SCZ — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns SCZ? 50 Institutions Hold $47M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (SCZ)? 50 institutions reported holding $47.03M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: RTD Financial Advisors, Inc. ($14.3M), Investors Research Corp ($3.8M), Partnership Wealth Management, LLC ($3.2M).

Rank	Institution	Value	Shares	Change
1	RTD Financial Advisors, Inc.	$14.3M	169,009	Trimmed
2	Investors Research Corp	$3.8M	44,612	Trimmed
3	Partnership Wealth Management, LLC	$3.2M	37,620	Trimmed
4	Breakwater Capital Group	$2.9M	33,898	Added
5	Sincerus Advisory, LLC	$2.7M	32,247	Added
6	Acropolis Investment Management, LLC	$2.7M	31,810	Trimmed
7	Apella Capital, LLC	$2.7M	31,752	Added
8	Prosperity Planning, Inc.	$2.5M	29,606	Trimmed
9	Farther Finance Advisors, LLC	$2.1M	24,901	Trimmed
10	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$1.4M	16,728	Trimmed
11	Avidian Wealth Enterprises, LLC	$1.2M	14,016	Trimmed
12	Aletheian Wealth Advisors LLC	$1.2M	13,908	Trimmed
13	Wedmont Private Capital	$1.1M	13,273	Added
14	Gladwyn Financial Advisors, Inc.	$639,838	7,579	Hold
15	Williams & Novak, LLC	$567,978	6,728	Trimmed
16	Montecito Bank & Trust	$458,907	5,436	Hold
17	KFA Private Wealth Group, LLC	$396,045	4,691	Trimmed
18	CLUNE & ASSOCIATES, LTD.	$375,075	4,443	Hold
19	Galvin, Gaustad & Stein, LLC	$371,040	4,395	Trimmed
20	COLLECTIVE FAMILY OFFICE LLC	$359,967	4,264	Trimmed
21	Valeo Financial Advisors, LLC	$351,280	4,161	Hold
22	CANANDAIGUA NATIONAL BANK & TRUST CO	$302,561	3,584	Hold
23	DAVIDSON TRUST CO	$281,541	3,335	Hold
24	CoreCap Advisors, LLC	$259,227	3,070	Trimmed
25	Canandaigua National Trust Co of Florida	$215,271	2,550	New

Source: SEC Form 13F filings · as of 2026-09-30