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Disclosery

SCZ ISHARES TR

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ETF (fund)

698 managers (707 13F filers) reported a position in SCZ shares at 2024-12-31, 97,466,207 shares in all. 45 filers opened a position and 63 filers sold out during the quarter.

Managers
698
13F filers
707
New
45
Added
266
Reduced
229
Sold out
63
Shares held by filers
97,466,207

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
SageView Advisory Group, LLC33,812$2.05M0.09%+25,61913F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…33,712$2.05M0.04%-1813F-HRTimelineGroup
AMERICAN FINANCIAL & TAX STRATEGIES INC33,172$2.02M1.04%013F-HRTimeline
Elmwood Wealth Management, Inc.33,141$2.01M0.81%-48613F-HRTimeline
Probity Advisors, Inc.33,091$2.01M0.39%-1,93313F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV33,065$2.01M0.66%+75513F-HRTimeline
STOCK YARDS BANK & TRUST CO32,985$2M0.07%-16,47013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC32,779$1.99M0.02%+9,63013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.32,731$1.99M0.25%+13713F-HRTimeline
James J. Burns & Company, LLC32,469$1.97M0.34%+3,40713F-HRTimeline
First Citizens Asset Management, Inc.32,061$1.95M0.71%-6,48613F-HR/ATimeline
RWA WEALTH PARTNERS, LLC31,952$1.94M0.02%-75,71413F-HRTimeline
RESTON WEALTH MANAGEMENT LLC31,517$1.91M0.71%+2,90813F-HRTimeline
Canopy Partners, LLC31,418$1.91M0.73%-76513F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC31,213$1.9M<0.01%+6,87613F-HR/ATimelineGroup
Frontier Asset Management, LLC31,010$1.88M0.62%-1,68113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC30,715$1.87M0.07%+1,83413F-HRTimelineGroup
Steward Partners Investment Advisory, L…30,481$1.85M0.02%-25213F-HRTimeline
Breakwater Capital Group30,290$1.84M0.37%+5,08913F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.30,247$1.84M0.01%013F-HRTimelineGroup
Falcon Wealth Planning30,013$1.82M0.2%-6,03113F-HRTimeline
Elyxium Wealth, LLC29,868$1.81M1.11%+17513F-HRTimeline
Aptus Capital Advisors, LLC29,769$1.81M0.02%+12,13313F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.29,652$1.8M0.77%-1,49513F-HRTimeline
Squire Investment Management Company, L…29,262$1.78M0.78%+6,82813F-HRTimeline
AIRE ADVISORS, LLC28,956$1.76M0.36%+19813F-HRTimeline
Beacon Pointe Advisors, LLC28,669$1.74M0.02%-3,81013F-HRTimeline
Foundation Wealth Management, LLC28,590$1.74M1.35%-1,08213F-HRTimeline
CENTRAL BANK & TRUST CO28,412$1.73M0.26%-1,53713F-HRTimeline
Endowment Wealth Management, Inc.28,403$1.73M1.16%-6,58113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC28,128$1.71M0.02%-2813F-HRTimelineGroup
NICOLET BANKSHARES INCgroup of 2 filers holding28,333$1.69M+1,335Timeline
Private Advisor Group, LLC27,299$1.66M0.01%-3,17113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC27,163$1.65M0.04%+2,80413F-HRTimelineGroup
DAVENPORT & Co LLC27,161$1.65M0.01%-1,12413F-HRTimeline
Strive Asset Management, LLC26,405$1.6M1.2%13F-HRTimeline
Sowell Financial Services LLC26,253$1.59M0.08%+6,85913F-HRTimeline
May Hill Capital, LLC25,952$1.58M0.61%13F-HRTimeline
FINANCIAL COUNSELORS INC25,843$1.57M0.02%+55213F-HRTimeline
Cresset Asset Management, LLC25,827$1.57M0.01%-7,62113F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC25,405$1.54M0.23%-18,39013F-HRTimeline
Family Firm, Inc.24,834$1.51M0.34%+54013F-HRTimeline
Wescott Financial Advisory Group, LLC24,706$1.5M0.16%+1,88513F-HRTimeline
Strategic Family Wealth Counselors, L.L…24,683$1.5M0.49%new13F-HRTimeline
Vestcor Inc24,584$1.49M0.05%-64,08713F-HRTimeline
McAdam, LLC24,515$1.49M0.08%-1,28213F-HRTimeline
DOHJ, LLC24,268$1.47M0.34%-2,64513F-HRTimeline
BLAIR WILLIAM & CO/IL24,228$1.47M<0.01%+30013F-HRTimeline
Empirical Financial Services, LLC d.b.a…24,129$1.47M0.04%+2,57413F-HRTimeline
Laird Norton Wetherby Wealth Management…24,078$1.46M0.07%-1,59813F-HRTimeline
Advisory Services Network, LLC23,318$1.42M0.03%-1,68213F-HRTimeline
Haven Private, LLC23,190$1.41M0.79%13F-HRTimeline
FDx Advisors, Inc.22,887$1.39M0.41%-24513F-HRTimeline
Sincerus Advisory, LLC22,759$1.38M1.48%13F-HRTimeline
SIMON QUICK ADVISORS, LLC22,735$1.38M0.08%-3,47513F-HRTimeline
Perigon Wealth Management, LLC22,374$1.36M0.03%+47513F-HRTimeline
RPg Family Wealth Advisory, LLC22,256$1.35M0.48%+3513F-HRTimeline
Evanson Asset Management, LLC22,113$1.34M0.09%-53713F-HRTimeline
M Holdings Securities, Inc.22,092$1.34M0.22%new13F-HR/ATimeline
Cerity Partners LLCin group Cerity Partners LLC21,449$1.3M<0.01%+1,31613F-HRTimelineGroup
Great Point Wealth Advisors, LLC21,394$1.3M0.28%+2513F-HRTimeline
Sterling Financial Planning, Inc.21,126$1.28M0.47%+7513F-HRTimeline
Trust Co of the South21,035$1.28M0.26%013F-HRTimeline
PICTET BANK & TRUST Ltd21,030$1.28M1.28%+3,23013F-HRTimeline
Lee Financial Co20,766$1.26M0.18%-1,89813F-HRTimeline
Mutual Advisors, LLC20,495$1.24M0.04%-96513F-HRTimeline
Intergy Private Wealth, LLC20,397$1.24M0.46%+313F-HRTimeline
Hudson Portfolio Management LLC20,395$1.24M1.21%-25013F-HRTimeline
CARDIFF PARK ADVISORS, LLC20,191$1.23M0.12%+3213F-HRTimeline
BEAM WEALTH ADVISORS, INC.19,672$1.2M0.38%+2,10613F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC19,646$1.19M0.12%+1,49713F-HRTimeline
Monument Group Wealth Advisors, LLC19,260$1.17M0.83%-2,16513F-HRTimeline
Keel Point, LLC19,114$1.16M0.09%-2,97413F-HRTimeline
Independence Bank of Kentucky18,919$1.15M0.18%+14,68213F-HRTimeline
MB Generational Wealth, LLC18,775$1.14M0.84%-4,81813F-HRTimeline
TAGStone Capital, Inc.18,766$1.14M0.56%+4213F-HRTimeline
Continuum Advisory, LLC18,603$1.13M0.14%+43513F-HRTimeline
Retirement Planning Group, LLC18,573$1.13M0.06%-21,99113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,200$1.11M<0.01%-25,50913F-HRTimelineGroup
Avidian Wealth Enterprises, LLC17,675$1.07M0.05%-3,45113F-HRTimeline
GEM Asset Management, LLC17,671$1.07M0.6%013F-HRTimeline
Parkworth Wealth Management, Inc.17,611$1.07M0.89%13F-HRTimeline
Compound Planning, Inc.17,541$1.07M0.05%+7,42113F-HRTimeline
Tortoise Investment Management, LLC17,518$1.06M0.11%013F-HR/ATimeline
Berkeley, Inc17,516$1.06M0.55%-17,26013F-HR/ATimeline
Forum Financial Management, LPin group Forum Financial Management, LP17,129$1.04M0.02%013F-HR/ATimelineGroup
REBALANCE, LLC17,000$1.03M0.08%-4,94913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…16,964$1.03M<0.01%-96913F-HRTimelineGroup
Physician Wealth Advisors, Inc.16,578$1.01M0.17%-1,40813F-HRTimeline
Clearstead Advisors, LLC16,398$996K0.02%+2113F-HRTimeline
GenTrust, LLC15,849$963K0.04%new13F-HRTimeline
Harbor Group, Inc.15,611$948K0.21%-1813F-HRTimeline
Interchange Capital Partners, LLC15,516$945K0.34%-14013F-HRTimeline
SAX WEALTH ADVISORS, LLC15,530$943K0.07%+20613F-HRTimeline
Patriot Financial Group Insurance Agenc…15,115$918K0.12%+93013F-HRTimeline
BayBridge Capital Group, LLC15,018$912K0.66%+51713F-HRTimeline
RBF Capital, LLC15,000$911K0.05%013F-HRTimeline
Walkner Condon Financial Advisors LLC14,726$895K0.18%+10013F-HRTimeline
Kingsview Wealth Management, LLC14,712$894K0.02%+5,69413F-HRTimeline
Dorsey & Whitney Trust CO LLC14,608$887K0.05%+8013F-HRTimeline
Aletheian Wealth Advisors LLC14,464$879K0.52%-25913F-HRTimeline
GFS Advisors, LLC14,352$872K0.13%-4013F-HRTimeline
Allegheny Financial Group14,306$869K0.22%+2,78613F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO14,192$862K0.02%-66613F-HRTimeline
Tilson Financial Group, Inc.14,118$858K0.35%-55713F-HRTimeline
Glenview Trust Co13,948$847K0.02%-18913F-HRTimeline
UNIONVIEW, LLC13,709$833K0.61%+20213F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.13,647$829K0.17%-7713F-HRTimeline
Westmount Partners, LLC13,565$824K0.25%+51013F-HRTimeline
Mason Investment Advisory Services, Inc.13,549$823K0.05%+27013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC13,476$819K0.08%-2913F-HRTimeline
Truepoint, Inc.13,402$814K0.02%+28613F-HRTimeline
Argent Trust Co13,396$814K0.03%+10613F-HRTimeline
McLean Asset Management Corp13,374$812K0.24%-10,67613F-HRTimeline
FIRST AMERICAN TRUST, FSB13,297$808K0.08%+2,61213F-HRTimeline
Magnus Financial Group LLC13,089$795K0.08%-1,18613F-HRTimeline
BOKF, NAin group BOKF, NA13,375$794K0.01%+83213F-HRTimelineGroup
First Western Trust Bank13,041$792K0.04%013F-HRTimeline
Cahill Wealth Management, LLC13,020$791K0.4%+19213F-HRTimeline
Independent Advisor Alliance12,939$786K0.01%new13F-HRTimeline
Geneos Wealth Management Inc.12,930$785K0.03%-19513F-HRTimeline
Mesirow Financial Investment Management…12,817$779K0.02%+2,17913F-HRTimeline
Clayton Financial Group LLC12,767$776K0.28%-31313F-HRTimeline
Strategic Blueprint, LLC12,710$772K0.05%-1,77013F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC12,408$754K0.17%-6513F-HRTimeline
Windward Private Wealth Management Inc.12,363$751K0.29%-77013F-HRTimeline
LongView Wealth Management12,293$747K0.23%-66013F-HRTimeline
Busey Bank12,279$746K0.02%013F-HRTimeline
Curi Capital, LLC12,268$745K0.02%013F-HRTimeline
Merit Financial Group, LLC11,937$725K0.01%+20313F-HRTimeline
WHITTIER TRUST CO11,733$713K0.01%+10,68513F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC11,456$696K0.01%+6,14713F-HRTimeline
Invesco Ltd.in group Invesco Ltd.11,277$685K<0.01%+15613F-HRTimelineGroup
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.11,229$682K0.15%-92313F-HRTimeline
Atria Wealth Solutions, Inc.11,175$679K0.01%-7113F-HRTimeline
BluePointe Capital Management, LLC11,075$673K0.39%013F-HRTimeline
Financial Harvest, LLC10,883$661K0.56%13F-HRTimeline
Summit Financial, LLC10,787$655K0.02%-38413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,752$653K<0.01%new13F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC10,484$637K<0.01%+1,65413F-HRTimelineGroup
Williams & Novak Wealth Management, LLC10,455$635K0.61%-2,19813F-HRTimeline
PBMares Wealth Management LLC10,286$625K0.13%-24613F-HRTimeline
Asset Dedication, LLC10,261$623K0.05%-4413F-HRTimeline
Donor Advised Charitable Giving, Inc.10,215$621K0.01%+23113F-HRTimeline
OneDigital Investment Advisors LLC10,175$618K0.01%+1,01713F-HRTimeline
MATHER GROUP, LLC.9,953$605K0.01%-23913F-HRTimeline
Alpha Omega Wealth Management LLC9,922$603K0.11%+19813F-HRTimeline
REDW Wealth LLC9,896$601K0.21%new13F-HRTimeline
Martin Worley Group9,877$600K0.37%13F-HRTimeline
Rehmann Capital Advisory Group9,782$594K0.04%-35,29413F-HRTimeline
St. Louis Trust Co9,680$588K0.08%013F-HRTimeline
Galvin, Gaustad & Stein, LLC9,627$585K0.05%+6,55513F-HRTimeline
Betterment LLC9,584$582K<0.01%+5,18213F-HRTimeline
Accretive Wealth Partners, LLC9,492$577K0.24%+64713F-HRTimeline
William Howard & Co Financial Advisors …9,454$574K0.52%-1,49113F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC9,403$571K0.4%+313F-HRTimeline
Pinnacle Wealth Planning Services, Inc.9,351$568K0.09%-32313F-HR/ATimeline
First Horizon Advisors, Inc.9,317$566K0.02%+81613F-HRTimeline
NorthCoast Asset Management LLC9,299$565K<0.01%+1,87313F-HR/ATimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/9,261$563K<0.01%-47713F-HRTimelineGroup
Single Point Partners, LLC9,197$559K0.13%new13F-HRTimeline
LAM GROUP, INC.9,155$556K0.4%013F-HRTimeline
Financial Synergies Wealth Advisors, In…9,020$548K0.07%+10413F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …8,929$542K0.18%-29113F-HRTimeline
J.W. COLE ADVISORS, INC.8,828$536K0.02%-1,12913F-HRTimeline
Integrated Capital Management, LLC8,767$533K0.28%-35,42713F-HRTimeline
Douglass Winthrop Advisors, LLC8,680$527K0.01%013F-HRTimeline
CIBC WORLD MARKET INC.8,661$526K<0.01%-2513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.8,653$522K<0.01%+90213F-HRTimelineGroup
BECKER CAPITAL MANAGEMENT INC8,366$508K0.02%-2,20213F-HRTimeline
Braun-Bostich & Associates Inc.8,336$506K0.36%+1,13813F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…8,294$504K<0.01%+4,14413F-HRTimelineGroup
Athena Investment Management8,245$501K0.29%+1,60013F-HRTimeline
Index Fund Advisors, Inc.8,234$500K0.03%+413F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC8,144$495K<0.01%+11313F-HRTimeline
Richard P Slaughter Associates Inc8,080$491K0.11%013F-HRTimeline
Integrity Wealth Solutions LLC8,026$488K0.27%+6313F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC7,759$481K0.05%+4,44313F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP7,876$478K0.01%013F-HRTimeline
Sequoia Financial Advisors, LLC7,839$476K<0.01%-1,01813F-HR/ATimeline
SYNOVUS FINANCIAL CORP7,835$476K0.01%+2213F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC7,818$475K0.06%+71713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.7,634$464K0.01%-92113F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding23,498$460K-182Timeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,524$457K<0.01%+1,48213F-HRTimelineGroup
ARK & TLK INVESTMENTS, LLC7,507$456K0.16%013F-HRTimeline
JMG Financial Group, Ltd.7,501$456K0.02%013F-HRTimeline
Parallel Advisors, LLC7,481$455K0.01%+113F-HRTimeline
Tranquility Partners, LLC7,474$454K0.17%013F-HRTimeline
Morton Capital Management LLC/CA7,461$453K0.09%+14813F-HRTimeline
Objective Capital Management, LLC7,422$451K0.3%+1113F-HRTimeline
West Coast Financial LLC7,390$449K0.05%-20013F-HRTimeline
Adero Partners, LLC7,346$446K0.03%013F-HRTimeline
Watts Gwilliam & Co., LLC7,272$442K0.09%-54913F-HRTimeline
Moisand Fitzgerald Tamayo, LLC7,235$440K0.06%+1213F-HRTimeline
Quantinno Capital Management LP7,200$437K<0.01%new13F-HRTimeline
EP Wealth Advisors, LLC7,191$437K<0.01%-36013F-HRTimeline
Note Advisors, LLC7,188$437K0.39%13F-HRTimeline
Prospera Financial Services Inc7,176$436K0.01%-5913F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC7,176$436K0.29%13F-HRTimeline