Skip to content
Disclosery

SCZ ISHARES TR

Follow

ETF (fund)

711 managers (720 13F filers) reported a position in SCZ shares at 2025-06-30, 102,428,189 shares in all. 65 filers opened a position and 36 filers sold out during the quarter.

Managers
711
13F filers
720
New
65
Added
244
Reduced
270
Sold out
36
Shares held by filers
102,428,189

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Crewe Advisors LLC33,160$2.41M0.34%-53813F-HRTimeline
Global Retirement Partners, LLC33,049$2.4M0.06%13F-HRTimeline
IHT Wealth Management, LLC32,775$2.38M0.07%-1,71813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC32,716$2.38M0.04%+4,49413F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.32,714$2.38M0.29%+1,14913F-HRTimeline
Pointe Capital Management LLC32,497$2.36M1.23%+64713F-HRTimeline
Qube Research & Technologies Ltd31,948$2.32M<0.01%+31,63413F-HRTimeline
VANCE WEALTH, LLC31,878$2.32M0.78%-2,29213F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC31,626$2.3M1.19%-59013F-HRTimeline
Canopy Partners, LLC31,418$2.28M0.84%013F-HRTimeline
Elmwood Wealth Management, Inc.30,979$2.25M0.89%-71213F-HRTimeline
RESTON WEALTH MANAGEMENT LLC30,772$2.24M0.78%+1,08813F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…30,180$2.19M0.04%-1113F-HRTimelineGroup
Steward Partners Investment Advisory, L…30,072$2.19M0.02%-55113F-HRTimeline
Advisory Services Network, LLC30,100$2.18M0.04%+14413F-HRTimeline
Sowell Financial Services LLC29,688$2.16M0.09%+1,50513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC29,412$2.14M0.03%+2413F-HRTimelineGroup
Peloton Wealth Strategists28,498$2.07M0.83%-3,29113F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding28,286$2.06M+866Timeline
DAVENPORT & Co LLC28,144$2.05M0.01%-47513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC28,041$2.04M<0.01%+6,35813F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.27,921$2.03M0.01%-1,16313F-HRTimelineGroup
Vestcor Inc27,448$2M0.06%+18,39813F-HRTimeline
Endowment Wealth Management, Inc.27,429$1.99M1.03%-64113F-HRTimeline
Future Fund LLC27,273$1.98M0.88%new13F-HRTimeline
UMB Bank, n.a.27,214$1.98M0.03%-5,39313F-HR/ATimeline
Foundation Wealth Management, LLC26,991$1.96M1.37%-5,00613F-HRTimeline
AIRE ADVISORS, LLC26,612$1.93M0.37%+11213F-HRTimeline
Sincerus Advisory, LLC25,520$1.9M1.79%+2,41513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC25,410$1.85M0.06%-73113F-HRTimelineGroup
Wescott Financial Advisory Group, LLC25,139$1.83M0.17%+18013F-HRTimeline
BLAIR WILLIAM & CO/IL25,012$1.82M0.01%+41413F-HRTimeline
First Citizens Asset Management, Inc.24,520$1.78M0.63%-7,19113F-HR/ATimeline
Strategic Family Wealth Counselors, L.L…24,388$1.77M0.51%-23713F-HRTimeline
Perigon Wealth Management, LLC24,199$1.76M0.04%+40013F-HRTimeline
Efficient Advisors, LLC24,174$1.76M0.1%-3,96413F-HRTimeline
Regal Investment Advisors LLC24,119$1.75M0.13%-94413F-HRTimeline
STOCK YARDS BANK & TRUST CO23,946$1.74M0.06%-1,57513F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.23,940$1.74M0.69%-3,78613F-HRTimeline
Family Firm, Inc.23,841$1.73M0.42%-99313F-HRTimeline
Frontier Asset Management, LLC23,639$1.72M0.47%-4,07313F-HRTimeline
FIRST AMERICAN TRUST, FSB23,065$1.68M0.13%+51613F-HRTimeline
Falcon Wealth Planning22,909$1.67M0.17%-19813F-HRTimeline
Laird Norton Wetherby Wealth Management…22,397$1.63M0.07%13F-HRTimeline
Evanson Asset Management, LLC22,113$1.61M0.1%013F-HRTimeline
SageView Advisory Group, LLC21,900$1.61M0.06%+2,42613F-HRTimeline
RPg Family Wealth Advisory, LLC21,861$1.59M0.42%-71513F-HRTimeline
Empirical Financial Services, LLC d.b.a…21,350$1.55M0.04%-4,87913F-HRTimeline
Trust Co of the South21,035$1.53M0.27%013F-HRTimeline
SIMON QUICK ADVISORS, LLC20,980$1.52M0.08%-63513F-HR/ATimeline
Beacon Pointe Advisors, LLC20,918$1.52M0.02%-69313F-HRTimeline
Lee Financial Co20,780$1.51M0.22%+6013F-HRTimeline
FDx Advisors, Inc.20,664$1.5M0.46%-1,39113F-HRTimeline
DOHJ, LLC22,777$1.48M0.43%-96313F-HRTimeline
Keel Point, LLC20,410$1.48M0.1%+6,65613F-HRTimeline
Elyxium Wealth, LLC20,295$1.48M0.55%-7,94413F-HRTimeline
Intergy Private Wealth, LLC20,077$1.46M0.5%-32013F-HRTimeline
McLean Asset Management Corp19,942$1.45M0.38%+2,32413F-HRTimeline
SCS Capital Management LLC19,949$1.45M0.02%-52913F-HRTimeline
Stonehearth Capital Management, LLC19,929$1.45M0.6%+34213F-HRTimeline
Continuum Advisory, LLC19,831$1.44M0.17%+15613F-HRTimeline
Midwest Trust Co19,556$1.42M0.02%13F-HRTimeline
CARDIFF PARK ADVISORS, LLC19,507$1.42M0.12%+5013F-HRTimeline
Sterling Financial Planning, Inc.19,422$1.41M0.47%-1,35013F-HRTimeline
Hudson Portfolio Management LLC19,320$1.4M1.31%-70013F-HRTimeline
PICTET BANK & TRUST Ltd19,145$1.39M1.63%-1,88513F-HRTimeline
Berkeley, Inc19,023$1.38M0.5%-50013F-HRTimeline
Guidance Point Advisors, LLC18,996$1.38M0.35%+39513F-HRTimeline
Cresset Asset Management, LLC18,271$1.33M0.01%-7,56413F-HR/ATimeline
Monument Group Wealth Advisors, LLC18,226$1.32M0.83%-1,01113F-HRTimeline
Parkworth Wealth Management, Inc.17,861$1.3M0.94%+26513F-HRTimeline
Farther Finance Advisors, LLC17,603$1.28M0.03%+6,18613F-HRTimeline
GEM Asset Management, LLC17,671$1.27M0.65%013F-HRTimeline
TAGStone Capital, Inc.16,974$1.27M0.52%+23113F-HRTimeline
REBALANCE, LLC17,258$1.25M0.09%+25813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…17,151$1.25M<0.01%+1,16613F-HR/ATimelineGroup
KELLY FINANCIAL GROUP LLC17,137$1.25M0.36%-14,19113F-HRTimeline
May Hill Capital, LLC17,034$1.24M0.41%-6,12313F-HRTimeline
Merit Financial Group, LLC16,940$1.23M0.01%+5,00013F-HRTimeline
Tortoise Investment Management, LLC16,602$1.21M0.12%-55013F-HRTimeline
Clearstead Advisors, LLC16,552$1.2M0.02%+42913F-HRTimeline
Avidian Wealth Enterprises, LLC16,353$1.19M0.05%+2113F-HRTimeline
EP Wealth Advisors, LLC16,246$1.18M0.01%+2,61013F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC16,241$1.18M<0.01%+7,41213F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC16,073$1.17M0.07%-96613F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC16,058$1.17M0.12%-1,54713F-HRTimeline
Financial Engines Advisors L.L.C.15,948$1.16M<0.01%new13F-HRTimeline
Squire Investment Management Company, L…15,896$1.16M0.43%013F-HRTimeline
GenTrust, LLC15,849$1.15M0.05%013F-HRTimeline
Geneos Wealth Management Inc.15,795$1.15M0.03%-15,52313F-HRTimeline
Walkner Condon Financial Advisors LLC15,309$1.11M0.2%+58813F-HRTimeline
BayBridge Capital Group, LLC15,215$1.11M0.71%+6413F-HRTimeline
Harbor Group, Inc.15,035$1.09M0.19%+6013F-HRTimeline
RBF Capital, LLC15,000$1.09M0.05%013F-HRTimeline
Argent Trust Co14,962$1.09M0.04%+45013F-HRTimeline
Physician Wealth Advisors, Inc.14,846$1.08M0.17%-1,11713F-HRTimeline
Kingsview Wealth Management, LLC14,749$1.07M0.02%+213F-HRTimeline
Dorsey & Whitney Trust CO LLC14,528$1.06M0.06%013F-HRTimeline
Aletheian Wealth Advisors LLC14,401$1.05M0.51%-313F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO13,949$1.01M0.02%-13513F-HRTimeline
Simplicity Wealth,LLC13,930$1.01M0.04%+6,43013F-HRTimeline
Magnus Financial Group LLC13,807$1M0.09%+35213F-HRTimeline
Mason Investment Advisory Services, Inc.13,753$1000K0.05%+20413F-HRTimeline
Interchange Capital Partners, LLC13,669$993K0.23%-1,93513F-HR/ATimeline
Tilson Financial Group, Inc.13,543$984K0.37%+2313F-HRTimeline
Allegheny Financial Group13,537$984K0.22%+52713F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.13,524$983K0.17%-6013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC13,476$979K0.09%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\13,433$976K<0.01%+2,89713F-HRTimelineGroup
Truepoint, Inc.13,402$974K0.02%013F-HRTimeline
GFS Advisors, LLC13,272$965K0.13%-1,08013F-HRTimeline
Glenview Trust Co13,272$965K0.02%013F-HRTimeline
Busey Bank13,261$964K0.03%+98213F-HRTimeline
Westmount Partners, LLC13,163$957K0.26%-2013F-HRTimeline
BOKF, NAin group BOKF, NA13,140$955K0.02%-18313F-HRTimelineGroup
First Western Trust Bank12,538$911K0.04%013F-HRTimeline
J.W. COLE ADVISORS, INC.12,487$908K0.02%+47613F-HRTimeline
Compound Planning, Inc.12,421$903K0.03%-50213F-HRTimeline
Wedmont Private Capital12,296$900K0.04%+2213F-HRTimeline
HB Wealth Management, LLC12,331$896K0.01%+7,82713F-HRTimeline
Patriot Financial Group Insurance Agenc…12,282$893K0.1%-1,00713F-HRTimeline
WHITTIER TRUST CO11,751$854K0.01%+813F-HRTimeline
Windward Private Wealth Management Inc.11,637$846K0.3%-52713F-HRTimeline
Mesirow Financial Investment Management…11,570$841K0.02%-35213F-HRTimeline
BIRCH FINANCIAL GROUP, LLC11,333$824K0.66%+40613F-HRTimeline
Atria Wealth Solutions, Inc.11,324$823K0.02%+15713F-HRTimeline
REDW Wealth LLC11,167$812K0.32%+8113F-HRTimeline
Independent Advisor Alliance10,927$794K0.02%+3,72313F-HRTimeline
Parallel Advisors, LLC10,861$789K0.02%-49113F-HRTimeline
McAdam, LLC10,843$788K0.04%-73113F-HRTimeline
Strategic Blueprint, LLC10,614$771K0.04%-43713F-HRTimeline
Accretive Wealth Partners, LLC10,431$758K0.25%+1113F-HRTimeline
Invesco Ltd.in group Invesco Ltd.10,401$756K<0.01%-85513F-HRTimelineGroup
Asset Dedication, LLC10,336$751K0.05%+5713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/10,292$748K<0.01%+1,34213F-HR/ATimelineGroup
Retirement Planning Group, LLC10,238$744K0.03%-61113F-HRTimeline
Betterment LLC10,234$744K<0.01%+45913F-HRTimeline
Summit Financial, LLC10,228$743K0.02%-88513F-HRTimeline
Independence Bank of Kentucky10,198$741K0.11%-3,39613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,126$736K<0.01%+46613F-HRTimelineGroup
Alpha Omega Wealth Management LLC10,073$732K0.13%+15113F-HRTimeline
Quantinno Capital Management LP10,060$731K<0.01%+2,28913F-HRTimeline
Donor Advised Charitable Giving, Inc.10,005$727K0.01%-19013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP10,003$727K0.01%013F-HRTimelineGroup
MATHER GROUP, LLC.9,928$722K0.01%+213F-HRTimeline
Rehmann Capital Advisory Group9,902$720K0.04%+20913F-HRTimeline
Martin Worley Group9,877$718K0.35%013F-HRTimeline
FAMILY WEALTH PARTNERS, LLC9,784$711K0.28%new13F-HRTimeline
St. Louis Trust Co9,680$704K0.09%013F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.9,675$703K0.13%-57213F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…9,670$703K<0.01%+1,55513F-HRTimelineGroup
21 West Wealth Management LLC9,589$697K0.7%13F-HRTimeline
William Howard & Co Financial Advisors …9,487$689K0.6%+3313F-HRTimeline
First Horizon Advisors, Inc.9,414$684K0.02%-17213F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC9,357$680K0.08%013F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC9,245$672K0.43%-25813F-HRTimeline
PBMares Wealth Management LLC9,237$671K0.12%-1,27913F-HRTimeline
Williams & Novak Wealth Management, LLC9,226$671K0.57%-1,41513F-HRTimeline
Empower Advisory Group, LLC9,165$666K<0.01%+2,68313F-HRTimeline
Financial Synergies Wealth Advisors, In…9,157$666K0.07%+13713F-HRTimeline
LAM GROUP, INC.9,155$665K0.44%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC9,068$659K0.01%+71913F-HRTimeline
Financial Harvest, LLC8,944$650K0.49%new13F-HRTimeline
CIBC WORLD MARKET INC.8,790$639K<0.01%+31213F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC8,371$620K0.06%+1713F-HRTimeline
Johnson Financial Group, LLC8,535$620K0.06%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS8,500$618K<0.01%+8,49113F-HRTimelineGroup
FIDUCIARY ADVISORS, INC.8,489$617K0.54%+1,70613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC8,454$614K0.02%-61913F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.8,423$612K0.08%-42813F-HRTimeline
Belpointe Asset Management LLC8,112$590K0.02%+3,91513F-HRTimeline
SYNOVUS FINANCIAL CORP8,025$583K0.01%+28713F-HRTimeline
Mutual Advisors, LLC7,830$583K0.01%-4,10513F-HRTimeline
Integrity Wealth Solutions LLC7,926$576K0.28%+15513F-HRTimeline
Athena Investment Management7,915$575K0.32%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…7,832$569K<0.01%+4,50213F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…7,807$567K0.01%+32313F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP7,800$567K0.01%-7613F-HRTimeline
Morton Capital Management LLC/CA7,666$557K0.1%+25913F-HRTimeline
Gladwyn Financial Advisors, Inc.7,579$551K0.43%13F-HRTimeline
Brucke Financial, Inc.7,577$551K0.38%-5213F-HRTimeline
JMG Financial Group, Ltd.7,501$545K0.02%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…23,473$545K0.02%-5013F-HRTimelineGroup
Index Fund Advisors, Inc.7,373$536K0.03%-1,01913F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC7,320$532K0.07%-7,45513F-HRTimeline
Richard P Slaughter Associates Inc7,269$528K0.11%-8013F-HRTimeline
Factor Wealth Management LTD7,207$524K0.14%+11413F-HRTimeline
ARK & TLK INVESTMENTS, LLC7,195$523K0.17%-37413F-HRTimeline
GTS SECURITIES LLC7,190$523K0.02%-7,10513F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC7,165$521K0.19%-21,45213F-HRTimeline
Tranquility Partners, LLC7,158$520K0.19%-6013F-HRTimeline
Savvy Advisors, Inc.7,083$515K0.03%+86613F-HRTimeline
Moisand Fitzgerald Tamayo, LLC6,978$507K0.06%-25713F-HRTimeline
Sequoia Financial Advisors, LLC6,924$503K<0.01%-4613F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…6,726$489K<0.01%-19213F-HRTimelineGroup
WHALEROCK POINT PARTNERS, LLC6,700$487K0.11%013F-HRTimeline
Courage Miller Partners, LLC6,599$480K0.15%+14513F-HRTimeline
BECKER CAPITAL MANAGEMENT INC6,584$479K0.01%-1,35313F-HRTimeline
Beaird Harris Wealth Management, LLC6,508$473K0.04%-12513F-HRTimeline
Prospera Financial Services Inc6,424$467K0.01%-23513F-HRTimeline