Skip to content
Disclosery

HSCZ ISHARES TR

Follow

MSCI EAFE SMCP (fund)

48 managers (48 13F filers) reported a position in HSCZ shares at 2025-03-31, 2,009,732 shares in all. 6 filers opened a position and 10 filers sold out during the quarter.

Managers
48
13F filers
48
New
6
Added
17
Reduced
16
Sold out
10
Shares held by filers
2,009,732

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
LPL Financial LLC293,039$9.44M<0.01%+130,04813F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC255,338$8.22M3.41%+8,78813F-HRTimeline
Sachetta, LLC131,522$4.24M1.74%+21,13213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC110,438$3.56M0.01%-1,02613F-HRTimeline
Ipsen Advisor Group LLC98,597$3.17M2.73%+92913F-HRTimeline
Cetera Investment Advisers94,351$3.04M0.01%+5,39213F-HRTimeline
Lighthouse Wealth Management Inc.92,206$2.97M2.72%+4,63913F-HRTimeline
AE Wealth Management LLC87,961$2.83M0.02%-22,09413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/82,755$2.66M<0.01%-10,14013F-HRTimelineGroup
Comprehensive Wealth Management, LLC81,826$2.63M1.83%-18,16313F-HRTimeline
Virtue Capital Management, LLC71,916$2.32M0.27%new13F-HRTimeline
Systelligence, LLC70,774$2.28M0.55%-55,28613F-HRTimeline
Berkeley, Inc53,013$1.71M0.8%-198,58413F-HRTimeline
Janney Montgomery Scott LLC50,943$1.64M<0.01%+9813F-HRTimeline
Certified Advisory Corp50,419$1.62M0.18%-3,28413F-HRTimeline
WESCAP Management Group, Inc.47,444$1.53M0.37%+1,37513F-HRTimeline
Apella Capital, LLC48,469$1.5M0.05%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC35,255$1.14M<0.01%+8,15313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC32,203$1.04M<0.01%+8,01013F-HRTimeline
Fortitude Financial, LLC21,716$699K0.67%013F-HRTimeline
Montis Financial, LLC20,937$674K0.2%-4,13413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.19,809$638K<0.01%+2,14813F-HRTimelineGroup
Dynamic Advisor Solutions LLC19,180$618K0.02%+55713F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC18,462$594K0.11%13F-HRTimeline
FLOW TRADERS U.S. LLC16,457$530K0.02%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC16,108$519K<0.01%-18,43613F-HRTimelineGroup
Cambridge Investment Research Advisors,…14,599$470K<0.01%+4,37013F-HRTimeline
ROVIN CAPITAL /UT/ /ADV14,486$466K0.15%+67613F-HRTimeline
Sage Mountain Advisors LLC10,137$326K0.02%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC10,148$326K0.02%-3,78913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,002$258K<0.01%-57313F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…7,170$231K0.01%+16813F-HRTimelineGroup
Glass Jacobson Investment Advisors llc6,995$224K0.07%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.6,563$211K<0.01%-11,72413F-HRTimeline
IFP Advisors, Inc3,427$110K<0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB2,098$67.6K<0.01%013F-HRTimeline
COMERICA BANK2,091$67.3K<0.01%+18413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY738$23.8K<0.01%-2,25213F-HRTimelineGroup
Continuum Advisory, LLC648$20.9K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.446$14.3K<0.01%-1313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC295$9.44K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC250$8.05K<0.01%-6213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC232$7.47K<0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC167$5.38K<0.01%+2213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA96$3K<0.01%-1,09213F-HR/ATimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV6$193<0.01%new13F-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$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.