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 719 institutions that hold shares in the stock, with a total of 110 Million shares, which have been reported (via 13F filing form) to have a value of $6.78 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jun 28, 2024 Q1 2024 |
119
shares
|
$7,335
0.0% of portfolio
|
Q1 2024
New holding
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2024 Q1 2024 |
117
shares
|
$7,211
0.0% of portfolio
|
Q4 2023
New holding
|
|
Jfs Wealth Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
108
shares
|
$6,657
0.0% of portfolio
|
Q1 2024
Added 129.79%
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
100
shares
|
$6,164
0.0% of portfolio
|
Q4 2020
New holding
|
|
Northwest Financial Advisors
Herndon, VA |
May 09, 2024 Q1 2024 |
92
shares
|
$5,670
0.0% of portfolio
|
Q4 2023
New holding
|
|
Webster Bank, N. A.
|
Apr 16, 2024 Q1 2024 |
83
shares
|
$5,116
0.0% of portfolio
|
Q3 2023
New holding
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
May 08, 2024 Q1 2024 |
81
shares
|
$4,992
0.0% of portfolio
|
Q4 2019
New holding
|
|
Mc Ilrath & Eck, LLC
|
May 10, 2024 Q1 2024 |
80
shares
|
$4,931
0.0% of portfolio
|
Q3 2022
New holding
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
78
shares
|
$4,807
0.0% of portfolio
|
Q4 2021
New holding
|
|
Soa Wealth Advisors, Llc.
|
Apr 10, 2024 Q1 2024 |
76
shares
|
$4,684
0.0% of portfolio
|
Q1 2021
Added 22.58%
|
|
Citizens National Bank Trust Department
|
May 03, 2024 Q1 2024 |
75
shares
|
$4,623
0.0% of portfolio
|
Q4 2021
New holding
|
|
Yhb Investment Advisors, Inc.
|
Apr 26, 2024 Q1 2024 |
67
shares
|
$4,129
0.0% of portfolio
|
Q1 2024
New holding
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2024 Q1 2024 |
65
shares
|
$4,006
0.0% of portfolio
|
Q1 2024
Reduced 89.5%
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 03, 2024 Q1 2024 |
64
shares
|
$3,944
0.05% of portfolio
|
Q1 2024
Reduced 93.63%
|
|
Versant Capital Management, Inc
|
Apr 03, 2024 Q1 2024 |
62
shares
|
$3,821
0.0% of portfolio
|
Q4 2022
New holding
|
|
Beacon Capital Management, LLC
|
May 16, 2024 Q1 2024 |
62
shares
|
$3,821
0.0% of portfolio
|
Q4 2023
Reduced 46.09%
|
|
Howe & Rusling Inc
Rochester, NY |
May 15, 2024 Q1 2024 |
61
shares
|
$3,760
0.0% of portfolio
|
Q1 2024
New holding
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 11, 2024 Q1 2024 |
56
shares
|
$3,451
0.0% of portfolio
|
Q3 2023
New holding
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
55
shares
|
$3,390
0.0% of portfolio
|
Q2 2022
New holding
|
|
Oakworth Capital, Inc.
|
Apr 22, 2024 Q1 2024 |
54
shares
|
$3,328
0.0% of portfolio
|
Q1 2024
New holding
|
|
New Square Capital LLC
|
May 08, 2024 Q1 2024 |
50
shares
|
$3,082
0.0% of portfolio
|
Q1 2023
Reduced 78.72%
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 14, 2024 Q1 2024 |
43
shares
|
$2,650
0.0% of portfolio
|
Q3 2023
Reduced 18.87%
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 15, 2024 Q1 2024 |
42
shares
|
$2,588
0.0% of portfolio
|
Q4 2020
Added 23.81%
|
|
Westside Investment Management, Inc.
|
Apr 19, 2024 Q1 2024 |
41
shares
|
$2,527
0.0% of portfolio
|
Q2 2020
New holding
|
|
Live Oak Investment Partners
Austin, TX |
Feb 14, 2024 Q4 2023 |
40
shares
|
$2,465
0.0% of portfolio
|
Q4 2022
New holding
|