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 777 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $7.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
13,636
shares
|
$990,246
0.01% of portfolio
|
Q1 2025
Added 89.63%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
13,601
shares
|
$987,704
0.02% of portfolio
|
Q1 2025
Added 10.87%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
13,594
shares
|
$987,196
0.14% of portfolio
|
Q1 2025
Reduced 28.15%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 15, 2025 Q1 2025 |
13,584
shares
|
$986,470
0.17% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
May 01, 2025 Q1 2025 |
13,549
shares
|
$983,928
0.05% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Apr 29, 2025 Q1 2025 |
13,520
shares
|
$981,822
0.34% of portfolio
|
Q1 2025
Reduced 4.24%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
13,476
shares
|
$978,627
0.07% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
13,455
shares
|
$977,102
0.09% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
13,402
shares
|
$973,253
0.02% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
13,323
shares
|
$967,516
0.02% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
13,289
shares
|
$965,047
0.12% of portfolio
|
Q1 2025
Reduced 12.08%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
13,272
shares
|
$963,812
0.02% of portfolio
|
Q1 2025
Reduced 4.85%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
13,261
shares
|
$963,013
0.03% of portfolio
|
Q2 2025
Added 8.0%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Apr 18, 2025 Q1 2025 |
13,227
shares
|
$960,544
0.31% of portfolio
|
Q1 2025
Added 3.6%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
13,163
shares
|
$955,897
0.26% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
13,010
shares
|
$944,786
0.22% of portfolio
|
Q1 2025
Reduced 9.06%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
12,979
shares
|
$942,534
0.42% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
12,955
shares
|
$940,792
0.02% of portfolio
|
Q3 2022
Added 19.77%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
12,923
shares
|
$938,468
0.04% of portfolio
|
Q1 2025
Reduced 26.33%
|
|
|
First Western Trust Bank
Denver, CO |
May 12, 2025 Q1 2025 |
12,538
shares
|
$910,509
0.04% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
12,446
shares
|
$903,828
0.0% of portfolio
|
Q1 2025
Added 18.71%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
12,419
shares
|
$901,867
0.0% of portfolio
|
Q1 2025
Reduced 12.54%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
12,296
shares
|
$892,935
0.04% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Windward Private Wealth Management Inc.
|
May 08, 2025 Q1 2025 |
12,164
shares
|
$883,349
0.3% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
12,011
shares
|
$872,238
0.02% of portfolio
|
Q1 2025
Added 36.06%
|