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Disclosery

SCZ ISHARES TR

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ETF (fund)

711 managers (720 13F filers) reported a position in SCZ shares at 2025-06-30, 102,428,189 shares in all. 65 filers opened a position and 36 filers sold out during the quarter.

Managers
711
13F filers
720
New
65
Added
244
Reduced
270
Sold out
36
Shares held by filers
102,428,189

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Running Point Capital Advisors, LLC513$37.3K0.01%013F-HRTimeline
Tradewinds Capital Management, LLC508$36.9K0.01%-213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…498$36.2K<0.01%-66113F-HRTimelineGroup
SOA Wealth Advisors, LLC.489$35.5K0.01%new13F-HRTimeline
Covenant Partners, LLC474$34.5K0.01%+2613F-HRTimeline
C M BIDWELL & ASSOCIATES LTD451$32.8K0.02%013F-HRTimeline
MCF Advisors LLC451$32.8K<0.01%013F-HRTimeline
Choate Investment Advisors428$31.1K<0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc422$30.7K0.01%+613F-HRTimeline
DiNuzzo Private Wealth, Inc.405$29.4K<0.01%013F-HRTimeline
Stephens Consulting, LLC403$29.3K0.01%013F-HRTimeline
Gen-Wealth Partners Inc395$28.7K0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors388$28.2K<0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC375$27.2K<0.01%+813F-HRTimeline
Murphy & Mullick Capital Management Corp369$26.7K0.02%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…366$26.6K<0.01%-10513F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC356$25.9K<0.01%013F-HRTimelineGroup
AMERICAN NATIONAL BANK & TRUST352$25.6K<0.01%013F-HRTimeline
NFSG Corp334$24.3K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC333$24.2K0.01%013F-HRTimeline
MRP Capital Investments, LLC331$24.1K0.02%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.336$24K0.01%013F-HRTimeline
IAG Wealth Partners, LLC326$23.7K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp297$21.6K<0.01%+21613F-HRTimelineGroup
Coston, McIsaac & Partners301$21K0.01%013F-HRTimeline
Pacifica Partners Inc.278$20.1K0.01%013F-HRTimeline
TSFG, LLC279$20K<0.01%013F-HRTimeline
Bogart Wealth, LLC274$19.9K<0.01%013F-HRTimeline
Integrity Financial Corp /WA272$19.8K0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP261$19K<0.01%013F-HRTimelineGroup
Private Wealth Asset Management, LLC251$18.2K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC250$18.2K<0.01%013F-HR/ATimeline
Private Wealth Management Group, LLC242$17.6K0.01%-24713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…230$16.7K<0.01%-6,55413F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC222$16.1K<0.01%013F-HRTimeline
Newton One Investments LLC212$15.4K<0.01%+313F-HRTimeline
Covestor Ltd202$15K0.01%+2413F-HRTimeline
Medallion Wealth Advisors, LLC199$14.5K0.01%-713F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC198$14.4K<0.01%-2,02313F-HRTimelineGroup
S&T Bank/PA191$13.9K<0.01%013F-HRTimeline
Pandora Wealth, Inc.180$13.1K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.172$13K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Robinswood Financial LLC177$12.9K<0.01%+313F-HRTimeline
Cherry Tree Wealth Management, LLC171$12.4K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.168$12.2K<0.01%-1,30513F-HRTimeline
CNB Bank165$12K0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…162$11.8K<0.01%new13F-HRTimeline
EASTERN BANK160$11.6K<0.01%new13F-HRTimeline
Capital A Wealth Management, LLC186$11.5K0.13%-32,29513F-HRTimeline
Financial Perspectives, Inc156$11.4K<0.01%+213F-HRTimeline
MorganRosel Wealth Management, LLC154$11.2K<0.01%-1613F-HRTimeline
Clearstead Trust, LLC147$10.7K<0.01%+1313F-HRTimeline
Avion Wealth139$10K<0.01%+313F-HR/ATimeline
HOWE & RUSLING INC137$9.96K<0.01%+813F-HRTimeline
Vermillion & White Wealth Management Gr…134$9.74K0.01%013F-HRTimeline
FAS Wealth Partners, Inc.124$9.04K<0.01%013F-HRTimeline
Briaud Financial Planning Inc124$9K<0.01%013F-HRTimeline
CVA Family Office, LLC120$8.72K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.119$8.65K<0.01%013F-HRTimeline
New Millennium Group LLC111$8.07K<0.01%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd104$7.56K<0.01%-11113F-HR/ATimelineGroup
First Pacific Financial102$7.41K<0.01%-713F-HRTimeline
Smallwood Wealth Investment Management,…96$6.98K<0.01%013F-HRTimeline
Main Street Group, LTD90$6.54K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC87$6.32K<0.01%013F-HRTimeline
McIlrath & Eck, LLC84$6.11K<0.01%+113F-HRTimeline
Winch Advisory Services, LLC84$6.11K<0.01%013F-HRTimeline
WEBSTER BANK, N. A.83$6.03K<0.01%013F-HRTimeline
Beacon Capital Management, LLC76$5.5K<0.01%new13F-HRTimeline
Citizens National Bank Trust Department75$5.45K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.74$5.38K<0.01%-20513F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…72$5.23K<0.01%new13F-HRTimelineGroup
FIRST COMMUNITY TRUST NA62$4.51K<0.01%new13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC62$4.51K<0.01%+113F-HRTimelineGroup
Versant Capital Management, Inc62$4.51K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…58$4.22K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.54$3.92K<0.01%-23713F-HRTimeline
EQ WEALTH ADVISORS, LLC50$3.63K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC50$3.62K<0.01%+113F-HRTimeline
Rosenberg Matthew Hamilton49$3.56K<0.01%new13F-HRTimeline
EPG Wealth Management LLC45$3.24K<0.01%+113F-HRTimeline
Anchor Investment Management, LLC42$3.05K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC54$3K<0.01%013F-HRTimeline
Westside Investment Management, Inc.41$2.98K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC41$2.98K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.40$2.91K<0.01%013F-HRTimeline
Blue Trust, Inc.39$2.83K<0.01%013F-HRTimeline
Essential Partners LLC37$2.69K<0.01%13F-HRTimeline
AMERIFLEX GROUP, INC.35$2.52K<0.01%-6113F-HRTimeline
Bell Investment Advisors, Inc33$2.4K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC32$2.29K<0.01%-1413F-HRTimeline
Kiker Wealth Management, LLC30$2.18K<0.01%013F-HRTimeline
Promus Capital, LLC30$2.18K<0.01%-1513F-HR/ATimeline
Founders Financial Alliance, LLC29$2.11K<0.01%-1013F-HRTimeline
Roxbury Financial LLC28$2.04K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.24$1.74K<0.01%13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/23$1.67K<0.01%new13F-HRTimeline
Archer Investment Corp22$1.6K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.25$1.52K<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.18$1.3K<0.01%-1913F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK17$1.24K<0.01%-99313F-HRTimelineGroup
Fourth Dimension Wealth, LLC10$708<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC9$655<0.01%new13F-HRTimeline
Providence Capital Advisors, LLC8$581<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT7$509<0.01%013F-HRTimeline
ALERUS FINANCIAL NA6$436<0.01%new13F-HRTimeline
Fairway Wealth LLC6$436<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …5$397<0.01%13F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC1$45<0.01%new13F-HRTimeline
Sachetta, LLC0$4<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.