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 |
|---|---|---|---|---|---|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
3,022
shares
|
$232,119
0.54% of portfolio
|
Q3 2024
New holding
|
|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
3,017
shares
|
$231,735
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
3,008
shares
|
$231,044
0.0% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
2,982
shares
|
$229,047
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
2,974
shares
|
$228,432
0.11% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
2,932
shares
|
$225,206
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
2,919
shares
|
$224,208
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
2,889
shares
|
$221,904
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
2,878
shares
|
$221,059
0.06% of portfolio
|
Q3 2023
Reduced 61.51%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Jul 17, 2025 Q2 2025 |
2,853
shares
|
$219,138
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
2,850
shares
|
$218,908
0.01% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
2,836
shares
|
$217,833
0.01% of portfolio
|
Q2 2025
Reduced 20.96%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
2,833
shares
|
$217,602
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
First National Advisers, LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
2,800
shares
|
$215,068
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jul 08, 2025 Q2 2025 |
2,749
shares
|
$211,150
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
2,723
shares
|
$209,153
0.01% of portfolio
|
Q2 2025
Added 22.71%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
2,546
shares
|
$195,558
0.03% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
2,522
shares
|
$193,714
0.08% of portfolio
|
Q2 2025
Added 126000.0%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
2,334
shares
|
$179,274
0.01% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
2,280
shares
|
$175,126
0.03% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
2,161
shares
|
$165,986
0.2% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
2,111
shares
|
$162,145
0.05% of portfolio
|
Q2 2025
Reduced 18.21%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2,095
shares
|
$160,916
0.01% of portfolio
|
Q2 2022
Reduced 20.64%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
2,080
shares
|
$159,764
0.02% of portfolio
|
Q2 2025
Added 60.62%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
2,077
shares
|
$159,534
0.01% of portfolio
|
Q4 2023
Reduced 1.94%
|