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 |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
50,276
shares
|
$3.51 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
49,981
shares
|
$3.49 Million
0.04% of portfolio
|
Q1 2025
Added 7.08%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
48,936
shares
|
$3.41 Million
1.48% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Partners In Financial Planning
Salem, VA |
Apr 30, 2025 Q1 2025 |
48,274
shares
|
$3.37 Million
0.62% of portfolio
|
Q3 2021
Reduced 4.14%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
47,425
shares
|
$3.31 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Apr 30, 2025 Q1 2025 |
46,376
shares
|
$3.23 Million
1.0% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
46,200
shares
|
$3.22 Million
0.18% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
46,144
shares
|
$3.22 Million
0.31% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
46,082
shares
|
$3.21 Million
2.92% of portfolio
|
Q3 2023
Reduced 3.61%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
45,938
shares
|
$3.2 Million
0.28% of portfolio
|
Q1 2025
Reduced 46.27%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
45,865
shares
|
$3.2 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
45,718
shares
|
$3.19 Million
0.01% of portfolio
|
Q1 2025
Added 908.56%
|
|
|
Martin & CO Inc
Knoxville, TN |
May 15, 2025 Q1 2025 |
45,625
shares
|
$3.18 Million
0.6% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
45,390
shares
|
$3.17 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.2%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
44,553
shares
|
$3.11 Million
1.36% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
44,383
shares
|
$3.1 Million
1.11% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
43,078
shares
|
$3 Million
0.13% of portfolio
|
Q1 2025
Reduced 46.91%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
42,947
shares
|
$3 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
42,477
shares
|
$2.96 Million
1.41% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
41,882
shares
|
$2.92 Million
0.02% of portfolio
|
Q1 2025
Added 27.77%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
40,923
shares
|
$2.85 Million
0.62% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Abacus Planning Group, Inc.
|
Apr 14, 2025 Q1 2025 |
40,887
shares
|
$2.85 Million
0.48% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Apr 07, 2025 Q1 2025 |
39,426
shares
|
$2.75 Million
2.13% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
39,364
shares
|
$2.75 Million
0.03% of portfolio
|
Q1 2025
Added 11.04%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
36,930
shares
|
$2.58 Million
0.42% of portfolio
|
Q1 2025
Added 21.92%
|