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 710 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 $7.04 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Aug 08, 2024 Q2 2024 |
602,544
shares
|
$40.8 Million
1.46% of portfolio
|
Q2 2024
Reduced 1.3%
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 14, 2024 Q2 2024 |
601,181
shares
|
$40.7 Million
0.01% of portfolio
|
Q2 2024
Added 4.43%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
589,844
shares
|
$39.9 Million
0.04% of portfolio
|
Q2 2024
Added 3.88%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
586,825
shares
|
$39.7 Million
0.02% of portfolio
|
Q2 2024
Added 12.12%
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 26, 2024 Q2 2024 |
538,904
shares
|
$36.5 Million
1.93% of portfolio
|
Q2 2024
Reduced 11.08%
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
488,195
shares
|
$33 Million
0.34% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 13, 2024 Q2 2024 |
479,306
shares
|
$32.4 Million
0.47% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
Ballentine Partners, LLC
Waltham, MA |
Aug 06, 2024 Q2 2024 |
461,623
shares
|
$31.2 Million
0.53% of portfolio
|
Q2 2024
Reduced 4.54%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
443,438
shares
|
$30 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.15%
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
439,121
shares
|
$29.7 Million
0.37% of portfolio
|
Q3 2023
Added 4.72%
|
|
Baker Avenue Asset Management, LP
|
Aug 07, 2024 Q2 2024 |
424,218
shares
|
$28.7 Million
0.74% of portfolio
|
Q2 2024
Added 2.75%
|
|
Plancorp, LLC
|
Aug 09, 2024 Q2 2024 |
421,948
shares
|
$28.6 Million
1.13% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
Choreo, LLC
Minneapolis, MN |
Aug 06, 2024 Q2 2024 |
403,792
shares
|
$27.3 Million
0.42% of portfolio
|
Q2 2024
Added 2.65%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
395,808
shares
|
$26.8 Million
0.04% of portfolio
|
Q2 2024
Reduced 2.56%
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 14, 2024 Q2 2024 |
364,824
shares
|
$24.7 Million
0.58% of portfolio
|
Q2 2024
Added 6.48%
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2024 Q2 2024 |
347,870
shares
|
$23.5 Million
0.12% of portfolio
|
Q3 2018
New holding
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
335,431
shares
|
$22.7 Million
1.37% of portfolio
|
Q2 2024
New holding
|
|
Wellington Management Group LLP
Boston, MA |
Aug 13, 2024 Q2 2024 |
323,447
shares
|
$21.9 Million
0.0% of portfolio
|
Q2 2024
Added 17.01%
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
317,229
shares
|
$21.5 Million
0.21% of portfolio
|
Q2 2024
Reduced 11.71%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
306,613
shares
|
$20.7 Million
0.07% of portfolio
|
Q2 2024
Added 1.61%
|
|
Brand Asset Management Group, Inc.
|
Jul 19, 2024 Q2 2024 |
306,150
shares
|
$20.7 Million
8.07% of portfolio
|
Q2 2024
Added 2.82%
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2024 Q2 2024 |
300,365
shares
|
$20.3 Million
1.39% of portfolio
|
Q2 2024
Added 7.34%
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2024 Q2 2024 |
291,618
shares
|
$19.7 Million
7.66% of portfolio
|
Q2 2024
Added 0.41%
|
|
Fifth Third Bancorp
|
Jul 22, 2024 Q2 2024 |
291,522
shares
|
$19.7 Million
0.07% of portfolio
|
Q2 2024
Reduced 3.34%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
291,191
shares
|
$19.7 Million
0.57% of portfolio
|
Q2 2024
Added 4.92%
|