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 |
|---|---|---|---|---|---|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
23,523
shares
|
$1.63 Million
0.02% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
23,360
shares
|
$1.62 Million
0.01% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Apr 30, 2025 Q1 2025 |
23,157
shares
|
$1.61 Million
0.55% of portfolio
|
Q1 2025
Reduced 10.77%
|
|
|
Falcon Wealth Planning
|
Apr 24, 2025 Q1 2025 |
23,107
shares
|
$1.6 Million
0.18% of portfolio
|
Q1 2025
Reduced 23.01%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Apr 21, 2025 Q1 2025 |
23,105
shares
|
$1.6 Million
1.55% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
May 14, 2025 Q1 2025 |
22,576
shares
|
$1.57 Million
0.44% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
22,549
shares
|
$1.56 Million
0.14% of portfolio
|
Q1 2025
Added 69.58%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
May 15, 2025 Q1 2025 |
22,488
shares
|
$1.56 Million
0.99% of portfolio
|
Q1 2025
Reduced 14.83%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
22,212
shares
|
$1.54 Million
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
22,113
shares
|
$1.53 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
F Dx Advisors, Inc.
|
May 01, 2025 Q1 2025 |
22,055
shares
|
$1.53 Million
0.46% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
21,683
shares
|
$1.5 Million
0.0% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
21,615
shares
|
$1.5 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.93%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
21,611
shares
|
$1.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 24.62%
|
|
|
Beam Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
21,142
shares
|
$1.47 Million
0.47% of portfolio
|
Q1 2025
Added 7.47%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
21,126
shares
|
$1.47 Million
1.0% of portfolio
|
Q1 2025
Added 12.52%
|
|
|
Trust CO Of The South
Greensboro, NC |
Apr 01, 2025 Q1 2025 |
21,035
shares
|
$1.46 Million
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Pictet Bank & Trust LTD
|
Apr 28, 2025 Q1 2025 |
21,030
shares
|
$1.46 Million
1.63% of portfolio
|
Q4 2024
Added 18.15%
|
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
20,772
shares
|
$1.44 Million
0.5% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Lee Financial CO
Dallas, TX |
May 13, 2025 Q1 2025 |
20,720
shares
|
$1.44 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
20,478
shares
|
$1.42 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Intergy Private Wealth, LLC
|
Apr 11, 2025 Q1 2025 |
20,397
shares
|
$1.42 Million
0.5% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
May 13, 2025 Q1 2025 |
20,295
shares
|
$1.41 Million
0.21% of portfolio
|
Q1 2025
Reduced 8.13%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
May 14, 2025 Q1 2025 |
20,020
shares
|
$1.39 Million
1.23% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
19,998
shares
|
$1.39 Million
0.28% of portfolio
|
Q1 2025
Reduced 6.53%
|