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Disclosery

SCZ ISHARES TR

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ETF (fund)

752 managers (764 13F filers) reported a position in SCZ shares at 2026-03-31, 144,422,696 shares in all. 56 filers opened a position and 40 filers sold out during the quarter.

Managers
752
13F filers
764
New
56
Added
210
Reduced
278
Sold out
40
Shares held by filers
144,422,696

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Harbor Asset Planning, Inc.753$59K0.05%013F-HRTimeline
City State Bank722$56.6K0.01%013F-HRTimeline
AlphaCore Capital LLC706$55.4K<0.01%+4713F-HRTimeline
JNBA Financial Advisors700$54.9K<0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.688$53.9K0.02%013F-HRTimeline
Sound Income Strategies, LLC667$53.1K<0.01%-14413F-HRTimeline
MeadowBrook Investment Advisors LLC663$52K0.05%013F-HRTimeline
BITTERROOT CAPITAL ADVISORS LLC646$50.7K0.03%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.624$48.9K0.02%013F-HRTimeline
Cranbrook Wealth Management, LLC623$48.9K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…598$46.9K<0.01%+10013F-HR/ATimelineGroup
Godfrey Financial Associates, Inc.570$44.7K0.04%013F-HRTimeline
Perkins Coie Trust Co568$44.5K0.01%013F-HRTimeline
Align Financial, LLC534$41.9K0.02%-40,86713F-HRTimeline
Atlantic Edge Private Wealth Management…516$40.5K0.01%013F-HRTimeline
Tradewinds Capital Management, LLC508$39.8K0.01%013F-HRTimeline
Key Capital Management, INC504$39.5K0.03%new13F-HRTimeline
High Point Wealth Management, LLC500$39.2K0.04%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC463$36.3K<0.01%+22813F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…455$35.7K<0.01%+10913F-HRTimelineGroup
C M BIDWELL & ASSOCIATES LTD451$35.4K0.02%013F-HRTimeline
MCF Advisors LLC451$35.4K<0.01%013F-HRTimeline
Fairway Wealth LLC428$33.6K0.01%new13F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC406$31.9K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.405$31.8K<0.01%013F-HRTimeline
Daytona Street Capital LLC393$31.5K0.02%013F-HRTimeline
Gen-Wealth Partners Inc395$31K0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors388$30.4K<0.01%013F-HRTimelineGroup
Murphy & Mullick Capital Management Corp369$28.9K0.02%013F-HRTimeline
Glass Jacobson Investment Advisors llc365$28.6K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.359$28.6K<0.01%new13F-HRTimeline
Benson Wealth Management INC361$28.3K0.04%013F-HRTimeline
SHP Wealth Management360$28.3K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC356$27.9K<0.01%013F-HRTimelineGroup
AMERICAN NATIONAL BANK & TRUST352$27.6K<0.01%013F-HRTimeline
Sunrise Financial Services, LLC350$27.4K0.02%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC345$27.1K0.01%+513F-HRTimeline
NFSG Corp334$26.2K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.336$26K0.01%013F-HRTimeline
MRP Capital Investments, LLC331$26K0.02%013F-HRTimeline
IAG Wealth Partners, LLC326$25.6K<0.01%013F-HRTimeline
Hamilton Point Investment Advisors, LLC325$25.5K<0.01%013F-HRTimeline
Strive Financial Group ,LLC317$25K0.01%013F-HRTimeline
Coston, McIsaac & Partners301$23K0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.291$22.8K<0.01%+15513F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.283$22K<0.01%+8713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TSFG, LLC279$22K<0.01%013F-HRTimeline
Pacifica Partners Inc.278$21.8K0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.276$21.6K<0.01%new13F-HRTimeline
Bogart Wealth, LLC274$21.5K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC274$21.5K0.01%013F-HRTimeline
Marquette Asset Management, LLC264$20.7K<0.01%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP261$20.5K<0.01%013F-HRTimelineGroup
Nemes Rush Group LLC256$20.1K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC251$19.7K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC250$19.6K<0.01%new13F-HR/ATimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…230$19K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.236$18.5K<0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp220$18.2K0.01%-22013F-HR/ATimeline
Dunhill Financial, LLC230$18K<0.01%-4013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC222$17.7K<0.01%013F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…221$17K<0.01%new13F-HRTimelineGroup
Corsicana & Co.261$16.6K0.01%013F-HRTimeline
Lodestone Wealth Management LLC200$15.7K0.01%013F-HR/ATimeline
Medallion Wealth Advisors, LLC195$15.3K<0.01%+1013F-HRTimeline
S&T Bank/PA191$15K0.01%013F-HRTimeline
MBM WEALTH CONSULTANTS, LLC176$13.8K<0.01%new13F-HRTimeline
1015 Capital Partners, LLC170$13.3K0.01%-95913F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…167$13.1K0.01%-26013F-HRTimeline
Networth Advisors, LLC166$13K0.01%+4813F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…165$13K<0.01%013F-HRTimeline
CNB Bank165$12.9K0.01%013F-HRTimeline
EASTERN BANK160$12.5K<0.01%013F-HRTimeline
Financial Perspectives, Inc160$12.5K<0.01%013F-HRTimeline
Robinswood Financial LLC158$12.4K<0.01%-2213F-HR/ATimeline
Monetary Solutions, Ltd157$12.3K0.01%013F-HRTimeline
First Pacific Financial155$12.2K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC153$12K<0.01%013F-HRTimeline
Newton One Investments LLC151$11.9K<0.01%-6513F-HRTimeline
Elevated Capital Advisors, LLC143$11.2K<0.01%013F-HRTimeline
Avion Wealth141$11K<0.01%013F-HRTimeline
CX Institutional137$11K<0.01%-23313F-HRTimeline
HOWE & RUSLING INC129$10.1K<0.01%-813F-HRTimeline
Dorato Capital Management120$9.95K0.01%013F-HRTimeline
FAS Wealth Partners, Inc.125$9.77K<0.01%013F-HRTimeline
CVA Family Office, LLC120$9.41K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.119$9.33K<0.01%013F-HRTimeline
Washington Trust Advisors, Inc.117$9.17K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC113$8.86K<0.01%013F-HRTimeline
STRATEGIC ADVISORY PARTNERS, LLC108$8.47K0.01%new13F-HRTimeline
True Link Financial Advisors, LLC105$8.23K<0.01%new13F-HR/ATimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…103$8.21K<0.01%013F-HRTimeline
Covestor Ltd99$8K0.01%+2713F-HRTimeline
Hilton Head Capital Partners, LLC101$7.95K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC100$7.84K<0.01%013F-HRTimelineGroup
Smallwood Wealth Investment Management,…96$7.53K<0.01%013F-HRTimeline
United Financial Planning Group LLC95$7.47K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…93$7.29K<0.01%new13F-HRTimeline
Versant Capital Management, Inc87$6.82K<0.01%013F-HRTimeline
Main Street Group, LTD87$6.82K<0.01%new13F-HRTimeline
Provenance Wealth Advisors, LLC87$6.82K<0.01%013F-HRTimeline
Abound Wealth Management84$6.57K<0.01%new13F-HRTimeline
WEBSTER BANK, N. A.83$6.51K<0.01%013F-HRTimeline
Essential Investment Partners LLC80$6.27K0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.77$6.04K<0.01%+913F-HRTimeline
Citizens National Bank Trust Department75$5.88K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.74$5.8K<0.01%013F-HRTimeline
Burk Holdings LLC71$5.57K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc70$5.49K<0.01%013F-HRTimeline
Archer Investment Corp69$5.41K<0.01%+4713F-HRTimeline
Operose Advisors LLC69$5.41K<0.01%new13F-HRTimeline
Essential Partners LLC64$5.02K<0.01%+2713F-HRTimeline
FIRST COMMUNITY TRUST NA62$4.86K<0.01%013F-HRTimeline
YANKCOM Partnership58$4.55K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…58$4.53K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…56$4.39K<0.01%013F-HRTimelineGroup
OAKWORTH CAPITAL, INC.54$4.23K<0.01%013F-HRTimeline
Hickory Point Bank & Trust53$4.16K<0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC54$4K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC51$3.98K<0.01%013F-HRTimeline
EPG Wealth Management LLC45$3.56K<0.01%013F-HRTimeline
PlanVest Financial, Inc45$3.53K<0.01%13F-HRTimeline
Winch Advisory Services, LLC40$3.31K<0.01%+2513F-HRTimeline
Anchor Investment Management, LLC42$3.29K<0.01%-13113F-HRTimeline
DHJJ Financial Advisors, Ltd.40$3.14K<0.01%013F-HRTimeline
Blue Trust, Inc.39$3.06K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.36$2.82K<0.01%+2713F-HRTimeline
Providence Capital Advisors, LLC34$2.67K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton30$2.35K<0.01%new13F-HRTimeline
Founders Financial Alliance, LLC29$2.27K<0.01%013F-HRTimeline
Roxbury Financial LLC28$2.19K<0.01%013F-HRTimeline
SYM FINANCIAL Corp25$1.96K<0.01%013F-HRTimeline
MidFirst Bank25$1.96K<0.01%-2413F-HRTimeline
TRUST CO OF TOLEDO NA /OH/23$1.8K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…21$1.68K<0.01%013F-HRTimeline
Dixon Mitchell Investment Counsel Inc.20$1.57K<0.01%new13F-HRTimeline
Synergy Investment Management, LLC20$1.57K<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC16$1.25K<0.01%-3513F-HRTimeline
Wealth Enhancement Trust Services, Inc.15$1.18K<0.01%013F-HRTimeline
Clearstead Trust, LLC13$1.02K<0.01%-13413F-HRTimeline
Phillip James Consulting Co.8$1K<0.01%new13F-HRTimeline
First Command Advisory Services, Inc.11$863<0.01%new13F-HRTimeline
Fourth Dimension Wealth, LLC10$779<0.01%013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK9$706<0.01%-3313F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT7$549<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.7$549<0.01%new13F-HRTimeline
ALERUS FINANCIAL NA6$470<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.4$330<0.01%+213F-HRTimeline
Kingdom Financial Group LLC.4$330<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1$98<0.01%013F-HRTimeline
Sachetta, LLC1$68<0.01%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1$48<0.01%new13F-HRTimeline