Who Owns ISHARES TR (HSCZ)? -- Institutional Holders (2026-03-31)

66 institutions reported holding $98.4M of ISHARES TR (HSCZ) in SEC 13F filings for 2026-03-31. Largest institutional holders: CAPITAL WEALTH MANAGEMENT, LLC ($22.7M), AE Wealth Management LLC ($10.1M), Cambridge Investment Research Advisors, Inc. ($7.3M), LPL Financial LLC ($5.8M), Lighthouse Wealth Management Inc. ($4.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1CAPITAL WEALTH MANAGEMENT, LLC$22.7M571,113Added
2AE Wealth Management LLC$10.1M255,584Added
3Cambridge Investment Research Advisors, Inc.$7.3M183,299Added
4LPL Financial LLC$5.8M145,535Added
5Lighthouse Wealth Management Inc.$4.6M115,448Added
6Ipsen Advisor Group LLC$4.1M102,207Trimmed
7Comprehensive Wealth Management, LLC$4.0M100,257Added
8Cetera Investment Advisers$3.9M98,237Added
9BANK OF AMERICA CORP /DE/$3.7M94,138Added
10Sachetta, LLC$3.2M81,454Trimmed
11Certified Advisory Corp$2.9M72,974Added
12COMMONWEALTH EQUITY SERVICES, LLC$2.5M62,881Added
13Janney Montgomery Scott LLC$1.9M47,547Trimmed
14WESCAP Management Group, Inc.$1.7M43,941Added
15Apella Capital, LLC$1.6M37,592Trimmed
16ENVESTNET ASSET MANAGEMENT INC$1.6M39,463Trimmed
17First PREMIER Bank$1.6M39,316Added
18MML INVESTORS SERVICES, LLC$1.3M32,828Trimmed
19JPMORGAN CHASE & CO$1.3M33,391New
20Berkeley, Inc$1.2M30,950Added
21SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co$1.0M11,426New
22OSAIC HOLDINGS, INC.$878,92822,152Added
23IFP Advisors, Inc$788,18419,866Trimmed
24PRINCIPAL SECURITIES, INC.$692,61117,457Added
25TOUNJIAN ADVISORY PARTNERS, LLC$640,18816,136Trimmed

Source: SEC Form 13F filings · as of 2026-03-31