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 |
---|---|---|---|---|---|
Fifth Third Bancorp
|
Apr 23, 2024 Q1 2024 |
301,603
shares
|
$18.6 Million
0.08% of portfolio
|
Q1 2024
Reduced 4.34%
|
|
Brand Asset Management Group, Inc.
|
Apr 30, 2024 Q1 2024 |
297,747
shares
|
$18.4 Million
8.21% of portfolio
|
Q1 2024
Added 3.9%
|
|
Flow Traders U.S. LLC
New York, NY |
May 15, 2024 Q1 2024 |
292,719
shares
|
$18 Million
0.99% of portfolio
|
Q1 2024
Added 108.64%
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Apr 25, 2024 Q1 2024 |
290,423
shares
|
$17.9 Million
7.59% of portfolio
|
Q1 2024
Reduced 4.78%
|
|
Nuveen Asset Management, LLC
Chicago, IL |
May 13, 2024 Q1 2024 |
281,635
shares
|
$17.4 Million
0.01% of portfolio
|
Q1 2024
Added 36.04%
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 15, 2024 Q1 2024 |
279,836
shares
|
$17.2 Million
1.41% of portfolio
|
Q1 2024
Added 2.53%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 15, 2024 Q1 2024 |
277,547
shares
|
$17.1 Million
0.59% of portfolio
|
Q1 2024
Added 8.62%
|
|
Wellington Management Group LLP
Boston, MA |
May 15, 2024 Q1 2024 |
276,428
shares
|
$17 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
271,584
shares
|
$16.7 Million
4.66% of portfolio
|
Q3 2022
Added 2.88%
|
|
Shore Point Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
255,727
shares
|
$15.8 Million
9.52% of portfolio
|
Q1 2024
Reduced 0.82%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
251,282
shares
|
$15.5 Million
0.04% of portfolio
|
Q1 2024
Reduced 12.01%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
250,470
shares
|
$15.4 Million
0.03% of portfolio
|
Q1 2024
Reduced 1.74%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
240,924
shares
|
$14.9 Million
0.02% of portfolio
|
Q1 2024
Added 5.33%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 13, 2024 Q1 2024 |
234,122
shares
|
$14.4 Million
0.07% of portfolio
|
Q1 2024
Added 0.68%
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2024 Q1 2024 |
227,515
shares
|
$14 Million
1.01% of portfolio
|
Q1 2024
Added 4.38%
|
|
Mai Capital Management
|
May 08, 2024 Q1 2024 |
222,278
shares
|
$13.7 Million
0.15% of portfolio
|
Q1 2024
Added 3.72%
|
|
Mission Wealth Management, LP
|
Apr 30, 2024 Q1 2024 |
218,275
shares
|
$13.5 Million
0.37% of portfolio
|
Q1 2024
Added 12.39%
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
208,677
shares
|
$12.9 Million
0.08% of portfolio
|
Q2 2023
Reduced 2.78%
|
|
American Financial Advisors, LLC
|
Apr 22, 2024 Q1 2024 |
207,725
shares
|
$12.8 Million
1.86% of portfolio
|
Q1 2024
Reduced 4.19%
|
|
Savant Capital, LLC
|
May 03, 2024 Q1 2024 |
207,632
shares
|
$12.8 Million
0.15% of portfolio
|
Q1 2024
Reduced 12.04%
|
|
First Citizens Bank & Trust CO
|
Apr 15, 2024 Q1 2024 |
201,744
shares
|
$12.4 Million
0.21% of portfolio
|
Q1 2024
Added 30.21%
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
199,700
shares
|
$12.3 Million
6.19% of portfolio
|
Q2 2022
Added 0.93%
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 10, 2024 Q1 2024 |
197,754
shares
|
$12.2 Million
0.48% of portfolio
|
Q1 2024
Reduced 3.03%
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 25, 2024 Q1 2024 |
196,214
shares
|
$12.1 Million
0.67% of portfolio
|
Q1 2024
Reduced 7.01%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
195,940
shares
|
$12.1 Million
0.03% of portfolio
|
Q1 2024
Added 167.92%
|