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 798 institutions that hold shares in the stock, with a total of 103 Million shares, which have been reported (via 13F filing form) to have a value of $7.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ltg Capital LLC
|
Apr 30, 2025 Q1 2025 |
70,724
shares
|
$5.3 Million
4.39% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Washington Trust Bank
|
Apr 29, 2025 Q1 2025 |
70,392
shares
|
$5.28 Million
0.46% of portfolio
|
Q1 2025
Reduced 24.49%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
70,002
shares
|
$5.25 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
69,966
shares
|
$5.25 Million
0.09% of portfolio
|
Q2 2025
Added 110.66%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
68,130
shares
|
$5.11 Million
0.14% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
67,249
shares
|
$5.04 Million
1.41% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Harbor Advisory Corp
|
May 13, 2025 Q1 2025 |
66,890
shares
|
$5.01 Million
1.43% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
My Personal Cfo, LLC
|
Jul 21, 2025 Q2 2025 |
66,347
shares
|
$4.97 Million
2.34% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Apr 21, 2025 Q1 2025 |
66,282
shares
|
$4.97 Million
0.79% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Acadian Asset Management LLC
Boston, MA |
May 21, 2025 Q1 2025 |
66,212
shares
|
$4.96 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.03%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
65,994
shares
|
$4.95 Million
0.43% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
65,779
shares
|
$4.93 Million
0.0% of portfolio
|
Q3 2022
Added 65.8%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
65,739
shares
|
$4.93 Million
0.17% of portfolio
|
Q4 2024
Reduced 65.35%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
65,055
shares
|
$4.88 Million
0.52% of portfolio
|
Q1 2025
Reduced 12.86%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
64,391
shares
|
$4.83 Million
1.35% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
63,962
shares
|
$4.8 Million
2.54% of portfolio
|
Q1 2025
Added 6.58%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
63,506
shares
|
$4.76 Million
0.46% of portfolio
|
Q2 2025
Reduced 5.07%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
62,802
shares
|
$4.71 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
61,839
shares
|
$4.64 Million
0.02% of portfolio
|
Q1 2025
Reduced 10.1%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
58,456
shares
|
$4.38 Million
0.48% of portfolio
|
Q1 2025
Added 10.84%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
57,260
shares
|
$4.29 Million
0.13% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
56,882
shares
|
$4.26 Million
0.0% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
56,809
shares
|
$4.26 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.85%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
54,261
shares
|
$4.07 Million
0.09% of portfolio
|
Q4 2023
Added 5.47%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
52,835
shares
|
$3.96 Million
0.05% of portfolio
|
Q4 2023
Reduced 0.47%
|