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 $5.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
4,383
shares
|
$263,549
0.05% of portfolio
|
Q2 2024
Added 1.88%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
4,373
shares
|
$262,948
0.01% of portfolio
|
Q3 2024
Reduced 10.26%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
4,267
shares
|
$256,574
0.03% of portfolio
|
Q2 2024
Added 1.47%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
4,257
shares
|
$255,973
0.05% of portfolio
|
Q3 2024
Added 15.27%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
4,237
shares
|
$254,770
0.06% of portfolio
|
Q3 2023
Reduced 5.36%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
4,235
shares
|
$254,650
0.0% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Columbus Macro, LLC
|
Oct 18, 2024 Q3 2024 |
4,223
shares
|
$253,928
0.1% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
4,184
shares
|
$251,583
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Stone Point Wealth LLC
|
Oct 31, 2024 Q3 2024 |
4,162
shares
|
$250,261
0.09% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
4,150
shares
|
$249,539
0.0% of portfolio
|
Q3 2024
Reduced 14.82%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
4,142
shares
|
$249,058
0.07% of portfolio
|
Q3 2024
Added 11.86%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Oct 25, 2024 Q3 2024 |
4,125
shares
|
$248,036
0.24% of portfolio
|
Q2 2024
New holding
|
|
|
Kfa Private Wealth Group, LLC
|
Oct 18, 2024 Q3 2024 |
4,122
shares
|
$247,855
0.13% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
4,117
shares
|
$247,555
0.01% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Truefg, LLC
Cedar Park, TX |
Oct 18, 2024 Q3 2024 |
4,109
shares
|
$247,074
0.09% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
4,100
shares
|
$246,533
0.0% of portfolio
|
Q3 2024
Reduced 12.07%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
4,071
shares
|
$244,789
0.0% of portfolio
|
Q2 2024
Added 18.79%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,046
shares
|
$243,285
0.08% of portfolio
|
Q3 2023
Reduced 1.34%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
4,023
shares
|
$241,902
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
4,003
shares
|
$240,700
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Lpwm LLC
Minneapolis, MN |
Oct 07, 2024 Q3 2024 |
3,941
shares
|
$236,972
0.09% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
3,938
shares
|
$236,791
0.02% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
3,930
shares
|
$236,310
0.0% of portfolio
|
Q2 2024
Reduced 0.68%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
3,918
shares
|
$235,589
0.0% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Archvest Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
3,915
shares
|
$235,408
0.16% of portfolio
|
Q3 2024
New holding
|