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 |
|---|---|---|---|---|---|
|
Hudson Portfolio Management LLC
Garrison, NY |
Nov 13, 2024 Q3 2024 |
20,645
shares
|
$1.24 Million
1.38% of portfolio
|
Q3 2024
Reduced 9.59%
|
|
|
Intergy Private Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
20,394
shares
|
$1.23 Million
0.53% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
20,159
shares
|
$1.21 Million
0.09% of portfolio
|
Q3 2024
Reduced 11.12%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
20,133
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
19,394
shares
|
$1.17 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Tag Stone Capital, Inc.
|
Nov 08, 2024 Q3 2024 |
18,724
shares
|
$1.13 Million
0.66% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
18,704
shares
|
$1.12 Million
0.46% of portfolio
|
Q1 2023
Added 1.12%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
18,218
shares
|
$1.1 Million
0.87% of portfolio
|
Q4 2022
Added 15.71%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
18,168
shares
|
$1.09 Million
0.16% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 04, 2024 Q3 2024 |
18,149
shares
|
$1.09 Million
0.13% of portfolio
|
Q3 2024
Reduced 5.62%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
17,986
shares
|
$1.08 Million
0.22% of portfolio
|
Q3 2024
Reduced 17.95%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
17,933
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.28%
|
|
|
Pictet Bank & Trust LTD
|
Oct 18, 2024 Q3 2024 |
17,800
shares
|
$1.07 Million
1.22% of portfolio
|
Q4 2023
Added 102.27%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
17,680
shares
|
$1.06 Million
0.26% of portfolio
|
Q3 2022
Added 0.75%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 09, 2024 Q3 2024 |
17,671
shares
|
$1.06 Million
0.67% of portfolio
|
Q3 2023
Reduced 5.09%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
17,636
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2024
Added 15.84%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
17,566
shares
|
$1.06 Million
0.37% of portfolio
|
Q3 2024
Added 6.73%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
17,518
shares
|
$1.05 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
17,361
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2024
Added 10.21%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
17,129
shares
|
$1.03 Million
0.02% of portfolio
|
Q2 2023
Added 136.85%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
17,007
shares
|
$1.02 Million
0.19% of portfolio
|
Q3 2023
Reduced 6.96%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
16,990
shares
|
$1.02 Million
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
16,679
shares
|
$1 Million
0.05% of portfolio
|
Q3 2024
Added 5.39%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
16,377
shares
|
$984,749
0.02% of portfolio
|
Q2 2024
Reduced 6.13%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
15,656
shares
|
$941,395
0.38% of portfolio
|
Q3 2024
Reduced 0.46%
|