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Disclosery

SCZ ISHARES TR

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ETF (fund)

711 managers (720 13F filers) reported a position in SCZ shares at 2025-06-30, 102,428,189 shares in all. 65 filers opened a position and 36 filers sold out during the quarter.

Managers
711
13F filers
720
New
65
Added
244
Reduced
270
Sold out
36
Shares held by filers
102,428,189

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
TIAAgroup of 3 filers holding14,952,691$1.08B+6,450,772Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10,635,085$770M0.58%+444,96413F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers10,146,560$737M1.17%+462,88313F-HRTimelineGroup
Creative Planningin group Creative Planning4,279,272$311M0.27%-219,75613F-HRTimelineGroup
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…3,560,557$259M1%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.3,316,992$241M<0.01%-1,753,17013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,243,879$236M0.04%-210,80113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,849,453$207M0.03%-600,13513F-HRTimelineGroup
FMR LLCin group FMR LLC2,680,462$195M0.01%-1,049,96813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,366,770$172M0.01%-163,25713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,005,470$146M0.01%+95,42913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,772,412$129M0.01%-2,112,27913F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding1,389,057$101M-57,992Timeline
Cassaday & Co Wealth Management LLC1,262,636$91.8M2.3%+183,34713F-HRTimeline
UBS Group AGin group UBS Group AG1,206,574$87.7M0.02%+116,17013F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,199,266$87.2M0.01%+92,09813F-HRTimelineGroup
Modera Wealth Management, LLC1,013,737$73.7M0.91%-184,21813F-HRTimeline
LPL Financial LLC802,503$58.3M0.02%+59,32313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA777,599$56.5M0.01%+540,53213F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding761,094$55.3M-753,684Timeline
AVANTAX ADVISORY SERVICES, INC.741,134$53.9M0.3%+16,75313F-HRTimeline
HighTower Advisors, LLC727,710$52.9M0.07%-4,20213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/689,001$50.1M0.03%+16,78813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC666,807$48.5M0.08%new13F-HRTimelineGroup
Wilmington Savings Fund Society, FSB655,882$47.7M0.85%+73,03613F-HRTimeline
Forvis Mazars Wealth Advisors, LLC649,117$47.2M1.02%-40,87813F-HRTimeline
Financial Advisory Corp639,573$46.5M7.13%-9,65513F-HRTimeline
State of Tennessee, Department of Treas…637,648$46.3M0.17%-44,88213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…610,968$44.4M0.03%-825,98213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…591,062$43M0.03%+7,98213F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…534,741$38.9M0.01%+54,11913F-HRTimelineGroup
Baker Avenue Asset Management, LP472,743$34.4M0.98%+34,41713F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC470,679$34.2M0.41%-2,61613F-HRTimeline
Plancorp, LLC414,181$30.1M1.04%-39,95713F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding406,449$29.5M+54,543Timeline
Ballentine Partners, LLC402,920$29.3M0.44%-14,47013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC398,553$29M1.52%-22,33713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP388,117$28.2M0.04%-298,93213F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC381,232$27.7M0.04%-13,93413F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources378,469$27.5M0.01%-197,01113F-HRTimelineGroup
CHOREO, LLC349,443$25.4M0.35%-18,09813F-HRTimeline
FLOW TRADERS U.S. LLC347,919$25.3M0.93%+302,05413F-HRTimeline
MAI Capital Management340,341$24.7M0.17%+59,67713F-HRTimeline
Arvest Bank Trust Division332,173$24.1M1.41%-4,08813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN330,821$24M0.01%-16,18913F-HRTimelineGroup
Bear Mountain Capital, Inc.319,966$23.2M8.32%+3,79213F-HRTimeline
Cambridge Investment Research Advisors,…290,122$21.1M0.06%+173,60013F-HRTimeline
Shakespeare Wealth Management, LLC289,426$21M5.61%-98913F-HRTimeline
GREAT LAKES ADVISORS, LLC286,662$20.8M0.17%+169,67913F-HRTimeline
Pure Financial Advisors, LLC284,186$20.7M0.36%+131,86513F-HRTimeline
Mill Creek Capital Advisors, LLC282,510$20.5M0.46%-6,34513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC282,208$20.5M0.01%-59,53613F-HRTimelineGroup
Full Sail Capital, LLC278,066$20.2M1.17%+61,71713F-HRTimeline
Cetera Investment Advisers274,406$19.9M0.03%+33,25513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC251,262$18.3M0.02%-7,12213F-HRTimeline
Shore Point Advisors, LLC247,980$18M8.66%+4,65413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP247,038$18M0.02%+5,16313F-HRTimelineGroup
Financiere des Professionnels - Fonds d…241,900$17.6M1.06%-635,10013F-HR/ATimeline
Aspect Partners, LLC235,549$17.1M8.44%+231,26013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP230,840$16.8M0.02%-32,57113F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding225,741$16.4M-2,151Timeline
MISSION WEALTH MANAGEMENT, LP205,491$14.9M0.33%+6,68813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC255,603$14.8M0.06%+141,96413F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC193,959$14.1M0.1%+11,77513F-HR/ATimelineGroup
Checchi Capital Advisers, LLC192,812$14M0.98%-8,46313F-HRTimeline
Wealth Architects, LLC188,476$13.7M1.39%+3,88413F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC185,298$13.5M0.47%-2,47413F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …183,359$13.3M0.02%+91,48513F-HRTimelineGroup
Brand Asset Management Group, Inc.177,974$12.9M4.83%-69,90113F-HRTimeline
RTD Financial Advisors, Inc.173,755$12.6M1.62%-5,27113F-HRTimeline
FIRST CITIZENS BANK & TRUST CO170,133$12.4M0.22%-41,94613F-HRTimeline
FSM Wealth Advisors, LLC171,474$12.4M2.01%+13,59513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.166,193$12.1M0.02%+9,23513F-HR/ATimelineGroup
Klingman & Associates, LLC162,668$11.8M0.65%-7,39713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS157,557$11.5M0.03%+90713F-HRTimeline
Alesco Advisors, LLC, An ESL Co152,162$11.1M0.32%-2,11213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC150,227$10.9M0.06%+137,78113F-HRTimelineGroup
Omega Financial Group, LLC139,650$10.1M3.66%+68313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp137,224$9.97M0.03%+30813F-HRTimelineGroup
Shoker Investment Counsel, Inc.136,975$9.96M3.12%+6,05313F-HRTimeline
IMA Advisory Services, Inc.136,400$9.9M1.06%+68813F-HRTimeline
WESCAP Management Group, Inc.131,143$9.53M2.17%+70813F-HRTimeline
DORVAL Corp130,723$9.5M3.4%+4,32913F-HRTimeline
Sound Stewardship, LLC129,532$9.41M4.86%+1,94913F-HRTimeline
SACHEM HILL LLC128,839$9.36M1.91%-12,27513F-HRTimeline
Bryn Mawr Trust Advisors, LLC127,749$9.28M0.51%+12,78713F-HRTimeline
Sterling Capital Management LLC127,532$9.27M0.13%-12,91013F-HR/ATimeline
Copperwynd Financial, LLC124,832$9.07M2.26%new13F-HRTimeline
One Capital Management, LLC123,872$9M0.31%-263,63813F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.122,475$8.9M0.11%+8,60713F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.122,382$8.89M0.02%+1,48513F-HRTimelineGroup
Ifrah Financial Services, Inc.120,585$8.76M2.39%-1,92713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…118,665$8.66M0.01%-9,72713F-HRTimeline
BRIGHTON JONES LLC118,022$8.58M0.23%+8413F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co117,092$8.51M0.64%+2,03413F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC115,935$8.43M0.01%-1,109,51813F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.114,732$8.34M0.07%-153,25413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC111,756$8.15M<0.01%-4,44613F-HRTimelineGroup
Waverly Advisors, LLC110,612$8.04M0.09%-4,24913F-HRTimeline
Brooklyn FI, LLC106,601$7.75M1.99%+17,38513F-HRTimeline
Fonville Wealth Management LLC101,592$7.38M1.87%+7,58613F-HRTimeline
BANK OF STOCKTON99,365$7.22M2.15%-31013F-HRTimeline
ARVEST INVESTMENTS, INC.98,452$7.16M1.08%-2,14013F-HRTimeline
Integrated Wealth Concepts LLC98,037$7.13M0.07%+3,07113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC96,559$7.02M0.01%-4,13613F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\95,411$6.94M0.01%+50713F-HRTimelineGroup
NewEdge Advisors, LLC94,296$6.85M0.04%-2813F-HRTimeline
IFG Advisors, LLC90,915$6.61M1.11%+10,46813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC90,507$6.58M0.11%-313,09413F-HRTimeline
RWA WEALTH PARTNERS, LLC88,189$6.41M0.08%+53,64213F-HRTimeline
Investors Research Corp85,576$6.22M1.22%-14,65513F-HRTimeline
Wealthspire Retirement, LLC82,095$5.97M0.39%new13F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC81,047$5.89M2.16%+2,97813F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT79,372$5.77M0.13%+73,87613F-HRTimeline
&PARTNERS79,198$5.76M0.04%+2,90113F-HRTimeline
Total Wealth Planning, LLC78,649$5.72M0.72%+27,61913F-HRTimeline
Professional Financial Advisors, LLC75,772$5.51M1.28%new13F-HRTimeline
BANK OF HAWAII75,052$5.45M0.29%-5,86413F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding72,765$5.29M+12,471Timeline
American Financial Advisors, LLC71,120$5.17M0.72%-6,96013F-HRTimeline
Goldstein Advisors, LLC70,611$5.13M0.69%-1,38913F-HRTimeline
MML INVESTORS SERVICES, LLC70,399$5.12M0.01%-1,89513F-HRTimeline
LTG Capital LLC70,166$5.1M4.36%-55813F-HRTimeline
Composition Wealth, LLC69,966$5.09M0.09%+36,75313F-HRTimeline
Private Advisor Group, LLC69,279$5.04M0.03%+42,30513F-HRTimeline
Allworth Financial LP68,491$4.98M0.02%-1,51113F-HRTimeline
HARBOR ADVISORY CORP /MA/68,419$4.97M1.58%+1,52913F-HRTimeline
FCA CORP /TX68,203$4.96M1.48%+95413F-HRTimeline
Larson Financial Group LLC66,481$4.83M0.19%-35,72413F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC66,479$4.83M0.01%+26713F-HRTimelineGroup
Bleakley Financial Group, LLC66,454$4.83M0.12%-1,67613F-HRTimeline
My Personal CFO, LLC66,347$4.82M2.19%+96813F-HRTimeline
NorthStar Asset Management LLC /NJ/65,759$4.78M2.52%+1,79713F-HRTimeline
Parkside Financial Bank & Trust65,168$4.74M0.51%+6,71213F-HRTimeline
Austin Private Wealth, LLC65,165$4.74M0.38%-29,79813F-HRTimeline
Cornerstone Management, Inc.64,905$4.72M0.82%-1,37713F-HRTimeline
Heritage Trust Co64,401$4.68M0.54%-65413F-HRTimeline
MSH Capital Advisors LLC64,391$4.68M1.35%-78613F-HRTimeline
Clearwater Capital Advisors, LLC64,075$4.66M0.43%-1,91913F-HRTimeline
Cascade Financial Partners, LLC64,067$4.66M0.56%+1,26513F-HRTimeline
SVB WEALTH LLC63,899$4.64M0.25%new13F-HRTimeline
Quent Capital, LLC63,506$4.62M0.45%-3,39513F-HRTimeline
COMERICA BANK62,305$4.53M0.02%+5,49613F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC61,127$4.44M<0.01%-60,25313F-HR/ATimelineGroup
RENAISSANCE TECHNOLOGIES LLC60,300$4.38M0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…58,717$4.27M0.01%+42,61913F-HRTimelineGroup
ASPIRIANT, LLC58,150$4.23M0.13%+89013F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co52,300$3.8M0.08%-57,10013F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.52,149$3.79M0.26%-98313F-HRTimelineGroup
Washington Trust Bank51,749$3.76M0.32%-18,64313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC51,283$3.73M<0.01%new13F-HRTimelineGroup
Partners in Financial Planning50,997$3.71M0.68%+2,72313F-HRTimeline
World Investment Advisors50,967$3.7M0.08%+69113F-HRTimeline
HANCOCK WHITNEY CORP49,261$3.58M0.07%+1,83613F-HRTimeline
rebel Financial LLC49,105$3.57M1.63%13F-HRTimeline
PINNACLE ASSOCIATES LTD48,686$3.54M0.05%-2,44013F-HRTimeline
Glenmede Investment Management, LP48,383$3.52M0.02%13F-HRTimeline
Foundation Wealth Management, LLC\PA48,344$3.51M1.52%-59213F-HRTimeline
Elm Partners Management LLC47,943$3.48M0.16%+3,87613F-HR/ATimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC46,412$3.37M0.02%+4,53013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO45,378$3.3M<0.01%-11,50413F-HRTimelineGroup
MARTIN & CO INC /TN/45,008$3.27M0.6%-61713F-HRTimeline
DRW Securities, LLC44,205$3.21M0.23%new13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…44,137$3.21M0.27%-1,80113F-HRTimeline
Curi Capital, LLC44,099$3.21M0.06%+30,49813F-HRTimeline
IFP Advisors, Inc44,077$3.2M0.09%+33,78813F-HRTimeline
Richard W. Paul & Associates, LLC43,993$3.2M1.16%-39013F-HRTimeline
Waldron Private Wealth LLC43,955$3.19M0.14%+87713F-HRTimeline
Disciplined Investments, LLC43,680$3.17M1.34%-87313F-HRTimeline
Summit Trail Advisors, LLC43,500$3.16M0.05%new13F-HRTimeline
Creekside Partners42,888$3.12M1.48%+41113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC42,462$3.09M0.04%-2,92813F-HRTimeline
Narus Financial Partners, LLC42,143$3.06M0.96%-4,23313F-HRTimeline
OLD MISSION CAPITAL LLC40,844$2.97M0.08%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC40,684$2.96M0.11%-233,33913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC40,413$2.94M0.03%+1,04913F-HRTimelineGroup
Partnership Wealth Management, LLC40,198$2.92M2.37%+77213F-HRTimeline
Vise Technologies, Inc.39,787$2.89M0.12%13F-HRTimeline
Abacus Planning Group, Inc.39,505$2.87M0.43%-1,38213F-HR/ATimeline
Acropolis Investment Management, LLC39,269$2.85M0.16%-6,93113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV39,046$2.84M0.01%-3,90113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding37,536$2.73M-10,771Timeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV36,329$2.64M0.81%+3,01213F-HRTimeline
Eagle Strategies LLC36,300$2.64M0.4%+1,25813F-HRTimeline
Beacon Harbor Wealth Advisors, Inc.36,176$2.63M0.66%-4,74713F-HRTimeline
Breakwater Capital Group36,174$2.63M0.43%-75613F-HRTimeline
PrairieView Partners, LLC36,097$2.62M0.25%+1,35813F-HRTimeline
Avior Wealth Management, LLC36,113$2.62M0.09%-41813F-HRTimeline
Nicholas Hoffman & Company, LLC.35,223$2.56M0.07%-13513F-HRTimeline
James J. Burns & Company, LLC35,020$2.55M0.42%+68513F-HRTimeline
Aptus Capital Advisors, LLC34,935$2.54M0.03%+1,50713F-HRTimeline
Noble Family Wealth, LLC34,827$2.53M0.62%-1,31713F-HRTimeline
Hi-Line Capital Management, LLC34,738$2.52M0.89%013F-HRTimeline
D.A. DAVIDSON & CO.34,715$2.52M0.02%+23713F-HRTimeline
BEAM WEALTH ADVISORS, INC.34,445$2.5M0.75%+13,30313F-HRTimeline
Coyle Financial Counsel LLC34,216$2.49M0.67%-1,96613F-HRTimeline
Probity Advisors, Inc.33,785$2.46M0.43%+59413F-HRTimeline
BIP Wealth, LLC33,766$2.45M0.15%-47513F-HRTimeline
Rialto Wealth Management, LLC33,758$2.45M0.69%-1,25513F-HRTimeline
Prosperity Planning, Inc.33,402$2.43M0.7%-1,32513F-HRTimeline