SCZ Institutional Ownership & Shareholders
ISHARES MSCI EAFE SMALL-CAP (SCZ) is currently held by 767 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $12.84B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Jones Financial Companies Lllp is currently the largest disclosed institutional shareholder of SCZ tracked by InsiderSet, reporting ownership valued at approximately $4.38B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $4.41B, representing an estimated gain of +0.72% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed SCZ value among the investors covered in this analysis. Major shareholders include Jones Financial Companies Lllp, Natixis Advisors, Llc, Tiaa Wealth Investment Management Llc, and several other long-term asset managers with concentrated positions in ISHARES MSCI EAFE SMALL-CAP (SCZ).
This page ranks the largest institutional SCZ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
767
Total Reported Value
$12.84B
Largest Holder
Jones Financial Companies Lllp
Largest Position
$4.38B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
27
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Jones Financial Companies Lllp | 1.75% | 53,299,660 | $4,379,131,692 | $4,410,546,865 | +$31,415,173 | +0.72% | |
| Natixis Advisors, Llc | 1.31% | 14,107,864 | $1,160,653,000 | $1,167,425,746 | +$6,772,746 | +0.58% | |
| Tiaa Wealth Investment Management Llc | 5.31% | 9,651,143 | $795,254,194 | $798,632,083 | +$3,377,889 | +0.42% | |
| Goldman Sachs Group Inc | 0.05% | 6,322,889 | $520,184,078 | $523,219,065 | +$3,034,987 | +0.58% | |
| Fmr Llc | 0.02% | 5,321,287 | $437,782,299 | $440,336,499 | +$2,554,200 | +0.58% | |
| Cassaday & Co Wealth Management Llc | 7.68% | 5,144,437 | $434,293,370 | $425,702,162 | -$8,591,208 | -1.98% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 1.28% | 4,508,820 | $370,940,621 | $373,104,855 | +$2,164,234 | +0.58% | |
| Blackrock, Inc. | 0.00% | 3,880,423 | $319,242,421 | $321,105,003 | +$1,862,582 | +0.58% | |
| Creative Planning | 0.18% | 3,706,703 | $312,919,811 | $306,729,673 | -$6,190,138 | -1.98% | |
| State Of New Jersey Common Pension Fund D | 1.04% | 3,702,826 | $304,631,495 | $306,408,852 | +$1,777,357 | +0.58% | |
| Bank Of New York Mellon Corp | 0.04% | 2,987,961 | $245,819,514 | $247,253,773 | +$1,434,259 | +0.58% | |
| Morgan Stanley | 0.01% | 2,276,111 | $187,255,708 | $188,348,185 | +$1,092,477 | +0.58% | |
| Bank Of America Corp | 0.01% | 1,958,678 | $161,140,425 | $162,080,605 | +$940,180 | +0.58% | |
| Jane Street Group, Llc | 0.08% | 1,534,940 | $126,279,514 | $127,016,285 | +$736,771 | +0.58% | |
| Northern Trust Corp | 0.01% | 1,302,991 | $107,197,070 | $107,822,505 | +$625,435 | +0.58% | |
| Focus Partners Wealth | 0.11% | 1,274,009 | $104,812,801 | $105,424,245 | +$611,444 | +0.58% | |
| Cetera Investment Advisers | 0.09% | 1,189,371 | $97,849,600 | $98,420,450 | +$570,850 | +0.58% | |
| Wellington Management Group Llp | 0.02% | 1,070,547 | $88,073,901 | $88,587,764 | +$513,863 | +0.58% | |
| Ubs Group Ag | 0.01% | 963,893 | $79,299,477 | $79,762,146 | +$462,669 | +0.58% | |
| Lpl Financial Llc | 0.02% | 940,672 | $77,389,088 | $77,840,608 | +$451,520 | +0.58% | |
| Wilmington Savings Fund Society, Fsb | 1.72% | 895,976 | $75,638,294 | $74,142,014 | -$1,496,280 | -1.98% | |
| Modera Wealth Management, Llc | 0.77% | 867,762 | $73,256,494 | $71,807,306 | -$1,449,189 | -1.98% | |
| Bank Of Montreal | 0.02% | 718,382 | $59,101,329 | $59,446,111 | +$344,782 | +0.58% | |
| State Of Tennessee, Department Of Treasury | 0.15% | 611,475 | $50,306,049 | $50,599,556 | +$293,507 | +0.58% | |
| Financial Advisory Corp | 5.91% | 548,417 | $46,297,396 | $45,381,507 | -$915,889 | -1.98% | |
| Envestnet Asset Management Inc | 0.01% | 554,806 | $45,603,051 | $45,910,197 | +$307,146 | +0.67% | |
| Forvis Mazars Wealth Advisors, Llc | 0.74% | 531,373 | $44,858,499 | $43,971,116 | -$887,383 | -1.98% | |
| Moneta Group Investment Advisors Llc | 0.32% | 530,040 | $43,606,430 | $43,860,810 | +$254,380 | +0.58% | |
| Wells Fargo & Company/Mn | 0.01% | 501,946 | $41,295,072 | $41,536,032 | +$240,960 | +0.58% | |
| Wealthcare Advisory Partners Llc | 0.65% | 451,654 | $38,128,591 | $37,374,369 | -$754,223 | -1.98% | |
| Baker Avenue Asset Management, Lp | 0.71% | 451,566 | $37,150,325 | $37,367,087 | +$216,762 | +0.58% | |
| Pnc Financial Services Group, Inc. | 0.02% | 407,401 | $33,516,853 | $33,712,433 | +$195,580 | +0.58% | |
| Plancorp, Llc | 0.79% | 394,801 | $32,571,074 | $32,669,783 | +$98,709 | +0.30% | |
| Flow Traders U.S. Llc | 1.33% | 392,688 | $32,306,000 | $32,494,932 | +$188,932 | +0.58% | |
| Mercer Global Advisors Inc | 0.04% | 388,759 | $31,983,188 | $32,169,807 | +$186,619 | +0.58% | |
| Mai Capital Management | 0.12% | 383,693 | $31,566,445 | $31,750,596 | +$184,151 | +0.58% | |
| Savant Capital, Llc | 0.09% | 372,190 | $31,164,968 | $30,798,723 | -$366,246 | -1.18% | |
| Halbert Hargrove Global Advisors, Llc | 1.32% | 355,367 | $30,000,057 | $29,406,619 | -$593,438 | -1.98% | |
| Royal Bank Of Canada | 0.00% | 354,448 | $29,161,000 | $29,330,572 | +$169,572 | +0.58% | |
| Bear Mountain Capital, Inc. | 8.28% | 343,768 | $28,567,129 | $28,446,802 | -$120,327 | -0.42% | |
| Shakespeare Wealth Management, Llc | 5.09% | 312,160 | $26,352,541 | $25,831,240 | -$521,301 | -1.98% | |
| Arvest Bank Trust Division | 1.24% | 310,319 | $25,529,943 | $25,678,897 | +$148,954 | +0.58% | |
| Choreo, Llc | 0.26% | 299,026 | $25,243,705 | $24,744,402 | -$499,304 | -1.98% | |
| Fifth Third Bancorp | 0.04% | 298,877 | $24,588,555 | $24,732,072 | +$143,517 | +0.58% | |
| St. Louis Trust Co | 2.81% | 9,680 | $24,555,845 | $801,020 | -$23,754,825 | -96.74% | |
| Pure Financial Advisors, Llc | 0.31% | 295,814 | $24,336,619 | $24,478,609 | +$141,990 | +0.58% | |
| Ballentine Partners, Llc | 0.29% | 288,781 | $23,758,013 | $23,896,628 | +$138,615 | +0.58% | |
| Mission Wealth Management, Lp | 0.37% | 269,897 | $22,784,722 | $22,333,977 | -$450,745 | -1.98% | |
| First Citizens Bank & Trust Co | 0.34% | 267,160 | $22,553,646 | $22,107,490 | -$446,156 | -1.98% | |
| Envestnet Portfolio Solutions, Inc. | 0.10% | 263,593 | $21,685,755 | $21,812,321 | +$126,566 | +0.58% |
Frequently asked questions about SCZ
Who are the largest institutional holders of SCZ?
The largest institutional holders of SCZ reported in the latest SEC Form 13F filings include Jones Financial Companies Lllp, Natixis Advisors, Llc, Tiaa Wealth Investment Management Llc, Goldman Sachs Group Inc, and Fmr Llc. InsiderSet ranks institutional holders by their latest reported SCZ position.
What is SCZ institutional ownership?
This page tracks SCZ positions reported by institutional investment managers through SEC Form 13F. ISHARES MSCI EAFE SMALL-CAP (SCZ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SCZ?
InsiderSet currently tracks 767 institutional managers reporting SCZ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SCZ shareholders.
How much SCZ stock do institutions own?
Institutional investment managers disclosed approximately $12.84B in SCZ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SCZ institutional ownership last updated?
The latest SCZ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SCZ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SCZ position after the reporting date.
Are institutions buying or selling SCZ?
Institutional buying and selling can be analyzed by comparing SCZ positions across consecutive 13F reporting periods. InsiderSet's SCZ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SCZ ownership changes.
How has SCZ institutional ownership changed over time?
InsiderSet tracks SCZ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.