iSHARES TRUST - HSCZ

Sector: Funds · Industry: ETF / Fund

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Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$99.15M

QoQ value delta ($000)

+$26.99M (+37.39%)

Implied price effect (QoQ)

+2.55%

Total shares

2,485,574

QoQ shares delta

+630,372 (+33.98%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Partial Q1 2026 data: 58 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
CAPITAL WEALTH MANAGEMENT, LLC	22,658	571,113	6.13%
AE Wealth Management LLC	10,140	255,584	0.05%
Cambridge Investment Research Advisors, Inc.	7,272	183,299	0.02%
LPL Financial LLC	5,774	145,535	0.0%
Lighthouse Wealth Management Inc.	4,580	115,448	3.11%
Ipsen Advisor Group LLC	3,995	102,688	2.84%
Comprehensive Wealth Management, LLC	3,977	100,257	2.01%
Cetera Investment Advisers	3,897	98,237	0.0%
BANK OF AMERICA CORP /DE/	3,734	94,138	0.0%
Sachetta, LLC	3,231	81,454	1.75%
Certified Advisory Corp	2,895	72,974	0.26%
COMMONWEALTH EQUITY SERVICES, LLC	2,494	62,881	0.0%
Janney Montgomery Scott LLC	1,886	47,547	0.0%
WESCAP Management Group, Inc.	1,743	43,941	0.34%
Apella Capital, LLC	1,603	37,592	0.02%
ENVESTNET ASSET MANAGEMENT INC	1,565	39,463	0.0%
First PREMIER Bank	1,560	39,316	0.36%
MML INVESTORS SERVICES, LLC	1,302	32,828	0.0%
JPMORGAN CHASE & CO	1,297	33,391	0.0%
Berkeley, Inc	1,227	30,950	0.41%
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co	1,006	11,426	0.75%
OSAIC HOLDINGS, INC.	878	22,152	0.0%
IFP Advisors, Inc	788	19,866	0.02%
PRINCIPAL SECURITIES, INC.	692	17,457	0.01%
TOUNJIAN ADVISORY PARTNERS, LLC	640	16,136	0.23%