13F Insight
DOSSIER · 13F Holders · Q2 2026
HEZU

ISHARES TR

101 institutions still hold ISHARES TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46434V639·101 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$255M
visible holders
Holders
101
filers reporting
Concentration
49.58%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC #1
top holder share
AI Holders Summary · Q2 2026

101 institutions reported HEZU in Q2 2026. CHARLES SCHWAB INVESTMENT MANAGEMENT INC leads at 49.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$127M2.5M0.02%Q2 202602
HighTower Advisors, LLC
CIK 0001462245
$16M311K0.01%Q2 202603
Robertson Stephens Wealth Management, LLC
CIK 0001767307
$13M257K0.32%Q2 202604
EP Wealth Advisors, LLC
CIK 0001540569
$12M235K0.04%Q2 202605
LPL Financial LLC
CIK 0001403438
$12M234K0.00%Q2 202606
MORGAN STANLEY
CIK 0000895421
$11M226K0.00%Q2 202607
UBS Group AG
CIK 0001610520
$10M196K0.00%Q2 202608
BANK OF AMERICA CORP /DE/
CIK 0000070858
$9M189K0.00%Q2 202609
JPMORGAN CHASE & CO
CIK 0000019617
$9M180K0.00%Q2 202610
GOLDMAN SACHS GROUP INC
CIK 0000886982
$7M137K0.00%Q2 202611
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$7M136K0.00%Q2 202612
Connecticut Wealth Management, LLC
CIK 0001689829
$5M100K0.19%Q2 202613
Allianz Asset Management GmbH
CIK 0001535323
$3M64K0.00%Q2 202614
ROYAL BANK OF CANADA
CIK 0001000275
$3M56K0.00%Q2 202615
Summit Financial, LLC
CIK 0001765536
$3M51K0.03%Q2 202616
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.
CIK 0000842180
$2M47K0.01%Q2 202617
Quotient Wealth Partners, LLC
CIK 0002004904
$2M41K0.05%Q2 202618
SCOTIA CAPITAL INC.
CIK 0001335644
$2M36K0.01%Q2 202619
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M41K0.00%Q1 202620
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M36K0.00%Q2 2026
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