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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 2024-12-31, 97,466,207 shares in all. 45 filers opened a position and 63 filers sold out during the quarter.

Managers
698
13F filers
707
New
45
Added
266
Reduced
229
Sold out
63
Shares held by filers
97,466,207

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
EVERMAY WEALTH MANAGEMENT LLC410$24.9K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.405$24.6K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC404$24.6K<0.01%-13113F-HRTimeline
Stephens Consulting, LLC403$24.5K0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors388$23.6K<0.01%013F-HRTimelineGroup
AMERICAN NATIONAL BANK & TRUST370$22.5K<0.01%new13F-HRTimeline
Murphy & Mullick Capital Management Corp369$22.4K0.02%13F-HRTimeline
GPS Wealth Strategies Group, LLC367$22.3K<0.01%-2113F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC356$21.6K<0.01%013F-HRTimelineGroup
Synergy Investment Management, LLC337$20.5K0.01%13F-HRTimeline
Kohmann Bosshard Financial Services, LLC333$20.3K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC333$20.2K<0.01%013F-HRTimeline
MRP Capital Investments, LLC331$20.1K0.02%013F-HRTimeline
IAG Wealth Partners, LLC326$19.8K<0.01%013F-HRTimeline
Robinswood Financial LLC322$19.6K0.01%+113F-HRTimeline
Coston, McIsaac & Partners301$18K0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.291$17.7K<0.01%+23713F-HRTimeline
TSFG, LLC279$17K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.279$16.9K0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC278$16.9K<0.01%013F-HRTimeline
Pacifica Partners Inc.278$16.8K0.01%013F-HRTimeline
Bogart Wealth, LLC274$16.6K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP261$15.9K<0.01%-1,30013F-HRTimelineGroup
TWIN CITY PRIVATE WEALTH, LLC257$15.6K0.01%-16113F-HRTimeline
SALEM INVESTMENT COUNSELORS INC250$15.2K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ASSETMARK, INCin group ASSETMARK, INC248$15.1K<0.01%-4613F-HRTimelineGroup
Element Wealth, LLC239$14.5K0.01%013F-HRTimeline
Coppell Advisory Solutions LLC233$14.2K<0.01%013F-HRTimeline
Covestor Ltd229$14K0.01%+2713F-HRTimeline
WASHINGTON TRUST Co225$13.7K<0.01%013F-HRTimeline
Mendota Financial Group, LLC222$13.5K0.01%new13F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd215$13.1K<0.01%13F-HRTimelineGroup
Main Management LLCin group Main Management ETF Advisors,…221$13K<0.01%013F-HRTimelineGroup
Newton One Investments LLC209$12.7K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC206$12.5K0.01%13F-HRTimeline
NFSG Corp200$12.2K<0.01%new13F-HRTimeline
HOWE & RUSLING INC195$11.8K<0.01%new13F-HRTimeline
S&T Bank/PA191$11.6K<0.01%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC177$10.8K0.01%new13F-HRTimeline
CNB Bank165$10K<0.01%-10013F-HRTimeline
AlphaMark Advisors, LLC172$10K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.162$10K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Financial Perspectives, Inc162$9.85K<0.01%+313F-HRTimeline
Cherry Tree Wealth Management, LLC153$9.29K<0.01%013F-HRTimeline
Clearstead Trust, LLC134$8.14K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…134$8.14K0.01%013F-HRTimeline
Avion Wealth136$8K<0.01%+213F-HRTimeline
Noble Wealth Management PBC131$7.96K0.01%13F-HRTimeline
FAS Wealth Partners, Inc.124$7.54K<0.01%013F-HRTimeline
CVA Family Office, LLC120$7.29K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.119$7.23K<0.01%013F-HRTimeline
New Millennium Group LLC111$6.74K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.100$6.26K<0.01%13F-HRTimeline
Hoese & Co LLP100$6.08K0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC102$6.05K0.01%13F-HRTimeline
Main Street Group, LTD90$5.47K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC87$5.29K<0.01%013F-HRTimeline
Winch Advisory Services, LLC84$5.1K<0.01%new13F-HRTimeline
WEBSTER BANK, N. A.83$5.04K<0.01%013F-HRTimeline
McIlrath & Eck, LLC83$5.03K<0.01%+213F-HRTimeline
Security National Bank75$4.56K<0.01%new13F-HRTimeline
Citizens National Bank Trust Department75$4.56K<0.01%013F-HRTimeline
Headlands Technologies LLC70$4.25K<0.01%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC58$3.93K<0.01%new13F-HRTimelineGroup
Versant Capital Management, Inc62$3.77K<0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC61$3.71K<0.01%+113F-HRTimelineGroup
ENDEAVOR PRIVATE WEALTH, INC.58$3.54K<0.01%13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…58$3.52K<0.01%013F-HR/ATimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…52$3.16K<0.01%new13F-HRTimelineGroup
ELEVATE WEALTH ADVISORY, INC51$3.1K<0.01%013F-HRTimeline
NewSquare Capital LLC50$3.04K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC49$2.98K<0.01%+113F-HRTimeline
CBIZ Investment Advisory Services, LLC46$2.8K<0.01%-1,02713F-HRTimeline
Promus Capital, LLC45$2.73K<0.01%13F-HR/ATimeline
EPG Wealth Management LLC44$2.67K<0.01%+113F-HRTimeline
Anchor Investment Management, LLC42$2.55K<0.01%013F-HRTimeline
Westside Investment Management, Inc.41$2.49K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.40$2.43K<0.01%013F-HRTimeline
Truvestments Capital LLC39$2.37K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc33$2K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC32$1.94K<0.01%+2613F-HRTimeline
Kiker Wealth Management, LLC30$1.82K<0.01%13F-HRTimeline
Roxbury Financial LLC28$1.79K<0.01%13F-HRTimeline
Founders Financial Alliance, LLC29$1.76K<0.01%013F-HRTimeline
DecisionPoint Financial, LLC26$1.58K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.25$1.52K<0.01%013F-HRTimeline
Archer Investment Corp22$1.34K<0.01%013F-HRTimeline
WR Wealth Planners, LLC20$1.22K<0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC17$1.02K<0.01%+113F-HRTimeline
Front Row Advisors LLC15$911<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.13$791<0.01%new13F-HRTimeline
Cordgrass Capital Advisors, LLC11$668<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC10$583<0.01%13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT7$425<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …5$327<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.1$1050.01%-1,73313F-HRTimeline
REAP Financial Group, LLC1$30<0.01%new13F-HRTimeline
Sachetta, LLC0$3<0.01%-47013F-HRTimelineAmount filed as zero, left out of ratios.