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 |
|---|---|---|---|---|---|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Apr 09, 2025 Q1 2025 |
78
shares
|
$5,440
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
78
shares
|
$5,440
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
75
shares
|
$5,231
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
68
shares
|
$4,743
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
65
shares
|
$4,533
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
63
shares
|
$4,394
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
62
shares
|
$4,324
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
61
shares
|
$4,254
0.0% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
58
shares
|
$4,045
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
55
shares
|
$3,836
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
54
shares
|
$3,766
0.0% of portfolio
|
Q1 2025
Reduced 97.11%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
51
shares
|
$3,557
0.0% of portfolio
|
Q3 2024
Reduced 90.74%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
50
shares
|
$3,487
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
50
shares
|
$3,487
0.0% of portfolio
|
Q1 2023
Reduced 78.72%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
49
shares
|
$3,417
0.0% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
45
shares
|
$3,138
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
44
shares
|
$3,069
0.0% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
42
shares
|
$2,929
0.0% of portfolio
|
Q4 2020
Added 23.81%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
41
shares
|
$2,859
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
40
shares
|
$2,790
0.0% of portfolio
|
Q3 2024
Reduced 28.57%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
39
shares
|
$2,720
0.0% of portfolio
|
Q1 2025
Reduced 95.01%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
39
shares
|
$2,720
0.0% of portfolio
|
Q1 2025
Added 34.48%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
37
shares
|
$2,580
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
34
shares
|
$2,371
0.0% of portfolio
|
Q2 2023
Reduced 38.18%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
33
shares
|
$2,301
0.0% of portfolio
|
Q3 2021
New holding
|