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 |
|---|---|---|---|---|---|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
19,675
shares
|
$1.37 Million
0.17% of portfolio
|
Q1 2025
Added 5.76%
|
|
|
Stonehearth Capital Management, LLC
|
Apr 01, 2025 Q1 2025 |
19,587
shares
|
$1.36 Million
0.53% of portfolio
|
Q1 2025
New holding
|
|
|
Berkeley, Inc
Boise, ID |
May 01, 2025 Q1 2025 |
19,523
shares
|
$1.35 Million
0.58% of portfolio
|
Q1 2025
Added 11.46%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
19,474
shares
|
$1.35 Million
0.05% of portfolio
|
Q1 2025
Reduced 42.41%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
19,457
shares
|
$1.35 Million
0.12% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Apr 24, 2025 Q1 2025 |
19,237
shares
|
$1.34 Million
0.85% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
18,704
shares
|
$1.3 Million
0.46% of portfolio
|
Q1 2023
Added 1.12%
|
|
|
Guidance Point Advisors, LLC
|
May 14, 2025 Q1 2025 |
18,601
shares
|
$1.29 Million
0.35% of portfolio
|
Q1 2025
Reduced 49.53%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
18,218
shares
|
$1.26 Million
0.87% of portfolio
|
Q4 2022
Added 15.71%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
17,680
shares
|
$1.23 Million
0.26% of portfolio
|
Q3 2022
Added 0.75%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Apr 17, 2025 Q1 2025 |
17,671
shares
|
$1.23 Million
0.63% of portfolio
|
Q3 2023
Reduced 5.09%
|
|
|
Mc Lean Asset Management Corp
|
Apr 09, 2025 Q1 2025 |
17,618
shares
|
$1.22 Million
0.34% of portfolio
|
Q1 2025
Added 31.73%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 14, 2025 Q1 2025 |
17,605
shares
|
$1.22 Million
0.12% of portfolio
|
Q1 2025
Reduced 10.39%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
17,596
shares
|
$1.22 Million
0.89% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
17,152
shares
|
$1.19 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
17,039
shares
|
$1.18 Million
0.08% of portfolio
|
Q1 2025
Added 9.72%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
17,007
shares
|
$1.18 Million
0.19% of portfolio
|
Q3 2023
Reduced 6.96%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Apr 17, 2025 Q1 2025 |
17,000
shares
|
$1.18 Million
0.08% of portfolio
|
Q4 2024
Reduced 22.55%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
16,990
shares
|
$1.18 Million
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Tag Stone Capital, Inc.
|
May 05, 2025 Q1 2025 |
16,743
shares
|
$1.16 Million
0.54% of portfolio
|
Q1 2025
Reduced 10.78%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
16,332
shares
|
$1.13 Million
0.05% of portfolio
|
Q1 2025
Reduced 7.6%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
16,123
shares
|
$1.12 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
16,098
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2025
Added 49.72%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
15,985
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
15,963
shares
|
$1.11 Million
0.18% of portfolio
|
Q1 2025
Reduced 3.71%
|