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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 2025-09-30, 101,023,066 shares in all. 37 filers opened a position and 43 filers sold out during the quarter.

Managers
698
13F filers
707
New
37
Added
184
Reduced
287
Sold out
43
Shares held by filers
101,023,066

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC356$27.3K<0.01%013F-HRTimelineGroup
AMERICAN NATIONAL BANK & TRUST352$27K<0.01%013F-HRTimeline
NFSG Corp334$25.6K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC333$25.5K0.01%013F-HRTimeline
IAG Wealth Partners, LLC326$25K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.336$25K0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.320$24.6K0.02%new13F-HRTimeline
MRP Capital Investments, LLC331$24.1K0.02%013F-HR/ATimeline
Dogwood Wealth Management LLC300$23K0.01%-1,47113F-HRTimeline
Coston, McIsaac & Partners301$23K0.01%013F-HRTimeline
Pacifica Partners Inc.278$21.4K0.01%013F-HRTimeline
Wealth Watch Advisors, INC275$21.1K0.01%new13F-HRTimeline
Bogart Wealth, LLC274$21K<0.01%013F-HRTimeline
TSFG, LLC279$21K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP268$20.6K<0.01%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP261$20K<0.01%013F-HRTimelineGroup
Corsicana & Co.261$20K0.01%13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC250$19.2K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.232$17.8K<0.01%+20713F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…230$17.8K<0.01%-66613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC222$17.3K<0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp220$16.7K0.02%13F-HR/ATimeline
Newton One Investments LLC212$16.3K<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC198$15.2K<0.01%013F-HRTimelineGroup
S&T Bank/PA191$14.7K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC185$14.2K0.01%-1413F-HRTimeline
Pandora Wealth, Inc.180$13.8K0.01%013F-HRTimeline
Robinswood Financial LLC177$13.6K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC171$13.1K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.172$13K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CNB Bank165$12.7K0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…162$12.5K<0.01%013F-HRTimeline
EASTERN BANK160$12.3K<0.01%013F-HRTimeline
Financial Perspectives, Inc156$12K<0.01%013F-HRTimeline
Covestor Ltd154$12K0.01%-4813F-HRTimeline
First Pacific Financial153$11.7K<0.01%+5113F-HRTimeline
Clearstead Trust, LLC147$11.3K<0.01%013F-HRTimeline
HOWE & RUSLING INC137$10.5K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…134$10.3K0.01%013F-HRTimeline
Avion Wealth139$10K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.124$9.54K<0.01%013F-HRTimeline
CVA Family Office, LLC120$9.21K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC120$9.19K<0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.119$9.13K<0.01%013F-HRTimeline
Strategic Advocates LLC118$9.05K<0.01%new13F-HRTimeline
Washington Trust Advisors, Inc.117$8.98K<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC113$8.67K<0.01%-12913F-HRTimeline
New Millennium Group LLC111$8.52K<0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…97$7.44K<0.01%new13F-HRTimeline
Smallwood Wealth Investment Management,…96$7.37K<0.01%013F-HRTimeline
United Financial Planning Group LLC95$7.31K<0.01%13F-HRTimeline
Strengthening Families & Communities, L…92$7.07K<0.01%new13F-HRTimeline
Main Street Group, LTD90$6.91K<0.01%013F-HRTimeline
Versant Capital Management, Inc87$6.67K<0.01%+2513F-HRTimeline
Provenance Wealth Advisors, LLC87$6.67K<0.01%013F-HRTimeline
McIlrath & Eck, LLC84$6.45K<0.01%013F-HRTimeline
Winch Advisory Services, LLC84$6.44K<0.01%013F-HRTimeline
WEBSTER BANK, N. A.83$6.37K<0.01%013F-HRTimeline
Blume Capital Management, Inc.79$6.06K<0.01%new13F-HRTimeline
Citizens National Bank Trust Department75$5.75K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.74$5.68K<0.01%013F-HRTimeline
Security National Bank72$5.52K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc70$5.37K<0.01%+3713F-HRTimeline
Compass Financial Services Inc64$4.91K<0.01%new13F-HRTimeline
FIRST COMMUNITY TRUST NA62$4.76K<0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC62$4.76K<0.01%013F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…58$4.47K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…56$4.3K<0.01%-1613F-HRTimelineGroup
OAKWORTH CAPITAL, INC.54$4.14K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC54$4K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC50$3.82K<0.01%013F-HRTimeline
Root Financial Partners, LLC46$3.5K<0.01%new13F-HRTimeline
EPG Wealth Management LLC45$3.42K<0.01%013F-HRTimeline
Anchor Investment Management, LLC42$3.22K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.40$3.07K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC39$2.99K<0.01%+1013F-HRTimeline
Blue Trust, Inc.39$2.99K<0.01%013F-HRTimeline
Essential Partners LLC37$2.84K<0.01%013F-HRTimeline
Rice Partnership, LLC36$2.76K<0.01%new13F-HRTimeline
Dynamic Wealth Strategies, LLC36$2.76K<0.01%new13F-HRTimeline
Providence Capital Advisors, LLC34$2.61K<0.01%+2613F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC33$2.53K<0.01%new13F-HRTimeline
Promus Capital, LLC30$2.3K<0.01%013F-HRTimeline
Roxbury Financial LLC28$2.15K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.24$1.84K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/23$1.76K<0.01%013F-HRTimeline
Archer Investment Corp22$1.69K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…17$1.3K<0.01%-21313F-HRTimelineGroup
Fourth Dimension Wealth, LLC10$748<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC9$691<0.01%013F-HRTimeline
Integrity Financial Corp /WA9$690<0.01%-26313F-HRTimeline
IMG Wealth Management, Inc.9$690<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT7$537<0.01%013F-HRTimeline
HighMark Wealth Management LLC7$517<0.01%new13F-HRTimeline
ALERUS FINANCIAL NA6$460<0.01%013F-HRTimeline
HM PAYSON & CO5$384<0.01%new13F-HRTimeline
Palisade Asset Management, LLC3$231<0.01%new13F-HRTimeline
Sachetta, LLC0$4<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.