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Disclosery

SCZ ISHARES TR

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ETF (fund)

Filings received so far for Q3 2026: 48 13F filers report a position in SCZ shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
RTD Financial Advisors, Inc.169,009$14.3M1.56%-50113F-HRTimeline
Investors Research Corp44,612$3.77M0.66%-11,58413F-HRTimeline
Partnership Wealth Management, LLC37,620$3.18M2.27%-1,09613F-HRTimeline
Breakwater Capital Group33,898$2.86M0.34%+1,00913F-HRTimeline
Sincerus Advisory, LLC32,247$2.72M1.78%+1,56813F-HRTimeline
Acropolis Investment Management, LLC31,810$2.69M0.11%-1,31513F-HRTimeline
Apella Capital, LLC31,752$2.66M0.03%+20,77813F-HRTimeline
Prosperity Planning, Inc.29,606$2.5M0.55%-50113F-HRTimeline
Farther Finance Advisors, LLC24,901$2.1M0.01%-58513F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC16,728$1.41M0.02%-18513F-HRTimeline
Avidian Wealth Enterprises, LLC14,016$1.18M0.03%-1,26713F-HRTimeline
Aletheian Wealth Advisors LLC13,908$1.17M0.47%-5913F-HRTimeline
Wedmont Private Capital13,273$1.1M0.03%+39913F-HRTimeline
Gladwyn Financial Advisors, Inc.7,579$640K0.41%013F-HRTimeline
Williams & Novak Wealth Management, LLC6,728$568K0.34%-2,31513F-HRTimeline
Montecito Bank & Trust5,436$459K0.07%013F-HRTimeline
KFA Private Wealth Group, LLC4,691$396K0.09%-35313F-HRTimeline
Factor Wealth Management LTD4,443$375K0.06%013F-HRTimeline
Galvin, Gaustad & Stein, LLC4,395$371K0.03%-3013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC4,264$360K0.07%-3513F-HRTimeline
Valeo Financial Advisors, LLC4,161$351K0.01%013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…3,584$303K0.03%013F-HRTimelineGroup
DAVIDSON TRUST CO3,335$282K0.11%013F-HRTimeline
CoreCap Advisors, LLC3,070$259K0.01%-513F-HRTimeline
Canandaigua National Trust Co of Florida2,550$215K0.12%13F-HRTimeline
Miller Global Investments, LLC1,843$156K0.13%013F-HRTimeline
GAMMA Investing LLC1,481$125K<0.01%013F-HRTimeline
Grove Bank & Trust1,130$95.4K0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC1,123$94.8K0.03%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC976$82.4K0.02%013F-HRTimeline
ATWOOD & PALMER INC583$49.2K<0.01%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST521$44K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP456$38.5K<0.01%+19513F-HRTimelineGroup
Trust Co308$26K<0.01%new13F-HRTimeline
Pacifica Partners Inc.278$23.2K0.01%013F-HRTimeline
Marquette Asset Management, LLC264$22.3K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton202$17.1K<0.01%013F-HRTimeline
EASTERN BANK160$13.5K<0.01%-2113F-HRTimeline
CX Institutional130$11K<0.01%013F-HRTimeline
Dorato Capital Management120$10K0.01%013F-HRTimeline
Versant Capital Management, Inc87$7.34K<0.01%013F-HRTimeline
Roxbury Financial LLC80$6.75K0.01%+5213F-HRTimeline
FIRST COMMUNITY TRUST NA62$5.23K<0.01%013F-HRTimeline
Hickory Point Bank & Trust53$4.47K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB44$3.71K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…19$1.6K<0.01%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.15$1.27K<0.01%013F-HRTimeline
Planning Strategies Inc.8$675<0.01%013F-HRTimeline