Vault-13

ISHARES TR HSCZ

MSCI EAFE SMCP · ETP · CUSIP 46435G839

59 institutional holders +1 vs Q4 2025
2,462,0522.5m shares reported held*
$98.3mreported value*
9 new 21 added 18 reduced 7 sold out net bought ≈ $24.9m (+627.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $39.94.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 32Q4 22: 31Q1 23: 26Q2 23: 25Q3 23: 31Q4 23: 35Q1 24: 41Q2 24: 51Q3 24: 50Q4 24: 52Q1 25: 48Q2 25: 52Q3 25: 52Q4 25: 58Q1 26: 5959Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202232
Q4 202231
Q1 202326
Q2 202325
Q3 202331
Q4 202335
Q1 202441
Q2 202451
Q3 202450
Q4 202452
Q1 202548
Q2 202552
Q3 202552
Q4 202558
Q1 202659

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q2 24: 30 bought or addedQ2 24: 13 cut or sold outQ3 24: 26 bought or addedQ3 24: 19 cut or sold outQ3 24Q4 24: 31 bought or addedQ4 24: 12 cut or sold outQ1 25: 23 bought or addedQ1 25: 26 cut or sold outQ1 25Q2 25: 26 bought or addedQ2 25: 25 cut or sold outQ3 25: 34 bought or addedQ3 25: 20 cut or sold outQ3 25Q4 25: 33 bought or addedQ4 25: 19 cut or sold outQ1 26: 30 bought or addedQ1 26: 25 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20243013
Q3 20242619
Q4 20243112
Q1 20252326
Q2 20252625
Q3 20253420
Q4 20253319
Q1 20263025

Biggest buyers

CAPITAL WEALTH MANAGEMENT, LLC Added +295,009+295.0k
Cambridge Investment Research Advisors, Inc. Added +160,263+160.3k
AE Wealth Management LLC Added +61,743+61.7k
JPMORGAN CHASE & CO New +33,391+33.4k
Lighthouse Wealth Management Inc. Added +16,021+16.0k
OSAIC HOLDINGS, INC. Added +15,080+15.1k
JANE STREET GROUP, LLC New +14,959+15.0k
LPL Financial LLC Added +11,843+11.8k
Certified Advisory Corp Added +11,828+11.8k
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co New +11,426+11.4k

Biggest sellers

CITADEL ADVISORS LLC Reduced -12,262-12.3k
MML INVESTORS SERVICES, LLC Reduced -8,136-8.1k
Clarity Retirement & Wealth, LLC Sold out -7,811-7.8k
Fortitude Financial, LLC Reduced -6,420-6.4k
Equitable Holdings, Inc. Sold out -6,118-6.1k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Sold out -5,968-6.0k
Sage Mountain Advisors LLC Reduced -3,546-3.5k
Apella Capital, LLC Reduced -3,404-3.4k
Sachetta, LLC Reduced -2,304-2.3k
Sigma Planning Corp Reduced -1,698-1.7k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 CAPITAL WEALTH MANAGEMENT, LLC 6.13% of their portfolio W. WARWICK, RI 571,113571.1k $22.7m $22.7m 6.13% Added +295.0k +295,009
2 AE Wealth Management LLC 0.05% of their portfolio TOPEKA, KS 255,584255.6k $10.1m $10.1m 0.05% Added +61.7k +61,743
3 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 183,299183.3k $7.3m $7.3m 0.02% Added +160.3k +160,263
4 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 145,535145.5k $5.8m $5.8m 0.00% Added +11.8k +11,843
5 Lighthouse Wealth Management Inc. 3.11% of their portfolio ASHLAND, OH 115,448115.4k $4.6m $4.6m 3.11% Added +16.0k +16,021
6 Ipsen Advisor Group LLC 2.84% of their portfolio LITTLE ROCK, AR 102,207102.2k $4.1m $4.1m 2.84% Reduced -481 -481
7 Comprehensive Wealth Management, LLC 2.01% of their portfolio LYNNWOOD, WA 100,257100.3k $4.0m $4.0m 2.01% Added +3.4k +3,400
8 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 98,23798.2k $3.9m $3.9m 0.00% Added +2.1k +2,109
9 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 94,13894.1k $3.7m $3.7m 0.00% Added +5.2k +5,195
10 Sachetta, LLC 1.75% of their portfolio LYNNFIELD, MA 81,45481.5k $3.2m $3.2m 1.75% Reduced -2.3k -2,304
11 Certified Advisory Corp 0.26% of their portfolio ALTAMONTE SPRINGS, FL 72,97473.0k $2.9m $2.9m 0.26% Added +11.8k +11,828
12 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 62,88162.9k $2.5m $2.5m 0.00% Added +5.4k +5,437
13 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 47,54747.5k $1.9m $1.9m 0.00% Reduced -1.4k -1,402
14 WESCAP Management Group, Inc. 0.34% of their portfolio Glendale, CA 43,94143.9k $1.7m $1.7m 0.34% Added +3.7k +3,725
15 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 39,46339.5k $1.6m $1.6m 0.00% Reduced -1.5k -1,503
16 First PREMIER Bank 0.36% of their portfolio SIOUX FALLS, SD 39,31639.3k $1.6m $1.6m 0.36% Added +8.8k +8,825
17 Apella Capital, LLC 0.02% of their portfolio WEST HARTFORD, CT 37,59237.6k $1.6m $1.6m 0.02% Reduced -3.4k -3,404
18 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 33,39133.4k $1.3m $1.3m 0.00% New
19 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 32,82832.8k $1.3m $1.3m 0.00% Reduced -8.1k -8,136
20 Berkeley, Inc 0.41% of their portfolio Boise, ID 30,95030.9k $1.2m $1.2m 0.41% Added +442 +442
21 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 22,15222.2k $878.9k $878.9k 0.00% Added +15.1k +15,080
22 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 19,86619.9k $788.2k $788.2k 0.02% Reduced -370 -370
23 PRINCIPAL SECURITIES, INC. 0.01% of their portfolio DES MOINES, IA 17,45717.5k $692.6k $692.6k 0.01% Added +1.0k +1,029
24 TOUNJIAN ADVISORY PARTNERS, LLC 0.23% of their portfolio FORT MYERS, FL 16,13616.1k $640.2k $640.2k 0.23% Reduced -844 -844
25 Dynamic Advisor Solutions LLC 0.02% of their portfolio PHOENIX, AZ 16,03216.0k $636.1k $636.1k 0.02% Reduced -584 -584
26 Fortitude Financial, LLC 0.33% of their portfolio Spokane, WA 15,95116.0k $632.9k $632.9k 0.33% Reduced -6.4k -6,420
27 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 14,95915.0k $593.5k $593.5k 0.00% New
28 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 14,77114.8k $586.0k $586.0k 0.00% Reduced -875 -875
29 SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 0.75% of their portfolio CINCINNATI, OH 11,42611.4k $1.0m $1.0m 0.75% New
30 THOROUGHBRED FINANCIAL SERVICES, LLC 0.02% of their portfolio BRENTWOOD, TN 10,10610.1k $400.0k $400.0k 0.02% Unchanged
31 Montis Financial, LLC 0.08% of their portfolio WALTHAM, MA 9,2509.2k $367.0k $367.0k 0.08% Reduced -898 -898
32 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 8,9418.9k $354.7k $354.7k 0.01% Reduced -1.7k -1,698
33 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 8,8728.9k $352.0k $352.0k 0.00% New
34 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio LOS ANGELES, CA 8,6188.6k $341.9k $341.9k 0.01% Added +341 +341
35 Capital Square, LLC 0.16% of their portfolio ATHENS, TN 8,5378.5k $353.7k $353.7k 0.16% Added +1.7k +1,669
36 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 7,5937.6k $305.0k $305.0k 0.00% New
37 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 7,5787.6k $300.7k $300.7k 0.00% New
38 Glass Jacobson Investment Advisors llc 0.10% of their portfolio OWINGS MILLS, MD 7,5517.6k $299.6k $299.6k 0.10% Unchanged
39 LaSalle St. Investment Advisors, LLC 0.04% of their portfolio ELMHURST, IL 7,1817.2k $284.9k $284.9k 0.04% Added +467 +467
40 GREAT VALLEY ADVISOR GROUP, INC. 0.00% of their portfolio WILMINGTON, DE 6,7696.8k $268.6k $268.6k 0.00% Reduced -569 -569
41 Sage Mountain Advisors LLC 0.02% of their portfolio ATLANTA, GA 6,5916.6k $261.5k $261.5k 0.02% Reduced -3.5k -3,546
42 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio KOKOMO, IN 6,1736.2k $244.9k $244.9k 0.01% Added +1.2k +1,154
43 Williams & Novak, LLC 0.17% of their portfolio WESTLAKE VILLAGE, CA 5,6805.7k $229.3k $229.3k 0.17% Unchanged
44 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 5,5865.6k $221.6k $221.6k 0.00% Reduced -12.3k -12,262
45 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 3,1023.1k $123.1k $123.1k 0.00% Added +2.6k +2,570
46 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 1,5411.5k $61.0k $61.0k 0.00% Unchanged
47 MATHER GROUP, LLC. 0.00% of their portfolio CHICAGO, IL 1,2301.2k $48.8k $48.8k 0.00% New
48 HANTZ FINANCIAL SERVICES, INC. 0.00% of their portfolio SOUTHFIELD, MI 780780 $31.0k $31.0k 0.00% Not comparable
49 UBS Group AG 0.00% of their portfolio ZURICH, V8 766766 $30.4k $30.4k 0.00% New
50 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 739739 $29.3k $29.3k 0.00% Unchanged
51 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 684684 $27.1k $27.1k 0.00% Reduced -566 -566
52 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 500500 $19.8k $19.8k 0.00% Unchanged
53 FMR LLC 0.00% of their portfolio BOSTON, MA 272272 $10.8k $10.8k 0.00% Added +119 +119
54 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 250250 $9.9k $9.9k 0.00% New
55 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 100100 $4.0k $4.0k 0.00% Unchanged
56 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 9696 $4.0k $4.0k 0.00% Unchanged
57 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 6161 $2.4k $2.4k 0.00% Unchanged
58 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 00 $8 $8 0.00% Unchanged
59 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 00 $1 $1 0.00% Reduced -641 -641