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Disclosery

SCZ ISHARES TR

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ETF (fund)

752 managers (764 13F filers) reported a position in SCZ shares at 2026-03-31, 144,422,696 shares in all. 56 filers opened a position and 40 filers sold out during the quarter.

Managers
752
13F filers
764
New
56
Added
210
Reduced
278
Sold out
40
Shares held by filers
144,422,696

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Foundation Wealth Management, LLC\PA31,712$2.49M0.88%-1,53413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC31,579$2.48M<0.01%+11,19913F-HRTimelineGroup
American Financial Advisors, LLC31,068$2.44M0.33%-2,91713F-HRTimeline
First Citizens Asset Management, Inc.31,003$2.43M0.86%+54013F-HRTimeline
RESTON WEALTH MANAGEMENT LLC30,929$2.43M0.74%-3,04713F-HRTimeline
Canopy Partners, LLC30,908$2.42M0.83%013F-HRTimeline
BIP Wealth, LLC30,625$2.4M0.1%-3,60113F-HRTimeline
Prosperity Planning, Inc.30,503$2.39M0.61%-90513F-HRTimeline
Elmwood Wealth Management, Inc.30,348$2.38M0.66%-68913F-HRTimeline
Sincerus Advisory, LLC30,167$2.37M1.79%+55313F-HRTimeline
Coyle Financial Counsel LLC30,044$2.36M0.5%-11513F-HRTimeline
VANCE WEALTH, LLC29,421$2.31M0.67%-1,13713F-HRTimeline
Wescott Financial Advisory Group, LLC28,970$2.27M0.2%+1,74213F-HRTimeline
Kingsview Wealth Management, LLC28,726$2.25M0.03%+4,13413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…28,541$2.24M0.02%-1,40113F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC28,349$2.22M0.1%+67213F-HRTimeline
FIRST AMERICAN TRUST, FSB27,715$2.17M0.15%+1,19813F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…27,579$2.16M0.03%-98813F-HRTimelineGroup
Argent Trust Co27,339$2.14M0.07%+7,63713F-HRTimeline
DAVENPORT & Co LLC27,168$2.13M0.01%-60413F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC26,959$2.11M1.03%-25713F-HRTimeline
Farther Finance Advisors, LLC26,469$2.11M0.02%+1,62913F-HRTimeline
Regal Investment Advisors LLC26,788$2.1M0.12%+1,70513F-HRTimeline
STOCK YARDS BANK & TRUST CO26,771$2.1M0.07%-31113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC26,718$2.1M0.06%+1,95313F-HRTimelineGroup
AIRE ADVISORS, LLC26,711$2.09M0.38%-2313F-HRTimeline
Merit Financial Group, LLC26,117$2.05M0.02%+8,68713F-HRTimeline
ATLAS CAPITAL ADVISORS INC.25,995$2.04M0.23%-5713F-HRTimeline
BLAIR WILLIAM & CO/IL25,855$2.03M0.01%+94213F-HRTimeline
Cresset Asset Management, LLC24,812$1.95M0.01%-10313F-HRTimeline
Rialto Wealth Management, LLC24,188$1.9M0.43%-8,51013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.23,521$1.84M0.01%013F-HRTimelineGroup
Summit Financial, LLC23,263$1.82M0.02%+1,72313F-HRTimeline
Strategic Family Wealth Counselors, L.L…23,045$1.81M0.47%-82713F-HRTimeline
TRB Wealth Management, LLC23,044$1.81M0.26%13F-HRTimeline
RPg Family Wealth Advisory, LLC22,614$1.77M0.37%+1,95713F-HRTimeline
Risk Paradigm Group, LLC22,465$1.76M1.5%+74213F-HRTimeline
SageView Advisory Group, LLC21,199$1.66M0.06%-6913F-HRTimeline
Compound Planning, Inc.21,160$1.66M0.05%+8,91713F-HRTimeline
Midwest Trust Co21,091$1.65M0.02%+2013F-HRTimeline
Evanson Asset Management, LLC21,039$1.65M0.09%+7513F-HRTimeline
Trust Co of the South21,035$1.65M0.27%013F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…20,226$1.59M0.03%-1,05313F-HRTimelineGroup
Great Point Wealth Advisors, LLC19,998$1.57M0.29%013F-HRTimeline
Perigon Wealth Management, LLC19,896$1.56M0.03%+1,05013F-HRTimeline
FDx Advisors, Inc.19,899$1.56M0.5%+34313F-HRTimeline
Geneos Wealth Management Inc.19,837$1.56M0.04%+3,31113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…19,779$1.55M<0.01%-3,17313F-HRTimelineGroup
MORRIS FINANCIAL CONCEPTS, INC.19,696$1.54M0.52%-2,26813F-HRTimeline
Intergy Private Wealth, LLC19,656$1.54M0.45%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…19,584$1.54M0.03%-64513F-HRTimeline
CARDIFF PARK ADVISORS, LLC19,572$1.53M0.12%013F-HRTimeline
Keel Point, LLC19,293$1.51M0.1%+1,34213F-HRTimeline
Lee Financial Co19,245$1.51M0.21%-36513F-HRTimeline
Hudson Portfolio Management LLC19,065$1.49M1.26%013F-HRTimeline
Allegheny Financial Group18,964$1.49M0.2%+56013F-HRTimeline
Falcon Wealth Planning18,893$1.48M0.1%-53813F-HRTimeline
QUADRANT CAPITAL GROUP LLC18,776$1.47M0.04%-5,74113F-HR/ATimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…18,761$1.47M0.01%+4,11113F-HRTimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC18,638$1.46M0.02%new13F-HRTimeline
Efficient Advisors, LLC18,583$1.46M0.1%-1,77313F-HRTimeline
SCS Capital Management LLC18,480$1.45M0.02%-1,00613F-HRTimeline
Parallel Advisors, LLC18,438$1.45M0.03%+7,88813F-HR/ATimeline
UMB Bank, n.a.18,255$1.43M0.02%-1,85413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GEM Asset Management, LLC17,671$1.39M0.61%013F-HRTimeline
Monument Group Wealth Advisors, LLC17,594$1.38M0.77%+34813F-HRTimeline
Continuum Advisory, LLC17,302$1.36M0.13%-55313F-HRTimeline
Walkner Condon Financial Advisors LLC17,231$1.35M0.18%+1,44513F-HRTimeline
Guidance Point Advisors, LLC17,104$1.34M0.32%-17413F-HRTimeline
SteelPeak Wealth, LLC16,875$1.32M0.04%-8313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC16,599$1.3M0.1%-8713F-HRTimeline
Sterling Financial Planning, Inc.16,559$1.3M0.38%-1,10413F-HRTimeline
MB Generational Wealth, LLC16,533$1.3M0.72%013F-HRTimeline
Meramec Financial Planners, LLC15,090$1.28M0.51%-1,70813F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC16,154$1.27M0.13%-13713F-HRTimeline
Clearstead Advisors, LLC15,970$1.25M0.01%+6813F-HRTimeline
TAGStone Capital, Inc.15,911$1.25M0.44%-32113F-HRTimeline
Squire Investment Management Company, L…15,896$1.25M0.35%013F-HRTimeline
SAX WEALTH ADVISORS, LLC16,004$1.24M0.06%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\15,737$1.23M<0.01%+2,91113F-HRTimelineGroup
Tortoise Investment Management, LLC15,552$1.22M0.1%-55013F-HRTimeline
Avidian Wealth Enterprises, LLC15,351$1.2M0.04%-26713F-HRTimeline
Berkeley, Inc15,204$1.19M0.4%-1,85013F-HRTimeline
RBF Capital, LLC15,000$1.18M0.06%013F-HR/ATimeline
Arkadios Wealth Advisors14,961$1.17M0.02%+11,18313F-HRTimeline
EP Wealth Advisors, LLC14,797$1.16M0.01%-1,69513F-HRTimeline
Quantinno Capital Management LP14,683$1.15M<0.01%-1,30813F-HRTimeline
Dorsey & Whitney Trust CO LLC14,528$1.14M0.06%013F-HRTimeline
Magnus Financial Group LLC14,285$1.12M0.09%-21513F-HRTimeline
Financial Engines Advisors L.L.C.14,268$1.12M<0.01%-6813F-HRTimeline
KELLY FINANCIAL GROUP LLC14,101$1.11M0.28%-24113F-HRTimeline
Aletheian Wealth Advisors LLC13,967$1.1M0.53%13F-HRTimeline
Wedmont Private Capital12,981$1.08M0.03%+16213F-HRTimeline
Sanctuary Advisors, LLC13,599$1.07M0.01%+1,52013F-HRTimeline
Petersen Hastings Wealth Advisors Inc.13,559$1.06M0.1%-78813F-HRTimeline
BIRCH FINANCIAL GROUP, LLC13,529$1.06M0.62%+94513F-HRTimeline
BOKF, NAin group BOKF, NA13,441$1.05M0.02%+61013F-HRTimelineGroup
Busey Bank13,352$1.05M0.03%-83213F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO13,143$1.03M0.02%-80613F-HRTimeline
Savvy Advisors, Inc.13,054$1.02M0.03%+1,29713F-HRTimeline
Physician Wealth Advisors, Inc.13,044$1.02M0.14%-36813F-HRTimeline
BayBridge Capital Group, LLC13,119$1.02M0.63%013F-HRTimeline
Tilson Financial Group, Inc.12,764$1M0.3%-25013F-HRTimeline
Glenview Trust Co12,674$994K0.02%-59813F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.12,653$992K0.14%-27813F-HRTimeline
Interchange Capital Partners, LLC15,604$991K0.31%+1,69413F-HRTimeline
Westmount Partners, LLC12,566$985K0.24%+49213F-HRTimeline
Y-Intercept (Hong Kong) Ltd12,414$973K0.02%+3,24313F-HRTimeline
Truepoint, Inc.12,359$969K0.02%013F-HRTimeline
Apella Capital, LLC10,972$935K0.01%+6,68013F-HRTimeline
Mason Investment Advisory Services, Inc.11,818$927K0.04%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…11,810$926K<0.01%+92213F-HRTimelineGroup
Mesirow Financial Investment Management…11,591$909K0.01%+1,83113F-HRTimeline
WHITTIER TRUST CO11,213$895K0.01%013F-HRTimeline
Smartleaf Asset Management LLC11,274$858K0.03%+61013F-HRTimeline
Independence Bank of Kentucky10,807$847K0.11%013F-HRTimeline
FAMILY WEALTH PARTNERS, LLC10,803$847K0.29%013F-HRTimeline
Betterment LLC10,658$836K<0.01%+7813F-HRTimeline
Bedel Financial Consulting, Inc.10,595$831K0.1%-10013F-HRTimeline
McLean Asset Management Corp10,429$818K0.14%-2,41113F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …10,273$806K0.04%new13F-HRTimelineGroup
Alpha Omega Wealth Management LLC10,269$805K0.13%013F-HRTimeline
Accretive Wealth Partners, LLC10,163$797K0.23%-1213F-HRTimeline
MATHER GROUP, LLC.10,152$796K0.01%+55713F-HRTimeline
21 West Wealth Management LLC10,031$787K0.73%-27113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…9,961$781K0.02%+1,93813F-HRTimelineGroup
HB Wealth Management, LLC9,731$763K<0.01%+513F-HRTimeline
St. Louis Trust Co9,680$759K0.09%013F-HRTimeline
Elyxium Wealth, LLC9,665$758K0.24%+5913F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC9,652$757K0.01%013F-HRTimeline
Qube Research & Technologies Ltd9,568$750K<0.01%+9,36013F-HRTimeline
Smith Partners Wealth Management, LLC9,502$745K0.67%-62313F-HRTimeline
REDW Wealth LLC9,476$743K0.3%-1,21113F-HRTimeline
GFS Advisors, LLC9,385$736K0.09%-3,75813F-HR/ATimeline
DMC Group, LLC9,370$735K0.5%+1,16313F-HRTimeline
Financial Synergies Wealth Advisors, In…9,335$732K0.07%013F-HRTimeline
Asset Dedication, LLC9,301$729K0.05%+4913F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC9,248$725K0.54%013F-HRTimeline
Donor Advised Charitable Giving, Inc.9,213$722K0.02%-55213F-HRTimeline
Williams & Novak Wealth Management, LLC9,043$721K0.54%-1713F-HRTimeline
Wealthspire Advisors, LLC9,172$719K0.01%013F-HRTimeline
LAM GROUP, INC.9,155$718K0.39%013F-HRTimeline
Harbor Group, Inc.9,113$715K0.1%-41813F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP9,107$714K0.01%-89613F-HRTimelineGroup
McAdam, LLC9,077$712K0.03%-1,78813F-HRTimeline
Invesco Ltd.in group Invesco Ltd.9,008$706K<0.01%-30613F-HRTimelineGroup
Dala Group, LLC9,003$706K0.59%013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC8,811$691K<0.01%new13F-HRTimelineGroup
William Howard & Co Financial Advisors …8,774$688K0.59%-2513F-HRTimeline
Procyon Advisors, LLC8,709$683K0.03%-75613F-HRTimeline
Windward Private Wealth Management Inc.8,475$665K0.23%-95213F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC8,354$655K0.05%013F-HRTimeline
CIBC WORLD MARKET INC.8,252$647K<0.01%-21813F-HRTimeline
Johnson Financial Group, LLC8,172$641K0.04%+15813F-HRTimeline
First Western Trust Bank8,137$638K0.03%013F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC8,057$632K0.07%-35013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC8,050$631K0.02%-4813F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …8,044$631K<0.01%-8713F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC7,965$625K0.01%+14013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP7,945$623K0.01%-8513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,836$615K0.01%new13F-HRTimelineGroup
Strategic Blueprint, LLC7,722$605K0.04%-60513F-HRTimeline
AE Wealth Management LLC7,701$604K<0.01%+1,12013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC7,677$602K0.01%013F-HRTimelineGroup
Gladwyn Financial Advisors, Inc.7,579$594K0.41%013F-HRTimeline
Integrity Wealth Solutions LLC7,536$591K0.23%-3013F-HRTimeline
Financial Harvest, LLC7,534$591K0.35%-22413F-HRTimeline
JMG Financial Group, Ltd.7,519$590K0.02%-2213F-HRTimeline
Brucke Financial, Inc.7,501$588K0.3%-5813F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO7,558$586K0.05%013F-HRTimelineGroup
Athena Investment Management7,380$579K0.3%-26013F-HRTimeline
MATTERS CAPITAL LLC7,377$578K0.51%013F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC7,320$574K0.07%013F-HRTimeline
Mutual Advisors, LLC7,286$571K0.01%-41213F-HRTimeline
Prospera Financial Services Inc7,222$566K0.01%+55813F-HRTimeline
REBALANCE, LLC7,106$557K0.03%013F-HRTimeline
CAUSEWAY CAPITAL MANAGEMENT LLC7,100$557K0.01%new13F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…7,091$556K0.01%+6813F-HRTimelineGroup
FIRST HORIZON CORP7,074$555K0.02%-1,93813F-HRTimeline
May Hill Capital, LLC7,011$550K0.14%-53313F-HRTimeline
Moisand Fitzgerald Tamayo, LLC6,972$547K0.06%013F-HRTimeline
Morton Capital Management LLC/CA6,878$539K0.08%-78813F-HRTimeline
Retirement Planning Group, LLC6,838$536K0.02%-2,10613F-HRTimeline
Tranquility Partners, LLC6,837$536K0.2%013F-HRTimeline
Rehmann Capital Advisory Group7,278$529K0.03%-49413F-HRTimeline
WHALEROCK POINT PARTNERS, LLC6,700$525K0.1%013F-HRTimeline
Factor Wealth Management LTD6,694$525K0.1%-51113F-HRTimeline
Global View Capital Management LLC6,653$522K0.14%new13F-HRTimeline
Courage Miller Partners, LLC6,584$516K0.15%+4413F-HRTimeline
BECKER CAPITAL MANAGEMENT INC6,584$516K0.02%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…22,533$513K0.01%-34713F-HRTimelineGroup
HEADINVEST, LLC6,480$508K0.1%013F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.6,426$504K0.4%013F-HRTimeline
NewEdge Wealth, LLC6,397$502K0.01%013F-HRTimeline
Index Fund Advisors, Inc.6,372$500K0.02%-35113F-HRTimeline
NWAM LLC6,365$499K0.03%-2513F-HRTimeline
Beaird Harris Wealth Management, LLC6,317$495K0.03%013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC6,312$495K0.06%013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC6,262$491K0.28%013F-HRTimeline
Forefront Wealth Partners, LLC6,200$486K0.2%-6513F-HRTimeline