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 |
|---|---|---|---|---|---|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,310
shares
|
$81,298
0.01% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
1,177
shares
|
$73,044
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
1,105
shares
|
$68,576
0.04% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
1,073
shares
|
$66,590
0.0% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Oct 08, 2024 Q3 2024 |
1,049
shares
|
$65,100
0.03% of portfolio
|
Q2 2024
Added 1.45%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
1,048
shares
|
$65,038
0.0% of portfolio
|
Q4 2022
Reduced 88.84%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
1,006
shares
|
$62,432
0.01% of portfolio
|
Q3 2024
Reduced 11.91%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
1,005
shares
|
$62,370
0.01% of portfolio
|
Q2 2023
Reduced 25.56%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
928
shares
|
$57,591
0.03% of portfolio
|
Q3 2024
Reduced 48.13%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
925
shares
|
$57,405
0.02% of portfolio
|
Q1 2022
Reduced 25.22%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
912
shares
|
$56,598
0.03% of portfolio
|
Q2 2024
Added 1.45%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
900
shares
|
$55,854
0.01% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
896
shares
|
$55,605
0.0% of portfolio
|
Q3 2024
Added 34.53%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
876
shares
|
$54,364
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
833
shares
|
$51,695
0.0% of portfolio
|
Q1 2023
Reduced 16.87%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
819
shares
|
$50,827
0.01% of portfolio
|
Q1 2024
Added 0.99%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
785
shares
|
$48,717
0.0% of portfolio
|
Q1 2024
Added 25.4%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
781
shares
|
$48,468
0.0% of portfolio
|
Q1 2024
Reduced 46.69%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
773
shares
|
$47,972
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
765
shares
|
$47,475
0.01% of portfolio
|
Q2 2022
Reduced 42.57%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
753
shares
|
$46,731
0.0% of portfolio
|
Q4 2022
Added 15.31%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
750
shares
|
$46,545
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
743
shares
|
$46,110
0.0% of portfolio
|
Q3 2024
Reduced 17.9%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
732
shares
|
$45,427
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
720
shares
|
$44,683
0.01% of portfolio
|
Q3 2024
New holding
|