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 |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
610,968
shares
|
$46.9 Million
0.03% of portfolio
|
Q2 2025
Reduced 57.48%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
591,062
shares
|
$45.4 Million
0.03% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
590,623
shares
|
$45.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 52.31%
|
|
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
534,741
shares
|
$41.1 Million
0.01% of portfolio
|
Q2 2025
Added 11.26%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
499,374
shares
|
$38.4 Million
0.05% of portfolio
|
Q2 2025
Reduced 27.32%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
488,195
shares
|
$37.5 Million
0.34% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
472,743
shares
|
$36.3 Million
0.95% of portfolio
|
Q2 2025
Added 7.85%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
470,679
shares
|
$36.2 Million
0.42% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
439,121
shares
|
$33.7 Million
0.37% of portfolio
|
Q3 2023
Added 4.72%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
417,233
shares
|
$32 Million
0.01% of portfolio
|
Q4 2024
Added 154.08%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
414,181
shares
|
$31.8 Million
1.06% of portfolio
|
Q2 2025
Reduced 8.8%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
402,920
shares
|
$30.9 Million
0.45% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
398,553
shares
|
$30.6 Million
1.53% of portfolio
|
Q2 2025
Reduced 11.79%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
395,017
shares
|
$30.3 Million
0.69% of portfolio
|
Q2 2025
Added 16.1%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
381,232
shares
|
$29.3 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
378,469
shares
|
$29.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 34.23%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
349,443
shares
|
$26.8 Million
0.35% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
347,919
shares
|
$26.7 Million
0.93% of portfolio
|
Q2 2025
Added 658.57%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
335,431
shares
|
$25.8 Million
1.37% of portfolio
|
Q2 2024
New holding
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Aug 08, 2025 Q2 2025 |
332,173
shares
|
$25.5 Million
1.41% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
330,821
shares
|
$25.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
319,966
shares
|
$24.6 Million
8.39% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
290,122
shares
|
$22.3 Million
0.06% of portfolio
|
Q2 2025
Added 148.98%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Aug 12, 2025 Q2 2025 |
289,426
shares
|
$22.2 Million
5.67% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
286,662
shares
|
$22 Million
0.19% of portfolio
|
Q2 2025
Added 145.05%
|