ISHARES TR (HEWJ)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
85
Reporting holders
$432.6M
Reported value
0.0%
Held as options
+4
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $122.0M | 1,890,942 | 0.01% | 31q | +13.5%+$14.5M |
| BlackRock, Inc. | $56.9M | 881,345 | 0.00% | 8q | HELD |
| DEUTSCHE BANK AG\ | $47.1M | 730,487 | 0.01% | 19q | -0.9%-$438.4K |
| Modern Wealth Management, LLC | $43.2M | 670,038 | 0.51% | 4q | -1.5%-$640.5K |
| JPMORGAN CHASE & CO | $30.0M | 468,047 | 0.00% | 9q | -10.9%-$3.7M |
| MORGAN STANLEY | $28.7M | 445,357 | 0.00% | 35q | +112.6%+$15.2M |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | $19.1M | 295,885 | 0.67% | 25q | -13.9%-$3.1M |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $11.2M | 173,243 | 0.07% | 4q | HELD |
| UBS Group AG | $9.0M | 139,055 | 0.00% | 31q | +137.2%+$5.2M |
| TD Waterhouse Canada Inc. | $8.1M | 125,349 | 0.02% | new | NEW |
| TRUIST FINANCIAL CORP | $6.2M | 95,803 | 0.01% | 8q | -6.3%-$415.3K |
| ENVESTNET ASSET MANAGEMENT INC | $5.9M | 91,578 | 0.00% | 5q | HELD |
| Williams Jones Wealth Management, LLC. | $4.0M | 62,520 | 0.05% | 3q | -0.5%-$21.3K |
| LPL Financial LLC | $2.8M | 43,039 | 0.00% | 31q | +2.6%+$71.2K |
| GTS SECURITIES LLC | $2.5M | 38,022 | 0.05% | 3q | +9.7%+$217.7K |
| WELLS FARGO & COMPANY/MN | $2.3M | 36,278 | 0.00% | 31q | -40.9%-$1.6M |
| JONES FINANCIAL COMPANIES LLLP | $2.2M | 34,187 | 0.00% | 9q | -5.1%-$118.2K |
| CITADEL ADVISORS LLC | $2.0M | 31,212 | 0.00% | 3q | HELD |
| US BANCORP \DE\ | $1.8M | 28,435 | 0.00% | 31q | +2.7%+$47.8K |
| NATIXIS | $1.8M | 27,913 | 0.01% | 7q | +59.1%+$668.7K |
| NewEdge Advisors, LLC | $1.3M | 20,774 | 0.00% | 3q | +64.2%+$524.1K |
| Lido Advisors, LLC | $1.3M | 20,703 | 0.00% | new | NEW |
| OVERSEA-CHINESE BANKING Corp Ltd | $1.3M | 20,530 | 0.03% | 15q | HELD |
| Bank of New York Mellon Corp | $1.2M | 18,421 | 0.00% | 4q | HELD |
| GOLDMAN SACHS GROUP INC | $1.0M | 15,764 | 0.00% | 31q | -81.4%-$4.5M |
| Somerset Trust Co | $957.4K | 14,839 | 0.27% | 12q | +0.8%+$7.7K |
| Cetera Investment Advisers | $904.6K | 14,021 | 0.00% | new | NEW |
| CIBC WORLD MARKET INC. | $778.6K | 12,068 | 0.00% | 13q | HELD |
| Robertson Stephens Wealth Management, LLC | $756.8K | 11,730 | 0.02% | 3q | +112.0%+$399.8K |
| PNC Financial Services Group, Inc. | $750.4K | 11,631 | 0.00% | 9q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $731.5K | 11,338 | 0.00% | 3q | -6.0%-$46.8K |
| Vise Technologies, Inc. | $717.2K | 11,116 | 0.01% | new | NEW |
| Rockefeller Capital Management L.P. | $683.2K | 10,588 | 0.00% | 5q | HELD |
| RITHOLTZ WEALTH MANAGEMENT | $674.4K | 10,452 | 0.01% | 13q | +100.0%+$337.2K |
| BNP PARIBAS FINANCIAL MARKETS | $655.8K | 10,165 | 0.00% | 4q | +20.9%+$113.3K |
| Advisory Alpha, LLC | $647.5K | 10,035 | 0.02% | 8q | HELD |
| INTREPID FAMILY OFFICE LLC | $645.2K | 10,000 | 0.48% | 3q | HELD |
| FIFTH THIRD BANCORP | $589.9K | 9,143 | 0.00% | 2q | +159.4%+$362.5K |
| EP Wealth Advisors, LLC | $548.1K | 8,495 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $536.1K | 8,309 | 0.00% | 20q | -0.6%-$3.0K |
| Quantinno Capital Management LP | $478.7K | 7,419 | 0.00% | 2q | HELD |
| FIDUCIARY FINANCIAL GROUP, LLC | $466.0K | 7,222 | 0.05% | new | NEW |
| LFA - Lugano Financial Advisors SA | $443.1K | 6,868 | 0.27% | 30q | HELD |
| AMERIPRISE FINANCIAL INC | $429.9K | 6,663 | 0.00% | 3q | -71.5%-$1.1M |
| Arkadios Wealth Advisors | $374.0K | 5,797 | 0.01% | 5q | +0.8%+$2.8K |
| SCOTIA CAPITAL INC. | $372.0K | 5,765 | 0.00% | 14q | HELD |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | $362.9K | 5,625 | 0.01% | 10q | HELD |
| Chesley Taft & Associates LLC | $339.3K | 5,259 | 0.01% | 3q | -4.6%-$16.4K |
| Tradition Wealth Management, LLC | $327.0K | 5,068 | 0.02% | 7q | HELD |
| Three Bridge Wealth Advisors, LLC | $323.9K | 5,020 | 0.08% | 2q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $323.2K | 5,009 | 0.00% | 2q | -33.9%-$165.4K |
| Hilltop Holdings Inc. | $322.6K | 5,000 | 0.03% | 10q | HELD |
| LAUREL OAK WEALTH MANAGEMENT, LLC | $304.9K | 4,725 | 0.04% | 3q | -15.9%-$57.8K |
| RAYMOND JAMES FINANCIAL INC | $301.4K | 4,672 | 0.00% | 3q | +11.5%+$31.0K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $284.6K | 4,411 | 0.00% | 10q | +14.4%+$35.7K |
| SIMON QUICK ADVISORS, LLC | $282.9K | 4,385 | 0.01% | 4q | +5.5%+$14.7K |
| MML INVESTORS SERVICES, LLC | $278.1K | 4,311 | 0.00% | 3q | +5.9%+$15.4K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $254.8K | 3,948 | 0.03% | 3q | HELD |
| Foundations Investment Advisors, LLC | $253.0K | 3,921 | 0.00% | new | NEW |
| Portfolio Resources Advisor Group, Inc. | $208.1K | 3,225 | 0.18% | 3q | +43.4%+$63.0K |
| Geneos Wealth Management Inc. | $206.5K | 3,200 | 0.00% | 34q | HELD |
| OSAIC HOLDINGS, INC. | $194.7K | 3,017 | 0.00% | 26q | -14.1%-$31.9K |
| MERCER GLOBAL ADVISORS INC /ADV | $168.6K | 2,613 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $150.0K | 2,323 | 0.00% | 31q | -3.9%-$6.1K |
| Union Bancaire Privee, UBP SA | $145.3K | 3,000 | 0.00% | 3q | HELD |
| FRANKLIN RESOURCES INC | $141.9K | 2,200 | 0.00% | 31q | HELD |
| Qube Research & Technologies Ltd | $141.8K | 2,198 | 0.00% | 2q | +468.0%+$116.8K |
| CoreCap Advisors, LLC | $141.2K | 2,188 | 0.00% | 8q | HELD |
| Institute for Wealth Management, LLC. | $138.9K | 2,153 | 0.01% | new | NEW |
| NATIONAL BANK OF CANADA /FI/ | $128.9K | 2,001 | 0.00% | 8q | HELD |
| FMR LLC | $117.5K | 1,821 | 0.00% | 28q | HELD |
| Valor Advisors LLC | $110.7K | 1,715 | 0.08% | 3q | HELD |
| Mirae Asset Global Investments Co., Ltd. | $109.5K | 1,697 | 0.00% | new | NEW |
| COMPASS FINANCIAL MANAGEMENT LLC | $95.9K | 1,515 | 0.01% | new | FIRST |
| Murphy & Mullick Capital Management Corp | $67.4K | 1,045 | 0.04% | 7q | -14.0%-$11.0K |
| SBI Securities Co., Ltd. | $65.0K | 1,008 | 0.00% | 7q | -12.1%-$9.0K |
| BARCLAYS PLC | $43.9K | 681 | 0.00% | 13q | HELD |
| BANK OF MONTREAL /CAN/ | $41.1K | 637 | 0.00% | 16q | HELD |
| IFG Advisory, LLC | $28.3K | 438 | 0.00% | new | NEW |
| BLAIR WILLIAM & CO/IL | $12.9K | 200 | 0.00% | 13q | HELD |
| Federation des caisses Desjardins du Quebec | $11.9K | 185 | 0.00% | 23q | HELD |
| Ascentis Wealth Management, LLC | $7.7K | 2,723 | 0.00% | 7q | +6707.5%+$7.6K |
| Aventura Private Wealth, LLC | $7.4K | 114 | 0.00% | new | NEW |
| EverSource Wealth Advisors, LLC | $4.7K | 73 | 0.00% | 2q | HELD |
| WealthShield Partners, LLC | $3.3K | 51 | 0.00% | new | NEW |
| CENTRAL TRUST Co | $2.0K | 31 | 0.00% | new | NEW |
| TSFG, LLC | $2 | 38 | 0.00% | 30q | 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 2026 | 85 | $432.6M | 6,709,274 | 14 | 20 | 19 | 0.0% |
| Q1 2026 | 81 | $359.4M | 6,366,260 | 9 | 24 | 18 | 0.1% |
| Q4 2025 | 78 | $353.4M | 6,674,040 | 17 | 21 | 17 | 0.0% |
| Q3 2025 | 64 | $271.8M | 5,479,038 | 8 | 9 | 26 | 0.0% |
| Q2 2025 | 61 | $220.5M | 4,882,981 | 7 | 10 | 20 | 0.0% |
| Q1 2025 | 63 | $262.7M | 6,229,136 | 6 | 17 | 19 | 0.0% |
| Q4 2024 | 66 | $213.9M | 4,904,112 | 11 | 13 | 20 | 0.0% |
| Q3 2024 | 57 | $234.9M | 5,622,980 | 9 | 14 | 12 | 0.0% |
| Q2 2024 | 69 | $292.4M | 6,552,077 | 10 | 19 | 24 | 0.0% |
| Q1 2024 | 66 | $233.0M | 5,409,941 | 18 | 24 | 10 | 0.3% |
| Q4 2023 | 54 | $126.1M | 3,582,804 | 4 | 15 | 18 | 0.0% |
| Q3 2023 | 51 | $121.4M | 3,540,051 | 6 | 13 | 15 | 0.0% |
| Q2 2023 | 49 | $118.0M | 3,478,681 | 12 | 12 | 9 | 0.0% |
| Q1 2023 | 42 | $107.6M | 3,687,588 | 5 | 12 | 12 | 0.0% |
| Q4 2022 | 40 | $72.3M | 2,696,148 | 3 | 10 | 18 | 0.0% |
| Q3 2022 | 59 | $252.0M | 6,774,221 | 8 | 15 | 16 | 0.0% |
| Q2 2022 | 59 | $341.5M | 9,073,269 | 4 | 11 | 17 | 0.0% |
| Q1 2022 | 60 | $337.5M | 8,689,022 | 10 | 13 | 18 | 0.0% |
| Q4 2021 | 59 | $391.4M | 9,847,180 | 7 | 23 | 10 | 0.0% |
| Q3 2021 | 56 | $196.0M | 4,879,080 | 7 | 16 | 18 | 0.0% |
| Q2 2021 | 55 | $195.8M | 5,037,526 | 6 | 16 | 14 | 0.0% |
| Q1 2021 | 54 | $228.8M | 5,877,232 | 4 | 8 | 21 | 0.0% |
| Q4 2020 | 53 | $226.4M | 6,254,418 | 8 | 12 | 13 | 0.0% |
| Q3 2020 | 48 | $85.3M | 2,668,864 | 2 | 10 | 17 | 0.0% |
| Q2 2020 | 51 | $120.9M | 3,936,873 | 4 | 8 | 24 | 0.0% |
| Q1 2020 | 61 | $105.0M | 3,857,867 | 11 | 8 | 27 | 0.0% |
| Q4 2019 | 64 | $197.7M | 5,994,774 | 5 | 10 | 23 | 0.0% |
| Q3 2019 | 62 | $151.2M | 4,853,139 | 9 | 8 | 33 | 0.0% |
| Q2 2019 | 59 | $184.1M | 6,069,338 | 2 | 18 | 25 | 0.0% |
| Q1 2019 | 65 | $282.1M | 9,161,679 | 7 | 10 | 33 | 0.0% |
| Q4 2018 | 75 | $481.2M | 17,098,964 | 2 | 2 | 0 | 0.0% |