Who Owns ISHARES (SCZ)? -- Institutional Holders (2026-06-30)
806 institutions reported holding $12.62B of ISHARES (SCZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: JONES FINANCIAL COMPANIES LLLP ($4.38B), NATIXIS ADVISORS, LLC ($1.16B), TIAA Wealth Investment Management LLC ($795.3M), GOLDMAN SACHS GROUP INC ($520.2M), FMR LLC ($437.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | $4.38B | 53.3M | Added |
| 2 | NATIXIS ADVISORS, LLC | $1.16B | 14.1M | Added |
| 3 | TIAA Wealth Investment Management LLC | $795.3M | 9.7M | Added |
| 4 | GOLDMAN SACHS GROUP INC | $520.2M | 6.3M | Added |
| 5 | FMR LLC | $437.8M | 5.3M | Added |
| 6 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $370.9M | 4.5M | Added |
| 7 | BlackRock, Inc. | $319.2M | 3.9M | Added |
| 8 | Creative Planning | $312.5M | 3.8M | Trimmed |
| 9 | State of New Jersey Common Pension Fund D | $304.6M | 3.7M | Hold |
| 10 | Bank of New York Mellon Corp | $245.8M | 3.0M | Trimmed |
| 11 | MORGAN STANLEY | $187.3M | 2.3M | Trimmed |
| 12 | BANK OF AMERICA CORP /DE/ | $161.1M | 2.0M | Trimmed |
| 13 | JANE STREET GROUP, LLC | $126.3M | 1.5M | New |
| 14 | Cassaday & Co Wealth Management LLC | $112.0M | 1.4M | Added |
| 15 | NORTHERN TRUST CORP | $107.2M | 1.3M | Added |
| 16 | Focus Partners Wealth | $104.8M | 1.3M | Trimmed |
| 17 | Cetera Investment Advisers | $97.8M | 1.2M | Added |
| 18 | WELLINGTON MANAGEMENT GROUP LLP | $88.1M | 1.1M | Trimmed |
| 19 | UBS Group AG | $79.3M | 963,893 | Trimmed |
| 20 | LPL Financial LLC | $77.4M | 940,672 | Added |
| 21 | BRYN MAWR TRUST Co | $72.3M | 878,997 | Added |
| 22 | Modera Wealth Management, LLC | $72.3M | 878,343 | Trimmed |
| 23 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $59.6M | 724,156 | Added |
| 24 | BANK OF MONTREAL /CAN/ | $59.1M | 718,382 | Added |
| 25 | State of Tennessee, Department of Treasury | $50.3M | 611,475 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30