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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 2025-09-30, 1,790,440 shares in all. 9 filers opened a position and 6 filers sold out during the quarter.

Managers
52
13F filers
52
New
9
Added
25
Reduced
13
Sold out
6
Shares held by filers
1,790,440

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC275,329$10.4M3.6%+1,83213F-HRTimeline
LPL Financial LLC131,823$4.96M<0.01%-25,08213F-HRTimeline
AE Wealth Management LLC119,147$4.48M0.03%+18,05013F-HRTimeline
Cetera Investment Advisers113,693$4.28M<0.01%+8,61413F-HRTimeline
Ipsen Advisor Group LLC102,240$3.85M2.77%+41813F-HRTimeline
Lighthouse Wealth Management Inc.94,242$3.55M2.88%+8,26613F-HRTimeline
Comprehensive Wealth Management, LLC88,966$3.35M2.37%+17,34713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/83,886$3.16M<0.01%+67913F-HR/ATimelineGroup
Sachetta, LLC82,414$3.1M1.15%-2,29113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC81,069$3.05M<0.01%-5,99913F-HRTimeline
Certified Advisory Corp54,664$2.06M0.2%+8213F-HRTimeline
FLOW TRADERS U.S. LLC54,023$2.03M0.08%+29,10113F-HRTimeline
Janney Montgomery Scott LLC50,185$1.89M<0.01%-7713F-HRTimeline
Apella Capital, LLC40,826$1.55M0.03%-1,62313F-HRTimeline
WESCAP Management Group, Inc.38,212$1.44M0.3%+1,06513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC37,400$1.41M<0.01%+1,17113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC37,056$1.39M<0.01%+1,00513F-HRTimeline
Berkeley, Inc31,352$1.18M0.38%-52013F-HRTimeline
Cambridge Investment Research Advisors,…21,828$821K<0.01%+1,74413F-HRTimeline
IFP Advisors, Inc18,713$704K0.02%+3,73713F-HR/ATimeline
Dynamic Advisor Solutions LLC17,339$652K0.02%-73613F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC17,148$645K0.22%-1,15413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,711$553K<0.01%new13F-HRTimelineGroup
ROVIN CAPITAL /UT/ /ADV14,645$551K0.15%+19713F-HR/ATimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC14,132$532K0.01%+69413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC13,820$520K<0.01%+1,22013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,262$490K<0.01%-52113F-HRTimelineGroup
Montis Financial, LLC11,270$424K0.1%-1,58413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC10,233$384K0.02%new13F-HRTimeline
Sage Mountain Advisors LLC10,137$381K0.02%013F-HRTimeline
First PREMIER Bank10,078$379K0.09%+3,49813F-HRTimeline
Sigma Planning Corp9,563$360K0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,167$345K<0.01%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,035$302K<0.01%+4113F-HRTimelineGroup
Glass Jacobson Investment Advisors llc7,574$285K0.1%+813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,338$276K0.01%+56913F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…6,813$256K0.01%-35713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,988$228K<0.01%-81913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,984$225K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC5,761$217K<0.01%+5,51113F-HRTimeline
Capital Square, LLC5,691$214K0.11%new13F-HRTimeline
Williams & Novak Wealth Management, LLC5,680$214K0.16%013F-HRTimeline
Summit Financial, LLC5,552$209K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,725$64.9K<0.01%+43313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY739$27.8K<0.01%+113F-HR/ATimelineGroup
NewEdge Advisors, LLC500$18.8K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC162$6.09K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN156$5.85K<0.01%+15613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA96$4K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC61$2.29K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.11$414<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC1$38<0.01%-24913F-HRTimeline