iShares Trust - iShares MSCI EAFE Small-Cap ETF
US ˙ NasdaqGM ˙ US4642882736

SecuritySCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership46,243 shares
Latest Disclosed Value $ 3,625,914
IFP Advisors, Inc reports 1.17% increase in ownership of SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 46,243 shares of iShares Trust - iShares MSCI EAFE Small-Cap ETF (US:SCZ) valued at $3,625,914 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 45,706 shares of iShares Trust - iShares MSCI EAFE Small-Cap ETF. This represents a change in shares of 1.17% during the quarter. The current value of the position is $3,927,880 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F ISHARES TR cs 464288273 46,243 537 1.17 3,626 2.31 0.0752
2026-02-06 2025-12-31 13F ISHARES TR cs 464288273 45,706 -5 -0.01 3,544 1.06 0.0796
2026-02-06 2025-09-30 13F/A-1 ISHARES TR EAFE SML CP ETF cs 464288273 45,711 1,634 3.71 3,507 9.46 0.0911
2025-12-02 2025-09-30 13F ISHARES TR EAFE SML CP ETF cs 464288273 45,712 1,635 3,507 0.0904
2025-07-24 2025-06-30 13F I cs 464288273 44,077 33,788 328.39 3,204 390.51 0.0911
2025-05-05 2025-03-31 13F ISHARES TR cs 464288273 10,289 5,776 127.99 654 138.32 0.0202
2025-02-04 2024-12-31 13F ISHARES TR cs 464288273 4,513 556 14.05 274 2.62 0.0090
2025-02-04 2024-09-30 13F ISHARES TR cs 464288273 3,957 -847 -17.63 268 -9.80 0.0097
2024-07-30 2024-06-30 13F ISHARES TR cs 464288273 4,804 443 10.16 296 7.25 0.0118
2024-07-30 2024-03-31 13F ISHARES TR cs 464288273 4,361 1,831 72.37 276 76.92 0.0121
2024-01-09 2023-12-31 13F ISHARES TR cs 464288273 2,530 -23 -0.90 157 8.33 0.0074
2023-10-12 2023-09-30 13F ISHARES TR cs 464288273 2,553 -50 -1.92 144 -5.88 0.0065
2023-08-14 2023-06-30 13F/A-1 ISHARES TR cs 464288273 2,603 -598 -18.68 154 -26.79 0.0064
2023-08-04 2023-06-30 13F ISHARES TR cs 464288273 2,603 -598 170 0.0079
2023-04-18 2023-03-31 13F ISHARES TR cs 464288273 3,201 -4,826 -60.12 209 0.0091
2023-02-07 2022-12-31 13F ISHARES TR cs 464288273 8,027 1,411 21.33 1 -100.00 0.0141
2022-11-08 2022-09-30 13F ISHARES TR cs 464288273 6,616 2,926 79.30 436 80.17 0.0114
2022-09-06 2022-06-30 13F/A-1 ISHARES TR cs 464288273 3,690 0 0.00 242 0.00 0.0078
2022-09-06 2022-03-31 13F/A-1 ISHARES TR cs 464288273 3,690 -73 -1.94 242 -12.00 0.0078
2022-08-08 2022-03-31 13F ISHARES TR EAFE SML CP ETF Stock 464288273 4,155 392 273 0.0056
2022-01-12 2021-12-31 13F ISHARES TR EAFE SML CP ETF Stock 464288273 3,763 -7,223 -65.75 275 -66.59 0.0054
2021-10-06 2021-09-30 13F ISHARES TR EAFE SML CP ETF Stock 464288273 10,986 8,863 417.48 823 420.89 0.0165
2021-07-13 2021-06-30 13F ISHARES TR EAFE SML CP ETF Stock 464288273 2,123 55 2.66 158 5.33 0.0033
2021-04-30 2021-03-31 13F ISHARES TR EAFE SML CP ETF Stock 464288273 2,068 -16,797 -89.04 150 -88.36 0.0029
2021-01-25 2020-12-31 13F ISHARES TR EAFE SML CP ETF Stock 464288273 18,865 16,885 852.78 1,289 1,001.71 0.0522
2020-10-29 2020-09-30 13F ISHARES TR EAFE SML CP ETF Stock 464288273 1,980 46 2.38 117 12.50 0.0070
2020-08-05 2020-06-30 13F ISHARES TR EAFE SML CP ETF Stock 464288273 1,934 -123 -5.98 104 11.83 0.0082
2020-05-12 2020-03-31 13F ISHARES TR EAFE SML CP ETF Stock 464288273 2,057 599 41.08 93 2.20 0.0094
2020-01-17 2019-12-31 13F ISHARES TR EAFE SML CP ETF Stock 464288273 1,458 -773 -34.65 91 -28.35 0.0068
2019-11-07 2019-09-30 13F ISHARES TR EAFE SML CP ETF Stock 464288273 2,231 1,601 254.13 127 252.78 0.0085
2019-05-15 2019-03-31 13F ISHARES MSCI EAFESMALL CAP ETF ETF 464288273 630 -4,522 -87.77 36 -86.47 0.0049
2019-06-03 2018-12-31 13F/A-10 ISHARES MSCI EAFE SMALL-CAP ETF ETF 464288273 5,152 -2,826 -35.42 266 -46.48 0.0162
2019-01-23 2018-12-31 13F ISHARES MSCI EAFE SMALL-CAP ETF ETF 464288273 5,152 -2,826 266 0.0162
2019-06-03 2018-09-30 13F/A-9 ISHARES MSCI EAFE SMALL-CAP ETF ETF 464288273 7,978 -3,689 -31.62 497 -32.10 0.0203
2018-10-25 2018-09-30 13F ISHARES MSCI EAFE SMALL-CAP ETF ETF 464288273 7,978 -3,689 497 0.0203
2019-06-03 2018-06-30 13F/A-8 ISHARES MSCI EAFE SMALL-CAP ETF ETF 464288273 11,667 3,494 42.75 732 38.90 0.0308
2018-08-07 2018-06-30 13F ISHARES MSCI EAFE SMALL-CAP ETF ETF 464288273 11,667 -334 732
2019-06-03 2018-03-31 13F/A-7 ISHARES MSCI EAFE SMALL-CAP ETF ETF 464288273 8,173 0 0.00 527 0.00 0.0239
2018-05-09 2018-03-31 13F ISHARES MSCI EAFE SMALL-CAP ETF ETF 464288273 12,001 3,828 782
2019-06-03 2017-12-31 13F/A-6 ISHARES MSCI EAFE SMALL-CAP ETF ETF 464288273 8,173 -449 -5.21 527 -1.50 0.0239
2018-01-24 2017-12-31 13F ISHARES MSCI EAFE SMALL-CAP ETF ETF 464288273 8,173 -449 527
2017-10-30 2017-09-30 13F ISHARES MSCI EAFE SMALL-CAP ETF ETF 464288273 8,622 -3,101 -26.45 535 -21.09 0.0212
2019-06-03 2017-06-30 13F/A-5 ISHARES MSCI EAFE SMALL-CAP ETF ETF 464288273 11,723 -1,328 -10.18 678 -4.10 0.0287
2017-07-31 2017-06-30 13F ISHARES MSCI EAFE SMALL-CAP ETF ETF 464288273 11,723 -1,328 678
2019-06-03 2017-03-31 13F/A-4 ISHARES MSCI EAFE SMALL-CAP ETF ETF 464288273 13,051 10,573 426.67 707 470.16 0.0308
2017-04-26 2017-03-31 13F ISHARES MSCI EAFE SMALL-CAP ETF ETF 464288273 13,051 10,573 707
2019-06-03 2016-12-31 13F/A-3 ISHARES MSCI EAFE SMALL-CAP ETF ETF 464288273 2,478 822 49.64 124 42.53 0.0060
2017-02-14 2016-12-31 13F ISHARES MSCI EAFE SMALL-CAP ETF ETF 464288273 2,478 822 124
2016-11-04 2016-09-30 13F ISHARES MSCI EAFE SMALL-CAP ETF ETF 464288273 1,656 -963 -36.77 87 -30.95 0.0045
2019-06-03 2016-06-30 13F/A-2 ISHARES MSCI EAFE SMALL-CAP ETF ETF 464288273 2,619 1,989 315.71 126 250.00 0.0070
2016-08-22 2016-06-30 13F ISHARES MSCI EAFE SMALL-CAP ETF ETF 464288273 2,619 1,989 126
2019-06-03 2016-03-31 13F/A-1 ISHARES MSCI EAFESMALL CAP ETF ETF 464288273 630 -3,092 -83.07 36 -80.65 0.0049
2016-05-02 2016-03-31 13F ISHARES MSCI EAFE SMALL-CAP ETF ETF 464288273 3,335 -387 166
2016-02-11 2015-12-31 13F ISHARES MSCI EAFE SMALL-CAP ETF ETF 464288273 3,722 3,722 186 0.0125
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.