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Disclosery

HSCZ ISHARES TR

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MSCI EAFE SMCP (fund)

52 managers (52 13F filers) reported a position in HSCZ shares at 2024-12-31, 2,042,132 shares in all. 3 filers opened a position and 5 filers sold out during the quarter.

Managers
52
13F filers
52
New
3
Added
28
Reduced
7
Sold out
5
Shares held by filers
2,042,132

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Berkeley, Inc251,597$8.05M4.17%-172,61713F-HR/ATimeline
CAPITAL WEALTH MANAGEMENT, LLC246,550$7.89M3.38%+16,75313F-HRTimeline
LPL Financial LLC162,991$5.22M<0.01%+19,78113F-HRTimeline
Systelligence, LLC126,060$4.04M1%+13,20313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC111,464$3.57M0.01%-13,75913F-HRTimeline
Sachetta, LLC110,390$3.53M1.39%+47,65313F-HRTimeline
AE Wealth Management LLC110,055$3.52M0.03%+1,88413F-HRTimeline
Comprehensive Wealth Management, LLC99,989$3.2M2.39%+25,54813F-HRTimeline
Ipsen Advisor Group LLC97,668$3.13M2.67%13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/92,895$2.97M<0.01%+72113F-HRTimelineGroup
Cetera Investment Advisers88,959$2.85M0.01%+7,01413F-HRTimeline
Lighthouse Wealth Management Inc.87,567$2.8M2.57%13F-HRTimeline
Certified Advisory Corp53,703$1.72M0.19%+13,34313F-HRTimeline
Janney Montgomery Scott LLC50,845$1.63M<0.01%+35113F-HRTimeline
WESCAP Management Group, Inc.46,069$1.47M0.36%+17,10713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC34,544$1.11M<0.01%13F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC27,102$868K<0.01%+7,32613F-HRTimelineGroup
Montis Financial, LLC25,071$803K0.25%new13F-HRTimeline
MML INVESTORS SERVICES, LLC24,193$774K<0.01%+7,43613F-HRTimeline
Fortitude Financial, LLC21,716$695K0.39%13F-HRTimeline
Dynamic Advisor Solutions LLC18,623$596K0.03%+36313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.18,287$585K<0.01%+2,52813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.17,661$565K<0.01%+71613F-HR/ATimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…15,794$506K<0.01%+1,21513F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC13,937$446K0.03%+49813F-HRTimeline
ROVIN CAPITAL /UT/ /ADV13,810$442K0.16%+96413F-HRTimeline
MONECO ADVISORS, LLC10,807$346K0.04%+2,20513F-HR/ATimeline
Cambridge Investment Research Advisors,…10,229$327K<0.01%+86113F-HRTimeline
Sage Mountain Advisors LLC10,137$324K0.02%+6013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,575$274K<0.01%-61113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,116$260K<0.01%-27713F-HR/ATimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…7,002$224K0.01%+16013F-HRTimelineGroup
Glass Jacobson Investment Advisors llc6,995$224K0.07%+1,35513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MORGAN STANLEYin group MORGAN STANLEY2,990$95.7K<0.01%+2,28413F-HR/ATimelineGroup
Wilmington Savings Fund Society, FSB2,098$67.2K<0.01%-5513F-HRTimeline
COMERICA BANK1,907$61.1K<0.01%013F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,188$38K<0.01%+1,09213F-HRTimelineGroup
FMR LLCin group FMR LLC1,124$36K<0.01%+26213F-HRTimelineGroup
Avior Wealth Management, LLC1,003$29K<0.01%013F-HRTimeline
Continuum Advisory, LLC648$20.7K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.459$14.7K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC312$9.99K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC295$9.44K<0.01%+9513F-HRTimelineGroup
Global Retirement Partners, LLC281$8.99K<0.01%-1,99313F-HRTimeline
Geneos Wealth Management Inc.164$5.25K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC145$4.64K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC53$2K<0.01%013F-HRTimelineGroup
Plante Moran Financial Advisors, LLC28$896<0.01%013F-HRTimeline
Capital A Wealth Management, LLC19$608<0.01%13F-HRTimeline
Sound Income Strategies, LLC17$544<0.01%-1213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$13<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.