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 |
|---|---|---|---|---|---|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
41,411
shares
|
$2.57 Million
0.03% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Pointe Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
40,921
shares
|
$2.54 Million
1.65% of portfolio
|
Q3 2024
Added 5.3%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
40,564
shares
|
$2.52 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
40,203
shares
|
$2.49 Million
0.07% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
39,713
shares
|
$2.46 Million
0.49% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Elm Partners Management LLC
|
Nov 07, 2024 Q3 2024 |
39,678
shares
|
$2.46 Million
0.19% of portfolio
|
Q4 2023
Reduced 35.42%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
38,866
shares
|
$2.41 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Oct 30, 2024 Q3 2024 |
38,547
shares
|
$2.39 Million
0.93% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
38,048
shares
|
$2.36 Million
0.61% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 08, 2024 Q3 2024 |
37,657
shares
|
$2.34 Million
0.97% of portfolio
|
Q3 2024
Reduced 4.36%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Oct 04, 2024 Q3 2024 |
37,614
shares
|
$2.33 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
37,092
shares
|
$2.3 Million
0.15% of portfolio
|
Q3 2024
Added 34.21%
|
|
|
Efficient Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
37,008
shares
|
$2.3 Million
0.16% of portfolio
|
Q3 2024
Reduced 6.69%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
36,656
shares
|
$2.27 Million
0.08% of portfolio
|
Q2 2020
Reduced 11.41%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
36,600
shares
|
$2.27 Million
0.1% of portfolio
|
Q3 2024
Reduced 30.5%
|
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
36,044
shares
|
$2.24 Million
0.31% of portfolio
|
Q3 2024
Reduced 70.61%
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
35,644
shares
|
$2.21 Million
0.73% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
35,343
shares
|
$2.19 Million
0.16% of portfolio
|
Q3 2024
Added 5.82%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
35,204
shares
|
$2.18 Million
0.0% of portfolio
|
Q3 2024
Added 6670.0%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
35,024
shares
|
$2.17 Million
0.46% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2024 Q3 2024 |
34,984
shares
|
$2.17 Million
1.73% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
34,722
shares
|
$2.15 Million
0.05% of portfolio
|
Q3 2024
Added 57.83%
|
|
|
Arizona Psprs Trust
Phoenix, AZ |
Nov 14, 2024 Q3 2024 |
34,526
shares
|
$2.14 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
34,159
shares
|
$2.12 Million
0.07% of portfolio
|
Q3 2024
Added 22.65%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
33,730
shares
|
$2.09 Million
0.05% of portfolio
|
Q3 2024
Reduced 9.4%
|