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 747 institutions that hold shares in the stock, with a total of 95.7 Million shares, which have been reported (via 13F filing form) to have a value of $5.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dorval Corp
Maple Grove, MN |
Oct 23, 2024 Q3 2024 |
117,967
shares
|
$7.09 Million
3.2% of portfolio
|
Q3 2024
Added 7.58%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
117,785
shares
|
$7.08 Million
0.07% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
115,437
shares
|
$6.94 Million
0.69% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
115,258
shares
|
$6.93 Million
0.45% of portfolio
|
Q3 2024
Reduced 5.62%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
113,535
shares
|
$6.83 Million
0.3% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
109,686
shares
|
$6.6 Million
1.67% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
108,461
shares
|
$6.52 Million
1.39% of portfolio
|
Q3 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
108,340
shares
|
$6.51 Million
0.0% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
107,666
shares
|
$6.47 Million
0.09% of portfolio
|
Q3 2024
Added 222.29%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 30, 2024 Q3 2024 |
105,836
shares
|
$6.36 Million
1.9% of portfolio
|
Q3 2024
Added 9.44%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
105,185
shares
|
$6.32 Million
0.33% of portfolio
|
Q3 2024
Reduced 23.77%
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
104,584
shares
|
$6.29 Million
1.01% of portfolio
|
Q3 2024
Reduced 18.94%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
102,361
shares
|
$6.15 Million
0.09% of portfolio
|
Q3 2024
Reduced 29.68%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
102,077
shares
|
$6.14 Million
0.1% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
100,908
shares
|
$6.07 Million
1.03% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Bank Of Stockton
|
Oct 23, 2024 Q3 2024 |
100,718
shares
|
$6.06 Million
2.06% of portfolio
|
Q3 2024
Added 4.34%
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
97,988
shares
|
$5.89 Million
2.13% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
97,988
shares
|
$5.89 Million
2.07% of portfolio
|
Q4 2022
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
95,326
shares
|
$5.73 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
95,311
shares
|
$5.73 Million
0.01% of portfolio
|
Q3 2024
Added 22.16%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
95,127
shares
|
$5.72 Million
0.05% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Oct 08, 2024 Q3 2024 |
92,792
shares
|
$5.58 Million
1.31% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
91,434
shares
|
$5.5 Million
0.61% of portfolio
|
Q4 2022
Added 113.9%
|
|
|
Stonehearth Capital Management, LLC
|
Oct 02, 2024 Q3 2024 |
90,138
shares
|
$5.42 Million
2.46% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
89,477
shares
|
$5.38 Million
0.04% of portfolio
|
Q3 2024
Added 8.27%
|