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 |
|---|---|---|---|---|---|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
3,714
shares
|
$257,751
0.05% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Lpwm LLC
Minneapolis, MN |
Apr 14, 2025 Q1 2025 |
3,704
shares
|
$257,057
0.08% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
3,695
shares
|
$256,433
0.02% of portfolio
|
Q1 2025
Added 814.6%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
3,691
shares
|
$256,155
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
3,677
shares
|
$255,183
0.0% of portfolio
|
Q1 2025
Reduced 57.51%
|
|
|
Archvest Wealth Advisors, Inc.
|
May 02, 2025 Q1 2025 |
3,644
shares
|
$252,893
0.19% of portfolio
|
Q1 2025
Reduced 6.92%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Apr 25, 2025 Q1 2025 |
3,630
shares
|
$251,922
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 15, 2025 Q1 2025 |
3,588
shares
|
$249,007
0.01% of portfolio
|
Q4 2024
Reduced 50.98%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Apr 29, 2025 Q1 2025 |
3,574
shares
|
$248,035
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
3,569
shares
|
$247,688
0.2% of portfolio
|
Q4 2024
Reduced 30.2%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
3,566
shares
|
$247,480
0.02% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
3,542
shares
|
$245,814
0.04% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
3,538
shares
|
$245,537
0.06% of portfolio
|
Q1 2025
Reduced 18.33%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
3,523
shares
|
$244,496
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
3,511
shares
|
$243,663
0.05% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Orin Green Financial, LLC
|
May 06, 2025 Q1 2025 |
3,479
shares
|
$241,442
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
3,471
shares
|
$240,887
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
3,459
shares
|
$240,054
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
3,436
shares
|
$238,458
0.0% of portfolio
|
Q1 2025
Reduced 9.44%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
3,381
shares
|
$234,641
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
3,362
shares
|
$233,322
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
May 02, 2025 Q1 2025 |
3,350
shares
|
$232,490
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
3,337
shares
|
$231,587
0.02% of portfolio
|
Q1 2025
Reduced 94.78%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
3,330
shares
|
$231,102
0.0% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Apr 09, 2025 Q1 2025 |
3,328
shares
|
$230,963
0.15% of portfolio
|
Q1 2025
New holding
|