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Disclosery

SCZ ISHARES TR

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ETF (fund)

744 managers (754 13F filers) reported a position in SCZ shares at 2025-12-31, 124,889,675 shares in all. 57 filers opened a position and 47 filers sold out during the quarter.

Managers
744
13F filers
754
New
57
Added
255
Reduced
230
Sold out
47
Shares held by filers
124,889,675

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Brickley Wealth Management6,274$486K0.08%-2113F-HRTimeline
Forefront Wealth Partners, LLC6,265$486K0.23%+2,45913F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC6,262$485K0.3%013F-HRTimeline
CM WEALTH ADVISORS LLC6,141$476K0.11%013F-HRTimeline
Simplicity Wealth,LLC6,125$475K0.03%-1,03013F-HRTimeline
Richard P Slaughter Associates Inc6,108$474K0.1%-14513F-HRTimeline
Braun-Bostich & Associates Inc.5,983$464K0.29%-4913F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC5,961$462K0.07%+11413F-HRTimeline
Montecito Bank & Trust5,897$457K0.07%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC5,894$457K<0.01%-12,58113F-HRTimelineGroup
J. R. Prunier Capital Management LLC5,768$447K0.19%13F-HRTimeline
Sierra Capital LLC5,723$444K0.05%013F-HRTimeline
Samalin Investment Counsel, LLC5,637$437K0.15%+41113F-HRTimeline
Sand Hill Global Advisors, LLC5,623$436K0.02%013F-HRTimeline
Compass Ion Advisors, LLC5,567$432K0.04%+7713F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC5,546$430K0.01%013F-HRTimeline
Cornerstone Wealth Advisors, Inc.5,545$430K0.1%-25513F-HRTimeline
Integrated Advisors Network LLC5,508$427K0.02%-31513F-HRTimeline
UPTICK PARTNERS, LLC5,507$427K0.09%new13F-HRTimeline
Michael Brady & Co., LLC5,471$424K0.42%13F-HRTimeline
GW&K Investment Management, LLC5,402$419K<0.01%013F-HRTimeline
Discipline Wealth Solutions, LLC5,355$415K0.08%-1,64213F-HRTimeline
Pinnacle Wealth Planning Services, Inc.5,318$412K0.04%-2,29613F-HRTimeline
Fort Vancouver Investment Management, L…5,281$409K0.22%013F-HRTimeline
VISTA INVESTMENT MANAGEMENT5,147$399K0.13%+9213F-HRTimeline
WEDBUSH SECURITIES INC5,115$397K0.01%+31213F-HRTimeline
ARK & TLK INVESTMENTS, LLC5,069$393K0.11%013F-HRTimeline
Janney Montgomery Scott LLC4,999$388K<0.01%+1413F-HRTimeline
Rathbones Group PLC4,990$387K<0.01%+1,25613F-HR/ATimeline
Legacy Edge Advisors, LLC4,966$385K0.04%+15213F-HRTimeline
Segment Wealth Management, LLC4,930$382K0.02%new13F-HRTimeline
First Interstate Bank4,907$380K0.02%013F-HRTimeline
Bestgate Wealth Advisors, LLC4,892$379K0.67%+40013F-HRTimeline
Alliance Wealth Strategies, LLC d/b/a B…4,820$374K0.35%13F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC4,810$373K<0.01%new13F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC4,808$373K0.09%-1313F-HRTimeline
Galvin, Gaustad & Stein, LLC4,780$371K0.03%-56013F-HRTimeline
ALLIANCEBERNSTEIN L.P.4,769$370K<0.01%+66913F-HRTimeline
BOK Financial Private Wealth, Inc.4,762$369K0.02%-84013F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC4,737$367K0.05%+113F-HRTimeline
Biltmore Family Office, LLC4,665$362K0.05%013F-HRTimeline
Foundations Investment Advisors, LLC4,664$362K<0.01%+94213F-HRTimeline
Embree Financial Group4,650$361K0.04%-6013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC4,550$353K0.01%new13F-HR/ATimeline
Crescent Grove Advisors, LLC4,505$349K0.03%-7313F-HRTimeline
Meridian Financial Advisors, LLC4,474$347K0.19%-19813F-HRTimeline
HARBOUR INVESTMENTS, INC.4,430$343K0.01%+33513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,416$342K<0.01%-48313F-HRTimelineGroup
Total Wealth Planning, LLC4,373$339K0.73%-79,46613F-HRTimeline
Vannoy Advisory Group, Inc.4,371$339K0.21%-9113F-HRTimeline
KFA Private Wealth Group, LLC4,343$337K0.08%-4113F-HRTimeline
LongView Wealth Management4,172$336K0.08%+15513F-HRTimeline
Modern Wealth Management, LLC4,330$336K0.01%+1,43513F-HRTimeline
Mullaney, Keating & Wright, Inc.4,322$335K0.18%+7413F-HRTimeline
Latitude Advisors, LLC4,322$335K0.15%-33813F-HRTimeline
Belpointe Asset Management LLC4,312$334K0.01%-3,20013F-HRTimeline
Fortis Capital Advisors, LLC4,312$334K0.05%+11513F-HRTimeline
Apella Capital, LLC4,292$333K0.01%013F-HRTimeline
Rockingstone Advisors LLC4,245$329K0.15%013F-HRTimeline
Belleair Asset Management, LLC4,203$326K0.31%13F-HRTimeline
Cornerstone Financial Management LLC4,199$326K0.31%13F-HR/ATimeline
COMMERCE BANKin group COMMERCE BANK4,163$323K<0.01%+88413F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…4,160$322K<0.01%+613F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP4,129$320K<0.01%+10913F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,099$318K<0.01%-8613F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…4,065$315K0.01%new13F-HRTimelineGroup
Wealth Preservation Advisors, LLC4,063$315K0.16%013F-HRTimeline
Integrated Capital Management, LLC4,024$312K0.13%+4913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,004$310K0.01%-36813F-HRTimeline
Beckerman Institutional, LLC3,998$310K0.17%013F-HRTimeline
TRUEFG, LLC3,931$305K0.08%+413F-HRTimeline
Valeo Financial Advisors, LLC3,903$303K0.01%-1,17513F-HRTimeline
CFS Investment Advisory Services, LLC3,903$303K0.02%+34713F-HRTimeline
Greenspring Advisors, LLC3,850$298K0.02%new13F-HRTimeline
THRYVE WEALTH MANAGEMENT LLC3,847$298K0.15%13F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC3,839$298K0.04%-413F-HRTimeline
MFA Wealth Services3,817$296K0.2%+6513F-HRTimeline
Armstrong, Fleming & Moore, Inc3,811$295K0.14%+5113F-HRTimeline
Jacobs Equity LLC3,804$295K0.28%13F-HRTimeline
Arkadios Wealth Advisors3,778$293K0.01%+44713F-HRTimeline
Linscomb Wealth, Inc.3,724$289K0.01%+24513F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…3,451$287K0.21%013F-HRTimeline
Foster Victor Wealth Advisors, LLC3,539$286K0.02%-4113F-HRTimeline
Columbus Macro, LLC3,681$285K0.03%-28113F-HRTimeline
GARRISON POINT ADVISORS, LLC3,652$283K0.13%-17213F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…3,616$280K0.03%013F-HRTimelineGroup
Dynamic Financial Group3,575$277K0.24%013F-HRTimeline
Upper Left Wealth Management, LLC3,551$275K0.17%+24713F-HRTimeline
Werba Rubin Papier Wealth Management3,550$275K0.07%+1413F-HRTimeline
Stone Summit Wealth LLC3,520$273K0.07%-5113F-HRTimeline
Key Financial Inc3,504$272K0.05%013F-HRTimeline
Federation des caisses Desjardins du Qu…3,492$271K<0.01%-34113F-HRTimeline
PINNEY & SCOFIELD, INC.3,471$269K0.15%013F-HRTimeline
Annex Advisory Services, LLC3,411$264K0.01%+9213F-HRTimeline
Maltin Wealth Management, Inc.3,400$264K0.1%+6513F-HRTimeline
Frazier Financial Advisors, LLC3,355$260K0.15%+3913F-HRTimeline
Fee-Only Financial Planning, L.C.3,350$260K0.15%013F-HRTimeline
Archer Investment Management, LLC3,328$258K0.14%013F-HRTimeline
LPWM LLC3,317$257K0.06%013F-HRTimeline
Sigma Planning Corp3,295$255K0.01%+11713F-HRTimeline
Wealthfront Advisers LLC3,254$252K<0.01%-37013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.3,202$248K0.01%013F-HRTimelineGroup
Beaumont Financial Advisors, LLC3,157$245K0.02%-72013F-HRTimeline
CEERA INVESTMENTS, LLC3,150$244K0.09%013F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …3,057$244K0.01%+1813F-HRTimelineGroup
MOSAIC FINANCIAL GROUP, LLC3,137$243K0.17%+6013F-HRTimeline
HighPoint Advisor Group LLC3,128$242K0.01%new13F-HRTimeline
CoreCap Advisors, LLC3,115$242K0.01%-57713F-HRTimeline
Aurelius Family Office LLC3,049$241K0.1%-40613F-HRTimeline
Ellis Investment Partners, LLC3,084$239K0.04%+5613F-HRTimeline
Colorado Capital Management, Inc.3,017$234K0.09%013F-HRTimeline
Red Tortoise LLC3,001$233K0.1%+2713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,988$232K<0.01%+5813F-HRTimelineGroup
Michels Family Financial, LLC2,981$231K0.17%+2213F-HRTimeline
OneDigital Investment Advisors LLC2,961$230K<0.01%-24313F-HRTimeline
McElhenny Sheffield Capital Management,…2,955$229K0.06%new13F-HRTimeline
Granite Harbor Advisors, Inc.2,939$228K0.1%-413F-HRTimeline
Robertson Stephens Wealth Management, L…2,893$224K0.01%new13F-HRTimeline
CLARIS ADVISORS, LLC / MO /2,890$224K0.07%+113F-HRTimeline
Note Advisors, LLC2,770$224K0.11%-23713F-HRTimeline
U.S. Capital Wealth Advisors, LLC2,883$224K0.01%-9613F-HRTimeline
SAPIENT CAPITAL LLC2,849$222K<0.01%new13F-HRTimeline
COREPATH WEALTH PARTNERS LLC2,749$222K0.15%013F-HRTimeline
GHP Investment Advisors, Inc.2,850$221K0.01%013F-HRTimeline
First National Advisers, LLCin group FIRST NATIONAL BANK OF OMAHA2,800$217K0.03%013F-HRTimelineGroup
Berger Financial Group, Inc2,783$216K0.01%+213F-HRTimeline
Vistica Wealth Advisors, LLC2,743$213K0.21%13F-HRTimeline
United Advisor Group, LLC2,683$208K0.03%new13F-HRTimeline
New Covenant Trust Company, N.A.2,650$207K0.19%013F-HRTimeline
Montis Financial, LLC2,672$207K0.04%013F-HRTimeline
Argent Advisors, Inc.5,133$207K0.06%new13F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.2,664$207K0.01%new13F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC2,648$205K0.02%013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC2,637$204K0.02%-19513F-HRTimeline
GREENLEAF TRUST2,632$204K<0.01%new13F-HRTimeline
Brooklyn Investment Group2,569$200K0.01%new13F-HRTimeline
CURIO WEALTH, LLC2,522$197K0.07%013F-HRTimeline
AdvisorNet Financial, Inc2,535$197K0.01%-15913F-HRTimeline
Park Place Capital Corp2,523$196K0.04%+67213F-HRTimeline
Arax Advisory Partners2,341$182K0.01%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC2,334$181K0.01%013F-HRTimeline
TFC Financial Management, Inc.2,296$178K0.02%-22413F-HRTimeline
Capital Advisors, Ltd. LLC2,286$177K0.02%013F-HRTimeline
SJS Investment Consulting Inc.2,280$177K0.02%013F-HRTimeline
Miller Global Investments, LLC2,200$171K0.15%13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…2,111$164K0.03%013F-HRTimeline
Sage Mountain Advisors LLC2,077$161K0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC2,043$158K0.04%+4313F-HRTimeline
Longview Financial Advisors LLC2,036$158K0.09%013F-HRTimeline
GAMMA Investing LLC1,964$152K0.01%013F-HRTimeline
Golden State Wealth Management, LLC1,944$151K0.02%+8113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,914$148K<0.01%+2513F-HRTimelineGroup
BAYBAN1,900$147K0.13%13F-HRTimeline
Glassman Wealth Services1,786$138K0.02%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,784$138K<0.01%-3513F-HRTimeline
CDKV HOLDINGS LLC1,776$138K0.12%13F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND1,692$131K<0.01%new13F-HRTimeline
Trust Co1,660$129K0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC1,629$126K0.07%+2013F-HRTimeline
LANARK FINANCIAL, INC.1,614$125K0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,587$123K<0.01%+3113F-HRTimelineGroup
Westside Investment Management, Inc.1,541$120K0.02%013F-HRTimeline
Bravera Wealth1,548$120K0.06%13F-HRTimeline
HORIZON BANCORP INC /IN/1,455$113K0.06%-2113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,448$112K<0.01%+20013F-HRTimelineGroup
WealthCollab, LLC1,332$103K0.04%013F-HRTimeline
TRUST CO OF VERMONT1,274$98.8K<0.01%-36013F-HRTimeline
Copia Wealth Management1,210$93.8K0.07%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,179$91.4K0.01%+213F-HRTimeline
SIGNATUREFD, LLC1,153$89.4K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,148$89K0.01%-1013F-HRTimeline
1015 Capital Partners, LLC1,129$87.5K0.09%13F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC1,107$85.9K0.03%+2013F-HRTimeline
Indiana Trust & Investment Management Co1,089$84.4K0.02%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,069$82.9K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…1,050$81.4K0.01%+4113F-HRTimeline
Grove Bank & Trust1,005$77.9K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC963$74.7K0.03%+1813F-HRTimeline
ELEVATE WEALTH ADVISORY, INC960$74.4K0.05%013F-HRTimeline
Addison Advisors LLC925$71.7K0.02%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA922$71.5K0.01%new13F-HRTimeline
High Note Wealth, LLC901$69.9K0.01%013F-HRTimeline
JDM Financial Group LLC875$67.8K0.03%013F-HRTimeline
CENTRAL TRUST Co860$66.7K<0.01%+1013F-HRTimeline
Clayton Financial Group LLC853$66.1K0.03%+1613F-HRTimeline
Sound Income Strategies, LLC811$65.5K<0.01%+6113F-HRTimeline
Gunpowder Capital Management, LLC dba O…802$62.2K0.05%13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.782$60.6K0.02%-14813F-HRTimeline
MONTAG A & ASSOCIATES INC760$58.9K<0.01%new13F-HRTimeline
Harbor Asset Planning, Inc.753$58.4K0.05%+1513F-HRTimeline
City State Bank722$56K0.02%+19313F-HRTimeline
JNBA Financial Advisors700$54.3K<0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.688$53.3K0.02%013F-HRTimeline
MeadowBrook Investment Advisors LLC663$51.4K0.04%013F-HRTimeline
AlphaCore Capital LLC659$51.1K<0.01%new13F-HRTimeline
BITTERROOT CAPITAL ADVISORS LLC646$50.1K0.03%13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.624$48.4K0.02%013F-HRTimeline
Cranbrook Wealth Management, LLC623$48.3K0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.570$44.2K0.04%13F-HRTimeline
Perkins Coie Trust Co568$44K0.01%013F-HRTimeline