HEZU institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding97
Shares held5,734,744
Reported value$286.9m
Quarter flows13 new, 13 added, 39 trimmed, 10 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,525,489$126.7m0.0%
HighTower Advisors, LLC310,655$15.6m0.0%
Robertson Stephens Wealth Management, LLC257,497$12.9m0.3%
EP Wealth Advisors, LLC234,774$11.8m0.0%
LPL Financial LLC233,578$11.7m0.0%
MORGAN STANLEY226,411$11.4m0.0%
UBS Group AG196,066$9.8m0.0%
BANK OF AMERICA CORP /DE/189,272$9.5m0.0%
JPMORGAN CHASE & CO180,373$8.9m0.0%
FLOW TRADERS U.S. LLC143,868$7.2m0.3%
GOLDMAN SACHS GROUP INC137,144$6.9m0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO136,226$6.8m0.0%
Connecticut Wealth Management, LLC100,276$5.0m0.2%
Allianz Asset Management GmbH79,679$3.5m0.0%
ROYAL BANK OF CANADA56,076$2.8m0.0%
Summit Financial, LLC51,495$2.6m0.0%
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.47,480$2.4m0.0%
Quotient Wealth Partners, LLC41,363$2.1m0.0%
SCOTIA CAPITAL INC.35,781$1.8m0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP35,642$1.8m0.0%
Comprehensive Wealth Management, LLC32,708$1.6m0.7%
WELLS FARGO & COMPANY/MN32,655$1.6m0.0%
OSAIC HOLDINGS, INC.29,383$1.5m0.0%
Sierra Capital LLC27,301$1.4m0.1%
NewEdge Advisors, LLC26,292$1.3m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("HEZU"). HEZU price history · All 13F data

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