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 |
|---|---|---|---|---|---|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
13,116
shares
|
$788,665
0.02% of portfolio
|
Q2 2023
Reduced 0.09%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
13,080
shares
|
$786,500
0.33% of portfolio
|
Q3 2024
Added 21.41%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 12, 2024 Q3 2024 |
13,052
shares
|
$784,816
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
13,041
shares
|
$784,155
0.04% of portfolio
|
Q4 2023
Reduced 10.12%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
12,955
shares
|
$778,984
0.02% of portfolio
|
Q3 2022
Added 19.77%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
12,953
shares
|
$778,863
0.28% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
12,895
shares
|
$775,376
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
Nov 01, 2024 Q3 2024 |
12,828
shares
|
$771,347
0.45% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
12,811
shares
|
$770,325
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 07, 2024 Q3 2024 |
12,653
shares
|
$760,824
0.8% of portfolio
|
Q3 2024
Reduced 7.0%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
12,543
shares
|
$754,210
0.02% of portfolio
|
Q3 2024
Added 6.22%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Oct 03, 2024 Q3 2024 |
12,473
shares
|
$750,001
0.19% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
12,279
shares
|
$738,336
0.03% of portfolio
|
Q4 2023
Reduced 1.56%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
12,274
shares
|
$738,035
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
12,268
shares
|
$737,674
0.02% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
12,152
shares
|
$730,699
0.18% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
11,734
shares
|
$705,565
0.02% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
11,520
shares
|
$692,697
0.2% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
11,246
shares
|
$676,221
0.01% of portfolio
|
Q3 2024
Reduced 31.61%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
11,171
shares
|
$671,712
0.03% of portfolio
|
Q3 2024
Added 26.4%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
11,121
shares
|
$668,705
0.0% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Nov 06, 2024 Q3 2024 |
11,075
shares
|
$665,939
0.49% of portfolio
|
Q4 2023
New holding
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Oct 28, 2024 Q3 2024 |
10,945
shares
|
$658,122
0.63% of portfolio
|
Q2 2024
Reduced 7.73%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
10,685
shares
|
$642,489
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
10,638
shares
|
$639,662
0.01% of portfolio
|
Q3 2024
Added 0.07%
|