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Disclosery

SCZ ISHARES TR

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ETF (fund)

682 managers (691 13F filers) reported a position in SCZ shares at 2025-03-31, 103,551,688 shares in all. 47 filers opened a position and 54 filers sold out during the quarter.

Managers
682
13F filers
691
New
47
Added
190
Reduced
286
Sold out
54
Shares held by filers
103,551,688

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Coston, McIsaac & Partners301$19K0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.291$18.5K<0.01%013F-HRTimeline
TSFG, LLC279$18K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.279$17.7K0.01%013F-HRTimeline
Bogart Wealth, LLC274$17.4K<0.01%013F-HRTimeline
Pacifica Partners Inc.278$17.4K0.01%013F-HRTimeline
Integrity Financial Corp /WA272$17.3K0.01%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP261$16.6K<0.01%013F-HRTimelineGroup
Private Wealth Asset Management, LLC251$15.9K<0.01%13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC250$15.9K<0.01%013F-HRTimeline
WASHINGTON TRUST Co225$14.3K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC222$14.1K<0.01%-5613F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…221$14K<0.01%013F-HRTimelineGroup
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd215$13.7K<0.01%013F-HR/ATimelineGroup
Newton One Investments LLC209$13.3K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC206$13.1K0.01%013F-HRTimeline
S&T Bank/PA191$12.1K<0.01%013F-HRTimeline
Pandora Wealth, Inc.180$11.4K0.01%13F-HRTimeline
Robinswood Financial LLC174$11.1K<0.01%-14813F-HRTimeline
Covestor Ltd178$11K0.01%-5113F-HRTimeline
Cherry Tree Wealth Management, LLC171$10.9K<0.01%+1813F-HRTimeline
MorganRosel Wealth Management, LLC170$10.8K<0.01%new13F-HRTimeline
CNB Bank165$10.5K0.01%013F-HRTimeline
Financial Perspectives, Inc154$9.79K<0.01%-813F-HRTimeline
Brooklyn Investment Group137$8.66K<0.01%new13F-HRTimeline
Clearstead Trust, LLC134$8.51K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…134$8.51K0.01%013F-HRTimeline
Noble Wealth Management PBC131$8.32K0.01%013F-HRTimeline
HOWE & RUSLING INC129$8.2K<0.01%-6613F-HRTimeline
Avion Wealth136$8K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.124$7.89K<0.01%013F-HRTimeline
CVA Family Office, LLC120$7.62K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.119$7.56K<0.01%013F-HRTimeline
New Millennium Group LLC111$7.05K<0.01%013F-HRTimeline
Briaud Financial Planning Inc124$7K<0.01%new13F-HRTimeline
First Pacific Financial109$6.9K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.96$6.1K<0.01%-413F-HRTimeline
Smallwood Wealth Investment Management,…96$6.1K<0.01%new13F-HRTimeline
Main Street Group, LTD90$5.72K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC87$5.53K<0.01%013F-HRTimeline
Winch Advisory Services, LLC84$5.34K<0.01%013F-HRTimeline
WEBSTER BANK, N. A.83$5.27K<0.01%013F-HRTimeline
McIlrath & Eck, LLC83$5.26K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp81$5.15K<0.01%new13F-HRTimelineGroup
Dakota Community Bank & Trust NA78$4.96K0.02%new13F-HRTimeline
Citizens National Bank Trust Department75$4.76K<0.01%013F-HRTimeline
Lindbrook Capital, LLC68$4.32K<0.01%new13F-HRTimeline
Versant Capital Management, Inc62$3.94K<0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC61$3.88K<0.01%013F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…58$3.68K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC65$3.24K<0.01%new13F-HRTimeline
ELEVATE WEALTH ADVISORY, INC51$3.24K<0.01%013F-HRTimeline
NewSquare Capital LLC50$3.18K<0.01%013F-HRTimeline
EQ WEALTH ADVISORS, LLC50$3.18K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC49$3.11K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC54$3K<0.01%-1,81713F-HRTimeline
CBIZ Investment Advisory Services, LLC46$2.93K<0.01%013F-HR/ATimeline
Promus Capital, LLC45$2.86K<0.01%013F-HR/ATimeline
EPG Wealth Management LLC44$2.79K<0.01%013F-HRTimeline
Anchor Investment Management, LLC42$2.67K<0.01%013F-HRTimeline
Westside Investment Management, Inc.41$2.6K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.40$2.54K<0.01%013F-HRTimeline
Blue Trust, Inc.39$2.48K<0.01%-74213F-HRTimeline
Founders Financial Alliance, LLC39$2.48K<0.01%+1013F-HRTimeline
TD Waterhouse Canada Inc.37$2.34K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc33$2.1K<0.01%013F-HRTimeline
CX Institutional28$2K<0.01%new13F-HRTimeline
Kiker Wealth Management, LLC30$1.91K<0.01%013F-HRTimeline
Roxbury Financial LLC28$1.76K<0.01%013F-HRTimeline
DecisionPoint Financial, LLC26$1.65K<0.01%013F-HRTimeline
Archer Investment Corp22$1.4K<0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC17$1.07K<0.01%013F-HRTimeline
Rice Partnership, LLC14$889<0.01%new13F-HRTimeline
Cordgrass Capital Advisors, LLC11$699<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC10$610<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS9$572<0.01%new13F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT7$445<0.01%013F-HRTimeline
Fairway Wealth LLC6$381<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …5$342<0.01%13F-HRTimelineGroup
Sachetta, LLC0$3<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,50213F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CURIO WEALTH, LLC2$153K-2,52013F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.