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Disclosery

HSCZ ISHARES TR

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MSCI EAFE SMCP (fund)

58 managers (58 13F filers) reported a position in HSCZ shares at 2025-12-31, 1,855,202 shares in all. 8 filers opened a position and 4 filers sold out during the quarter.

Managers
58
13F filers
58
New
8
Added
26
Reduced
14
Sold out
4
Shares held by filers
1,855,202

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
CAPITAL WEALTH MANAGEMENT, LLC276,104$10.7M3.47%+77513F-HRTimeline
AE Wealth Management LLC193,841$7.54M0.04%+74,69413F-HRTimeline
LPL Financial LLC133,692$5.2M<0.01%+1,86913F-HRTimeline
Ipsen Advisor Group LLC102,688$4M2.84%+44813F-HRTimeline
Lighthouse Wealth Management Inc.99,427$3.87M2.64%+5,18513F-HRTimeline
Comprehensive Wealth Management, LLC96,857$3.77M2.22%+7,89113F-HRTimeline
Cetera Investment Advisers96,128$3.74M<0.01%-17,56513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/88,943$3.46M<0.01%+5,05713F-HRTimelineGroup
Sachetta, LLC83,758$3.26M1.78%+1,34413F-HRTimeline
Certified Advisory Corp61,146$2.38M0.22%+6,48213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC57,444$2.24M<0.01%-23,62513F-HRTimeline
Janney Montgomery Scott LLC48,949$1.91M<0.01%-1,23613F-HRTimeline
Apella Capital, LLC40,996$1.6M0.03%+17013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC40,966$1.59M<0.01%+3,56613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC40,964$1.59M<0.01%+3,90813F-HRTimeline
WESCAP Management Group, Inc.40,216$1.56M0.32%+2,00413F-HRTimeline
Berkeley, Inc30,508$1.19M0.38%-84413F-HRTimeline
First PREMIER Bank30,491$1.19M0.27%+20,41313F-HRTimeline
Cambridge Investment Research Advisors,…23,036$896K<0.01%+1,20813F-HRTimeline
Fortitude Financial, LLC22,371$870K0.74%new13F-HRTimeline
IFP Advisors, Inc20,236$787K0.02%+1,52313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,848$695K<0.01%+8,68113F-HRTimelineGroup
TOUNJIAN ADVISORY PARTNERS, LLC16,980$661K0.22%-16813F-HRTimeline
Dynamic Advisor Solutions LLC16,616$647K0.02%-72313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC16,428$639K0.01%+2,29613F-HRTimelineGroup
ROVIN CAPITAL /UT/ /ADV15,641$609K0.16%+99613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC15,646$609K<0.01%+1,82613F-HRTimelineGroup
Sigma Planning Corp10,639$414K0.01%+1,07613F-HRTimeline
Montis Financial, LLC10,148$395K0.08%-1,12213F-HRTimeline
Sage Mountain Advisors LLC10,137$394K0.02%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC10,106$393K0.02%-12713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…8,277$322K0.01%+1,46413F-HRTimelineGroup
Clarity Retirement & Wealth, LLC7,811$304K0.27%13F-HRTimeline
Glass Jacobson Investment Advisors llc7,551$294K0.11%-2313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,338$285K0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,072$275K<0.01%-6,19013F-HRTimelineGroup
Capital Square, LLC6,868$267K0.14%+1,17713F-HRTimeline
LaSalle St. Investment Advisors, LLC6,714$261K0.04%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,118$238K<0.01%-1,91713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,968$237K<0.01%-2013F-HRTimeline
Global Retirement Partners, LLC5,874$229K<0.01%+11313F-HRTimeline
Williams & Novak Wealth Management, LLC5,680$221K0.17%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5,019$195K0.01%+3,29413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,541$60K<0.01%new13F-HR/ATimelineGroup
Allworth Financial LP1,250$48.6K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY739$28.8K<0.01%013F-HR/ATimelineGroup
CoreCap Advisors, LLC641$24.9K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.532$20.7K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC500$19.5K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…245$9.53K<0.01%new13F-HR/ATimelineGroup
FMR LLCin group FMR LLC153$5.94K<0.01%-913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA96$4K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.100$3.89K<0.01%+8913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/88$2.9K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC61$2.37K<0.01%013F-HRTimelineGroup
Key Capital Management, INC15$584<0.01%13F-HRTimeline
Aptus Capital Advisors, LLC1$39<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$8<0.01%-15613F-HRTimelineGroupAmount filed as zero, left out of ratios.