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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
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP49,428,037$3.76B1.81%+14,342,86713F-HRTimelineGroup
TIAAgroup of 5 filers holding14,646,973$1.13B-1,126,070Timeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers12,706,169$996M1.39%+1,574,48713F-HRTimelineGroup
FMR LLCin group FMR LLC4,673,742$366M0.02%+1,961,88413F-HRTimelineGroup
Creative Planningin group Creative Planning3,924,370$308M0.21%-76,73413F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.3,787,452$297M0.01%+381,68813F-HRTimelineGroup
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…3,702,826$290M1.12%013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,174,657$249M0.05%+21,02813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,036,092$238M0.03%+344,39613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,495,025$196M0.01%+105,68713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,452,274$192M0.01%+639,77513F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…1,478,776$116M0.02%+285,94113F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding1,334,300$105M-53,739Timeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,300,436$102M0.01%+34,81713F-HRTimelineGroup
Cassaday & Co Wealth Management LLC1,258,490$98.7M2.1%-12,82013F-HRTimeline
Cetera Investment Advisers1,131,350$88.7M0.09%+54,81713F-HRTimeline
UBS Group AGgroup of 2 filers holding987,352$77.4M+210,608Timeline
Modera Wealth Management, LLC894,861$70.2M0.84%-21,39413F-HRTimeline
Wilmington Savings Fund Society, FSB861,100$67.5M1.61%-15,29613F-HRTimeline
LPL Financial LLC848,780$66.6M0.02%-7,62113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding777,739$61M-11,527Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…720,172$56.5M0.03%+56,57713F-HRTimelineGroup
HighTower Advisors, LLC701,254$55M0.06%+9,84513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…686,291$53.8M0.07%+658,64213F-HRTimelineGroup
State of Tennessee, Department of Treas…625,924$49.1M0.16%-3313F-HRTimeline
Financial Advisory Corp581,867$45.6M6.34%-11,07113F-HRTimeline
Forvis Mazars Wealth Advisors, LLC576,024$45.2M0.86%-18,36213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/539,172$42.3M0.04%+515,43613F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/531,686$41.7M0.02%-186,57413F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…496,916$39M0.02%-15,15413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN476,324$37.3M0.01%+113,82513F-HR/ATimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP491,436$37.3M0.05%-77013F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC469,189$36.8M0.28%+22,28513F-HRTimeline
Baker Avenue Asset Management, LP446,785$35M0.8%+1,83913F-HRTimeline
Plancorp, LLC414,374$34.3M0.98%-42913F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding417,534$32.7M+2,624Timeline
MAI Capital Management376,174$29.5M0.17%+9,34913F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC375,064$29.4M1.43%-7,82413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV367,659$28.8M0.04%+65,48913F-HRTimeline
Bear Mountain Capital, Inc.333,626$28.2M8.48%+8,30613F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding325,860$25.6M+82,517Timeline
CHOREO, LLC314,114$24.6M0.3%-11,12013F-HRTimeline
Arvest Bank Trust Division313,649$24.6M1.34%-4,86513F-HRTimeline
Shakespeare Wealth Management, LLC297,524$23.3M5.52%+2,58013F-HRTimeline
Pure Financial Advisors, LLC293,542$23M0.33%+4,45213F-HRTimeline
Ballentine Partners, LLC290,142$22.8M0.32%-2,54713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC287,647$22.6M0.02%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP250,690$19.7M0.02%+1,72613F-HRTimelineGroup
Mill Creek Capital Advisors, LLC241,779$19M0.39%-25,71213F-HRTimeline
Aspect Partners, LLC239,050$18.7M7.66%+223,84613F-HRTimeline
Bryn Mawr Trust Advisors, LLC230,756$18.1M0.88%+30,90013F-HRTimeline
FSM Wealth Advisors, LLC229,229$18M2.31%+10,80813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP228,135$17.9M0.37%+4,13713F-HRTimeline
IMA Advisory Services, Inc.225,289$17.7M1.72%+100,37213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC213,145$16.7M0.02%-77713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC212,798$16.7M0.08%+23,60713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC210,952$16.5M0.01%+7,06513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP206,205$16.2M0.02%-14,56613F-HRTimelineGroup
Cambridge Investment Research Advisors,…203,743$16M0.04%+86,19413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO208,764$15.9M<0.01%-1,112,97413F-HR/ATimelineGroup
FIRST CITIZENS BANK & TRUST CO197,137$15.5M0.33%-4,23313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.190,741$15M0.02%+5,49713F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC179,876$14.1M0.44%-2,18813F-HRTimeline
Sequoia Financial Advisors, LLC175,414$13.8M0.08%-11,69313F-HRTimeline
Wealth Architects, LLC175,076$13.7M1.22%-4,88913F-HRTimeline
RTD Financial Advisors, Inc.170,857$13.4M1.65%-1,44313F-HRTimeline
Checchi Capital Advisers, LLC169,123$13.3M0.91%-15,24913F-HRTimeline
Mariner, LLCin group Mariner, LLC163,979$12.9M0.02%+4,57813F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS160,176$12.6M0.02%+2,43313F-HRTimeline
Klingman & Associates, LLC156,770$12.3M0.59%-90513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC152,294$11.9M0.05%+119,77413F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC152,270$11.9M0.05%-93413F-HRTimelineGroup
Federation des caisses Desjardins du Qu…149,016$11.7M0.04%+145,52413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA143,446$11.2M<0.01%-9,11913F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co143,111$11.2M0.29%-3,26213F-HRTimeline
Shoker Investment Counsel, Inc.142,826$11.2M3.32%+1,66913F-HRTimeline
Omega Financial Group, LLC141,407$11.1M3.66%+61113F-HRTimeline
Brand Asset Management Group, Inc.139,741$11M2.85%-8,82513F-HRTimeline
Curi Capital, LLC138,828$10.9M0.19%+23,88213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.135,482$10.6M0.12%-12,34013F-HRTimelineGroup
Sound Stewardship, LLC131,930$10.3M4.74%+65013F-HRTimeline
NewEdge Advisors, LLC131,337$10.3M0.04%+8,78813F-HR/ATimeline
Frontier Asset Management, LLC129,905$10.2M2.14%+109,09913F-HRTimeline
DORVAL Corp129,498$10.2M3.15%-5,87113F-HRTimeline
WESCAP Management Group, Inc.129,007$10.1M1.99%+40013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC126,252$9.9M<0.01%-19,88213F-HR/ATimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.122,741$9.62M0.02%+4,23213F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp122,424$9.6M0.03%-5,62013F-HR/ATimelineGroup
Charles Schwab Trust Coin group Charles Schwab Trust Co118,891$9.32M0.6%+14913F-HRTimelineGroup
BRIGHTON JONES LLC118,810$9.32M0.21%+92513F-HR/ATimeline
Fonville Wealth Management LLC116,247$9.12M1.74%+2,51213F-HRTimeline
Ifrah Financial Services, Inc.114,202$8.95M2.37%-2,74613F-HRTimeline
Range Advisory, LLC114,106$8.95M1.66%+37,05013F-HRTimeline
SACHEM HILL LLC111,144$8.71M1.69%-3,09413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC107,625$8.44M0.01%+7,13613F-HRTimelineGroup
IFG Advisors, LLC105,479$8.27M1.35%+4,90213F-HRTimeline
Integrated Wealth Concepts LLC103,300$8.1M0.06%+4,17113F-HRTimeline
LTG Capital LLC102,318$8.02M6.13%+97313F-HRTimeline
Brooklyn FI, LLC102,087$8M1.68%-1,76913F-HRTimeline
Bleakley Financial Group, LLC100,329$7.87M0.12%+1,68213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…97,322$7.69M0.02%-19,16513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.98,325$7.62M0.05%-3,97013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\95,892$7.53M0.01%-26413F-HRTimelineGroup
Beacon Pointe Advisors, LLC95,916$7.52M0.04%-4,87413F-HRTimeline
&PARTNERS94,685$7.44M0.04%-2,06913F-HRTimeline
ARVEST INVESTMENTS, INC.94,578$7.42M1.01%-68713F-HRTimeline
Wealthspire Retirement, LLC92,157$7.23M0.43%+4,67413F-HRTimeline
BANK OF STOCKTON89,429$7.01M2.17%-4,83713F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC89,379$7.01M2.44%+1,93313F-HRTimeline
CWM, LLCin group CWM, LLC85,992$6.74M0.02%+4,57413F-HRTimelineGroup
Sterling Capital Management LLC84,128$6.6M0.13%-8,62113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources83,218$6.53M<0.01%+3,19913F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC82,971$6.51M0.01%+54,58313F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC81,515$6.39M<0.01%+67,78113F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding79,240$6.21M+622Timeline
Waverly Advisors, LLC77,682$6.09M0.05%-3,65813F-HRTimeline
NorthStar Asset Management LLC /NJ/77,083$6.04M2.92%+4,36313F-HRTimeline
BLUELINE ADVISORS LLC76,061$5.96M4.62%+3,09413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC74,467$5.84M0.01%+22,86713F-HRTimeline
MML INVESTORS SERVICES, LLC74,030$5.8M0.02%-3,94913F-HRTimeline
Cornerstone Management, Inc.72,361$5.67M0.9%+2,23213F-HRTimeline
My Personal CFO, LLC71,196$5.58M2.44%+1,33213F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT71,059$5.57M0.1%-4,48413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC70,755$5.55M0.07%-1,46313F-HRTimeline
Parkside Financial Bank & Trust70,268$5.51M0.42%-9313F-HRTimeline
RWA WEALTH PARTNERS, LLC68,818$5.4M0.06%-9,29213F-HRTimeline
BANK OF HAWAII68,697$5.39M0.28%-2,43813F-HRTimeline
Cascade Financial Partners, LLC66,479$5.21M0.54%+3,87913F-HRTimeline
HARBOR ADVISORY CORP /MA/65,811$5.16M1.55%+2,31613F-HRTimeline
Allworth Financial LP65,810$5.16M0.02%-78413F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC65,559$5.14M0.01%-31,18013F-HRTimelineGroup
One Capital Management, LLC65,083$5.1M0.14%+2,87613F-HRTimeline
HUB Investment Partners, LLC64,645$5.07M0.12%new13F-HRTimeline
Composition Wealth, LLC64,194$5.03M0.07%+2,13613F-HRTimeline
MSH Capital Advisors LLC64,179$5.03M1.07%+44413F-HRTimeline
Shore Point Advisors, LLC62,957$4.94M1.95%-58,78313F-HRTimeline
Financiere des Professionnels - Fonds d…61,500$4.82M0.28%-95,40013F-HRTimeline
Clearwater Capital Advisors, LLC60,698$4.76M0.38%-1,41113F-HRTimeline
SVB WEALTH LLC60,367$4.73M0.31%-15413F-HRTimeline
Quent Capital, LLC60,103$4.71M0.33%-1,66513F-HRTimeline
Larson Financial Group LLC59,510$4.67M0.15%-1,97813F-HRTimeline
FCA CORP /TX59,496$4.67M1.32%-4,29113F-HRTimeline
Investors Research Corp59,156$4.64M0.89%-6,44113F-HRTimeline
Washington Trust Bank59,085$4.63M0.34%+10,29613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Private Advisor Group, LLC58,875$4.62M0.02%-5,40713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding58,546$4.59M+6,232Timeline
Professional Financial Advisors, LLC58,492$4.59M0.93%new13F-HRTimeline
Heritage Trust Co58,255$4.57M0.46%-3,30113F-HRTimeline
Goldstein Advisors, LLC56,383$4.42M0.49%-1,42413F-HRTimeline
Cooke Wealth Management, LLC55,019$4.31M3.82%-18413F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co52,300$4.1M0.09%013F-HRTimelineGroup
HANCOCK WHITNEY CORP48,667$4.07M0.07%-3,63713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC50,915$3.99M0.02%+5,49513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.50,167$3.93M0.26%-7413F-HRTimelineGroup
Aptus Capital Advisors, LLC50,101$3.93M0.03%+51913F-HRTimeline
World Investment Advisors50,087$3.93M0.06%-5,07513F-HRTimeline
Partners in Financial Planning49,851$3.91M0.65%-53713F-HRTimeline
MARTIN & CO INC /TN/49,632$3.89M0.66%+2,19413F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA48,085$3.77M0.02%+1613F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO47,868$3.75M<0.01%-25,19713F-HRTimelineGroup
Endowment Wealth Management, Inc.46,592$3.65M1.62%+1,48513F-HRTimeline
Waldron Private Wealth LLC46,535$3.65M0.14%-80313F-HRTimeline
Richard W. Paul & Associates, LLC46,446$3.64M1.23%-52713F-HRTimeline
IFP Advisors, Inc46,243$3.63M0.08%+53713F-HRTimeline
ASPIRIANT, LLC46,145$3.62M0.1%-6,73813F-HRTimeline
rebel Financial LLC45,174$3.54M1.54%-1,91013F-HRTimeline
Narus Financial Partners, LLC43,517$3.41M0.89%+81513F-HRTimeline
Summit Trail Advisors, LLC43,500$3.41M0.05%013F-HRTimeline
Creekside Partners42,465$3.33M1.37%-1,07913F-HRTimeline
PINNACLE ASSOCIATES LTD42,009$3.29M0.04%-4,87913F-HRTimeline
Independent Advisor Alliance41,980$3.29M0.04%+32,35613F-HRTimeline
BEAM WEALTH ADVISORS, INC.41,567$3.26M0.81%+3,25513F-HRTimeline
Advisory Services Network, LLC40,503$3.18M0.04%-12,46713F-HRTimeline
James J. Burns & Company, LLC40,212$3.15M0.43%+1,50913F-HRTimeline
Strategic Wealth Advisors LLC39,496$3.1M2.48%-1,10213F-HRTimeline
Vise Technologies, Inc.39,779$3.08M0.06%013F-HRTimeline
Beacon Harbor Wealth Advisors, Inc.38,958$3.05M0.64%+87013F-HRTimeline
Disciplined Investments, LLC38,493$3.02M1.08%-44313F-HRTimeline
Eagle Strategies LLC38,099$2.99M0.36%+2,10613F-HRTimeline
Crewe Advisors LLC38,059$2.98M0.25%+98713F-HRTimeline
Pinnacle Wealth Management Advisory Gro…37,457$2.94M0.2%-4,87913F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC36,935$2.93M0.11%+33,85213F-HRTimelineGroup
Partnership Wealth Management, LLC37,168$2.91M2.22%-1,49913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC34,731$2.87M0.04%-3,12513F-HRTimeline
Pointe Capital Management LLC36,471$2.86M1.42%+1,18613F-HRTimeline
Abacus Planning Group, Inc.36,143$2.83M0.38%-1,54213F-HRTimeline
Foundation Wealth Management, LLC36,115$2.83M1.91%+10,71913F-HRTimeline
Steward Partners Investment Advisory, L…35,966$2.82M0.01%+6,51013F-HRTimeline
Acropolis Investment Management, LLC35,965$2.82M0.12%-25813F-HRTimeline
Avior Wealth Management, LLC35,943$2.81M0.08%-1,13913F-HRTimeline
Probity Advisors, Inc.34,905$2.74M0.43%+1,01913F-HRTimeline
Noble Family Wealth, LLC34,375$2.7M0.56%013F-HR/ATimeline
D.A. DAVIDSON & CO.33,916$2.66M0.02%-56013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC33,557$2.63M0.04%+1513F-HRTimelineGroup
Nicholas Hoffman & Company, LLC.33,384$2.62M0.06%-7713F-HRTimeline
IHT Wealth Management, LLC32,950$2.58M0.06%+413F-HRTimeline
Sowell Financial Services LLC32,525$2.55M0.09%+24913F-HRTimeline
Breakwater Capital Group32,375$2.54M0.34%+1,72513F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV32,151$2.52M0.66%-2,31813F-HRTimeline
NTV Asset Management LLC32,050$2.51M0.28%+15013F-HRTimeline