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Disclosery

SCZ ISHARES TR

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ETF (fund)

711 managers (720 13F filers) reported a position in SCZ shares at 2025-06-30, 102,428,189 shares in all. 65 filers opened a position and 36 filers sold out during the quarter.

Managers
711
13F filers
720
New
65
Added
244
Reduced
270
Sold out
36
Shares held by filers
102,428,189

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
SENTINEL WEALTH MANAGEMENT, INC.6,426$467K0.44%13F-HR/ATimeline
Brickley Wealth Management6,421$467K0.09%-15413F-HRTimeline
NWAM LLC6,400$464K0.03%+3,06313F-HR/ATimeline
HEADINVEST, LLC6,370$463K0.1%013F-HRTimeline
Braun-Bostich & Associates Inc.6,295$458K0.31%-4,43413F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC6,262$455K0.28%013F-HRTimeline
Valeo Financial Advisors, LLC6,198$450K0.01%+93413F-HR/ATimeline
CM WEALTH ADVISORS LLC6,141$446K0.13%+1,63313F-HRTimeline
Wealthspire Advisors, LLC6,140$446K<0.01%+11913F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC6,065$441K0.06%+5013F-HRTimeline
Strive Asset Management, LLC6,016$437K0.26%-16,47213F-HRTimeline
Cornerstone Wealth Advisors, Inc.5,965$434K0.11%-27513F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC5,910$430K0.09%-4,45713F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC5,847$424K0.08%+8713F-HRTimeline
Integrated Advisors Network LLC5,816$423K0.02%-35513F-HRTimeline
Compass Ion Advisors, LLC5,803$422K0.05%-7813F-HRTimeline
CWM, LLCin group CWM, LLC5,759$419K<0.01%-69813F-HRTimelineGroup
NewEdge Wealth, LLC5,609$419K0.01%+77913F-HRTimeline
Sierra Capital LLC5,723$416K0.05%013F-HRTimeline
PITCAIRN COin group PITCAIRN CO5,662$412K0.03%013F-HR/ATimelineGroup
TWO SIGMA SECURITIES, LLC5,658$411K0.05%-16,55413F-HRTimeline
Moloney Securities Asset Management, LLC5,645$410K0.05%+10913F-HRTimeline
Sand Hill Global Advisors, LLC5,623$409K0.02%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC5,545$403K0.01%-1813F-HRTimelineGroup
FSC Wealth Advisors, LLC5,511$401K0.25%+27113F-HR/ATimeline
BOK Financial Private Wealth, Inc.5,510$400K0.03%013F-HRTimeline
Robertson Stephens Wealth Management, L…5,440$395K0.01%new13F-HRTimeline
AllSquare Wealth Management LLC5,424$394K0.22%013F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC5,419$394K0.01%-6,04913F-HRTimeline
GW&K Investment Management, LLC5,402$393K<0.01%013F-HRTimeline
Embree Financial Group5,390$392K0.06%-37413F-HRTimeline
Galvin, Gaustad & Stein, LLC5,340$388K0.03%-60013F-HRTimeline
Fort Vancouver Investment Management, L…5,304$385K0.26%+2,46813F-HRTimeline
CoreCap Advisors, LLC5,114$372K0.01%-20813F-HRTimeline
Samalin Investment Counsel, LLC5,094$370K0.14%+33113F-HRTimeline
Watts Gwilliam & Co., LLC4,786$369K0.06%-1,90513F-HRTimeline
Latitude Advisors, LLC5,078$369K0.19%-19413F-HRTimeline
Meridian Financial Advisors, LLC5,072$369K0.24%+213F-HRTimeline
VISTA INVESTMENT MANAGEMENT5,028$365K0.14%+313F-HRTimeline
Janney Montgomery Scott LLC4,973$361K<0.01%-2813F-HRTimeline
First Interstate Bank4,907$357K0.02%013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC4,852$353K0.09%-30013F-HRTimeline
Sanctuary Advisors, LLC4,772$347K<0.01%-30713F-HRTimeline
Maia Wealth LLC4,769$347K0.07%+10913F-HRTimeline
WEDBUSH SECURITIES INC4,751$345K0.01%-4313F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC4,722$343K0.05%-5813F-HRTimeline
Sigma Planning Corp4,716$343K0.01%new13F-HRTimeline
Discipline Wealth Solutions, LLC4,714$343K0.13%new13F-HRTimeline
KFA Private Wealth Group, LLC4,666$339K0.11%+13713F-HRTimeline
Biltmore Family Office, LLC4,665$339K0.06%013F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/4,650$338K0.02%013F-HRTimeline
Caliber Wealth Management, LLC / KS4,592$334K0.04%new13F-HRTimeline
Beaumont Financial Advisors, LLC4,567$332K0.02%-35013F-HRTimeline
Integrated Capital Management, LLC4,434$325K0.16%+9213F-HRTimeline
Vannoy Advisory Group, Inc.4,462$324K0.22%-7913F-HRTimeline
Apella Capital, LLC4,492$324K0.01%-2613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,446$323K<0.01%+28513F-HRTimelineGroup
Crescent Grove Advisors, LLC4,419$321K0.03%+6613F-HRTimeline
Federation des caisses Desjardins du Qu…4,403$320K<0.01%-1,91413F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP4,336$315K0.05%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,330$315K0.01%+53913F-HRTimeline
Foundations Investment Advisors, LLC4,268$310K<0.01%-1513F-HRTimeline
Mullaney, Keating & Wright, Inc.4,248$309K0.2%+5813F-HRTimeline
Smartleaf Asset Management LLC4,263$309K0.03%+56813F-HRTimeline
Rockingstone Advisors LLC4,245$309K0.16%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC4,230$307K0.01%-3613F-HRTimeline
Fortis Capital Advisors, LLC4,197$305K0.05%013F-HRTimeline
Legacy Edge Advisors, LLC4,154$302K0.04%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,154$302K<0.01%-6513F-HRTimelineGroup
DMC Group, LLC4,102$298K0.23%new13F-HRTimeline
ALLIANCEBERNSTEIN L.P.4,100$298K<0.01%013F-HRTimeline
Columbus Macro, LLC4,087$297K0.04%-24113F-HRTimeline
River Wealth Advisors LLC4,074$296K0.04%-49013F-HRTimeline
Ashton Thomas Private Wealth, LLC4,067$296K0.01%+68613F-HRTimeline
Wealth Preservation Advisors, LLC4,063$295K0.18%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd4,051$294K0.01%new13F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP4,045$294K<0.01%-12113F-HRTimelineGroup
Beckerman Institutional, LLC4,026$293K0.19%-53513F-HRTimeline
Stone Summit Wealth LLC4,005$291K0.09%013F-HRTimeline
Montis Financial, LLC3,949$287K0.08%+3913F-HRTimeline
Foster Victor Wealth Advisors, LLC3,904$286K0.02%+33813F-HRTimeline
TRUEFG, LLC3,927$285K0.08%-4113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,880$282K<0.01%+20313F-HRTimelineGroup
EAGLE ROCK INVESTMENT COMPANY, LLC3,873$281K0.04%+18213F-HRTimeline
Bestgate Wealth Advisors, LLC4,358$277K0.57%013F-HRTimeline
LongView Wealth Management3,796$276K0.08%-9,03013F-HRTimeline
MFA Wealth Services3,773$274K0.21%new13F-HRTimeline
Armstrong, Fleming & Moore, Inc3,760$273K0.15%new13F-HRTimeline
Dynamic Financial Group3,754$273K0.26%013F-HRTimeline
OneDigital Investment Advisors LLC3,715$270K<0.01%-13813F-HRTimeline
Williams Jones Wealth Management, LLC.3,700$269K<0.01%new13F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…3,616$263K0.02%-1413F-HRTimelineGroup
UP STRATEGIC WEALTH INVESTMENT ADVISORS…3,569$259K0.2%013F-HRTimeline
Aurelius Family Office LLC3,544$258K0.12%-3013F-HRTimeline
Werba Rubin Papier Wealth Management3,536$257K0.05%+2513F-HRTimeline
GARRISON POINT ADVISORS, LLC3,529$256K0.12%+7013F-HRTimeline
Fisher Asset Management, LLC3,520$256K<0.01%new13F-HRTimeline
AE Wealth Management LLC3,512$255K<0.01%+7613F-HRTimeline
Wealthfront Advisers LLC3,504$255K<0.01%new13F-HRTimeline
Key Financial Inc3,504$255K0.05%-21013F-HRTimeline
Linscomb Wealth, Inc.3,479$253K0.01%-35713F-HRTimeline
PINNEY & SCOFIELD, INC.3,471$252K0.17%013F-HRTimeline
Archvest Wealth Advisors, Inc.3,469$252K0.22%-17513F-HRTimeline
Single Point Partners, LLC3,469$252K0.06%-1,74213F-HRTimeline
Annex Advisory Services, LLC3,452$251K0.01%-47313F-HRTimeline
Fee-Only Financial Planning, L.C.3,350$243K0.15%013F-HRTimeline
LPWM LLC3,336$242K0.07%-36813F-HRTimeline
Maltin Wealth Management, Inc.3,335$242K0.11%new13F-HRTimeline
Archer Investment Management, LLC3,328$242K0.18%013F-HRTimeline
Frazier Financial Advisors, LLC3,316$241K0.17%+3013F-HRTimeline
Ocean Park Asset Management, LLC3,770$240K0.01%013F-HRTimeline
Sovran Advisors, LLC3,290$239K0.03%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK3,279$238K<0.01%new13F-HRTimelineGroup
Granite Harbor Advisors, Inc.3,270$238K0.11%013F-HRTimeline
WRAPMANAGER INC3,256$237K0.06%-28213F-HRTimeline
Note Advisors, LLC3,236$235K0.16%-1,68913F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.3,202$233K0.02%new13F-HRTimelineGroup
Upper Left Wealth Management, LLC3,174$231K0.15%new13F-HRTimeline
Willow Creek Wealth Management Inc.3,173$231K0.02%-11013F-HRTimeline
CEERA INVESTMENTS, LLC3,150$229K0.07%013F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …3,039$228K0.01%-23813F-HRTimelineGroup
Dynamic Advisor Solutions LLC3,102$225K0.01%new13F-HRTimeline
MAS Advisors LLC3,082$224K0.37%new13F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC3,077$224K0.17%new13F-HRTimeline
Berger Financial Group, Inc3,031$220K0.01%new13F-HRTimeline
Ellis Investment Partners, LLC3,028$220K0.04%new13F-HRTimeline
Michels Family Financial, LLC3,026$220K0.19%new13F-HRTimeline
Colorado Capital Management, Inc.3,017$219K0.09%new13F-HRTimeline
SIGNATUREFD, LLC3,008$219K<0.01%+2413F-HRTimeline
GREENLEAF TRUST2,982$217K<0.01%new13F-HRTimeline
Red Tortoise LLC2,974$216K0.11%+2113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,932$213K<0.01%new13F-HR/ATimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,919$212K0.01%new13F-HRTimelineGroup
CLARIS ADVISORS, LLC / MO /2,889$210K0.07%new13F-HRTimeline
Wick Capital Partners, LLC5,248$208K0.05%new13F-HRTimeline
GHP Investment Advisors, Inc.2,850$207K0.01%013F-HRTimeline
New Covenant Trust Company, N.A.2,853$207K0.18%new13F-HRTimeline
Modern Wealth Management, LLC2,836$206K0.01%-75213F-HR/ATimeline
SIGNET FINANCIAL MANAGEMENT, LLC2,833$206K0.03%new13F-HRTimeline
First National Advisers, LLCin group FIRST NATIONAL BANK OF OMAHA2,800$204K0.03%new13F-HRTimelineGroup
COREPATH WEALTH PARTNERS LLC2,749$201K0.17%new13F-HRTimeline
AdvisorNet Financial, Inc2,723$198K0.01%+50413F-HRTimeline
TFC Financial Management, Inc.2,546$185K0.03%+1213F-HRTimeline
CURIO WEALTH, LLC2,522$183K0.08%+2,52013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC2,334$170K0.01%013F-HRTimeline
SJS Investment Consulting Inc.2,280$166K0.03%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC2,161$157K0.2%-2913F-HRTimeline
Annis Gardner Whiting Capital Advisors,…2,111$153K0.05%-47013F-HRTimeline
Capital Advisors, Ltd. LLC2,080$151K0.02%+78513F-HRTimeline
Sage Mountain Advisors LLC2,077$151K0.01%013F-HRTimeline
Longview Financial Advisors LLC2,036$148K0.09%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC2,000$145K0.04%+2613F-HRTimeline
Arax Advisory Partners1,902$138K0.01%+2813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,889$137K<0.01%-6213F-HRTimelineGroup
Golden State Wealth Management, LLC1,863$135K0.02%+213F-HRTimeline
Park Place Capital Corp1,858$135K0.03%-1913F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,819$132K<0.01%-1,95113F-HRTimeline
Glassman Wealth Services1,786$130K0.02%-4313F-HRTimeline
Dogwood Wealth Management LLC1,771$129K0.06%-15813F-HRTimeline
Trust Co1,660$121K0.01%013F-HRTimeline
Kathleen S. Wright Associates Inc.1,653$120K0.05%013F-HRTimeline
LANARK FINANCIAL, INC.1,614$117K0.01%013F-HRTimeline
Bristlecone Advisors, LLC1,593$116K0.01%-2013F-HRTimeline
WOLFF WIESE MAGANA LLC1,565$114K0.07%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,559$113K<0.01%new13F-HRTimelineGroup
HORIZON BANCORP INC /IN/1,476$107K0.05%-13713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WealthCollab, LLC1,332$96.8K0.05%013F-HRTimeline
GAMMA Investing LLC1,313$95.4K0.01%013F-HRTimeline
TRUST CO OF VERMONT1,274$92.6K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,255$91.4K0.01%+37113F-HRTimeline
Copia Wealth Management1,210$87.9K0.07%+3113F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,177$85.5K0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,150$83.6K0.01%013F-HRTimeline
Indiana Trust & Investment Management Co1,089$79.1K0.03%-26013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC1,087$79K0.03%+1713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,070$77.7K0.01%+1413F-HRTimeline
Addison Advisors LLC1,021$74.2K0.02%+9613F-HRTimeline
Capital Investment Advisory Services, L…1,009$73.3K0.01%+10013F-HRTimeline
Grove Bank & Trust1,005$73K0.01%013F-HRTimeline
CENTRAL TRUST Co985$71.6K<0.01%+13513F-HRTimeline
ELEVATE WEALTH ADVISORY, INC960$69.8K0.05%+90913F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.950$69K0.03%-5113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC945$68.7K0.03%+1413F-HRTimeline
JDM Financial Group LLC930$67.6K0.03%+113F-HRTimeline
High Note Wealth, LLC901$65.5K0.01%013F-HRTimeline
Transce3nd, LLC901$65.5K0.03%-613F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…896$65.1K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC846$61.5K<0.01%+35813F-HRTimelineGroup
Brooklyn Investment Group836$60.7K0.01%+69913F-HR/ATimeline
Sound Income Strategies, LLC750$54.5K<0.01%+813F-HRTimeline
Harbor Asset Planning, Inc.738$53.7K0.05%13F-HRTimeline
JNBA Financial Advisors708$51.4K<0.01%+813F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.688$50K0.02%013F-HRTimeline
MeadowBrook Investment Advisors LLC663$48.2K0.04%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.624$45.4K0.02%013F-HRTimeline
Cranbrook Wealth Management, LLC623$45.3K0.01%013F-HRTimeline
Perkins Coie Trust Co568$41.3K0.01%-14613F-HRTimeline
City State Bank529$38.4K0.01%013F-HRTimeline
Hemington Wealth Management536$38K0.01%+813F-HRTimeline
Atlantic Edge Private Wealth Management…516$37.5K0.01%-1213F-HRTimeline