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 719 institutions that hold shares in the stock, with a total of 110 Million shares, which have been reported (via 13F filing form) to have a value of $6.79 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 13, 2024 Q1 2024 |
3,170
shares
|
$195,589
0.1% of portfolio
|
Q1 2024
Reduced 8.25%
|
|
Key F Inancial Inc
|
May 13, 2024 Q1 2024 |
3,125
shares
|
$192,812
0.05% of portfolio
|
Q3 2023
Reduced 18.43%
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 19, 2024 Q1 2024 |
2,886
shares
|
$178,066
0.1% of portfolio
|
Q1 2024
Reduced 0.79%
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
May 13, 2024 Q1 2024 |
2,878
shares
|
$177,572
0.08% of portfolio
|
Q3 2023
Reduced 61.51%
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 25, 2024 Q1 2024 |
2,850
shares
|
$175,845
0.01% of portfolio
|
Q4 2022
Reduced 26.92%
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 02, 2024 Q2 2024 |
2,837
shares
|
$175,042
0.06% of portfolio
|
Q2 2024
Reduced 81.41%
|
|
Signaturefd, LLC
Atlanta, GA |
May 03, 2024 Q1 2024 |
2,765
shares
|
$170,600
0.0% of portfolio
|
Q1 2024
Added 24.66%
|
|
Clear Investment Research, LLC
|
May 02, 2024 Q1 2024 |
2,668
shares
|
$164,615
0.23% of portfolio
|
Q1 2024
Added 3.77%
|
|
Valley National Advisers Inc
|
Apr 19, 2024 Q1 2024 |
2,556
shares
|
$157,705
0.02% of portfolio
|
Q1 2024
Reduced 29.63%
|
|
Cbiz Investment Advisory Services, LLC
|
May 13, 2024 Q1 2024 |
2,534
shares
|
$156,347
0.01% of portfolio
|
Q1 2024
New holding
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
2,530
shares
|
$156,101
0.01% of portfolio
|
Q4 2023
Reduced 0.9%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2024 Q1 2024 |
2,468
shares
|
$152,275
0.02% of portfolio
|
Q4 2023
Added 1.77%
|
|
Sandy Spring Bank
|
May 08, 2024 Q1 2024 |
2,336
shares
|
$144,131
0.01% of portfolio
|
Q1 2024
Added 47.38%
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 18, 2024 Q1 2024 |
2,190
shares
|
$135,123
0.03% of portfolio
|
Q4 2022
Reduced 8.37%
|
|
Phillips Financial Management, LLC
|
Apr 23, 2024 Q1 2024 |
2,140
shares
|
$132,038
0.01% of portfolio
|
Q3 2022
New holding
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2,095
shares
|
$129,261
0.01% of portfolio
|
Q2 2022
Reduced 20.64%
|
|
Jdm Financial Group LLC
Encino, CA |
May 08, 2024 Q1 2024 |
2,094
shares
|
$129,199
0.1% of portfolio
|
Q4 2023
Added 0.62%
|
|
Sage Mountain Advisors LLC
|
Apr 23, 2024 Q1 2024 |
2,077
shares
|
$128,150
0.01% of portfolio
|
Q4 2023
Reduced 1.94%
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
2,043
shares
|
$126,053
0.06% of portfolio
|
Q1 2023
Reduced 3.95%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
1,828
shares
|
$112,787
0.0% of portfolio
|
Q4 2023
Reduced 2.92%
|
|
Glassman Wealth Services
|
May 03, 2024 Q1 2024 |
1,786
shares
|
$110,196
0.02% of portfolio
|
Q1 2023
Reduced 4.7%
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
1,775
shares
|
$109,517
0.0% of portfolio
|
Q4 2023
Reduced 19.79%
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 10, 2024 Q1 2024 |
1,774
shares
|
$109,455
0.0% of portfolio
|
Q1 2024
Reduced 0.62%
|
|
Wealth Collab, LLC
Bellevue, WA |
May 10, 2024 Q1 2024 |
1,762
shares
|
$108,715
0.08% of portfolio
|
Q4 2023
New holding
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 05, 2024 Q1 2024 |
1,734
shares
|
$106,987
0.01% of portfolio
|
Q3 2023
New holding
|