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Disclosery

HEWJ ISHARES TR

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CMN (fund)

82 managers (84 13F filers) reported a position in HEWJ shares at 2026-03-31, 6,397,203 shares in all. 10 filers opened a position and 4 filers sold out during the quarter.

Managers
82
13F filers
84
New
10
Added
27
Reduced
20
Sold out
4
Shares held by filers
6,397,203

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,665,696$93.7M0.01%+1,424,37413F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.880,490$49.6M<0.01%-2,430,72613F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\737,282$41.5M0.01%-67,13813F-HRTimelineGroup
Modern Wealth Management, LLC679,965$39.3M0.68%+289,22613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO525,268$28.7M<0.01%+155,83713F-HR/ATimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP343,797$19.3M0.73%-17,78613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY209,530$11.8M<0.01%-20,33813F-HRTimelineGroup
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.173,243$9.5M0.07%+1,07113F-HRTimeline
Clearstead Advisors, LLC160,230$9.02M0.08%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP102,240$5.75M0.01%+85,64213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC91,795$5.17M<0.01%+85,23613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC84,959$4.78M<0.01%+64,71413F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding70,698$3.98M+28,118Timeline
Williams Jones Wealth Management, LLC.62,850$3.54M0.04%-3,70013F-HRTimeline
FLOW TRADERS U.S. LLC55,249$3.11M0.1%+39,47313F-HRTimeline
Humankind Investments LLC33,896$2.86M1.63%-25,91513F-HRTimeline
LPL Financial LLC41,935$2.36M<0.01%-1,54613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP36,043$1.97M<0.01%+4,40313F-HRTimelineGroup
GTS SECURITIES LLC34,648$1.95M0.07%+25,19113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN30,692$1.73M<0.01%+22,95313F-HR/ATimelineGroup
US BANCORP \DE\in group US BANCORP \DE\27,694$1.56M<0.01%+41113F-HRTimelineGroup
Jackson Hole Capital Partners, LLC22,072$1.24M0.21%013F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …20,530$1.16M0.03%013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp18,420$1.04M<0.01%013F-HRTimelineGroup
NATIXISin group Natixis Investment Managers17,548$988K<0.01%+95313F-HRTimelineGroup
Somerset Trust Co14,719$828K0.25%+24513F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding13,668$769K+4,619Timeline
NewEdge Advisors, LLC12,651$712K<0.01%+1,75113F-HR/ATimeline
CIBC WORLD MARKET INC.12,068$679K<0.01%-1,05413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC11,707$659K<0.01%+2,32713F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…11,631$655K<0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,588$596K<0.01%+17013F-HRTimelineGroup
Advisory Alpha, LLC10,052$566K0.02%-1113F-HRTimeline
INTREPID FAMILY OFFICE LLC10,000$563K0.49%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS8,409$473K<0.01%+1,29913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,356$470K<0.01%-7713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,573$426K<0.01%new13F-HRTimelineGroup
Quantinno Capital Management LP7,419$418K<0.01%new13F-HRTimeline
LFA - Lugano Financial Advisors SA6,868$387K0.2%013F-HRTimeline
SCOTIA CAPITAL INC.5,765$324K<0.01%-1,32513F-HRTimeline
Arkadios Wealth Advisors5,753$324K0.01%+70013F-HRTimeline
Aspire Capital Advisors LLC5,634$317K0.07%-28613F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…5,625$317K0.01%013F-HRTimelineGroup
LAUREL OAK WEALTH MANAGEMENT, LLC5,621$316K0.05%-20013F-HRTimeline
Robertson Stephens Wealth Management, L…5,533$311K0.01%+113F-HRTimeline
Chesley Taft & Associates LLC5,513$310K0.01%+1,30613F-HRTimeline
HRT FINANCIAL LP5,404$304K<0.01%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT5,226$294K0.01%013F-HRTimeline
Tradition Wealth Management, LLC5,068$285K0.02%013F-HRTimeline
Three Bridge Wealth Advisors, LLC5,020$283K0.08%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,000$281K0.03%013F-HRTimelineGroup
Leo Wealth, LLC4,951$279K0.02%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,192$236K<0.01%+25313F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC4,157$234K0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC4,072$229K<0.01%-1,64413F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,948$222K0.03%-1813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,857$217K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,525$198K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,511$198K<0.01%-44813F-HRTimelineGroup
Geneos Wealth Management Inc.3,200$180K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,417$136K<0.01%-1613F-HRTimelineGroup
Portfolio Resources Advisor Group, Inc.2,249$127K0.13%-31413F-HRTimeline
Union Bancaire Privee, UBP SA3,000$124K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources2,200$124K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC2,188$123K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,995$112K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC1,821$102K<0.01%013F-HRTimelineGroup
Valor Advisors LLC1,715$90.4K0.08%013F-HRTimeline
Murphy & Mullick Capital Management Corp1,215$68.4K0.05%013F-HRTimeline
SBI Securities Co., Ltd.1,147$64.6K<0.01%+29013F-HRTimeline
CWM, LLCin group CWM, LLC830$46.7K<0.01%013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…670$38.7K<0.01%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC681$38.3K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/637$35.9K<0.01%-86013F-HRTimelineGroup
Advisory Services Network, LLC400$22.5K<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd387$21.8K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL200$11.3K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…185$10.4K<0.01%+14513F-HRTimeline
MAI Capital Management100$5.63K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…73$4.11K<0.01%new13F-HR/ATimelineGroup
TSFG, LLC38$2K<0.01%-513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1$56<0.01%013F-HRTimelineGroup