DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
SCZ

ISHARES MSCI EAFE SMALL-CAP

822 institutions still hold ISHARES MSCI EAFE SMALL-CAP as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464288273·Exchange Traded Fund·822 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$9.8B
visible holders
Holders
822
filers reporting
Concentration
44.83%
JONES FINANCIAL COMPANIES LLLP #1
top holder share
AI Holders Summary · Q2 2026

822 institutions reported SCZ in Q2 2026. JONES FINANCIAL COMPANIES LLLP leads at 44.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$4.4B53.3M1.75%Q2 2026
02
NATIXIS ADVISORS, LLC
CIK 0001018331
$996M12.7M1.39%Q1 2026
03
TIAA Wealth Investment Management LLC
CIK 0002124867
$795M9.7M5.31%Q2 2026
04
GOLDMAN SACHS GROUP INC
CIK 0000886982
$520M6.3M0.05%Q2 2026
05
FMR LLC
CIK 0000315066
$438M5.3M0.02%Q2 2026
06
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
CIK 0000882928
$371M4.5M1.28%Q2 2026
07
BlackRock, Inc.
CIK 0002012383
$319M3.9M0.00%Q2 2026
08
Creative Planning
CIK 0001540235
$313M3.8M0.18%Q2 2026
09
State of New Jersey Common Pension Fund D
CIK 0001483066
$305M3.7M1.04%Q2 2026
10
Bank of New York Mellon Corp
CIK 0001390777
$246M3.0M0.04%Q2 2026
11
MORGAN STANLEY
CIK 0000895421
$187M2.3M0.01%Q2 2026
12
BANK OF AMERICA CORP /DE/
CIK 0000070858
$161M2.0M0.01%Q2 2026
13
Cassaday & Co Wealth Management LLC
CIK 0001963612
$112M1.4M2.10%Q2 2026
14
NORTHERN TRUST CORP
CIK 0000073124· Index
$107M1.3M0.01%Q2 2026
15
Focus Partners Wealth
CIK 0001542153
$105M1.3M0.11%Q2 2026
16
Cetera Investment Advisers
CIK 0001666741
$98M1.2M0.09%Q2 2026
17
WELLINGTON MANAGEMENT GROUP LLP
CIK 0000902219
$88M1.1M0.02%Q2 2026
18
UBS Group AG
CIK 0001610520
$79M964K0.01%Q2 2026
19
LPL Financial LLC
CIK 0001403438
$77M941K0.02%Q2 2026
20
Wilmington Savings Fund Society, FSB
CIK 0000900974
$72M879K1.61%Q2 2026
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