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 |
---|---|---|---|---|---|
M&T Bank Corp
|
May 07, 2024 Q1 2024 |
195,629
shares
|
$12.1 Million
0.04% of portfolio
|
Q1 2024
Reduced 22.4%
|
|
Wealth Architects, LLC
|
May 13, 2024 Q1 2024 |
193,367
shares
|
$11.9 Million
1.66% of portfolio
|
Q1 2024
Reduced 0.53%
|
|
Austin Private Wealth, LLC
|
Apr 12, 2024 Q1 2024 |
191,694
shares
|
$11.8 Million
1.37% of portfolio
|
Q1 2024
Reduced 3.44%
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
May 13, 2024 Q1 2024 |
189,564
shares
|
$11.7 Million
3.4% of portfolio
|
Q1 2024
New holding
|
|
Klingman & Associates, LLC
|
May 01, 2024 Q1 2024 |
186,938
shares
|
$11.5 Million
0.82% of portfolio
|
Q1 2024
Reduced 0.6%
|
|
Cibc World Market Inc.
Toronto, A6 |
May 13, 2024 Q1 2024 |
186,413
shares
|
$11.5 Million
0.03% of portfolio
|
Q1 2024
Added 4.11%
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Apr 24, 2024 Q1 2024 |
184,810
shares
|
$11.4 Million
1.05% of portfolio
|
Q1 2024
Reduced 0.99%
|
|
Pure Financial Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
178,736
shares
|
$11 Million
0.36% of portfolio
|
Q1 2024
Reduced 1.0%
|
|
Alesco Advisors LLC
Pittsford, NY |
May 10, 2024 Q1 2024 |
177,748
shares
|
$11 Million
0.37% of portfolio
|
Q1 2024
Reduced 1.32%
|
|
Larson Financial Group LLC
|
May 03, 2024 Q1 2024 |
174,125
shares
|
$10.7 Million
0.86% of portfolio
|
Q1 2024
Added 37.07%
|
|
State Of Wisconsin Board Of Commissioners Of Public Lands
Madison, WI |
May 06, 2024 Q1 2024 |
166,219
shares
|
$10.2 Million
2.5% of portfolio
|
Q2 2023
Reduced 21.71%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
165,651
shares
|
$10.2 Million
0.04% of portfolio
|
Q1 2024
Reduced 40.28%
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
159,531
shares
|
$9.83 Million
0.22% of portfolio
|
Q3 2022
Added 1094.54%
|
|
Falcon Wealth Planning
|
Apr 15, 2024 Q1 2024 |
158,768
shares
|
$9.79 Million
1.59% of portfolio
|
Q1 2024
Reduced 26.67%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2024 Q1 2024 |
156,251
shares
|
$9.63 Million
0.23% of portfolio
|
Q1 2024
Reduced 8.54%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
153,244
shares
|
$9.45 Million
0.0% of portfolio
|
Q1 2024
Added 3.24%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
153,070
shares
|
$9.44 Million
0.02% of portfolio
|
Q1 2024
Reduced 56.56%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
148,990
shares
|
$9.18 Million
0.03% of portfolio
|
Q1 2024
Reduced 3.18%
|
|
Rtd Financial Advisors, Inc.
|
Apr 19, 2024 Q1 2024 |
147,236
shares
|
$9.08 Million
1.25% of portfolio
|
Q1 2024
Added 2.08%
|
|
Covenant Partners, LLC
|
Apr 30, 2024 Q1 2024 |
145,544
shares
|
$8.97 Million
2.73% of portfolio
|
Q1 2024
Reduced 4.41%
|
|
Citigroup Inc
|
May 10, 2024 Q1 2024 |
143,391
shares
|
$8.84 Million
0.01% of portfolio
|
Q1 2024
Reduced 25.85%
|
|
Kabouter Management, LLC
Chicago, IL |
May 09, 2024 Q1 2024 |
141,932
shares
|
$8.75 Million
37.95% of portfolio
|
Q1 2024
Reduced 80.38%
|
|
Wescap Management Group, Inc.
Glendale, CA |
May 13, 2024 Q1 2024 |
135,645
shares
|
$8.36 Million
2.5% of portfolio
|
Q1 2024
Reduced 0.23%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
134,383
shares
|
$8.28 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.37%
|
|
Schoolcraft Capital LLC
Boulder, CO |
Apr 12, 2024 Q1 2024 |
131,988
shares
|
$8.14 Million
1.96% of portfolio
|
Q1 2024
Reduced 3.2%
|