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Disclosery

SCZ ISHARES TR

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ETF (fund)

753 managers (766 13F filers) reported a position in SCZ shares at 2026-06-30, 153,106,658 shares in all. 50 filers opened a position and 40 filers sold out during the quarter.

Managers
753
13F filers
766
New
50
Added
266
Reduced
253
Sold out
40
Shares held by filers
153,106,658

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Courage Miller Partners, LLC6,607$544K0.14%+2313F-HRTimeline
BECKER CAPITAL MANAGEMENT INC6,584$542K0.01%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…22,526$537K0.01%-713F-HRTimelineGroup
HEADINVEST, LLC6,480$533K0.1%013F-HRTimeline
Janney Montgomery Scott LLC6,439$530K<0.01%new13F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.6,426$529K0.37%013F-HRTimeline
Arax Advisory Partners6,382$525K<0.01%+4,04113F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC6,361$523K0.06%+4913F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC6,262$515K0.26%013F-HRTimeline
Peloton Wealth Strategists6,236$513K0.19%+18513F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC6,219$512K0.01%+10713F-HRTimeline
Index Fund Advisors, Inc.6,188$509K0.02%-18413F-HRTimeline
WINNACLE WEALTH LLC6,177$508K0.35%+60913F-HRTimeline
Brickley Wealth Management6,143$505K0.07%013F-HRTimeline
Richard P Slaughter Associates Inc6,108$503K0.1%013F-HRTimeline
NWAM LLC5,996$493K0.02%-36913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,972$491K0.01%+1,59213F-HRTimeline
Beaird Harris Wealth Management, LLC5,861$482K0.03%-45613F-HRTimeline
Pinnacle Wealth Planning Services, Inc.5,852$481K0.05%-24313F-HRTimeline
Sierra Capital LLC5,723$471K0.05%013F-HRTimeline
Gladstone Institutional Advisory LLC5,666$466K0.01%+1,63413F-HRTimeline
Foundations Investment Advisors, LLC5,651$465K<0.01%+1,05813F-HRTimeline
Sand Hill Global Advisors, LLC5,623$463K0.01%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …5,623$463K<0.01%-11813F-HRTimelineGroup
Braun-Bostich & Associates Inc.5,590$460K0.26%-14613F-HRTimeline
Hexagon Capital Partners LLC5,539$456K0.06%+20913F-HRTimeline
Integrated Advisors Network LLC5,464$450K0.02%+9313F-HRTimeline
Michael Brady & Co., LLC5,449$448K0.4%013F-HRTimeline
Samalin Investment Counsel, LLC5,441$448K0.14%-2113F-HRTimeline
Montecito Bank & Trust5,436$447K0.07%-16913F-HRTimeline
GW&K Investment Management, LLC5,402$444K<0.01%013F-HRTimeline
Discipline Wealth Solutions, LLC5,380$443K0.04%-10113F-HRTimeline
Simplicity Wealth,LLC5,273$434K0.01%-50313F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…5,256$432K0.01%+1,88113F-HRTimelineGroup
Cornerstone Wealth Advisors, Inc.5,255$432K0.09%-1513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,147$424K<0.01%+73113F-HRTimelineGroup
VISTA INVESTMENT MANAGEMENT5,098$419K0.13%-8013F-HRTimeline
ARK & TLK INVESTMENTS, LLC5,069$417K0.1%013F-HRTimeline
KFA Private Wealth Group, LLC5,044$415K0.1%+97713F-HRTimeline
Compass Ion Advisors, LLC5,043$415K0.04%-1713F-HRTimeline
Rathbones Group PLC5,036$414K<0.01%+4613F-HRTimeline
WEDBUSH SECURITIES INC5,013$412K0.01%+3913F-HRTimeline
Fort Vancouver Investment Management, L…4,985$410K0.19%-29613F-HRTimeline
Alliance Wealth Strategies, LLC d/b/a B…4,820$397K0.31%013F-HRTimeline
UPTICK PARTNERS, LLC4,713$388K0.06%+21113F-HRTimeline
Biltmore Family Office, LLC4,665$384K0.05%013F-HRTimeline
FIDUCIARY ADVISORS, INC.4,626$381K0.26%+4513F-HRTimeline
Armstrong, Fleming & Moore, Inc4,616$380K0.13%-14613F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC4,609$379K0.05%-2813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC4,572$376K<0.01%-5413F-HRTimelineGroup
Crescent Grove Advisors, LLC4,568$376K0.03%+6313F-HRTimeline
Prospera Financial Services Inc4,509$371K0.01%-2,71313F-HRTimeline
Factor Wealth Management LTD4,443$366K0.06%-2,25113F-HRTimeline
Galvin, Gaustad & Stein, LLC4,425$364K0.03%-2513F-HRTimeline
HARBOUR INVESTMENTS, INC.4,421$364K<0.01%+2513F-HRTimeline
LongView Wealth Management4,414$363K0.09%+3513F-HRTimeline
Embree Financial Group4,403$362K0.04%-24413F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP4,386$361K<0.01%-14113F-HRTimelineGroup
COLLECTIVE FAMILY OFFICE LLC4,299$354K0.07%-17813F-HRTimeline
Rockingstone Advisors LLC4,245$349K0.14%013F-HRTimeline
Belleair Asset Management, LLC4,203$346K0.29%013F-HRTimeline
Latitude Advisors, LLC4,201$346K0.14%-7513F-HRTimeline
Mullaney, Keating & Wright, Inc.4,192$345K0.17%+5313F-HRTimeline
Valeo Financial Advisors, LLC4,161$342K0.01%+25813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,160$342K<0.01%013F-HRTimelineGroup
BOK Financial Private Wealth, Inc.4,100$337K0.02%-66213F-HRTimeline
Belpointe Asset Management LLC4,091$337K0.01%-32513F-HRTimeline
Fortis Capital Advisors, LLC4,091$337K0.04%-32513F-HRTimeline
Legacy Edge Advisors, LLC4,087$336K0.03%+23813F-HR/ATimeline
Vannoy Advisory Group, Inc.4,086$336K0.19%-24113F-HRTimeline
Wealth Preservation Advisors, LLC4,063$334K0.19%013F-HRTimeline
GFS Advisors, LLC6,981$330K0.05%-2,40413F-HR/ATimeline
Modern Wealth Management, LLC3,996$329K<0.01%+413F-HRTimeline
TRUEFG, LLC3,980$327K0.08%+313F-HRTimeline
Wealthfront Advisers LLC3,976$327K<0.01%+74713F-HRTimeline
GARRISON POINT ADVISORS, LLC3,927$323K0.13%+2513F-HRTimeline
MFA Wealth Services3,919$322K0.19%+4813F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …3,795$317K<0.01%013F-HRTimelineGroup
EAGLE ROCK INVESTMENT COMPANY, LLC3,801$313K0.04%-3413F-HRTimeline
Beckerman Institutional, LLC3,799$313K0.15%-19913F-HRTimeline
First Interstate Bank3,700$304K0.02%-1,96013F-HRTimeline
Hemenway Trust Co LLC3,700$304K0.02%013F-HRTimeline
STEVENS CAPITAL PARTNERS3,696$304K0.06%-1,87913F-HRTimeline
Jacobs Equity LLC3,684$303K0.21%013F-HRTimeline
Meridian Financial Advisors, LLC3,675$302K0.15%-29913F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…3,451$297K0.18%013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…3,584$295K0.02%13F-HRTimelineGroup
Dynamic Financial Group3,577$294K0.22%013F-HRTimeline
Bestgate Wealth Advisors, LLC3,575$294K0.47%-58513F-HRTimeline
Cornerstone Financial Management LLC3,555$292K0.23%+413F-HR/ATimeline
Greenspring Advisors, LLC3,536$291K0.02%013F-HRTimeline
RiverFront Investment Group, LLC3,534$291K<0.01%new13F-HRTimeline
Columbus Macro, LLC3,528$290K0.03%+17313F-HRTimeline
Key Financial Inc3,504$288K0.05%013F-HRTimeline
Upper Left Wealth Management, LLC3,498$288K0.16%+3613F-HRTimeline
LPWM LLC3,489$287K0.06%+17313F-HRTimeline
TRUST CO OF VERMONT3,483$287K0.01%13F-HRTimeline
Stone Summit Wealth LLC3,483$287K0.07%-2513F-HRTimeline
CEERA INVESTMENTS, LLC3,475$286K0.12%013F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC3,422$282K0.18%+32513F-HRTimeline
Root Financial Partners, LLC3,392$279K0.01%+2,17113F-HRTimeline
Frazier Financial Advisors, LLC3,355$276K0.14%013F-HRTimeline
Fee-Only Financial Planning, L.C.3,350$276K0.15%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.3,340$275K0.01%+19313F-HRTimelineGroup
DAVIDSON TRUST CO3,335$274K0.11%013F-HRTimeline
Sentinel Advisory Group, LLC3,323$273K0.11%+1613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…3,268$269K<0.01%+28013F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC3,225$265K0.03%-2,73613F-HRTimeline
Segment Wealth Management, LLC3,170$261K0.01%013F-HRTimeline
Facet Wealth, Inc.3,163$260K<0.01%new13F-HRTimeline
Aspect Partners, LLC3,111$256K0.1%-235,93913F-HRTimeline
Foster Victor Wealth Advisors, LLC3,054$254K0.01%+1013F-HRTimeline
CoreCap Advisors, LLC3,075$253K0.01%-2913F-HRTimeline
Aurelius Family Office LLC3,049$251K0.1%013F-HRTimeline
Prospera Capital Management, LLC2,959$251K0.08%new13F-HRTimeline
Linscomb Wealth, Inc.3,044$250K0.01%-43113F-HRTimeline
NorthRock Partners, LLC3,018$248K<0.01%-913F-HRTimeline
Colorado Capital Management, Inc.3,017$248K0.08%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd3,013$248K<0.01%new13F-HRTimelineGroup
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.2,998$247K0.01%new13F-HRTimelineGroup
Michels Family Financial, LLC2,960$244K0.16%+1613F-HRTimeline
Heck Capital Advisors, LLC2,960$244K0.01%013F-HRTimeline
Williams Jones Wealth Management, LLC.2,938$242K<0.01%013F-HRTimeline
Robertson Stephens Wealth Management, L…2,894$238K0.01%013F-HRTimeline
CLARIS ADVISORS, LLC / MO /2,890$238K0.06%013F-HRTimeline
Werba Rubin Papier Wealth Management2,874$236K0.03%+3213F-HRTimeline
Sigma Planning Corp2,853$235K0.01%-36213F-HRTimeline
GHP Investment Advisors, Inc.2,850$234K0.01%013F-HRTimeline
Berger Financial Group, Inc2,769$228K0.01%+513F-HRTimeline
Note Advisors, LLC2,764$227K0.1%-613F-HRTimeline
COREPATH WEALTH PARTNERS LLC2,749$227K0.14%013F-HRTimeline
Granite Harbor Advisors, Inc.2,761$227K0.09%013F-HRTimeline
Maltin Wealth Management, Inc.2,747$226K0.08%-65313F-HRTimeline
Vistica Wealth Advisors, LLC2,743$226K0.2%013F-HRTimeline
Ground Swell Capital, LLC2,715$223K0.24%new13F-HRTimeline
Montis Financial, LLC2,675$220K0.04%+2513F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC2,648$218K0.01%013F-HRTimeline
SJS Investment Consulting Inc.2,638$217K0.02%-14413F-HRTimeline
GREENLEAF TRUST2,632$217K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc2,605$214K0.01%+4513F-HRTimeline
Krilogy Financial LLC2,564$211K0.01%-25513F-HRTimeline
New Covenant Trust Company, N.A.2,552$210K0.16%013F-HRTimeline
Fingerlakes Wealth Management, Inc.2,544$209K0.11%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC2,528$208K<0.01%-2813F-HRTimelineGroup
CURIO WEALTH, LLC2,522$207K0.06%013F-HRTimeline
HighPoint Advisor Group LLC2,486$205K0.01%-33313F-HRTimeline
Lynx Investment Advisory2,468$203K0.07%new13F-HRTimeline
Gemmer Asset Management LLC2,468$203K0.01%new13F-HRTimeline
Park Place Capital Corp2,463$203K0.03%-6013F-HRTimeline
GUIDANCE CAPITAL, INC2,411$201K0.04%new13F-HRTimeline
Princeton Global Asset Management LLC2,399$197K0.03%-1413F-HRTimeline
PINNEY & SCOFIELD, INC.2,390$197K0.1%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC2,334$192K0.01%013F-HRTimeline
Longview Financial Advisors LLC2,036$168K0.08%013F-HRTimeline
AlphaCore Capital LLC1,945$160K<0.01%+1,23913F-HRTimeline
Owl Creek Wealth Partners LLC1,909$157K0.05%+21513F-HRTimeline
Golden State Wealth Management, LLC1,900$156K0.01%+1313F-HRTimeline
BAYBAN1,900$156K0.12%013F-HRTimeline
Miller Global Investments, LLC1,843$152K0.13%-35713F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC1,787$147K0.03%+2113F-HRTimeline
Glassman Wealth Services1,786$147K0.02%013F-HRTimeline
New Republic Capital, LLC1,785$147K0.03%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,772$146K<0.01%+2213F-HRTimelineGroup
CDKV HOLDINGS LLC1,766$145K0.11%-1013F-HRTimeline
TFC Financial Management, Inc.1,726$142K0.02%-13513F-HRTimeline
CITY HOLDING CO1,700$140K0.02%new13F-HRTimeline
Sage Mountain Advisors LLC1,695$139K0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC1,638$135K0.06%+713F-HRTimeline
Tanglewood Legacy Advisors, LLC1,615$133K0.04%013F-HRTimeline
LANARK FINANCIAL, INC.1,614$133K0.01%013F-HRTimeline
Creekmur Asset Management LLC1,614$133K6.42%new13F-HRTimeline
Bravera Wealth1,548$127K0.05%013F-HRTimeline
GAMMA Investing LLC1,481$122K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,469$121K<0.01%-43213F-HRTimelineGroup
HORIZON BANCORP INC /IN/1,456$120K0.06%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,439$118K0.01%+37413F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding1,436$118K+30Timeline
WealthCollab, LLC1,332$110K0.04%013F-HRTimeline
Institute for Wealth Management, LLC.1,262$104K0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC1,254$103K0.01%-47513F-HRTimeline
Capital Investment Advisory Services, L…1,209$99.5K0.01%+20013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,181$97.2K<0.01%+213F-HRTimeline
Addison Advisors LLC1,159$95.4K0.05%013F-HRTimeline
Grove Bank & Trust1,130$93K0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,129$92.9K0.01%-3013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC1,123$92.4K0.03%+1613F-HRTimeline
Copia Wealth Management1,120$92.1K0.06%+26513F-HRTimeline
Indiana Trust & Investment Management Co1,089$89.6K0.02%013F-HRTimeline
Finley Financial, LLC1,050$86.4K0.03%+15013F-HRTimeline
Westside Investment Management, Inc.1,041$85.6K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC976$80.3K0.02%+1313F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA922$75.9K0.01%013F-HRTimeline
High Note Wealth, LLC901$74.1K0.01%013F-HRTimeline
PARK NATIONAL CORP /OH/890$73.2K<0.01%-4013F-HRTimeline
JDM Financial Group LLC875$72K0.02%013F-HRTimeline
CENTRAL TRUST Co850$69.9K<0.01%013F-HRTimeline
Oakmont Advisory Group, LLC840$69.1K0.06%new13F-HRTimeline
ELEVATE WEALTH ADVISORY, INC838$68.9K0.04%-12213F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC806$66.3K<0.01%+45013F-HRTimelineGroup
Gunpowder Capital Management, LLC dba O…802$66K0.05%013F-HRTimeline