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 769 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 $7.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Collective Family Office LLC
|
Apr 03, 2025 Q1 2025 |
5,152
shares
|
$357,548
0.09% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Apr 25, 2025 Q1 2025 |
5,070
shares
|
$351,858
0.23% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
5,025
shares
|
$348,735
0.13% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
5,001
shares
|
$347,069
0.0% of portfolio
|
Q1 2025
Reduced 6.65%
|
|
|
Note Advisors, LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
4,925
shares
|
$341,795
0.26% of portfolio
|
Q1 2025
Reduced 31.48%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
4,917
shares
|
$341,239
0.03% of portfolio
|
Q4 2024
Reduced 8.42%
|
|
|
First Interstate Bank
Billings, MT |
Apr 30, 2025 Q1 2025 |
4,907
shares
|
$340,545
0.02% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
4,830
shares
|
$335,202
0.01% of portfolio
|
Q4 2024
Reduced 13.86%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
4,794
shares
|
$332,703
0.01% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Apr 23, 2025 Q1 2025 |
4,780
shares
|
$331,732
0.05% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
4,763
shares
|
$330,552
0.13% of portfolio
|
Q1 2025
Added 17.6%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
4,665
shares
|
$323,751
0.05% of portfolio
|
Q1 2025
Reduced 24.36%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
4,660
shares
|
$323,404
0.07% of portfolio
|
Q1 2025
Added 27.22%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
4,650
shares
|
$322,710
0.02% of portfolio
|
Q4 2022
Reduced 18.13%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
4,629
shares
|
$321,252
0.0% of portfolio
|
Q2 2022
Reduced 5.42%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
4,564
shares
|
$316,741
0.04% of portfolio
|
Q1 2025
Reduced 7.93%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
May 05, 2025 Q1 2025 |
4,561
shares
|
$316,533
0.21% of portfolio
|
Q1 2025
Reduced 16.1%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Apr 23, 2025 Q1 2025 |
4,541
shares
|
$315,145
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Kfa Private Wealth Group, LLC
|
May 07, 2025 Q1 2025 |
4,529
shares
|
$314,312
0.1% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
4,518
shares
|
$313,549
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Apr 24, 2025 Q1 2025 |
4,508
shares
|
$312,855
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
4,504
shares
|
$312,577
0.0% of portfolio
|
Q4 2024
Added 14.61%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Apr 29, 2025 Q1 2025 |
4,358
shares
|
$302,445
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
4,353
shares
|
$302,098
0.03% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
May 05, 2025 Q1 2025 |
4,342
shares
|
$301,334
0.15% of portfolio
|
Q1 2025
Reduced 50.47%
|