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Disclosery

HSCZ ISHARES TR

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MSCI EAFE SMCP (fund)

60 managers (60 13F filers) reported a position in HSCZ shares at 2026-06-30, 2,578,257 shares in all. 8 filers opened a position and 8 filers sold out during the quarter.

Managers
60
13F filers
60
New
8
Added
24
Reduced
15
Sold out
8
Shares held by filers
2,578,257

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
CAPITAL WEALTH MANAGEMENT, LLC587,317$25.2M6.07%+16,20413F-HRTimeline
Cambridge Investment Research Advisors,…228,417$9.82M0.02%+45,11813F-HR/ATimeline
AE Wealth Management LLC154,473$6.64M0.03%-101,11113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC152,371$6.55M<0.01%+137,60013F-HRTimelineGroup
LPL Financial LLC140,702$6.05M<0.01%-4,83313F-HRTimeline
Lighthouse Wealth Management Inc.118,436$5.09M3.16%+2,98813F-HRTimeline
Ipsen Advisor Group LLC102,597$4.41M2.84%+39013F-HRTimeline
Certified Advisory Corp96,957$4.17M0.34%+23,98313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/93,255$4.01M<0.01%-88313F-HRTimelineGroup
Cetera Investment Advisers92,070$3.96M<0.01%-6,16713F-HRTimeline
Sachetta, LLC84,183$3.62M1.76%+2,72913F-HRTimeline
Comprehensive Wealth Management, LLC83,898$3.61M1.65%-16,35913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC79,476$3.42M<0.01%+16,59513F-HRTimeline
Janney Montgomery Scott LLC46,476$2M<0.01%-1,07113F-HRTimeline
WESCAP Management Group, Inc.44,700$1.92M0.36%+75913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO43,489$1.87M<0.01%+10,09813F-HRTimelineGroup
First PREMIER Bank42,256$1.82M0.29%+2,94013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC40,444$1.74M<0.01%+98113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC39,296$1.69M<0.01%+6,46813F-HRTimeline
Apella Capital, LLC35,555$1.53M0.02%-2,03713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.33,065$1.42M<0.01%+10,91313F-HRTimelineGroup
Berkeley, Inc30,950$1.33M0.42%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC28,886$1.24M<0.01%+23,30013F-HRTimelineGroup
IFP Advisors, Inc20,680$889K0.02%+81413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC18,089$777K0.01%+63213F-HRTimelineGroup
Dynamic Advisor Solutions LLC15,592$670K0.02%-44013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…10,618$456K0.01%+2,00013F-HRTimelineGroup
Sigma Planning Corp9,671$416K0.01%+73013F-HRTimeline
Capital Square, LLC9,381$403K0.18%+84413F-HRTimeline
Montis Financial, LLC9,234$397K0.08%-1613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,593$326K<0.01%013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV7,551$325K<0.01%-2713F-HR/ATimeline
Glass Jacobson Investment Advisors llc7,551$325K0.1%013F-HRTimeline
LaSalle St. Investment Advisors, LLC6,991$300K0.04%-19013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.6,769$291K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV6,720$289K0.01%+54713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management6,428$276K<0.01%new13F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC5,755$247K0.01%-4,35113F-HRTimeline
Williams & Novak, LLC5,680$244K0.16%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,955$213K<0.01%new13F-HRTimelineGroup
Private Advisor Group, LLC4,891$210K<0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,701$202K<0.01%-4,17113F-HRTimelineGroup
Geneos Wealth Management Inc.3,102$133K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,541$66K<0.01%013F-HRTimelineGroup
Key Capital Management, INC951$40.9K0.02%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY739$31.8K<0.01%013F-HRTimelineGroup
Continuum Advisory, LLC656$28.2K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA563$24K<0.01%+46713F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.507$22K<0.01%-27313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NewEdge Advisors, LLC500$21.5K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS388$16.7K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC329$14.2K<0.01%+5713F-HRTimelineGroup
Integrated Wealth Concepts LLC296$12.7K<0.01%new13F-HRTimeline
MATHER GROUP, LLC.230$9.88K<0.01%-1,00013F-HRTimeline
Global Retirement Partners, LLC103$4.45K<0.01%13F-HRTimeline
HARBOUR INVESTMENTS, INC.100$4.3K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…65$2.79K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC61$2.62K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7$310<0.01%+713F-HRTimelineGroup
CoreCap Advisors, LLC0$1<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.