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 |
|---|---|---|---|---|---|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
3,867
shares
|
$232,522
0.01% of portfolio
|
Q2 2024
Added 4.15%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
3,856
shares
|
$231,861
0.06% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
3,853
shares
|
$231,680
0.02% of portfolio
|
Q3 2024
Added 8.14%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,837
shares
|
$230,718
0.02% of portfolio
|
Q3 2024
Reduced 5.84%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
3,804
shares
|
$228,734
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
3,783
shares
|
$227,471
0.05% of portfolio
|
Q3 2024
Reduced 40.33%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
3,774
shares
|
$226,930
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
3,771
shares
|
$226,750
0.0% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 08, 2024 Q3 2024 |
3,770
shares
|
$226,690
0.13% of portfolio
|
Q3 2024
Reduced 43.31%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
3,765
shares
|
$226,389
0.11% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 15, 2024 Q3 2024 |
3,653
shares
|
$219,654
0.1% of portfolio
|
Q3 2024
Reduced 31.37%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
3,630
shares
|
$218,271
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
3,522
shares
|
$211,777
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
3,502
shares
|
$210,575
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 31, 2024 Q3 2024 |
3,481
shares
|
$209,312
0.2% of portfolio
|
Q2 2024
Reduced 1.11%
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
3,479
shares
|
$209,192
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
3,465
shares
|
$208,350
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Oct 07, 2024 Q3 2024 |
3,432
shares
|
$206,366
0.18% of portfolio
|
Q3 2024
Reduced 35.87%
|
|
|
Gemmer Asset Management LLC
|
Oct 24, 2024 Q3 2024 |
3,412
shares
|
$205,163
0.02% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
3,386
shares
|
$203,600
0.02% of portfolio
|
Q3 2024
Reduced 95.01%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
3,362
shares
|
$202,157
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Nov 01, 2024 Q3 2024 |
3,350
shares
|
$201,435
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
3,316
shares
|
$199,391
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
3,276
shares
|
$196,985
0.04% of portfolio
|
Q2 2024
Added 0.89%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
3,271
shares
|
$196,685
0.17% of portfolio
|
Q3 2024
Added 0.74%
|