# ISHARES TR (HEZU)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/HEZU/

- Reporting holders: 3
- Reported value: $374.2K
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Insight Wealth Strategies, LLC](https://holderbook.com/funds/1749914-insight-wealth-strategies-llc/) | $328.4K | 6,780 | 0.0% | 7 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $41.9K | 865 | 0.0% | 9 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $3.9K | 80 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 3 | $374.2K |
| Q2 2026 | 100 | $417.3M |
| Q1 2026 | 94 | $327.1M |
| Q4 2025 | 94 | $359.7M |
| Q3 2025 | 91 | $415.0M |
| Q2 2025 | 93 | $465.8M |
| Q1 2025 | 94 | $467.4M |
| Q4 2024 | 78 | $145.4M |
| Q3 2024 | 80 | $175.9M |
| Q2 2024 | 65 | $242.8M |
| Q1 2024 | 58 | $259.7M |
| Q4 2023 | 57 | $202.4M |