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Disclosery

HAWX ISHARES TR

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MSCI ACWI EXUS (fund)

45 managers (45 13F filers) reported a position in HAWX shares at 2024-12-31, 4,902,215 shares in all. 6 filers opened a position and 3 filers sold out during the quarter.

Managers
45
13F filers
45
New
6
Added
17
Reduced
8
Sold out
3
Shares held by filers
4,902,215

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

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

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
Financial Advisors, LLC1,751,619$56.4M10.82%+4,95813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC567,670$18.3M0.39%-3,09313F-HRTimeline
SCOTIA CAPITAL INC.478,987$15.4M0.08%+27,01613F-HRTimeline
LPL Financial LLC417,378$13.4M0.01%+97,08513F-HRTimeline
Wolf Group Capital Advisors351,099$9.99M4.84%013F-HRTimeline
Prime Capital Investment Advisors, LLC294,161$9.47M0.14%-8,87213F-HRTimeline
Mariner, LLCin group Mariner, LLC178,030$5.73M0.01%+3,57413F-HRTimelineGroup
Advisory Resource Group158,668$5.11M1.08%+8,19613F-HRTimeline
Empowered Funds, LLC139,921$4.51M0.07%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…93,977$3.03M0.1%+30,28213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/67,661$2.18M<0.01%+39,91113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC65,310$2.1M<0.01%13F-HR/ATimelineGroup
Independent Advisor Alliance52,548$1.69M0.02%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.44,373$1.43M0.01%+10,67013F-HRTimelineGroup
PKS Advisory Services, LLC27,575$888K0.22%13F-HRTimeline
NewEdge Advisors, LLC22,739$732K<0.01%+21113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…20,975$676K0.02%+10,54113F-HRTimelineGroup
AE Wealth Management LLC19,918$642K0.01%-3,72513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…17,609$567K<0.01%new13F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,895$544K<0.01%+10,60413F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.15,338$494K<0.01%-49513F-HRTimeline
Arizona PSPRS Trust14,300$461K0.01%new13F-HR/ATimeline
Focus Partners Wealthin group Focus Partners Wealth13,862$446K<0.01%-36413F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,813$380K<0.01%-6,65413F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…9,774$315K<0.01%-1,14113F-HRTimeline
Private Advisor Group, LLC9,188$296K<0.01%+6213F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.8,489$273K0.08%+3113F-HRTimeline
Advisory Services Network, LLC8,116$261K<0.01%new13F-HRTimeline
Redwood Financial Network Corp6,312$203K0.15%+23013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO6,302$203K<0.01%013F-HRTimeline
Parallel Advisors, LLC3,301$106K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.1,485$47.8K<0.01%-29513F-HRTimeline
Aptus Capital Advisors, LLC1,304$42K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,303$42K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,005$32.4K<0.01%+1,00513F-HRTimelineGroup
FMR LLCin group FMR LLC937$30.2K<0.01%+813F-HRTimelineGroup
WASHINGTON TRUST Co665$21.4K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc644$20.7K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
UBS Group AGin group UBS Group AG583$18.8K<0.01%+34113F-HRTimelineGroup
SIGNATUREFD, LLC176$5.67K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC105$3.38K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC66$2.13K<0.01%13F-HRTimeline
HARBOUR INVESTMENTS, INC.33$1.06K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$63<0.01%013F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.