Who Owns ISHARES TR (HSCZ)? -- Institutional Holders (2026-06-30)
26 institutions reported holding $83.1M of ISHARES TR (HSCZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: CAPITAL WEALTH MANAGEMENT, LLC ($25.2M), Cambridge Investment Research Advisors, Inc. ($19.6M), AE Wealth Management LLC ($6.6M), Lighthouse Wealth Management Inc. ($5.1M), Ipsen Advisor Group LLC ($4.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | CAPITAL WEALTH MANAGEMENT, LLC | $25.2M | 587,317 | Added |
| 2 | Cambridge Investment Research Advisors, Inc. | $19.6M | 456,834 | Added |
| 3 | AE Wealth Management LLC | $6.6M | 154,473 | Trimmed |
| 4 | Lighthouse Wealth Management Inc. | $5.1M | 118,436 | Added |
| 5 | Ipsen Advisor Group LLC | $4.4M | 102,597 | Added |
| 6 | Certified Advisory Corp | $4.2M | 96,957 | Added |
| 7 | Sachetta, LLC | $3.6M | 84,183 | Added |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $3.4M | 79,476 | Added |
| 9 | First PREMIER Bank | $1.8M | 42,256 | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $1.7M | 40,444 | Added |
| 11 | Apella Capital, LLC | $1.5M | 35,555 | Trimmed |
| 12 | Berkeley, Inc | $1.3M | 30,950 | Hold |
| 13 | IFP Advisors, Inc | $888,826 | 20,680 | Added |
| 14 | PRINCIPAL SECURITIES, INC. | $777,471 | 18,089 | Added |
| 15 | Dynamic Advisor Solutions LLC | $670,144 | 15,592 | Trimmed |
| 16 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $456,376 | 10,618 | Added |
| 17 | TRUIST FINANCIAL CORP | $326,347 | 7,593 | Hold |
| 18 | Glass Jacobson Investment Advisors llc | $324,555 | 7,551 | Hold |
| 19 | CREATIVE FINANCIAL DESIGNS INC /ADV | $288,841 | 6,720 | Added |
| 20 | Brookstone Capital Management | $276,276 | 6,428 | New |
| 21 | Williams & Novak, LLC | $244,126 | 5,680 | Hold |
| 22 | Private Advisor Group, LLC | $210,216 | 4,891 | New |
| 23 | Key Capital Management, INC | $40,874 | 951 | New |
| 24 | MATHER GROUP, LLC. | $9,885 | 230 | Trimmed |
| 25 | ASSETMARK, INC | $2,622 | 61 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30