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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 2025-09-30, 101,023,066 shares in all. 37 filers opened a position and 43 filers sold out during the quarter.

Managers
698
13F filers
707
New
37
Added
184
Reduced
287
Sold out
43
Shares held by filers
101,023,066

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Canopy Partners, LLC30,908$2.37M0.79%-51013F-HRTimeline
Coyle Financial Counsel LLC30,785$2.36M0.54%-3,43113F-HRTimeline
Sowell Financial Services LLC30,756$2.36M0.09%+1,06813F-HRTimeline
Advisory Services Network, LLC30,667$2.35M0.03%+56713F-HRTimeline
FIRST CITIZENS INVESTOR SERVICES, INC.30,459$2.34M0.9%13F-HRTimeline
First Citizens Asset Management, Inc.30,459$2.34M0.83%+5,93913F-HR/ATimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…29,747$2.28M0.03%-43313F-HRTimelineGroup
FLOW TRADERS U.S. LLC29,392$2.25M0.09%-318,52713F-HRTimeline
Steward Partners Investment Advisory, L…28,831$2.21M0.01%-1,24113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC28,371$2.18M0.02%-1,04113F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC28,302$2.17M<0.01%+26113F-HRTimelineGroup
Endowment Wealth Management, Inc.28,143$2.16M0.98%+71413F-HRTimeline
DAVENPORT & Co LLC27,983$2.15M0.01%-16113F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.27,921$2.14M0.01%013F-HRTimelineGroup
Sincerus Advisory, LLC27,694$2.12M1.82%+2,17413F-HRTimeline
Future Fund LLC27,273$2.09M0.74%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC27,112$2.08M0.07%-13,57213F-HRTimeline
Peloton Wealth Strategists27,103$2.08M0.82%-1,39513F-HRTimeline
AIRE ADVISORS, LLC26,612$2.04M0.37%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC25,832$1.98M0.06%+42213F-HRTimelineGroup
STOCK YARDS BANK & TRUST CO25,738$1.97M0.06%+1,79213F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding25,669$1.97M-2,617Timeline
Regal Investment Advisors LLC25,672$1.97M0.13%+1,55313F-HRTimeline
Wescott Financial Advisory Group, LLC25,270$1.94M0.17%+13113F-HRTimeline
BLAIR WILLIAM & CO/IL25,251$1.94M0.01%+23913F-HRTimeline
FIRST AMERICAN TRUST, FSB24,820$1.9M0.14%+1,75513F-HRTimeline
Cresset Asset Management, LLC24,686$1.89M0.01%+6,41513F-HR/ATimeline
Strategic Family Wealth Counselors, L.L…23,932$1.84M0.47%-45613F-HRTimeline
UMB Bank, n.a.23,558$1.81M0.03%-3,65613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MORRIS FINANCIAL CONCEPTS, INC.23,388$1.79M0.65%-55213F-HRTimeline
Laird Norton Wetherby Wealth Management…22,397$1.72M0.07%013F-HRTimeline
Summit Financial, LLC22,166$1.7M0.03%+11,93813F-HRTimeline
Perigon Wealth Management, LLC21,706$1.67M0.03%-2,49313F-HRTimeline
Empirical Financial Services, LLC d.b.a…21,441$1.64M0.03%+9113F-HRTimeline
SageView Advisory Group, LLC21,428$1.64M0.06%-47213F-HRTimeline
RPg Family Wealth Advisory, LLC21,080$1.62M0.35%-78113F-HRTimeline
Efficient Advisors, LLC21,052$1.62M0.09%-3,12213F-HRTimeline
Trust Co of the South21,035$1.61M0.27%013F-HRTimeline
Evanson Asset Management, LLC20,964$1.61M0.09%-1,14913F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC20,824$1.6M<0.01%+4,58313F-HRTimelineGroup
Stonehearth Capital Management, LLC20,753$1.59M0.62%+82413F-HRTimeline
Lee Financial Co20,520$1.57M0.2%-26013F-HRTimeline
Foundation Wealth Management, LLC20,408$1.57M1%-6,58313F-HRTimeline
Frontier Asset Management, LLC20,386$1.56M0.39%-3,25313F-HRTimeline
Farther Finance Advisors, LLC20,315$1.56M0.02%+2,71213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/20,190$1.55M<0.01%+9,89813F-HRTimelineGroup
Great Point Wealth Advisors, LLC19,998$1.53M0.29%13F-HRTimeline
SCS Capital Management LLC19,949$1.53M0.02%013F-HRTimeline
Falcon Wealth Planning19,881$1.53M0.14%-3,02813F-HRTimeline
Continuum Advisory, LLC19,752$1.52M0.16%-7913F-HRTimeline
Intergy Private Wealth, LLC19,711$1.51M0.47%-36613F-HRTimeline
CARDIFF PARK ADVISORS, LLC19,507$1.5M0.11%013F-HRTimeline
Monument Group Wealth Advisors, LLC19,495$1.5M0.88%+1,26913F-HRTimeline
FDx Advisors, Inc.19,604$1.49M0.45%-1,06013F-HRTimeline
PICTET BANK & TRUST Ltd19,145$1.47M1.77%013F-HRTimeline
Midwest Trust Co19,071$1.46M0.02%-48513F-HRTimeline
Hudson Portfolio Management LLC19,065$1.46M1.3%-25513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC18,475$1.42M<0.01%-97,46013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC18,311$1.4M<0.01%+8,18513F-HRTimelineGroup
Sterling Financial Planning, Inc.18,137$1.39M0.44%-1,28513F-HRTimeline
Keel Point, LLC18,096$1.39M0.09%-2,31413F-HRTimeline
GEM Asset Management, LLC17,671$1.36M0.64%013F-HRTimeline
Berkeley, Inc17,612$1.35M0.43%-1,41113F-HRTimeline
REBALANCE, LLC17,258$1.32M0.08%013F-HRTimeline
Guidance Point Advisors, LLC17,123$1.31M0.32%-1,87313F-HRTimeline
Sequoia Financial Advisors, LLC17,106$1.31M0.01%+10,18213F-HRTimeline
Merit Financial Group, LLC16,988$1.3M0.01%+4813F-HR/ATimeline
Tortoise Investment Management, LLC16,602$1.27M0.11%013F-HRTimeline
Argent Trust Co16,555$1.27M0.05%+1,59313F-HRTimeline
MB Generational Wealth, LLC16,533$1.27M0.81%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…16,485$1.26M<0.01%-66613F-HRTimelineGroup
SteelPeak Wealth, LLC16,371$1.26M0.04%new13F-HRTimeline
Allegheny Financial Group16,216$1.24M0.23%+2,67913F-HRTimeline
Geneos Wealth Management Inc.15,964$1.22M0.03%+16913F-HRTimeline
Squire Investment Management Company, L…15,896$1.22M0.4%013F-HRTimeline
Clearstead Advisors, LLC15,877$1.22M0.02%-67513F-HRTimeline
GenTrust, LLC15,849$1.22M0.06%013F-HRTimeline
TAGStone Capital, Inc.15,833$1.21M0.48%-1,14113F-HRTimeline
SAX WEALTH ADVISORS, LLC15,783$1.21M0.07%-29013F-HRTimeline
McLean Asset Management Corp15,430$1.2M0.25%-4,51213F-HRTimeline
Walkner Condon Financial Advisors LLC15,603$1.2M0.19%+29413F-HRTimeline
Avidian Wealth Enterprises, LLC15,547$1.19M0.04%-80613F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC15,458$1.19M0.12%-60013F-HRTimeline
KELLY FINANCIAL GROUP LLC15,015$1.15M0.31%-2,12213F-HRTimeline
RBF Capital, LLC15,000$1.15M0.05%013F-HRTimeline
Dorsey & Whitney Trust CO LLC14,528$1.11M0.06%013F-HRTimeline
Interchange Capital Partners, LLC14,237$1.09M0.21%+56813F-HRTimeline
Aletheian Wealth Advisors LLC14,055$1.08M0.5%-34613F-HRTimeline
Magnus Financial Group LLC13,965$1.07M0.08%+15813F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO13,949$1.07M0.02%013F-HRTimeline
Physician Wealth Advisors, Inc.13,906$1.07M0.15%-94013F-HRTimeline
Wealthspire Advisors, LLC13,850$1.06M0.01%+7,71013F-HRTimeline
Financial Engines Advisors L.L.C.13,785$1.06M<0.01%-2,16313F-HRTimeline
BayBridge Capital Group, LLC13,542$1.04M0.66%-1,67313F-HRTimeline
Tilson Financial Group, Inc.13,505$1.04M0.34%-3813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC13,476$1.03M0.09%013F-HRTimeline
Glenview Trust Co13,272$1.02M0.02%013F-HRTimeline
Busey Bank13,246$1.02M0.03%-1513F-HRTimeline
Mason Investment Advisory Services, Inc.13,212$1.01M0.05%-54113F-HRTimeline
J.W. COLE ADVISORS, INC.13,185$1.01M0.02%+69813F-HRTimeline
BOKF, NAin group BOKF, NA13,150$1.01M0.02%+1013F-HRTimelineGroup
GFS Advisors, LLC13,143$1.01M0.13%-12913F-HRTimeline
Westmount Partners, LLC12,988$999K0.26%-17513F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.13,008$998K0.15%-51613F-HRTimeline
Truepoint, Inc.12,359$948K0.02%-1,04313F-HRTimeline
Wedmont Private Capital12,296$946K0.04%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\12,289$943K<0.01%-1,14413F-HRTimelineGroup
Compound Planning, Inc.11,997$920K0.03%-42413F-HRTimeline
HRT FINANCIAL LP11,961$917K<0.01%new13F-HRTimeline
BIRCH FINANCIAL GROUP, LLC11,659$894K0.53%+32613F-HRTimeline
Mesirow Financial Investment Management…11,570$888K0.02%013F-HRTimeline
Elyxium Wealth, LLC11,552$886K0.31%-8,74313F-HRTimeline
Quantinno Capital Management LP11,490$882K<0.01%+1,43013F-HRTimeline
May Hill Capital, LLC11,462$879K0.26%-5,57213F-HRTimeline
WHITTIER TRUST CO11,213$871K0.01%-53813F-HRTimeline
Harbor Group, Inc.11,184$858K0.14%-3,85113F-HRTimeline
REDW Wealth LLC11,022$846K0.32%-14513F-HRTimeline
Windward Private Wealth Management Inc.10,867$834K0.29%-77013F-HRTimeline
FAMILY WEALTH PARTNERS, LLC10,788$828K0.31%+1,00413F-HRTimeline
McAdam, LLC10,635$816K0.04%-20813F-HRTimeline
Strategic Blueprint, LLC10,526$808K0.04%-8813F-HRTimeline
Betterment LLC10,431$800K<0.01%+19713F-HRTimeline
Accretive Wealth Partners, LLC10,421$799K0.24%-1013F-HRTimeline
Parallel Advisors, LLC10,407$798K0.01%-45413F-HRTimeline
Asset Dedication, LLC10,379$796K0.05%+4313F-HRTimeline
Invesco Ltd.in group Invesco Ltd.10,271$788K<0.01%-13013F-HRTimelineGroup
Independence Bank of Kentucky10,198$782K0.1%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…10,194$782K0.01%+2,36213F-HRTimelineGroup
HB Wealth Management, LLC10,192$782K0.01%-2,13913F-HRTimeline
Alpha Omega Wealth Management LLC10,073$773K0.13%013F-HR/ATimeline
Forum Financial Management, LPin group Forum Financial Management, LP10,003$767K0.01%013F-HRTimelineGroup
Donor Advised Charitable Giving, Inc.9,827$754K0.02%-17813F-HRTimeline
21 West Wealth Management LLC9,820$753K0.71%+23113F-HRTimeline
Retirement Planning Group, LLC9,728$746K0.03%-51013F-HRTimeline
St. Louis Trust Co9,680$743K0.09%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC9,644$740K0.01%+57613F-HRTimeline
CIBC WORLD MARKET INC.9,625$738K<0.01%+83513F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…9,620$738K<0.01%-5013F-HRTimelineGroup
Rehmann Capital Advisory Group9,603$736K0.04%-29913F-HRTimeline
MATHER GROUP, LLC.9,587$736K0.01%-34113F-HRTimeline
Procyon Advisors, LLC9,549$733K0.04%new13F-HRTimeline
Independent Advisor Alliance9,404$722K0.02%-1,52313F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC9,245$709K0.42%013F-HRTimeline
Williams & Novak Wealth Management, LLC9,175$704K0.54%-5113F-HRTimeline
Financial Synergies Wealth Advisors, In…9,157$703K0.07%013F-HRTimeline
LAM GROUP, INC.9,155$702K0.44%013F-HRTimeline
FIRST HORIZON CORP8,962$688K0.03%13F-HRTimeline
First Western Trust Bank8,893$682K0.03%-3,64513F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC8,692$667K0.07%-66513F-HRTimeline
PBMares Wealth Management LLC8,591$659K0.11%-64613F-HRTimeline
FIDUCIARY ADVISORS, INC.8,503$652K0.53%+1413F-HRTimeline
William Howard & Co Financial Advisors …8,479$650K0.55%-1,00813F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC8,354$641K0.05%-1713F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP8,345$640K0.01%+54513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC8,308$637K0.02%-14613F-HRTimelineGroup
SYNOVUS FINANCIAL CORP8,087$620K0.01%+6213F-HRTimeline
Johnson Financial Group, LLC8,014$615K0.06%-52113F-HRTimeline
PFG Private Wealth Management, LLC7,926$608K0.27%new13F-HRTimeline
Integrity Wealth Solutions LLC7,926$608K0.27%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…7,902$606K0.01%+9513F-HRTimelineGroup
TORONTO DOMINION BANKin group TORONTO DOMINION BANK7,891$605K<0.01%+7,87413F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC7,874$604K0.02%+3,80713F-HRTimeline
Financial Harvest, LLC7,843$602K0.41%-1,10113F-HRTimeline
Mutual Advisors, LLC7,695$595K0.01%-13513F-HRTimeline
Athena Investment Management7,640$586K0.31%-27513F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…23,617$585K0.02%+14413F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.7,614$584K0.07%-80913F-HRTimeline
Gladwyn Financial Advisors, Inc.7,579$581K0.42%013F-HRTimeline
JMG Financial Group, Ltd.7,541$579K0.02%+4013F-HRTimeline
Morton Capital Management LLC/CA7,519$577K0.09%-14713F-HRTimeline
Belpointe Asset Management LLC7,512$576K0.02%-60013F-HRTimeline
Brucke Financial, Inc.7,546$575K0.34%-3113F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …7,490$575K<0.01%-1,67513F-HRTimelineGroup
TWIN FOCUS CAPITAL PARTNERS, LLC7,320$562K0.07%013F-HRTimeline
Simplicity Wealth,LLC7,155$549K0.03%-6,77513F-HRTimeline
CWM, LLCin group CWM, LLC7,009$538K<0.01%+1,25013F-HRTimelineGroup
Discipline Wealth Solutions, LLC6,997$537K0.14%+2,28313F-HRTimeline
Factor Wealth Management LTD6,988$536K0.13%-21913F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…6,986$536K0.01%+26013F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC6,978$535K0.06%013F-HRTimeline
Savvy Advisors, Inc.6,840$525K0.02%-24313F-HRTimeline
Tranquility Partners, LLC6,837$525K0.18%-32113F-HRTimeline
Index Fund Advisors, Inc.6,834$524K0.03%-53913F-HRTimeline
WHALEROCK POINT PARTNERS, LLC6,700$514K0.1%013F-HRTimeline
FSC Wealth Advisors, LLC6,622$508K0.29%+1,11113F-HRTimeline
BECKER CAPITAL MANAGEMENT INC6,584$505K0.01%013F-HRTimeline
Courage Miller Partners, LLC6,539$502K0.15%-6013F-HRTimeline
Beaird Harris Wealth Management, LLC6,492$498K0.04%-1613F-HRTimeline
NWAM LLC6,478$498K0.03%+7813F-HR/ATimeline
SENTINEL WEALTH MANAGEMENT, INC.6,426$493K0.43%013F-HRTimeline
HEADINVEST, LLC6,370$489K0.1%013F-HRTimeline
Brickley Wealth Management6,295$483K0.08%-12613F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC6,262$480K0.32%013F-HRTimeline
Richard P Slaughter Associates Inc6,253$480K0.1%-1,01613F-HRTimeline
NewEdge Wealth, LLC6,332$479K0.01%+72313F-HRTimeline
CM WEALTH ADVISORS LLC6,141$471K0.12%013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC6,115$469K0.06%+5013F-HRTimeline
DMC Group, LLC6,085$467K0.32%+1,98313F-HRTimeline
Prospera Financial Services Inc6,079$467K0.01%-34513F-HRTimeline
Braun-Bostich & Associates Inc.6,032$463K0.29%-26313F-HRTimeline