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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 2025-06-30, 1,696,549 shares in all. 10 filers opened a position and 7 filers sold out during the quarter.

Managers
52
13F filers
52
New
10
Added
15
Reduced
18
Sold out
7
Shares held by filers
1,696,549

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLC273,497$9.72M3.63%+18,15913F-HRTimeline
LPL Financial LLC156,905$5.58M<0.01%-136,13413F-HRTimeline
Cetera Investment Advisers105,079$3.74M0.01%+10,72813F-HRTimeline
Ipsen Advisor Group LLC101,822$3.62M2.76%+3,22513F-HRTimeline
AE Wealth Management LLC101,097$3.59M0.03%+13,13613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC87,068$3.1M<0.01%-23,37013F-HRTimeline
Lighthouse Wealth Management Inc.85,976$3.06M2.65%-6,23013F-HRTimeline
Sachetta, LLC84,705$3.01M1.19%-46,81713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/83,207$2.96M<0.01%+45213F-HRTimelineGroup
Comprehensive Wealth Management, LLC71,619$2.55M2.05%-10,20713F-HRTimeline
Certified Advisory Corp54,582$1.94M0.2%+4,16313F-HRTimeline
Janney Montgomery Scott LLC50,262$1.79M<0.01%-68113F-HRTimeline
Apella Capital, LLC42,449$1.49M0.04%-6,02013F-HRTimeline
WESCAP Management Group, Inc.37,147$1.32M0.3%-10,29713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC36,229$1.29M<0.01%+97413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC36,051$1.28M<0.01%+3,84813F-HRTimeline
Berkeley, Inc31,872$1.13M0.41%-21,14113F-HRTimeline
FLOW TRADERS U.S. LLC24,922$886K0.03%+8,46513F-HRTimeline
Cambridge Investment Research Advisors,…20,084$714K<0.01%+5,48513F-HRTimeline
Dynamic Advisor Solutions LLC18,075$643K0.02%-1,10513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…16,945$602K<0.01%new13F-HR/ATimelineGroup
TOUNJIAN ADVISORY PARTNERS, LLC18,302$589K0.11%-16013F-HRTimeline
IFP Advisors, Inc14,976$532K0.02%+11,54913F-HRTimeline
ROVIN CAPITAL /UT/ /ADV14,448$514K0.16%-3813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,783$490K<0.01%-6,02613F-HR/ATimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC13,438$478K0.01%+13,14313F-HRTimelineGroup
Montis Financial, LLC12,854$457K0.13%-8,08313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC12,600$448K<0.01%-3,50813F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.11,691$416K<0.01%+5,12813F-HRTimeline
Sage Mountain Advisors LLC10,137$360K0.02%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.7,994$284K<0.01%-813F-HRTimelineGroup
Glass Jacobson Investment Advisors llc7,566$269K0.1%+57113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…7,170$255K0.01%013F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,769$241K0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,807$240K<0.01%new13F-HRTimeline
First PREMIER Bank6,580$234K0.06%new13F-HRTimeline
Williams & Novak Wealth Management, LLC5,680$202K0.17%new13F-HRTimeline
Wilmington Savings Fund Society, FSB2,049$72.8K<0.01%-4913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,292$45.9K<0.01%+1,28613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY738$26.2K<0.01%013F-HRTimelineGroup
Capital A Wealth Management, LLC667$19.5K0.22%new13F-HRTimeline
UBS Group AGin group UBS Group AG495$17.6K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC250$8.89K<0.01%013F-HRTimeline
Global Retirement Partners, LLC250$8.88K<0.01%13F-HRTimeline
SIGNATUREFD, LLC167$5.94K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA96$3K<0.01%013F-HR/ATimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…69$2.45K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC61$2.17K<0.01%new13F-HRTimelineGroup
TOTAL INVESTMENT MANAGEMENT INC16$568<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.11$391<0.01%-43513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$15<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.