ISHARES TR (HEWC)
Institutional ownership reported to the SEC as of Q3 2023, across 20 quarters.
10
Reporting holders
$5.6M
Reported value
0.0%
Held as options
+0
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 |
|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | $1.4M | 47,185 | 0.00% | 10q | +11.0%+$139.5K |
| BANK OF MONTREAL /CAN/ | $991.4K | 31,784 | 0.00% | 10q | HELD |
| Royal Bank of Canada | $983.0K | 33,084 | 0.00% | 20q | -40.0%-$656.6K |
| PGIM Custom Harvest LLC | $946.3K | 31,834 | 0.03% | 8q | -9.8%-$102.6K |
| NATIONAL BANK OF CANADA /FI/ | $541.0K | 18,535 | 0.00% | 8q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $346.6K | 11,661 | 0.00% | new | NEW |
| TD Waterhouse Canada Inc. | $262.6K | 8,835 | 0.00% | 8q | -1.9%-$5.0K |
| BANK OF AMERICA CORP /DE/ | $135.4K | 4,554 | 0.00% | 20q | HELD |
| CIBC WORLD MARKET INC. | $1.3K | 44,243 | 0.00% | 18q | HELD |
| UBS Group AG | $1.1K | 38 | 0.00% | 2q | +850.0%+$1.0K |
| WELLS FARGO & COMPANY/MN | $6 | 0 | 0.00% | 4q | -100.0% |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2023 | 10 | $5.6M | 187,510 | 1 | 2 | 4 | 0.0% |
| Q2 2023 | 10 | $6.3M | 205,030 | 2 | 3 | 0 | 0.0% |
| Q1 2023 | 8 | $4.6M | 152,505 | 0 | 5 | 2 | 0.0% |
| Q4 2022 | 11 | $4.4M | 148,959 | 2 | 5 | 3 | 0.0% |
| Q3 2022 | 14 | $11.6M | 393,046 | 1 | 8 | 2 | 0.0% |
| Q2 2022 | 13 | $10.2M | 335,338 | 0 | 4 | 6 | 0.0% |
| Q1 2022 | 14 | $11.1M | 322,871 | 2 | 3 | 8 | 0.0% |
| Q4 2021 | 13 | $21.1M | 595,142 | 3 | 2 | 3 | 0.0% |
| Q3 2021 | 11 | $7.0M | 220,034 | 3 | 3 | 1 | 0.0% |
| Q2 2021 | 8 | $4.7M | 147,479 | 3 | 3 | 1 | 0.0% |
| Q1 2021 | 8 | $4.8M | 162,843 | 1 | 2 | 3 | 0.0% |
| Q4 2020 | 10 | $6.0M | 221,461 | 0 | 2 | 4 | 0.0% |
| Q3 2020 | 11 | $4.8M | 190,038 | 1 | 4 | 2 | 0.0% |
| Q2 2020 | 10 | $4.6M | 182,240 | 1 | 4 | 2 | 0.0% |
| Q1 2020 | 16 | $30.7M | 1,423,043 | 2 | 5 | 5 | 0.0% |
| Q4 2019 | 15 | $37.6M | 1,396,526 | 1 | 6 | 7 | 0.0% |
| Q3 2019 | 16 | $30.6M | 1,133,156 | 1 | 4 | 7 | 0.0% |
| Q2 2019 | 18 | $32.0M | 1,203,843 | 6 | 2 | 9 | 0.0% |
| Q1 2019 | 14 | $33.1M | 1,279,955 | 1 | 4 | 6 | 0.0% |
| Q4 2018 | 12 | $21.8M | 956,209 | 1 | 0 | 0 | 0.0% |