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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 2024-12-31, 97,466,207 shares in all. 45 filers opened a position and 63 filers sold out during the quarter.

Managers
698
13F filers
707
New
45
Added
266
Reduced
229
Sold out
63
Shares held by filers
97,466,207

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,715,329$590M0.56%-3,343,92013F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers8,868,010$539M1.01%+28,01513F-HRTimelineGroup
Creative Planningin group Creative Planning4,696,161$285M0.28%-137,18513F-HRTimelineGroup
FMR LLCin group FMR LLC4,474,873$272M0.02%+765,64513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,595,144$218M0.04%+343,41913F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.3,580,203$217M<0.01%+319,01813F-HRTimelineGroup
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…3,560,557$216M0.87%013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,523,657$214M0.04%-61,59313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,347,926$203M0.02%+1,500,33813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,628,514$160M0.01%-65,10113F-HR/ATimelineGroup
Modera Wealth Management, LLC2,422,047$147M1.78%+151,00913F-HRTimeline
TIAAgroup of 3 filers holding1,989,443$121M-114,399Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,655,715$101M0.07%-5,66513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,569,836$95.4M-48,440Timeline
CITIGROUP INCin group CITIGROUP INC1,451,595$88.2M0.08%+1,406,67613F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding1,336,670$81.2M+138,251Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,301,235$79.1M0.01%-7,62213F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,118,316$67.9M0.01%-8,18313F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,069,989$65M0.01%+231,28613F-HRTimelineGroup
Cassaday & Co Wealth Management LLC1,020,557$62M1.69%+133,02613F-HRTimeline
Forvis Mazars Wealth Advisors, LLC960,484$58.3M1.34%-137,02813F-HRTimeline
Alberta Investment Management Corp905,092$55M0.37%+340,03513F-HRTimeline
HighTower Advisors, LLC775,612$47.1M0.06%-35,04013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC716,616$43.5M0.93%+42,63813F-HRTimeline
Financial Advisory Corp711,744$43.2M7.55%13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/683,383$41.5M0.02%+13,37513F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.680,651$41.3M0.26%+10,24713F-HRTimeline
One Capital Management, LLC656,869$39.9M1.32%+2,64113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP645,375$39.2M0.07%-23,78913F-HRTimelineGroup
LPL Financial LLC609,238$37M0.02%+26,73213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…607,487$36.9M0.03%+15,79713F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…586,929$35.7M0.01%-100,05913F-HRTimelineGroup
Wilmington Savings Fund Society, FSB578,686$35.2M0.63%+7,06113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources539,546$32.8M0.01%+78,49713F-HRTimelineGroup
State of Tennessee, Department of Treas…524,021$31.8M0.12%-182,25813F-HRTimeline
Plancorp, LLC461,050$28M1.15%+15,39813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC460,339$28M0.39%-13,24913F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC451,833$27.4M1.54%-12,21113F-HR/ATimeline
Baker Avenue Asset Management, LP434,697$26.4M0.81%+5,30413F-HRTimeline
Ballentine Partners, LLC433,166$26.3M0.45%-8,65513F-HRTimeline
Federation des caisses Desjardins du Qu…432,866$26.3M0.13%+41,57313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN393,911$23.9M0.01%+67,65513F-HRTimelineGroup
CHOREO, LLC390,194$23.7M0.34%-16,49413F-HRTimeline
Mill Creek Capital Advisors, LLC339,313$20.6M0.49%-6,00113F-HRTimeline
Arvest Bank Trust Division338,202$20.5M1.24%+4,13013F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding332,979$20.2M+35,580Timeline
Bear Mountain Capital, Inc.314,324$19.5M7.59%+19,99213F-HRTimeline
Brand Asset Management Group, Inc.317,821$19.3M7.84%+9,74413F-HRTimeline
QUADRANT CAPITAL GROUP LLC300,267$18.2M1.26%+5,92713F-HRTimeline
Shakespeare Wealth Management, LLC288,201$17.5M4.72%+7,58113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP277,082$16.8M0.03%+4,45113F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.270,840$16.5M0.16%+91613F-HRTimelineGroup
Shore Point Advisors, LLC262,982$16M8.59%+9,60613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC260,156$15.8M0.02%+2,49513F-HRTimeline
MAI Capital Management260,022$15.8M0.12%+10,02113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding245,630$14.9M-84,592Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP241,985$14.7M0.02%-2,51313F-HRTimelineGroup
Cetera Investment Advisers226,134$13.7M0.03%+3,74913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC224,959$13.7M0.01%13F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA222,739$13.5M<0.01%+19,66113F-HRTimelineGroup
Full Sail Capital, LLC215,568$13.1M0.83%-4,33213F-HRTimeline
Checchi Capital Advisers, LLC213,998$13M0.97%+20,11613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC213,085$12.9M0.1%-8,73113F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP201,609$12.2M0.29%+2,25913F-HRTimeline
FIRST CITIZENS BANK & TRUST CO199,741$12.1M0.22%-16,99013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC189,564$11.5M0.42%-66313F-HRTimeline
Wealth Architects, LLC186,106$11.3M1.28%-1,13113F-HRTimeline
Parcion Private Wealth LLC177,622$10.8M0.83%-1,73213F-HRTimeline
Klingman & Associates, LLC171,363$10.4M0.64%-7,14513F-HRTimeline
RTD Financial Advisors, Inc.168,866$10.3M1.32%+11,16213F-HRTimeline
Pure Financial Advisors, LLC164,089$9.97M0.23%-3,66813F-HRTimeline
Austin Private Wealth, LLC163,479$9.93M0.93%-9,95713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.158,250$9.62M0.02%+2,54913F-HR/ATimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.157,140$9.55M0.02%-26,84113F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC156,947$9.53M0.04%-65,81613F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co155,955$9.47M0.3%-4,18813F-HRTimeline
IMA Advisory Services, Inc.152,767$9.27M1.12%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS151,986$9.23M0.03%-2,22013F-HRTimeline
Mariner, LLCin group Mariner, LLC149,266$9.07M0.02%-228,30313F-HRTimelineGroup
SACHEM HILL LLC143,361$8.71M1.82%+2,16313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp137,982$8.38M0.03%-14,32013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…137,547$8.36M0.02%+1,14613F-HR/ATimeline
WESCAP Management Group, Inc.137,173$8.33M2.02%-2,39313F-HRTimeline
Omega Financial Group, LLC134,981$8.2M3.1%+8,45013F-HRTimeline
Financiere des Professionnels - Fonds d…134,500$8.17M0.57%013F-HRTimeline
Covenant Partners, LLC131,774$8.01M2.47%+42913F-HRTimeline
Shoker Investment Counsel, Inc.127,117$7.72M2.61%+1,53313F-HRTimeline
Fairhaven Wealth Management, LLC126,327$7.67M2.4%-44813F-HRTimeline
Sound Stewardship, LLC125,765$7.64M4.54%+3,96613F-HRTimeline
FSM Wealth Advisors, LLC125,616$7.61M1.86%+19,78013F-HRTimeline
DORVAL Corp124,238$7.55M3%+6,27113F-HRTimeline
Ifrah Financial Services, Inc.123,584$7.51M2.07%+1,01513F-HRTimeline
Waverly Advisors, LLC121,150$7.36M0.11%-19,42713F-HRTimeline
BRIGHTON JONES LLC118,917$7.22M0.21%+5,38213F-HR/ATimeline
GREAT LAKES ADVISORS, LLC116,492$7.08M0.06%-1,29313F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co115,587$7.02M0.6%+15013F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.109,729$6.67M0.09%+7,65213F-HRTimelineGroup
Cambridge Investment Research Advisors,…108,695$6.6M0.02%+44,51213F-HRTimeline
Integrated Wealth Concepts LLC108,165$6.57M0.08%+12,83913F-HRTimeline
Private Portfolio Partners LLC108,035$6.56M1.21%-42613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC106,982$6.5M<0.01%-1,35813F-HRTimelineGroup
Larson Financial Group LLC106,682$6.48M0.34%-8,57613F-HRTimeline
Investors Research Corp105,117$6.39M1.4%-4,56913F-HRTimeline
BANK OF STOCKTON102,238$6.21M1.89%+1,52013F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC102,045$6.2M<0.01%+95,76613F-HRTimelineGroup
PINNACLE ASSOCIATES LTD100,796$6.12M0.08%-20,54713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC100,601$6.11M0.01%+5,29013F-HRTimelineGroup
ARVEST INVESTMENTS, INC.100,330$6.1M0.97%-57813F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC98,315$5.97M0.28%-6,87013F-HRTimeline
Bryn Mawr Trust Advisors, LLC96,434$5.86M0.32%+10,65313F-HR/ATimeline
Washington Trust Bank93,223$5.66M0.54%+6,62113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sterling Capital Management LLC91,834$5.58M0.08%-10,52713F-HRTimeline
NewEdge Advisors, LLC91,813$5.58M0.03%+2,33613F-HRTimeline
Fonville Wealth Management LLC87,092$5.29M1.75%+5,60913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\85,435$5.2M0.01%+13,43013F-HRTimelineGroup
Pinnacle Wealth Management Advisory Gro…85,493$5.19M0.49%-1,50613F-HRTimeline
BANK OF HAWAII85,437$5.19M0.29%-2,22513F-HRTimeline
Brooklyn FI, LLC85,433$5.19M1.73%+11,32713F-HR/ATimeline
American Financial Advisors, LLC85,298$5.18M0.73%-19,28613F-HRTimeline
SVB WEALTH LLC82,387$5M0.09%+55,40413F-HRTimeline
Waldron Private Wealth LLC81,143$4.93M0.2%+64,46413F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC78,367$4.76M1.78%new13F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC77,021$4.68M0.01%+25,06913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC76,612$4.65M0.02%+1,99513F-HRTimeline
IFG Advisors, LLC76,275$4.63M0.92%+7,59113F-HRTimeline
Quent Capital, LLC76,212$4.63M0.48%-81313F-HRTimeline
Heritage Trust Co74,658$4.54M0.53%13F-HRTimeline
Latigo Investments, LLC74,019$4.5M2.29%013F-HRTimeline
Allworth Financial LP71,664$4.42M0.02%+49,02313F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC72,679$4.42M1.78%+4,61413F-HRTimeline
My Personal CFO, LLC72,534$4.41M2.26%-1,65313F-HRTimeline
LTG Capital LLC72,195$4.39M3.68%+3,11213F-HRTimeline
&PARTNERS69,373$4.31M0.05%+34,65113F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC70,179$4.26M<0.01%+6,46013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA68,783$4.18M0.02%-6,10813F-HRTimelineGroup
Cornerstone Management, Inc.68,601$4.17M0.81%-24,19113F-HRTimeline
FCA CORP /TX67,986$4.13M1.29%+5313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding66,939$4.07M-3,277Timeline
Goldstein Advisors, LLC66,142$4.02M0.58%+1,63513F-HRTimeline
HARBOR ADVISORY CORP /MA/65,942$4.01M1.32%-5,58113F-HRTimeline
Merriman Wealth Management, LLC65,739$3.99M0.17%-123,96013F-HRTimeline
Clearwater Capital Advisors, LLC65,720$3.99M0.39%-2,78313F-HRTimeline
Bleakley Financial Group, LLC64,767$3.93M0.12%+1,84013F-HRTimeline
MSH Capital Advisors LLC64,063$3.89M1.23%-20,85313F-HRTimeline
NWAM LLC63,914$3.88M0.24%+2,93613F-HRTimeline
Cascade Financial Partners, LLC63,095$3.83M0.5%+2,36313F-HRTimeline
COMERICA BANK60,338$3.67M0.01%-1,21613F-HR/ATimeline
NorthStar Asset Management LLC /NJ/60,015$3.65M2.32%+4,86313F-HRTimeline
ASPIRIANT, LLC57,260$3.48M0.13%+7113F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding57,113$3.47M+5,341Timeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO55,402$3.37M<0.01%+25,97713F-HRTimelineGroup
Oak Root LLC55,010$3.34M0.44%new13F-HRTimeline
Total Wealth Planning, LLC53,749$3.27M0.51%-70513F-HRTimeline
Parkside Financial Bank & Trust52,741$3.2M0.42%+1,35113F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co52,300$3.18M0.07%013F-HRTimelineGroup
World Investment Advisors51,776$3.15M0.09%-2,25913F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …50,785$3.08M<0.01%-14,57413F-HRTimelineGroup
Foundation Wealth Management, LLC\PA49,713$3.02M1.46%13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.48,967$2.97M0.21%-86013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC48,910$2.97M0.04%-1,22513F-HRTimeline
HANCOCK WHITNEY CORP48,672$2.96M0.09%+4,84313F-HRTimeline
Regal Investment Advisors LLC48,546$2.95M0.22%+84013F-HRTimeline
Partners in Financial Planning48,264$2.93M0.6%+74013F-HRTimeline
Acropolis Investment Management, LLC47,795$2.9M0.17%-2,03813F-HRTimeline
Genesis Wealth Advisors, LLC47,631$2.89M2.52%13F-HRTimeline
Narus Financial Partners, LLC46,443$2.82M0.95%-51413F-HRTimeline
MARTIN & CO INC /TN/45,120$2.74M0.68%-1,57413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV44,611$2.71M0.01%-5,73513F-HRTimeline
Disciplined Investments, LLC44,444$2.7M1.33%+80913F-HRTimeline
Richard W. Paul & Associates, LLC43,969$2.67M0.97%+1,13613F-HRTimeline
Coyle Financial Counsel LLC43,551$2.65M0.84%-1,71613F-HRTimeline
Creekside Partners42,789$2.6M1.35%+53813F-HRTimeline
Abacus Planning Group, Inc.40,787$2.48M0.44%+1,07413F-HRTimeline
Beacon Harbor Wealth Advisors, Inc.40,546$2.46M0.57%+2,49813F-HRTimeline
Elm Partners Management LLC38,789$2.36M0.16%-88913F-HRTimeline
Partnership Wealth Management, LLC38,757$2.35M1.96%+7,97613F-HRTimeline
Pointe Capital Management LLC38,630$2.35M1.35%-2,29113F-HR/ATimeline
Corrigan Financial, Inc.38,149$2.32M0.53%+53513F-HRTimeline
Avior Wealth Management, LLC38,029$2.3M0.08%+1,42913F-HRTimeline
UMB Bank, n.a.37,830$2.3M0.04%-18,49113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
D.A. DAVIDSON & CO.37,616$2.29M0.02%-57,51113F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp37,082$2.25M0.14%+24,80813F-HRTimelineGroup
Guidance Point Advisors, LLC36,857$2.24M0.63%+1,21313F-HRTimeline
KELLY FINANCIAL GROUP LLC36,710$2.23M0.79%13F-HRTimeline
Nicholas Hoffman & Company, LLC.36,693$2.23M0.09%-5,05213F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Efficient Advisors, LLC36,462$2.22M0.14%-54613F-HRTimeline
Noble Family Wealth, LLC36,354$2.21M0.61%+5,54813F-HRTimeline
VANCE WEALTH, LLC36,099$2.19M0.85%-1,55813F-HRTimeline
IHT Wealth Management, LLC35,806$2.18M0.07%+2,23213F-HRTimeline
BIP Wealth, LLC35,732$2.17M0.15%+38913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC35,450$2.15M0.02%+2,33113F-HRTimelineGroup
Rialto Wealth Management, LLC35,260$2.14M0.71%13F-HRTimeline
PrairieView Partners, LLC34,900$2.12M0.22%-3,96613F-HRTimeline
Vise Technologies, Inc.34,892$2.12M0.18%+2,55713F-HRTimeline
Global Retirement Partners, LLC34,828$2.12M0.06%+66913F-HRTimeline
Hi-Line Capital Management, LLC34,738$2.11M0.92%new13F-HRTimeline
Eagle Strategies LLC34,619$2.1M0.36%+3,19613F-HRTimeline
Prosperity Planning, Inc.34,160$2.08M0.67%+1,44313F-HRTimeline
Crewe Advisors LLC34,028$2.07M0.29%-7,64713F-HRTimeline
Composition Wealth, LLC34,018$2.07M0.04%-6,18513F-HRTimeline