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Disclosery

HEZU ISHARES TR

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CUR HD EURZN ETF (fund)

95 managers (95 13F filers) reported a position in HEZU shares at 2025-03-31, 11,994,017 shares in all. 27 filers opened a position and 9 filers sold out during the quarter.

Managers
95
13F filers
95
New
27
Added
19
Reduced
26
Sold out
9
Shares held by filers
11,994,017

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co7,259,426$283M0.05%new13F-HR/ATimelineGroup
Allianz Asset Management GmbHin group Allianz SE523,079$20.4M0.03%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO359,560$14M<0.01%-22,09313F-HRTimelineGroup
Insight Wealth Strategies, LLC343,616$13.4M1.8%new13F-HRTimeline
HighTower Advisors, LLC292,399$11.4M0.02%+6,55613F-HRTimeline
UBS Group AGin group UBS Group AG282,272$11M<0.01%+159,19513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/269,651$10.5M<0.01%+48,85413F-HRTimelineGroup
EP Wealth Advisors, LLC253,823$9.89M0.08%-12,83313F-HRTimeline
LPL Financial LLC220,032$8.57M<0.01%-116,23513F-HRTimeline
Robertson Stephens Wealth Management, L…178,149$6.94M0.26%-6,73813F-HRTimeline
Connecticut Wealth Management, LLC174,948$6.82M0.36%-46,97413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY169,673$6.61M<0.01%+49,30413F-HRTimelineGroup
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.158,293$6.17M0.06%-76913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC155,423$6.06M<0.01%+32,45913F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…150,559$5.87M<0.01%-53,63213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN115,824$4.51M<0.01%-55,98813F-HRTimelineGroup
Evolution Wealth Advisors, LLC90,305$3.52M0.59%-6,31013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC71,586$2.79M<0.01%-10,89013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC68,047$2.65M0.01%-4,40513F-HRTimeline
Sanctuary Advisors, LLC56,993$2.22M0.02%+35,34213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA51,645$2.01M<0.01%+2,30913F-HR/ATimelineGroup
Summit Financial, LLC46,709$1.82M0.05%new13F-HRTimeline
Quotient Wealth Partners, LLC40,839$1.59M0.05%+2,82513F-HRTimeline
Integrated Wealth Concepts LLC40,643$1.58M0.02%-56113F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV34,305$1.34M0.94%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.32,795$1.28M<0.01%+16513F-HRTimelineGroup
NewEdge Advisors, LLC30,006$1.17M0.01%-2,39713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC29,161$1.14M<0.01%-2,67413F-HR/ATimelineGroup
One Capital Management, LLC25,963$1.01M0.03%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC24,054$937K<0.01%-3,03713F-HRTimelineGroup
Atria Investments, Inc23,897$931K0.01%new13F-HRTimeline
Stanich Group LLC22,162$864K0.64%+49513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\22,029$858K<0.01%013F-HRTimelineGroup
GTS SECURITIES LLC21,184$826K0.04%+75113F-HRTimeline
Detalus Advisors, LLC18,808$733K0.23%+63213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC17,977$701K<0.01%-3,00113F-HRTimelineGroup
DIMENSION CAPITAL MANAGEMENT LLC17,853$696K0.12%013F-HRTimeline
ShoreHaven Wealth Partners, LLC15,666$611K0.29%-1,54613F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…15,338$598K0.05%new13F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC15,324$597K0.01%013F-HRTimelineGroup
DIVERSIFIED TRUST CO14,860$579K0.01%013F-HRTimeline
One Wealth Advisors, LLC13,139$512K0.08%+21513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…12,875$502K<0.01%new13F-HRTimelineGroup
Quantinno Capital Management LP12,386$483K<0.01%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC12,251$477K<0.01%+5613F-HRTimelineGroup
TD Waterhouse Canada Inc.11,876$465K<0.01%new13F-HRTimeline
TSA Wealth Managment LLC11,713$456K0.18%new13F-HRTimeline
Sage Mountain Advisors LLC11,639$454K0.03%013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers10,613$414K<0.01%-10713F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\9,792$382K<0.01%+1,19213F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.9,362$365K<0.01%-12313F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC8,321$324K0.01%new13F-HRTimelineGroup
WEALTH ALLIANCE, LLC8,175$319K0.04%-15213F-HRTimeline
Cypress Wealth Services, LLC8,169$318K0.06%new13F-HRTimeline
Formidable Asset Management, LLC7,856$306K0.05%new13F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.7,682$299K<0.01%new13F-HRTimelineGroup
Phoenix Financial Ltd.in group Phoenix Financial Ltd.7,650$298K<0.01%013F-HRTimelineGroup
Westfuller Advisors, LLC7,401$288K0.19%013F-HRTimeline
Olde Wealth Management, LLC7,196$280K0.1%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC7,059$275K<0.01%new13F-HRTimelineGroup
High Falls Advisors, Inc6,042$235K0.06%-23513F-HRTimeline
ONE Advisory Partners, LLC5,684$222K0.09%-74513F-HRTimeline
CFS Investment Advisory Services, LLC5,578$217K0.02%new13F-HRTimeline
KICKSTAND VENTURES, LLC.5,566$217K0.06%new13F-HRTimeline
Strategic Blueprint, LLC5,455$213K0.01%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp5,275$206K<0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,948$154K<0.01%+22113F-HRTimelineGroup
AlphaCore Capital LLC3,254$127K0.01%new13F-HRTimeline
FMR LLCin group FMR LLC2,947$115K<0.01%+92013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,753$108K<0.01%+96213F-HR/ATimelineGroup
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…1,130$44K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC945$36.8K<0.01%-34213F-HRTimeline
EPG Wealth Management LLC938$36.6K0.01%013F-HRTimeline
LGT Financial Advisors LLC583$22.7K0.07%+5713F-HRTimeline
SBI Securities Co., Ltd.537$20.9K<0.01%-513F-HRTimeline
Wayfinding Financial, LLC489$19K0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC428$15.3K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC377$14.7K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC354$13.8K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC280$11K<0.01%-1,33513F-HRTimelineGroup
Lindbrook Capital, LLC226$8.81K<0.01%013F-HRTimeline
MATHER GROUP, LLC.176$6.86K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…165$6.43K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…164$6.39K<0.01%new13F-HRTimelineGroup
Qube Research & Technologies Ltd146$5.69K<0.01%new13F-HRTimeline
TSFG, LLC92$4K<0.01%013F-HRTimeline
IFP Advisors, Inc100$3.9K<0.01%013F-HRTimeline
CoreCap Advisors, LLC87$3.39K<0.01%new13F-HRTimeline
Allworth Financial LP87$3.35K<0.01%new13F-HRTimeline
New Republic Capital, LLC80$3.12K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management44$1.72K<0.01%-613F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC22$857<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC18$707<0.01%013F-HRTimeline
MAI Capital Management16$624<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.