31.1 Million
1.06% of portfolio
|
Q2 2025
Reduced 8.8%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
403,601
shares
|
$30.3 Million
0.55% of portfolio
|
Q1 2025
Reduced 43.68%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
402,920
shares
|
$30.2 Million
0.45% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
398,553
shares
|
$29.9 Million
1.53% of portfolio
|
Q2 2025
Reduced 11.79%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
395,166
shares
|
$29.6 Million
0.04% of portfolio
|
Q1 2025
Added 164.74%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
395,017
shares
|
$29.6 Million
0.69% of portfolio
|
Q2 2025
Added 16.1%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
387,510
shares
|
$29.1 Million
0.89% of portfolio
|
Q1 2025
Reduced 41.01%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
367,541
shares
|
$27.6 Million
0.36% of portfolio
|
Q1 2025
Reduced 5.81%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
347,010
shares
|
$26 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.91%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
341,744
shares
|
$25.6 Million
0.01% of portfolio
|
Q1 2025
Added 51.91%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
May 14, 2025 Q1 2025 |
336,261
shares
|
$25.2 Million
1.35% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
335,431
shares
|
$25.1 Million
1.37% of portfolio
|
Q2 2024
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
319,966
shares
|
$24 Million
8.39% of portfolio
|
Q2 2025
Added 1.2%
|