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 |
|---|---|---|---|---|---|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
4,003
shares
|
$307,470
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
3,949
shares
|
$303,322
0.08% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Truefg, LLC
Cedar Park, TX |
Aug 14, 2025 Q2 2025 |
3,927
shares
|
$301,632
0.08% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
3,904
shares
|
$299,866
0.02% of portfolio
|
Q2 2025
Added 9.48%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
3,873
shares
|
$297,485
0.05% of portfolio
|
Q2 2025
Added 4.93%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
3,796
shares
|
$291,570
0.08% of portfolio
|
Q2 2025
Reduced 70.4%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jul 23, 2025 Q2 2025 |
3,773
shares
|
$289,804
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jul 30, 2025 Q2 2025 |
3,770
shares
|
$289,573
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Jul 23, 2025 Q2 2025 |
3,760
shares
|
$288,805
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
Jul 25, 2025 Q2 2025 |
3,754
shares
|
$288,344
0.26% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
3,715
shares
|
$285,349
0.0% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
3,700
shares
|
$284,197
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
3,677
shares
|
$282,430
0.0% of portfolio
|
Q1 2025
Reduced 57.51%
|
|
|
Archvest Wealth Advisors, Inc.
|
May 02, 2025 Q1 2025 |
3,644
shares
|
$279,895
0.19% of portfolio
|
Q1 2025
Reduced 6.92%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
3,616
shares
|
$277,744
0.02% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Aug 12, 2025 Q2 2025 |
3,569
shares
|
$274,134
0.2% of portfolio
|
Q4 2024
Reduced 30.2%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jul 09, 2025 Q2 2025 |
3,544
shares
|
$272,214
0.12% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
3,542
shares
|
$272,061
0.04% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
3,536
shares
|
$271,600
0.05% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Aug 06, 2025 Q2 2025 |
3,529
shares
|
$271,062
0.12% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
3,520
shares
|
$270,371
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
3,512
shares
|
$269,756
0.0% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
3,504
shares
|
$269,142
0.05% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
3,504
shares
|
$269,142
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
3,479
shares
|
$267,221
0.01% of portfolio
|
Q2 2025
Reduced 9.31%
|