iSHARES TRUST - HAWX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | History | Reduced | 1,560,237 | 72,550 | 0.34% | 0.34% | 1 | -11,674 | -0.74% | Q2 2026 | Aug 18, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 508,624 | 23,650 | 0.3% | 0.31% | 2 | -106,057 | -17.25% | Q2 2026 | Aug 13, 2026 |
| Carroll Advisory Group, LLC | History | Reduced | 501,020 | 23,297 | 7.65% | 8.78% | 3 | -51,958 | -9.4% | Q2 2026 | Jul 23, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Reduced | 400,263 | 18,612 | 0.66% | 0.65% | 4 | -20,519 | -4.88% | Q2 2026 | Aug 13, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 334,946 | 15,574 | 0.06% | 0.06% | 5 | -23,512 | -6.56% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 307,628 | 14,300 | 0.02% | 0.02% | 6 | -14,118 | -4.39% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 277,464 | 12,902 | 0.0% | 0.0% | 7 | +22,665 | 8.9% | Q2 2026 | Aug 07, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 201,618 | 9,375 | 0.11% | 0.11% | 8 | +13,068 | 6.93% | Q2 2026 | Aug 18, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 132,958 | 6,182 | 0.0% | 0.0% | 9 | +12,378 | 10.27% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 115,238 | 5,358 | 0.02% | 0.0% | 10 | +107,795 | 1448.27% | Q2 2026 | Jul 27, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 113,276 | 5,267 | 0.0% | 0.0% | 11 | +5,332 | 4.94% | Q2 2026 | Aug 14, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Added to | 80,061 | 3,722 | 1.78% | 1.45% | 12 | +14,437 | 22.0% | Q2 2026 | Aug 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 70,414 | 3,274 | 0.02% | 0.02% | 13 | +7,448 | 11.83% | Q2 2026 | Aug 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 63,036 | 2,931 | 0.02% | 0.03% | 14 | +2,875 | 4.78% | Q2 2026 | Jul 27, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 58,880 | 2,737 | 1.51% | 1.2% | 15 | +13,673 | 30.25% | Q2 2026 | Jul 13, 2026 |
| Mariner, LLC | History | Reduced | 45,089 | 2,096 | 0.0% | 0.01% | 16 | -105,060 | -69.97% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 40,056 | 1,862 | 0.01% | 0.01% | 17 | -13,734 | -25.53% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 31,329 | 1,456 | 0.0% | 0.0% | 18 | +292 | 0.94% | Q2 2026 | Sep 23, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 27,798 | 1,292 | 0.0% | 0.0% | 19 | -28,236 | -50.39% | Q2 2026 | Sep 02, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 20,916 | 973 | 0.04% | — | 20 | +20,916 | New | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | Added to | 20,781 | 966 | 0.03% | 0.03% | 21 | +574 | 2.84% | Q2 2026 | Jul 31, 2026 |
| JANE STREET GROUP, LLC | History | New | 19,963 | 928 | 0.0% | — | 22 | +19,963 | New | Q2 2026 | Aug 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 17,560 | 816 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 17,320 | 790 | 0.0% | 0.0% | 24 | -3,693 | -17.57% | Q2 2026 | Jul 15, 2026 |
| Focus Partners Wealth | History | No change | 13,862 | 644 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Reduced | 13,023 | 605 | 0.1% | 0.11% | 26 | -13 | -0.1% | Q2 2026 | Jul 08, 2026 |
| AE Wealth Management LLC | History | No change | 12,192 | 566 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | History | Added to | 12,106 | 562 | 0.44% | 0.42% | 28 | +556 | 4.81% | Q2 2026 | Jul 24, 2026 |
| Cetera Investment Advisers | History | Reduced | 11,882 | 552 | 0.0% | 0.0% | 29 | -1,160 | -8.89% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 11,404 | 530 | 0.01% | 0.01% | 30 | -3,687 | -24.43% | Q2 2026 | Aug 06, 2026 |
| &PARTNERS | History | Added to | 10,620 | 493 | 0.0% | 0.0% | 31 | +973 | 10.09% | Q2 2026 | Aug 14, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 10,367 | 482 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 9,990 | 464 | 0.0% | 0.0% | 33 | +4,384 | 78.2% | Q2 2026 | Jul 28, 2026 |
| STAR Financial Bank | History | No change | 8,695 | 404 | 0.16% | 0.17% | 34 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 8,463 | 393 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 8,010 | 372 | 0.0% | 0.0% | 36 | +210 | 2.69% | Q2 2026 | Jul 29, 2026 |
| Advisory Services Network, LLC | History | No change | 7,576 | 352 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 7,421 | 345 | 0.0% | — | 38 | +7,421 | New | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 7,183 | 334 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 7,023 | 326 | 0.0% | — | 40 | +7,023 | New | Q2 2026 | Aug 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 6,195 | 288 | 0.0% | 0.0% | 41 | -70 | -1.12% | Q2 2026 | Aug 13, 2026 |
| Essex Financial Services, Inc. | History | No change | 5,731 | 266 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 5,463 | 254 | 0.0% | 0.0% | 43 | +133 | 2.5% | Q2 2026 | Aug 14, 2026 |
| Redwood Financial Network Corp | History | Reduced | 5,358 | 249 | 0.14% | 0.18% | 44 | -1,490 | -21.76% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 5,143 | 239 | 0.0% | — | 45 | +5,143 | New | Q2 2026 | Jul 27, 2026 |
| McIlrath & Eck, LLC | History | No change | 4,151 | 169 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| FMR LLC | History | Reduced | 2,728 | 126 | 0.0% | 0.0% | 47 | -114 | -4.01% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,431 | 113 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,765 | 72 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 1,416 | 65 | 0.0% | — | 50 | +1,415 | 141500.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | No change | 1,387 | 64 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,304 | 60 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,200 | 55 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIFTH THIRD BANCORP | History | New | 1,086 | 50 | 0.0% | — | 54 | +1,086 | New | Q2 2026 | Aug 05, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 688 | 32 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 445 | 20 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NBH Bank | History | New | 307 | 14 | 0.01% | — | 57 | +307 | New | Q2 2026 | Aug 14, 2026 |
| Piscataqua Savings Bank | History | New | 265 | 12 | 0.01% | — | 59 | +265 | New | Q2 2026 | Jul 09, 2026 |
| Bank of Jackson Hole Trust | History | No change | 307 | 12 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Capital Analysts, LLC | History | New | 31 | 1 | 0.0% | — | 60 | +31 | New | Q2 2026 | Aug 05, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.03% | — | -62,731 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.04% | — | -32,340 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Destiny Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,038 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Westend Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -315 | -100.0% | Q2 2026 | Aug 07, 2026 |