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Disclosery

EWC ISHARES INC

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MSCI CDA ETF (fund)

298 managers (299 13F filers) reported a position in EWC shares at 2025-06-30, 54,208,834 shares in all. 42 filers opened a position and 40 filers sold out during the quarter.

Managers
298
13F filers
299
New
42
Added
81
Reduced
95
Sold out
40
Shares held by filers
54,208,834

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Bank Julius Baer & Co. Ltd, Zurich4,883$226K<0.01%013F-HR/ATimeline
Steward Partners Investment Advisory, L…4,881$226K<0.01%-2,51413F-HRTimeline
Yoffe Investment Management, LLC4,869$225K0.31%new13F-HRTimeline
Vantage Financial Partners, LLC4,661$215K0.05%new13F-HRTimeline
Institute for Wealth Management, LLC.4,654$215K0.02%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth4,643$214K<0.01%new13F-HRTimelineGroup
Element Wealth, LLC4,592$212K0.1%-33413F-HRTimeline
TWO SIGMA SECURITIES, LLC4,555$210K0.03%new13F-HRTimeline
Wedmont Private Capital4,558$210K0.01%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC4,523$209K0.01%new13F-HRTimelineGroup
Lunt Capital Management, Inc.4,505$208K0.08%-62813F-HRTimeline
J.W. COLE ADVISORS, INC.4,482$207K<0.01%new13F-HRTimeline
CENTRAL TRUST Co4,270$197K<0.01%013F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD3,307$153K<0.01%-19613F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,146$145K<0.01%+2813F-HRTimeline
EP Wealth Advisors, LLC3,044$141K<0.01%-12713F-HRTimeline
Rosenberg Matthew Hamilton2,967$137K0.03%-5613F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.2,890$133K0.09%-26413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,768$128K<0.01%+6313F-HRTimelineGroup
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …2,664$123K0.02%new13F-HRTimelineGroup
EASTERN BANK2,477$114K<0.01%-3213F-HRTimeline
Viewpoint Capital Management LLC2,470$114K0.06%013F-HRTimeline
MAI Capital Management2,228$103K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC2,151$99K<0.01%+45913F-HRTimelineGroup
Pacifica Partners Inc.2,150$98K0.04%+7313F-HRTimeline
Promus Capital, LLC2,107$97.3K0.06%-5413F-HR/ATimeline
ROTHSCHILD INVESTMENT LLC2,089$96.5K0.01%-1,60513F-HRTimeline
CoreCap Advisors, LLC1,973$91.2K<0.01%+50013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,600$74K<0.01%-9513F-HRTimelineGroup
PRIVATE TRUST CO NA1,296$59.9K0.01%-2813F-HRTimeline
WHITTIER TRUST CO1,213$56K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,208$55.8K<0.01%+76213F-HRTimeline
IFP Advisors, Inc1,190$55K<0.01%-1,18113F-HRTimeline
Rice Partnership, LLC1,106$51.1K0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc1,054$48.7K0.02%013F-HRTimeline
Smithfield Trust Co936$43K<0.01%-20513F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management900$41.6K0.01%013F-HRTimelineGroup
Tacita Capital Inc855$39.5K0.03%013F-HRTimeline
MeadowBrook Investment Advisors LLC843$38.9K0.03%013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK806$37.3K<0.01%-20013F-HRTimelineGroup
Indiana Trust & Investment Management Co800$37K0.01%013F-HRTimeline
Allworth Financial LP781$36.1K<0.01%+5613F-HRTimeline
HM PAYSON & CO740$34.2K<0.01%013F-HRTimeline
REAP Financial Group, LLC673$31.1K0.01%+413F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC650$30K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.650$30K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC600$27.7K<0.01%013F-HRTimelineGroup
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise586$27K<0.01%-60713F-HRTimelineGroup
North Capital, Inc.565$26.1K0.02%013F-HRTimeline
JNBA Financial Advisors520$24K<0.01%+1513F-HRTimeline
ATWOOD & PALMER INC500$23.1K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC500$23.1K<0.01%013F-HRTimeline
Dunhill Financial, LLC441$20.4K0.01%+10313F-HRTimeline
Capital Investment Advisory Services, L…433$20K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP411$19K<0.01%new13F-HRTimelineGroup
Security National Bank409$18.9K<0.01%013F-HRTimeline
4Thought Financial Group Inc.409$18.9K0.01%+613F-HRTimeline
Garde Capital, Inc.408$18.9K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.400$18.5K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…342$15.8K<0.01%-1613F-HRTimelineGroup
GPS Wealth Strategies Group, LLC320$14.8K<0.01%+213F-HRTimeline
HARBOUR INVESTMENTS, INC.293$13.5K<0.01%+20413F-HRTimeline
Rialto Wealth Management, LLC278$12.8K<0.01%-16513F-HRTimeline
Murphy & Mullick Capital Management Corp268$12.4K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC258$11.9K<0.01%-6113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC244$11.3K<0.01%+12113F-HRTimelineGroup
Breakwater Investment Management242$11.2K<0.01%013F-HRTimeline
Blue Trust, Inc.201$9.29K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC173$7.99K<0.01%+1613F-HRTimeline
AMERIFLEX GROUP, INC.166$7.62K<0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …160$7.39K<0.01%013F-HRTimelineGroup
Delos Wealth Advisors, LLC142$6.56K0.01%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.133$6.14K<0.01%new13F-HRTimelineGroup
Covestor Ltd146$6K<0.01%-3113F-HRTimeline
Aventura Private Wealth, LLC118$5.45K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC107$4.88K<0.01%013F-HRTimeline
Rossby Financial, LCC89$4.11K<0.01%013F-HRTimeline
Archer Investment Corp87$4K<0.01%+113F-HRTimeline
Salomon & Ludwin, LLC73$3.38K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC73$3.37K<0.01%-7313F-HRTimeline
Sound Income Strategies, LLC68$3.14K<0.01%-813F-HRTimeline
AE Wealth Management LLC65$3K<0.01%-1913F-HRTimeline
Coston, McIsaac & Partners73$3K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC58$2.68K<0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC56$2.57K<0.01%+113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…53$2.46K<0.01%013F-HRTimelineGroup
Bangor Savings Bank51$2.36K<0.01%013F-HRTimeline
Headlands Technologies LLC39$1.8K<0.01%new13F-HRTimeline
Bellwether Advisors, LLC39$1.8K<0.01%013F-HRTimeline
Founders Capital Management37$1.71K<0.01%013F-HRTimeline
Larson Financial Group LLC35$1.62K<0.01%013F-HRTimeline
Legacy Investment Solutions, LLC26$1.2K<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…26$1.2K<0.01%013F-HRTimelineGroup
Avion Wealth36$1K<0.01%013F-HR/ATimeline
Glen Eagle Advisors, LLC18$845<0.01%013F-HRTimeline
Horizon Investments, LLC12$554<0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC3$139<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-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