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 |
|---|---|---|---|---|---|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
177,974
shares
|
$13.7 Million
4.97% of portfolio
|
Q2 2025
Reduced 28.2%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
173,755
shares
|
$13.3 Million
1.62% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
171,474
shares
|
$13.2 Million
2.07% of portfolio
|
Q2 2025
Added 8.61%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
170,471
shares
|
$13.1 Million
0.05% of portfolio
|
Q2 2025
Reduced 38.3%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
170,133
shares
|
$13.1 Million
0.19% of portfolio
|
Q2 2025
Reduced 19.78%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
166,193
shares
|
$12.8 Million
0.02% of portfolio
|
Q2 2025
Added 11.07%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
162,668
shares
|
$12.5 Million
0.65% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
161,645
shares
|
$12.4 Million
0.01% of portfolio
|
Q3 2024
Added 93.38%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
159,531
shares
|
$12.3 Million
0.22% of portfolio
|
Q3 2022
Added 1094.54%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
157,557
shares
|
$12.1 Million
0.03% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
152,162
shares
|
$11.7 Million
0.32% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
150,227
shares
|
$11.5 Million
0.04% of portfolio
|
Q2 2025
Added 1107.03%
|
|
|
Nuveen, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
143,773
shares
|
$11 Million
0.0% of portfolio
|
Q2 2025
Reduced 80.82%
|
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
139,650
shares
|
$10.7 Million
3.63% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
137,224
shares
|
$10.5 Million
0.03% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Aug 11, 2025 Q2 2025 |
136,975
shares
|
$10.5 Million
3.16% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
136,400
shares
|
$10.5 Million
1.08% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Aug 06, 2025 Q2 2025 |
131,143
shares
|
$10.1 Million
2.21% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Dorval Corp
Maple Grove, MN |
Jul 28, 2025 Q2 2025 |
130,723
shares
|
$10 Million
3.4% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jul 14, 2025 Q2 2025 |
129,532
shares
|
$9.95 Million
4.86% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Jul 31, 2025 Q2 2025 |
128,839
shares
|
$9.9 Million
1.91% of portfolio
|
Q2 2025
Reduced 8.7%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
127,749
shares
|
$9.81 Million
0.52% of portfolio
|
Q2 2025
Added 11.12%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
127,532
shares
|
$9.8 Million
0.13% of portfolio
|
Q2 2025
Reduced 9.19%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
126,327
shares
|
$9.7 Million
2.4% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
124,832
shares
|
$9.59 Million
2.27% of portfolio
|
Q2 2025
New holding
|