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 |
|---|---|---|---|---|---|
|
Archer Investment Management, LLC
Austin, TX |
Jul 09, 2025 Q2 2025 |
3,328
shares
|
$241,679
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
3,290
shares
|
$238,919
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
3,286
shares
|
$238,629
0.16% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
3,277
shares
|
$237,975
0.02% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
May 13, 2025 Q1 2025 |
3,270
shares
|
$237,467
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Upper Left Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
3,174
shares
|
$230,495
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Apr 29, 2025 Q1 2025 |
3,150
shares
|
$228,753
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
3,102
shares
|
$225,267
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
3,022
shares
|
$219,457
0.54% of portfolio
|
Q3 2024
New holding
|
|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
3,017
shares
|
$219,094
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
2,984
shares
|
$216,698
0.0% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
2,953
shares
|
$214,446
0.1% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
2,878
shares
|
$209,000
0.06% of portfolio
|
Q3 2023
Reduced 61.51%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
2,850
shares
|
$206,967
0.01% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Apr 25, 2025 Q1 2025 |
2,836
shares
|
$205,950
0.14% of portfolio
|
Q1 2025
Reduced 31.25%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jul 08, 2025 Q2 2025 |
2,749
shares
|
$199,632
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
2,581
shares
|
$187,432
0.07% of portfolio
|
Q1 2025
Reduced 44.34%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
2,534
shares
|
$184,019
0.02% of portfolio
|
Q1 2025
Reduced 40.36%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
2,334
shares
|
$169,495
0.01% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
2,280
shares
|
$165,573
0.03% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
2,221
shares
|
$161,289
0.01% of portfolio
|
Q1 2025
Reduced 15.49%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
2,219
shares
|
$161,143
0.01% of portfolio
|
Q1 2025
Added 223.0%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
2,190
shares
|
$159,037
0.19% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2,095
shares
|
$152,138
0.01% of portfolio
|
Q2 2022
Reduced 20.64%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
2,077
shares
|
$150,831
0.01% of portfolio
|
Q4 2023
Reduced 1.94%
|