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 747 institutions that hold shares in the stock, with a total of 95.7 Million shares, which have been reported (via 13F filing form) to have a value of $5.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
250
shares
|
$15,032
0.0% of portfolio
|
Q1 2023
Reduced 2.34%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
239
shares
|
$14,371
0.01% of portfolio
|
Q4 2023
Added 99.17%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
233
shares
|
$14,010
0.0% of portfolio
|
Q4 2023
Added 1564.29%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
225
shares
|
$13,529
0.0% of portfolio
|
Q3 2024
Reduced 31.61%
|
|
|
Main Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
221
shares
|
$13,288
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
202
shares
|
$12,146
0.01% of portfolio
|
Q3 2024
Added 12.85%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
198
shares
|
$11,905
0.0% of portfolio
|
Q4 2023
Added 39.44%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
180
shares
|
$10,823
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
172
shares
|
$10,342
0.0% of portfolio
|
Q3 2024
Reduced 14.0%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
171
shares
|
$10,282
0.0% of portfolio
|
Q1 2024
Reduced 8.56%
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
162
shares
|
$9,741
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
159
shares
|
$9,560
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
159
shares
|
$9,560
0.0% of portfolio
|
Q2 2024
Added 6.71%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
153
shares
|
$9,199
0.0% of portfolio
|
Q3 2023
Reduced 23.88%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
150
shares
|
$9,019
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
134
shares
|
$8,057
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
134
shares
|
$8,057
0.0% of portfolio
|
Q2 2024
Added 1.52%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
134
shares
|
$8,057
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
125
shares
|
$7,516
0.0% of portfolio
|
Q3 2021
Reduced 67.95%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
124
shares
|
$7,456
0.0% of portfolio
|
Q1 2024
Added 158.33%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
122
shares
|
$7,335
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
120
shares
|
$7,215
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
119
shares
|
$7,155
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
111
shares
|
$6,674
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
100
shares
|
$6,013
0.0% of portfolio
|
Q4 2020
New holding
|