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 719 institutions that hold shares in the stock, with a total of 110 Million shares, which have been reported (via 13F filing form) to have a value of $6.79 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Foundation Wealth Management, LLC
Clayton, MO |
May 08, 2024 Q1 2024 |
35,800
shares
|
$2.21 Million
1.85% of portfolio
|
Q1 2024
Reduced 7.42%
|
|
Beacon Harbor Wealth Advisors, Inc.
|
May 07, 2024 Q1 2024 |
35,316
shares
|
$2.18 Million
0.59% of portfolio
|
Q1 2024
Added 2.97%
|
|
Frontier Asset Management, LLC
Sheridan, WY |
May 14, 2024 Q1 2024 |
34,907
shares
|
$2.15 Million
0.88% of portfolio
|
Q1 2024
Reduced 4.76%
|
|
Adviser Investments LLC
|
Apr 29, 2024 Q1 2024 |
34,845
shares
|
$2.15 Million
0.03% of portfolio
|
Q1 2024
Reduced 69.58%
|
|
Dynamic Advisor Solutions LLC
|
Apr 12, 2024 Q1 2024 |
34,525
shares
|
$2.13 Million
0.07% of portfolio
|
Q1 2024
Added 1.33%
|
|
Oppenheimer Asset Management Inc.
New York, NY |
May 06, 2024 Q1 2024 |
34,302
shares
|
$2.12 Million
0.03% of portfolio
|
Q1 2024
Reduced 80.16%
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
33,875
shares
|
$2.09 Million
0.01% of portfolio
|
Q1 2024
Reduced 2.21%
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
May 06, 2024 Q1 2024 |
33,298
shares
|
$2.05 Million
0.77% of portfolio
|
Q1 2024
Added 1.2%
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
33,158
shares
|
$2.05 Million
3.15% of portfolio
|
Q1 2023
Reduced 69.37%
|
|
Simon Quick Advisors, LLC
|
Apr 19, 2024 Q1 2024 |
32,965
shares
|
$2.03 Million
0.16% of portfolio
|
Q1 2024
Reduced 21.58%
|
|
Prosperity Planning, Inc.
|
Apr 15, 2024 Q1 2024 |
32,645
shares
|
$2.01 Million
0.72% of portfolio
|
Q1 2024
Added 2.4%
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
May 08, 2024 Q1 2024 |
32,438
shares
|
$2 Million
1.7% of portfolio
|
Q1 2024
Added 12.2%
|
|
M Holdings Securities, Inc.
Portland, OR |
May 14, 2024 Q1 2024 |
32,404
shares
|
$2 Million
0.34% of portfolio
|
Q1 2024
Reduced 16.62%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
32,382
shares
|
$2 Million
0.02% of portfolio
|
Q1 2024
Added 15.46%
|
|
Canopy Partners, LLC
Terrace Park, OH |
May 15, 2024 Q1 2024 |
32,359
shares
|
$2 Million
1.0% of portfolio
|
Q4 2023
New holding
|
|
Crewe Advisors LLC
|
May 13, 2024 Q1 2024 |
32,296
shares
|
$1.99 Million
0.24% of portfolio
|
Q1 2024
Added 7.54%
|
|
Elmwood Wealth Management, Inc.
|
May 10, 2024 Q1 2024 |
31,708
shares
|
$1.96 Million
0.92% of portfolio
|
Q1 2024
Added 81.96%
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2024 Q1 2024 |
31,410
shares
|
$1.94 Million
0.01% of portfolio
|
Q3 2023
Reduced 3.57%
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
31,184
shares
|
$1.92 Million
1.08% of portfolio
|
Q2 2022
Added 6.74%
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Apr 16, 2024 Q1 2024 |
30,814
shares
|
$1.9 Million
0.56% of portfolio
|
Q1 2024
Added 0.35%
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 13, 2024 Q1 2024 |
30,524
shares
|
$1.88 Million
0.44% of portfolio
|
Q1 2024
Added 0.27%
|
|
Guidance Point Advisors, LLC
|
May 10, 2024 Q1 2024 |
30,425
shares
|
$1.88 Million
0.64% of portfolio
|
Q1 2024
Reduced 1.27%
|
|
New World Advisors LLC
Hingham, MA |
Apr 22, 2024 Q1 2024 |
30,249
shares
|
$1.87 Million
0.56% of portfolio
|
Q1 2024
Reduced 8.68%
|
|
Park Avenue Securities LLC
|
Apr 10, 2024 Q1 2024 |
29,802
shares
|
$1.84 Million
0.02% of portfolio
|
Q1 2024
Added 7.7%
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 15, 2024 Q1 2024 |
29,575
shares
|
$1.82 Million
0.29% of portfolio
|
Q1 2024
New holding
|