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Disclosery

SCZ ISHARES TR

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ETF (fund)

682 managers (691 13F filers) reported a position in SCZ shares at 2025-03-31, 103,551,688 shares in all. 47 filers opened a position and 54 filers sold out during the quarter.

Managers
682
13F filers
691
New
47
Added
190
Reduced
286
Sold out
54
Shares held by filers
103,551,688

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
KELLY FINANCIAL GROUP LLC31,328$1.99M0.62%-5,38213F-HRTimeline
Geneos Wealth Management Inc.31,318$1.99M0.03%+18,38813F-HRTimeline
Steward Partners Investment Advisory, L…30,623$1.95M0.02%+14213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…30,191$1.92M0.04%-3,52113F-HRTimelineGroup
Advisory Services Network, LLC29,956$1.9M0.04%+6,63813F-HRTimeline
RESTON WEALTH MANAGEMENT LLC29,684$1.89M0.76%-1,83313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC29,388$1.87M0.03%+1,26013F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.29,084$1.85M0.01%-1,16313F-HRTimelineGroup
DAVENPORT & Co LLC28,619$1.82M0.01%+1,45813F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC28,617$1.82M0.74%-49,75013F-HRTimeline
Elyxium Wealth, LLC28,239$1.79M0.79%-1,62913F-HRTimeline
Sowell Financial Services LLC28,183$1.79M0.08%+1,93013F-HRTimeline
Efficient Advisors, LLC28,138$1.79M0.12%-8,32413F-HR/ATimeline
Endowment Wealth Management, Inc.28,070$1.78M1.15%-33313F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.27,726$1.76M0.74%-1,92613F-HRTimeline
Frontier Asset Management, LLC27,712$1.76M0.51%-3,29813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC28,222$1.71M0.04%+1,05913F-HRTimelineGroup
Private Advisor Group, LLC26,974$1.71M0.01%-32513F-HRTimeline
AIRE ADVISORS, LLC26,500$1.68M0.35%-2,45613F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding27,420$1.67M-913Timeline
Empirical Financial Services, LLC d.b.a…26,229$1.67M0.04%+2,10013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC26,141$1.66M0.06%-4,57413F-HRTimelineGroup
Cresset Asset Management, LLC25,835$1.64M0.01%+813F-HRTimeline
STOCK YARDS BANK & TRUST CO25,521$1.62M0.06%-7,46413F-HRTimeline
Regal Investment Advisors LLC25,063$1.59M0.13%-23,48313F-HRTimeline
Wescott Financial Advisory Group, LLC24,959$1.59M0.16%+25313F-HRTimeline
Family Firm, Inc.24,834$1.58M0.35%013F-HRTimeline
Strategic Family Wealth Counselors, L.L…24,625$1.56M0.51%-5813F-HRTimeline
BLAIR WILLIAM & CO/IL24,598$1.56M<0.01%+37013F-HRTimeline
FINANCIAL COUNSELORS INC24,476$1.55M0.02%-1,36713F-HRTimeline
Perigon Wealth Management, LLC23,799$1.51M0.04%+1,42513F-HRTimeline
DOHJ, LLC23,740$1.51M0.34%-52813F-HRTimeline
May Hill Capital, LLC23,157$1.47M0.55%-2,79513F-HRTimeline
Falcon Wealth Planning23,107$1.47M0.16%-6,90613F-HRTimeline
Sincerus Advisory, LLC23,105$1.47M1.55%+34613F-HRTimeline
RPg Family Wealth Advisory, LLC22,576$1.43M0.41%+32013F-HRTimeline
FIRST AMERICAN TRUST, FSB22,549$1.43M0.13%+9,25213F-HRTimeline
Strive Asset Management, LLC22,488$1.43M0.99%-3,91713F-HR/ATimeline
TWO SIGMA SECURITIES, LLC22,212$1.41M0.22%new13F-HRTimeline
Evanson Asset Management, LLC22,113$1.4M0.1%013F-HRTimeline
FDx Advisors, Inc.22,055$1.4M0.46%-83213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC21,683$1.38M<0.01%+23413F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC21,615$1.37M0.08%-1,12013F-HRTimeline
Beacon Pointe Advisors, LLC21,611$1.37M0.02%-7,05813F-HRTimeline
BEAM WEALTH ADVISORS, INC.21,142$1.34M0.45%+1,47013F-HRTimeline
MB Generational Wealth, LLC21,126$1.34M1%+2,35113F-HRTimeline
Trust Co of the South21,035$1.34M0.28%013F-HRTimeline
PICTET BANK & TRUST Ltd21,030$1.34M1.63%013F-HRTimeline
Sterling Financial Planning, Inc.20,772$1.32M0.48%-35413F-HRTimeline
Lee Financial Co20,720$1.32M0.2%-4613F-HRTimeline
SCS Capital Management LLC20,478$1.3M0.02%new13F-HR/ATimeline
Intergy Private Wealth, LLC20,397$1.3M0.49%013F-HRTimeline
M Holdings Securities, Inc.20,295$1.29M0.21%-1,79713F-HRTimeline
Hudson Portfolio Management LLC20,020$1.27M1.22%-37513F-HRTimeline
Great Point Wealth Advisors, LLC19,998$1.27M0.27%-1,39613F-HRTimeline
Continuum Advisory, LLC19,675$1.25M0.16%+1,07213F-HRTimeline
Stonehearth Capital Management, LLC19,587$1.24M0.51%new13F-HRTimeline
Berkeley, Inc19,523$1.24M0.58%+2,00713F-HRTimeline
SageView Advisory Group, LLC19,474$1.24M0.05%-14,33813F-HRTimeline
CARDIFF PARK ADVISORS, LLC19,457$1.24M0.12%-73413F-HRTimeline
Monument Group Wealth Advisors, LLC19,237$1.22M0.85%-2313F-HRTimeline
Guidance Point Advisors, LLC18,601$1.18M0.34%-18,25613F-HRTimeline
GEM Asset Management, LLC17,671$1.12M0.63%013F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC17,605$1.12M0.11%-2,04113F-HRTimeline
Parkworth Wealth Management, Inc.17,596$1.12M0.89%-1513F-HRTimeline
Tortoise Investment Management, LLC17,152$1.09M0.11%-36613F-HR/ATimeline
SAX WEALTH ADVISORS, LLC17,039$1.08M0.08%+1,50913F-HRTimeline
REBALANCE, LLC17,000$1.08M0.08%013F-HRTimeline
TAGStone Capital, Inc.16,743$1.06M0.52%-2,02313F-HRTimeline
Avidian Wealth Enterprises, LLC16,332$1.04M0.05%-1,34313F-HRTimeline
Clearstead Advisors, LLC16,123$1.02M0.02%-27513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,098$1.02M<0.01%+5,34613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…15,985$1.02M<0.01%-97913F-HRTimelineGroup
McLean Asset Management Corp17,618$1.01M0.34%+4,24413F-HRTimeline
Physician Wealth Advisors, Inc.15,963$1.01M0.17%-61513F-HRTimeline
Squire Investment Management Company, L…15,896$1.01M0.42%-13,36613F-HRTimeline
GenTrust, LLC15,849$1.01M0.05%013F-HRTimeline
Interchange Capital Partners, LLC15,604$991K0.28%+8813F-HRTimeline
BayBridge Capital Group, LLC15,151$963K0.69%+13313F-HRTimeline
RBF Capital, LLC15,000$953K0.06%013F-HRTimeline
Harbor Group, Inc.14,975$951K0.19%-63613F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC14,775$939K0.15%-10,63013F-HRTimeline
Kingsview Wealth Management, LLC14,747$937K0.02%+3513F-HRTimeline
Walkner Condon Financial Advisors LLC14,721$935K0.19%-513F-HRTimeline
Dorsey & Whitney Trust CO LLC14,528$923K0.05%-8013F-HRTimeline
Argent Trust Co14,512$922K0.04%+1,11613F-HRTimeline
Aletheian Wealth Advisors LLC14,404$915K0.51%-6013F-HRTimeline
GFS Advisors, LLC14,352$912K0.18%013F-HRTimeline
GTS SECURITIES LLC14,295$908K0.04%+9,86013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO14,084$895K0.02%-10813F-HRTimeline
Keel Point, LLC13,754$874K0.07%-5,36013F-HRTimeline
ABC ARBITRAGE SAin group ABC ARBITRAGE SA13,735$873K0.16%new13F-HRTimelineGroup
EP Wealth Advisors, LLC13,636$866K0.01%+6,44513F-HRTimeline
Curi Capital, LLC13,601$864K0.02%+1,33313F-HRTimeline
Independence Bank of Kentucky13,594$864K0.14%-5,32513F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.13,584$863K0.17%-6313F-HRTimeline
Mason Investment Advisory Services, Inc.13,549$861K0.05%013F-HRTimeline
Tilson Financial Group, Inc.13,520$859K0.34%-59813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC13,476$856K0.08%013F-HRTimeline
Magnus Financial Group LLC13,455$855K0.08%+36613F-HRTimeline
Truepoint, Inc.13,402$851K0.02%013F-HRTimeline
BOKF, NAin group BOKF, NA13,323$846K0.01%-5213F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…13,289$844K0.11%-1,82613F-HRTimeline
Glenview Trust Co13,272$843K0.02%-67613F-HR/ATimeline
Clayton Financial Group LLC13,227$840K0.31%+46013F-HRTimeline
Westmount Partners, LLC13,183$838K0.26%-38213F-HRTimeline
Allegheny Financial Group13,010$827K0.21%-1,29613F-HRTimeline
Cahill Wealth Management, LLC12,979$825K0.42%-4113F-HRTimeline
Compound Planning, Inc.12,923$821K0.04%-4,61813F-HRTimeline
LongView Wealth Management12,826$815K0.24%+53313F-HRTimeline
First Western Trust Bank12,538$797K0.04%-50313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC12,446$791K<0.01%+1,96213F-HRTimelineGroup
Mutual Advisors, LLC11,935$787K0.02%-8,56013F-HRTimeline
Busey Bank12,279$780K0.03%013F-HRTimeline
Windward Private Wealth Management Inc.12,164$773K0.3%-19913F-HRTimeline
Wedmont Private Capital12,274$765K0.04%+5,12113F-HRTimeline
J.W. COLE ADVISORS, INC.12,011$763K0.02%+3,18313F-HRTimeline
CENTRAL BANK & TRUST CO11,993$762K0.13%-16,41913F-HRTimeline
BLKBRD Asset Management, LP11,957$760K0.92%new13F-HRTimeline
Merit Financial Group, LLC11,940$759K0.01%+313F-HRTimeline
Mesirow Financial Investment Management…11,922$757K0.01%-89513F-HRTimeline
WHITTIER TRUST CO11,743$746K0.01%+1013F-HRTimeline
BluePointe Capital Management, LLC11,637$739K0.28%+56213F-HRTimeline
McAdam, LLC11,574$735K0.05%-12,94113F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC11,468$729K0.01%+1213F-HRTimeline
Farther Finance Advisors, LLC11,417$726K0.02%+5,26713F-HRTimeline
Parallel Advisors, LLC11,352$722K0.02%+3,87113F-HRTimeline
Invesco Ltd.in group Invesco Ltd.11,256$715K<0.01%-2113F-HRTimelineGroup
Atria Wealth Solutions, Inc.11,167$709K0.01%-813F-HRTimeline
Accretive Wealth Partners, LLC10,420$707K0.25%+92813F-HRTimeline
Summit Financial, LLC11,113$706K0.02%+32613F-HRTimeline
REDW Wealth LLC11,086$704K0.26%+1,19013F-HRTimeline
Strategic Blueprint, LLC11,051$702K0.04%-1,65913F-HRTimeline
BIRCH FINANCIAL GROUP, LLC10,927$694K0.62%+7,24613F-HRTimeline
Retirement Planning Group, LLC10,849$689K0.03%-7,72413F-HRTimeline
Braun-Bostich & Associates Inc.10,729$682K0.5%+2,39313F-HRTimeline
Williams & Novak Wealth Management, LLC10,641$676K0.66%+18613F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\10,536$669K<0.01%new13F-HRTimelineGroup
PBMares Wealth Management LLC10,516$668K0.13%+23013F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC10,367$659K0.15%-2,04113F-HRTimeline
GWN SECURITIES INC.10,130$655K0.04%new13F-HRTimeline
IFP Advisors, Inc10,289$654K0.02%+5,77613F-HRTimeline
Asset Dedication, LLC10,279$653K0.05%+1813F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.10,247$651K0.13%-98213F-HRTimeline
Donor Advised Charitable Giving, Inc.10,195$648K0.02%-2013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP10,003$635K0.01%-7,12613F-HRTimelineGroup
MATHER GROUP, LLC.9,926$631K0.01%-2713F-HRTimeline
Alpha Omega Wealth Management LLC9,922$630K0.12%013F-HRTimeline
Martin Worley Group9,877$627K0.36%013F-HRTimeline
Betterment LLC9,775$621K<0.01%+19113F-HRTimeline
Rehmann Capital Advisory Group9,693$616K0.04%-8913F-HRTimeline
St. Louis Trust Co9,680$615K0.09%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC9,660$614K<0.01%+2,13613F-HRTimelineGroup
HRT FINANCIAL LP9,631$611K<0.01%new13F-HRTimeline
First Horizon Advisors, Inc.9,586$609K0.02%+26913F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC9,503$604K0.43%+10013F-HRTimeline
William Howard & Co Financial Advisors …9,454$601K0.56%013F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC9,357$594K0.07%+1,53913F-HRTimeline
LAM GROUP, INC.9,155$582K0.43%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC9,073$576K0.02%new13F-HRTimelineGroup
Vestcor Inc9,050$575K0.02%-15,53413F-HRTimeline
Financial Synergies Wealth Advisors, In…9,020$573K0.07%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/8,950$568K<0.01%-31113F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.8,851$562K0.08%-50013F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC8,829$561K<0.01%-93,21613F-HRTimelineGroup
FIDELIS CAPITAL PARTNERS, LLC8,354$551K0.06%+59513F-HRTimeline
Johnson Financial Group, LLC8,535$542K0.06%new13F-HRTimeline
CIBC WORLD MARKET INC.8,478$539K<0.01%-18313F-HRTimeline
Index Fund Advisors, Inc.8,392$533K0.03%+15813F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC8,349$530K0.01%+20513F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…8,115$516K<0.01%-17913F-HRTimelineGroup
Brucke Financial, Inc.7,629$507K0.44%+66313F-HRTimeline
Douglass Winthrop Advisors, LLC7,950$505K0.01%-73013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC7,937$504K0.02%-42913F-HRTimeline
Athena Investment Management7,915$503K0.3%-33013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP7,876$500K0.01%013F-HRTimeline
Integrity Wealth Solutions LLC7,771$494K0.27%-25513F-HRTimeline
Quantinno Capital Management LP7,771$494K<0.01%+57113F-HRTimeline
SYNOVUS FINANCIAL CORP7,738$492K0.01%-9713F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…23,523$481K0.02%+2513F-HRTimelineGroup
ARK & TLK INVESTMENTS, LLC7,569$481K0.17%+6213F-HRTimeline
JMG Financial Group, Ltd.7,501$477K0.02%013F-HRTimeline
Simplicity Wealth,LLC7,500$476K0.04%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…7,484$475K0.01%+64313F-HRTimelineGroup
Morton Capital Management LLC/CA7,407$471K0.09%-5413F-HRTimeline
Richard P Slaughter Associates Inc7,349$467K0.11%-73113F-HRTimeline
Adero Partners, LLC7,346$467K0.03%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC7,235$460K0.06%013F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC7,232$459K<0.01%-62,94713F-HRTimeline
Tranquility Partners, LLC7,218$459K0.18%-25613F-HRTimeline
Independent Advisor Alliance7,204$458K0.02%-5,73513F-HRTimeline
Factor Wealth Management LTD7,093$451K0.14%+36213F-HRTimeline
Sequoia Financial Advisors, LLC6,970$443K<0.01%-86913F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…6,918$440K<0.01%013F-HRTimelineGroup
West Coast Financial LLC6,790$431K0.05%-60013F-HRTimeline
FIDUCIARY ADVISORS, INC.6,783$431K0.43%013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp6,770$430K0.03%-30,31213F-HRTimelineGroup
WHALEROCK POINT PARTNERS, LLC6,700$426K0.1%013F-HRTimeline
Watts Gwilliam & Co., LLC6,691$425K0.09%-58113F-HRTimeline
Prospera Financial Services Inc6,659$423K0.01%-51713F-HRTimeline