ISHARES TR (HAWX)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
56
Reporting holders
$239.1M
Reported value
0.0%
Held as options
+1
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 |
|---|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | $72.6M | 1,560,237 | 0.34% | 2q | -0.7%-$542.8K |
| COLDSTREAM CAPITAL MANAGEMENT INC | $23.7M | 508,624 | 0.30% | 17q | -17.3%-$4.9M |
| Carroll Advisory Group, LLC | $23.3M | 501,020 | 7.65% | 3q | -9.4%-$2.4M |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | $18.6M | 400,263 | 0.66% | 6q | -4.9%-$954.1K |
| SCOTIA CAPITAL INC. | $15.6M | 334,946 | 0.06% | 29q | -6.6%-$1.1M |
| OSAIC HOLDINGS, INC. | $14.3M | 307,628 | 0.02% | 26q | -4.4%-$656.3K |
| LPL Financial LLC | $12.9M | 277,464 | 0.00% | 29q | +8.9%+$1.1M |
| Kingsview Wealth Management, LLC | $9.4M | 201,618 | 0.11% | 2q | +6.9%+$607.7K |
| RAYMOND JAMES FINANCIAL INC | $6.2M | 132,958 | 0.00% | 7q | +10.3%+$575.6K |
| Private Advisor Group, LLC | $5.4M | 115,238 | 0.02% | 31q | +1448.3%+$5.0M |
| BANK OF AMERICA CORP /DE/ | $5.3M | 113,276 | 0.00% | 31q | +4.9%+$247.9K |
| PACIFIC FINANCIAL GROUP INC | $3.7M | 80,061 | 1.78% | 2q | +22.0%+$671.3K |
| Equitable Holdings, Inc. | $3.3M | 70,414 | 0.02% | 9q | +11.8%+$346.3K |
| Concurrent Investment Advisors, LLC | $2.9M | 63,036 | 0.02% | 8q | +4.8%+$133.7K |
| Nova Wealth Management, Inc. | $2.7M | 58,880 | 1.51% | 6q | +30.2%+$635.8K |
| Mariner, LLC | $2.1M | 45,089 | 0.00% | 15q | -70.0%-$4.9M |
| NewEdge Advisors, LLC | $1.9M | 40,056 | 0.01% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $1.5M | 31,329 | 0.00% | 4q | +0.9%+$13.6K |
| CITADEL ADVISORS LLC | $1.3M | 27,798 | 0.00% | 6q | -50.4%-$1.3M |
| Belpointe Asset Management LLC | $966.3K | 20,781 | 0.03% | 2q | +2.8%+$26.7K |
| JANE STREET GROUP, LLC | $928.3K | 19,963 | 0.00% | new | NEW |
| Prime Capital Investment Advisors, LLC | $816.5K | 17,560 | 0.01% | 28q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $790.2K | 17,320 | 0.00% | 7q | -17.6%-$168.5K |
| Focus Partners Wealth | $644.6K | 13,862 | 0.00% | 11q | HELD |
| Whitaker-Myers Wealth Managers, LTD. | $605.6K | 13,023 | 0.10% | 15q | HELD |
| AE Wealth Management LLC | $566.9K | 12,192 | 0.00% | 28q | HELD |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $562.9K | 12,106 | 0.44% | 3q | +4.8%+$25.9K |
| Cetera Investment Advisers | $552.5K | 11,882 | 0.00% | 4q | -8.9%-$53.9K |
| Clearstead Advisors, LLC | $530.3K | 11,404 | 0.01% | 2q | -24.4%-$171.4K |
| &PARTNERS | $493.8K | 10,620 | 0.00% | 3q | +10.1%+$45.2K |
| Clark Capital Management Group, Inc. | $482.1K | 10,367 | 0.00% | 3q | HELD |
| Kestra Advisory Services, LLC | $464.5K | 9,990 | 0.00% | 3q | +78.2%+$203.9K |
| STAR Financial Bank | $404.3K | 8,695 | 0.16% | 6q | HELD |
| Ashton Thomas Private Wealth, LLC | $393.5K | 8,463 | 0.01% | 4q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $372.5K | 8,010 | 0.00% | 6q | +2.7%+$9.8K |
| Advisory Services Network, LLC | $352.3K | 7,576 | 0.00% | 7q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $345.1K | 7,421 | 0.00% | new | NEW |
| Creative Planning | $334.0K | 7,183 | 0.00% | 2q | HELD |
| MML INVESTORS SERVICES, LLC | $326.6K | 7,023 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $288.1K | 6,195 | 0.00% | 28q | -1.1%-$3.3K |
| Essex Financial Services, Inc. | $266.5K | 5,731 | 0.01% | 4q | HELD |
| ROYAL BANK OF CANADA | $254.0K | 5,463 | 0.00% | 25q | +2.5%+$6.2K |
| Redwood Financial Network Corp | $249.1K | 5,358 | 0.14% | 8q | -21.8%-$69.3K |
| FMR LLC | $126.8K | 2,728 | 0.00% | 10q | -4.0%-$5.3K |
| Rockefeller Capital Management L.P. | $113.0K | 2,431 | 0.00% | 4q | HELD |
| MORGAN STANLEY | $65.9K | 1,416 | 0.00% | 2q | +141500.0%+$65.8K |
| Parallel Advisors, LLC | $64.5K | 1,387 | 0.00% | 7q | HELD |
| Aptus Capital Advisors, LLC | $60.6K | 1,304 | 0.00% | 9q | HELD |
| PRIVATE TRUST CO NA | $55.8K | 1,200 | 0.00% | 6q | HELD |
| FIFTH THIRD BANCORP | $50.5K | 1,086 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $36.0K | 774 | 0.00% | new | NEW |
| Glass Jacobson Investment Advisors llc | $32.0K | 688 | 0.01% | 2q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $20.7K | 445 | 0.00% | 5q | HELD |
| NBH Bank | $14.3K | 307 | 0.01% | new | FIRST |
| Piscataqua Savings Bank | $12.3K | 265 | 0.01% | new | NEW |
| FLOW TRADERS U.S. LLC | $973 | 20,916 | 0.04% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $478 | 10,286 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $21 | 0 | 0.00% | 8q | HELD |
| Capital Analysts, LLC | $1 | 31 | 0.00% | new | NEW |
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 | 56 | $239.1M | 5,142,154 | 7 | 17 | 14 | 0.0% |
| Q1 2026 | 55 | $217.9M | 5,332,059 | 10 | 14 | 17 | 0.0% |
| Q4 2025 | 53 | $138.8M | 3,515,407 | 10 | 15 | 15 | 0.0% |
| Q3 2025 | 45 | $178.5M | 4,720,264 | 7 | 13 | 16 | 0.0% |
| Q2 2025 | 46 | $170.2M | 4,816,647 | 5 | 17 | 15 | 0.0% |
| Q1 2025 | 46 | $179.7M | 5,377,699 | 10 | 11 | 17 | 0.0% |
| Q4 2024 | 44 | $157.0M | 4,916,077 | 6 | 15 | 7 | 0.0% |
| Q3 2024 | 39 | $156.4M | 4,792,687 | 7 | 14 | 9 | 0.0% |
| Q2 2024 | 36 | $166.6M | 5,160,417 | 12 | 16 | 7 | 0.0% |
| Q1 2024 | 27 | $149.7M | 4,796,664 | 3 | 11 | 8 | 0.0% |
| Q4 2023 | 31 | $141.7M | 4,891,792 | 6 | 11 | 9 | 0.0% |
| Q3 2023 | 26 | $133.1M | 4,817,100 | 3 | 10 | 9 | 0.0% |
| Q2 2023 | 23 | $130.8M | 4,606,421 | 2 | 11 | 4 | 0.0% |
| Q1 2023 | 27 | $110.0M | 4,016,230 | 5 | 9 | 9 | 0.0% |
| Q4 2022 | 22 | $98.4M | 3,857,984 | 7 | 7 | 5 | 0.0% |
| Q3 2022 | 23 | $82.4M | 3,062,079 | 5 | 9 | 5 | 0.0% |
| Q2 2022 | 20 | $76.5M | 2,645,240 | 2 | 8 | 3 | 0.0% |
| Q1 2022 | 23 | $77.9M | 2,500,099 | 3 | 7 | 9 | 0.0% |
| Q4 2021 | 24 | $96.3M | 2,961,758 | 2 | 12 | 5 | 0.0% |
| Q3 2021 | 22 | $86.5M | 2,699,688 | 4 | 11 | 5 | 0.0% |
| Q2 2021 | 19 | $82.1M | 2,488,148 | 3 | 8 | 6 | 0.0% |
| Q1 2021 | 19 | $76.5M | 2,416,422 | 3 | 11 | 5 | 0.0% |
| Q4 2020 | 18 | $63.3M | 2,147,374 | 1 | 8 | 6 | 0.0% |
| Q3 2020 | 18 | $53.9M | 2,029,750 | 1 | 8 | 6 | 0.0% |
| Q2 2020 | 18 | $53.1M | 2,054,768 | 2 | 6 | 8 | 0.0% |
| Q1 2020 | 19 | $48.9M | 2,184,066 | 4 | 9 | 4 | 0.0% |
| Q4 2019 | 17 | $51.5M | 1,829,413 | 2 | 9 | 4 | 0.0% |
| Q3 2019 | 17 | $47.3M | 1,755,386 | 5 | 7 | 4 | 0.0% |
| Q2 2019 | 14 | $46.0M | 1,698,641 | 4 | 6 | 4 | 0.0% |
| Q1 2019 | 13 | $20.1M | 762,801 | 2 | 4 | 4 | 0.0% |
| Q4 2018 | 16 | $24.9M | 1,049,929 | 1 | 0 | 1 | 0.0% |