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Disclosery

HEWJ ISHARES TR

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CMN (fund)

79 managers (81 13F filers) reported a position in HEWJ shares at 2025-12-31, 6,690,689 shares in all. 19 filers opened a position and 6 filers sold out during the quarter.

Managers
79
13F filers
81
New
19
Added
22
Reduced
20
Sold out
6
Shares held by filers
6,690,689

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
BlackRock, Inc.in group BlackRock, Inc.3,311,216$174M<0.01%+1,019,64713F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\804,420$42.4M0.01%+43,14413F-HRTimelineGroup
Modern Wealth Management, LLC390,739$20.6M0.38%+6,75813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO369,431$19.5M<0.01%+214,31213F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP361,583$19.1M0.71%-75,33713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/241,322$12.7M<0.01%-13,86713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY229,868$12.1M<0.01%+6,41113F-HR/ATimelineGroup
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.172,172$9.09M0.06%+59,10413F-HRTimeline
Humankind Investments LLC59,811$4.83M2.17%013F-HRTimeline
Clarius Group, LLC80,255$4.23M0.24%013F-HRTimeline
Williams Jones Wealth Management, LLC.66,550$3.51M0.04%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC50,032$2.64M<0.01%new13F-HRTimelineGroup
LPL Financial LLC43,481$2.29M<0.01%-22013F-HRTimeline
UBS Group AGgroup of 2 filers holding42,580$2.24M+3,196Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP31,640$1.67M<0.01%-1,08913F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\27,283$1.44M<0.01%+20013F-HRTimelineGroup
Jackson Hole Capital Partners, LLC22,072$1.16M0.2%-15013F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …20,530$1.08M0.03%-61,30013F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC20,245$1.07M<0.01%+10013F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp18,420$971K<0.01%-113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP16,598$875K<0.01%+58313F-HRTimelineGroup
NATIXISin group Natixis Investment Managers16,595$875K<0.01%-27613F-HRTimelineGroup
FLOW TRADERS U.S. LLC15,776$831K0.03%new13F-HRTimeline
Somerset Trust Co14,474$763K0.23%+20013F-HRTimeline
CIBC WORLD MARKET INC.13,122$692K<0.01%-4013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…11,631$613K<0.01%+5,79913F-HRTimelineGroup
NewEdge Advisors, LLC10,900$574K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,418$549K<0.01%+57813F-HR/ATimelineGroup
Advisory Alpha, LLC10,063$530K0.01%+1,49413F-HRTimeline
INTREPID FAMILY OFFICE LLC10,000$527K0.51%new13F-HRTimeline
GTS SECURITIES LLC9,457$498K0.02%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC9,380$494K<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC9,246$487K<0.01%new13F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding9,049$467K-154Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,433$444K<0.01%-53613F-HR/ATimelineGroup
Foundations Investment Advisors, LLC7,993$421K0.01%-19,04513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,739$408K<0.01%-10013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS7,110$375K<0.01%-59213F-HRTimelineGroup
SCOTIA CAPITAL INC.7,090$374K<0.01%013F-HRTimeline
LFA - Lugano Financial Advisors SA6,868$362K0.19%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC6,559$346K<0.01%+1,67513F-HRTimelineGroup
Aspire Capital Advisors LLC5,920$312K0.07%-1,07813F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC5,821$307K0.05%13F-HRTimeline
MML INVESTORS SERVICES, LLC5,716$301K<0.01%new13F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…5,625$296K0.01%013F-HRTimelineGroup
Robertson Stephens Wealth Management, L…5,532$292K0.01%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT5,226$275K0.01%013F-HRTimeline
Tradition Wealth Management, LLC5,068$267K0.02%+12613F-HRTimeline
Arkadios Wealth Advisors5,053$266K0.01%+11813F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,000$263K0.02%013F-HRTimelineGroup
Leo Wealth, LLC4,951$261K0.02%new13F-HRTimeline
Chesley Taft & Associates LLC4,207$222K0.01%new13F-HRTimeline
SIMON QUICK ADVISORS, LLC4,157$219K0.01%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,966$209K0.03%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,959$209K<0.01%-67813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,939$208K<0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,857$203K<0.01%+10613F-HRTimeline
COMERICA BANK3,465$183K<0.01%+2913F-HRTimeline
Geneos Wealth Management Inc.3,200$169K<0.01%013F-HRTimeline
Portfolio Resources Advisor Group, Inc.2,563$135K0.13%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,433$128K<0.01%+2013F-HRTimelineGroup
Union Bancaire Privee, UBP SA3,000$118K<0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources2,200$116K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC2,188$115K<0.01%-9813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,995$105K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC1,821$96K<0.01%013F-HRTimelineGroup
Valor Advisors LLC1,715$90.4K0.08%13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,497$78.9K<0.01%-15513F-HRTimelineGroup
Murphy & Mullick Capital Management Corp1,215$64K0.05%+3613F-HRTimeline
SBI Securities Co., Ltd.857$45.2K<0.01%+21813F-HRTimeline
CWM, LLCin group CWM, LLC830$44K<0.01%new13F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC681$35.9K<0.01%013F-HRTimelineGroup
Biltmore Family Office, LLC371$19.6K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL200$10.5K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.126$6.64K<0.01%new13F-HRTimelineGroup
MAI Capital Management100$5.27K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…40$2.11K<0.01%013F-HRTimeline
TSFG, LLC43$2K<0.01%-24013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1$53<0.01%-31613F-HRTimelineGroup