ISHARES TR (SCZ)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
737
Reporting holders
$11.4B
Reported value
0.0%
Held as options
+6
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 |
|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | $4.4B | 53,299,660 | 1.75% | 31q | +7.8%+$318.1M |
| TIAA Wealth Investment Management LLC | $795.3M | 9,651,143 | 5.31% | 2q | +1.8%+$14.0M |
| GOLDMAN SACHS GROUP INC | $520.2M | 6,322,889 | 0.05% | 31q | +108.3%+$270.4M |
| FMR LLC | $437.8M | 5,321,287 | 0.02% | 31q | +13.9%+$53.3M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $370.9M | 4,508,820 | 1.28% | 2q | +3.6%+$12.9M |
| BlackRock, Inc. | $319.2M | 3,880,423 | 0.00% | 8q | +2.5%+$7.6M |
| Creative Planning | $312.5M | 3,798,676 | 0.18% | 31q | -3.2%-$10.3M |
| State of New Jersey Common Pension Fund D | $304.6M | 3,702,826 | 1.04% | 20q | HELD |
| Bank of New York Mellon Corp | $245.8M | 2,987,961 | 0.04% | 31q | -5.9%-$15.4M |
| MORGAN STANLEY | $187.3M | 2,276,111 | 0.01% | 35q | -8.8%-$18.0M |
| BANK OF AMERICA CORP /DE/ | $161.1M | 1,958,678 | 0.01% | 31q | -20.1%-$40.6M |
| JANE STREET GROUP, LLC | $126.3M | 1,534,940 | 0.01% | new | NEW |
| Cassaday & Co Wealth Management LLC | $112.0M | 1,361,748 | 2.10% | 15q | +8.2%+$8.5M |
| NORTHERN TRUST CORP | $107.2M | 1,302,991 | 0.01% | 31q | HELD |
| Focus Partners Wealth | $104.8M | 1,274,009 | 0.11% | 11q | -0.8%-$824.3K |
| Cetera Investment Advisers | $97.8M | 1,189,371 | 0.09% | 31q | +5.1%+$4.8M |
| WELLINGTON MANAGEMENT GROUP LLP | $88.1M | 1,070,547 | 0.02% | 31q | -27.6%-$33.6M |
| UBS Group AG | $79.3M | 963,893 | 0.01% | 31q | -1.2%-$933.8K |
| LPL Financial LLC | $77.4M | 940,672 | 0.02% | 31q | +10.8%+$7.6M |
| Wilmington Savings Fund Society, FSB | $72.3M | 878,997 | 1.61% | 35q | +2.1%+$1.5M |
| Modera Wealth Management, LLC | $72.3M | 878,343 | 0.77% | 31q | -1.8%-$1.4M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $59.6M | 724,156 | 0.03% | 31q | +0.6%+$327.8K |
| BANK OF MONTREAL /CAN/ | $59.1M | 718,382 | 0.02% | 31q | +35.1%+$15.4M |
| MERCER GLOBAL ADVISORS INC /ADV | $58.7M | 712,934 | 0.04% | 30q | +93.9%+$28.4M |
| State of Tennessee, Department of Treasury | $50.3M | 611,475 | 0.15% | 29q | -2.3%-$1.2M |
| HighTower Advisors, LLC | $49.5M | 601,647 | 0.05% | 31q | -14.2%-$8.2M |
| Forvis Mazars Wealth Advisors, LLC | $46.0M | 559,265 | 0.77% | 31q | -2.9%-$1.4M |
| ENVESTNET ASSET MANAGEMENT INC | $45.6M | 554,806 | 0.01% | 31q | -3.8%-$1.8M |
| Financial Advisory Corp | $45.3M | 550,184 | 6.00% | 7q | -5.4%-$2.6M |
| MONETA GROUP INVESTMENT ADVISORS LLC | $43.6M | 530,040 | 0.32% | 31q | +13.0%+$5.0M |
| WELLS FARGO & COMPANY/MN | $41.3M | 501,946 | 0.01% | 31q | -47.3%-$37.1M |
| Corient Private Wealth LP | $39.9M | 484,790 | 0.03% | 15q | -1.4%-$546.8K |
| PNC Financial Services Group, Inc. | $38.7M | 470,951 | 0.02% | 31q | -5.2%-$2.1M |
| Baker Avenue Asset Management, LP | $37.2M | 451,566 | 0.70% | 31q | +1.1%+$393.3K |
| Wealthcare Advisory Partners LLC | $34.9M | 424,121 | 0.66% | 31q | +4.4%+$1.5M |
| Plancorp, LLC | $32.6M | 394,801 | 0.79% | 31q | -4.7%-$1.6M |
| Pathstone Holdings, LLC | $31.8M | 386,423 | 0.09% | 11q | +153.8%+$19.3M |
| MAI Capital Management | $31.6M | 383,693 | 0.12% | 31q | +2.0%+$618.6K |
| Savant Capital, LLC | $31.2M | 372,190 | 0.09% | 31q | +74.9%+$13.3M |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | $30.4M | 369,979 | 1.32% | 26q | -1.4%-$418.3K |
| ROYAL BANK OF CANADA | $29.2M | 354,448 | 0.00% | 31q | +147.1%+$17.4M |
| Bear Mountain Capital, Inc. | $28.6M | 343,768 | 8.28% | 11q | +3.0%+$842.8K |
| Arvest Bank Trust Division | $25.5M | 310,319 | 1.24% | 8q | -1.1%-$274.0K |
| Shakespeare Wealth Management, LLC | $25.3M | 307,098 | 6.69% | 31q | +3.2%+$787.7K |
| CHOREO, LLC | $25.1M | 304,597 | 0.27% | 50q | -3.0%-$783.0K |
| FIFTH THIRD BANCORP | $24.6M | 298,877 | 0.04% | 31q | -1.3%-$327.8K |
| St. Louis Trust Co | $24.6M | 9,680 | 2.81% | 31q | HELD |
| Pure Financial Advisors, LLC | $24.3M | 295,814 | 0.31% | 31q | +0.8%+$186.9K |
| MISSION WEALTH MANAGEMENT, LP | $24.2M | 293,676 | 0.30% | 31q | +28.7%+$5.4M |
| Ballentine Partners, LLC | $23.8M | 288,781 | 0.29% | 31q | HELD |
| Envestnet Portfolio Solutions, Inc. | $21.7M | 263,593 | 0.10% | 12q | +31.3%+$5.2M |
| FIRST CITIZENS BANK & TRUST CO | $21.5M | 261,333 | 0.32% | 31q | +32.6%+$5.3M |
| STIFEL FINANCIAL CORP | $20.7M | 251,342 | 0.02% | 31q | HELD |
| Bryn Mawr Trust Advisors, LLC | $19.8M | 241,190 | 0.86% | 13q | +4.5%+$858.4K |
| FSM Wealth Advisors, LLC | $19.7M | 239,967 | 2.10% | 17q | +4.7%+$883.4K |
| IMA Advisory Services, Inc. | $18.6M | 225,707 | 1.16% | 7q | HELD |
| RAYMOND JAMES FINANCIAL INC | $17.9M | 218,025 | 0.00% | 7q | +3.4%+$581.9K |
| OSAIC HOLDINGS, INC. | $17.2M | 208,440 | 0.02% | 26q | +9.3%+$1.5M |
| TRUIST FINANCIAL CORP | $16.6M | 201,948 | 0.02% | 31q | -2.1%-$350.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $16.4M | 198,886 | 0.02% | 31q | -6.7%-$1.2M |
| TIAA TRUST, NATIONAL ASSOCIATION | $16.2M | 196,911 | 0.96% | 12q | HELD |
| Sequoia Financial Advisors, LLC | $14.4M | 175,462 | 0.07% | 31q | HELD |
| Wealth Architects, LLC | $14.1M | 171,066 | 1.11% | 31q | -2.3%-$329.9K |
| RTD Financial Advisors, Inc. | $13.9M | 169,510 | 1.52% | 19q | -0.8%-$110.8K |
| Curi Capital, LLC | $13.8M | 168,288 | 0.21% | 31q | +21.2%+$2.4M |
| Nuveen, LLC | $13.5M | 164,067 | 0.00% | 6q | -73.4%-$37.2M |
| CAPTRUST FINANCIAL ADVISORS | $13.4M | 162,894 | 0.02% | 31q | +1.7%+$223.6K |
| Checchi Capital Advisers, LLC | $13.4M | 162,285 | 0.60% | 31q | -4.0%-$562.6K |
| Mariner, LLC | $13.3M | 161,488 | 0.01% | 31q | -1.5%-$204.9K |
| Klingman & Associates, LLC | $12.8M | 155,240 | 0.54% | 31q | -1.0%-$125.9K |
| Shoker Investment Counsel, Inc. | $12.2M | 147,709 | 3.05% | 31q | +3.4%+$401.7K |
| Integrated Wealth Concepts LLC | $11.9M | 144,554 | 0.06% | 14q | +39.9%+$3.4M |
| RITHOLTZ WEALTH MANAGEMENT | $11.8M | 143,600 | 0.09% | 11q | +102.1%+$6.0M |
| NewEdge Advisors, LLC | $11.8M | 143,478 | 0.04% | new | NEW |
| Omega Financial Group, LLC | $11.7M | 142,432 | 3.57% | 31q | +0.7%+$84.3K |
| Federation des caisses Desjardins du Quebec | $11.7M | 142,085 | 0.04% | 23q | -4.7%-$570.2K |
| Alesco Advisors, LLC, An ESL Co | $11.5M | 140,031 | 0.26% | 31q | -2.2%-$253.4K |
| TUDOR INVESTMENT CORP ET AL | $11.5M | 139,628 | 0.02% | 2q | +4170.0%+$11.2M |
| Sound Stewardship, LLC | $11.3M | 137,157 | 4.65% | 15q | +4.0%+$430.0K |
| Cullen/Frost Bankers, Inc. | $11.2M | 136,727 | 0.11% | 28q | +0.9%+$102.4K |
| Brand Asset Management Group, Inc. | $11.1M | 134,949 | 2.45% | 31q | -3.4%-$394.2K |
| AMERIPRISE FINANCIAL INC | $11.0M | 133,683 | 0.00% | 31q | -47.1%-$9.8M |
| DORVAL Corp | $10.8M | 131,697 | 3.12% | 11q | +1.7%+$180.9K |
| Frontier Asset Management, LLC | $10.8M | 131,519 | 1.94% | 19q | +1.2%+$132.8K |
| Baird Financial Group, Inc. | $10.5M | 127,823 | 0.01% | 31q | +4.1%+$418.1K |
| WESCAP Management Group, Inc. | $10.5M | 127,477 | 1.96% | 31q | -1.2%-$125.9K |
| BRIGHTON JONES LLC | $10.1M | 122,742 | 0.19% | 31q | +3.3%+$323.5K |
| JPMORGAN CHASE & CO | $10.0M | 121,299 | 0.00% | 31q | -41.9%-$7.2M |
| BEAM WEALTH ADVISORS, INC. | $9.9M | 122,581 | 1.16% | 9q | +194.9%+$6.6M |
| Fonville Wealth Management LLC | $9.7M | 118,451 | 1.59% | 11q | +1.9%+$181.3K |
| M&T Bank Corp | $9.7M | 118,277 | 0.03% | 26q | -3.4%-$341.2K |
| DRW Securities, LLC | $9.6M | 117,097 | 0.23% | new | NEW |
| Charles Schwab Trust Co | $9.3M | 113,154 | 0.52% | 25q | -4.8%-$472.0K |
| Ifrah Financial Services, Inc. | $9.2M | 111,756 | 2.25% | 31q | -2.1%-$201.2K |
| Focus Partners Advisor Solutions, LLC | $9.1M | 111,022 | 0.08% | 18q | +120.8%+$5.0M |
| SACHEM HILL LLC | $8.8M | 106,770 | 1.56% | 30q | -3.9%-$359.9K |
| SEI INVESTMENTS CO | $8.8M | 106,672 | 0.01% | 13q | +122.8%+$4.8M |
| Ocean Park Asset Management, LLC | $8.6M | 105,074 | 0.42% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $8.5M | 102,065 | 0.01% | 31q | +4.9%+$395.5K |
| Brooklyn FI, LLC | $8.5M | 102,259 | 1.55% | 19q | HELD |
Showing the largest 100 of 766 reported holders.
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 | 737 | $11.4B | 138,972,051 | 48 | 232 | 220 | 0.0% |
| Q1 2026 | 731 | $10.2B | 131,547,069 | 58 | 183 | 238 | 0.0% |
| Q4 2025 | 721 | $8.8B | 113,577,438 | 57 | 215 | 207 | 0.0% |
| Q3 2025 | 674 | $7.1B | 92,421,558 | 37 | 156 | 254 | 0.0% |
| Q2 2025 | 678 | $6.6B | 91,614,125 | 62 | 209 | 243 | 0.0% |
| Q1 2025 | 646 | $5.9B | 92,840,444 | 42 | 157 | 244 | 0.0% |
| Q4 2024 | 665 | $5.4B | 88,821,223 | 41 | 212 | 206 | 0.0% |
| Q3 2024 | 647 | $5.9B | 87,608,262 | 60 | 140 | 243 | 0.0% |
| Q2 2024 | 619 | $6.0B | 96,774,710 | 46 | 178 | 216 | 0.1% |
| Q1 2024 | 627 | $6.8B | 107,888,708 | 32 | 161 | 237 | 0.0% |
| Q4 2023 | 654 | $7.1B | 113,973,677 | 52 | 186 | 220 | 0.7% |
| Q3 2023 | 599 | $7.1B | 125,461,635 | 29 | 176 | 220 | 0.0% |
| Q2 2023 | 608 | $7.2B | 122,526,563 | 36 | 200 | 219 | 0.1% |
| Q1 2023 | 603 | $7.7B | 130,152,619 | 46 | 171 | 220 | 0.1% |
| Q4 2022 | 572 | $7.2B | 125,938,438 | 65 | 165 | 204 | 1.1% |
| Q3 2022 | 630 | $6.4B | 131,565,519 | 38 | 223 | 219 | 0.1% |
| Q2 2022 | 667 | $7.2B | 130,644,900 | 60 | 241 | 234 | 0.6% |
| Q1 2022 | 696 | $9.6B | 143,843,591 | 58 | 231 | 234 | 0.1% |
| Q4 2021 | 720 | $11.1B | 151,527,189 | 45 | 303 | 152 | 0.1% |
| Q3 2021 | 646 | $10.9B | 145,134,998 | 51 | 232 | 181 | 0.1% |
| Q2 2021 | 632 | $8.9B | 120,249,896 | 57 | 253 | 166 | 0.1% |
| Q1 2021 | 607 | $9.1B | 126,122,315 | 68 | 221 | 166 | 0.1% |
| Q4 2020 | 570 | $7.4B | 108,319,551 | 58 | 197 | 169 | 0.1% |
| Q3 2020 | 507 | $6.3B | 107,302,814 | 41 | 133 | 212 | 0.0% |
| Q2 2020 | 502 | $5.5B | 102,643,209 | 61 | 138 | 233 | 0.3% |
| Q1 2020 | 513 | $5.1B | 113,915,661 | 45 | 159 | 227 | 0.0% |
| Q4 2019 | 605 | $7.5B | 120,944,302 | 64 | 212 | 166 | 0.0% |
| Q3 2019 | 522 | $6.1B | 106,214,334 | 40 | 166 | 204 | 0.0% |
| Q2 2019 | 520 | $6.0B | 104,972,999 | 43 | 204 | 176 | 0.0% |
| Q1 2019 | 524 | $5.5B | 95,973,006 | 43 | 176 | 203 | 0.0% |
| Q4 2018 | 540 | $5.5B | 106,217,255 | 4 | 13 | 15 | 0.0% |