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Disclosery

HEWJ ISHARES TR

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CMN (fund)

65 managers (66 13F filers) reported a position in HEWJ shares at 2025-03-31, 6,308,614 shares in all. 6 filers opened a position and 11 filers sold out during the quarter.

Managers
65
13F filers
66
New
6
Added
17
Reduced
22
Sold out
11
Shares held by filers
6,308,614

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, 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
BlackRock, Inc.in group BlackRock, Inc.2,462,069$103M<0.01%+1,182,62513F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP1,353,974$56.8M0.96%+441,57713F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\940,969$39.5M0.02%+31,82113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/280,888$11.8M<0.01%+56,99813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY250,614$10.5M<0.01%+24,45513F-HRTimelineGroup
Humankind Investments LLC67,411$4.62M1.2%013F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …89,302$3.75M0.11%+7,14513F-HR/ATimelineGroup
Clarius Group, LLC84,183$3.53M0.22%new13F-HRTimeline
UBS Group AGin group UBS Group AG83,625$3.51M<0.01%-40,19313F-HRTimelineGroup
FLOW TRADERS U.S. LLC82,395$3.46M0.15%-36,43913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP57,855$2.45M<0.01%+17,24613F-HR/ATimelineGroup
LPL Financial LLC43,359$1.82M<0.01%-21,41413F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.41,603$1.74M0.02%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources40,369$1.69M<0.01%+38,16913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC38,491$1.61M<0.01%-34,31313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC36,776$1.54M<0.01%new13F-HR/ATimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …35,156$1.46M0.12%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\34,702$1.46M<0.01%-1,52513F-HRTimelineGroup
Aspire Capital Advisors LLC27,315$1.15M0.34%-36,82613F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC25,000$1.05M<0.01%+6,00013F-HRTimelineGroup
Jackson Hole Capital Partners, LLC23,375$980K0.19%-76613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP20,984$880K<0.01%013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,579$653K<0.01%-12,86513F-HR/ATimelineGroup
CIBC WORLD MARKET INC.15,095$633K<0.01%-3,98513F-HRTimeline
Somerset Trust Co15,092$633K0.23%+48213F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding9,086$381K+9,046Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,990$377K<0.01%-2913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,685$364K<0.01%-5,82213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,633$362K<0.01%-9213F-HRTimelineGroup
Rappaport Reiches Capital Management, L…7,800$327K0.08%+1,17513F-HRTimeline
LFA - Lugano Financial Advisors SA7,352$308K0.21%+72213F-HRTimeline
SCOTIA CAPITAL INC.7,090$297K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,832$245K<0.01%013F-HRTimelineGroup
Advisory Alpha, LLC5,754$241K0.01%-46813F-HR/ATimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…5,625$236K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,519$231K<0.01%-79,01313F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT5,226$219K0.01%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,000$210K0.01%013F-HRTimelineGroup
Tradition Wealth Management, LLC4,914$206K0.02%013F-HRTimeline
COMERICA BANK4,405$185K<0.01%+53613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,751$157K<0.01%+1513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,703$155K<0.01%-88213F-HRTimelineGroup
Geneos Wealth Management Inc.3,200$134K<0.01%-80013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,988$125K<0.01%-40013F-HR/ATimelineGroup
TD Waterhouse Canada Inc.2,845$118K<0.01%-2,39113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,380$99.8K<0.01%+1,27013F-HRTimelineGroup
CoreCap Advisors, LLC2,286$95.9K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC2,184$91.6K<0.01%-22413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,100$88.1K<0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.10,126$87.9K<0.01%+8,00913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,060$86.4K<0.01%-20913F-HRTimelineGroup
Glass Jacobson Investment Advisors llc1,043$44.4K0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp821$34.4K0.03%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC681$28.6K<0.01%013F-HR/ATimelineGroup
Beacon Capital Management, LLC665$27.9K<0.01%013F-HRTimeline
4Thought Financial Group Inc.612$25.7K0.02%-2713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…329$13.8K<0.01%+28313F-HRTimelineGroup
TSFG, LLC283$12K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL200$8.39K<0.01%013F-HRTimeline
MAI Capital Management150$6.29K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd73$3.06K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…40$1.68K<0.01%013F-HRTimeline
NATIXISin group Natixis Investment Managers1$42<0.01%-31,40713F-HR/ATimelineGroup
VEGA INVESTMENT SOLUTIONS1$42<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.