Who Owns ISHARES TR (HEZU)? -- Institutional Holders (2026-03-31)
100 institutions reported holding $324.6M of ISHARES TR (HEZU) in SEC 13F filings for 2026-03-31. Largest institutional holders: CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($156.7M), BlackRock, Inc. ($22.8M), HighTower Advisors, LLC ($13.6M), Robertson Stephens Wealth Management, LLC ($11.3M), LPL Financial LLC ($10.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $156.7M | 3.6M | Trimmed |
| 2 | BlackRock, Inc. | $22.8M | 522,366 | New |
| 3 | HighTower Advisors, LLC | $13.6M | 310,863 | Added |
| 4 | Robertson Stephens Wealth Management, LLC | $11.3M | 257,568 | Trimmed |
| 5 | LPL Financial LLC | $10.5M | 240,935 | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $10.4M | 238,535 | Trimmed |
| 7 | EP Wealth Advisors, LLC | $10.4M | 237,292 | Trimmed |
| 8 | Insight Wealth Strategies, LLC | $10.2M | 234,524 | Added |
| 9 | JPMORGAN CHASE & CO | $9.4M | 219,717 | Trimmed |
| 10 | UBS Group AG | $8.9M | 203,155 | Trimmed |
| 11 | MORGAN STANLEY | $7.4M | 168,978 | Added |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.2M | 142,701 | Trimmed |
| 13 | GOLDMAN SACHS GROUP INC | $6.0M | 137,028 | Trimmed |
| 14 | Connecticut Wealth Management, LLC | $4.4M | 100,276 | Trimmed |
| 15 | Allianz Asset Management GmbH | $3.5M | 79,679 | Trimmed |
| 16 | CITADEL ADVISORS LLC | $2.5M | 56,994 | Added |
| 17 | Royal Bank of Canada | $2.5M | 56,156 | Trimmed |
| 18 | Summit Financial, LLC | $2.3M | 52,952 | Added |
| 19 | Quotient Wealth Partners, LLC | $1.9M | 42,791 | Added |
| 20 | JANE STREET GROUP, LLC | $1.8M | 41,021 | Added |
| 21 | Comprehensive Wealth Management, LLC | $1.8M | 40,420 | Added |
| 22 | WELLS FARGO & COMPANY/MN | $1.6M | 35,936 | Trimmed |
| 23 | OSAIC HOLDINGS, INC. | $1.3M | 29,736 | Trimmed |
| 24 | Sierra Capital LLC | $1.2M | 27,301 | Hold |
| 25 | Sanctuary Advisors, LLC | $981,502 | 22,460 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31