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 |
|---|---|---|---|---|---|
|
Schwab Charitable Fund
|
Apr 09, 2025 Q1 2025 |
10,195
shares
|
$740,360
0.02% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
10,130
shares
|
$735,640
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
10,003
shares
|
$726,417
0.01% of portfolio
|
Q1 2025
Reduced 41.6%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
9,926
shares
|
$720,826
0.01% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Alpha Omega Wealth Management LLC
|
Apr 15, 2025 Q1 2025 |
9,922
shares
|
$720,535
0.12% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Apr 21, 2025 Q1 2025 |
9,877
shares
|
$717,267
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
9,812
shares
|
$712,547
0.32% of portfolio
|
Q1 2021
Reduced 0.73%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
9,775
shares
|
$709,860
0.0% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
St. Louis Trust CO
|
May 05, 2025 Q1 2025 |
9,680
shares
|
$702,961
0.09% of portfolio
|
Q4 2022
Reduced 35.0%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
9,660
shares
|
$701,509
0.0% of portfolio
|
Q1 2025
Added 28.39%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
9,631
shares
|
$699,403
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jul 08, 2025 Q2 2025 |
9,589
shares
|
$696,353
0.7% of portfolio
|
Q2 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
9,586
shares
|
$696,135
0.02% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jul 11, 2025 Q2 2025 |
9,487
shares
|
$688,945
0.61% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
9,435
shares
|
$685,169
0.0% of portfolio
|
Q4 2022
Added 2.39%
|
|
|
Cutler Investment Counsel LLC
|
May 08, 2025 Q1 2025 |
9,357
shares
|
$679,505
0.07% of portfolio
|
Q1 2025
Added 19.69%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jul 07, 2025 Q2 2025 |
9,245
shares
|
$671,371
0.43% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jul 03, 2025 Q2 2025 |
9,155
shares
|
$664,836
0.5% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
9,073
shares
|
$658,881
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
9,050
shares
|
$657,211
0.02% of portfolio
|
Q1 2025
Reduced 63.19%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
9,020
shares
|
$655,032
0.07% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
8,995
shares
|
$653,216
0.14% of portfolio
|
Q2 2024
Reduced 14.86%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
8,950
shares
|
$649,949
0.0% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
8,851
shares
|
$642,759
0.09% of portfolio
|
Q1 2025
Reduced 5.35%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
8,829
shares
|
$641,161
0.0% of portfolio
|
Q1 2025
Reduced 91.35%
|