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 710 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 $6.99 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
171
shares
|
$11,510
0.0% of portfolio
|
Q1 2024
Reduced 8.56%
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
162
shares
|
$10,904
0.0% of portfolio
|
Q3 2023
New holding
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
159
shares
|
$10,702
0.0% of portfolio
|
Q3 2022
New holding
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Aug 09, 2024 Q2 2024 |
159
shares
|
$10,702
0.0% of portfolio
|
Q2 2024
Added 6.71%
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 06, 2024 Q2 2024 |
153
shares
|
$10,298
0.0% of portfolio
|
Q3 2023
Reduced 23.88%
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
150
shares
|
$10,096
0.01% of portfolio
|
Q2 2023
New holding
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 14, 2024 Q2 2024 |
134
shares
|
$9,019
0.01% of portfolio
|
Q4 2023
New holding
|
|
Avion Wealth
The Woodlands, TX |
Jul 26, 2024 Q2 2024 |
134
shares
|
$9,019
0.0% of portfolio
|
Q2 2024
Added 1.52%
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 09, 2024 Q2 2024 |
134
shares
|
$9,019
0.0% of portfolio
|
Q3 2022
New holding
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Aug 09, 2024 Q2 2024 |
133
shares
|
$8,952
0.0% of portfolio
|
Q2 2024
New holding
|
|
Aspire Private Capital, LLC
|
Jul 15, 2024 Q2 2024 |
125
shares
|
$8,413
0.0% of portfolio
|
Q3 2021
Reduced 67.95%
|
|
Financial Advisory Service, Inc.
|
Jul 29, 2024 Q2 2024 |
124
shares
|
$8,346
0.0% of portfolio
|
Q1 2024
Added 158.33%
|
|
Cva Family Office, LLC
|
Jul 09, 2024 Q2 2024 |
120
shares
|
$8,077
0.0% of portfolio
|
Q4 2023
New holding
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 17, 2024 Q2 2024 |
119
shares
|
$8,009
0.0% of portfolio
|
Q1 2024
New holding
|
|
New Millennium Group LLC
Sandy, UT |
Jul 25, 2024 Q2 2024 |
111
shares
|
$7,471
0.0% of portfolio
|
Q2 2024
New holding
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
100
shares
|
$6,731
0.0% of portfolio
|
Q4 2020
New holding
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 12, 2024 Q2 2024 |
92
shares
|
$6,192
0.0% of portfolio
|
Q4 2023
New holding
|
|
Main Street Group, LTD
Glen Allen, VA |
Aug 05, 2024 Q2 2024 |
90
shares
|
$6,057
0.0% of portfolio
|
Q2 2024
Reduced 23.08%
|
|
Webster Bank, N. A.
|
Jul 12, 2024 Q2 2024 |
83
shares
|
$5,586
0.0% of portfolio
|
Q3 2023
New holding
|
|
Mc Ilrath & Eck, LLC
|
Aug 13, 2024 Q2 2024 |
81
shares
|
$5,452
0.0% of portfolio
|
Q2 2024
Added 1.25%
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
78
shares
|
$5,250
0.0% of portfolio
|
Q4 2021
New holding
|
|
Soa Wealth Advisors, Llc.
|
Jul 17, 2024 Q2 2024 |
76
shares
|
$5,115
0.0% of portfolio
|
Q1 2021
Added 22.58%
|
|
Citizens National Bank Trust Department
|
Jul 22, 2024 Q2 2024 |
75
shares
|
$5,048
0.0% of portfolio
|
Q4 2021
New holding
|
|
Versant Capital Management, Inc
|
Jul 05, 2024 Q2 2024 |
62
shares
|
$4,173
0.0% of portfolio
|
Q4 2022
New holding
|
|
Beacon Capital Management, LLC
|
Jul 24, 2024 Q2 2024 |
62
shares
|
$4,173
0.0% of portfolio
|
Q4 2023
Reduced 46.09%
|