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 $5.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
5,369
shares
|
$327,992
0.03% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2024 Q3 2024 |
5,309
shares
|
$324,326
0.01% of portfolio
|
Q2 2024
Added 0.78%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
5,260
shares
|
$321,333
0.14% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
5,259
shares
|
$321,272
0.2% of portfolio
|
Q3 2024
Reduced 96.99%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
5,177
shares
|
$316,262
0.01% of portfolio
|
Q4 2022
Added 13.56%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
5,154
shares
|
$314,857
0.05% of portfolio
|
Q3 2024
Reduced 17.24%
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
5,152
shares
|
$314,735
0.1% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
5,114
shares
|
$312,414
0.0% of portfolio
|
Q3 2024
Reduced 46.3%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
5,113
shares
|
$312,353
0.39% of portfolio
|
Q2 2024
Added 14.92%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
5,093
shares
|
$311,131
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 15, 2024 Q3 2024 |
5,067
shares
|
$309,543
0.23% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
4,980
shares
|
$304,228
0.0% of portfolio
|
Q1 2024
Added 408.16%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
4,976
shares
|
$303,983
0.09% of portfolio
|
Q3 2024
Reduced 7.97%
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
4,845
shares
|
$295,981
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
4,804
shares
|
$293,476
0.01% of portfolio
|
Q2 2024
Added 10.16%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 24, 2024 Q3 2024 |
4,779
shares
|
$291,949
0.05% of portfolio
|
Q1 2024
Reduced 52.01%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
4,775
shares
|
$291,704
0.02% of portfolio
|
Q3 2024
Reduced 29.54%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
4,652
shares
|
$284,190
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
4,650
shares
|
$284,068
0.02% of portfolio
|
Q4 2022
Reduced 18.13%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
4,629
shares
|
$282,785
0.0% of portfolio
|
Q2 2022
Reduced 5.42%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
4,556
shares
|
$278,326
0.01% of portfolio
|
Q3 2024
Reduced 6.72%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Oct 18, 2024 Q3 2024 |
4,541
shares
|
$277,409
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
4,473
shares
|
$273,255
0.0% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
4,414
shares
|
$269,651
0.0% of portfolio
|
Q3 2024
Reduced 16.18%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,402
shares
|
$268,918
0.0% of portfolio
|
Q3 2024
Added 2.71%
|