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Disclosery

HEWJ ISHARES TR

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CMN (fund)

63 managers (64 13F filers) reported a position in HEWJ shares at 2025-06-30, 4,911,133 shares in all. 7 filers opened a position and 8 filers sold out during the quarter.

Managers
63
13F filers
64
New
7
Added
10
Reduced
23
Sold out
8
Shares held by filers
4,911,133

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 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
BlackRock, Inc.in group BlackRock, Inc.2,369,771$106M<0.01%-92,29813F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\787,746$35.3M0.01%-153,22313F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP454,634$20.4M0.82%-899,34013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/267,756$12M<0.01%-13,13213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY254,428$11.4M<0.01%+3,81413F-HRTimelineGroup
Humankind Investments LLC59,811$4.48M1.09%-7,60013F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …89,530$4.01M0.11%+22813F-HRTimelineGroup
Clarius Group, LLC84,183$3.77M0.22%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …72,368$3.24M0.21%+37,21213F-HR/ATimeline
UBS Group AGin group UBS Group AG63,083$2.83M<0.01%-20,54213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP53,713$2.43M<0.01%-4,14213F-HRTimelineGroup
LPL Financial LLC46,948$2.1M<0.01%+3,58913F-HRTimeline
FLOW TRADERS U.S. LLC40,274$1.8M0.07%-42,12113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\27,373$1.23M<0.01%-7,32913F-HRTimelineGroup
Jackson Hole Capital Partners, LLC23,375$1.05M0.19%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC20,145$902K<0.01%+4,56613F-HRTimelineGroup
CIBC WORLD MARKET INC.15,095$676K<0.01%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP15,049$674K<0.01%-5,93513F-HRTimelineGroup
Somerset Trust Co14,513$650K0.21%-57913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,119$453K<0.01%new13F-HR/ATimelineGroup
Aspire Capital Advisors LLC9,721$435K0.12%-17,59413F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding9,336$418K+250Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,987$403K<0.01%-313F-HRTimelineGroup
Leo Wealth, LLC8,465$379K0.03%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,211$368K<0.01%-42213F-HRTimelineGroup
SCOTIA CAPITAL INC.7,090$318K<0.01%013F-HRTimeline
LFA - Lugano Financial Advisors SA6,868$305K0.18%-48413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,832$261K<0.01%013F-HRTimelineGroup
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…5,625$252K<0.01%013F-HRTimelineGroup
Advisory Alpha, LLC5,430$243K0.01%-32413F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT5,226$234K0.01%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,000$224K0.01%013F-HRTimelineGroup
Tradition Wealth Management, LLC4,914$220K0.02%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC4,861$218K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,629$207K<0.01%+92613F-HR/ATimelineGroup
Arkadios Wealth Advisors4,482$201K0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,751$168K<0.01%013F-HRTimeline
COMERICA BANK3,599$161K<0.01%-80613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,531$158K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.3,200$143K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,605$117K<0.01%+22513F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,286$103K<0.01%-70213F-HR/ATimelineGroup
CoreCap Advisors, LLC2,286$102K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources2,200$98.5K<0.01%-38,16913F-HRTimelineGroup
FMR LLCin group FMR LLC2,181$97.7K<0.01%-313F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,105$94.3K<0.01%+4513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,100$94.1K<0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.1,963$87.9K<0.01%-8,16313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN919$41.2K<0.01%-4,60013F-HRTimelineGroup
Murphy & Mullick Capital Management Corp821$36.8K0.03%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC681$30.5K<0.01%013F-HR/ATimelineGroup
Beacon Capital Management, LLC665$29.8K<0.01%013F-HRTimeline
4Thought Financial Group Inc.617$27.6K0.01%+513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…316$14.2K<0.01%-1313F-HRTimelineGroup
TSFG, LLC283$13K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL200$8.96K<0.01%013F-HRTimeline
MAI Capital Management150$6.72K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…40$1.79K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…21$954<0.01%new13F-HRTimelineGroup
JNBA Financial Advisors20$882<0.01%new13F-HRTimeline
NATIXISin group Natixis Investment Managers1$45<0.01%013F-HRTimelineGroup
VEGA INVESTMENT SOLUTIONS1$45<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.