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 777 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $7.44 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
|
$269,710
0.05% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
3,695
shares
|
$268,330
0.02% of portfolio
|
Q1 2025
Added 814.6%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
3,691
shares
|
$268,040
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
3,677
shares
|
$267,023
0.0% of portfolio
|
Q1 2025
Reduced 57.51%
|
|
|
Archvest Wealth Advisors, Inc.
|
May 02, 2025 Q1 2025 |
3,644
shares
|
$264,627
0.19% of portfolio
|
Q1 2025
Reduced 6.92%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
3,616
shares
|
$262,593
0.02% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
3,588
shares
|
$260,560
0.01% of portfolio
|
Q4 2024
Added 24.89%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
3,569
shares
|
$259,180
0.2% of portfolio
|
Q4 2024
Reduced 30.2%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
3,566
shares
|
$258,962
0.02% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jul 09, 2025 Q2 2025 |
3,544
shares
|
$257,365
0.12% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
3,542
shares
|
$257,220
0.04% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
3,538
shares
|
$256,929
0.06% of portfolio
|
Q1 2025
Reduced 18.33%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
3,523
shares
|
$255,840
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
3,511
shares
|
$254,968
0.05% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Orin Green Financial, LLC
|
May 06, 2025 Q1 2025 |
3,479
shares
|
$252,644
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
3,471
shares
|
$252,064
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
3,459
shares
|
$251,192
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
3,452
shares
|
$250,684
0.01% of portfolio
|
Q2 2025
Reduced 12.05%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
3,436
shares
|
$249,522
0.0% of portfolio
|
Q1 2025
Reduced 9.44%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
3,381
shares
|
$245,528
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
3,362
shares
|
$244,148
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
May 02, 2025 Q1 2025 |
3,350
shares
|
$243,277
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
3,337
shares
|
$242,332
0.02% of portfolio
|
Q1 2025
Reduced 94.78%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jul 08, 2025 Q2 2025 |
3,336
shares
|
$242,260
0.07% of portfolio
|
Q2 2025
Reduced 9.94%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
3,330
shares
|
$241,824
0.0% of portfolio
|
Q1 2025
Reduced 2.94%
|