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Disclosery

SCZ ISHARES TR

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ETF (fund)

753 managers (766 13F filers) reported a position in SCZ shares at 2026-06-30, 153,106,658 shares in all. 50 filers opened a position and 40 filers sold out during the quarter.

Managers
753
13F filers
766
New
50
Added
266
Reduced
253
Sold out
40
Shares held by filers
153,106,658

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
RESTON WEALTH MANAGEMENT LLC32,366$2.66M0.72%+1,43713F-HRTimeline
Nicholas Hoffman & Company, LLC.31,845$2.62M0.06%-1,53913F-HRTimeline
NTV Asset Management LLC31,550$2.6M0.25%-50013F-HRTimeline
Wescott Financial Advisory Group, LLC31,471$2.59M0.2%+2,50113F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV31,194$2.57M0.58%-95713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC31,094$2.56M0.01%-121,20013F-HRTimelineGroup
Foundation Wealth Management, LLC\PA31,049$2.55M0.77%-66313F-HRTimeline
Canopy Partners, LLC30,908$2.54M0.76%013F-HRTimeline
First Citizens Asset Management, Inc.30,874$2.54M0.81%-12913F-HRTimeline
IHT Wealth Management, LLC30,756$2.53M0.05%-2,19413F-HRTimeline
Sincerus Advisory, LLC30,679$2.52M1.71%+51213F-HRTimeline
Prosperity Planning, Inc.30,107$2.48M0.57%-39613F-HRTimeline
Elmwood Wealth Management, Inc.30,040$2.47M0.62%-30813F-HRTimeline
Coyle Financial Counsel LLC29,265$2.41M0.44%-77913F-HRTimeline
Kingsview Wealth Management, LLC29,095$2.39M0.03%+36913F-HRTimeline
BLAIR WILLIAM & CO/IL28,736$2.36M0.01%+2,88113F-HRTimeline
VANCE WEALTH, LLC28,383$2.34M0.53%-1,03813F-HRTimeline
SIMON QUICK ADVISORS, LLC28,303$2.33M0.09%-4613F-HRTimeline
Argent Trust Co28,058$2.31M0.07%+71913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC27,886$2.29M0.05%+1,16813F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …27,551$2.27M0.11%+17,27813F-HRTimelineGroup
STOCK YARDS BANK & TRUST CO27,495$2.26M0.06%+72413F-HR/ATimeline
Regal Investment Advisors LLC27,176$2.24M0.12%+38813F-HRTimeline
DAVENPORT & Co LLC27,090$2.23M0.01%-7813F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC26,959$2.22M1%013F-HRTimeline
AIRE ADVISORS, LLC26,677$2.19M0.36%-3413F-HRTimeline
Merit Financial Group, LLC26,564$2.19M0.01%+44713F-HR/ATimeline
Cresset Asset Management, LLC26,033$2.14M0.01%+1,22113F-HRTimeline
American Financial Advisors, LLC25,551$2.1M0.25%-5,51713F-HRTimeline
Farther Finance Advisors, LLC25,486$2.1M0.02%-98313F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC25,369$2.09M<0.01%-56,14613F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/24,990$2.06M<0.01%-514,18213F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.24,650$2.03M0.22%-1,34513F-HR/ATimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.23,521$1.94M0.01%013F-HRTimelineGroup
TRB Wealth Management, LLC23,225$1.91M0.25%+18113F-HRTimeline
Strategic Family Wealth Counselors, L.L…23,024$1.89M0.44%-2113F-HRTimeline
Summit Financial, LLC23,014$1.89M0.02%-24913F-HRTimeline
RPg Family Wealth Advisory, LLC22,609$1.86M0.31%-513F-HR/ATimeline
Risk Paradigm Group, LLC22,462$1.85M1.45%-313F-HRTimeline
Rialto Wealth Management, LLC22,079$1.82M0.36%-2,10913F-HRTimeline
Geneos Wealth Management Inc.21,823$1.8M0.04%+1,98613F-HRTimeline
Quantinno Capital Management LP21,418$1.76M<0.01%+6,73513F-HRTimeline
SageView Advisory Group, LLC21,240$1.75M0.06%+4113F-HRTimeline
Midwest Trust Co21,166$1.74M0.02%+7513F-HRTimeline
Trust Co of the South21,035$1.73M0.24%013F-HRTimeline
Evanson Financial, LLC20,966$1.72M0.08%13F-HRTimeline
Stonehearth Capital Management, LLC20,937$1.72M0.59%new13F-HRTimeline
Empirical Financial Services, LLC d.b.a…20,875$1.72M0.03%+1,29113F-HRTimeline
Compound Planning, Inc.20,774$1.71M0.04%-38613F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…20,226$1.66M0.03%013F-HRTimelineGroup
Perigon Wealth Management, LLC19,960$1.64M0.03%+6413F-HRTimeline
FDx Advisors, Inc.19,704$1.62M0.49%-19513F-HRTimeline
Intergy Private Wealth, LLC19,656$1.62M0.37%013F-HRTimeline
RWA WEALTH PARTNERS, LLC19,578$1.61M0.02%-49,24013F-HRTimeline
Lee Financial Co19,245$1.58M0.2%013F-HRTimeline
BIRCH FINANCIAL GROUP, LLC19,243$1.58M0.81%+5,71413F-HRTimeline
CARDIFF PARK ADVISORS, LLC19,220$1.58M0.12%-35213F-HRTimeline
Hudson Portfolio Management LLC18,870$1.55M1.17%-19513F-HRTimeline
Falcon Wealth Planning18,809$1.55M0.1%-8413F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.18,789$1.55M0.47%-90713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…18,380$1.52M0.01%-38113F-HRTimelineGroup
SCS Capital Management LLC18,428$1.52M0.01%-5213F-HRTimeline
Parallel Advisors, LLC18,267$1.5M0.02%-17113F-HRTimeline
QUADRANT CAPITAL GROUP LLC18,126$1.49M0.04%-65013F-HRTimeline
Keel Point, LLC18,033$1.48M0.09%-1,26013F-HRTimeline
Continuum Advisory, LLC17,714$1.46M0.12%+41213F-HRTimeline
GEM Asset Management, LLC17,671$1.45M0.57%013F-HRTimeline
Allegheny Financial Group17,658$1.45M0.15%-1,30613F-HRTimeline
Parkwoods Wealth Partners, LLC17,602$1.45M0.23%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…17,333$1.43M<0.01%-2,44613F-HRTimelineGroup
Guidance Point Advisors, LLC17,301$1.42M0.3%+19713F-HRTimeline
SteelPeak Wealth, LLC17,162$1.41M0.04%+28713F-HRTimeline
Walkner Condon Financial Advisors LLC17,154$1.41M0.16%-7713F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC16,913$1.39M0.02%-1,72513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC16,599$1.37M0.1%013F-HRTimeline
MB Generational Wealth, LLC16,533$1.36M0.67%013F-HRTimeline
Squire Investment Management Company, L…16,336$1.34M0.32%+44013F-HRTimeline
Clearstead Advisors, LLC16,133$1.33M0.01%+16313F-HRTimeline
UMB Bank, n.a.16,033$1.32M0.02%-2,22213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sterling Financial Planning, Inc.15,997$1.32M0.36%-56213F-HRTimeline
EP Wealth Advisors, LLC15,974$1.31M0.01%+1,17713F-HRTimeline
Monument Group Wealth Advisors, LLC15,879$1.31M0.63%-1,71513F-HRTimeline
Forefront Wealth Partners, LLC15,655$1.29M0.4%+9,45513F-HRTimeline
Avidian Wealth Enterprises, LLC15,283$1.26M0.03%-6813F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC15,219$1.25M0.12%-93513F-HRTimeline
TAGStone Capital, Inc.15,209$1.25M0.4%-70213F-HRTimeline
Arkadios Wealth Advisors15,182$1.25M0.02%+22113F-HRTimeline
Tortoise Investment Management, LLC15,081$1.24M0.09%-47113F-HRTimeline
Great Point Wealth Advisors, LLC15,052$1.24M0.2%-4,94613F-HRTimeline
RBF Capital, LLC15,000$1.23M0.05%013F-HRTimeline
Magnus Financial Group LLC14,825$1.22M0.09%+54013F-HRTimeline
Meramec Financial Planners, LLC14,584$1.21M0.44%-50613F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK14,758$1.21M<0.01%+14,74913F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC14,528$1.2M0.06%013F-HRTimeline
Berkeley, Inc14,218$1.17M0.37%-98613F-HRTimeline
Sanctuary Advisors, LLC13,985$1.15M0.01%+38613F-HRTimeline
Aletheian Wealth Advisors LLC13,967$1.15M0.49%013F-HRTimeline
KELLY FINANCIAL GROUP LLC13,955$1.15M0.26%-14613F-HRTimeline
BayBridge Capital Group, LLC13,563$1.12M0.58%+44413F-HRTimeline
Petersen Hastings Wealth Advisors Inc.13,520$1.11M0.09%-3913F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\13,330$1.1M<0.01%-2,40713F-HRTimelineGroup
BOKF, NAin group BOKF, NA13,298$1.09M0.02%-14313F-HRTimelineGroup
J.W. COLE ADVISORS, INC.13,126$1.08M0.02%new13F-HRTimeline
Wedmont Private Capital12,874$1.07M0.03%-10713F-HRTimeline
Glenview Trust Co12,928$1.06M0.01%+25413F-HR/ATimeline
Physician Wealth Advisors, Inc.12,900$1.06M0.13%-14413F-HRTimeline
Westmount Partners, LLC12,829$1.06M0.23%+26313F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.12,645$1.04M0.13%-813F-HR/ATimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…12,578$1.03M<0.01%+76813F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO12,495$1.03M0.01%-64813F-HRTimeline
Tilson Financial Group, Inc.12,534$1.03M0.28%-23013F-HRTimeline
TWO SIGMA SECURITIES, LLC12,488$1.03M0.09%new13F-HRTimeline
Interchange Capital Partners, LLC12,388$1.02M0.19%-3,21613F-HRTimeline
Financial Engines Advisors L.L.C.12,336$1.01M<0.01%-1,93213F-HRTimeline
Mesirow Financial Investment Management…12,054$992K0.02%+46313F-HRTimeline
Mason Investment Advisory Services, Inc.11,981$986K0.04%+16313F-HRTimeline
Busey Bank11,563$951K0.02%-1,78913F-HRTimeline
WHITTIER TRUST CO11,213$950K0.01%013F-HRTimeline
Betterment LLC11,396$938K<0.01%+73813F-HRTimeline
Truepoint, Inc.11,357$934K0.02%-1,00213F-HRTimeline
Smartleaf Asset Management LLC11,274$929K0.03%013F-HRTimeline
Apella Capital, LLC10,974$915K0.01%+213F-HRTimeline
Independent Advisor Alliance11,016$906K0.02%-30,96413F-HRTimeline
Wealthspire Advisors, LLC10,927$899K<0.01%+1,75513F-HRTimeline
FIRST AMERICAN TRUST, FSB10,893$896K0.05%-16,82213F-HRTimeline
Independence Bank of Kentucky10,807$889K0.1%013F-HRTimeline
FAMILY WEALTH PARTNERS, LLC10,803$889K0.27%013F-HRTimeline
Bedel Financial Consulting, Inc.10,604$872K0.08%+913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,496$864K0.01%-87,82913F-HRTimelineGroup
Savvy Advisors, Inc.10,456$860K0.02%-2,59813F-HRTimeline
Alpha Omega Wealth Management LLC10,412$857K0.13%+14313F-HRTimeline
Accretive Wealth Partners, LLC10,163$836K0.2%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC9,874$812K0.01%+22213F-HRTimeline
21 West Wealth Management LLC9,759$803K0.69%-27213F-HRTimeline
HB Wealth Management, LLC9,726$800K<0.01%-513F-HRTimeline
MATHER GROUP, LLC.9,675$796K0.01%-47713F-HRTimeline
Elyxium Wealth, LLC9,654$794K0.08%-1113F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC9,548$786K<0.01%+5,10213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…9,497$781K0.01%-46413F-HRTimelineGroup
OLD MISSION CAPITAL LLC9,497$781K0.02%+5,47313F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC9,413$774K0.02%+6,86013F-HRTimelineGroup
REDW Wealth LLC9,353$769K0.28%-12313F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC9,250$761K0.51%+213F-HRTimeline
Harbor Group, Inc.9,212$758K0.09%+9913F-HRTimeline
LAM GROUP, INC.9,155$753K0.37%013F-HRTimeline
Financial Synergies Wealth Advisors, In…9,138$752K0.06%-19713F-HRTimeline
Williams & Novak, LLC9,043$744K0.5%013F-HRTimeline
Dala Group, LLC8,990$740K0.61%-1313F-HRTimeline
Donor Advised Charitable Giving, Inc.8,988$739K0.02%-22513F-HRTimeline
Invesco Ltd.in group Invesco Ltd.8,818$725K<0.01%-19013F-HRTimelineGroup
Asset Dedication, LLC8,806$724K0.05%-49513F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP8,727$718K0.01%-38013F-HRTimelineGroup
FIDELIS CAPITAL PARTNERS, LLC8,721$717K0.04%+36713F-HRTimeline
Procyon Advisors, LLC8,646$711K0.03%-6313F-HRTimeline
Windward Private Wealth Management Inc.8,475$697K0.22%013F-HRTimeline
FIRST HORIZON CORP8,454$696K0.03%+1,38013F-HRTimeline
William Howard & Co Financial Advisors …8,447$695K0.54%-32713F-HRTimeline
DMC Group, LLC8,265$680K0.47%-1,10513F-HRTimeline
CIBC WORLD MARKET INC.8,252$679K<0.01%013F-HRTimeline
Smith Partners Wealth Management, LLC8,157$671K0.53%-1,34513F-HRTimeline
First Western Trust Bank8,137$669K0.03%013F-HRTimeline
Johnson Financial Group, LLC8,113$667K0.04%-5913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.8,049$662K0.01%+21313F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …8,044$662K<0.01%013F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP8,036$661K0.01%+9113F-HRTimeline
Ashton Thomas Private Wealth, LLC8,023$660K0.01%+5813F-HRTimeline
Brucke Financial, Inc.7,986$657K0.29%+48513F-HRTimeline
Global View Capital Management LLC7,924$652K0.13%+1,27113F-HRTimeline
Advisory Solutions Group, LLC7,886$649K0.22%13F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC7,819$643K0.06%-23813F-HRTimeline
Strategic Blueprint, LLC7,738$637K0.03%+1613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK7,712$634K<0.01%+2,38613F-HRTimelineGroup
RiverGlades Family Offices LLC7,701$634K0.29%new13F-HRTimeline
Integrity Wealth Solutions LLC7,684$632K0.23%+14813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC7,677$632K0.01%013F-HRTimelineGroup
Gladwyn Financial Advisors, Inc.7,579$624K0.39%013F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO7,558$622K0.07%013F-HRTimelineGroup
Coppell Advisory Solutions LLC46$620K0.07%new13F-HRTimeline
Financial Harvest, LLC7,534$620K0.26%013F-HRTimeline
McAdam, LLC7,522$619K0.02%-1,55513F-HRTimeline
JMG Financial Group, Ltd.7,461$614K0.01%-5813F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC7,390$608K0.02%-66013F-HRTimelineGroup
MATTERS CAPITAL LLC7,387$608K0.43%+1013F-HRTimeline
Athena Investment Management7,380$607K0.36%013F-HRTimeline
McLean Asset Management Corp7,233$607K0.08%-3,19613F-HRTimeline
ALLIANCEBERNSTEIN L.P.7,718$605K<0.01%+2,79913F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC7,320$602K0.06%013F-HRTimeline
Mutual Advisors, LLC7,282$599K0.01%-413F-HRTimeline
NewEdge Wealth, LLC7,274$598K0.01%+87713F-HRTimeline
REBALANCE, LLC7,205$593K0.03%+9913F-HRTimeline
CAUSEWAY CAPITAL MANAGEMENT LLC7,100$584K0.01%013F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…7,025$578K0.01%-6613F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC6,981$574K0.06%+913F-HRTimeline
Morton Capital Management LLC/CA6,973$574K0.08%+9513F-HRTimeline
May Hill Capital, LLC6,872$565K0.12%-13913F-HRTimeline
Rehmann Capital Advisory Group6,843$563K0.03%-43513F-HRTimeline
Tranquility Partners, LLC6,837$562K0.19%013F-HRTimeline
Retirement Planning Group, LLC6,826$562K0.01%-1213F-HRTimeline
AE Wealth Management LLC6,804$560K<0.01%-89713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding6,646$553K+3,333Timeline