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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
1,150
shares
|
$88,331
0.01% of portfolio
|
Q1 2025
Reduced 19.92%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
1,089
shares
|
$83,646
0.03% of portfolio
|
Q2 2025
Reduced 19.27%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
1,087
shares
|
$83,492
0.03% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
1,070
shares
|
$82,186
0.01% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
1,021
shares
|
$78,423
0.02% of portfolio
|
Q2 2025
Added 10.38%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
1,009
shares
|
$77,501
0.01% of portfolio
|
Q2 2025
Added 11.0%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
1,005
shares
|
$77,194
0.01% of portfolio
|
Q2 2023
Reduced 25.56%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
985
shares
|
$75,657
0.0% of portfolio
|
Q2 2025
Added 15.88%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
960
shares
|
$73,737
0.05% of portfolio
|
Q2 2025
Added 1782.35%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
950
shares
|
$72,969
0.03% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
945
shares
|
$72,585
0.03% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
930
shares
|
$71,433
0.03% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
901
shares
|
$69,205
0.03% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
901
shares
|
$69,205
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
896
shares
|
$68,821
0.0% of portfolio
|
Q2 2025
Reduced 43.68%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
896
shares
|
$68,821
0.0% of portfolio
|
Q3 2024
Added 34.53%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
846
shares
|
$64,981
0.0% of portfolio
|
Q2 2025
Added 73.36%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
833
shares
|
$63,982
0.0% of portfolio
|
Q1 2023
Reduced 16.87%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
785
shares
|
$60,295
0.0% of portfolio
|
Q1 2024
Added 25.4%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
773
shares
|
$59,374
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
765
shares
|
$58,759
0.01% of portfolio
|
Q2 2022
Reduced 42.57%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
753
shares
|
$57,837
0.0% of portfolio
|
Q4 2022
Added 15.31%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
750
shares
|
$57,607
0.0% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
750
shares
|
$57,607
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
738
shares
|
$56,685
0.05% of portfolio
|
Q2 2025
New holding
|