iSHARES TRUST - HSCZ
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 276,104 | 10,743 | 3.47% | 3.6% | 1 | +775 | 0.28% | Q4 2025 | Feb 02, 2026 |
| AE Wealth Management LLC | History | Added to | 193,841 | 7,542 | 0.04% | 0.03% | 2 | +74,694 | 62.69% | Q4 2025 | Jan 26, 2026 |
| LPL Financial LLC | History | Added to | 133,692 | 5,202 | 0.0% | 0.0% | 3 | +1,869 | 1.42% | Q4 2025 | Feb 11, 2026 |
| Ipsen Advisor Group LLC | History | Added to | 102,688 | 3,995 | 2.84% | 2.77% | 4 | +448 | 0.44% | Q4 2025 | Feb 11, 2026 |
| Lighthouse Wealth Management Inc. | History | Added to | 99,427 | 3,868 | 2.64% | 2.88% | 5 | +5,185 | 5.5% | Q4 2025 | Jan 15, 2026 |
| Comprehensive Wealth Management, LLC | History | Added to | 96,857 | 3,768 | 2.22% | 2.37% | 6 | +7,891 | 8.87% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 96,128 | 3,740 | 0.0% | 0.0% | 7 | -17,565 | -15.45% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 88,943 | 3,460 | 0.0% | 0.0% | 8 | +5,057 | 6.03% | Q4 2025 | Feb 17, 2026 |
| Sachetta, LLC | History | Added to | 83,758 | 3,259 | 1.78% | 1.15% | 9 | +1,344 | 1.63% | Q4 2025 | Feb 02, 2026 |
| Certified Advisory Corp | History | Added to | 61,146 | 2,379 | 0.22% | 0.2% | 10 | +6,482 | 11.86% | Q4 2025 | Jan 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 57,444 | 2,235 | 0.0% | 0.0% | 11 | -23,625 | -29.14% | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 48,949 | 1,905 | 0.0% | 0.0% | 12 | -1,236 | -2.46% | Q4 2025 | Feb 11, 2026 |
| Apella Capital, LLC | History | Added to | 40,996 | 1,595 | 0.03% | 0.03% | 13 | +170 | 0.42% | Q4 2025 | Jan 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 40,966 | 1,594 | 0.0% | 0.0% | 14 | +3,566 | 9.53% | Q4 2025 | Feb 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 40,964 | 1,593 | 0.0% | 0.0% | 15 | +3,908 | 10.55% | Q4 2025 | Feb 13, 2026 |
| WESCAP Management Group, Inc. | History | Added to | 40,216 | 1,564 | 0.32% | 0.3% | 16 | +2,004 | 5.24% | Q4 2025 | Feb 11, 2026 |
| Berkeley, Inc | History | Reduced | 30,508 | 1,187 | 0.38% | 0.38% | 17 | -844 | -2.69% | Q4 2025 | Jan 26, 2026 |
| First PREMIER Bank | History | Added to | 30,491 | 1,186 | 0.27% | 0.09% | 18 | +20,413 | 202.55% | Q4 2025 | Jan 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 23,036 | 896 | 0.0% | 0.0% | 19 | +1,208 | 5.53% | Q4 2025 | Feb 05, 2026 |
| Fortitude Financial, LLC | History | New | 22,371 | 870 | 0.74% | — | 20 | +22,371 | New | Q4 2025 | Jan 27, 2026 |
| IFP Advisors, Inc | History | Added to | 20,236 | 787 | 0.02% | 0.02% | 21 | +1,523 | 8.14% | Q4 2025 | Feb 06, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 17,848 | 694 | 0.0% | 0.0% | 22 | +8,681 | 94.7% | Q4 2025 | Feb 17, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 16,980 | 660 | 0.22% | 0.22% | 23 | -168 | -0.98% | Q4 2025 | Jan 07, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 16,616 | 646 | 0.02% | 0.02% | 24 | -723 | -4.17% | Q4 2025 | Jan 09, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 16,428 | 639 | 0.01% | 0.01% | 25 | +2,296 | 16.25% | Q4 2025 | Feb 12, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | Added to | 15,641 | 609 | 0.16% | 0.14% | 26 | +1,193 | 8.26% | Q4 2025 | Feb 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 15,646 | 608 | 0.0% | 0.0% | 27 | +1,826 | 13.21% | Q4 2025 | Feb 18, 2026 |
| Sigma Planning Corp | History | Added to | 10,639 | 413 | 0.01% | 0.01% | 28 | +1,076 | 11.25% | Q4 2025 | Jan 30, 2026 |
| Montis Financial, LLC | History | Reduced | 10,148 | 394 | 0.08% | 0.1% | 30 | -1,122 | -9.96% | Q4 2025 | Feb 11, 2026 |
| Sage Mountain Advisors LLC | History | No change | 10,137 | 394 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 10,106 | 393 | 0.02% | 0.02% | 31 | -127 | -1.24% | Q4 2025 | Feb 10, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 8,277 | 322 | 0.01% | 0.01% | 32 | +1,464 | 21.49% | Q4 2025 | Feb 06, 2026 |
| Clarity Retirement & Wealth, LLC | History | New | 7,811 | 303 | 0.27% | — | 33 | +7,811 | New | Q4 2025 | Feb 11, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 7,551 | 293 | 0.11% | 0.1% | 34 | -23 | -0.3% | Q4 2025 | Jan 22, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 7,338 | 285 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 7,072 | 275 | 0.0% | 0.0% | 36 | -6,190 | -46.67% | Q4 2025 | Feb 17, 2026 |
| Capital Square, LLC | History | Added to | 6,868 | 267 | 0.14% | 0.11% | 37 | +1,177 | 20.68% | Q4 2025 | Feb 13, 2026 |
| LaSalle St. Investment Advisors, LLC | History | New | 6,714 | 261 | 0.04% | — | 38 | +6,714 | New | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 6,118 | 238 | 0.0% | 0.0% | 39 | -1,917 | -23.86% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 5,968 | 236 | 0.0% | 0.0% | 40 | -20 | -0.33% | Q4 2025 | Jan 08, 2026 |
| Global Retirement Partners, LLC | History | Added to | 5,874 | 228 | 0.0% | 0.0% | 41 | +113 | 1.96% | Q4 2025 | Feb 06, 2026 |
| Williams & Novak, LLC | History | No change | 5,680 | 221 | 0.17% | 0.16% | 42 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 5,019 | 195 | 0.01% | 0.0% | 43 | +3,294 | 190.96% | Q4 2025 | Feb 06, 2026 |
| Capital Analysts, LLC | History | New | 1,541 | 60 | 0.0% | — | 44 | +1,541 | New | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 1,250 | 48 | 0.0% | — | 45 | +1,250 | New | Q4 2025 | Feb 05, 2026 |
| MORGAN STANLEY | History | No change | 739 | 28 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | New | 641 | 24 | 0.0% | — | 47 | +641 | New | Q4 2025 | Jan 13, 2026 |
| Geneos Wealth Management Inc. | History | New | 532 | 20 | 0.0% | — | 48 | +532 | New | Q4 2025 | Jan 28, 2026 |
| NewEdge Advisors, LLC | History | No change | 500 | 19 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 245 | 9 | 0.0% | — | 50 | +245 | New | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Reduced | 153 | 5 | 0.0% | 0.0% | 51 | -9 | -5.56% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 96 | 4 | 0.0% | — | 52 | +96 | New | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 100 | 3 | 0.0% | — | 53 | +89 | 809.09% | Q4 2025 | Feb 09, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 88 | 2 | 0.0% | — | 54 | +88 | New | Q4 2025 | Feb 12, 2026 |
| ASSETMARK, INC | History | No change | 61 | 2 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -54,023 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,711 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -5,984 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Summit Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,552 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -156 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Key Capital Management, INC | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Jan 26, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |