795 institutions reported holding $11.15B of ISHARES TR (SCZ) in SEC 13F filings for 2026-03-31. Largest institutional holders: JONES FINANCIAL COMPANIES LLLP ($3.76B), NATIXIS ADVISORS, LLC ($996.3M), TIAA Wealth Investment Management LLC ($721.3M), FMR LLC ($366.5M), TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC ($341.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | $3.76B | 49.4M | Added |
| 2 | NATIXIS ADVISORS, LLC | $996.3M | 12.7M | Added |
| 3 | TIAA Wealth Investment Management LLC | $721.3M | 9.5M | New |
| 4 | FMR LLC | $366.5M | 4.7M | Added |
| 5 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $341.2M | 4.4M | New |
| 6 | Creative Planning | $307.7M | 3.9M | Trimmed |
| 7 | BlackRock, Inc. | $297.0M | 3.8M | Added |
| 8 | State of New Jersey Common Pension Fund D | $290.3M | 3.7M | Hold |
| 9 | Bank of New York Mellon Corp | $248.9M | 3.2M | Added |
| 10 | GOLDMAN SACHS GROUP INC | $238.1M | 3.0M | Added |
| 11 | MORGAN STANLEY | $195.6M | 2.5M | Added |
| 12 | BANK OF AMERICA CORP /DE/ | $192.3M | 2.5M | Added |
| 13 | WELLINGTON MANAGEMENT GROUP LLP | $116.0M | 1.5M | Added |
| 14 | NORTHERN TRUST CORP | $102.0M | 1.3M | Added |
| 15 | Focus Partners Wealth | $100.7M | 1.3M | Trimmed |
| 16 | Cassaday & Co Wealth Management LLC | $98.7M | 1.3M | Trimmed |
| 17 | Cetera Investment Advisers | $88.7M | 1.1M | Added |
| 18 | UBS Group AG | $76.5M | 975,244 | Added |
| 19 | Modera Wealth Management, LLC | $70.2M | 894,861 | Trimmed |
| 20 | BRYN MAWR TRUST Co | $67.5M | 861,100 | Trimmed |
| 21 | LPL Financial LLC | $66.6M | 848,780 | Trimmed |
| 22 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $56.5M | 720,172 | Added |
| 23 | HighTower Advisors, LLC | $55.0M | 701,254 | Added |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $54.2M | 691,191 | Added |
| 25 | State of Tennessee, Department of Treasury | $49.1M | 625,924 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31