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 $6.91 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Reston Wealth Management LLC
|
May 09, 2024 Q1 2024 |
29,399
shares
|
$1.85 Million
0.76% of portfolio
|
Q1 2024
Reduced 7.12%
|
|
Single Point Partners, LLC
|
Apr 11, 2024 Q1 2024 |
28,961
shares
|
$1.82 Million
0.43% of portfolio
|
Q1 2024
Reduced 55.01%
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 09, 2024 Q1 2024 |
28,553
shares
|
$1.8 Million
0.18% of portfolio
|
Q1 2024
Reduced 2.4%
|
|
Wetherby Asset Management Inc
San Francisco, CA |
May 15, 2024 Q1 2024 |
28,501
shares
|
$1.79 Million
0.09% of portfolio
|
Q1 2024
Reduced 5.0%
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
28,370
shares
|
$1.78 Million
0.64% of portfolio
|
Q2 2022
Added 59.82%
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Apr 15, 2024 Q1 2024 |
27,559
shares
|
$1.73 Million
0.27% of portfolio
|
Q1 2024
Reduced 2.84%
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
27,061
shares
|
$1.7 Million
0.06% of portfolio
|
Q1 2024
Added 4.25%
|
|
Mc Adam, LLC
|
Apr 23, 2024 Q1 2024 |
26,956
shares
|
$1.69 Million
0.11% of portfolio
|
Q1 2024
Reduced 0.75%
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2024 Q1 2024 |
26,518
shares
|
$1.67 Million
0.08% of portfolio
|
Q1 2024
Added 11.24%
|
|
Financial Counselors Inc
|
May 02, 2024 Q1 2024 |
26,481
shares
|
$1.67 Million
0.03% of portfolio
|
Q1 2024
Reduced 26.63%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
25,882
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2023
Added 3.94%
|
|
Advisory Services Network, LLC
|
May 06, 2024 Q1 2024 |
25,747
shares
|
$1.62 Million
0.04% of portfolio
|
Q1 2024
Reduced 1.34%
|
|
White Wing Wealth Management
The Wodlands, TX |
Apr 17, 2024 Q1 2024 |
25,064
shares
|
$1.58 Million
1.31% of portfolio
|
Q1 2024
Reduced 56.18%
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
25,033
shares
|
$1.57 Million
0.05% of portfolio
|
Q1 2024
Reduced 3.17%
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
24,891
shares
|
$1.57 Million
0.11% of portfolio
|
Q3 2022
Added 7.69%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
24,773
shares
|
$1.56 Million
0.03% of portfolio
|
Q1 2024
Added 12.56%
|
|
Vise Technologies, Inc.
New York, NY |
May 15, 2024 Q1 2024 |
24,704
shares
|
$1.55 Million
0.31% of portfolio
|
Q1 2024
Reduced 9.08%
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Apr 30, 2024 Q1 2024 |
24,702
shares
|
$1.55 Million
0.07% of portfolio
|
Q1 2024
Reduced 0.37%
|
|
F Dx Advisors, Inc.
|
May 03, 2024 Q1 2024 |
24,304
shares
|
$1.53 Million
0.23% of portfolio
|
Q1 2024
Reduced 37.23%
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 13, 2024 Q1 2024 |
24,100
shares
|
$1.52 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
24,054
shares
|
$1.51 Million
0.01% of portfolio
|
Q1 2024
Reduced 36.04%
|
|
Family Firm, Inc.
|
May 01, 2024 Q1 2024 |
23,947
shares
|
$1.51 Million
0.37% of portfolio
|
Q1 2024
Reduced 2.61%
|
|
Sterling Financial Planning, Inc.
|
May 06, 2024 Q1 2024 |
23,891
shares
|
$1.5 Million
0.63% of portfolio
|
Q1 2024
Reduced 0.89%
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 06, 2024 Q1 2024 |
23,888
shares
|
$1.5 Million
0.05% of portfolio
|
Q1 2024
Reduced 0.58%
|
|
Alpha Q Advisors LLC
Orlando, FL |
May 02, 2024 Q1 2024 |
23,600
shares
|
$1.48 Million
0.9% of portfolio
|
Q1 2024
Added 28.64%
|