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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 2024-12-31, 97,466,207 shares in all. 45 filers opened a position and 63 filers sold out during the quarter.

Managers
698
13F filers
707
New
45
Added
266
Reduced
229
Sold out
63
Shares held by filers
97,466,207

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Brucke Financial, Inc.6,966$436K0.37%13F-HRTimeline
CoreCap Advisors, LLC7,106$432K0.02%+1,48813F-HRTimeline
Wedmont Private Capital7,153$424K0.02%+1913F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…6,918$420K<0.01%+3613F-HRTimelineGroup
MFA Wealth Services6,906$420K0.34%13F-HRTimeline
Empower Advisory Group, LLC6,846$416K<0.01%-62313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…6,841$416K0.01%+10013F-HRTimelineGroup
FIDUCIARY ADVISORS, INC.6,783$412K0.41%13F-HRTimeline
Factor Wealth Management LTD6,731$409K0.14%13F-HRTimeline
WHALEROCK POINT PARTNERS, LLC6,700$407K0.09%013F-HRTimeline
Spectrum Wealth Counsel, LLC6,652$404K0.05%+1,55913F-HRTimeline
Beaird Harris Wealth Management, LLC6,633$403K0.03%-6713F-HRTimeline
Brickley Wealth Management6,575$399K0.08%013F-HRTimeline
Fisher Asset Management, LLC6,541$397K<0.01%new13F-HRTimeline
Wealthspire Advisors, LLC6,467$393K<0.01%-69913F-HRTimeline
HEADINVEST, LLC6,370$387K0.07%-1,07013F-HRTimeline
Courage Miller Partners, LLC6,303$383K0.13%+4913F-HRTimeline
Compass Ion Advisors, LLC6,266$381K0.05%-6413F-HRTimeline
Cornerstone Wealth Advisors, Inc.6,210$377K0.1%-57513F-HRTimeline
Integrated Advisors Network LLC6,171$375K0.02%-213F-HRTimeline
Biltmore Family Office, LLC6,167$375K0.06%-2,39013F-HRTimeline
Farther Finance Advisors, LLC6,150$374K0.01%+11313F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC6,015$365K0.06%+8813F-HRTimeline
CWM, LLCin group CWM, LLC5,989$364K<0.01%-4,37013F-HRTimelineGroup
Foundations Investment Advisors, LLC5,823$354K0.01%-73413F-HRTimeline
Embree Financial Group5,811$353K0.06%-2,17713F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC5,760$350K0.08%+11513F-HRTimeline
Sierra Capital LLC5,723$348K0.04%-7513F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC5,620$346K0.22%013F-HRTimeline
PITCAIRN COin group PITCAIRN CO5,662$344K0.02%new13F-HRTimelineGroup
Valeo Financial Advisors, LLC5,646$343K0.01%-1,75013F-HRTimeline
Latitude Advisors, LLC5,643$343K0.19%-88913F-HRTimeline
Sand Hill Global Advisors, LLC5,623$342K0.01%013F-HRTimeline
Savvy Advisors, Inc.5,588$339K0.04%+2,40413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC5,545$337K0.01%013F-HRTimelineGroup
Moloney Securities Asset Management, LLC5,536$336K0.05%-21113F-HRTimeline
BOK Financial Private Wealth, Inc.5,510$335K0.02%013F-HRTimeline
Sanctuary Advisors, LLC5,225$330K<0.01%-1,09513F-HRTimeline
Beckerman Institutional, LLC5,436$330K0.26%-30913F-HRTimeline
AllSquare Wealth Management LLC5,424$330K0.19%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP5,382$327K<0.01%-43713F-HRTimelineGroup
Janney Montgomery Scott LLC5,357$325K<0.01%+24313F-HRTimeline
VISTA INVESTMENT MANAGEMENT5,236$318K0.12%-2413F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC5,152$313K0.09%013F-HRTimeline
Meridian Financial Advisors, LLC5,069$308K0.21%+213F-HRTimeline
Causey Wealth LLC5,055$307K0.18%13F-HRTimeline
Upper Left Wealth Management, LLC5,024$305K0.26%new13F-HRTimeline
Columbus Macro, LLC5,012$304K0.04%+78913F-HRTimeline
GW&K Investment Management, LLC4,980$303K<0.01%013F-HRTimeline
River Wealth Advisors LLC4,957$301K0.04%-19713F-HRTimeline
Beaumont Financial Advisors, LLC4,917$299K0.02%-45213F-HRTimeline
First Interstate Bank4,907$298K0.02%+13213F-HRTimeline
Rockingstone Advisors LLC4,845$294K0.13%+1,07513F-HRTimeline
NewEdge Wealth, LLC4,830$293K0.01%-77713F-HRTimeline
WEDBUSH SECURITIES INC4,789$291K0.01%+23313F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC4,780$290K0.05%+113F-HRTimeline
Aspect Partners, LLC4,726$287K0.17%-53313F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/4,650$282K0.02%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…4,637$282K0.08%new13F-HRTimeline
Vannoy Advisory Group, Inc.4,541$276K0.21%013F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC4,533$275K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc4,513$274K0.01%+55613F-HRTimeline
HB Wealth Management, LLC4,504$274K<0.01%+57413F-HRTimeline
Modern Wealth Management, LLC4,481$272K0.01%-2,83913F-HR/ATimeline
Prosperity Consulting Group, LLC4,473$272K0.02%-1,65713F-HRTimeline
GTS SECURITIES LLC4,435$269K0.01%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC4,402$267K0.01%-2,43013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT4,393$267K0.01%+2013F-HRTimeline
KFA Private Wealth Group, LLC4,385$266K0.11%+26313F-HRTimeline
Bestgate Wealth Advisors, LLC4,358$265K0.53%13F-HRTimeline
Crescent Grove Advisors, LLC4,353$264K0.03%+8613F-HRTimeline
WRAPMANAGER INC4,332$263K0.07%-64413F-HRTimeline
Annex Advisory Services, LLC4,332$263K0.01%-1,11513F-HRTimeline
TFC Financial Management, Inc.4,249$258K0.04%-13413F-HRTimeline
Mullaney, Keating & Wright, Inc.4,190$255K0.17%+7613F-HRTimeline
Frank, Rimerman Advisors LLC4,184$254K0.02%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP4,046$252K0.04%013F-HRTimeline
Fort Vancouver Investment Management, L…4,125$251K0.21%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC4,122$250K0.01%+513F-HRTimeline
Stone Summit Wealth LLC4,110$250K0.08%-5213F-HRTimeline
ALLIANCEBERNSTEIN L.P.4,100$249K<0.01%013F-HRTimeline
Samalin Investment Counsel, LLC4,050$246K0.11%+28513F-HRTimeline
Financial Engines Advisors L.L.C.4,031$245K<0.01%+26013F-HRTimeline
FSC Wealth Advisors, LLC4,013$244K0.16%+1,09013F-HRTimeline
TRUEFG, LLC3,987$242K0.08%-12213F-HRTimeline
Montis Financial, LLC3,939$239K0.07%-90613F-HRTimeline
Linscomb Wealth, Inc.3,939$239K0.01%+7213F-HRTimeline
Archvest Wealth Advisors, Inc.3,915$238K0.17%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…3,877$236K<0.01%-53713F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC3,813$232K0.01%+913F-HRTimeline
AE Wealth Management LLC3,794$230K<0.01%-12413F-HRTimeline
Maia Wealth LLC3,663$228K0.05%-47913F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.3,759$228K<0.01%-1513F-HRTimeline
Dynamic Financial Group3,756$228K0.23%13F-HRTimeline
LPWM LLC3,721$226K0.07%-22013F-HRTimeline
Peloton Wealth Strategists3,713$226K0.09%+6013F-HRTimeline
Key Financial Inc3,718$226K0.05%+59313F-HRTimeline
Berger Financial Group, Inc3,706$225K0.02%-23213F-HRTimeline
BIRCH FINANCIAL GROUP, LLC3,681$224K0.25%13F-HRTimeline
Western Wealth Management, LLC3,656$222K0.01%-18113F-HR/ATimeline
Quadcap Wealth Management, LLC3,655$222K0.03%-60213F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…3,630$221K0.02%013F-HRTimelineGroup
Aurelius Family Office LLC3,574$217K0.11%13F-HRTimeline
Foster Victor Wealth Advisors, LLC3,564$217K0.02%-28913F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…3,569$217K0.22%-1,54413F-HRTimeline
Valmark Advisers, Inc.3,526$214K<0.01%-54513F-HRTimeline
Werba Rubin Papier Wealth Management3,511$213K0.05%+913F-HRTimeline
GREENLEAF TRUST3,486$212K<0.01%new13F-HRTimeline
PINNEY & SCOFIELD, INC.3,471$211K0.16%13F-HRTimeline
Montecito Bank & Trust3,465$210K0.04%013F-HRTimeline
Wealthspire Retirement, LLC3,447$209K0.02%+6313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,431$208K<0.01%-80413F-HRTimelineGroup
Belpointe Asset Management LLC3,133$207K0.01%-1,51913F-HRTimeline
Ashton Thomas Private Wealth, LLC3,381$205K0.01%new13F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …3,432$204K0.02%-9013F-HRTimelineGroup
Fee-Only Financial Planning, L.C.3,350$204K0.13%013F-HRTimeline
Frazier Financial Advisors, LLC3,286$200K0.16%+1513F-HRTimeline
Colorado Capital Management, Inc.3,017$183K0.09%013F-HRTimeline
SIGNATUREFD, LLC2,984$181K<0.01%+3613F-HRTimeline
Red Tortoise LLC2,953$179K0.09%+2713F-HRTimeline
Cassady Schiller Wealth Management, LLC2,878$175K0.06%013F-HRTimeline
GHP Investment Advisors, Inc.2,850$173K0.01%013F-HRTimeline
Princeton Global Asset Management LLC2,765$168K0.03%-6113F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,628$160K0.01%+2,43013F-HRTimelineGroup
CURIO WEALTH, LLC2,522$153K0.08%13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC2,337$142K0.01%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC2,300$140K0.18%+14313F-HRTimeline
SJS Investment Consulting Inc.2,280$139K0.02%013F-HRTimeline
Golden State Wealth Management, LLC2,230$135K0.02%13F-HRTimeline
Sandy Spring Bank2,168$132K0.01%+1013F-HRTimeline
Sage Mountain Advisors LLC2,077$126K0.01%013F-HRTimeline
Longview Financial Advisors LLC2,036$124K0.08%13F-HRTimeline
Capital Advisors, Ltd. LLC1,999$121K0.02%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,951$118K<0.01%+1213F-HRTimelineGroup
Dogwood Wealth Management LLC1,929$117K0.06%+14613F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC1,879$114K0.04%+3813F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,871$113K0.02%-26113F-HRTimeline
Arax Advisory Partners1,852$112K0.01%-27413F-HRTimeline
Park Place Capital Corp1,816$110K0.03%+3313F-HRTimeline
Glassman Wealth Services1,793$109K0.02%+713F-HRTimeline
HARBOUR INVESTMENTS, INC.1,697$103K<0.01%-3813F-HRTimeline
Kathleen S. Wright Associates Inc.1,694$103K0.04%013F-HRTimeline
Trust Co1,660$101K0.01%013F-HRTimeline
HORIZON BANCORP INC /IN/1,613$98K0.05%+14613F-HRTimeline
WOLFF WIESE MAGANA LLC1,565$95.1K0.06%+1213F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,502$92.7K0.01%+19213F-HRTimeline
PRIVATE TRUST CO NA1,436$87.2K0.01%+53613F-HRTimeline
Eagle Bay Advisors LLC1,429$86.8K0.05%+213F-HRTimeline
MeadowBrook Investment Advisors LLC891$86.3K0.08%+22813F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC1,418$86.1K0.02%013F-HRTimeline
Hexagon Capital Partners LLC1,414$85.9K0.02%+713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,383$84K<0.01%+64013F-HRTimelineGroup
Indiana Trust & Investment Management Co1,349$82K0.03%013F-HRTimeline
WealthCollab, LLC1,332$80.9K0.05%-43013F-HRTimeline
GAMMA Investing LLC1,313$79.8K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,286$78.1K0.01%-4913F-HRTimeline
Copia Wealth Management1,179$71.6K0.07%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,177$71.5K<0.01%013F-HRTimeline
Stonebridge Financial Group, LLC1,110$67.4K0.01%13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.1,095$66.5K0.03%-1013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC1,070$65K0.03%+2113F-HRTimeline
Grove Bank & Trust1,005$61.1K0.01%013F-HRTimeline
Transce3nd, LLC953$57.9K0.02%13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC931$56.5K0.02%+1913F-HRTimeline
JDM Financial Group LLC929$56.5K0.03%+113F-HRTimeline
Addison Advisors LLC925$56.2K0.02%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…896$55.9K<0.01%013F-HRTimeline
High Note Wealth, LLC901$54.7K0.01%new13F-HRTimeline
CENTRAL TRUST Co850$51.6K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…800$48.6K<0.01%-1913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…795$48.3K<0.01%new13F-HRTimelineGroup
Blue Trust, Inc.781$47.4K<0.01%013F-HR/ATimeline
MassMutual Private Wealth & Trust, FSB770$46.8K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC742$45.1K<0.01%+1013F-HRTimeline
OARSMAN CAPITAL, INC.721$43.8K0.01%+113F-HRTimeline
JNBA Financial Advisors700$42.5K<0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.688$41.8K0.02%013F-HRTimeline
AdvisorNet Financial, Inc687$41.7K<0.01%-31913F-HRTimeline
Empirical Asset Management, LLC38,457$38.5K0.01%new13F-HRTimeline
Atlatl Advisers LLC630$38.3K0.02%13F-HRTimeline
ZynergyRetirementPlanningLLC561$38K0.03%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.624$37.9K0.02%013F-HRTimeline
Cranbrook Wealth Management, LLC623$37.8K0.01%013F-HRTimeline
Bristlecone Advisors, LLC613$37.2K<0.01%013F-HRTimeline
NorthRock Partners, LLC602$36.6K<0.01%013F-HR/ATimeline
Venturi Wealth Management, LLC579$35.2K<0.01%+14113F-HRTimeline
HAZLETT, BURT & WATSON, INC.556$35K0.02%+413F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…575$35K0.01%+12413F-HRTimeline
Perkins Coie Trust Co568$34.5K0.01%013F-HRTimeline
Running Point Capital Advisors, LLC568$34.5K0.01%+55513F-HRTimeline
HM PAYSON & CO562$34.1K<0.01%+44013F-HRTimeline
Atlantic Edge Private Wealth Management…528$32.1K0.01%+51613F-HRTimeline
Hemington Wealth Management528$32K0.01%+1013F-HRTimeline
Tradewinds Capital Management, LLC508$30.9K0.01%013F-HRTimeline
Private Wealth Management Group, LLC489$29.7K0.01%-7013F-HRTimeline
City State Bank479$29.1K0.01%013F-HRTimeline
Providence First Trust Co455$27.6K0.01%new13F-HRTimeline
MCF Advisors LLC451$27.4K<0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD451$27.4K0.02%013F-HRTimeline
Glass Jacobson Investment Advisors llc416$25.3K0.01%+2913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.