Skip to content
Disclosery

HEZU ISHARES TR

Follow

CUR HD EURZN ETF (fund)

95 managers (95 13F filers) reported a position in HEZU shares at 2026-03-31, 7,468,117 shares in all. 9 filers opened a position and 8 filers sold out during the quarter.

Managers
95
13F filers
95
New
9
Added
25
Reduced
36
Sold out
8
Shares held by filers
7,468,117

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 Co3,586,257$157M0.02%-1,229,26013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.522,366$22.8M<0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC310,863$13.6M0.01%+2,15813F-HRTimeline
Robertson Stephens Wealth Management, L…257,568$11.3M0.32%-1,42513F-HRTimeline
LPL Financial LLC240,935$10.5M<0.01%+20,53313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/238,535$10.4M<0.01%-40,33913F-HRTimelineGroup
EP Wealth Advisors, LLC237,292$10.4M0.05%-8,59213F-HRTimeline
Insight Wealth Strategies, LLC234,524$10.2M1.14%+52,23113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO219,717$9.36M<0.01%-23,39613F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG203,155$8.88M<0.01%-20,35813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY168,978$7.38M<0.01%+13,87713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…142,701$6.24M<0.01%-4,27713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC137,028$5.99M<0.01%-2,62113F-HRTimelineGroup
Connecticut Wealth Management, LLC100,276$4.38M0.18%-10,76413F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE79,679$3.48M<0.01%-3,00013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC56,994$2.49M<0.01%+11,36913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA56,156$2.45M<0.01%-1,08213F-HRTimelineGroup
Summit Financial, LLC52,952$2.31M0.03%+1,19313F-HRTimeline
Quotient Wealth Partners, LLC42,791$1.87M0.05%+3,69113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC41,021$1.79M<0.01%+6,78713F-HRTimelineGroup
Comprehensive Wealth Management, LLC40,420$1.77M0.89%+1,89513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN35,936$1.57M<0.01%-5,52013F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.29,736$1.3M<0.01%-1,99813F-HRTimelineGroup
Sierra Capital LLC27,301$1.19M0.13%013F-HRTimeline
NewEdge Advisors, LLC26,980$1.18M<0.01%-1,31613F-HR/ATimeline
Sanctuary Advisors, LLC22,460$982K0.01%-1,68713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\21,509$940K<0.01%+43613F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC20,741$906K<0.01%-57213F-HRTimelineGroup
Stanich Group LLC17,749$776K0.59%-43313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…16,570$724K0.01%+11,19013F-HRTimelineGroup
DIMENSION CAPITAL MANAGEMENT LLC14,953$653K0.09%013F-HRTimeline
Three Bridge Wealth Advisors, LLC14,225$622K0.17%+4,77313F-HRTimeline
DIVERSIFIED TRUST CO14,160$619K0.01%-70013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…13,528$592K<0.01%+25313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC13,444$588K<0.01%+6,70813F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC13,419$586K<0.01%-2,63013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC13,052$570K<0.01%+63613F-HR/ATimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC11,259$492K<0.01%-7913F-HRTimelineGroup
Detalus Advisors, LLC9,728$425K0.1%013F-HRTimeline
Formidable Asset Management, LLC9,161$401K0.06%+813F-HRTimeline
FLOW TRADERS U.S. LLC7,486$327K0.01%-32,16113F-HRTimeline
EFG International AGin group EFG International AG7,200$315K0.01%013F-HRTimelineGroup
Simplicity Wealth,LLC7,192$314K0.02%+94513F-HRTimeline
Olde Wealth Management, LLC7,196$314K0.1%013F-HRTimeline
Valor Advisors LLC6,859$300K0.25%013F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.6,850$299K<0.01%-80013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,766$286K<0.01%+2,25613F-HRTimelineGroup
OneDigital Investment Advisors LLC6,358$278K<0.01%-1,27813F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP6,051$264K<0.01%new13F-HRTimelineGroup
Westfuller Advisors, LLC5,905$258K0.11%-1,72613F-HRTimeline
TSA Wealth Managment LLC5,697$249K0.08%-10913F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC5,594$244K0.01%-8113F-HRTimelineGroup
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.5,527$236K<0.01%013F-HRTimeline
PFG Advisors5,375$235K0.01%+22213F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\5,300$232K<0.01%+65013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…5,085$222K<0.01%013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC5,011$219K<0.01%-1,63513F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp4,953$216K<0.01%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC4,665$204K<0.01%new13F-HRTimelineGroup
Magnus Financial Group LLC4,606$201K0.02%-13013F-HRTimeline
Sage Mountain Advisors LLC4,087$179K0.01%-1,30013F-HRTimeline
Capital Investment Advisory Services, L…3,983$174K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,903$171K<0.01%+6913F-HRTimelineGroup
Piscataqua Savings Bank3,765$165K0.12%013F-HRTimeline
FMR LLCin group FMR LLC3,633$159K<0.01%+87513F-HRTimelineGroup
HOWE & RUSLING INC1,443$63.1K<0.01%-37313F-HRTimeline
Farther Finance Advisors, LLC1,416$62.7K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,217$53.2K<0.01%-2013F-HRTimelineGroup
Allworth Financial LP1,190$52K<0.01%+9213F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…1,130$49.4K<0.01%013F-HRTimelineGroup
Forum Finance Group S.A.1,285$45K0.02%13F-HRTimeline
EPG Wealth Management LLC938$41K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC793$34.7K<0.01%+37513F-HRTimeline
KELLEHER FINANCIAL ADVISORS618$27K0.01%013F-HRTimeline
SBI Securities Co., Ltd.393$17.2K<0.01%+8613F-HRTimeline
Founders Financial Alliance, LLC354$15.5K<0.01%new13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA296$12.9K<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC236$10.3K<0.01%new13F-HRTimeline
Larson Financial Group LLC200$8.74K<0.01%-30013F-HRTimeline
IFP Advisors, Inc188$8.22K<0.01%-713F-HRTimeline
WOLFF WIESE MAGANA LLC182$7.95K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…165$7.21K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources145$6.34K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management129$5.64K<0.01%-213F-HRTimelineGroup
WELLINGTON-ALTUS USA INC.97$4.87K<0.01%013F-HRTimeline
AE Wealth Management LLC84$3.67K<0.01%-17313F-HRTimeline
Vision Retirement, LLC83$3.63K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC80$3.5K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL79$3.45K<0.01%013F-HRTimeline
Rossby Financial, LCC61$2.7K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc58$2.54K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC50$2.19K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC22$961<0.01%-6613F-HRTimelineGroup
MAI Capital Management16$700<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3$131<0.01%013F-HRTimelineGroup