ISHARES TR (HSCZ)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
58
Reporting holders
$110.8M
Reported value
12.3%
Held as options
-1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CAPITAL WEALTH MANAGEMENT, LLC | $25.2M | 587,317 | 6.07% | 24q | +2.8%+$696.4K |
| Optiver Holding B.V. | $10.4M | options only | 0.00% | 17q | OPTIONS |
| AE Wealth Management LLC | $6.6M | 154,473 | 0.03% | 26q | -39.6%-$4.3M |
| RAYMOND JAMES FINANCIAL INC | $6.5M | 152,371 | 0.00% | 7q | +931.6%+$5.9M |
| LPL Financial LLC | $6.0M | 140,702 | 0.00% | 19q | -3.3%-$207.7K |
| Lighthouse Wealth Management Inc. | $5.1M | 118,436 | 3.16% | 7q | +2.6%+$128.4K |
| Ipsen Advisor Group LLC | $4.4M | 102,597 | 2.84% | 8q | HELD |
| Certified Advisory Corp | $4.2M | 96,957 | 0.34% | 11q | +32.9%+$1.0M |
| BANK OF AMERICA CORP /DE/ | $4.0M | 93,255 | 0.00% | 31q | -0.9%-$38.0K |
| Cetera Investment Advisers | $4.0M | 92,070 | 0.00% | 10q | -6.3%-$265.1K |
| Sachetta, LLC | $3.6M | 84,183 | 1.76% | 11q | +3.4%+$117.3K |
| Comprehensive Wealth Management, LLC | $3.6M | 83,898 | 1.65% | 18q | -16.3%-$703.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.4M | 79,476 | 0.00% | 15q | +26.4%+$713.3K |
| WESCAP Management Group, Inc. | $1.9M | 44,700 | 0.36% | 13q | +1.7%+$32.6K |
| JPMORGAN CHASE & CO | $1.9M | 43,489 | 0.00% | 2q | +30.2%+$434.4K |
| ENVESTNET ASSET MANAGEMENT INC | $1.7M | 40,444 | 0.00% | 9q | +2.5%+$42.2K |
| MML INVESTORS SERVICES, LLC | $1.7M | 39,296 | 0.00% | 9q | +19.7%+$278.0K |
| Apella Capital, LLC | $1.5M | 35,555 | 0.02% | 6q | -5.4%-$87.7K |
| IMC-Chicago, LLC | $1.5M | options only | 0.00% | 2q | OPTIONS |
| OSAIC HOLDINGS, INC. | $1.4M | 33,065 | 0.00% | 26q | +49.3%+$469.0K |
| Berkeley, Inc | $1.3M | 30,950 | 0.42% | 23q | HELD |
| CITADEL ADVISORS LLC | $1.2M | 28,886 | 0.00% | 4q | +417.1%+$1.0M |
| SIMPLEX TRADING, LLC | $983.7K | options only | 0.00% | 20q | OPTIONS |
| IFP Advisors, Inc | $888.8K | 20,680 | 0.02% | 6q | +4.1%+$35.0K |
| PRINCIPAL SECURITIES, INC. | $777.5K | 18,089 | 0.01% | 11q | +3.6%+$27.2K |
| GROUP ONE TRADING LLC | $676.5K | options only | 0.00% | 7q | OPTIONS |
| Dynamic Advisor Solutions LLC | $670.1K | 15,592 | 0.02% | 25q | -2.7%-$18.9K |
| MERCER GLOBAL ADVISORS INC /ADV | $649.1K | 15,102 | 0.00% | 2q | +99.3%+$323.4K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $456.4K | 10,618 | 0.01% | 9q | +23.2%+$86.0K |
| Sigma Planning Corp | $415.7K | 9,671 | 0.01% | 4q | +8.2%+$31.4K |
| Capital Square, LLC | $402.9K | 9,381 | 0.18% | 4q | +9.9%+$36.2K |
| Montis Financial, LLC | $396.9K | 9,234 | 0.08% | 7q | HELD |
| TRUIST FINANCIAL CORP | $326.3K | 7,593 | 0.00% | 2q | HELD |
| Glass Jacobson Investment Advisors llc | $324.6K | 7,551 | 0.10% | 10q | HELD |
| LaSalle St. Investment Advisors, LLC | $300.5K | 6,991 | 0.04% | 3q | -2.6%-$8.2K |
| GREAT VALLEY ADVISOR GROUP, INC. | $290.9K | 6,769 | 0.00% | 5q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $288.8K | 6,720 | 0.01% | 6q | +8.9%+$23.5K |
| Brookstone Capital Management | $276.3K | 6,428 | 0.00% | new | NEW |
| Williams & Novak, LLC | $244.1K | 5,680 | 0.16% | 5q | HELD |
| Equitable Holdings, Inc. | $213.0K | 4,955 | 0.00% | new | NEW |
| Private Advisor Group, LLC | $210.2K | 4,891 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $202.0K | 4,701 | 0.00% | 2q | -47.0%-$179.3K |
| Geneos Wealth Management Inc. | $133.3K | 3,102 | 0.00% | 3q | HELD |
| Key Capital Management, INC | $40.9K | 951 | 0.02% | new | NEW |
| MORGAN STANLEY | $31.8K | 739 | 0.00% | 19q | HELD |
| Continuum Advisory, LLC | $28.2K | 656 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $24.0K | 563 | 0.00% | 16q | +486.5%+$19.9K |
| NewEdge Advisors, LLC | $21.5K | 500 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $19.6K | 456,834 | 0.02% | 14q | +149.2%+$11.8K |
| FIDUCIARY FINANCIAL ADVISORS | $16.7K | 388 | 0.00% | new | NEW |
| FMR LLC | $14.2K | 329 | 0.00% | 4q | +21.0%+$2.5K |
| Integrated Wealth Concepts LLC | $12.7K | 296 | 0.00% | new | NEW |
| MATHER GROUP, LLC. | $9.9K | 230 | 0.00% | 2q | -81.3%-$43.0K |
| Global Retirement Partners, LLC | $4.4K | 103 | 0.00% | 9q | -98.2%-$249.0K |
| HARBOUR INVESTMENTS, INC. | $4.3K | 100 | 0.00% | 21q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.8K | 65 | 0.00% | new | NEW |
| ASSETMARK, INC | $2.6K | 61 | 0.00% | 5q | HELD |
| Janney Montgomery Scott LLC | $2.0K | 46,476 | 0.00% | 8q | -2.3% |
| First PREMIER Bank | $1.8K | 42,256 | 0.29% | 5q | +7.5% |
| WELLS FARGO & COMPANY/MN | $310 | 7 | 0.00% | 15q | HELD |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $247 | 5,755 | 0.01% | 4q | -43.1% |
| Capital Analysts, LLC | $66 | 1,541 | 0.00% | 3q | HELD |
| HANTZ FINANCIAL SERVICES, INC. | $22 | 507 | 0.00% | 2q | -35.0% |
| CoreCap Advisors, LLC | $1 | 0 | 0.00% | 3q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 58 | $110.8M | 2,260,856 | 12 | 21 | 11 | 12.3% |
| Q1 2026 | 59 | $111.4M | 2,180,989 | 15 | 19 | 16 | 21.7% |
| Q4 2025 | 56 | $84.4M | 1,718,724 | 8 | 20 | 10 | 20.8% |
| Q3 2025 | 49 | $71.8M | 1,548,379 | 10 | 16 | 12 | 18.8% |
| Q2 2025 | 47 | $73.4M | 1,440,285 | 9 | 13 | 15 | 30.3% |
| Q1 2025 | 44 | $72.4M | 1,760,458 | 6 | 13 | 14 | 21.8% |
| Q4 2024 | 47 | $78.0M | 1,801,807 | 8 | 23 | 6 | 26.1% |
| Q3 2024 | 43 | $80.2M | 1,655,788 | 6 | 16 | 11 | 32.5% |
| Q2 2024 | 46 | $75.6M | 1,703,329 | 10 | 15 | 10 | 28.1% |
| Q1 2024 | 38 | $72.4M | 1,309,220 | 10 | 6 | 8 | 43.0% |
| Q4 2023 | 33 | $96.8M | 1,205,319 | 5 | 12 | 6 | 63.5% |
| Q3 2023 | 29 | $90.5M | 1,068,939 | 6 | 11 | 5 | 67.4% |
| Q2 2023 | 26 | $104.6M | 871,047 | 7 | 8 | 3 | 76.6% |
| Q1 2023 | 23 | $151.8M | 821,678 | 2 | 7 | 7 | 85.2% |
| Q4 2022 | 27 | $162.3M | 852,407 | 3 | 9 | 10 | 86.4% |
| Q3 2022 | 32 | $172.8M | 939,049 | 6 | 12 | 5 | 83.9% |
| Q2 2022 | 30 | $112.6M | 804,288 | 9 | 8 | 9 | 77.6% |
| Q1 2022 | 34 | $49.0M | 751,970 | 12 | 10 | 5 | 47.2% |
| Q4 2021 | 28 | $79.4M | 611,190 | 5 | 12 | 5 | 71.6% |
| Q3 2021 | 24 | $49.1M | 547,459 | 7 | 13 | 3 | 58.9% |
| Q2 2021 | 24 | $39.7M | 476,212 | 11 | 7 | 2 | 56.3% |
| Q1 2021 | 14 | $23.5M | 347,143 | 2 | 6 | 3 | 48.2% |
| Q4 2020 | 13 | $15.9M | 350,937 | 2 | 4 | 4 | 28.9% |
| Q3 2020 | 11 | $7.6M | 183,395 | 2 | 4 | 3 | 30.3% |
| Q2 2020 | 15 | $46.5M | 441,440 | 3 | 4 | 3 | 74.0% |
| Q1 2020 | 16 | $35.2M | 569,296 | 8 | 3 | 2 | 63.0% |
| Q4 2019 | 15 | $34.0M | 278,006 | 4 | 3 | 3 | 74.9% |
| Q3 2019 | 9 | $9.8M | 84,495 | 0 | 2 | 3 | 74.9% |
| Q2 2019 | 8 | $13.3M | 110,130 | 0 | 5 | 1 | 76.2% |
| Q1 2019 | 8 | $15.5M | 98,452 | 0 | 3 | 1 | 81.9% |
| Q4 2018 | 10 | $10.1M | 115,542 | 1 | 0 | 0 | 71.0% |