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Disclosery

HEWJ ISHARES TR

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CMN (fund)

64 managers (65 13F filers) reported a position in HEWJ shares at 2025-09-30, 5,324,202 shares in all. 8 filers opened a position and 5 filers sold out during the quarter.

Managers
64
13F filers
65
New
8
Added
13
Reduced
26
Sold out
5
Shares held by filers
5,324,202

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.2,291,569$113M<0.01%-78,20213F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\761,276$37.5M0.01%-26,47013F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP436,920$21.5M0.86%-17,71413F-HRTimeline
Modern Wealth Management, LLC383,981$18.9M0.37%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/255,189$12.6M<0.01%-12,56713F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY223,457$11M<0.01%-30,97113F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO155,119$7.64M<0.01%+153,01913F-HR/ATimelineGroup
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.113,068$5.57M0.04%new13F-HRTimeline
Humankind Investments LLC59,811$4.8M1.1%013F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …81,830$4.03M0.1%-7,70013F-HRTimelineGroup
Clarius Group, LLC80,255$3.95M0.23%-3,92813F-HRTimeline
LPL Financial LLC43,701$2.15M<0.01%-3,24713F-HRTimeline
UBS Group AGin group UBS Group AG39,384$1.94M<0.01%-23,69913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP32,729$1.63M<0.01%-20,98413F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\27,083$1.33M<0.01%-29013F-HRTimelineGroup
Foundations Investment Advisors, LLC27,038$1.33M0.02%new13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …27,004$1.33M0.08%-45,36413F-HRTimeline
Jackson Hole Capital Partners, LLC22,222$1.09M0.19%-1,15313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC20,145$992K<0.01%013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp18,421$907K<0.01%new13F-HRTimelineGroup
NATIXISin group Natixis Investment Managers16,871$831K<0.01%+16,87013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP16,015$789K<0.01%+96613F-HRTimelineGroup
Somerset Trust Co14,274$703K0.22%-23913F-HRTimeline
CIBC WORLD MARKET INC.13,162$648K<0.01%-1,93313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…9,840$485K<0.01%-27913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,424$464K<0.01%new13F-HRTimelineGroup
Ascentis Wealth Management, LLCgroup of 2 filers holding9,203$451K-133Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,969$442K<0.01%-1813F-HRTimelineGroup
Advisory Alpha, LLC8,569$420K0.01%+3,13913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,104$399K<0.01%-10713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,839$386K<0.01%+6,92013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS7,702$379K<0.01%new13F-HRTimelineGroup
SCOTIA CAPITAL INC.7,090$349K<0.01%013F-HRTimeline
Aspire Capital Advisors LLC6,998$345K0.09%-2,72313F-HRTimeline
LFA - Lugano Financial Advisors SA6,868$338K0.18%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,832$287K<0.01%013F-HRTimelineGroup
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…5,625$277K<0.01%013F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT5,226$257K0.01%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,000$246K0.01%013F-HRTimelineGroup
Tradition Wealth Management, LLC4,942$243K0.02%+2813F-HRTimeline
Arkadios Wealth Advisors4,935$243K0.01%+45313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC4,884$241K<0.01%+2313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,637$222K<0.01%+813F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC4,157$205K0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,751$185K<0.01%013F-HRTimeline
COMERICA BANK3,436$169K<0.01%-16313F-HRTimeline
Geneos Wealth Management Inc.3,200$158K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,413$118K<0.01%+12713F-HRTimelineGroup
CoreCap Advisors, LLC2,286$113K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources2,200$108K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,995$98.1K<0.01%-61013F-HRTimelineGroup
FMR LLCin group FMR LLC1,821$89.7K<0.01%-36013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,652$81.4K<0.01%-45313F-HRTimelineGroup
Murphy & Mullick Capital Management Corp1,179$61.5K0.05%+35813F-HRTimeline
Wealthspire Advisors, LLC997$49.1K<0.01%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC681$33.5K<0.01%013F-HR/ATimelineGroup
SBI Securities Co., Ltd.639$31.5K<0.01%-1,32413F-HRTimeline
4Thought Financial Group Inc.623$30.7K0.02%+613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…317$15.6K<0.01%+113F-HRTimelineGroup
TSFG, LLC283$14K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL200$9.85K<0.01%013F-HRTimeline
MAI Capital Management100$4.93K<0.01%-5013F-HRTimeline
Federation des caisses Desjardins du Qu…40$1.97K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…21$1.06K<0.01%013F-HRTimelineGroup