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Disclosery

EWC ISHARES INC

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MSCI CDA ETF (fund)

293 managers (295 13F filers) reported a position in EWC shares at 2025-03-31, 53,261,085 shares in all. 42 filers opened a position and 41 filers sold out during the quarter.

Managers
293
13F filers
295
New
42
Added
61
Reduced
99
Sold out
41
Shares held by filers
53,261,085

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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, LLC3,118$127K<0.01%-31613F-HRTimeline
Rosenberg Matthew Hamilton3,023$123K0.03%013F-HRTimeline
EASTERN BANK2,509$102K<0.01%-7,52013F-HRTimeline
Viewpoint Capital Management LLC2,470$101K0.05%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,705$101K<0.01%-1513F-HRTimelineGroup
IFP Advisors, Inc2,371$96.6K<0.01%-50213F-HRTimeline
MAI Capital Management2,228$90.8K<0.01%+1,62013F-HRTimeline
Promus Capital, LLC2,161$88.1K0.07%-89713F-HR/ATimeline
Pacifica Partners Inc.2,077$84.4K0.04%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,900$77.4K<0.01%013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC1,695$69K<0.01%-94513F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,692$69K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC1,473$60K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,324$54K0.01%-8613F-HRTimeline
ABOUND FINANCIAL, LLC1,233$50.2K0.03%new13F-HRTimeline
WHITTIER TRUST CO1,213$49.4K<0.01%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise1,193$49K<0.01%13F-HRTimelineGroup
Smithfield Trust Co1,141$46K<0.01%-10313F-HRTimeline
Rice Partnership, LLC1,106$45.1K0.01%013F-HRTimeline
Continuum Advisory, LLC1,093$44.5K0.01%-21313F-HRTimeline
Glass Jacobson Investment Advisors llc1,054$42.5K0.01%013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK1,006$41.2K<0.01%-26,11913F-HRTimelineGroup
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management900$36.7K0.01%13F-HRTimelineGroup
Tacita Capital Inc855$34.8K0.03%013F-HRTimeline
MeadowBrook Investment Advisors LLC843$34.4K0.03%013F-HRTimeline
Hexagon Capital Partners LLC814$33.2K0.01%+1313F-HRTimeline
Indiana Trust & Investment Management Co800$32.6K0.01%013F-HRTimeline
Allworth Financial LP725$30.5K<0.01%+48213F-HRTimeline
HM PAYSON & CO740$30.2K<0.01%013F-HRTimeline
REAP Financial Group, LLC669$27.3K0.01%-1,23213F-HRTimeline
Wayfinding Financial, LLC666$27K0.01%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC650$26.5K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.650$26.5K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC600$24.4K<0.01%013F-HRTimelineGroup
North Capital, Inc.565$23K0.02%13F-HRTimeline
JNBA Financial Advisors505$20.6K<0.01%013F-HRTimeline
ATWOOD & PALMER INC500$20.4K<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC500$20.4K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB446$18.2K<0.01%-81313F-HRTimeline
Rialto Wealth Management, LLC443$18.1K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…433$17.6K<0.01%new13F-HRTimeline
Security National Bank409$16.7K<0.01%013F-HRTimeline
Garde Capital, Inc.408$16.6K<0.01%new13F-HRTimeline
4Thought Financial Group Inc.403$16.4K0.01%-1013F-HRTimeline
SOA Wealth Advisors, LLC.400$16.3K<0.01%013F-HRTimeline
Park Place Capital Corp400$16.3K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…358$14.6K<0.01%+4613F-HRTimelineGroup
Dunhill Financial, LLC338$13.8K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC319$13K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC318$13K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp268$10.9K0.01%013F-HRTimeline
ADIRONDACK TRUST CO250$10.2K<0.01%013F-HRTimeline
Breakwater Investment Management242$9.86K<0.01%013F-HRTimeline
Blue Trust, Inc.201$8.19K<0.01%new13F-HRTimeline
Covestor Ltd177$7K<0.01%+2813F-HRTimeline
AMERIFLEX GROUP, INC.166$6.76K<0.01%new13F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …160$6.52K<0.01%013F-HRTimelineGroup
Iron Horse Wealth Management, LLC157$6.4K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.148$6K<0.01%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC147$5.99K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC146$5.95K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC123$4.96K<0.01%013F-HRTimelineGroup
Aventura Private Wealth, LLC118$4.81K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.116$4.73K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC107$4.34K<0.01%013F-HRTimeline
Rossby Financial, LCC89$3.74K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.89$3.63K<0.01%new13F-HRTimeline
Archer Investment Corp86$3.5K<0.01%-7313F-HRTimeline
AE Wealth Management LLC84$3.42K<0.01%+1813F-HRTimeline
Center for Financial Planning, Inc.81$3.29K<0.01%013F-HRTimeline
Sound Income Strategies, LLC76$3.1K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC73$2.98K<0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …72$2.93K0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC55$2.25K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…53$2.15K<0.01%013F-HRTimelineGroup
Bangor Savings Bank51$2.08K<0.01%013F-HRTimeline
True Wealth Design, LLC50$2.04K<0.01%new13F-HRTimeline
Coston, McIsaac & Partners73$2K<0.01%013F-HRTimeline
SIGNATUREFD, LLC42$1.71K<0.01%013F-HRTimeline
Bellwether Advisors, LLC39$1.59K<0.01%013F-HRTimeline
Founders Capital Management37$1.51K<0.01%013F-HRTimeline
Larson Financial Group LLC35$1.43K<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp28$1.14K<0.01%new13F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…26$1.06K<0.01%013F-HRTimelineGroup
Avion Wealth36$1K<0.01%013F-HRTimeline
PSI Advisors, LLC24$978<0.01%013F-HRTimeline
Farther Finance Advisors, LLC19$781<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC18$745<0.01%013F-HRTimeline
Orion Capital Management LLC17$693<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.15$620<0.01%-14,01913F-HRTimeline
Plante Moran Financial Advisors, LLC11$448<0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC3$123<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-2013F-HRTimelineValue filed as zero, left out of ratios. Amount 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