ISHARES TR (HEWG)
Institutional ownership reported to the SEC as of Q2 2024, across 23 quarters.
12
Reporting holders
$3.4M
Reported value
0.0%
Held as options
-3
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 |
|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | $1.9M | 54,795 | 0.00% | 13q | -9.5%-$203.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $443.8K | 12,501 | 0.00% | 4q | +10.9%+$43.7K |
| Twin Lakes Capital Management, LLC | $400.5K | 11,282 | 0.27% | 15q | HELD |
| UBS Group AG | $163.3K | 4,601 | 0.00% | 5q | +20813.6%+$162.6K |
| MORGAN STANLEY | $146.5K | 4,125 | 0.00% | 27q | -66.7%-$292.9K |
| BANK OF AMERICA CORP /DE/ | $142.5K | 4,014 | 0.00% | 23q | -5.4%-$8.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $74.1K | 2,086 | 0.00% | 23q | -2.3%-$1.8K |
| BLAIR WILLIAM & CO/IL | $57.2K | 1,610 | 0.00% | 23q | HELD |
| Federation des caisses Desjardins du Quebec | $53.6K | 1,509 | 0.00% | 29q | HELD |
| PSI Advisors, LLC | $17.4K | 490 | 0.01% | 12q | HELD |
| Geneos Wealth Management Inc. | $3.5K | 100 | 0.00% | new | NEW |
| FLOW TRADERS U.S. LLC | $485 | 13,649 | 0.02% | 5q | -71.1%-$1.2K |
| WELLS FARGO & COMPANY/MN | $23 | 1 | 0.00% | 23q | HELD |
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 2024 | 12 | $3.4M | 97,114 | 1 | 2 | 4 | 0.0% |
| Q1 2024 | 15 | $4.3M | 121,761 | 1 | 4 | 4 | 0.0% |
| Q4 2023 | 18 | $3.9M | 121,643 | 1 | 3 | 8 | 0.0% |
| Q3 2023 | 19 | $5.2M | 175,215 | 4 | 6 | 5 | 0.0% |
| Q2 2023 | 17 | $10.6M | 330,986 | 3 | 5 | 3 | 0.0% |
| Q1 2023 | 16 | $4.7M | 151,493 | 3 | 1 | 6 | 0.0% |
| Q4 2022 | 17 | $5.4M | 201,332 | 1 | 4 | 2 | 0.0% |
| Q3 2022 | 21 | $10.2M | 436,817 | 0 | 7 | 7 | 0.0% |
| Q2 2022 | 23 | $8.0M | 309,430 | 3 | 2 | 6 | 0.0% |
| Q1 2022 | 21 | $7.5M | 258,672 | 0 | 5 | 7 | 0.0% |
| Q4 2021 | 29 | $14.6M | 447,128 | 2 | 5 | 7 | 0.0% |
| Q3 2021 | 28 | $13.3M | 413,952 | 2 | 9 | 6 | 0.0% |
| Q2 2021 | 29 | $12.1M | 361,387 | 4 | 5 | 11 | 0.0% |
| Q1 2021 | 28 | $17.2M | 537,902 | 5 | 6 | 7 | 0.0% |
| Q4 2020 | 25 | $12.4M | 425,605 | 3 | 4 | 5 | 0.0% |
| Q3 2020 | 24 | $11.0M | 395,404 | 2 | 5 | 7 | 0.0% |
| Q2 2020 | 30 | $11.3M | 412,948 | 5 | 3 | 10 | 0.0% |
| Q1 2020 | 32 | $27.9M | 1,291,967 | 1 | 7 | 10 | 0.0% |
| Q4 2019 | 39 | $75.1M | 2,590,567 | 9 | 9 | 7 | 0.0% |
| Q3 2019 | 32 | $73.1M | 2,694,369 | 1 | 6 | 14 | 0.0% |
| Q2 2019 | 41 | $76.5M | 2,777,662 | 6 | 8 | 16 | 0.0% |
| Q1 2019 | 41 | $97.5M | 3,757,718 | 1 | 11 | 16 | 0.0% |
| Q4 2018 | 49 | $91.3M | 3,843,919 | 1 | 2 | 2 | 0.0% |