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 |
---|---|---|---|---|---|
Uma Financial Services, Inc.
|
Apr 17, 2024 Q1 2024 |
23,362
shares
|
$1.47 Million
0.3% of portfolio
|
Q1 2024
Reduced 6.59%
|
|
Vestcor Inc
Fredericton, A3 |
May 14, 2024 Q1 2024 |
23,150
shares
|
$1.46 Million
0.05% of portfolio
|
Q1 2024
Added 94.7%
|
|
Dohj, LLC
Seattle, WA |
Apr 15, 2024 Q1 2024 |
23,039
shares
|
$1.45 Million
0.39% of portfolio
|
Q1 2024
Added 7.33%
|
|
Lee Financial CO
Dallas, TX |
May 15, 2024 Q1 2024 |
22,965
shares
|
$1.44 Million
0.24% of portfolio
|
Q1 2024
Reduced 0.25%
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Feb 13, 2024 Q4 2023 |
22,834
shares
|
$1.44 Million
1.55% of portfolio
|
Q4 2023
Reduced 13.84%
|
|
Blair William & CO
Chicago, IL |
May 09, 2024 Q1 2024 |
22,683
shares
|
$1.43 Million
0.0% of portfolio
|
Q1 2024
Added 0.05%
|
|
Evanson Asset Management, LLC
|
Apr 12, 2024 Q1 2024 |
22,649
shares
|
$1.42 Million
0.11% of portfolio
|
Q1 2024
Reduced 1.39%
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 14, 2024 Q1 2024 |
22,632
shares
|
$1.42 Million
0.14% of portfolio
|
Q4 2023
Added 0.28%
|
|
Wealthspire Advisors, LLC
New York, NY |
May 06, 2024 Q1 2024 |
22,200
shares
|
$1.4 Million
0.02% of portfolio
|
Q1 2024
Added 0.26%
|
|
Mutual Advisors, LLC
Casper, WY |
May 02, 2024 Q1 2024 |
22,169
shares
|
$1.39 Million
0.05% of portfolio
|
Q1 2024
Reduced 6.59%
|
|
Rebalance, LLC
Palo Alto, CA |
Apr 22, 2024 Q1 2024 |
21,947
shares
|
$1.38 Million
0.11% of portfolio
|
Q4 2023
Added 6.34%
|
|
Wescott Financial Advisory Group, LLC
|
May 13, 2024 Q1 2024 |
21,717
shares
|
$1.37 Million
0.19% of portfolio
|
Q1 2024
Reduced 18.22%
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
May 09, 2024 Q1 2024 |
21,592
shares
|
$1.36 Million
0.32% of portfolio
|
Q1 2024
Reduced 10.21%
|
|
Davenport & CO LLC
|
May 03, 2024 Q1 2024 |
21,471
shares
|
$1.35 Million
0.01% of portfolio
|
Q1 2024
Added 33.01%
|
|
Trust CO Of The South
Greensboro, NC |
Jul 02, 2024 Q2 2024 |
21,035
shares
|
$1.32 Million
0.31% of portfolio
|
Q4 2023
New holding
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 06, 2024 Q1 2024 |
20,956
shares
|
$1.32 Million
0.03% of portfolio
|
Q1 2024
Added 23.47%
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
May 07, 2024 Q1 2024 |
20,813
shares
|
$1.31 Million
0.98% of portfolio
|
Q1 2024
Added 4.87%
|
|
Intergy Private Wealth, LLC
|
Apr 24, 2024 Q1 2024 |
20,664
shares
|
$1.3 Million
0.54% of portfolio
|
Q4 2023
Reduced 0.33%
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2024 Q1 2024 |
19,913
shares
|
$1.25 Million
0.01% of portfolio
|
Q1 2024
Added 15.07%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
19,879
shares
|
$1.25 Million
0.01% of portfolio
|
Q1 2024
Added 6.15%
|
|
Tag Stone Capital, Inc.
|
May 06, 2024 Q1 2024 |
19,590
shares
|
$1.23 Million
0.74% of portfolio
|
Q1 2024
Added 3.73%
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 15, 2024 Q1 2024 |
19,417
shares
|
$1.22 Million
0.14% of portfolio
|
Q1 2024
Reduced 9.46%
|
|
Sowell Financial Services LLC
North Little Rock, AR |
May 03, 2024 Q1 2024 |
19,175
shares
|
$1.21 Million
0.06% of portfolio
|
Q1 2024
Reduced 13.79%
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
18,757
shares
|
$1.18 Million
0.0% of portfolio
|
Q1 2024
Reduced 13.31%
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
18,704
shares
|
$1.18 Million
0.46% of portfolio
|
Q1 2023
Added 1.12%
|