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 |
|---|---|---|---|---|---|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
284,186
shares
|
$21.8 Million
0.38% of portfolio
|
Q2 2025
Added 86.57%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
282,510
shares
|
$21.7 Million
0.46% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
282,208
shares
|
$21.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 17.42%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
280,664
shares
|
$21.6 Million
0.14% of portfolio
|
Q1 2025
Added 7.94%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
278,066
shares
|
$21.4 Million
1.18% of portfolio
|
Q2 2025
Added 28.53%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
274,406
shares
|
$21.1 Million
0.04% of portfolio
|
Q2 2025
Added 13.79%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
271,584
shares
|
$20.9 Million
4.66% of portfolio
|
Q3 2022
Added 2.88%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
255,603
shares
|
$19.6 Million
0.07% of portfolio
|
Q2 2025
Added 124.93%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
251,262
shares
|
$19.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Shore Point Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
247,980
shares
|
$19 Million
9.13% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
247,038
shares
|
$19 Million
0.02% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jul 09, 2025 Q2 2025 |
241,900
shares
|
$18.6 Million
1.06% of portfolio
|
Q2 2025
Reduced 72.42%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
235,549
shares
|
$18.1 Million
8.44% of portfolio
|
Q2 2025
Added 5391.93%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
230,840
shares
|
$17.7 Million
0.03% of portfolio
|
Q2 2025
Reduced 12.37%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
223,838
shares
|
$17.2 Million
5.04% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
215,453
shares
|
$16.5 Million
0.1% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
208,677
shares
|
$16 Million
0.08% of portfolio
|
Q2 2023
Reduced 2.78%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
205,491
shares
|
$15.8 Million
0.32% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
204,007
shares
|
$15.7 Million
0.05% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
199,700
shares
|
$15.3 Million
6.19% of portfolio
|
Q2 2022
Added 0.93%
|
|
|
Kabouter Management, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
196,862
shares
|
$15.1 Million
85.5% of portfolio
|
Q3 2024
Added 38.7%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
192,812
shares
|
$14.8 Million
0.79% of portfolio
|
Q2 2025
Reduced 4.2%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
188,476
shares
|
$14.5 Million
1.51% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
185,298
shares
|
$14.2 Million
0.49% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
183,359
shares
|
$14.1 Million
0.02% of portfolio
|
Q2 2025
Added 99.58%
|