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 747 institutions that hold shares in the stock, with a total of 95.7 Million shares, which have been reported (via 13F filing form) to have a value of $5.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 29, 2024 Q3 2024 |
29,672
shares
|
$1.78 Million
1.52% of portfolio
|
Q3 2024
Reduced 6.49%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
29,425
shares
|
$1.77 Million
0.0% of portfolio
|
Q3 2024
Reduced 47.4%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
29,062
shares
|
$1.75 Million
0.36% of portfolio
|
Q3 2024
Added 7.93%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
28,881
shares
|
$1.74 Million
0.08% of portfolio
|
Q3 2024
Added 6.6%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
28,758
shares
|
$1.73 Million
0.44% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
28,743
shares
|
$1.73 Million
0.06% of portfolio
|
Q3 2024
Reduced 24.81%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
28,609
shares
|
$1.72 Million
0.7% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
28,370
shares
|
$1.71 Million
0.64% of portfolio
|
Q2 2022
Added 59.82%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
28,285
shares
|
$1.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
28,156
shares
|
$1.69 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
Oct 18, 2024 Q3 2024 |
26,983
shares
|
$1.62 Million
1.56% of portfolio
|
Q3 2024
Reduced 64.45%
|
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
26,913
shares
|
$1.62 Million
0.42% of portfolio
|
Q3 2024
Added 11.7%
|
|
|
New World Advisors LLC
Hingham, MA |
Oct 24, 2024 Q3 2024 |
26,712
shares
|
$1.61 Million
0.47% of portfolio
|
Q3 2024
Reduced 7.99%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
26,645
shares
|
$1.6 Million
0.03% of portfolio
|
Q2 2024
Added 7.56%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
26,210
shares
|
$1.58 Million
0.11% of portfolio
|
Q3 2024
Reduced 15.76%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
25,882
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2023
Added 3.94%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
25,797
shares
|
$1.55 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
25,676
shares
|
$1.54 Million
0.08% of portfolio
|
Q3 2024
Reduced 9.91%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
25,291
shares
|
$1.52 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Econ Financial Services Corp
|
Oct 18, 2024 Q3 2024 |
25,269
shares
|
$1.52 Million
0.97% of portfolio
|
Q3 2024
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
25,201
shares
|
$1.52 Million
0.34% of portfolio
|
Q3 2024
Added 30.2%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
25,000
shares
|
$1.5 Million
0.03% of portfolio
|
Q2 2024
Reduced 2.9%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
24,891
shares
|
$1.5 Million
0.11% of portfolio
|
Q3 2022
Added 7.69%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
24,359
shares
|
$1.46 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
24,337
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2024
Reduced 82.63%
|