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SCZ · iShares MSCI EAFE Small-Cap ETF ETF

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$87.57 +0.09 (+0.10%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 7
Total Value: $40,794,317
Total Shares: 495,859

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 7 13F filers · Δ vs Mar 31, 2026
Top Holder
47.3%
Sep 2023 → Jun 2026 · range 9.8% – 47.3%
+13.0 pts
Top 5
99.9%
Sep 2023 → Jun 2026 · range 32.2% – 99.9%
+44.0 pts
Top 10
100.0%
Sep 2023 → Jun 2026 · range 49.2% – 100.0%
+31.8 pts
HHI
3,665
Sep 2023 → Jun 2026 · range 334 – 3,665
Highly concentrated+2,303

Quarterly Activity

vs Mar 31, 2026
New
0
Increased
3
Decreased
2
Sold Out
748
Unchanged
2
Holder count: -748
Institutional value: -99.6%
Shares held: -99.7%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Range Advisory, LLC +58,263 172,369
Parkside Financial Bank & Trust +2,026 72,294
Cornerstone Financial Management LLC +4 3,555

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Corient Private Wealth LLC −256,904 234,532
TOBIAS FINANCIAL ADVISORS, INC. −8 12,645

Top New Positions

vs Mar 31, 2026
No new positions this quarter.

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
JONES FINANCIAL COMPANIES LLLP 49,428,037 $3,875,652,380
NATIXIS ADVISORS, LLC 12,706,169 $996,290,711
TIAA Wealth Investment Management LLC 9,480,809 $743,390,233
FMR LLC 4,673,742 $366,468,109
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 4,351,812 $341,225,578
Filter: New 0 Increased 3 Reduced 2 Sold out 748 Unchanged 2
Showing 7 of 7
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC SCZ $19,294,947 47.30% 234,532
Range Advisory, LLC SCZ $14,180,797 34.76% 172,369
Parkside Financial Bank & Trust SCZ $5,947,627 14.58% 72,294
TOBIAS FINANCIAL ADVISORS, INC. SCZ $1,040,304 2.55% 12,645
Cornerstone Financial Management LLC SCZ $292,469 0.72% 3,555
TUCKER ASSET MANAGEMENT LLC SCZ $28,383 0.07% 345
BROWN, LISLE/CUMMINGS, INC. SCZ $9,790 0.02% 119