Security record · archived quarter
SCZ
iShares MSCI EAFE Small-Cap ETF · Financial Services · Asset Management - Global
75Tracked holders
+6Δ holders
89.87MShares held
$6.93BReported value
+6New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +8.7% ·
share flow +26.3% ·
net new positions +8.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 70 | -3 | 95.63M | $7.86B | +2 | −6 |
| Q1 2026 | 75 | +6 | 89.87M | $6.93B | +6 | — |
| Q4 2025 | 68 | +1 | 71.13M | $5.51B | +1 | — |
| Q3 2025 | 7 | -3 | 15.67M | $1.20B | — | −3 |
| Q2 2025 | 7 | +3 | 6.66M | $483.86M | +3 | — |
| Q1 2025 | 2 | -2 | 490.28K | $31.15M | — | −2 |
| Q4 2024 | 4 | -1 | 619.19K | $37.62M | +1 | −2 |
| Q3 2024 | 5 | +2 | 812.97K | $55.04M | +3 | −1 |
| Q2 2024 | 3 | — | 333.06K | $20.53M | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Jones Financial Companies Lllp | 49.43M | +40.9% | $3.76B | 1.8% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Fidelity (FMR) ✦ | 4.67M | +72.3% | $366.47M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 3 | Creative Planning | 3.92M | -1.9% | $307.71M | 0.2% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | BlackRock ✦ (passive) | 3.79M | +11.2% | $296.97M | 0.0% | ▲ Add | 4 | SEC ↗ ×7 |
| 5 | Bank of New York Mellon Corp | 3.17M | +0.7% | $248.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 6 | Goldman Sachs Group ✦ | 3.04M | +12.8% | $238.06M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 7 | Morgan Stanley ✦ | 2.50M | +4.4% | $195.63M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 8 | Bank Of America Corp /De/ | 2.45M | +35.3% | $192.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 9 | Wellington Management ✦ | 1.48M | +24.0% | $115.95M | 0.0% | ▲ Add | 8 | SEC ↗ ×3 |
| 10 | Northern Trust Corp | 1.30M | +2.8% | $101.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Focus Partners Wealth | 1.28M | -0.9% | $100.71M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 12 | Cetera Investment Advisers | 1.13M | +5.1% | $88.71M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 13 | UBS Group AG | 975.24K | +25.7% | $76.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 14 | LPL Financial LLC | 848.78K | -0.9% | $66.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 720.17K | +8.5% | $56.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 701.25K | +1.4% | $54.99M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 686.29K | +2382.2% | $53.81M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Nuveen, LLC | 616.80K | +145.2% | $48.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 576.96K | -1.6% | $45.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | National Bank Of Canada /Fi/ | 539.17K | +2171.5% | $42.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 21 | Bank Of Montreal /Can/ | 531.69K | -26.0% | $41.69M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 22 | Pnc Financial Services Group, Inc. | 496.92K | -3.0% | $38.96M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 23 | Wells Fargo & Company/Mn | 476.32K | +31.4% | $37.35M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 24 | Corient Private Wealth LP | 491.44K | -49.7% | $37.29M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 25 | Mercer Global Advisors Inc /Adv | 367.66K | +21.7% | $28.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Fifth Third Bancorp | 302.86K | +36.7% | $23.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Citadel Advisors ✦ | 287.65K | New | $22.55M | 0.0% | New | 1 | SEC ↗ |
| 28 | Stifel Financial Corp | 250.69K | +0.7% | $19.66M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 29 | Commonwealth Equity Services, Llc | 213.15K | -0.4% | $16.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Raymond James Financial Inc | 210.95K | +3.5% | $16.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 31 | Truist Financial Corp | 206.21K | -6.6% | $16.17M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 32 | JPMorgan Chase ✦ | 208.76K | -84.2% | $15.88M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 33 | Osaic Holdings, Inc. | 190.74K | +3.0% | $14.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 34 | Mariner, LLC | 163.98K | +2.9% | $12.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 35 | Captrust Financial Advisors | 160.18K | +1.5% | $12.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Lido Advisors, LLC | 152.29K | +368.3% | $11.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Royal Bank Of Canada | 143.45K | -6.0% | $11.25M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 38 | Ameriprise Financial Inc | 126.25K | -13.6% | $9.90M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 39 | Baird Financial Group, Inc. | 122.74K | +3.6% | $9.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 40 | Wealth Enhancement Advisory… | 97.32K | -16.4% | $7.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Us Bancorp \De\ | 95.89K | -0.3% | $7.53M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 42 | Cwm, Llc | 85.99K | +5.6% | $6.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Franklin Resources Inc | 83.22K | +4.0% | $6.53M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 44 | Cerity Partners LLC | 82.97K | +192.3% | $6.51M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 45 | American Century Companies Inc | 81.52K | +493.5% | $6.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Renaissance Technologies ✦ | 74.47K | +44.3% | $5.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Mml Investors Services, Llc | 74.03K | -5.1% | $5.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Sei Investments Co | 47.87K | -34.5% | $3.75M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 49 | AQR Capital Management ✦ | 31.58K | +55.0% | $2.48M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 50 | Blair William & Co/Il | 25.86K | +3.8% | $2.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Rockefeller Capital Management L.P. | 19.78K | -13.8% | $1.55M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 52 | Deutsche Bank Ag\ | 15.74K | +22.7% | $1.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Quantinno Capital Management LP | 14.68K | -8.2% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Financial Engines Advisors L.L.C. | 14.27K | -0.5% | $1.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | UBS AM, a distinct business unit of… | 12.11K | +1060.9% | $949,388 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Qube Research & Technologies Ltd | 9.57K | +4500.0% | $750,227 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Invesco Ltd. | 9.01K | -3.3% | $706,317 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Squarepoint Ops LLC | 8.81K | New | $690,871 | 0.0% | New | 1 | SEC ↗ |
| 59 | Cibc World Market Inc. | 8.25K | -2.6% | $647,039 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Empower Advisory Group, LLC | 5.74K | -33.4% | $450,152 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Point72 Asset Management ✦ | 5.05K | New | $396,049 | 0.0% | New | 1 | SEC ↗ |
| 62 | Alliancebernstein L.P. | 4.92K | +3.1% | $381,370 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | CIBC Bancorp USA Inc. | 4.50K | — | $368,527 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 64 | Citigroup Inc | 4.63K | -21.5% | $362,701 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Grantham, Mayo, Van Otterloo & Co.… | 4.45K | -7.6% | $348,611 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Allspring Global Investments… | 3.79K | -97.2% | $298,894 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Tudor Investment Corp Et Al | 3.27K | New | $256,401 | 0.0% | New | 1 | SEC ↗ |
| 68 | Wealthfront Advisers LLC | 3.23K | -0.8% | $253,186 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Fisher Asset Management ✦ | 2.56K | New | $200,880 | 0.0% | New | 1 | SEC ↗ |
| 70 | New York State Common Retirement… | 1.69K | 0.0% | $132,670 | 0.0% | Held | 2 | SEC ↗ |
| 71 | Assetmark, Inc | 1.64K | +13.1% | $128,357 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Russell Investments Group, Ltd. | 455 | +31.5% | $35,663 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | TD Waterhouse Canada Inc. | 359 | New | $28,588 | 0.0% | New | 1 | SEC ↗ |
| 74 | Kayne Anderson Rudnick Investment… | 58 | 0.0% | $4,530 | 0.0% | Held | 2 | SEC ↗ |
| 75 | Toronto Dominion Bank | 9 | -78.6% | $706 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $22.55M | 0.0% |
| Squarepoint Ops LLC | $690,871 | 0.0% |
| Point72 Asset Management | $396,049 | 0.0% |
| Tudor Investment Corp Et Al | $256,401 | 0.0% |
| Fisher Asset Management | $200,880 | 0.0% |
| TD Waterhouse Canada Inc. | $28,588 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 753 holders, 143.82M shares, $10.10B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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