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Disclosery

EWC ISHARES INC

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MSCI CDA ETF (fund)

291 managers (294 13F filers) reported a position in EWC shares at 2024-12-31, 50,154,745 shares in all. 36 filers opened a position and 26 filers sold out during the quarter.

Managers
291
13F filers
294
New
36
Added
92
Reduced
85
Sold out
26
Shares held by filers
50,154,745

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,434$138K<0.01%-1613F-HRTimeline
QUADRANT CAPITAL GROUP LLC3,406$137K0.01%013F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD3,334$134K<0.01%-2,85413F-HRTimelineGroup
Promus Capital, LLC3,058$123K0.09%13F-HR/ATimeline
Rosenberg Matthew Hamilton3,023$122K0.03%013F-HRTimeline
IFP Advisors, Inc2,873$116K<0.01%+1,68313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,720$111K<0.01%+22013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC2,640$106K<0.01%+1,04013F-HRTimelineGroup
Viewpoint Capital Management LLC2,470$99.5K0.05%013F-HRTimeline
Pacifica Partners Inc.2,077$83.9K0.04%-9013F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,050$82.6K0.01%new13F-HRTimeline
REAP Financial Group, LLC1,901$76.6K0.02%-95513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,900$76.6K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,692$68K<0.01%-15013F-HRTimelineGroup
CoreCap Advisors, LLC1,473$59.4K<0.01%-27013F-HRTimeline
PRIVATE TRUST CO NA1,410$56.8K0.01%-2,37113F-HRTimeline
Continuum Advisory, LLC1,306$52.6K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,259$50.7K<0.01%-1,27613F-HRTimeline
Smithfield Trust Co1,244$49K<0.01%013F-HRTimeline
WHITTIER TRUST CO1,213$48.9K<0.01%-46913F-HRTimeline
Rice Partnership, LLC1,106$44.6K0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc1,054$42.5K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Van Hulzen Asset Management, LLC950$38.3K<0.01%new13F-HRTimeline
Tacita Capital Inc855$34.5K0.02%013F-HRTimeline
MeadowBrook Investment Advisors LLC843$34K0.03%013F-HRTimeline
Hexagon Capital Partners LLC801$32.3K0.01%+1113F-HRTimeline
Indiana Trust & Investment Management Co800$32.2K0.01%013F-HRTimeline
Venturi Wealth Management, LLC790$31.8K<0.01%013F-HRTimeline
HM PAYSON & CO740$29.8K<0.01%+37013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC650$26.2K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.650$26.2K0.01%13F-HR/ATimeline
MAI Capital Management608$24.5K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC600$24.2K<0.01%013F-HRTimelineGroup
Quent Capital, LLC570$23K<0.01%new13F-HRTimeline
CGC Financial Services, LLC565$22.8K0.01%013F-HRTimeline
JNBA Financial Advisors505$20.4K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC500$20.1K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…452$18.2K<0.01%+43313F-HRTimelineGroup
Rialto Wealth Management, LLC443$17.9K0.01%13F-HRTimeline
Creative Capital Management Investments…419$16.9K0.01%new13F-HRTimeline
4Thought Financial Group Inc.413$16.6K0.01%+713F-HRTimeline
TUCKER ASSET MANAGEMENT LLC412$16.6K<0.01%+21213F-HRTimeline
Security National Bank409$16.5K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.400$16.1K<0.01%013F-HR/ATimeline
Park Place Capital Corp400$16.1K<0.01%013F-HRTimeline
Dunhill Financial, LLC338$13.6K0.01%+413F-HRTimeline
Aptus Capital Advisors, LLC319$12.8K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC318$12.8K<0.01%+413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…312$12.6K<0.01%+2013F-HRTimelineGroup
Murphy & Mullick Capital Management Corp268$10.8K0.01%13F-HRTimeline
Truvestments Capital LLC256$10.3K<0.01%new13F-HRTimeline
ADIRONDACK TRUST CO250$10.1K<0.01%013F-HRTimeline
Allworth Financial LP243$9.98K<0.01%-10413F-HRTimeline
Breakwater Investment Management242$9.75K<0.01%013F-HR/ATimeline
Winch Advisory Services, LLC214$8.64K<0.01%+313F-HRTimeline
LGT Financial Advisors LLC168$6.76K0.01%+213F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …160$6.45K<0.01%new13F-HRTimelineGroup
Archer Investment Corp159$6.39K<0.01%+313F-HRTimeline
Iron Horse Wealth Management, LLC157$6.33K<0.01%013F-HRTimeline
JDM Financial Group LLC150$6.04K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.149$6K<0.01%013F-HRTimeline
Covestor Ltd149$6K<0.01%+3113F-HRTimeline
Delos Wealth Advisors, LLC142$5.72K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC123$4.96K<0.01%+1813F-HRTimelineGroup
Aventura Private Wealth, LLC118$4.75K<0.01%13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.116$4.67K<0.01%-30113F-HRTimeline
Smartleaf Asset Management LLC107$4.29K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.81$3.26K<0.01%+113F-HRTimeline
Sound Income Strategies, LLC76$3.06K<0.01%-11313F-HRTimeline
Cedar Mountain Advisors, LLC76$3.06K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC73$2.94K<0.01%013F-HRTimeline
AE Wealth Management LLC66$2.66K<0.01%new13F-HRTimeline
Investors Research Corp63$2.54K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC55$2.23K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…53$2.13K<0.01%+313F-HRTimelineGroup
Bangor Savings Bank51$2.06K<0.01%013F-HRTimeline
Coston, McIsaac & Partners73$2K<0.01%013F-HRTimeline
SIGNATUREFD, LLC42$1.69K<0.01%013F-HRTimeline
Bellwether Advisors, LLC39$1.57K<0.01%new13F-HRTimeline
Founders Capital Management37$1.49K<0.01%013F-HRTimeline
GoalVest Advisory LLC34$1.37K<0.01%new13F-HRTimeline
Legacy Investment Solutions, LLC26$1.08K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…26$1.08K<0.01%013F-HRTimelineGroup
Avion Wealth36$1K<0.01%013F-HRTimeline
PSI Advisors, LLC24$968<0.01%-10313F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…20$821<0.01%013F-HRTimeline
Horizon Investments, LLC20$806<0.01%-113F-HRTimeline
Glen Eagle Advisors, LLC18$737<0.01%013F-HRTimeline
North Ridge Wealth Advisors, Inc.15$605<0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC3$121<0.01%new13F-HR/ATimeline
Wood Tarver Financial Group, LLC14$00%13F-HRTimelineValue filed as zero, left out of ratios.

Events

  • BlackRock Portfolio Management LLC reported 31,354,855 EWC shares, 26.1% of the class, as of 2026-09-30, in a 13G/A filed 2026-10-05. 0002052113-26-000892

    Accepted , ingested