iSHARES TRUST - HEWJ
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 3,311,216 | 174,495 | 0.0% | 0.0% | 1 | +1,019,647 | 44.5% | Q4 2025 | Feb 12, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 804,420 | 42,392 | 0.01% | 0.01% | 2 | +43,144 | 5.67% | Q4 2025 | Feb 11, 2026 |
| Modern Wealth Management, LLC | History | Added to | 390,739 | 20,591 | 0.38% | 0.37% | 3 | +6,758 | 1.76% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 369,431 | 19,468 | 0.0% | 0.0% | 4 | +214,312 | 138.16% | Q4 2025 | Feb 11, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Reduced | 361,583 | 19,054 | 0.71% | 0.86% | 5 | -75,337 | -17.24% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 241,322 | 12,717 | 0.0% | 0.0% | 6 | -13,867 | -5.43% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 229,868 | 12,113 | 0.0% | 0.0% | 7 | +6,411 | 2.87% | Q4 2025 | Feb 13, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 172,172 | 9,094 | 0.06% | 0.04% | 8 | +59,104 | 52.27% | Q4 2025 | Feb 17, 2026 |
| Humankind Investments LLC | History | No change | 59,811 | 4,829 | 2.17% | 1.1% | 9 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Clarius Group, LLC | History | No change | 80,255 | 4,229 | 0.24% | 0.23% | 10 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Williams Jones Wealth Management, LLC. | History | New | 66,550 | 3,507 | 0.04% | — | 11 | +66,550 | New | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | New | 50,032 | 2,636 | 0.0% | — | 12 | +50,032 | New | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 43,481 | 2,291 | 0.0% | 0.0% | 13 | -220 | -0.5% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Added to | 39,819 | 2,098 | 0.0% | 0.0% | 14 | +435 | 1.1% | Q4 2025 | Jan 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 31,640 | 1,667 | 0.0% | 0.0% | 15 | -1,089 | -3.33% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Added to | 27,283 | 1,437 | 0.0% | 0.0% | 16 | +200 | 0.74% | Q4 2025 | Jan 30, 2026 |
| Jackson Hole Capital Partners, LLC | History | Reduced | 22,072 | 1,163 | 0.2% | 0.19% | 17 | -150 | -0.68% | Q4 2025 | Jan 30, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Reduced | 20,530 | 1,081 | 0.03% | 0.1% | 18 | -61,300 | -74.91% | Q4 2025 | Jan 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 20,245 | 1,066 | 0.0% | 0.0% | 19 | +100 | 0.5% | Q4 2025 | Mar 25, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 18,420 | 970 | 0.0% | 0.0% | 20 | -1 | -0.01% | Q4 2025 | Feb 10, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 16,598 | 874 | 0.0% | 0.0% | 21 | +583 | 3.64% | Q4 2025 | Feb 02, 2026 |
| NATIXIS | History | Reduced | 16,595 | 874 | 0.0% | 0.0% | 22 | -276 | -1.64% | Q4 2025 | Feb 13, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 15,776 | 831 | 0.03% | — | 23 | +15,776 | New | Q4 2025 | Feb 13, 2026 |
| Somerset Trust Co | History | Added to | 14,474 | 762 | 0.23% | 0.22% | 24 | +200 | 1.4% | Q4 2025 | Jan 09, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 13,122 | 691 | 0.0% | 0.0% | 25 | -40 | -0.3% | Q4 2025 | Feb 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 11,631 | 612 | 0.0% | 0.0% | 26 | +5,799 | 99.43% | Q4 2025 | Feb 06, 2026 |
| NewEdge Advisors, LLC | History | New | 10,900 | 574 | 0.0% | — | 27 | +10,900 | New | Q4 2025 | Feb 18, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 10,418 | 549 | 0.0% | 0.0% | 28 | +578 | 5.87% | Q4 2025 | Mar 16, 2026 |
| Advisory Alpha, LLC | History | Added to | 10,063 | 530 | 0.01% | 0.01% | 29 | +1,494 | 17.43% | Q4 2025 | Feb 06, 2026 |
| INTREPID FAMILY OFFICE LLC | History | New | 10,000 | 526 | 0.45% | — | 30 | +10,000 | New | Q4 2025 | Feb 17, 2026 |
| GTS SECURITIES LLC | History | New | 9,457 | 498 | 0.02% | — | 31 | +9,457 | New | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 9,380 | 494 | 0.0% | — | 32 | +9,380 | New | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 9,246 | 487 | 0.0% | — | 33 | +9,246 | New | Q4 2025 | Feb 12, 2026 |
| Golden State Equity Partners | History | Reduced | 9,009 | 464 | 0.07% | 0.08% | 34 | -154 | -1.68% | Q4 2025 | Jan 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 8,433 | 444 | 0.0% | 0.0% | 35 | -536 | -5.98% | Q4 2025 | Feb 10, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 7,993 | 421 | 0.01% | 0.02% | 36 | -19,045 | -70.44% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 7,739 | 407 | 0.0% | 0.0% | 37 | -100 | -1.28% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 7,110 | 374 | 0.0% | 0.0% | 38 | -592 | -7.69% | Q4 2025 | Feb 10, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 7,090 | 373 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 6,868 | 361 | 0.19% | 0.18% | 40 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 6,559 | 345 | 0.0% | 0.0% | 41 | +1,675 | 34.3% | Q4 2025 | Feb 10, 2026 |
| Aspire Capital Advisors LLC | History | Reduced | 5,920 | 311 | 0.07% | 0.08% | 42 | -1,078 | -15.4% | Q4 2025 | Jan 16, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 5,821 | 306 | 0.05% | — | 43 | +5,821 | New | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 5,716 | 301 | 0.0% | — | 44 | +5,716 | New | Q4 2025 | Feb 13, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | No change | 5,625 | 296 | 0.01% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Robertson Stephens Wealth Management, LLC | History | New | 5,532 | 291 | 0.01% | — | 46 | +5,532 | New | Q4 2025 | Feb 02, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 5,226 | 275 | 0.01% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 5,068 | 267 | 0.02% | 0.02% | 48 | +126 | 2.55% | Q4 2025 | Feb 11, 2026 |
| Arkadios Wealth Advisors | History | Added to | 5,053 | 266 | 0.01% | 0.01% | 49 | +118 | 2.39% | Q4 2025 | Feb 13, 2026 |
| Hilltop Holdings Inc. | History | No change | 5,000 | 263 | 0.02% | 0.01% | 50 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Leo Wealth, LLC | History | New | 4,951 | 260 | 0.02% | — | 51 | +4,951 | New | Q4 2025 | Jan 21, 2026 |
| Chesley Taft & Associates LLC | History | New | 4,207 | 221 | 0.01% | — | 52 | +4,207 | New | Q4 2025 | Jan 14, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 4,157 | 219 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | New | 3,966 | 209 | 0.03% | — | 54 | +3,966 | New | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,959 | 208 | 0.0% | 0.0% | 55 | -678 | -14.62% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 3,939 | 207 | 0.0% | — | 56 | +3,939 | New | Q4 2025 | Feb 18, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 3,857 | 203 | 0.0% | 0.0% | 57 | +106 | 2.83% | Q4 2025 | Feb 11, 2026 |
| COMERICA BANK | History | Added to | 3,465 | 182 | 0.0% | 0.0% | 58 | +29 | 0.84% | Q4 2025 | Jan 29, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,200 | 168 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 2,761 | 145 | 0.0% | — | 60 | +2,761 | New | Q4 2025 | Feb 13, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 2,563 | 135 | 0.13% | — | 61 | +2,563 | New | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,433 | 128 | 0.0% | — | 62 | +2,433 | New | Q4 2025 | Feb 17, 2026 |
| Union Bancaire Privee, UBP SA | History | New | 3,000 | 117 | 0.0% | — | 63 | +3,000 | New | Q4 2025 | Jan 05, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 2,188 | 115 | 0.0% | 0.0% | 65 | -98 | -4.29% | Q4 2025 | Jan 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 2,200 | 115 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,995 | 104 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | No change | 1,821 | 95 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,497 | 78 | 0.0% | 0.0% | 68 | -155 | -9.38% | Q4 2025 | Feb 12, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 1,215 | 64 | 0.05% | 0.05% | 69 | +36 | 3.05% | Q4 2025 | Feb 10, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 857 | 45 | 0.0% | 0.0% | 70 | +218 | 34.12% | Q4 2025 | Feb 03, 2026 |
| CWM, LLC | History | New | 830 | 44 | 0.0% | — | 71 | +830 | New | Q4 2025 | Jan 26, 2026 |
| BARCLAYS PLC | History | No change | 681 | 35 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Biltmore Family Office, LLC | History | New | 371 | 19 | 0.0% | — | 73 | +371 | New | Q4 2025 | Feb 04, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 200 | 10 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | New | 126 | 6 | 0.0% | — | 75 | +126 | New | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | No change | 100 | 5 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TSFG, LLC | History | Reduced | 43 | 2 | 0.0% | 0.0% | 77 | -240 | -84.81% | Q4 2025 | Feb 04, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 40 | 2 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ORG Wealth Partners, LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Closed out | 0 | 0 | — | 0.08% | — | -27,004 | -100.0% | Q3 2025 | Oct 21, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,424 | -100.0% | Q3 2025 | Nov 14, 2025 |
| STIFEL FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,104 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -997 | -100.0% | Q3 2025 | Nov 14, 2025 |
| 4Thought Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -623 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1 | 0 | — | 0.0% | — | -316 | -99.68% | Q4 2025 | Feb 17, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q3 2025 | Nov 06, 2025 |