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Disclosery

HEWJ ISHARES TR

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CMN (fund)

85 managers (86 13F filers) reported a position in HEWJ shares at 2026-06-30, 6,701,513 shares in all. 14 filers opened a position and 10 filers sold out during the quarter.

Managers
85
13F filers
86
New
14
Added
23
Reduced
20
Sold out
10
Shares held by filers
6,701,513

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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 OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,890,942$122M0.01%+225,24613F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.881,345$56.9M<0.01%+85513F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\730,487$47.1M0.01%-6,79513F-HRTimelineGroup
Modern Wealth Management, LLC670,038$43.2M0.52%-9,92713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO468,047$30M<0.01%-57,22113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY445,357$28.7M<0.01%+235,82713F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP295,885$19.1M0.67%-47,91213F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.173,243$11.2M0.07%013F-HRTimeline
UBS Group AGgroup of 2 filers holding150,393$9.7M+79,695Timeline
TD Waterhouse Canada Inc.125,349$8.09M0.02%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP95,803$6.18M0.01%-6,43713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC91,578$5.91M<0.01%-21713F-HRTimelineGroup
Williams Jones Wealth Management, LLC.62,520$4.03M0.05%-33013F-HRTimeline
LPL Financial LLC43,039$2.78M<0.01%+1,10413F-HRTimeline
GTS SECURITIES LLC38,022$2.45M0.05%+3,37413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN36,278$2.34M<0.01%+5,58613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP34,187$2.18M<0.01%-1,85613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC31,212$2.01M<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\28,435$1.83M<0.01%+74113F-HRTimelineGroup
NATIXISin group Natixis Investment Managers27,913$1.8M0.01%+10,36513F-HRTimelineGroup
NewEdge Advisors, LLC20,774$1.34M<0.01%+8,12313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC20,703$1.34M<0.01%new13F-HRTimelineGroup
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …20,530$1.32M0.03%013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp18,421$1.19M<0.01%+113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,764$1.02M<0.01%-69,19513F-HRTimelineGroup
Somerset Trust Co14,839$957K0.27%+12013F-HRTimeline
Cetera Investment Advisers14,021$905K<0.01%new13F-HRTimeline
CIBC WORLD MARKET INC.12,068$779K<0.01%013F-HRTimeline
Robertson Stephens Wealth Management, L…11,730$757K0.02%+6,19713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…11,631$750K<0.01%013F-HRTimelineGroup
Vise Technologies, Inc.11,116$717K0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,588$683K<0.01%013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS10,165$656K<0.01%+1,75613F-HRTimelineGroup
Advisory Alpha, LLC10,035$647K0.02%-1713F-HRTimeline
INTREPID FAMILY OFFICE LLC10,000$645K0.59%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…9,143$590K<0.01%+5,61813F-HRTimelineGroup
EP Wealth Advisors, LLC8,495$548K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,309$536K<0.01%-4713F-HRTimelineGroup
Quantinno Capital Management LP7,419$479K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC7,222$466K0.05%new13F-HRTimeline
LFA - Lugano Financial Advisors SA6,868$443K0.27%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,663$430K<0.01%-5,04413F-HRTimelineGroup
Arkadios Wealth Advisors5,797$374K0.01%+4413F-HRTimeline
SCOTIA CAPITAL INC.5,765$372K<0.01%013F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…5,625$363K0.01%013F-HRTimelineGroup
Chesley Taft & Associates LLC5,259$339K0.01%-25413F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT5,226$337K0.01%013F-HR/ATimeline
Tradition Wealth Management, LLC5,068$327K0.02%013F-HRTimeline
Three Bridge Wealth Advisors, LLC5,020$324K0.08%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,009$323K<0.01%-2,56413F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,000$323K0.03%013F-HRTimelineGroup
LAUREL OAK WEALTH MANAGEMENT, LLC4,725$305K0.04%-89613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,672$301K<0.01%+48013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,411$285K<0.01%+55413F-HRTimeline
SIMON QUICK ADVISORS, LLC4,385$283K0.01%+22813F-HRTimeline
MML INVESTORS SERVICES, LLC4,311$278K<0.01%+23913F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,948$255K0.03%013F-HRTimeline
Foundations Investment Advisors, LLC3,921$253K<0.01%new13F-HRTimeline
Portfolio Resources Advisor Group, Inc.3,225$208K0.18%+97613F-HRTimeline
Geneos Wealth Management Inc.3,200$206K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,017$195K<0.01%-49413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,323$150K<0.01%-9413F-HRTimelineGroup
Union Bancaire Privee, UBP SA3,000$145K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources2,200$142K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd2,198$142K<0.01%+1,81113F-HRTimeline
CoreCap Advisors, LLC2,188$141K<0.01%013F-HRTimeline
Institute for Wealth Management, LLC.2,153$139K0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,001$129K<0.01%+613F-HRTimelineGroup
FMR LLCin group FMR LLC1,821$118K<0.01%013F-HRTimelineGroup
Valor Advisors LLC1,715$111K0.08%013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…1,697$109K<0.01%new13F-HRTimelineGroup
COMPASS FINANCIAL MANAGEMENT LLC1,515$95.9K0.01%13F-HRTimeline
Murphy & Mullick Capital Management Corp1,045$67.4K0.04%-17013F-HRTimeline
SBI Securities Co., Ltd.1,008$65K<0.01%-13913F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC681$43.9K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/637$41.1K<0.01%013F-HRTimelineGroup
IFG Advisory, LLC438$28.3K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL200$12.9K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…185$11.9K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC114$7.36K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…73$4.71K<0.01%013F-HRTimelineGroup
WealthShield Partners, LLC51$3.29K<0.01%new13F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding40$2.58K-13,628Timeline
CENTRAL TRUST Co31$2K<0.01%new13F-HRTimeline
TSFG, LLC38$2K<0.01%013F-HRTimeline