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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 2025-09-30, 101,023,066 shares in all. 37 filers opened a position and 43 filers sold out during the quarter.

Managers
698
13F filers
707
New
37
Added
184
Reduced
287
Sold out
43
Shares held by filers
101,023,066

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 holding15,435,982$1.18B+483,291Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP11,290,255$860M0.59%+655,17013F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers9,640,990$740M1.08%-505,57013F-HRTimelineGroup
Creative Planningin group Creative Planning4,145,773$318M0.24%-133,49913F-HRTimelineGroup
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…3,702,826$284M1.05%+142,26913F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.3,421,656$263M<0.01%+104,66413F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,159,747$242M0.04%-84,13213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,815,940$216M0.01%+449,17013F-HR/ATimelineGroup
FMR LLCin group FMR LLC2,759,158$212M0.01%+78,69613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,755,868$211M0.03%-93,58513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,791,812$137M0.01%+19,40013F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,639,727$126M0.01%-365,74313F-HR/ATimelineGroup
Focus Partners Wealthgroup of 2 filers holding1,437,970$110M+48,913Timeline
Cassaday & Co Wealth Management LLC1,253,178$96.1M2.22%-9,45813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,231,703$94.5M0.01%+32,43713F-HRTimelineGroup
Cetera Investment Advisers1,038,781$79.7M0.09%+764,37513F-HRTimeline
Modera Wealth Management, LLC990,947$76M0.88%-22,79013F-HRTimeline
Global Alpha Capital Management Ltd.893,600$68.6M3.92%new13F-HRTimeline
LPL Financial LLC850,561$65.3M0.02%+48,05813F-HRTimeline
UBS Group AGin group UBS Group AG824,546$63.3M0.01%-382,02813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding787,374$60.4M+26,280Timeline
Wilmington Savings Fund Society, FSB777,653$59.7M1.44%+121,77113F-HR/ATimeline
HighTower Advisors, LLC707,588$54.3M0.06%-20,12213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/690,821$53M0.02%+1,82013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…630,381$48.4M0.03%+39,31913F-HRTimelineGroup
State of Tennessee, Department of Treas…624,292$47.9M0.16%-13,35613F-HRTimeline
Forvis Mazars Wealth Advisors, LLC616,049$47.3M0.94%-33,06813F-HRTimeline
Financial Advisory Corp597,672$45.9M6.75%-41,90113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…536,602$41.2M0.02%-74,36613F-HRTimelineGroup
Baker Avenue Asset Management, LP473,346$36.3M0.87%+60313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC468,555$35.9M0.29%-2,12413F-HRTimeline
Plancorp, LLC413,610$31.7M1%-57113F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding405,295$31.1M-1,154Timeline
Ballentine Partners, LLC398,696$30.6M0.42%-4,22413F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC385,169$29.6M1.45%-13,38413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV381,567$29.3M0.05%+342,52113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP362,922$27.8M0.04%-25,19513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN358,100$27.5M0.01%+27,27913F-HRTimelineGroup
MAI Capital Management348,482$26.7M0.17%+8,14113F-HRTimeline
CHOREO, LLC339,984$26.1M0.34%-9,45913F-HRTimeline
Arvest Bank Trust Division322,091$24.7M1.37%-10,08213F-HRTimeline
Bear Mountain Capital, Inc.319,306$24.4M8.15%-66013F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…317,131$24.3M<0.01%-217,61013F-HRTimelineGroup
Shakespeare Wealth Management, LLC289,424$22.2M5.05%-213F-HRTimeline
GREAT LAKES ADVISORS, LLC286,116$22M0.18%-54613F-HRTimeline
Pure Financial Advisors, LLC283,409$21.7M0.35%-77713F-HRTimeline
Mill Creek Capital Advisors, LLC283,037$21.7M0.45%+52713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC274,993$21.1M0.02%-391,81413F-HRTimelineGroup
Full Sail Capital, LLC261,386$20.1M1.11%-16,68013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP248,198$19M0.02%+1,16013F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC242,604$18.6M0.11%+48,64513F-HR/ATimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding241,100$18.5M+15,359Timeline
Shore Point Advisors, LLC232,245$17.8M7.88%-15,73513F-HRTimeline
Aspect Partners, LLC232,111$17.8M8.09%-3,43813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP221,820$17M0.02%-9,02013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC218,745$16.8M0.02%-32,51713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP211,890$16.3M0.33%+6,39913F-HRTimeline
FSM Wealth Advisors, LLC209,009$16M2.27%+37,53513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources204,783$15.7M<0.01%-173,68613F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO198,314$15.2M0.33%+28,18113F-HRTimeline
Checchi Capital Advisers, LLC191,068$14.7M1.01%-1,74413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC191,017$14.7M<0.01%-91,19113F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC182,280$14M0.46%-3,01813F-HRTimeline
Wealth Architects, LLC180,963$13.9M1.31%-7,51313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.177,696$13.6M0.02%+11,50313F-HRTimelineGroup
RTD Financial Advisors, Inc.175,624$13.5M1.62%+1,86913F-HRTimeline
Bryn Mawr Trust Advisors, LLC164,832$12.6M0.63%+37,08313F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …159,337$12.3M0.02%-24,02213F-HRTimelineGroup
Klingman & Associates, LLC159,550$12.2M0.62%-3,11813F-HRTimeline
Financiere des Professionnels - Fonds d…156,900$12M0.69%-85,00013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC155,842$12M0.05%+5,61513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC155,491$11.9M0.02%-225,74113F-HRTimelineGroup
Brand Asset Management Group, Inc.154,236$11.8M3.33%-23,73813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC152,713$11.7M0.04%-102,89013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS149,987$11.5M0.02%-7,57013F-HRTimeline
Alesco Advisors, LLC, An ESL Co148,059$11.4M0.31%-4,10313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA147,347$11.3M<0.01%-630,25213F-HRTimelineGroup
Omega Financial Group, LLC139,386$10.7M3.6%-26413F-HRTimeline
Shoker Investment Counsel, Inc.136,829$10.5M3.1%-14613F-HRTimeline
DORVAL Corp133,201$10.2M3.38%+2,47813F-HRTimeline
IMA Advisory Services, Inc.132,707$10.2M1.02%-3,69313F-HRTimeline
WESCAP Management Group, Inc.130,330$10M2.1%-81313F-HRTimeline
Sound Stewardship, LLC128,812$9.88M4.74%-72013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp128,063$9.82M0.03%-9,16113F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.123,994$9.51M0.11%+1,51913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC123,213$9.44M<0.01%+11,45713F-HRTimelineGroup
Sterling Capital Management LLC119,563$9.17M0.13%-7,96913F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co119,391$9.16M0.62%+2,29913F-HRTimelineGroup
Ifrah Financial Services, Inc.119,353$9.16M2.37%-1,23213F-HRTimeline
SACHEM HILL LLC118,798$9.11M1.82%-10,04113F-HRTimeline
BRIGHTON JONES LLC116,681$8.95M0.21%-1,34113F-HRTimeline
Cambridge Investment Research Advisors,…114,534$8.79M0.02%-175,58813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…112,426$8.65M0.01%-6,23913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.111,259$8.54M0.01%-11,12313F-HRTimelineGroup
Waverly Advisors, LLC108,948$8.36M0.08%-1,66413F-HRTimeline
Integrated Wealth Concepts LLC108,937$8.36M0.07%+10,90013F-HRTimeline
Fonville Wealth Management LLC106,526$8.17M1.84%+4,93413F-HRTimeline
Brooklyn FI, LLC103,887$7.97M1.79%-2,71413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.103,093$7.91M0.06%-11,63913F-HRTimelineGroup
NewEdge Advisors, LLC102,944$7.9M0.04%+8,64813F-HRTimeline
BANK OF STOCKTON98,588$7.56M2.16%-77713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC96,559$7.41M0.01%013F-HRTimelineGroup
ARVEST INVESTMENTS, INC.96,307$7.39M1.06%-2,14513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\95,443$7.33M0.01%+3213F-HRTimelineGroup
Kingsview Wealth Management, LLC95,112$7.3M0.11%+80,36313F-HRTimeline
IFG Advisors, LLC94,312$7.24M1.18%+3,39713F-HRTimeline
One Capital Management, LLC93,290$7.15M0.23%-30,58213F-HRTimeline
RWA WEALTH PARTNERS, LLC84,971$6.52M0.07%-3,21813F-HRTimeline
Curi Capital, LLC84,665$6.5M0.12%+40,56613F-HRTimeline
Wealthspire Retirement, LLC84,303$6.47M0.41%+2,20813F-HR/ATimeline
Total Wealth Planning, LLC83,839$6.43M0.74%+5,19013F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC82,672$6.34M2.16%+1,62513F-HRTimeline
&PARTNERS80,447$6.17M0.04%+1,24913F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT79,186$6.08M0.12%-18613F-HRTimeline
Beacon Pointe Advisors, LLC78,708$6.04M0.05%+57,79013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC78,528$6.02M0.08%-11,97913F-HRTimeline
Professional Financial Advisors, LLC77,927$5.98M1.26%+2,15513F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC77,388$5.94M0.01%+10,90913F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding74,038$5.68M+1,273Timeline
Investors Research Corp72,881$5.59M1.03%-12,69513F-HRTimeline
BANK OF HAWAII71,923$5.52M0.28%-3,12913F-HRTimeline
HARBOR ADVISORY CORP /MA/71,410$5.48M1.62%+2,99113F-HRTimeline
LTG Capital LLC71,014$5.45M4.29%+84813F-HRTimeline
FCA CORP /TX69,209$5.31M1.47%+1,00613F-HRTimeline
Cornerstone Management, Inc.68,429$5.25M0.87%+3,52413F-HRTimeline
NorthStar Asset Management LLC /NJ/68,080$5.22M2.5%+2,32113F-HRTimeline
Allworth Financial LP67,881$5.21M0.02%-61013F-HRTimeline
Bleakley Financial Group, LLC67,254$5.16M0.12%+80013F-HRTimeline
Parkside Financial Bank & Trust66,493$5.1M0.4%+1,32513F-HRTimeline
Private Advisor Group, LLC64,535$4.95M0.02%-4,74413F-HRTimeline
MML INVESTORS SERVICES, LLC64,416$4.94M0.01%-5,98313F-HRTimeline
Cascade Financial Partners, LLC63,657$4.88M0.56%-41013F-HRTimeline
MSH Capital Advisors LLC63,483$4.87M1.31%-90813F-HRTimeline
SVB WEALTH LLC63,478$4.87M0.26%-42113F-HRTimeline
Composition Wealth, LLC63,296$4.86M0.07%-6,67013F-HRTimeline
Heritage Trust Co63,087$4.84M0.51%-1,31413F-HRTimeline
Clearwater Capital Advisors, LLC63,033$4.84M0.41%-1,04213F-HRTimeline
Quent Capital, LLC62,651$4.81M0.4%-85513F-HRTimeline
Larson Financial Group LLC62,072$4.76M0.17%-4,40913F-HRTimeline
COMERICA BANK61,333$4.71M0.02%-97213F-HRTimeline
Goldstein Advisors, LLC60,714$4.66M0.57%-9,89713F-HRTimeline
OLD MISSION CAPITAL LLC60,323$4.63M0.17%+19,47913F-HRTimeline
Austin Private Wealth, LLC58,219$4.47M0.34%-6,94613F-HRTimeline
ASPIRIANT, LLC57,413$4.4M0.13%-73713F-HRTimeline
World Investment Advisors52,948$4.06M0.08%+1,98113F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co52,300$4.01M0.1%013F-HR/ATimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.51,755$3.97M0.27%-39413F-HRTimelineGroup
Partners in Financial Planning50,954$3.91M0.68%-4313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding50,942$3.91M+13,406Timeline
HANCOCK WHITNEY CORP50,902$3.91M0.07%+1,64113F-HRTimeline
PINNACLE ASSOCIATES LTD47,951$3.68M0.05%-73513F-HRTimeline
Washington Trust Bank47,836$3.67M0.27%-3,91313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Glenmede Investment Management, LP47,700$3.66M0.02%-68313F-HRTimeline
rebel Financial LLC0$3.56M1.55%-49,10513F-HRTimelineAmount filed as zero, left out of ratios.
O'SHAUGHNESSY ASSET MANAGEMENT, LLC46,234$3.55M0.02%-17813F-HRTimeline
MARTIN & CO INC /TN/45,844$3.52M0.63%+83613F-HRTimeline
IFP Advisors, Inc45,711$3.51M0.09%+1,63413F-HR/ATimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO44,909$3.45M<0.01%-46913F-HRTimelineGroup
Richard W. Paul & Associates, LLC44,437$3.41M1.16%+44413F-HRTimeline
Waldron Private Wealth LLC43,606$3.35M0.14%-34913F-HRTimeline
Summit Trail Advisors, LLC43,500$3.34M0.05%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…43,402$3.33M0.25%-73513F-HRTimeline
Creekside Partners43,006$3.3M1.45%+11813F-HRTimeline
Narus Financial Partners, LLC42,525$3.26M0.89%+38213F-HR/ATimeline
American Financial Advisors, LLC42,072$3.23M0.42%-29,04813F-HRTimeline
Disciplined Investments, LLC41,213$3.16M1.26%-2,46713F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC40,986$3.14M0.04%-1,47613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC40,944$3.14M0.02%+53113F-HRTimelineGroup
Breakwater Capital Group40,098$3.08M0.45%+3,92413F-HRTimeline
My Personal CFO, LLC39,687$3.04M1.18%-26,66013F-HRTimeline
Foundation Wealth Management, LLC\PA39,687$3.04M1.18%-8,65713F-HRTimeline
Acropolis Investment Management, LLC40,169$2.92M0.15%+90013F-HRTimeline
Abacus Planning Group, Inc.37,505$2.88M0.4%-2,00013F-HRTimeline
Partnership Wealth Management, LLC37,429$2.87M2.21%-2,76913F-HRTimeline
Avior Wealth Management, LLC36,711$2.81M0.09%+59813F-HRTimeline
Beacon Harbor Wealth Advisors, Inc.36,582$2.81M0.66%+40613F-HRTimeline
James J. Burns & Company, LLC36,200$2.78M0.41%+1,18013F-HRTimeline
Eagle Strategies LLC36,197$2.78M0.37%-10313F-HRTimeline
BEAM WEALTH ADVISORS, INC.36,106$2.77M0.75%+1,66113F-HRTimeline
Nicholas Hoffman & Company, LLC.35,219$2.7M0.07%-413F-HRTimeline
Aptus Capital Advisors, LLC34,941$2.68M0.02%+613F-HRTimeline
Noble Family Wealth, LLC34,832$2.67M0.59%+513F-HRTimeline
Hi-Line Capital Management, LLC34,738$2.67M0.84%013F-HRTimeline
Vise Technologies, Inc.34,613$2.66M0.1%-5,17413F-HRTimeline
Probity Advisors, Inc.34,383$2.64M0.43%+59813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC34,296$2.63M0.04%+1,58013F-HRTimelineGroup
D.A. DAVIDSON & CO.34,265$2.63M0.02%-45013F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV34,221$2.63M0.76%-2,10813F-HRTimeline
RESTON WEALTH MANAGEMENT LLC33,607$2.58M0.83%+2,83513F-HRTimeline
Crewe Advisors LLC33,289$2.55M0.24%+12913F-HRTimeline
Pointe Capital Management LLC33,052$2.54M1.24%+55513F-HRTimeline
Global Retirement Partners, LLC32,899$2.52M0.06%-15013F-HRTimeline
Rialto Wealth Management, LLC32,892$2.52M0.65%-86613F-HRTimeline
IHT Wealth Management, LLC32,608$2.5M0.06%-16713F-HRTimeline
BIP Wealth, LLC32,527$2.5M0.12%-1,23913F-HRTimeline
Prosperity Planning, Inc.32,223$2.47M0.67%-1,17913F-HRTimeline
SIMON QUICK ADVISORS, LLC31,221$2.4M0.11%+10,24113F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC31,216$2.39M1.2%-41013F-HRTimeline
Elmwood Wealth Management, Inc.31,079$2.38M0.84%+10013F-HRTimeline
VANCE WEALTH, LLC30,910$2.37M0.73%-96813F-HRTimeline