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 |
|---|---|---|---|---|---|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
178,508
shares
|
$11.1 Million
0.75% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
173,436
shares
|
$10.8 Million
1.14% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
167,757
shares
|
$10.4 Million
0.28% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
164,212
shares
|
$10.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 30.04%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
161,645
shares
|
$10 Million
0.01% of portfolio
|
Q3 2024
Added 93.38%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
160,143
shares
|
$9.94 Million
0.34% of portfolio
|
Q3 2024
Reduced 7.99%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
159,531
shares
|
$9.9 Million
0.22% of portfolio
|
Q3 2022
Added 1094.54%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 30, 2024 Q3 2024 |
157,704
shares
|
$9.79 Million
1.35% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
155,701
shares
|
$9.66 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
154,206
shares
|
$9.57 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.96%
|
|
|
M&T Bank Corp
|
Nov 15, 2024 Q3 2024 |
152,302
shares
|
$9.45 Million
0.01% of portfolio
|
Q3 2024
Reduced 14.02%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 07, 2024 Q3 2024 |
141,198
shares
|
$8.76 Million
1.94% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
140,577
shares
|
$8.72 Million
0.18% of portfolio
|
Q3 2024
Reduced 5.5%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 14, 2024 Q3 2024 |
139,566
shares
|
$8.66 Million
2.39% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
136,401
shares
|
$8.47 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.37%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Oct 31, 2024 Q3 2024 |
134,500
shares
|
$8.35 Million
0.62% of portfolio
|
Q2 2024
Added 93.53%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2024 Q3 2024 |
131,345
shares
|
$8.15 Million
2.64% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
|
Fairhaven Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
126,775
shares
|
$7.87 Million
2.64% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Omega Financial Group, LLC
|
Oct 07, 2024 Q3 2024 |
126,531
shares
|
$7.85 Million
3.25% of portfolio
|
Q3 2024
Added 8.32%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Nov 01, 2024 Q3 2024 |
125,584
shares
|
$7.79 Million
2.86% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
122,569
shares
|
$7.61 Million
2.26% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 24, 2024 Q3 2024 |
121,799
shares
|
$7.56 Million
4.63% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
121,343
shares
|
$7.53 Million
0.13% of portfolio
|
Q3 2024
Added 5.77%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
118,363
shares
|
$7.35 Million
0.36% of portfolio
|
Q3 2022
Added 390.6%
|
|
|
Dorval Corp
Maple Grove, MN |
Oct 23, 2024 Q3 2024 |
117,967
shares
|
$7.32 Million
3.2% of portfolio
|
Q3 2024
Added 7.58%
|