# ISHARES TR (SCZ)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SCZ/

- Reporting holders: 47
- Reported value: $47.0M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [RTD Financial Advisors, Inc.](https://holderbook.com/funds/1810555-rtd-financial-advisors-inc/) | $14.3M | 169,009 | 1.6% | 20 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $3.8M | 44,612 | 0.7% | 25 |
| [Partnership Wealth Management, LLC](https://holderbook.com/funds/2010656-partnership-wealth-management-llc/) | $3.2M | 37,620 | 2.3% | 12 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $2.9M | 33,898 | 0.3% | 16 |
| [Sincerus Advisory, LLC](https://holderbook.com/funds/2050968-sincerus-advisory-llc/) | $2.7M | 32,247 | 1.8% | 8 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $2.7M | 31,810 | 0.1% | 32 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $2.7M | 31,752 | 0.0% | 7 |
| [Prosperity Planning, Inc.](https://holderbook.com/funds/1843292-prosperity-planning-inc/) | $2.5M | 29,606 | 0.6% | 24 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.1M | 24,901 | 0.0% | 15 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $1.4M | 16,728 | 0.0% | 3 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $1.2M | 14,016 | 0.0% | 20 |
| [Aletheian Wealth Advisors LLC](https://holderbook.com/funds/1922281-aletheian-wealth-advisors-llc/) | $1.2M | 13,908 | 0.5% | 18 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $1.1M | 13,273 | 0.0% | 14 |
| [Gladwyn Financial Advisors, Inc.](https://holderbook.com/funds/2078684-gladwyn-financial-advisors-inc/) | $639.8K | 7,579 | 0.4% | 6 |
| [Williams & Novak Wealth Management, LLC](https://holderbook.com/funds/1998419-williams-novak-wealth-management-llc/) | $568.0K | 6,728 | 0.3% | 12 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $458.9K | 5,436 | 0.1% | 8 |
| [KFA Private Wealth Group, LLC](https://holderbook.com/funds/1800556-kfa-private-wealth-group-llc/) | $396.0K | 4,691 | 0.1% | 28 |
| [Factor Wealth Management LTD](https://holderbook.com/funds/2055816-factor-wealth-management-ltd/) | $375.1K | 4,443 | 0.1% | 8 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $371.0K | 4,395 | 0.0% | 24 |
| [COLLECTIVE FAMILY OFFICE LLC](https://holderbook.com/funds/1845066-collective-family-office-llc/) | $360.0K | 4,264 | 0.1% | 24 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $351.3K | 4,161 | 0.0% | 32 |
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $302.6K | 3,584 | 0.0% | 8 |
| [DAVIDSON TRUST CO](https://holderbook.com/funds/1133119-davidson-trust-co/) | $281.5K | 3,335 | 0.1% | 3 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $259.2K | 3,070 | 0.0% | 9 |
| [Canandaigua National Trust Co of Florida](https://holderbook.com/funds/1471384-canandaigua-national-trust-co-of-florida/) | $215.3K | 2,550 | 0.1% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 47 | $47.0M |
| Q2 2026 | 770 | $12.8B |
| Q1 2026 | 760 | $11.2B |
| Q4 2025 | 753 | $9.7B |
| Q3 2025 | 708 | $7.9B |
| Q2 2025 | 720 | $7.5B |
| Q1 2025 | 689 | $6.6B |
| Q4 2024 | 708 | $6.0B |
| Q3 2024 | 694 | $6.6B |
| Q2 2024 | 661 | $6.6B |
| Q1 2024 | 682 | $7.4B |
| Q4 2023 | 710 | $7.6B |