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Disclosery

SCZ ISHARES TR

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ETF (fund)

744 managers (754 13F filers) reported a position in SCZ shares at 2025-12-31, 124,889,675 shares in all. 57 filers opened a position and 47 filers sold out during the quarter.

Managers
744
13F filers
754
New
57
Added
255
Reduced
230
Sold out
47
Shares held by filers
124,889,675

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Align Financial, LLC41,401$41.4K0.03%13F-HRTimeline
Atlantic Edge Private Wealth Management…516$40K0.01%013F-HRTimeline
Running Point Capital Advisors, LLC513$39.8K0.01%013F-HRTimeline
Tradewinds Capital Management, LLC508$39.4K0.01%013F-HRTimeline
High Point Wealth Management, LLC500$38.8K0.04%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…498$38.6K<0.01%013F-HRTimelineGroup
Covenant Partners, LLC483$37.4K0.01%+513F-HRTimeline
MCF Advisors LLC451$35K<0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD451$35K0.02%013F-HRTimeline
KERR FINANCIAL PLANNING Corp440$34.7K0.05%+22013F-HR/ATimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…427$33.3K0.01%new13F-HRTimeline
IFC & Insurance Marketing, Inc.413$32K0.03%13F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC406$31.5K<0.01%13F-HRTimeline
DiNuzzo Private Wealth, Inc.405$31.4K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc395$30.6K0.01%013F-HRTimeline
Daytona Street Capital LLC393$30.5K0.02%13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors388$30.1K<0.01%013F-HRTimelineGroup
CX Institutional370$29K<0.01%-5013F-HRTimeline
Murphy & Mullick Capital Management Corp369$28.6K0.02%013F-HRTimeline
Glass Jacobson Investment Advisors llc365$28.3K0.01%-5713F-HRTimeline
Benson Wealth Management INC361$28K0.03%13F-HRTimeline
SHP Wealth Management360$28K<0.01%13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC356$27.6K<0.01%013F-HRTimelineGroup
AMERICAN NATIONAL BANK & TRUST352$27.3K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…346$26.8K<0.01%-9613F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC340$26.4K0.01%+713F-HRTimeline
HAZLETT, BURT & WATSON, INC.336$26K0.01%013F-HRTimeline
NFSG Corp334$25.9K<0.01%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC334$25.9K<0.01%new13F-HRTimeline
MRP Capital Investments, LLC331$25.7K0.02%013F-HRTimeline
IAG Wealth Partners, LLC326$25.3K<0.01%013F-HRTimeline
Hamilton Point Investment Advisors, LLC325$25.2K<0.01%new13F-HRTimeline
Reyes Financial Architecture, Inc.320$24.8K0.02%013F-HRTimeline
Strive Financial Group ,LLC317$24.6K0.01%13F-HR/ATimeline
Finley Financial, LLC300$23.3K0.01%new13F-HRTimeline
Coston, McIsaac & Partners301$23K0.01%013F-HRTimeline
TSFG, LLC279$22K<0.01%013F-HRTimeline
Pacifica Partners Inc.278$21.7K0.01%013F-HRTimeline
Bogart Wealth, LLC274$21.2K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC274$21.2K0.01%-2613F-HRTimeline
Dunhill Financial, LLC270$20.9K0.01%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP261$20.2K<0.01%013F-HRTimelineGroup
Corsicana & Co.261$20.2K0.01%013F-HRTimeline
Nemes Rush Group LLC256$19.8K<0.01%new13F-HRTimeline
Private Wealth Asset Management, LLC251$19.5K<0.01%-10813F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…230$19.2K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.236$18.3K<0.01%+413F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC235$18.2K<0.01%+3713F-HRTimelineGroup
Merited Wealth, LLC233$18.1K0.02%13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC222$17.6K<0.01%013F-HRTimeline
Newton One Investments LLC216$16.8K<0.01%+413F-HRTimeline
Qube Research & Technologies Ltd208$16.1K<0.01%new13F-HRTimeline
Lodestone Wealth Management LLC200$15.5K0.01%new13F-HRTimeline
Modus Advisors, LLC194$15K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.196$15K<0.01%+2413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
S&T Bank/PA191$14.8K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC185$14.3K<0.01%013F-HRTimeline
Robinswood Financial LLC180$14K<0.01%+313F-HRTimeline
Pandora Wealth, Inc.180$14K0.01%013F-HRTimeline
Anchor Investment Management, LLC173$13.4K<0.01%+13113F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…165$12.8K<0.01%+313F-HRTimeline
CNB Bank165$12.8K0.01%013F-HRTimeline
EASTERN BANK160$12.4K<0.01%013F-HRTimeline
Financial Perspectives, Inc160$12.4K<0.01%+413F-HRTimeline
Monetary Solutions, Ltd157$12.2K0.01%13F-HRTimeline
McIlrath & Eck, LLC155$12K<0.01%+7113F-HRTimeline
First Pacific Financial155$12K<0.01%+213F-HRTimeline
Cherry Tree Wealth Management, LLC153$11.9K<0.01%-1813F-HRTimeline
Clearstead Trust, LLC147$11.4K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC143$11.1K<0.01%new13F-HRTimeline
HOWE & RUSLING INC137$10.6K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.136$10.5K<0.01%+11213F-HRTimeline
Vermillion & White Wealth Management Gr…134$10.4K0.01%013F-HRTimeline
Avion Wealth141$10K<0.01%+213F-HRTimeline
FAS Wealth Partners, Inc.125$9.66K<0.01%+113F-HRTimeline
Dorato Capital Management120$9.63K0.01%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…124$9.61K<0.01%+10713F-HRTimelineGroup
CVA Family Office, LLC120$9.3K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.119$9.23K<0.01%013F-HRTimeline
Strategic Advocates LLC118$9.19K<0.01%013F-HRTimeline
Networth Advisors, LLC118$9.15K0.01%13F-HRTimeline
Washington Trust Advisors, Inc.117$9.07K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC113$8.76K<0.01%013F-HRTimeline
New Millennium Group LLC111$8.61K<0.01%013F-HRTimeline
Wealth Watch Advisors, INC108$8.37K<0.01%-16713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…103$7.99K<0.01%new13F-HRTimeline
Hilton Head Capital Partners, LLC101$7.86K<0.01%13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC100$7.75K<0.01%new13F-HRTimelineGroup
OPTIMA CAPITAL LLC96$7.48K<0.01%new13F-HRTimeline
Smallwood Wealth Investment Management,…96$7.44K<0.01%013F-HRTimeline
United Financial Planning Group LLC95$7.39K<0.01%013F-HRTimeline
Versant Capital Management, Inc87$6.75K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC87$6.75K<0.01%013F-HRTimeline
WEBSTER BANK, N. A.83$6.43K<0.01%013F-HRTimeline
Essential Investment Partners LLC80$6.2K0.01%13F-HRTimeline
Blume Capital Management, Inc.79$6.12K<0.01%013F-HRTimeline
Planning Project LLC79$6.12K<0.01%13F-HRTimeline
Covestor Ltd72$6K<0.01%-8213F-HRTimeline
Citizens National Bank Trust Department75$5.82K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.74$5.74K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc70$5.43K<0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.68$5.27K<0.01%new13F-HRTimeline
Camelot Portfolios, LLC64$4.96K<0.01%new13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC63$4.9K<0.01%+113F-HRTimelineGroup
FIRST COMMUNITY TRUST NA62$4.81K<0.01%013F-HRTimeline
YANKCOM Partnership58$4.5K<0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…58$4.5K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…56$4.34K<0.01%013F-HRTimelineGroup
OAKWORTH CAPITAL, INC.54$4.19K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC54$4K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC51$3.95K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC51$3.93K<0.01%+113F-HRTimeline
EQ WEALTH ADVISORS, LLC50$3.88K<0.01%new13F-HRTimeline
True Wealth Design, LLC49$3.8K<0.01%new13F-HRTimeline
MidFirst Bank49$3.8K<0.01%13F-HRTimeline
Root Financial Partners, LLC46$3.55K<0.01%013F-HRTimeline
EPG Wealth Management LLC45$3.52K<0.01%013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK42$3.26K<0.01%-7,84913F-HRTimelineGroup
Triumph Capital Management41$3.18K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.40$3.1K<0.01%013F-HRTimeline
Blue Trust, Inc.39$3.02K<0.01%013F-HRTimeline
Essential Partners LLC37$2.87K<0.01%013F-HRTimeline
Providence Capital Advisors, LLC34$2.64K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC29$2.25K<0.01%-1013F-HRTimeline
Roxbury Financial LLC28$2.17K<0.01%013F-HRTimeline
SYM FINANCIAL Corp25$1.94K<0.01%new13F-HRTimeline
Winch Advisory Services, LLC15$1.91K<0.01%-6913F-HRTimeline
TRUST CO OF TOLEDO NA /OH/23$1.78K<0.01%013F-HRTimeline
Archer Investment Corp22$1.71K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…21$1.66K<0.01%new13F-HRTimeline
Stephens Consulting, LLC15$1.16K<0.01%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.15$1.16K<0.01%13F-HRTimeline
WINNACLE WEALTH LLC13$1.01K<0.01%new13F-HRTimeline
Garton & Associates Financial Advisors …13$1.01K<0.01%13F-HRTimeline
Fourth Dimension Wealth, LLC10$770<0.01%013F-HRTimeline
IMG Wealth Management, Inc.9$698<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT7$543<0.01%013F-HRTimeline
ALERUS FINANCIAL NA6$465<0.01%013F-HRTimeline
Kingdom Financial Group LLC.4$326<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.3$233<0.01%new13F-HRTimeline
Wilkerson Advisory Group LLC3$233<0.01%13F-HRTimeline
Lloyd Advisory Services, LLC.2$185<0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1$97<0.01%new13F-HRTimeline
FIRST CITIZENS INVESTOR SERVICES, INC.0$0-30,45913F-HR/ATimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.