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 |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
28,183
shares
|
$1.96 Million
0.08% of portfolio
|
Q1 2025
Added 7.35%
|
|
|
Efficient Advisors, LLC
|
May 06, 2025 Q1 2025 |
28,138
shares
|
$1.95 Million
0.12% of portfolio
|
Q1 2025
Reduced 22.83%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
May 09, 2025 Q1 2025 |
28,070
shares
|
$1.95 Million
1.27% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
27,770
shares
|
$1.93 Million
0.09% of portfolio
|
Q1 2025
Reduced 9.35%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
27,726
shares
|
$1.92 Million
0.75% of portfolio
|
Q1 2025
Reduced 6.5%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
May 07, 2025 Q1 2025 |
27,712
shares
|
$1.92 Million
0.66% of portfolio
|
Q1 2025
Reduced 10.64%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
26,974
shares
|
$1.87 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
26,645
shares
|
$1.85 Million
0.03% of portfolio
|
Q2 2024
Added 7.56%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
26,500
shares
|
$1.84 Million
0.38% of portfolio
|
Q1 2025
Reduced 8.48%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
26,229
shares
|
$1.82 Million
0.04% of portfolio
|
Q1 2025
Added 8.7%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
26,141
shares
|
$1.81 Million
0.06% of portfolio
|
Q1 2025
Reduced 14.89%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
25,882
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2023
Added 3.94%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
25,835
shares
|
$1.79 Million
0.01% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
25,521
shares
|
$1.77 Million
0.06% of portfolio
|
Q1 2025
Reduced 22.63%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
25,063
shares
|
$1.74 Million
0.13% of portfolio
|
Q1 2025
Reduced 48.37%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
24,959
shares
|
$1.73 Million
0.19% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
24,891
shares
|
$1.73 Million
0.11% of portfolio
|
Q3 2022
Added 7.69%
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
24,834
shares
|
$1.72 Million
0.35% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
24,625
shares
|
$1.71 Million
0.54% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
24,598
shares
|
$1.71 Million
0.0% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
24,476
shares
|
$1.7 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
24,078
shares
|
$1.67 Million
0.07% of portfolio
|
Q4 2024
Reduced 6.22%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
23,799
shares
|
$1.65 Million
0.04% of portfolio
|
Q1 2025
Added 6.37%
|
|
|
Dohj, LLC
Seattle, WA |
Apr 16, 2025 Q1 2025 |
23,740
shares
|
$1.65 Million
0.35% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
23,638
shares
|
$1.64 Million
0.14% of portfolio
|
Q1 2025
Reduced 3.6%
|