iSHARES TRUST - HSCZ

Sector: Funds · Industry: ETF / Fund
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Quarter snapshot

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Q1 2026 · Q4 2025
Value (USD)
Total reported value ($000)
$98.31M
QoQ value delta ($000)
+$26.15M (+36.23%)
Implied price effect (QoQ)
+2.65%
Shares
Total shares
2,462,052
QoQ shares delta
+606,850 (+32.71%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (HSCZ)

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Top holders (Q1 2026)

Top 25 only Full list
Early Q2 2026 data: only 59 institutional holders reported so far. More will appear as funds file with the SEC.
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 4,055 102,207 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%