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 |
|---|---|---|---|---|---|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
123,872
shares
|
$9.51 Million
0.35% of portfolio
|
Q2 2025
Reduced 68.03%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
122,475
shares
|
$9.41 Million
0.11% of portfolio
|
Q2 2025
Added 7.56%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
122,382
shares
|
$9.4 Million
0.02% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Ifrah Financial Services, Inc.
|
Jul 29, 2025 Q2 2025 |
120,585
shares
|
$9.26 Million
2.42% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
118,665
shares
|
$9.11 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.58%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
118,363
shares
|
$9.09 Million
0.36% of portfolio
|
Q3 2022
Added 390.6%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
118,022
shares
|
$9.07 Million
0.24% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
117,092
shares
|
$8.99 Million
0.65% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
115,935
shares
|
$8.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 90.54%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
114,732
shares
|
$8.81 Million
0.07% of portfolio
|
Q2 2025
Reduced 57.19%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
111,756
shares
|
$8.58 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
110,612
shares
|
$8.5 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
108,035
shares
|
$8.3 Million
1.22% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Jul 09, 2025 Q2 2025 |
106,601
shares
|
$8.19 Million
2.01% of portfolio
|
Q2 2025
Added 19.49%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Aug 07, 2025 Q2 2025 |
101,592
shares
|
$7.8 Million
1.87% of portfolio
|
Q2 2025
Added 8.07%
|
|
|
Bank Of Stockton
|
Jul 14, 2025 Q2 2025 |
99,365
shares
|
$7.63 Million
2.16% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
98,452
shares
|
$7.56 Million
1.08% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
98,315
shares
|
$7.55 Million
0.28% of portfolio
|
Q4 2024
Reduced 6.53%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
98,037
shares
|
$7.53 Million
0.08% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
97,988
shares
|
$7.53 Million
2.13% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
97,988
shares
|
$7.53 Million
2.07% of portfolio
|
Q4 2022
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
96,559
shares
|
$7.42 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
95,411
shares
|
$7.33 Million
0.01% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
94,296
shares
|
$7.24 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
93,744
shares
|
$7.2 Million
0.1% of portfolio
|
Q2 2025
Added 11.45%
|