13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
SCZ

ISHARES MSCI EAFE SMALL-CAP

812 institutions still hold ISHARES MSCI EAFE SMALL-CAP as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464288273·Exchange Traded Fund·812 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$8.7B
visible holders
Holders
812
filers reporting
Concentration
43.31%
JONES FINANCIAL COMPANIES LLLP #1
top holder share
AI Holders Summary · Q1 2026

812 institutions reported SCZ in Q1 2026. JONES FINANCIAL COMPANIES LLLP leads at 43.3% 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
$3.8B49.4M1.80%Q1 202602
NATIXIS ADVISORS, LLC
CIK 0001018331
$996M12.7M1.39%Q1 202603
TIAA Wealth Investment Management LLC
CIK 0002124867
$721M9.5M5.51%Q1 202604
FMR LLC
CIK 0000315066
$366M4.7M0.02%Q1 202605
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
CIK 0000882928
$341M4.4M1.31%Q1 202606
Creative Planning
CIK 0001540235
$308M3.9M0.21%Q1 202607
BlackRock, Inc.
CIK 0002012383
$297M3.8M0.01%Q1 202608
State of New Jersey Common Pension Fund D
CIK 0001483066
$290M3.7M1.12%Q1 202609
Bank of New York Mellon Corp
CIK 0001390777
$249M3.2M0.05%Q1 202610
GOLDMAN SACHS GROUP INC
CIK 0000886982
$238M3.0M0.03%Q1 202611
MORGAN STANLEY
CIK 0000895421
$196M2.5M0.01%Q1 202612
BANK OF AMERICA CORP /DE/
CIK 0000070858
$192M2.5M0.01%Q1 202613
WELLINGTON MANAGEMENT GROUP LLP
CIK 0000902219
$116M1.5M0.02%Q1 202614
NORTHERN TRUST CORP
CIK 0000073124· Index
$102M1.3M0.01%Q1 202615
Focus Partners Wealth
CIK 0001542153
$100M1.3M0.11%Q4 202516
Cassaday & Co Wealth Management LLC
CIK 0001963612
$99M1.3M2.10%Q1 202617
Cetera Investment Advisers
CIK 0001666741
$89M1.1M0.09%Q1 202618
UBS Group AG
CIK 0001610520
$76M975K0.01%Q1 202619
Modera Wealth Management, LLC
CIK 0001542143
$71M916K0.82%Q4 202520
Wilmington Savings Fund Society, FSB
CIK 0000900974
$68M861K1.61%Q1 2026
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