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 |
|---|---|---|---|---|---|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
24,294
shares
|
$1.46 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2024 Q3 2024 |
24,050
shares
|
$1.45 Million
0.48% of portfolio
|
Q3 2024
Added 12.35%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
23,928
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
23,680
shares
|
$1.42 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 07, 2024 Q3 2024 |
23,593
shares
|
$1.42 Million
1.15% of portfolio
|
Q3 2024
Added 36.62%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
23,360
shares
|
$1.4 Million
0.01% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
23,215
shares
|
$1.4 Million
0.15% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
23,149
shares
|
$1.39 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
23,132
shares
|
$1.39 Million
0.43% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
22,821
shares
|
$1.37 Million
0.19% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 14, 2024 Q3 2024 |
22,664
shares
|
$1.36 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
22,650
shares
|
$1.36 Million
0.11% of portfolio
|
Q2 2024
Added 0.0%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
22,641
shares
|
$1.36 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Nov 06, 2024 Q3 2024 |
22,434
shares
|
$1.35 Million
0.72% of portfolio
|
Q3 2024
Added 13.72%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 13, 2024 Q3 2024 |
22,221
shares
|
$1.34 Million
0.53% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
22,088
shares
|
$1.33 Million
0.13% of portfolio
|
Q3 2024
Reduced 31.55%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
21,949
shares
|
$1.32 Million
0.11% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
21,899
shares
|
$1.32 Million
0.04% of portfolio
|
Q3 2024
Reduced 46.17%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
21,555
shares
|
$1.3 Million
0.04% of portfolio
|
Q3 2024
Reduced 9.36%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
21,460
shares
|
$1.29 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Oct 18, 2024 Q3 2024 |
21,425
shares
|
$1.29 Million
0.87% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 18, 2024 Q3 2024 |
21,369
shares
|
$1.28 Million
0.31% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
21,126
shares
|
$1.27 Million
0.07% of portfolio
|
Q3 2024
Reduced 26.63%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
21,051
shares
|
$1.27 Million
0.54% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Trust CO Of The South
Greensboro, NC |
Oct 02, 2024 Q3 2024 |
21,035
shares
|
$1.26 Million
0.3% of portfolio
|
Q4 2023
New holding
|