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 719 institutions that hold shares in the stock, with a total of 110 Million shares, which have been reported (via 13F filing form) to have a value of $6.91 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Whalerock Point Partners, LLC
Providence, RI |
May 15, 2024 Q1 2024 |
6,700
shares
|
$421,296
0.12% of portfolio
|
Q3 2022
Added 1948.93%
|
|
Brickley Wealth Management
|
Apr 19, 2024 Q1 2024 |
6,582
shares
|
$413,876
0.1% of portfolio
|
Q4 2023
Added 8.81%
|
|
Nicolet Bankshares Inc
Green Bay, WI |
May 09, 2024 Q1 2024 |
6,432
shares
|
$404,444
0.08% of portfolio
|
Q1 2024
Added 5.82%
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jul 03, 2024 Q2 2024 |
6,413
shares
|
$403,249
0.29% of portfolio
|
Q2 2024
Reduced 9.32%
|
|
Raymond James Trust N.A.
|
Apr 24, 2024 Q1 2024 |
6,369
shares
|
$400,482
0.01% of portfolio
|
Q1 2024
Reduced 5.07%
|
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
Apr 17, 2024 Q1 2024 |
6,306
shares
|
$396,521
0.08% of portfolio
|
Q1 2024
Added 3.33%
|
|
Pioneer Wealth Management Group
Austin, TX |
Apr 11, 2024 Q1 2024 |
6,301
shares
|
$396,206
0.23% of portfolio
|
Q1 2024
Reduced 35.51%
|
|
Courage Miller Partners, LLC
|
Apr 15, 2024 Q1 2024 |
6,107
shares
|
$384,008
0.14% of portfolio
|
Q1 2024
Reduced 4.11%
|
|
Wrapmanager Inc
|
May 09, 2024 Q1 2024 |
6,053
shares
|
$380,612
0.11% of portfolio
|
Q1 2024
Reduced 12.53%
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
May 03, 2024 Q1 2024 |
6,008
shares
|
$377,783
0.02% of portfolio
|
Q1 2024
Reduced 1.05%
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Apr 30, 2024 Q1 2024 |
5,962
shares
|
$374,890
0.03% of portfolio
|
Q1 2024
Added 25.2%
|
|
Lm Advisors LLC
San Diego, CA |
May 15, 2024 Q1 2024 |
5,798
shares
|
$364,578
0.06% of portfolio
|
Q1 2024
New holding
|
|
Western Wealth Management, LLC
|
May 02, 2024 Q1 2024 |
5,761
shares
|
$362,251
0.03% of portfolio
|
Q1 2024
Reduced 2.93%
|
|
Lake Street Financial LLC
|
Apr 19, 2024 Q1 2024 |
5,718
shares
|
$359,547
0.05% of portfolio
|
Q1 2024
Added 4.15%
|
|
Compass Ion Advisors, LLC
|
Apr 17, 2024 Q1 2024 |
5,717
shares
|
$359,484
0.05% of portfolio
|
Q1 2024
Reduced 6.55%
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Apr 17, 2024 Q1 2024 |
5,620
shares
|
$353,385
0.24% of portfolio
|
Q1 2024
Added 3.84%
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
May 15, 2024 Q1 2024 |
5,620
shares
|
$353,385
0.26% of portfolio
|
Q4 2023
New holding
|
|
Belpointe Asset Management LLC
|
May 08, 2024 Q1 2024 |
5,618
shares
|
$353,259
0.03% of portfolio
|
Q1 2024
Reduced 1.49%
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2024 Q1 2024 |
5,545
shares
|
$348,669
0.01% of portfolio
|
Q2 2023
Reduced 2.41%
|
|
Advisor Resource Council
|
Apr 19, 2024 Q1 2024 |
5,526
shares
|
$347,474
0.1% of portfolio
|
Q1 2024
New holding
|
|
Ritholtz Wealth Management
|
Apr 24, 2024 Q1 2024 |
5,526
shares
|
$347,474
0.01% of portfolio
|
Q1 2024
Added 0.56%
|
|
Moloney Securities Asset Management, LLC
|
May 01, 2024 Q1 2024 |
5,424
shares
|
$341,061
0.05% of portfolio
|
Q1 2024
Reduced 6.6%
|
|
All Square Wealth Management LLC
Albany, NY |
May 07, 2024 Q1 2024 |
5,424
shares
|
$341,061
0.2% of portfolio
|
Q3 2023
Added 0.33%
|
|
Collective Family Office LLC
|
Jul 05, 2024 Q2 2024 |
5,321
shares
|
$334,584
0.1% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
Savvy Advisors, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
5,318
shares
|
$334,395
0.19% of portfolio
|
Q1 2024
Reduced 26.21%
|