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 |
|---|---|---|---|---|---|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
4,336
shares
|
$300,918
0.05% of portfolio
|
Q1 2025
Added 7.17%
|
|
|
Columbus Macro, LLC
|
Apr 17, 2025 Q1 2025 |
4,328
shares
|
$300,363
0.04% of portfolio
|
Q1 2025
Reduced 13.65%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
4,289
shares
|
$297,656
0.16% of portfolio
|
Q1 2025
Reduced 9.25%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,283
shares
|
$297,240
0.01% of portfolio
|
Q1 2025
Reduced 26.45%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
4,266
shares
|
$296,060
0.01% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Apr 15, 2025 Q1 2025 |
4,245
shares
|
$294,603
0.12% of portfolio
|
Q1 2025
Reduced 12.38%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
4,219
shares
|
$292,798
0.0% of portfolio
|
Q1 2025
Added 8.82%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
4,197
shares
|
$291,271
0.02% of portfolio
|
Q1 2025
Added 33.96%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
May 20, 2025 Q1 2025 |
4,197
shares
|
$291,271
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
4,166
shares
|
$289,120
0.0% of portfolio
|
Q1 2025
Reduced 22.59%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
4,161
shares
|
$288,773
0.0% of portfolio
|
Q1 2025
Reduced 45.49%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
4,100
shares
|
$284,540
0.0% of portfolio
|
Q3 2024
Reduced 12.07%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
4,063
shares
|
$281,972
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
4,023
shares
|
$279,196
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Stone Point Wealth LLC
|
Apr 24, 2025 Q1 2025 |
4,005
shares
|
$277,947
0.09% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
4,003
shares
|
$277,808
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Truefg, LLC
Cedar Park, TX |
Apr 14, 2025 Q1 2025 |
3,968
shares
|
$275,379
0.08% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Annex Advisory Services, LLC
|
Apr 10, 2025 Q1 2025 |
3,925
shares
|
$272,395
0.01% of portfolio
|
Q1 2025
Reduced 9.4%
|
|
|
Montis Financial, LLC
|
May 02, 2025 Q1 2025 |
3,910
shares
|
$271,354
0.07% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
3,853
shares
|
$267,398
0.0% of portfolio
|
Q1 2025
Reduced 62.13%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
3,836
shares
|
$266,218
0.01% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
May 14, 2025 Q1 2025 |
3,782
shares
|
$262,470
0.05% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Apr 23, 2025 Q1 2025 |
3,770
shares
|
$261,638
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Apr 17, 2025 Q1 2025 |
3,770
shares
|
$261,638
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
May 13, 2025 Q1 2025 |
3,754
shares
|
$260,527
0.24% of portfolio
|
Q1 2025
Reduced 0.05%
|