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 |
|---|---|---|---|---|---|
|
Kabouter Management, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
196,862
shares
|
$13.7 Million
85.5% of portfolio
|
Q3 2024
Added 38.7%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
187,772
shares
|
$13.1 Million
0.45% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
184,592
shares
|
$12.9 Million
1.39% of portfolio
|
Q1 2025
Added 37.12%
|
|
|
Rtd Financial Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
179,026
shares
|
$12.5 Million
1.53% of portfolio
|
Q1 2025
Added 6.02%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
170,065
shares
|
$11.9 Million
0.66% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
161,645
shares
|
$11.3 Million
0.01% of portfolio
|
Q3 2024
Added 93.38%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
159,531
shares
|
$11.1 Million
0.22% of portfolio
|
Q3 2022
Added 1094.54%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
157,879
shares
|
$11 Million
2.26% of portfolio
|
Q1 2025
Added 25.68%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
156,958
shares
|
$10.9 Million
0.02% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
156,650
shares
|
$10.9 Million
0.03% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
May 12, 2025 Q1 2025 |
154,274
shares
|
$10.8 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
152,321
shares
|
$10.6 Million
0.21% of portfolio
|
Q1 2025
Reduced 7.17%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Apr 16, 2025 Q1 2025 |
141,114
shares
|
$9.84 Million
1.76% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
140,442
shares
|
$9.8 Million
0.14% of portfolio
|
Q1 2025
Added 52.93%
|
|
|
Omega Financial Group, LLC
|
May 01, 2025 Q1 2025 |
138,967
shares
|
$9.69 Million
3.39% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
136,916
shares
|
$9.55 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
135,712
shares
|
$9.47 Million
1.03% of portfolio
|
Q1 2025
Reduced 11.16%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
May 07, 2025 Q1 2025 |
130,922
shares
|
$9.13 Million
2.81% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
May 12, 2025 Q1 2025 |
130,435
shares
|
$9.1 Million
2.05% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
128,392
shares
|
$8.96 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.66%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Apr 16, 2025 Q1 2025 |
127,583
shares
|
$8.9 Million
4.62% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Dorval Corp
Maple Grove, MN |
Apr 23, 2025 Q1 2025 |
126,394
shares
|
$8.82 Million
3.2% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
126,327
shares
|
$8.81 Million
2.4% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
122,512
shares
|
$8.55 Million
2.27% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
121,380
shares
|
$8.47 Million
0.0% of portfolio
|
Q1 2025
Added 288.88%
|