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 |
---|---|---|---|---|---|
Wiley Bros. Aintree Capital, LLC
|
Apr 11, 2024 Q1 2024 |
18,663
shares
|
$1.17 Million
0.16% of portfolio
|
Q1 2024
Added 32.45%
|
|
Aletheian Wealth Advisors LLC
|
Apr 15, 2024 Q1 2024 |
18,500
shares
|
$1.16 Million
0.66% of portfolio
|
Q1 2024
Reduced 0.13%
|
|
Tortoise Investment Management, LLC
|
May 09, 2024 Q1 2024 |
18,354
shares
|
$1.15 Million
0.15% of portfolio
|
Q1 2024
Reduced 4.2%
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
18,218
shares
|
$1.15 Million
0.87% of portfolio
|
Q4 2022
Added 15.71%
|
|
Williams & Novak, LLC
Westlake Village, CA |
Apr 15, 2024 Q1 2024 |
17,951
shares
|
$1.13 Million
1.26% of portfolio
|
Q4 2023
New holding
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 18, 2024 Q1 2024 |
17,892
shares
|
$1.13 Million
0.74% of portfolio
|
Q1 2024
Reduced 22.61%
|
|
Pictet Bank & Trust LTD
|
May 01, 2024 Q1 2024 |
17,800
shares
|
$1.12 Million
1.17% of portfolio
|
Q4 2023
Added 102.27%
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
17,680
shares
|
$1.11 Million
0.26% of portfolio
|
Q3 2022
Added 0.75%
|
|
Gem Asset Management, LLC
Plymouth, MI |
Apr 30, 2024 Q1 2024 |
17,671
shares
|
$1.11 Million
0.72% of portfolio
|
Q3 2023
Reduced 5.09%
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 14, 2024 Q1 2024 |
17,663
shares
|
$1.11 Million
0.14% of portfolio
|
Q1 2024
Added 3.02%
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 09, 2024 Q1 2024 |
17,528
shares
|
$1.1 Million
0.08% of portfolio
|
Q4 2023
Reduced 24.75%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 14, 2024 Q1 2024 |
17,446
shares
|
$1.1 Million
0.06% of portfolio
|
Q1 2024
Added 0.06%
|
|
Harbor Investment Advisory, LLC
|
Apr 12, 2024 Q1 2024 |
17,415
shares
|
$1.1 Million
0.1% of portfolio
|
Q1 2024
Reduced 2.03%
|
|
Continuum Advisory, LLC
Eagle, ID |
May 10, 2024 Q1 2024 |
17,370
shares
|
$1.09 Million
0.17% of portfolio
|
Q1 2024
Added 3.01%
|
|
Forum Financial Management, LP
Lombard, IL |
May 09, 2024 Q1 2024 |
17,129
shares
|
$1.08 Million
0.02% of portfolio
|
Q2 2023
Added 136.85%
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
17,007
shares
|
$1.07 Million
0.19% of portfolio
|
Q3 2023
Reduced 6.96%
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
16,990
shares
|
$1.07 Million
0.06% of portfolio
|
Q3 2022
New holding
|
|
Windward Private Wealth Management Inc.
|
May 06, 2024 Q1 2024 |
16,828
shares
|
$1.06 Million
0.44% of portfolio
|
Q1 2024
Reduced 11.86%
|
|
Harbor Group, Inc.
|
Apr 15, 2024 Q1 2024 |
16,611
shares
|
$1.04 Million
0.28% of portfolio
|
Q1 2024
Reduced 4.87%
|
|
Mas Advisors LLC
Miami, FL |
May 10, 2024 Q1 2024 |
16,581
shares
|
$1.04 Million
1.21% of portfolio
|
Q4 2023
Reduced 0.58%
|
|
Interchange Capital Partners, LLC
|
May 08, 2024 Q1 2024 |
16,548
shares
|
$1.04 Million
0.72% of portfolio
|
Q1 2024
Added 12.27%
|
|
Glenview Trust CO
Louisville, KY |
May 14, 2024 Q1 2024 |
16,436
shares
|
$1.03 Million
0.02% of portfolio
|
Q1 2024
Reduced 1.2%
|
|
Windham Capital Management, LLC
|
May 13, 2024 Q1 2024 |
15,849
shares
|
$996,585
0.79% of portfolio
|
Q1 2023
New holding
|
|
Waldron Private Wealth LLC
|
May 09, 2024 Q1 2024 |
15,826
shares
|
$995,138
0.05% of portfolio
|
Q1 2023
Added 2.35%
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 17, 2024 Q1 2024 |
15,824
shares
|
$995,013
0.25% of portfolio
|
Q1 2024
Added 8.32%
|