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 769 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 $7.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
33,191
shares
|
$2.3 Million
0.42% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
33,158
shares
|
$2.3 Million
3.15% of portfolio
|
Q1 2023
Reduced 69.37%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
32,607
shares
|
$2.26 Million
0.04% of portfolio
|
Q1 2025
Reduced 13.81%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
32,481
shares
|
$2.25 Million
2.16% of portfolio
|
Q1 2025
New holding
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
May 06, 2025 Q1 2025 |
32,216
shares
|
$2.24 Million
1.13% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Apr 21, 2025 Q1 2025 |
31,997
shares
|
$2.22 Million
1.59% of portfolio
|
Q1 2025
Added 11.92%
|
|
|
Pointe Capital Management LLC
|
May 01, 2025 Q1 2025 |
31,850
shares
|
$2.21 Million
1.2% of portfolio
|
Q1 2025
Reduced 17.55%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
May 16, 2025 Q1 2025 |
31,789
shares
|
$2.21 Million
0.87% of portfolio
|
Q1 2025
Added 756.15%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
May 15, 2025 Q1 2025 |
31,711
shares
|
$2.2 Million
0.78% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Elmwood Wealth Management, Inc.
|
Apr 28, 2025 Q1 2025 |
31,691
shares
|
$2.2 Million
0.91% of portfolio
|
Q1 2025
Reduced 4.38%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
31,565
shares
|
$2.19 Million
0.25% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
May 07, 2025 Q1 2025 |
31,418
shares
|
$2.18 Million
0.78% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Apr 16, 2025 Q1 2025 |
31,328
shares
|
$2.17 Million
0.62% of portfolio
|
Q1 2025
Reduced 14.66%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
31,184
shares
|
$2.16 Million
1.08% of portfolio
|
Q2 2022
Added 6.74%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
30,623
shares
|
$2.13 Million
0.02% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
30,191
shares
|
$2.1 Million
0.04% of portfolio
|
Q1 2025
Reduced 10.44%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
29,956
shares
|
$2.08 Million
0.04% of portfolio
|
Q1 2025
Added 28.47%
|
|
|
Reston Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
29,684
shares
|
$2.06 Million
0.76% of portfolio
|
Q1 2025
Reduced 5.82%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
29,388
shares
|
$2.04 Million
0.03% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
29,084
shares
|
$2.02 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
28,619
shares
|
$1.99 Million
0.01% of portfolio
|
Q1 2025
Added 5.37%
|
|
|
Fi3 Financial Advisors, LLC
|
May 09, 2025 Q1 2025 |
28,617
shares
|
$1.99 Million
0.74% of portfolio
|
Q1 2025
Reduced 63.48%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
28,370
shares
|
$1.97 Million
0.64% of portfolio
|
Q2 2022
Added 59.82%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
May 05, 2025 Q1 2025 |
28,239
shares
|
$1.96 Million
0.79% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
28,222
shares
|
$1.96 Million
0.04% of portfolio
|
Q1 2025
Added 3.9%
|