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 710 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 $7.04 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Fonville Wealth Management LLC
Richmond, VA |
Jul 30, 2024 Q2 2024 |
72,046
shares
|
$4.88 Million
1.76% of portfolio
|
Q2 2024
Added 14.67%
|
|
Harbor Advisory Corp
|
Jul 25, 2024 Q2 2024 |
71,014
shares
|
$4.81 Million
1.52% of portfolio
|
Q2 2024
Added 0.16%
|
|
Clearwater Capital Advisors, LLC
|
Aug 06, 2024 Q2 2024 |
70,817
shares
|
$4.79 Million
0.49% of portfolio
|
Q2 2024
Reduced 4.97%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
68,642
shares
|
$4.65 Million
0.02% of portfolio
|
Q2 2024
Reduced 13.33%
|
|
My Personal Cfo, LLC
|
Jul 25, 2024 Q2 2024 |
68,518
shares
|
$4.64 Million
2.41% of portfolio
|
Q2 2024
Added 7.78%
|
|
Merriman Wealth Management, LLC
|
Aug 13, 2024 Q2 2024 |
68,353
shares
|
$4.63 Million
0.19% of portfolio
|
Q2 2024
Reduced 3.14%
|
|
Simplicity Wealth,Llc
|
Jul 10, 2024 Q2 2024 |
67,912
shares
|
$4.6 Million
0.1% of portfolio
|
Q2 2024
Added 15.76%
|
|
Allspring Global Investments Holdings, LLC
|
Jul 26, 2024 Q2 2024 |
66,997
shares
|
$4.53 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
Fca Corp
Houston, TX |
Aug 13, 2024 Q2 2024 |
66,849
shares
|
$4.52 Million
1.35% of portfolio
|
Q2 2024
Added 0.6%
|
|
Encompass Wealth Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
66,557
shares
|
$4.5 Million
1.55% of portfolio
|
Q2 2024
Added 1.8%
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
66,232
shares
|
$4.48 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.66%
|
|
Ltg Capital LLC
|
Aug 12, 2024 Q2 2024 |
66,041
shares
|
$4.47 Million
3.95% of portfolio
|
Q2 2024
Added 3.37%
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
65,779
shares
|
$4.45 Million
0.0% of portfolio
|
Q3 2022
Added 65.8%
|
|
Ifg Advisors, LLC
|
Jul 22, 2024 Q2 2024 |
64,940
shares
|
$4.39 Million
0.96% of portfolio
|
Q2 2024
Added 6.29%
|
|
Umb Bank, N.A.
|
Jul 29, 2024 Q2 2024 |
63,373
shares
|
$4.29 Million
0.07% of portfolio
|
Q2 2024
Reduced 5.88%
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Aug 12, 2024 Q2 2024 |
63,276
shares
|
$4.28 Million
0.11% of portfolio
|
Q2 2024
Added 7.86%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
62,911
shares
|
$4.26 Million
0.02% of portfolio
|
Q2 2024
Reduced 5.51%
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jul 25, 2024 Q2 2024 |
62,414
shares
|
$4.22 Million
0.85% of portfolio
|
Q2 2024
Added 312.38%
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Jul 31, 2024 Q2 2024 |
60,941
shares
|
$4.12 Million
0.49% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
Goldstein Advisors, LLC
Madison, WI |
Jul 24, 2024 Q2 2024 |
60,074
shares
|
$4.07 Million
0.62% of portfolio
|
Q2 2024
Added 5.72%
|
|
Aspiriant, LLC
|
Jul 15, 2024 Q2 2024 |
58,927
shares
|
$3.99 Million
0.15% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
Sei Investments CO
Oaks, PA |
Aug 13, 2024 Q2 2024 |
55,944
shares
|
$3.79 Million
0.0% of portfolio
|
Q2 2024
Added 5.2%
|
|
Total Wealth Planning, LLC
|
Aug 02, 2024 Q2 2024 |
55,854
shares
|
$3.78 Million
0.62% of portfolio
|
Q2 2024
Reduced 3.16%
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Aug 09, 2024 Q2 2024 |
55,611
shares
|
$3.76 Million
0.12% of portfolio
|
Q2 2024
Reduced 6.75%
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
54,953
shares
|
$3.72 Million
0.07% of portfolio
|
Q2 2024
Reduced 6.24%
|