iSHARES TRUST - HSCZ
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 571,113 | 22,658 | 6.13% | 3.47% | 1 | +295,009 | 106.85% | Q1 2026 | Apr 17, 2026 |
| AE Wealth Management LLC | History | Added to | 255,584 | 10,140 | 0.05% | 0.04% | 2 | +61,743 | 31.85% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 183,299 | 7,272 | 0.02% | 0.0% | 3 | +160,263 | 695.71% | Q1 2026 | Apr 30, 2026 |
| LPL Financial LLC | History | Added to | 145,535 | 5,774 | 0.0% | 0.0% | 4 | +11,843 | 8.86% | Q1 2026 | May 06, 2026 |
| Lighthouse Wealth Management Inc. | History | Added to | 115,448 | 4,580 | 3.11% | 2.64% | 5 | +16,021 | 16.11% | Q1 2026 | Apr 23, 2026 |
| Ipsen Advisor Group LLC | History | No change | 102,688 | 3,995 | 2.84% | 2.84% | 6 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Comprehensive Wealth Management, LLC | History | Added to | 100,257 | 3,977 | 2.01% | 2.22% | 7 | +3,400 | 3.51% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 98,237 | 3,897 | 0.0% | 0.0% | 8 | +2,109 | 2.19% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 94,138 | 3,734 | 0.0% | 0.0% | 9 | +5,195 | 5.84% | Q1 2026 | May 15, 2026 |
| Sachetta, LLC | History | Reduced | 81,454 | 3,231 | 1.75% | 1.78% | 10 | -2,304 | -2.75% | Q1 2026 | May 01, 2026 |
| Certified Advisory Corp | History | Added to | 72,974 | 2,895 | 0.26% | 0.22% | 11 | +11,828 | 19.34% | Q1 2026 | Apr 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 62,881 | 2,494 | 0.0% | 0.0% | 12 | +5,437 | 9.46% | Q1 2026 | Apr 27, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 47,547 | 1,886 | 0.0% | 0.0% | 13 | -1,402 | -2.86% | Q1 2026 | Apr 22, 2026 |
| WESCAP Management Group, Inc. | History | Added to | 43,941 | 1,743 | 0.34% | 0.32% | 14 | +3,725 | 9.26% | Q1 2026 | May 12, 2026 |
| Apella Capital, LLC | History | Reduced | 37,592 | 1,603 | 0.02% | 0.03% | 15 | -3,404 | -8.3% | Q1 2026 | Apr 20, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 39,463 | 1,565 | 0.0% | 0.0% | 16 | -1,503 | -3.67% | Q1 2026 | May 04, 2026 |
| First PREMIER Bank | History | Added to | 39,316 | 1,560 | 0.36% | 0.27% | 17 | +8,825 | 28.94% | Q1 2026 | Apr 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 32,828 | 1,302 | 0.0% | 0.0% | 18 | -8,136 | -19.86% | Q1 2026 | May 04, 2026 |
| JPMORGAN CHASE & CO | History | New | 33,391 | 1,297 | 0.0% | — | 19 | +33,391 | New | Q1 2026 | May 13, 2026 |
| Berkeley, Inc | History | Added to | 30,950 | 1,227 | 0.41% | 0.38% | 20 | +442 | 1.45% | Q1 2026 | Apr 24, 2026 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | History | New | 11,426 | 1,006 | 0.75% | — | 21 | +11,426 | New | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 22,152 | 878 | 0.0% | 0.0% | 22 | +15,080 | 213.24% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 19,866 | 788 | 0.02% | 0.02% | 23 | -370 | -1.83% | Q1 2026 | Apr 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 17,457 | 692 | 0.01% | 0.01% | 24 | +1,029 | 6.26% | Q1 2026 | May 13, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 16,136 | 640 | 0.23% | 0.22% | 25 | -844 | -4.97% | Q1 2026 | Apr 10, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 16,032 | 636 | 0.02% | 0.02% | 26 | -584 | -3.51% | Q1 2026 | Apr 08, 2026 |
| Fortitude Financial, LLC | History | Reduced | 15,951 | 632 | 0.33% | 0.74% | 27 | -6,420 | -28.7% | Q1 2026 | Apr 23, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 15,641 | 609 | 0.16% | 0.16% | 28 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| JANE STREET GROUP, LLC | History | New | 14,959 | 593 | 0.0% | — | 29 | +14,959 | New | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 14,771 | 586 | 0.0% | 0.0% | 30 | -875 | -5.59% | Q1 2026 | May 14, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 10,106 | 400 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Montis Financial, LLC | History | Reduced | 9,250 | 366 | 0.08% | 0.08% | 32 | -898 | -8.85% | Q1 2026 | May 11, 2026 |
| Sigma Planning Corp | History | Reduced | 8,941 | 354 | 0.01% | 0.01% | 33 | -1,698 | -15.96% | Q1 2026 | May 04, 2026 |
| Capital Square, LLC | History | Added to | 8,537 | 353 | 0.16% | 0.14% | 34 | +1,669 | 24.3% | Q1 2026 | May 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 8,872 | 351 | 0.0% | — | 35 | +8,872 | New | Q1 2026 | May 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 8,618 | 341 | 0.01% | 0.01% | 36 | +341 | 4.12% | Q1 2026 | Apr 15, 2026 |
| TRUIST FINANCIAL CORP | History | New | 7,593 | 305 | 0.0% | — | 37 | +7,593 | New | Q1 2026 | Apr 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 7,578 | 300 | 0.0% | — | 38 | +7,578 | New | Q1 2026 | May 15, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 7,551 | 299 | 0.1% | 0.11% | 39 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 7,181 | 284 | 0.04% | 0.04% | 40 | +467 | 6.96% | Q1 2026 | May 08, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 6,769 | 268 | 0.0% | 0.01% | 41 | -569 | -7.75% | Q1 2026 | May 11, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 6,591 | 261 | 0.02% | 0.02% | 42 | -3,546 | -34.98% | Q1 2026 | May 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 6,173 | 244 | 0.01% | 0.01% | 43 | +1,154 | 22.99% | Q1 2026 | Apr 13, 2026 |
| Williams & Novak, LLC | History | No change | 5,680 | 229 | 0.17% | 0.17% | 44 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,874 | 228 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 5,586 | 221 | 0.0% | 0.0% | 46 | -12,262 | -68.7% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 3,102 | 123 | 0.0% | 0.0% | 47 | +2,570 | 483.08% | Q1 2026 | May 04, 2026 |
| Western Wealth Management, LLC | History | New | 2,026 | 80 | 0.0% | — | 48 | +2,026 | New | Q1 2026 | May 19, 2026 |
| Capital Analysts, LLC | History | No change | 1,541 | 61 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MATHER GROUP, LLC. | History | New | 1,230 | 48 | 0.0% | — | 50 | +1,230 | New | Q1 2026 | Apr 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 780 | 31 | 0.0% | — | 51 | +780 | New | Q1 2026 | May 01, 2026 |
| UBS Group AG | History | New | 766 | 30 | 0.0% | — | 52 | +766 | New | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | No change | 739 | 29 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 684 | 27 | 0.0% | 0.0% | 54 | -566 | -45.28% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 272 | 10 | 0.0% | 0.0% | 55 | +119 | 77.78% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 250 | 9 | 0.0% | — | 56 | +250 | New | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | No change | 96 | 4 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 100 | 3 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | No change | 61 | 2 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Clarity Retirement & Wealth, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -7,811 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Equitable Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,118 | -100.0% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,968 | -100.0% | Q1 2026 | Apr 08, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -641 | -100.0% | Q1 2026 | Apr 07, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -245 | -100.0% | Q1 2026 | May 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -88 | -100.0% | Q1 2026 | May 13, 2026 |
| Key Capital Management, INC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q1 2026 | May 07, 2026 |
| Aptus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 11, 2026 |