Vault-13

ISHARES TR HSCZ

MSCI EAFE SMCP · ETP · CUSIP 46435G839

60 institutional holders +1 vs Q1 2026
2,806,6742.8m shares reported held*
$120.6mreported value*
8 new 24 added 15 reduced 8 sold out net bought ≈ $14.8m (+344.5k 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 ≈ $42.98.

Trends to Q2 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: 59Q2 26: 6060Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 202660

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 24: 26 bought or addedQ3 24: 19 cut or sold outQ4 24: 31 bought or addedQ4 24: 12 cut or sold outQ4 24Q1 25: 23 bought or addedQ1 25: 26 cut or sold outQ2 25: 26 bought or addedQ2 25: 25 cut or sold outQ2 25Q3 25: 34 bought or addedQ3 25: 20 cut or sold outQ4 25: 33 bought or addedQ4 25: 19 cut or sold outQ4 25Q1 26: 30 bought or addedQ1 26: 25 cut or sold outQ2 26: 32 bought or addedQ2 26: 23 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242619
Q4 20243112
Q1 20252326
Q2 20252625
Q3 20253420
Q4 20253319
Q1 20263025
Q2 20263223

Biggest buyers

Cambridge Investment Research Advisors, Inc. Added +273,535+273.5k
RAYMOND JAMES FINANCIAL INC Added +137,600+137.6k
Certified Advisory Corp Added +23,983+24.0k
CITADEL ADVISORS LLC Added +23,300+23.3k
COMMONWEALTH EQUITY SERVICES, LLC Added +16,595+16.6k
CAPITAL WEALTH MANAGEMENT, LLC Added +16,204+16.2k
OSAIC HOLDINGS, INC. Added +10,913+10.9k
JPMORGAN CHASE & CO Added +10,098+10.1k
MML INVESTORS SERVICES, LLC Added +6,468+6.5k
Brookstone Capital Management New +6,428+6.4k

Biggest sellers

AE Wealth Management LLC Reduced -101,111-101.1k
Comprehensive Wealth Management, LLC Reduced -16,359-16.4k
TOUNJIAN ADVISORY PARTNERS, LLC Sold out -16,136-16.1k
Fortitude Financial, LLC Sold out -15,951-16.0k
JANE STREET GROUP, LLC Sold out -14,959-15.0k
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co Sold out -11,426-11.4k
Sage Mountain Advisors LLC Sold out -6,591-6.6k
Cetera Investment Advisers Reduced -6,167-6.2k
LPL Financial LLC Reduced -4,833-4.8k
THOROUGHBRED FINANCIAL SERVICES, LLC Reduced -4,351-4.4k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 CAPITAL WEALTH MANAGEMENT, LLC 6.07% of their portfolio W. WARWICK, RI 587,317587.3k $25.2m $25.2m 6.07% Added +16.2k +16,204
2 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 456,834456.8k $19.6m $19.6m 0.02% Added +273.5k +273,535
3 AE Wealth Management LLC 0.03% of their portfolio TOPEKA, KS 154,473154.5k $6.6m $6.6m 0.03% Reduced -101.1k -101,111
4 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 152,371152.4k $6.5m $6.5m 0.00% Added +137.6k +137,600
5 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 140,702140.7k $6.0m $6.0m 0.00% Reduced -4.8k -4,833
6 Lighthouse Wealth Management Inc. 3.16% of their portfolio ASHLAND, OH 118,436118.4k $5.1m $5.1m 3.16% Added +3.0k +2,988
7 Ipsen Advisor Group LLC 2.84% of their portfolio LITTLE ROCK, AR 102,597102.6k $4.4m $4.4m 2.84% Added +390 +390
8 Certified Advisory Corp 0.34% of their portfolio ALTAMONTE SPRINGS, FL 96,95797.0k $4.2m $4.2m 0.34% Added +24.0k +23,983
9 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 93,25593.3k $4.0m $4.0m 0.00% Reduced -883 -883
10 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 92,07092.1k $4.0m $4.0m 0.00% Reduced -6.2k -6,167
11 Sachetta, LLC 1.76% of their portfolio LYNNFIELD, MA 84,18384.2k $3.6m $3.6m 1.76% Added +2.7k +2,729
12 Comprehensive Wealth Management, LLC 1.65% of their portfolio LYNNWOOD, WA 83,89883.9k $3.6m $3.6m 1.65% Reduced -16.4k -16,359
13 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 79,47679.5k $3.4m $3.4m 0.00% Added +16.6k +16,595
14 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 46,47646.5k $2.0m $2.0m 0.00% Reduced -1.1k -1,071
15 WESCAP Management Group, Inc. 0.36% of their portfolio Glendale, CA 44,70044.7k $1.9m $1.9m 0.36% Added +759 +759
16 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 43,48943.5k $1.9m $1.9m 0.00% Added +10.1k +10,098
17 First PREMIER Bank 0.29% of their portfolio SIOUX FALLS, SD 42,25642.3k $1.8m $1.8m 0.29% Added +2.9k +2,940
18 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 40,44440.4k $1.7m $1.7m 0.00% Added +981 +981
19 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 39,29639.3k $1.7m $1.7m 0.00% Added +6.5k +6,468
20 Apella Capital, LLC 0.02% of their portfolio WEST HARTFORD, CT 35,55535.6k $1.5m $1.5m 0.02% Reduced -2.0k -2,037
21 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 33,06533.1k $1.4m $1.4m 0.00% Added +10.9k +10,913
22 Berkeley, Inc 0.42% of their portfolio Boise, ID 30,95030.9k $1.3m $1.3m 0.42% Unchanged
23 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 28,88628.9k $1.2m $1.2m 0.00% Added +23.3k +23,300
24 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 20,68020.7k $888.8k $888.8k 0.02% Added +814 +814
25 PRINCIPAL SECURITIES, INC. 0.01% of their portfolio DES MOINES, IA 18,08918.1k $777.5k $777.5k 0.01% Added +632 +632
26 Dynamic Advisor Solutions LLC 0.02% of their portfolio PHOENIX, AZ 15,59215.6k $670.1k $670.1k 0.02% Reduced -440 -440
27 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio LOS ANGELES, CA 10,61810.6k $456.4k $456.4k 0.01% Added +2.0k +2,000
28 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 9,6719.7k $415.7k $415.7k 0.01% Added +730 +730
29 Capital Square, LLC 0.18% of their portfolio ATHENS, TN 9,3819.4k $402.9k $402.9k 0.18% Added +844 +844
30 Montis Financial, LLC 0.08% of their portfolio WALTHAM, MA 9,2349.2k $396.9k $396.9k 0.08% Reduced -16 -16
31 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 7,5937.6k $326.3k $326.3k 0.00% Unchanged
32 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 7,5517.6k $324.6k $324.6k 0.00% Reduced -27 -27
33 Glass Jacobson Investment Advisors llc 0.10% of their portfolio OWINGS MILLS, MD 7,5517.6k $324.6k $324.6k 0.10% Unchanged
34 LaSalle St. Investment Advisors, LLC 0.04% of their portfolio ELMHURST, IL 6,9917.0k $300.5k $300.5k 0.04% Reduced -190 -190
35 GREAT VALLEY ADVISOR GROUP, INC. 0.00% of their portfolio WILMINGTON, DE 6,7696.8k $290.9k $290.9k 0.00% Unchanged
36 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio KOKOMO, IN 6,7206.7k $288.8k $288.8k 0.01% Added +547 +547
37 Brookstone Capital Management 0.00% of their portfolio WHEATON, IL 6,4286.4k $276.3k $276.3k 0.00% New
38 THOROUGHBRED FINANCIAL SERVICES, LLC 0.01% of their portfolio BRENTWOOD, TN 5,7555.8k $247.0k $247.0k 0.01% Reduced -4.4k -4,351
39 Williams & Novak, LLC 0.16% of their portfolio WESTLAKE VILLAGE, CA 5,6805.7k $244.1k $244.1k 0.16% Unchanged
40 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 4,9555.0k $213.0k $213.0k 0.00% New
41 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 4,8914.9k $210.2k $210.2k 0.00% New
42 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 4,7014.7k $202.0k $202.0k 0.00% Reduced -4.2k -4,171
43 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 3,1023.1k $133.3k $133.3k 0.00% Unchanged
44 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 1,5411.5k $66.0k $66.0k 0.00% Unchanged
45 Key Capital Management, INC 0.02% of their portfolio HENDERSONVILLE, TN 37075, TN 951951 $40.9k $40.9k 0.02% New
46 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 739739 $31.8k $31.8k 0.00% Unchanged
47 Continuum Advisory, LLC 0.00% of their portfolio EAGLE, ID 656656 $28.2k $28.2k 0.00% New
48 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 563563 $24.0k $24.0k 0.00% Added +467 +467
49 HANTZ FINANCIAL SERVICES, INC. 0.00% of their portfolio SOUTHFIELD, MI 507507 $22.0k $22.0k 0.00% Reduced -273 -273
50 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 500500 $21.5k $21.5k 0.00% Unchanged
51 FIDUCIARY FINANCIAL ADVISORS 0.00% of their portfolio GRAND RAPIDS, MI 388388 $16.7k $16.7k 0.00% New
52 FMR LLC 0.00% of their portfolio BOSTON, MA 329329 $14.2k $14.2k 0.00% Added +57 +57
53 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 296296 $12.7k $12.7k 0.00% New
54 MATHER GROUP, LLC. 0.00% of their portfolio CHICAGO, IL 230230 $9.9k $9.9k 0.00% Reduced -1.0k -1,000
55 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 103103 $4.4k $4.4k 0.00% First filing
56 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 100100 $4.3k $4.3k 0.00% Unchanged
57 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 6565 $2.8k $2.8k 0.00% New
58 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 6161 $2.6k $2.6k 0.00% Unchanged
59 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 77 $310 $310 0.00% Added +7 +7
60 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 00 $1 $1 0.00% Unchanged