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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 2025-09-30, 101,023,066 shares in all. 37 filers opened a position and 43 filers sold out during the quarter.

Managers
698
13F filers
707
New
37
Added
184
Reduced
287
Sold out
43
Shares held by filers
101,023,066

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
PRESILIUM PRIVATE WEALTH, LLC5,910$453K0.09%013F-HRTimeline
Montecito Bank & Trust5,897$452K0.07%13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC5,847$449K0.08%013F-HRTimeline
Integrated Advisors Network LLC5,823$447K0.02%+713F-HRTimeline
Cornerstone Wealth Advisors, Inc.5,800$445K0.11%-16513F-HRTimeline
Sierra Capital LLC5,723$439K0.05%013F-HRTimeline
Sand Hill Global Advisors, LLC5,623$431K0.02%013F-HRTimeline
Moloney Securities Asset Management, LLC5,617$431K0.05%-2813F-HRTimeline
BOK Financial Private Wealth, Inc.5,602$430K0.03%+9213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC5,545$425K0.01%013F-HRTimelineGroup
THOMPSON SIEGEL & WALMSLEY LLC5,546$425K0.01%+12713F-HRTimeline
Compass Ion Advisors, LLC5,490$421K0.04%-31313F-HRTimeline
AllSquare Wealth Management LLC5,424$416K0.22%013F-HRTimeline
GW&K Investment Management, LLC5,402$414K<0.01%013F-HRTimeline
Galvin, Gaustad & Stein, LLC5,340$410K0.03%013F-HRTimeline
Fort Vancouver Investment Management, L…5,281$405K0.22%-2313F-HRTimeline
Smartleaf Asset Management LLC5,263$403K0.02%+1,00013F-HRTimeline
AE Wealth Management LLC5,247$403K<0.01%+1,73513F-HRTimeline
Sanctuary Advisors, LLC5,247$403K<0.01%+47513F-HR/ATimeline
Maia Wealth LLC5,260$402K0.07%+49113F-HRTimeline
Samalin Investment Counsel, LLC5,226$401K0.14%+13213F-HRTimeline
Valeo Financial Advisors, LLC5,078$390K0.01%-1,12013F-HRTimeline
ARK & TLK INVESTMENTS, LLC5,069$389K0.12%-2,12613F-HRTimeline
VISTA INVESTMENT MANAGEMENT5,055$388K0.14%+2713F-HRTimeline
Janney Montgomery Scott LLC4,985$382K<0.01%+1213F-HRTimeline
First Interstate Bank4,907$376K0.02%013F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/4,900$376K0.02%+25013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,899$376K<0.01%+45313F-HRTimelineGroup
COLLECTIVE FAMILY OFFICE LLC4,821$370K0.09%-3113F-HRTimeline
Legacy Edge Advisors, LLC4,814$369K0.04%+66013F-HRTimeline
WEDBUSH SECURITIES INC4,803$368K0.01%+5213F-HRTimeline
Watts Gwilliam & Co., LLC4,786$367K0.06%013F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC4,736$363K0.05%+1413F-HRTimeline
Embree Financial Group4,710$361K0.05%-68013F-HRTimeline
Meridian Financial Advisors, LLC4,672$358K0.2%-40013F-HRTimeline
Biltmore Family Office, LLC4,665$358K0.05%013F-HRTimeline
Latitude Advisors, LLC4,660$358K0.16%-41813F-HRTimeline
Crescent Grove Advisors, LLC4,578$351K0.03%+15913F-HRTimeline
Bestgate Wealth Advisors, LLC4,492$345K0.61%+13413F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC4,486$344K<0.01%-56,64113F-HR/ATimelineGroup
Vannoy Advisory Group, Inc.4,462$342K0.22%013F-HRTimeline
KFA Private Wealth Group, LLC4,384$336K0.1%-28213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,372$335K0.01%+4213F-HRTimeline
Apella Capital, LLC4,292$329K0.01%-20013F-HRTimeline
Mullaney, Keating & Wright, Inc.4,248$326K0.18%013F-HRTimeline
Rockingstone Advisors LLC4,245$326K0.16%013F-HRTimeline
GTS SECURITIES LLC4,243$326K0.01%-2,94713F-HRTimeline
Fortis Capital Advisors, LLC4,197$322K0.05%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,185$321K<0.01%+30513F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…4,154$319K<0.01%013F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.4,100$315K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.4,095$314K0.01%+3,92713F-HRTimeline
Wealth Preservation Advisors, LLC4,063$312K0.18%013F-HRTimeline
Integrated Capital Management, LLC3,975$310K0.14%-45913F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP4,020$308K<0.01%-2513F-HR/ATimelineGroup
LongView Wealth Management4,017$308K0.08%+22113F-HRTimeline
Beckerman Institutional, LLC3,998$307K0.18%-2813F-HRTimeline
Columbus Macro, LLC3,962$304K0.03%-12513F-HRTimeline
TRUEFG, LLC3,927$301K0.08%013F-HRTimeline
Beaumont Financial Advisors, LLC3,877$297K0.02%-69013F-HRTimeline
River Wealth Advisors LLC3,876$297K0.03%-19813F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC3,843$295K0.04%-3013F-HRTimeline
Federation des caisses Desjardins du Qu…3,833$294K<0.01%-57013F-HRTimeline
Strive Asset Management, LLC3,827$294K0.16%-2,18913F-HR/ATimeline
GARRISON POINT ADVISORS, LLC3,824$293K0.12%+29513F-HRTimeline
Forefront Wealth Partners, LLC3,806$292K0.07%new13F-HRTimeline
Armstrong, Fleming & Moore, Inc3,760$288K0.14%013F-HRTimeline
MFA Wealth Services3,752$288K0.2%-2113F-HRTimeline
Rathbones Group PLC3,734$286K<0.01%new13F-HRTimeline
Foundations Investment Advisors, LLC3,722$286K<0.01%-54613F-HRTimeline
CoreCap Advisors, LLC3,692$283K0.01%-1,42213F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC3,688$283K<0.01%new13F-HRTimelineGroup
Foster Victor Wealth Advisors, LLC3,580$278K0.02%-32413F-HRTimeline
Wealthfront Advisers LLC3,624$278K<0.01%+12013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,617$277K<0.01%-55,10013F-HRTimelineGroup
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…3,616$277K0.02%013F-HRTimelineGroup
CFS Investment Advisory Services, LLC3,556$275K0.02%new13F-HRTimeline
Dynamic Financial Group3,575$274K0.24%-17913F-HRTimeline
Stone Summit Wealth LLC3,571$274K0.08%-43413F-HRTimeline
Werba Rubin Papier Wealth Management3,536$271K0.04%013F-HRTimeline
Key Financial Inc3,504$269K0.05%013F-HRTimeline
Linscomb Wealth, Inc.3,479$267K0.01%013F-HRTimeline
PINNEY & SCOFIELD, INC.3,471$266K0.17%013F-HRTimeline
Aurelius Family Office LLC3,455$265K0.12%-8913F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…3,451$264K0.2%-11813F-HRTimeline
Fee-Only Financial Planning, L.C.3,350$257K0.15%013F-HRTimeline
Maltin Wealth Management, Inc.3,335$256K0.11%013F-HRTimeline
Arkadios Wealth Advisors3,331$256K0.01%new13F-HRTimeline
Archer Investment Management, LLC3,328$255K0.16%013F-HRTimeline
Annex Advisory Services, LLC3,319$255K0.01%-13313F-HRTimeline
LPWM LLC3,317$254K0.07%-1913F-HRTimeline
Frazier Financial Advisors, LLC3,316$254K0.16%013F-HRTimeline
Upper Left Wealth Management, LLC3,304$253K0.16%+13013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK3,279$252K<0.01%013F-HRTimelineGroup
apricus wealth, LLC3,211$246K0.13%new13F-HRTimeline
OneDigital Investment Advisors LLC3,204$246K<0.01%-51113F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.3,202$246K0.01%013F-HRTimelineGroup
Sigma Planning Corp3,178$244K0.01%-1,53813F-HRTimeline
Willow Creek Wealth Management Inc.3,173$243K0.02%013F-HRTimeline
CEERA INVESTMENTS, LLC3,150$242K0.08%013F-HRTimeline
MAS Advisors LLC3,122$240K0.38%+4013F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC3,077$236K0.17%013F-HRTimeline
Ellis Investment Partners, LLC3,028$232K0.04%013F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …3,039$231K0.01%013F-HRTimelineGroup
Colorado Capital Management, Inc.3,017$231K0.09%013F-HRTimeline
Note Advisors, LLC3,007$231K0.14%-22913F-HRTimeline
U.S. Capital Wealth Advisors, LLC2,979$229K0.01%-1,25113F-HRTimeline
Red Tortoise LLC2,974$228K0.1%013F-HRTimeline
Michels Family Financial, LLC2,959$227K0.18%-6713F-HRTimeline
Granite Harbor Advisors, Inc.2,943$226K0.09%-32713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,930$225K<0.01%-213F-HRTimelineGroup
Modern Wealth Management, LLC2,895$222K<0.01%+5913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,855$219K<0.01%new13F-HRTimelineGroup
GHP Investment Advisors, Inc.2,850$219K0.01%013F-HRTimeline
Dynamic Advisor Solutions LLC2,841$218K0.01%-26113F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd2,834$217K0.01%-1,21713F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC2,832$217K0.03%-113F-HRTimeline
First National Advisers, LLCin group FIRST NATIONAL BANK OF OMAHA2,800$215K0.03%013F-HRTimelineGroup
COREPATH WEALTH PARTNERS LLC2,749$214K0.16%013F-HRTimeline
Berger Financial Group, Inc2,781$213K0.01%-25013F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC2,772$213K0.07%-4,39313F-HRTimeline
Single Point Partners, LLC2,753$211K0.04%-71613F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC2,743$210K0.01%new13F-HRTimelineGroup
CLARIS ADVISORS, LLC / MO /2,889$210K0.07%013F-HRTimeline
AdvisorNet Financial, Inc2,694$207K0.01%-2913F-HRTimeline
Montis Financial, LLC2,672$205K0.05%-1,27713F-HRTimeline
New Covenant Trust Company, N.A.2,650$203K0.19%-20313F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC2,648$203K0.02%new13F-HRTimeline
Fingerlakes Wealth Management, Inc.2,636$202K0.13%new13F-HRTimeline
CURIO WEALTH, LLC2,522$193K0.08%013F-HRTimeline
TFC Financial Management, Inc.2,520$193K0.02%-2613F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC2,334$179K0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC2,286$175K0.02%+20613F-HRTimeline
SJS Investment Consulting Inc.2,280$175K0.02%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC2,163$166K0.22%+213F-HRTimeline
North Ridge Wealth Advisors, Inc.2,157$165K0.09%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…2,111$162K0.03%013F-HRTimeline
Sage Mountain Advisors LLC2,077$159K0.01%013F-HRTimeline
Longview Financial Advisors LLC2,036$156K0.09%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC2,000$153K0.04%013F-HRTimeline
GAMMA Investing LLC1,964$151K0.01%+65113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,889$145K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC1,863$143K0.02%013F-HRTimeline
Park Place Capital Corp1,851$142K0.03%-713F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,819$140K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,794$138K0.01%-1,12513F-HRTimelineGroup
Glassman Wealth Services1,786$137K0.02%013F-HRTimeline
Trust Co1,660$127K0.01%013F-HRTimeline
Kathleen S. Wright Associates Inc.1,653$127K0.05%013F-HRTimeline
TRUST CO OF VERMONT1,634$125K0.01%+36013F-HRTimeline
LANARK FINANCIAL, INC.1,614$124K0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC1,609$123K0.07%+4413F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,556$119K<0.01%-313F-HRTimelineGroup
Westside Investment Management, Inc.1,541$118K0.02%+1,50013F-HRTimeline
HORIZON BANCORP INC /IN/1,476$113K0.05%013F-HRTimeline
WealthCollab, LLC1,332$102K0.05%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,248$95.7K<0.01%+40213F-HRTimelineGroup
Copia Wealth Management1,210$92.8K0.07%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,177$90.3K0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,158$88.8K0.01%+813F-HRTimeline
SIGNATUREFD, LLC1,153$88.4K<0.01%-1,85513F-HRTimeline
Indiana Trust & Investment Management Co1,089$83.5K0.03%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC1,087$83.4K0.03%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,069$82K0.01%-113F-HRTimeline
Capital Investment Advisory Services, L…1,009$77.4K0.01%013F-HRTimeline
Grove Bank & Trust1,005$77.1K0.01%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC960$73.7K0.05%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC945$72.5K0.03%013F-HR/ATimeline
MARYLAND CAPITAL ADVISORS INC.930$71.3K0.03%-2013F-HRTimeline
Addison Advisors LLC925$71K0.02%-9613F-HRTimeline
High Note Wealth, LLC901$69.1K0.01%013F-HRTimeline
JDM Financial Group LLC875$67.1K0.03%-5513F-HRTimeline
CENTRAL TRUST Co850$65.2K<0.01%-13513F-HRTimeline
Clayton Financial Group LLC837$64.2K0.05%new13F-HRTimeline
Sound Income Strategies, LLC750$57.5K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.738$56.7K0.05%013F-HRTimeline
JNBA Financial Advisors700$53.7K<0.01%-813F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.688$52.8K0.02%013F-HRTimeline
MeadowBrook Investment Advisors LLC663$50.9K0.04%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.624$47.9K0.02%013F-HRTimeline
Cranbrook Wealth Management, LLC623$47.8K0.01%013F-HRTimeline
Perkins Coie Trust Co568$43.6K0.01%013F-HRTimeline
Hemington Wealth Management536$41K0.01%013F-HRTimeline
City State Bank529$40.6K0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…516$39.6K0.01%013F-HRTimeline
Running Point Capital Advisors, LLC513$39.4K0.01%013F-HRTimeline
Tradewinds Capital Management, LLC508$39K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…498$38.2K<0.01%013F-HRTimelineGroup
Covenant Partners, LLC478$36.7K0.01%+413F-HRTimeline
C M BIDWELL & ASSOCIATES LTD451$34.6K0.02%013F-HRTimeline
MCF Advisors LLC451$34.6K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…442$33.9K<0.01%+7613F-HRTimelineGroup
Glass Jacobson Investment Advisors llc422$32.4K0.01%013F-HRTimeline
CX Institutional420$32K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.405$30.6K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc395$30.3K0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors388$29.8K<0.01%013F-HRTimelineGroup
Murphy & Mullick Capital Management Corp369$28.3K0.02%013F-HRTimeline
GPS Wealth Strategies Group, LLC363$27.8K<0.01%-1213F-HRTimeline
Private Wealth Asset Management, LLC359$27.6K<0.01%+10813F-HRTimeline