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Disclosery

SCZ ISHARES TR

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ETF (fund)

752 managers (764 13F filers) reported a position in SCZ shares at 2026-03-31, 144,422,696 shares in all. 56 filers opened a position and 40 filers sold out during the quarter.

Managers
752
13F filers
764
New
56
Added
210
Reduced
278
Sold out
40
Shares held by filers
144,422,696

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Brickley Wealth Management6,143$482K0.08%-13113F-HRTimeline
CM WEALTH ADVISORS LLC6,141$482K0.1%013F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC6,112$479K0.01%+56613F-HRTimeline
Richard P Slaughter Associates Inc6,108$479K0.1%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.6,095$478K0.05%+77713F-HRTimeline
Peloton Wealth Strategists6,051$474K0.19%-23,08213F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC5,961$461K0.07%013F-HRTimeline
Simplicity Wealth,LLC5,776$453K0.03%-34913F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …5,741$450K<0.01%-2,87613F-HRTimelineGroup
Braun-Bostich & Associates Inc.5,736$450K0.28%-24713F-HRTimeline
Sierra Capital LLC5,723$449K0.05%013F-HRTimeline
First Interstate Bank5,660$444K0.02%+75313F-HRTimeline
Sand Hill Global Advisors, LLC5,623$441K0.01%013F-HRTimeline
Montecito Bank & Trust5,605$439K0.07%-29213F-HRTimeline
STEVENS CAPITAL PARTNERS5,575$437K0.11%new13F-HRTimeline
WINNACLE WEALTH LLC5,568$437K0.34%+5,55513F-HRTimeline
Discipline Wealth Solutions, LLC5,481$430K0.05%+12613F-HRTimeline
Samalin Investment Counsel, LLC5,462$428K0.15%-17513F-HRTimeline
Michael Brady & Co., LLC5,449$427K0.43%-2213F-HRTimeline
GW&K Investment Management, LLC5,402$424K<0.01%013F-HRTimeline
Integrated Advisors Network LLC5,371$421K0.02%-13713F-HRTimeline
J. R. Prunier Capital Management LLC5,354$420K0.18%-41413F-HRTimeline
Hexagon Capital Partners LLC5,330$418K0.06%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK5,326$418K<0.01%+1,16313F-HRTimelineGroup
Fort Vancouver Investment Management, L…5,281$414K0.21%013F-HRTimeline
Cornerstone Wealth Advisors, Inc.5,270$413K0.1%-27513F-HRTimeline
VISTA INVESTMENT MANAGEMENT5,178$406K0.14%+3113F-HRTimeline
ARK & TLK INVESTMENTS, LLC5,069$397K0.11%013F-HRTimeline
Compass Ion Advisors, LLC5,060$397K0.04%-50713F-HRTimeline
Gateway Wealth Partners, LLC5,057$396K0.02%new13F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.5,051$396K<0.01%new13F-HRTimelineGroup
Rathbones Group PLC4,990$391K<0.01%013F-HR/ATimeline
WEDBUSH SECURITIES INC4,974$390K0.01%-14113F-HRTimeline
ALLIANCEBERNSTEIN L.P.4,919$381K<0.01%+15013F-HRTimeline
Alliance Wealth Strategies, LLC d/b/a B…4,820$378K0.34%013F-HRTimeline
Armstrong, Fleming & Moore, Inc4,762$373K0.16%+95113F-HRTimeline
BOK Financial Private Wealth, Inc.4,762$373K0.02%013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.4,500$369K<0.01%13F-HRTimelineGroup
LongView Wealth Management4,379$368K0.09%+20713F-HRTimeline
Biltmore Family Office, LLC4,665$366K0.05%013F-HRTimeline
Embree Financial Group4,647$364K0.04%-313F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC4,637$364K0.05%-10013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC4,626$363K<0.01%-1,26813F-HRTimelineGroup
Foundations Investment Advisors, LLC4,593$360K<0.01%-7113F-HRTimeline
FIDUCIARY ADVISORS, INC.4,581$359K0.27%-3,96213F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP4,527$355K<0.01%+39813F-HRTimelineGroup
Crescent Grove Advisors, LLC4,505$353K0.04%013F-HRTimeline
UPTICK PARTNERS, LLC4,502$353K0.07%-1,00513F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC4,477$351K0.08%-33113F-HRTimeline
Galvin, Gaustad & Stein, LLC4,450$349K0.03%-33013F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC4,446$349K<0.01%-36413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,416$346K<0.01%013F-HRTimelineGroup
Belpointe Asset Management LLC4,416$346K0.01%+10413F-HRTimeline
Fortis Capital Advisors, LLC4,416$346K0.05%+10413F-HRTimeline
HARBOUR INVESTMENTS, INC.4,396$345K0.01%-3413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,380$343K0.01%+37613F-HR/ATimeline
Vannoy Advisory Group, Inc.4,327$339K0.21%-4413F-HRTimeline
Latitude Advisors, LLC4,276$335K0.15%-4613F-HRTimeline
Rockingstone Advisors LLC4,245$333K0.15%013F-HRTimeline
Belleair Asset Management, LLC4,203$330K0.3%013F-HRTimeline
Bestgate Wealth Advisors, LLC4,160$326K0.59%-73213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,160$326K<0.01%013F-HRTimelineGroup
Mullaney, Keating & Wright, Inc.4,139$325K0.18%-18313F-HRTimeline
CFS Investment Advisory Services, LLC3,777$322K0.02%-12613F-HRTimeline
KFA Private Wealth Group, LLC4,067$319K0.08%-27613F-HRTimeline
Wealth Preservation Advisors, LLC4,063$319K0.26%013F-HRTimeline
Modern Wealth Management, LLC3,992$318K0.01%-33813F-HRTimeline
Gladstone Institutional Advisory LLC4,032$316K0.01%new13F-HRTimeline
OLD MISSION CAPITAL LLC4,024$316K0.01%new13F-HRTimeline
Beckerman Institutional, LLC3,998$313K0.17%013F-HRTimeline
Brooklyn Investment Group3,992$313K0.01%+1,42313F-HRTimeline
TRUEFG, LLC3,977$312K0.08%+4613F-HRTimeline
Meridian Financial Advisors, LLC3,974$312K0.17%-50013F-HRTimeline
Valeo Financial Advisors, LLC3,903$306K0.01%013F-HRTimeline
GARRISON POINT ADVISORS, LLC3,902$306K0.14%+25013F-HRTimeline
MFA Wealth Services3,871$304K0.2%+5413F-HRTimeline
Legacy Edge Advisors, LLC3,849$302K0.03%-1,11713F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC3,835$301K0.04%-413F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …3,795$299K<0.01%-130,24813F-HRTimelineGroup
UP STRATEGIC WEALTH INVESTMENT ADVISORS…3,451$293K0.18%013F-HRTimeline
GTS SECURITIES LLC3,700$290K0.01%new13F-HRTimeline
Hemenway Trust Co LLC3,700$290K0.02%new13F-HRTimeline
Jacobs Equity LLC3,684$289K0.26%-12013F-HRTimeline
CANANDAIGUA NATIONAL CORPin group CANANDAIGUA NATIONAL BANK & T…3,596$282K0.03%13F-HRTimelineGroup
Dynamic Financial Group3,577$280K0.23%+213F-HRTimeline
Cornerstone Financial Management LLC3,551$278K0.26%-64813F-HR/ATimeline
Greenspring Advisors, LLC3,536$277K0.02%-31413F-HRTimeline
Stone Summit Wealth LLC3,508$275K0.08%-1213F-HRTimeline
Key Financial Inc3,504$275K0.05%013F-HRTimeline
CEERA INVESTMENTS, LLC3,475$272K0.12%+32513F-HRTimeline
Linscomb Wealth, Inc.3,475$272K0.01%-24913F-HRTimeline
Upper Left Wealth Management, LLC3,462$271K0.16%-8913F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …3,313$271K<0.01%+25613F-HRTimelineGroup
Maltin Wealth Management, Inc.3,400$267K0.1%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…3,375$265K0.01%-69013F-HRTimelineGroup
Columbus Macro, LLC3,355$263K0.03%-32613F-HRTimeline
Frazier Financial Advisors, LLC3,355$263K0.15%013F-HRTimeline
Fee-Only Financial Planning, L.C.3,350$263K0.16%013F-HRTimeline
DAVIDSON TRUST CO3,335$261K0.11%new13F-HRTimeline
LPWM LLC3,316$260K0.07%-113F-HRTimeline
THRYVE WEALTH MANAGEMENT LLC3,312$260K0.17%-53513F-HRTimeline
Sentinel Advisory Group, LLC3,307$259K0.13%13F-HRTimeline
TUDOR INVESTMENT CORP ET AL3,270$256K<0.01%new13F-HRTimeline
Foster Victor Wealth Advisors, LLC3,044$256K0.01%-49513F-HRTimeline
Wealthfront Advisers LLC3,229$253K<0.01%-2513F-HRTimeline
Sigma Planning Corp3,215$252K0.01%-8013F-HRTimeline
Segment Wealth Management, LLC3,170$249K0.01%-1,76013F-HRTimeline
Annex Advisory Services, LLC3,170$249K<0.01%-24113F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.3,147$247K0.01%-5513F-HRTimelineGroup
CoreCap Advisors, LLC3,104$243K0.01%-1113F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC3,097$243K0.17%-4013F-HRTimeline
Aurelius Family Office LLC3,049$239K0.1%013F-HRTimeline
NorthRock Partners, LLC3,027$237K<0.01%new13F-HRTimeline
Colorado Capital Management, Inc.3,017$237K0.09%013F-HRTimeline
Krilogy Financial LLC2,819$237K0.01%new13F-HRTimeline
Red Tortoise LLC3,001$235K0.1%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,988$234K<0.01%013F-HRTimelineGroup
Integrated Capital Management, LLC2,974$233K0.1%-1,05013F-HRTimeline
Heck Capital Advisors, LLC2,960$232K0.02%new13F-HRTimeline
OneDigital Investment Advisors LLC2,958$232K<0.01%-313F-HRTimeline
Michels Family Financial, LLC2,944$231K0.17%-3713F-HRTimeline
Williams Jones Wealth Management, LLC.2,938$230K<0.01%new13F-HRTimeline
COREPATH WEALTH PARTNERS LLC2,749$228K0.15%013F-HRTimeline
Robertson Stephens Wealth Management, L…2,894$227K0.01%+113F-HRTimeline
CLARIS ADVISORS, LLC / MO /2,890$227K0.07%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC2,883$226K0.01%013F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC2,872$225K0.07%-15,00413F-HRTimeline
GHP Investment Advisors, Inc.2,850$223K0.01%013F-HRTimeline
Werba Rubin Papier Wealth Management2,842$223K0.03%-70813F-HRTimeline
HighPoint Advisor Group LLC2,819$221K0.01%-30913F-HRTimeline
SJS Investment Consulting Inc.2,782$218K0.03%+50213F-HRTimeline
Note Advisors, LLC2,770$217K0.11%013F-HRTimeline
Berger Financial Group, Inc2,764$217K0.01%-1913F-HRTimeline
Granite Harbor Advisors, Inc.2,761$216K0.09%-17813F-HRTimeline
Vistica Wealth Advisors, LLC2,743$215K0.21%013F-HRTimeline
Montis Financial, LLC2,650$208K0.04%-2213F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC2,648$208K0.02%013F-HRTimeline
GREENLEAF TRUST2,632$206K<0.01%013F-HRTimeline
United Advisor Group, LLC2,623$206K0.03%-6013F-HRTimeline
Fisher Asset Management, LLC2,561$201K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc2,560$201K0.01%+2513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC2,556$200K<0.01%-25,09113F-HRTimelineGroup
Callan Family Office, LLC2,553$200K<0.01%new13F-HRTimeline
New Covenant Trust Company, N.A.2,552$200K0.18%-9813F-HRTimeline
Park Place Capital Corp2,523$198K0.04%013F-HRTimeline
CURIO WEALTH, LLC2,522$198K0.07%013F-HRTimeline
Princeton Global Asset Management LLC2,413$189K0.03%new13F-HRTimeline
PINNEY & SCOFIELD, INC.2,390$187K0.1%-1,08113F-HRTimeline
Arax Advisory Partners2,341$184K0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC2,334$183K0.01%013F-HRTimeline
Miller Global Investments, LLC2,200$173K0.16%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…2,111$166K0.03%013F-HRTimeline
Longview Financial Advisors LLC2,036$160K0.09%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC2,010$158K0.25%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,901$149K0.01%-1313F-HRTimelineGroup
BAYBAN1,900$149K0.13%013F-HRTimeline
Golden State Wealth Management, LLC1,887$148K0.02%-5713F-HRTimeline
TFC Financial Management, Inc.1,861$146K0.02%-43513F-HRTimeline
Glassman Wealth Services1,786$140K0.02%013F-HRTimeline
CDKV HOLDINGS LLC1,776$139K0.12%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC1,766$138K0.04%-27713F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,750$137K<0.01%+16313F-HRTimelineGroup
Capital Advisors, Ltd. LLC1,729$136K0.02%-55713F-HRTimeline
Sage Mountain Advisors LLC1,695$133K0.01%-38213F-HRTimeline
Owl Creek Wealth Partners LLC1,694$133K0.05%13F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND1,692$133K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,637$128K<0.01%+18913F-HRTimelineGroup
WOLFF WIESE MAGANA LLC1,631$128K0.07%+213F-HRTimeline
Tanglewood Legacy Advisors, LLC1,615$127K0.05%new13F-HRTimeline
LANARK FINANCIAL, INC.1,614$127K0.01%013F-HRTimeline
Bravera Wealth1,548$121K0.05%013F-HRTimeline
GAMMA Investing LLC1,481$116K0.01%-48313F-HRTimeline
HORIZON BANCORP INC /IN/1,456$114K0.05%+113F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding1,406$110KnewTimeline
WealthCollab, LLC1,332$104K0.04%013F-HRTimeline
Root Financial Partners, LLC1,221$95.7K<0.01%+1,17513F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,179$92.5K<0.01%013F-HRTimeline
Addison Advisors LLC1,159$90.9K0.02%+23413F-HRTimeline
PRIVATE TRUST CO NA1,159$90.9K0.01%+1113F-HRTimeline
SIGNATUREFD, LLC1,153$90.4K<0.01%013F-HRTimeline
Grove Bank & Trust1,130$88.6K0.01%+12513F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC1,107$86.9K0.03%013F-HRTimeline
Indiana Trust & Investment Management Co1,089$85.4K0.03%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,065$83.5K0.01%-413F-HRTimeline
Westside Investment Management, Inc.1,041$82.2K0.01%-50013F-HRTimeline
Capital Investment Advisory Services, L…1,009$79.1K0.01%-4113F-HRTimeline
Register Financial Advisors LLC977$76.6K0.03%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC963$75.5K0.03%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC960$75.3K0.05%013F-HRTimeline
PARK NATIONAL CORP /OH/930$72.9K<0.01%new13F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA922$72.3K0.01%013F-HRTimeline
High Note Wealth, LLC901$70.6K0.01%013F-HRTimeline
Finley Financial, LLC900$70.6K0.03%+60013F-HRTimeline
JDM Financial Group LLC875$68.6K0.03%013F-HRTimeline
Copia Wealth Management855$67K0.05%-35513F-HRTimeline
Clayton Financial Group LLC853$66.9K0.03%013F-HRTimeline
CENTRAL TRUST Co850$66.6K<0.01%-1013F-HRTimeline
Gunpowder Capital Management, LLC dba O…802$62.9K0.05%013F-HRTimeline
Kilter Group LLC792$62.1K0.03%new13F-HRTimeline
MONTAG A & ASSOCIATES INC760$59.6K<0.01%013F-HRTimeline