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Disclosery

SCZ ISHARES TR

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ETF (fund)

682 managers (691 13F filers) reported a position in SCZ shares at 2025-03-31, 103,551,688 shares in all. 47 filers opened a position and 54 filers sold out during the quarter.

Managers
682
13F filers
691
New
47
Added
190
Reduced
286
Sold out
54
Shares held by filers
103,551,688

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,784$422K0.01%+5,98913F-HRTimelineGroup
Beaird Harris Wealth Management, LLC6,633$421K0.04%013F-HRTimeline
Spectrum Wealth Counsel, LLC6,612$420K0.05%-4013F-HRTimeline
Brickley Wealth Management6,575$418K0.09%013F-HRTimeline
Empower Advisory Group, LLC6,482$412K<0.01%-36413F-HRTimeline
Courage Miller Partners, LLC6,454$410K0.14%+15113F-HRTimeline
CWM, LLCin group CWM, LLC6,457$410K<0.01%+46813F-HRTimelineGroup
HEADINVEST, LLC6,370$405K0.08%013F-HRTimeline
Federation des caisses Desjardins du Qu…6,317$401K<0.01%-426,54913F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC6,262$398K0.25%-91413F-HRTimeline
Cornerstone Wealth Advisors, Inc.6,240$396K0.11%+3013F-HRTimeline
Savvy Advisors, Inc.6,217$395K0.04%+62913F-HRTimeline
Integrated Advisors Network LLC6,171$392K0.02%013F-HRTimeline
Wealthspire Advisors, LLC6,021$383K<0.01%-44613F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC6,015$382K0.06%013F-HRTimeline
Galvin, Gaustad & Stein, LLC5,940$377K0.03%-3,68713F-HRTimeline
Compass Ion Advisors, LLC5,881$374K0.04%-38513F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC5,760$368K0.08%013F-HRTimeline
Embree Financial Group5,764$366K0.06%-4713F-HRTimeline
Sierra Capital LLC5,723$364K0.04%013F-HRTimeline
PITCAIRN COin group PITCAIRN CO5,662$360K0.02%013F-HRTimelineGroup
Sand Hill Global Advisors, LLC5,623$357K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC5,563$353K0.01%+1813F-HRTimelineGroup
Moloney Securities Asset Management, LLC5,536$352K0.05%013F-HRTimeline
BOK Financial Private Wealth, Inc.5,510$350K0.03%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT5,496$349K0.01%+1,10313F-HRTimeline
AllSquare Wealth Management LLC5,424$345K0.2%013F-HRTimeline
GW&K Investment Management, LLC5,402$343K<0.01%+42213F-HRTimeline
CoreCap Advisors, LLC5,322$338K0.01%-1,78413F-HRTimeline
Latitude Advisors, LLC5,272$335K0.19%-37113F-HRTimeline
Valeo Financial Advisors, LLC5,264$334K0.01%-38213F-HRTimeline
FSC Wealth Advisors, LLC5,240$333K0.22%+1,22713F-HRTimeline
Single Point Partners, LLC5,211$331K0.08%-3,98613F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC5,152$327K0.09%013F-HRTimeline
Sanctuary Advisors, LLC5,079$323K<0.01%-14613F-HRTimeline
Meridian Financial Advisors, LLC5,070$322K0.23%+113F-HRTimeline
VISTA INVESTMENT MANAGEMENT5,025$319K0.12%-21113F-HRTimeline
Janney Montgomery Scott LLC5,001$318K<0.01%-35613F-HRTimeline
Note Advisors, LLC4,925$313K0.26%-2,26313F-HRTimeline
Beaumont Financial Advisors, LLC4,917$312K0.02%013F-HRTimeline
First Interstate Bank4,907$312K0.02%013F-HRTimeline
NewEdge Wealth, LLC4,830$307K0.01%013F-HRTimeline
WEDBUSH SECURITIES INC4,794$305K0.01%+513F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC4,780$304K0.05%013F-HRTimeline
Samalin Investment Counsel, LLC4,763$303K0.12%+71313F-HRTimeline
Biltmore Family Office, LLC4,665$296K0.05%-1,50213F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/4,650$295K0.02%013F-HRTimeline
Maia Wealth LLC4,660$295K0.07%+99713F-HRTimeline
Beckerman Institutional, LLC4,561$290K0.21%-87513F-HRTimeline
River Wealth Advisors LLC4,564$290K0.04%-39313F-HRTimeline
Vannoy Advisory Group, Inc.4,541$288K0.21%013F-HRTimeline
KFA Private Wealth Group, LLC4,529$288K0.1%+14413F-HRTimeline
CM WEALTH ADVISORS LLC4,508$286K0.09%new13F-HRTimeline
HB Wealth Management, LLC4,504$286K<0.01%013F-HRTimeline
Bestgate Wealth Advisors, LLC4,358$277K0.57%013F-HRTimeline
Crescent Grove Advisors, LLC4,353$277K0.03%013F-HRTimeline
Apella Capital, LLC4,518$276K0.01%new13F-HRTimeline
Integrated Capital Management, LLC4,342$276K0.15%-4,42513F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP4,336$275K0.04%+29013F-HRTimeline
Columbus Macro, LLC4,328$275K0.04%-68413F-HRTimeline
Aspect Partners, LLC4,289$272K0.16%-43713F-HRTimeline
Foundations Investment Advisors, LLC4,283$272K0.01%-1,54013F-HRTimeline
U.S. Capital Wealth Advisors, LLC4,266$271K0.01%-13613F-HRTimeline
Rockingstone Advisors LLC4,245$270K0.12%-60013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,219$268K<0.01%+34213F-HRTimelineGroup
Belpointe Asset Management LLC4,197$267K0.01%+1,06413F-HRTimeline
Fortis Capital Advisors, LLC4,197$267K0.05%new13F-HRTimeline
Mullaney, Keating & Wright, Inc.4,190$266K0.18%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP4,166$265K<0.01%-1,21613F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,161$264K<0.01%-3,47313F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.4,100$260K<0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC4,063$258K0.18%13F-HRTimeline
Stone Summit Wealth LLC4,005$254K0.09%-10513F-HRTimeline
TRUEFG, LLC3,968$252K0.08%-1913F-HRTimeline
Annex Advisory Services, LLC3,925$249K0.01%-40713F-HRTimeline
Montis Financial, LLC3,910$248K0.07%-2913F-HRTimeline
OneDigital Investment Advisors LLC3,853$245K<0.01%-6,32213F-HRTimeline
Linscomb Wealth, Inc.3,836$244K0.01%-10313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC3,791$241K0.01%-2213F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC3,770$240K<0.01%new13F-HRTimeline
Ocean Park Asset Management, LLC3,770$240K0.01%new13F-HRTimeline
Dynamic Financial Group3,754$238K0.24%-213F-HRTimeline
Smartleaf Asset Management LLC3,695$238K0.02%+3,29113F-HRTimeline
Key Financial Inc3,714$236K0.05%-413F-HRTimeline
LPWM LLC3,704$235K0.08%-1713F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC3,691$234K0.04%new13F-HRTimeline
Archvest Wealth Advisors, Inc.3,644$232K0.19%-27113F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…3,630$231K0.02%013F-HRTimelineGroup
Modern Wealth Management, LLC3,588$228K0.01%-89313F-HR/ATimeline
Aurelius Family Office LLC3,574$227K0.12%013F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…3,569$227K0.2%013F-HRTimeline
Montecito Bank & Trust3,542$225K0.04%+7713F-HRTimeline
WRAPMANAGER INC3,538$225K0.06%-79413F-HRTimeline
AlphaCore Capital LLC3,523$224K0.02%new13F-HRTimeline
Orin Green Financial, LLC3,479$224K0.11%new13F-HRTimeline
Werba Rubin Papier Wealth Management3,511$223K0.05%013F-HRTimeline
Foster Victor Wealth Advisors, LLC3,566$222K0.02%+213F-HRTimeline
PINNEY & SCOFIELD, INC.3,471$221K0.16%013F-HRTimeline
GARRISON POINT ADVISORS, LLC3,459$220K0.11%new13F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …3,277$219K0.02%-15513F-HRTimelineGroup
AE Wealth Management LLC3,436$218K<0.01%-35813F-HRTimeline
Ashton Thomas Private Wealth, LLC3,381$215K0.01%013F-HRTimeline
Fee-Only Financial Planning, L.C.3,350$213K0.15%013F-HRTimeline
NWAM LLC3,337$212K0.02%-60,57713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,677$212K<0.01%-4,97613F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,330$212K<0.01%-10113F-HRTimelineGroup
Archer Investment Management, LLC3,328$211K0.15%new13F-HRTimeline
Frazier Financial Advisors, LLC3,286$209K0.16%013F-HRTimeline
Willow Creek Wealth Management Inc.3,283$209K0.02%new13F-HRTimeline
Granite Harbor Advisors, Inc.3,270$208K0.11%new13F-HRTimeline
CEERA INVESTMENTS, LLC3,150$200K0.07%new13F-HRTimeline
SIGNATUREFD, LLC2,984$190K<0.01%013F-HRTimeline
Red Tortoise LLC2,953$188K0.1%013F-HRTimeline
GHP Investment Advisors, Inc.2,850$181K0.01%013F-HRTimeline
Fort Vancouver Investment Management, L…2,836$180K0.14%-1,28913F-HRTimeline
Annis Gardner Whiting Capital Advisors,…2,581$164K0.07%-2,05613F-HRTimeline
TFC Financial Management, Inc.2,534$161K0.02%-1,71513F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC2,334$148K0.01%-313F-HRTimeline
SJS Investment Consulting Inc.2,280$145K0.02%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,221$141K0.01%-40713F-HRTimelineGroup
AdvisorNet Financial, Inc2,219$141K0.01%+1,53213F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC2,190$139K0.19%-11013F-HRTimeline
Sage Mountain Advisors LLC2,077$132K0.01%013F-HRTimeline
Longview Financial Advisors LLC2,036$129K0.09%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC1,974$125K0.04%+9513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,951$124K<0.01%013F-HRTimelineGroup
Dogwood Wealth Management LLC1,929$123K0.06%013F-HRTimeline
Park Place Capital Corp1,877$119K0.03%+6113F-HRTimeline
Arax Advisory Partners1,874$119K0.01%+2213F-HRTimeline
Golden State Wealth Management, LLC1,861$118K0.02%-36913F-HR/ATimeline
Glassman Wealth Services1,829$116K0.02%+3613F-HRTimeline
Hexagon Capital Partners LLC1,808$115K0.02%+39413F-HRTimeline
Trust Co1,660$105K0.01%013F-HRTimeline
Kathleen S. Wright Associates Inc.1,653$105K0.04%-4113F-HRTimeline
Bristlecone Advisors, LLC1,613$102K0.01%+1,00013F-HRTimeline
LANARK FINANCIAL, INC.1,614$102K0.01%+1,61313F-HRTimeline
HORIZON BANCORP INC /IN/1,613$102K0.06%013F-HRTimeline
NorthRock Partners, LLC1,591$101K<0.01%+98913F-HRTimeline
WOLFF WIESE MAGANA LLC1,565$99.4K0.07%013F-HRTimeline
Sandy Spring Bank1,536$97.6K<0.01%-63213F-HRTimeline
HARBOUR INVESTMENTS, INC.1,473$93.6K<0.01%-22413F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC1,418$90.1K0.02%013F-HRTimeline
Indiana Trust & Investment Management Co1,349$85.7K0.03%013F-HRTimeline
WealthCollab, LLC1,332$84.6K0.05%013F-HRTimeline
GAMMA Investing LLC1,313$83.4K0.01%013F-HR/ATimeline
Capital Advisors, Ltd. LLC1,295$82K0.01%-70413F-HRTimeline
TRUST CO OF VERMONT1,274$80.9K<0.01%new13F-HRTimeline
Copia Wealth Management1,179$74.9K0.07%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,177$74.8K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,159$73.6K<0.01%-22413F-HRTimelineGroup
PRIVATE TRUST CO NA1,150$73.1K0.01%-28613F-HRTimeline
Stonebridge Financial Group, LLC1,110$70.5K0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC1,070$68K0.03%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,056$67.1K0.01%-23013F-HRTimeline
McClarren Financial Advisors, Inc.63$66K0.04%new13F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK1,010$64.2K<0.01%new13F-HRTimelineGroup
Grove Bank & Trust1,005$63.8K0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.1,001$63.6K0.03%-9413F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC931$59.1K0.03%013F-HRTimeline
JDM Financial Group LLC929$59K0.03%013F-HRTimeline
Addison Advisors LLC925$58.8K0.02%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…896$58.4K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…909$57.7K0.01%+10913F-HRTimeline
Transce3nd, LLC907$57.6K0.03%-4613F-HRTimeline
High Note Wealth, LLC901$57.2K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…884$56.2K0.01%+30913F-HRTimeline
CENTRAL TRUST Co850$54K<0.01%013F-HRTimeline
Sound Income Strategies, LLC742$47.2K<0.01%013F-HRTimeline
Perkins Coie Trust Co714$45.4K0.01%+14613F-HRTimeline
JNBA Financial Advisors700$44.5K<0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.688$43.7K0.02%013F-HRTimeline
MeadowBrook Investment Advisors LLC663$42.1K0.04%-22813F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.624$39.6K0.02%013F-HRTimeline
Cranbrook Wealth Management, LLC623$39.6K0.01%013F-HRTimeline
ZynergyRetirementPlanningLLC561$34.1K0.02%013F-HRTimeline
City State Bank529$33.6K0.01%+5013F-HRTimeline
Atlantic Edge Private Wealth Management…528$33.5K0.01%013F-HRTimeline
Hemington Wealth Management528$33K0.01%013F-HRTimeline
Running Point Capital Advisors, LLC513$32.6K0.01%-5513F-HRTimeline
Tradewinds Capital Management, LLC510$32.4K0.01%+213F-HRTimeline
Private Wealth Management Group, LLC489$31.1K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC488$31K<0.01%+24013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…471$29.9K<0.01%+41913F-HRTimelineGroup
MCF Advisors LLC451$28.7K<0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD451$28.7K0.02%013F-HRTimeline
Covenant Partners, LLC448$28.5K0.01%-131,32613F-HRTimeline
DiNuzzo Private Wealth, Inc.405$25.7K<0.01%013F-HRTimeline
Stephens Consulting, LLC403$25.6K0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc416$25.3K0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors388$24.6K<0.01%013F-HRTimelineGroup
Murphy & Mullick Capital Management Corp369$23.4K0.02%013F-HRTimeline
GPS Wealth Strategies Group, LLC367$23.3K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC356$22.6K<0.01%013F-HRTimelineGroup
AMERICAN NATIONAL BANK & TRUST352$22.4K<0.01%-1813F-HRTimeline
NFSG Corp334$21.2K0.01%+13413F-HRTimeline
TUCKER ASSET MANAGEMENT LLC333$21.2K0.01%013F-HRTimeline
MRP Capital Investments, LLC331$21K0.02%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.336$21K0.01%-22013F-HRTimeline
IAG Wealth Partners, LLC326$20.7K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd314$19.9K<0.01%new13F-HRTimeline