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 |
|---|---|---|---|---|---|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
91,434
shares
|
$7.02 Million
0.61% of portfolio
|
Q4 2022
Added 113.9%
|
|
|
Ifg Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
90,915
shares
|
$6.98 Million
1.13% of portfolio
|
Q2 2025
Added 13.01%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
90,507
shares
|
$6.95 Million
0.11% of portfolio
|
Q2 2025
Reduced 77.58%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
88,189
shares
|
$6.77 Million
0.08% of portfolio
|
Q2 2025
Added 155.27%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
88,073
shares
|
$6.76 Million
1.14% of portfolio
|
Q3 2024
Added 12.13%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
85,576
shares
|
$6.57 Million
1.26% of portfolio
|
Q2 2025
Reduced 14.62%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
85,292
shares
|
$6.55 Million
0.39% of portfolio
|
Q4 2023
Added 0.34%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
84,258
shares
|
$6.47 Million
0.68% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
83,337
shares
|
$6.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.78%
|
|
|
Encompass Wealth Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
81,047
shares
|
$6.23 Million
2.19% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
79,372
shares
|
$6.1 Million
0.13% of portfolio
|
Q2 2025
Added 1344.18%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
79,198
shares
|
$6.08 Million
0.05% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
79,139
shares
|
$6.08 Million
1.02% of portfolio
|
Q4 2023
New holding
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
78,649
shares
|
$6.04 Million
0.77% of portfolio
|
Q2 2025
Added 54.12%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
77,404
shares
|
$5.95 Million
1.79% of portfolio
|
Q1 2023
Added 0.65%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
75,772
shares
|
$5.82 Million
1.31% of portfolio
|
Q2 2025
New holding
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
75,346
shares
|
$5.79 Million
0.15% of portfolio
|
Q4 2023
Reduced 2.25%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
75,052
shares
|
$5.76 Million
0.29% of portfolio
|
Q2 2025
Reduced 7.25%
|
|
|
Latigo Investments, LLC
|
May 06, 2025 Q1 2025 |
74,019
shares
|
$5.69 Million
2.51% of portfolio
|
Q4 2022
New holding
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
73,027
shares
|
$5.61 Million
2.85% of portfolio
|
Q3 2023
Reduced 0.85%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
71,120
shares
|
$5.46 Million
0.76% of portfolio
|
Q2 2025
Reduced 8.91%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jul 29, 2025 Q2 2025 |
70,611
shares
|
$5.42 Million
0.69% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
70,399
shares
|
$5.41 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Ltg Capital LLC
|
Aug 05, 2025 Q2 2025 |
70,166
shares
|
$5.39 Million
4.68% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
69,966
shares
|
$5.37 Million
0.09% of portfolio
|
Q2 2025
Added 110.66%
|