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 |
|---|---|---|---|---|---|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
6,065
shares
|
$465,852
0.07% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Aug 14, 2025 Q2 2025 |
6,016
shares
|
$462,088
0.26% of portfolio
|
Q2 2025
Reduced 73.25%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jul 17, 2025 Q2 2025 |
5,965
shares
|
$458,171
0.11% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jul 25, 2025 Q2 2025 |
5,910
shares
|
$453,947
0.09% of portfolio
|
Q2 2025
Reduced 42.99%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
5,856
shares
|
$449,799
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
5,816
shares
|
$446,726
0.02% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
5,803
shares
|
$445,728
0.05% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
5,759
shares
|
$442,348
0.0% of portfolio
|
Q2 2025
Reduced 10.81%
|
|
|
Sierra Capital LLC
|
Aug 11, 2025 Q2 2025 |
5,723
shares
|
$439,583
0.05% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
5,662
shares
|
$434,898
0.03% of portfolio
|
Q2 2025
Added 7.81%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,658
shares
|
$434,590
0.05% of portfolio
|
Q2 2025
Reduced 74.53%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
5,645
shares
|
$433,592
0.06% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
5,623
shares
|
$431,902
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
5,620
shares
|
$431,672
0.22% of portfolio
|
Q1 2024
Added 3.84%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
5,609
shares
|
$430,827
0.01% of portfolio
|
Q2 2025
Added 16.13%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,567
shares
|
$427,601
0.01% of portfolio
|
Q3 2024
Reduced 13.5%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
5,545
shares
|
$425,911
0.01% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Fsc Wealth Advisors, LLC
|
Sep 02, 2025 Q2 2025 |
5,511
shares
|
$423,299
0.26% of portfolio
|
Q2 2025
Added 5.17%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
5,510
shares
|
$423,223
0.03% of portfolio
|
Q3 2024
Reduced 7.58%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
5,440
shares
|
$417,846
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
5,424
shares
|
$416,617
0.22% of portfolio
|
Q3 2023
Added 0.33%
|
|
|
Thompson Siegel & Walmsley LLC
|
Aug 06, 2025 Q2 2025 |
5,419
shares
|
$416,233
0.01% of portfolio
|
Q2 2025
Reduced 52.75%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
5,402
shares
|
$414,927
0.0% of portfolio
|
Q1 2025
Added 8.47%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
5,390
shares
|
$414,005
0.06% of portfolio
|
Q2 2025
Reduced 6.49%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jul 24, 2025 Q2 2025 |
5,340
shares
|
$410,165
0.04% of portfolio
|
Q2 2025
Reduced 10.1%
|