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 769 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 $6.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
316,174
shares
|
$22.1 Million
7.8% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
May 15, 2025 Q1 2025 |
290,415
shares
|
$20.3 Million
4.97% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
288,855
shares
|
$20.1 Million
0.45% of portfolio
|
Q1 2025
Reduced 14.87%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
280,664
shares
|
$19.6 Million
0.14% of portfolio
|
Q1 2025
Added 7.94%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
276,287
shares
|
$19.3 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
274,023
shares
|
$19.1 Million
0.66% of portfolio
|
Q1 2025
Reduced 8.74%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
271,584
shares
|
$18.9 Million
4.66% of portfolio
|
Q3 2022
Added 2.88%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
267,986
shares
|
$18.7 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
263,411
shares
|
$18.4 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.93%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
258,384
shares
|
$18 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Brand Asset Management Group, Inc.
|
Apr 10, 2025 Q1 2025 |
247,875
shares
|
$17.3 Million
6.74% of portfolio
|
Q1 2025
Reduced 22.01%
|
|
|
Shore Point Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
243,326
shares
|
$17 Million
8.64% of portfolio
|
Q1 2025
Reduced 7.47%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
241,875
shares
|
$16.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
241,151
shares
|
$16.8 Million
0.03% of portfolio
|
Q1 2025
Added 6.64%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
237,067
shares
|
$16.5 Million
0.0% of portfolio
|
Q1 2025
Added 6.43%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
223,838
shares
|
$15.6 Million
5.04% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2025 Q1 2025 |
216,349
shares
|
$15.1 Million
0.89% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
212,079
shares
|
$14.8 Million
0.23% of portfolio
|
Q1 2025
Added 6.18%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
208,677
shares
|
$14.6 Million
0.08% of portfolio
|
Q2 2023
Reduced 2.78%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
207,049
shares
|
$14.4 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
New York Life Investment Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
204,033
shares
|
$14.2 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
201,275
shares
|
$14 Million
0.68% of portfolio
|
Q1 2025
Reduced 5.95%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
200,122
shares
|
$14 Million
0.05% of portfolio
|
Q1 2025
Reduced 6.92%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
199,700
shares
|
$13.9 Million
6.19% of portfolio
|
Q2 2022
Added 0.93%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
198,803
shares
|
$13.9 Million
0.32% of portfolio
|
Q1 2025
Reduced 1.39%
|