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Disclosery

HSCZ ISHARES TR

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MSCI EAFE SMCP (fund)

59 managers (59 13F filers) reported a position in HSCZ shares at 2026-03-31, 2,462,052 shares in all. 10 filers opened a position and 7 filers sold out during the quarter.

Managers
59
13F filers
59
New
10
Added
21
Reduced
18
Sold out
7
Shares held by filers
2,462,052

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
CAPITAL WEALTH MANAGEMENT, LLC571,113$22.7M6.13%+295,00913F-HRTimeline
AE Wealth Management LLC255,584$10.1M0.05%+61,74313F-HRTimeline
Cambridge Investment Research Advisors,…183,299$7.27M0.02%+160,26313F-HRTimeline
LPL Financial LLC145,535$5.77M<0.01%+11,84313F-HRTimeline
Lighthouse Wealth Management Inc.115,448$4.58M3.11%+16,02113F-HRTimeline
Ipsen Advisor Group LLC102,207$4.06M2.84%-48113F-HRTimeline
Comprehensive Wealth Management, LLC100,257$3.98M2.01%+3,40013F-HRTimeline
Cetera Investment Advisers98,237$3.9M<0.01%+2,10913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/94,138$3.73M<0.01%+5,19513F-HRTimelineGroup
Sachetta, LLC81,454$3.23M1.75%-2,30413F-HRTimeline
Certified Advisory Corp72,974$2.9M0.26%+11,82813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC62,881$2.49M<0.01%+5,43713F-HRTimeline
Janney Montgomery Scott LLC47,547$1.89M<0.01%-1,40213F-HRTimeline
WESCAP Management Group, Inc.43,941$1.74M0.34%+3,72513F-HRTimeline
Apella Capital, LLC37,592$1.6M0.02%-3,40413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC39,463$1.57M<0.01%-1,50313F-HRTimelineGroup
First PREMIER Bank39,316$1.56M0.36%+8,82513F-HRTimeline
MML INVESTORS SERVICES, LLC32,828$1.3M<0.01%-8,13613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO33,391$1.3M<0.01%new13F-HR/ATimelineGroup
Berkeley, Inc30,950$1.23M0.41%+44213F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…11,426$1.01M0.75%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.22,152$879K<0.01%+15,08013F-HRTimelineGroup
IFP Advisors, Inc19,866$788K0.02%-37013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC17,457$693K0.01%+1,02913F-HRTimelineGroup
TOUNJIAN ADVISORY PARTNERS, LLC16,136$640K0.23%-84413F-HRTimeline
Dynamic Advisor Solutions LLC16,032$636K0.02%-58413F-HRTimeline
Fortitude Financial, LLC15,951$633K0.33%-6,42013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,959$593K<0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC14,771$586K<0.01%-87513F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC10,106$400K0.02%013F-HRTimeline
Montis Financial, LLC9,250$367K0.08%-89813F-HRTimeline
Sigma Planning Corp8,941$355K0.01%-1,69813F-HRTimeline
Capital Square, LLC8,537$354K0.16%+1,66913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,872$352K<0.01%new13F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…8,618$342K0.01%+34113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,593$305K<0.01%new13F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV7,578$301K<0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc7,551$300K0.1%013F-HRTimeline
LaSalle St. Investment Advisors, LLC7,181$285K0.04%+46713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,769$269K<0.01%-56913F-HRTimelineGroup
Sage Mountain Advisors LLC6,591$261K0.02%-3,54613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV6,173$245K0.01%+1,15413F-HRTimeline
Williams & Novak Wealth Management, LLC5,680$229K0.17%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,586$222K<0.01%-12,26213F-HRTimelineGroup
Geneos Wealth Management Inc.3,102$123K<0.01%+2,57013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,541$61K<0.01%013F-HRTimelineGroup
MATHER GROUP, LLC.1,230$48.8K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.780$31K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
UBS Group AGin group UBS Group AG766$30.4K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY739$29.3K<0.01%013F-HRTimelineGroup
Allworth Financial LP684$27.1K<0.01%-56613F-HRTimeline
NewEdge Advisors, LLC500$19.8K<0.01%013F-HR/ATimeline
FMR LLCin group FMR LLC272$10.8K<0.01%+11913F-HRTimelineGroup
Steward Partners Investment Advisory, L…250$9.92K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA96$4K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.100$3.97K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC61$2.42K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$8<0.01%013F-HR/ATimelineGroupAmount filed as zero, left out of ratios.
CoreCap Advisors, LLC0$1<0.01%-64113F-HRTimelineAmount filed as zero, left out of ratios.