ISHARES TR (EWJV)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
76
Reporting holders
$188.6M
Reported value
0.0%
Held as options
+7
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $37.4M | 851,414 | 0.00% | 2q | -40.6%-$25.5M |
| BANK OF AMERICA CORP /DE/ | $30.5M | 694,745 | 0.00% | 22q | -1.0%-$323.2K |
| OLD MISSION CAPITAL LLC | $16.4M | 372,509 | 0.26% | 5q | +446.6%+$13.4M |
| ANDERSON HOAGLAND & CO | $11.0M | 251,348 | 0.87% | 11q | -2.7%-$308.1K |
| JPMORGAN CHASE & CO | $10.5M | 238,728 | 0.00% | 10q | +4013.2%+$10.3M |
| ALTFEST L J & CO INC | $7.8M | 176,673 | 0.75% | new | NEW |
| CITADEL ADVISORS LLC | $7.0M | 159,447 | 0.00% | 2q | -15.9%-$1.3M |
| RAYMOND JAMES FINANCIAL INC | $6.3M | 143,847 | 0.00% | 2q | +531.9%+$5.3M |
| CSS LLC/IL | $3.6M | 82,113 | 0.14% | 20q | HELD |
| STIFEL FINANCIAL CORP | $3.5M | 79,926 | 0.00% | 20q | +1.3%+$45.3K |
| OSAIC HOLDINGS, INC. | $3.3M | 75,769 | 0.00% | 20q | +1.0%+$33.6K |
| LPL Financial LLC | $3.2M | 72,869 | 0.00% | 13q | +6.9%+$207.7K |
| Optiver Holding B.V. | $3.0M | 67,694 | 0.00% | 4q | +39.6%+$843.8K |
| Aldebaran Capital, LLC | $2.9M | 65,880 | 2.18% | 2q | +297.7%+$2.2M |
| Waverly Advisors, LLC | $2.9M | 65,658 | 0.02% | 2q | -2.0%-$60.1K |
| Hartford Financial Management Inc. | $2.6M | 58,790 | 0.58% | 2q | +27117.6%+$2.6M |
| UMB Bank, n.a. | $2.5M | 57,795 | 0.03% | 11q | HELD |
| UBS Group AG | $2.2M | 49,432 | 0.00% | 21q | +8.4%+$168.5K |
| TRUST CO OF TOLEDO NA /OH/ | $2.1M | 48,157 | 0.18% | 4q | +9.5%+$183.0K |
| AQR CAPITAL MANAGEMENT LLC | $2.0M | 46,175 | 0.00% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $2.0M | 44,957 | 0.00% | 10q | -3.3%-$68.3K |
| JANE STREET GROUP, LLC | $1.7M | 39,026 | 0.00% | 2q | -62.4%-$2.8M |
| Virtus Family Office LLC | $1.6M | 37,323 | 1.30% | 2q | +174.9%+$1.0M |
| Ironsides Asset Advisors, LLC | $1.6M | 35,666 | 0.37% | 3q | HELD |
| Grantham, Mayo, Van Otterloo & Co. LLC | $1.5M | 35,085 | 0.00% | 3q | +10.5%+$146.6K |
| MML INVESTORS SERVICES, LLC | $1.5M | 34,077 | 0.00% | 10q | +5.4%+$77.3K |
| Phoenix Financial Ltd. | $1.5M | 33,756 | 0.01% | new | NEW |
| Mraz, Amerine & Associates, Inc. | $1.3M | 30,699 | 0.19% | 9q | HELD |
| ROYAL BANK OF CANADA | $1.2M | 26,231 | 0.00% | 13q | +3.0%+$33.4K |
| MORGAN STANLEY | $1.0M | 23,397 | 0.00% | 9q | +1.3%+$13.1K |
| TPG Advisors LLC | $906.7K | 20,626 | 0.50% | 4q | +7.8%+$65.6K |
| BANK OF MONTREAL /CAN/ | $904.9K | 20,584 | 0.00% | 12q | -23.0%-$269.6K |
| Breakwater Capital Group | $812.6K | 18,485 | 0.10% | 7q | +11.3%+$82.6K |
| M Wealth Management, LLC | $791.0K | 17,993 | 0.62% | 7q | HELD |
| FMR LLC | $758.0K | 17,241 | 0.00% | 4q | -12.5%-$108.0K |
| Northside Capital Management, LLC | $672.8K | 15,305 | 0.06% | 11q | HELD |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | $605.8K | 13,780 | 0.04% | 2q | -56.0%-$769.9K |
| Capital Investment Advisors, LLC | $593.5K | 13,500 | 0.01% | new | NEW |
| Maridea Wealth Management LLC | $588.0K | 13,376 | 0.06% | 7q | +13.6%+$70.6K |
| Cordoba Advisory Partners LLC | $571.6K | 13,003 | 0.12% | 3q | +1.8%+$10.3K |
| Gradient Capital Advisors, LLC | $528.1K | 12,013 | 0.12% | 2q | +16.2%+$73.5K |
| Vontobel Holding Ltd. | $439.6K | 10,000 | 0.00% | 2q | HELD |
| Quadrature Capital Ltd | $437.2K | 9,945 | 0.00% | new | NEW |
| MGO ONE SEVEN LLC | $392.0K | 8,917 | 0.01% | 4q | +1.9%+$7.2K |
| Kestra Advisory Services, LLC | $372.0K | 8,461 | 0.00% | new | NEW |
| Triumph Capital Management | $323.1K | 7,350 | 0.06% | 3q | +2.5%+$7.8K |
| NORTHERN TRUST CORP | $320.9K | 7,300 | 0.00% | 5q | HELD |
| Barry Investment Advisors, LLC | $305.1K | 6,940 | 0.06% | 13q | HELD |
| Quantinno Capital Management LP | $293.5K | 6,677 | 0.00% | 2q | HELD |
| HighTower Advisors, LLC | $279.7K | 6,362 | 0.00% | 3q | HELD |
| Summit Trail Advisors, LLC | $277.0K | 6,300 | 0.00% | 2q | HELD |
| Fifth Third Securities, Inc. | $252.9K | 5,752 | 0.01% | new | NEW |
| Advisory Services Network, LLC | $217.7K | 4,953 | 0.00% | 2q | +1.6%+$3.5K |
| Centurion Wealth Management LLC | $213.2K | 4,850 | 0.05% | 2q | HELD |
| Copia Wealth Management | $204.3K | 4,647 | 0.12% | 7q | HELD |
| Steward Partners Investment Advisory, LLC | $153.9K | 3,500 | 0.00% | 10q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $117.4K | 2,670 | 0.00% | 10q | +54.4%+$41.4K |
| TD Waterhouse Canada Inc. | $70.6K | 1,586 | 0.00% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $57.3K | 1,303 | 0.00% | 10q | -39.0%-$36.6K |
| Hara Capital LLC | $55.0K | 1,250 | 0.03% | 8q | +11.6%+$5.7K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $44.6K | 1,002 | 0.00% | 2q | HELD |
| LifeSteps Financial, Inc. | $40.3K | 917 | 0.02% | new | NEW |
| Federation des caisses Desjardins du Quebec | $27.9K | 635 | 0.00% | 8q | HELD |
| Allied Private Wealth LLC | $21.3K | 470 | 0.01% | new | FIRST |
| Financial Perspectives, Inc | $15.7K | 357 | 0.00% | 5q | +0.8% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $12.5K | 284 | 0.00% | new | NEW |
| NATIONAL BANK OF CANADA /FI/ | $7.9K | 180 | 0.00% | 7q | HELD |
| FEDERATED HERMES, INC. | $6.8K | 154 | 0.00% | 18q | HELD |
| Integrated Wealth Concepts LLC | $5.9K | 134 | 0.00% | new | NEW |
| FLOW TRADERS U.S. LLC | $5.3K | 120,138 | 0.22% | new | NEW |
| Boreal Capital Management LLC | $4.4K | 100 | 0.00% | 5q | HELD |
| WestEnd Advisors, LLC | $3.0K | 69 | 0.00% | 11q | HELD |
| Janney Montgomery Scott LLC | $1.4K | 32,363 | 0.00% | 5q | +8.0% |
| FRANKLIN RESOURCES INC | $1.4K | 32 | 0.00% | 9q | +14.3% |
| Princeton Global Asset Management LLC | $1.2K | 28 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $879 | 20 | 0.00% | 2q | +11.1% |
| MERCER GLOBAL ADVISORS INC /ADV | $696 | 16 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $270 | 6 | 0.00% | 14q | -99.9%-$396.3K |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | $27 | 626 | 0.01% | 10q | -2.5% |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-17 | 13G/A | BlackRock Portfolio Management LLC | 5.2% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 76 | $188.6M | 4,288,259 | 13 | 29 | 12 | 0.0% |
| Q1 2026 | 69 | $174.7M | 4,095,102 | 20 | 22 | 13 | 0.0% |
| Q4 2025 | 58 | $111.5M | 2,806,859 | 9 | 25 | 9 | 0.0% |
| Q3 2025 | 55 | $161.1M | 4,130,245 | 7 | 16 | 18 | 0.0% |
| Q2 2025 | 50 | $87.2M | 2,507,590 | 7 | 20 | 12 | 0.0% |
| Q1 2025 | 49 | $102.8M | 3,113,694 | 3 | 16 | 17 | 0.0% |
| Q4 2024 | 49 | $74.1M | 2,406,737 | 5 | 17 | 11 | 0.0% |
| Q3 2024 | 46 | $83.3M | 2,516,624 | 9 | 12 | 15 | 0.0% |
| Q2 2024 | 40 | $83.3M | 2,601,961 | 7 | 12 | 9 | 0.0% |
| Q1 2024 | 36 | $94.3M | 2,851,450 | 11 | 10 | 5 | 0.0% |
| Q4 2023 | 34 | $44.3M | 1,513,396 | 10 | 11 | 11 | 0.0% |
| Q3 2023 | 38 | $52.8M | 1,849,662 | 18 | 10 | 4 | 0.0% |
| Q2 2023 | 25 | $18.2M | 663,870 | 12 | 6 | 2 | 0.0% |
| Q1 2023 | 16 | $14.8M | 574,918 | 2 | 4 | 3 | 0.0% |
| Q4 2022 | 15 | $5.7M | 231,309 | 3 | 3 | 8 | 0.0% |
| Q3 2022 | 15 | $5.5M | 254,274 | 0 | 3 | 9 | 0.0% |
| Q2 2022 | 17 | $10.2M | 433,996 | 0 | 4 | 8 | 0.0% |
| Q1 2022 | 20 | $17.6M | 663,100 | 9 | 4 | 3 | 0.0% |
| Q4 2021 | 12 | $9.7M | 362,680 | 2 | 4 | 4 | 0.0% |
| Q3 2021 | 9 | $5.1M | 178,754 | 3 | 2 | 1 | 0.0% |
| Q2 2021 | 8 | $6.9M | 249,512 | 3 | 3 | 0 | 0.0% |
| Q1 2021 | 7 | $6.9M | 247,648 | 4 | 2 | 0 | 0.0% |
| Q4 2020 | 4 | $654.0K | 25,217 | 3 | 0 | 0 | 0.0% |
| Q3 2020 | 3 | $2.5M | 109,276 | 1 | 0 | 1 | 0.0% |
| Q2 2020 | 4 | $3.1M | 141,168 | 0 | 1 | 1 | 0.0% |
| Q1 2020 | 6 | $3.3M | 161,497 | 3 | 0 | 2 | 0.0% |
| Q4 2019 | 2 | $5.9M | 227,410 | 1 | 0 | 1 | 0.0% |
| Q3 2019 | 1 | $7.0M | 280,000 | 0 | 0 | 1 | 0.0% |
| Q2 2019 | 1 | $14.1M | 580,000 | 0 | 1 | 0 | 0.0% |
| Q1 2019 | 2 | $9.9M | 398,980 | 2 | 0 | 0 | 0.0% |