ISHARES TR

Watch

Share

HEZU·46434V639·US·ETF

HEZU (ISHARES TR) is held by 48 institutional investors as of Q2 2026. Largest holders: CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($126.7M), HighTower Advisors, LLC ($15.6M), EP Wealth Advisors, LLC ($11.8M). Net institutional sentiment: Bearish.

48

Holders

(8 Elite)

$244.8M

Total Value

30% (47)

Consensus

14 buying - 33 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Loading verdict

Institutional (13F)52

Insider (Form 4)75

Activist (13D/13G)69

Congressional (STOCK Act)65

Holder Quality

49

★★★★★

Elite

77

★★★★

Strong

57

★★★

Solid

15

★★

Below

46

★

Weak

Held by 48 funds

8 elite

Who's Trading

Source dates: Price Oct 15, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for HEZU.

Top Holders

Top Holders (48)History

AllNewIncreasedHeldDecreasedExitedFirst report

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	2.5M(-29.6%)	$126.7M	0.0%	+29.33%	0
HighTower Advisors, LLC	Decreased	310,655(-0.1%)	$15.6M	0.0%	+114.44%	0
EP Wealth Advisors, LLC	Decreased	234,774(-1.1%)	$11.8M	0.0%	+38.04%	0
LPL Financial LLC	Decreased	233,578(-3.0%)	$11.7M	0.0%	+43.65%	0
MORGAN STANLEY	Increased	226,411(+34.0%)	$11.4M	0.0%	+21.86%	36
UBS Group AG	Decreased	196,066(-3.5%)	$9.8M	0.0%	+50.61%	0
BANK OF AMERICA CORP /DE/	Decreased	189,272(-20.6%)	$9.5M	0.0%	+61.55%	0
JPMORGAN CHASE & CO	Decreased	180,373(-17.9%)	$8.9M	0.0%	+35.05%	0
GOLDMAN SACHS GROUP INC	Increased	137,144(+0.1%)	$6.9M	0.0%	+82.40%	27
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	136,226(-4.5%)	$6.8M	0.0%	+74.60%	0
Allianz Asset Management GmbH	Decreased	64,329(-19.3%)	$3.2M	0.0%	+22.18%	0
ROYAL BANK OF CANADA	Decreased	56,076(-0.1%)	$2.8M	0.0%	+84.01%	0
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	Increased	47,480(+759.1%)	$2.4M	0.0%	-0.63%	42
SCOTIA CAPITAL INC.	New	35,781	$1.8M	0.0%	-2.56%	36
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	35,642	$1.8M	0.0%	-2.56%	36
WELLS FARGO & COMPANY/MN	Decreased	32,655(-9.1%)	$1.6M	0.0%	+71.61%	0
OSAIC HOLDINGS, INC.	Decreased	29,383(-1.2%)	$1.5M	0.0%	+62.42%	0
NewEdge Advisors, LLC	Decreased	26,292(-2.5%)	$1.3M	0.0%	+120.05%	0
US BANCORP \DE\	Increased	22,629(+5.2%)	$1.1M	0.0%	+63.74%	27
Sanctuary Advisors, LLC	Decreased	20,791(-7.4%)	$1M	0.0%	+32.68%	0

Showing 1-20 of 54

Per page:

1 / 3

HEZUISHARES TR

1M3M6M1Y3Y5Y

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Similar stocks

FISVFISERV INC

336 holders · $21.1B

SPYSTATE STR SPDR S&P 500 ETF T

296 holders · $348.5B

IVVISHARES TR

263 holders · $566.9B

QQQINVESCO QQQ TR

246 holders · $125.8B

VOOVANGUARD INDEX FDS

246 holders · $265B

IWMISHARES TR

242 holders · $68.1B

GLDSPDR GOLD TR

238 holders · $33.2B

XLFSELECT SECTOR SPDR TR

225 holders · $31.5B

XLESELECT SECTOR SPDR TR

223 holders · $17.3B

EFAISHARES TR

221 holders · $47.1B

High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer