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 |
|---|---|---|---|---|---|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
654,228
shares
|
$40.6 Million
1.5% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Aug 08, 2024 Q2 2024 |
602,544
shares
|
$37.4 Million
1.46% of portfolio
|
Q2 2024
Reduced 1.3%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
591,690
shares
|
$36.7 Million
0.04% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
582,506
shares
|
$36.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Nov 05, 2024 Q3 2024 |
565,057
shares
|
$35.1 Million
0.38% of portfolio
|
Q3 2024
Added 486.66%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
488,195
shares
|
$30.3 Million
0.34% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
473,588
shares
|
$29.4 Million
0.35% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
464,044
shares
|
$28.8 Million
1.74% of portfolio
|
Q3 2024
Reduced 13.89%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
461,049
shares
|
$28.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 23.31%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
445,652
shares
|
$27.7 Million
1.24% of portfolio
|
Q3 2024
Added 5.62%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
441,821
shares
|
$27.4 Million
0.52% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
439,121
shares
|
$27.3 Million
0.37% of portfolio
|
Q3 2023
Added 4.72%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
429,393
shares
|
$26.6 Million
0.85% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
406,688
shares
|
$25.2 Million
0.4% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
391,293
shares
|
$24.3 Million
0.14% of portfolio
|
Q3 2024
Added 12.48%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
377,569
shares
|
$23.4 Million
0.05% of portfolio
|
Q3 2024
Added 143.94%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
345,314
shares
|
$21.4 Million
0.57% of portfolio
|
Q3 2024
Reduced 5.35%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
335,431
shares
|
$20.8 Million
1.37% of portfolio
|
Q2 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
326,256
shares
|
$20.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 26.43%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
313,102
shares
|
$19.4 Million
0.08% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Brand Asset Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
308,077
shares
|
$19.1 Million
8.32% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
297,399
shares
|
$18.5 Million
0.59% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
294,340
shares
|
$18.3 Million
1.4% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
294,332
shares
|
$18.3 Million
7.6% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
293,130
shares
|
$18.2 Million
0.07% of portfolio
|
Q3 2024
Added 0.55%
|