HSCZISHARES TR
CUSIP 46435G839 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (HSCZ) has 59 institutional holders in Filings Flow’s 13F database, together reporting 2.46M shares worth $98M as of Q1 2026. The largest reported holders are Capital Wealth Management, LLC, Ae Wealth Management LLC, and Cambridge Investment Research Advisors, Inc..
Institutional Holders
59
Q1 2026
Reported Value
$98M
Ticker
HSCZ
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| CAPITAL WEALTH MANAGEMENT, LLC$416M AUM | 6.13% | $23M | 571.1K | Q1 2026 |
| Lighthouse Wealth Management Inc.$147M AUM | 3.11% | $5M | 115.4K | Q1 2026 |
| Ipsen Advisor Group LLC$143M AUM | 2.84% | $4M | 102.2K | Q1 2026 |
| Comprehensive Wealth Management, LLC$198M AUM | 2.01% | $4M | 100.3K | Q1 2026 |
| Sachetta, LLC$184M AUM | 1.75% | $3M | 81.5K | Q1 2026 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co$134M AUM | 0.75% | $1M | 11.4K | Q1 2026 |
| Berkeley, Inc$298M AUM | 0.41% | $1M | 30.9K | Q1 2026 |
| First PREMIER Bank$433M AUM | 0.36% | $2M | 39.3K | Q1 2026 |
| WESCAP Management Group, Inc.$508M AUM | 0.34% | $2M | 43.9K | Q1 2026 |
| Fortitude Financial, LLC$111M AUM | 0.33% | $632,936 | 16.0K | Q1 2026 |
| Clarity Retirement & Wealth, LLC$124M AUM | 0.27% | $303,944 | 7.8K | Q4 2025OLDER |
| Certified Advisory Corp$1.2B AUM | 0.26% | $3M | 73.0K | Q1 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC$277M AUM | 0.23% | $640,188 | 16.1K | Q1 2026 |
| Williams & Novak, LLC$151M AUM | 0.17% | $229,302 | 5.7K | Q1 2026 |
| Capital Square, LLC$217M AUM | 0.16% | $353,749 | 8.5K | Q1 2026 |
| ROVIN CAPITAL /UT/ /ADV$377M AUM | 0.16% | $609,000 | 15.6K | Q4 2025OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.10% | $299,598 | 7.6K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.08% | $2M | 54.0K | Q3 2025OLDER |
| Montis Financial, LLC$484M AUM | 0.08% | $366,986 | 9.3K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.05% | $10M | 255.6K | Q1 2026 |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.04% | $284,906 | 7.2K | Q1 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC$1.7B AUM | 0.02% | $400,000 | 10.1K | Q1 2026 |
| Apella Capital, LLC$7.1B AUM | 0.02% | $2M | 37.6K | Q1 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.02% | $636,056 | 16.0K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.02% | $7M | 183.3K | Q1 2026 |
| Sage Mountain Advisors LLC$1.4B AUM | 0.02% | $261,498 | 6.6K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.02% | $788,184 | 19.9K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.01% | $244,906 | 6.2K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $692,611 | 17.5K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.01% | $354,734 | 8.9K | Q1 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.01% | $341,912 | 8.6K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.00% | $268,560 | 6.8K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $2M | 47.5K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $4M | 98.2K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $228,560 | 5.9K | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $1M | 32.8K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 62.9K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.00% | $208,872 | 5.6K | Q3 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $123,087 | 3.1K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $415,613 | 11.7K | Q2 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $238,065 | 6.1K | Q4 2025OLDER |
| Capital Analysts, LLC$3.8B AUM | 0.00% | $61,000 | 1.5K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $6M | 145.5K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.00% | $602,000 | 16.9K | Q2 2025OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $72,842 | 2.0K | Q2 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $878,928 | 22.2K | Q1 2026 |
| Key Capital Management, INC$151M AUM | 0.00% | $584 | 15 | Q4 2025OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $48,800 | 1.2K | Q1 2026 |
| HANTZ FINANCIAL SERVICES, INC.$6.6B AUM | 0.00% | $31,000 | 780 | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $300,669 | 7.6K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 39.5K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $305,032 | 7.6K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $236,785 | 6.0K | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $4M | 94.1K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $586,039 | 14.8K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $2,453 | 69 | Q2 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $27,138 | 684 | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $5,937 | 167 | Q2 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $1M | 33.4K | Q1 2026 |
| TOTAL INVESTMENT MANAGEMENT INC$858M AUM | 0.00% | $568 | 16 | Q2 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $593,498 | 15.0K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $19,838 | 500 | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $3,968 | 100 | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $9,919 | 250 | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $351,997 | 8.9K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $221,625 | 5.6K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $9,534 | 245 | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $2,420 | 61 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $30,391 | 766 | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $29,329 | 739 | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $2,903 | 88 | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $4,000 | 96 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $10,798 | 272 | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $39 | 1 | Q4 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $1 | 0 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $8 | 0 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.