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Disclosery

SCZ ISHARES TR

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ETF (fund)

682 managers (691 13F filers) reported a position in SCZ shares at 2025-03-31, 103,551,688 shares in all. 47 filers opened a position and 54 filers sold out during the quarter.

Managers
682
13F filers
691
New
47
Added
190
Reduced
286
Sold out
54
Shares held by filers
103,551,688

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10,190,121$655M0.59%+474,79213F-HR/ATimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers9,683,677$615M1.14%+815,66713F-HRTimelineGroup
TIAAgroup of 3 filers holding8,501,919$540M+6,929,709Timeline
BlackRock, Inc.in group BlackRock, Inc.5,070,162$322M0.01%+1,489,95913F-HRTimelineGroup
Creative Planningin group Creative Planning4,499,028$286M0.27%-197,13313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,884,691$247M0.02%+2,583,45613F-HRTimelineGroup
FMR LLCin group FMR LLC3,730,430$237M0.02%-744,44313F-HRTimelineGroup
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…3,560,557$226M1.02%013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,454,680$219M0.04%-68,97713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,449,588$219M0.04%-145,55613F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,530,027$161M0.01%-98,48713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,910,041$121M0.01%-1,437,88513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,514,778$96.2M-55,058Timeline
Focus Partners Wealthgroup of 2 filers holding1,447,049$91.9M+110,379Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,436,950$91.3M0.05%-218,76513F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC1,225,453$77.9M0.06%-226,14213F-HRTimelineGroup
Modera Wealth Management, LLC1,197,955$76.1M1.03%-1,224,09213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,107,168$70.3M0.01%-11,14813F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,090,404$69.3M0.02%+20,41513F-HRTimelineGroup
Cassaday & Co Wealth Management LLC1,079,289$68.6M1.93%+58,73213F-HRTimeline
Financiere des Professionnels - Fonds d…877,000$55.7M3.6%+742,50013F-HRTimeline
LPL Financial LLC743,180$47.2M0.02%+133,94213F-HRTimeline
HighTower Advisors, LLC731,912$46.5M0.06%-43,70013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.724,381$46M0.28%+43,73013F-HRTimeline
Alberta Investment Management Corp720,092$45.7M0.31%-185,00013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC689,995$43.8M1.05%-270,48913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP687,049$43.6M0.07%+41,67413F-HRTimelineGroup
State of Tennessee, Department of Treas…682,530$43.4M0.17%+158,50913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/672,213$42.7M0.02%-11,17013F-HRTimelineGroup
Financial Advisory Corp649,228$41.2M6.83%-62,51613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…583,080$37M0.03%-24,40713F-HRTimelineGroup
Wilmington Savings Fund Society, FSB582,846$37M0.69%+4,16013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources575,480$36.6M0.01%+35,93413F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…480,622$30.5M0.01%-106,30713F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC473,295$30.1M0.41%+12,95613F-HRTimeline
Plancorp, LLC454,138$28.9M1.14%-6,91213F-HRTimeline
Baker Avenue Asset Management, LP438,326$27.8M0.87%+3,62913F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC420,890$26.7M1.52%-30,94313F-HRTimeline
Ballentine Partners, LLC417,390$26.5M0.46%-15,77613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC403,601$25.6M0.55%-313,01513F-HRTimeline
Mariner, LLCin group Mariner, LLC395,166$25.1M0.04%+245,90013F-HRTimelineGroup
One Capital Management, LLC387,510$24.6M0.83%-269,35913F-HRTimeline
CHOREO, LLC367,541$23.3M0.36%-22,65313F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding351,906$22.4M+18,927Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN347,010$22M0.01%-46,90113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC341,744$21.7M0.01%+116,78513F-HRTimelineGroup
Arvest Bank Trust Division336,261$21.4M1.35%-1,94113F-HRTimeline
Bear Mountain Capital, Inc.316,174$21.1M8.15%+1,85013F-HRTimeline
Shakespeare Wealth Management, LLC290,415$18.5M4.94%+2,21413F-HRTimeline
Mill Creek Capital Advisors, LLC288,855$18.4M0.44%-50,45813F-HRTimeline
MAI Capital Management280,664$17.8M0.14%+20,64213F-HRTimeline
QUADRANT CAPITAL GROUP LLC274,023$17.4M0.65%-26,24413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.267,986$17M0.16%-2,85413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP263,411$16.7M0.03%-13,67113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC258,384$16.4M0.02%-1,77213F-HRTimeline
Brand Asset Management Group, Inc.247,875$15.7M6.57%-69,94613F-HRTimeline
Shore Point Advisors, LLC243,326$15.5M8.18%-19,65613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP241,875$15.4M0.02%-11013F-HRTimelineGroup
Cetera Investment Advisers241,151$15.3M0.03%+15,01713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA237,067$15.1M<0.01%+14,32813F-HR/ATimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding227,892$14.5M-17,738Timeline
Full Sail Capital, LLC216,349$13.7M0.89%+78113F-HRTimeline
FIRST CITIZENS BANK & TRUST CO212,079$13.5M0.34%+12,33813F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…204,033$13M0.13%new13F-HRTimelineGroup
Checchi Capital Advisers, LLC201,275$12.8M0.9%-12,72313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP198,803$12.6M0.32%-2,80613F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC187,772$11.9M0.44%-1,79213F-HRTimeline
Wealth Architects, LLC184,592$11.7M1.29%-1,51413F-HR/ATimeline
Savant Capital, LLCin group Savant Capital, LLC182,184$11.6M0.1%-30,90113F-HR/ATimelineGroup
RTD Financial Advisors, Inc.179,026$11.4M1.53%+10,16013F-HRTimeline
Klingman & Associates, LLC170,065$10.8M0.66%-1,29813F-HRTimeline
FSM Wealth Advisors, LLC157,879$10M2.26%+32,26313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.156,958$9.98M0.02%-1,29213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS156,650$9.95M0.02%+4,66413F-HRTimeline
Alesco Advisors, LLC, An ESL Co154,274$9.8M0.31%-1,68113F-HRTimeline
Pure Financial Advisors, LLC152,321$9.68M0.2%-11,76813F-HRTimeline
SACHEM HILL LLC141,114$8.96M1.76%-2,24713F-HRTimeline
Sterling Capital Management LLC140,442$8.92M0.14%+48,60813F-HRTimeline
Omega Financial Group, LLC138,967$8.83M3.39%+3,98613F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co109,400$8.82M0.23%+57,10013F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp136,916$8.7M0.03%-1,06613F-HRTimelineGroup
IMA Advisory Services, Inc.135,712$8.61M1.02%-17,05513F-HRTimeline
Shoker Investment Counsel, Inc.130,922$8.32M2.81%+3,80513F-HRTimeline
WESCAP Management Group, Inc.130,435$8.29M2.02%-6,73813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…128,392$8.16M0.02%-9,15513F-HRTimeline
Sound Stewardship, LLC127,583$8.11M4.62%+1,81813F-HRTimeline
DORVAL Corp126,394$7.95M3.2%+2,15613F-HRTimeline
Ifrah Financial Services, Inc.122,512$7.78M2.24%-1,07213F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC121,380$7.71M<0.01%+90,16713F-HR/ATimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.120,897$7.68M0.01%-36,24313F-HRTimelineGroup
BRIGHTON JONES LLC117,938$7.49M0.24%-97913F-HRTimeline
GREAT LAKES ADVISORS, LLC116,983$7.43M0.07%+49113F-HRTimeline
Cambridge Investment Research Advisors,…116,522$7.4M0.02%+7,82713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC116,202$7.38M<0.01%+9,22013F-HRTimelineGroup
Charles Schwab Trust Coin group Charles Schwab Trust Co115,058$7.31M0.61%-52913F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC114,962$7.3M0.44%+18,52813F-HRTimeline
Waverly Advisors, LLC114,861$7.3M0.09%-6,28913F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.113,868$7.23M0.1%+4,13913F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC113,639$7.22M0.03%-43,30813F-HRTimelineGroup
Larson Financial Group LLC102,205$6.49M0.31%-4,47713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC100,695$6.4M0.01%+9413F-HRTimelineGroup
ARVEST INVESTMENTS, INC.100,592$6.39M1.01%+26213F-HRTimeline
Investors Research Corp100,231$6.37M1.38%-4,88613F-HRTimeline
BANK OF STOCKTON99,675$6.33M2.02%-2,56313F-HRTimeline
Fonville Wealth Management LLC94,006$6.1M1.8%+6,91413F-HRTimeline
Brooklyn FI, LLC89,216$6.08M1.88%+3,78313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\94,904$6.04M0.01%+9,46913F-HRTimelineGroup
Integrated Wealth Concepts LLC94,966$6.03M0.07%-13,19913F-HRTimeline
Austin Private Wealth, LLC94,963$6.03M0.54%-68,51613F-HRTimeline
NewEdge Advisors, LLC94,324$5.99M0.04%+2,51113F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …91,874$5.84M0.01%+41,08913F-HRTimelineGroup
BANK OF HAWAII80,916$5.14M0.3%-4,52113F-HRTimeline
IFG Advisors, LLC80,447$5.11M0.98%+4,17213F-HRTimeline
American Financial Advisors, LLC78,080$4.96M0.72%-7,21813F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC78,069$4.96M2.02%+5,39013F-HRTimeline
&PARTNERS76,297$4.91M0.05%+6,92413F-HRTimeline
Latigo Investments, LLC74,019$4.7M2.51%013F-HRTimeline
Allworth Financial LP70,002$4.61M0.03%-1,66213F-HRTimeline
MML INVESTORS SERVICES, LLC72,294$4.59M0.02%-4,31813F-HRTimeline
Goldstein Advisors, LLC72,000$4.57M0.67%+5,85813F-HRTimeline
Coppell Advisory Solutions LLC79,747$4.54M0.64%+79,51413F-HRTimeline
LTG Capital LLC70,724$4.49M4.1%-1,47113F-HRTimeline
Washington Trust Bank70,392$4.47M0.45%-22,83113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bleakley Financial Group, LLC68,130$4.33M0.14%+3,36313F-HRTimeline
FCA CORP /TX67,249$4.27M1.36%-73713F-HRTimeline
Quent Capital, LLC66,901$4.25M0.45%-9,31113F-HRTimeline
HARBOR ADVISORY CORP /MA/66,890$4.25M1.43%+94813F-HRTimeline
Cornerstone Management, Inc.66,282$4.21M0.79%-2,31913F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC66,212$4.21M0.01%-10,80913F-HRTimelineGroup
Clearwater Capital Advisors, LLC65,994$4.19M0.41%+27413F-HRTimeline
My Personal CFO, LLC65,379$4.15M2.09%-7,15513F-HRTimeline
MSH Capital Advisors LLC65,177$4.14M1.28%+1,11413F-HRTimeline
Heritage Trust Co65,055$4.13M0.5%-9,60313F-HRTimeline
NorthStar Asset Management LLC /NJ/63,962$4.06M2.54%+3,94713F-HRTimeline
Cascade Financial Partners, LLC62,802$3.99M0.5%-29313F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA61,839$3.93M0.02%-6,94413F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding60,294$3.83M+3,181Timeline
Parkside Financial Bank & Trust58,456$3.71M0.47%+5,71513F-HRTimeline
ASPIRIANT, LLC57,260$3.64M0.13%013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO56,882$3.61M<0.01%+1,48013F-HR/ATimelineGroup
COMERICA BANK56,809$3.61M0.02%-3,52913F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.53,132$3.38M0.24%+4,16513F-HRTimelineGroup
PINNACLE ASSOCIATES LTD51,126$3.25M0.05%-49,67013F-HRTimeline
Total Wealth Planning, LLC51,030$3.24M0.5%-2,71913F-HRTimeline
World Investment Advisors50,276$3.19M0.08%-1,50013F-HRTimeline
Foundation Wealth Management, LLC\PA48,936$3.11M1.48%-77713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding48,307$3.07M-18,632Timeline
Partners in Financial Planning48,274$3.07M0.62%+1013F-HRTimeline
HANCOCK WHITNEY CORP47,425$3.01M0.1%-1,24713F-HRTimeline
Narus Financial Partners, LLC46,376$2.95M1%-6713F-HRTimeline
Acropolis Investment Management, LLC46,200$2.94M0.17%-1,59513F-HRTimeline
Pinnacle Wealth Management Advisory Gro…45,938$2.92M0.27%-39,55513F-HRTimeline
FLOW TRADERS U.S. LLC45,865$2.91M0.12%new13F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC45,718$2.9M0.03%+41,18513F-HRTimelineGroup
MARTIN & CO INC /TN/45,625$2.9M0.56%+50513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC45,390$2.88M0.04%-3,52013F-HRTimeline
Disciplined Investments, LLC44,553$2.83M1.3%+10913F-HRTimeline
Richard W. Paul & Associates, LLC44,383$2.82M1.11%+41413F-HRTimeline
Elm Partners Management LLC44,067$2.8M0.14%+5,27813F-HR/ATimeline
Waldron Private Wealth LLC43,078$2.74M0.13%-38,06513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV42,947$2.73M0.01%-1,66413F-HRTimeline
Creekside Partners42,477$2.7M1.41%-31213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC41,882$2.66M0.02%+9,10313F-HRTimeline
Beacon Harbor Wealth Advisors, Inc.40,923$2.6M0.6%+37713F-HRTimeline
Abacus Planning Group, Inc.40,887$2.6M0.46%+10013F-HRTimeline
Partnership Wealth Management, LLC39,426$2.5M2.13%+66913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC39,364$2.5M0.03%+3,91413F-HRTimelineGroup
Breakwater Capital Group36,930$2.35M0.42%+6,64013F-HRTimeline
Corrigan Financial, Inc.36,622$2.33M0.48%-1,52713F-HRTimeline
Avior Wealth Management, LLC36,531$2.31M0.09%-1,49813F-HRTimeline
Coyle Financial Counsel LLC36,182$2.3M0.7%-7,36913F-HRTimeline
Noble Family Wealth, LLC36,144$2.3M0.63%-21013F-HRTimeline
IHT Wealth Management, LLC34,493$2.25M0.07%-1,31313F-HRTimeline
Oak Root LLC35,448$2.25M0.3%-19,56213F-HRTimeline
Nicholas Hoffman & Company, LLC.35,358$2.25M0.09%-1,33513F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Eagle Strategies LLC35,042$2.23M0.39%+42313F-HRTimeline
Rialto Wealth Management, LLC35,013$2.22M0.7%-24713F-HRTimeline
Hi-Line Capital Management, LLC34,738$2.21M0.83%013F-HRTimeline
Prosperity Planning, Inc.34,727$2.21M0.69%+56713F-HRTimeline
PrairieView Partners, LLC34,739$2.21M0.23%-16113F-HRTimeline
RWA WEALTH PARTNERS, LLC34,547$2.19M0.03%+2,59513F-HRTimeline
D.A. DAVIDSON & CO.34,478$2.19M0.02%-3,13813F-HRTimeline
James J. Burns & Company, LLC34,335$2.18M0.39%+1,86613F-HRTimeline
BIP Wealth, LLC34,241$2.18M0.14%-1,49113F-HRTimeline
VANCE WEALTH, LLC34,170$2.17M0.82%-1,92913F-HRTimeline
Crewe Advisors LLC33,698$2.14M0.3%-33013F-HRTimeline
Aptus Capital Advisors, LLC33,428$2.12M0.02%+3,65913F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV33,317$2.12M0.73%+25213F-HRTimeline
Composition Wealth, LLC33,213$2.11M0.04%-80513F-HRTimeline
Probity Advisors, Inc.33,191$2.11M0.4%+10013F-HRTimeline
UMB Bank, n.a.32,607$2.07M0.03%-5,22313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Capital A Wealth Management, LLC32,481$2.06M2.16%new13F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC32,216$2.05M1.1%-95613F-HRTimeline
Foundation Wealth Management, LLC31,997$2.03M1.59%+3,40713F-HRTimeline
Pointe Capital Management LLC31,850$2.02M1.18%-6,78013F-HRTimeline
Peloton Wealth Strategists31,789$2.02M0.84%+28,07613F-HRTimeline
First Citizens Asset Management, Inc.31,711$2.01M0.78%-35013F-HR/ATimeline
Elmwood Wealth Management, Inc.31,691$2.01M0.83%-1,45013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.31,565$2.01M0.25%-1,16613F-HRTimeline
Canopy Partners, LLC31,418$2M0.78%013F-HRTimeline