iSHARES TRUST - HEWJ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,890,942 | 122,003 | 0.01% | 0.01% | 1 | +225,246 | 13.52% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | Added to | 881,345 | 56,864 | 0.0% | 0.0% | 2 | +855 | 0.1% | Q2 2026 | Aug 07, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 730,487 | 47,131 | 0.01% | 0.01% | 3 | -6,795 | -0.92% | Q2 2026 | Aug 07, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 670,038 | 43,230 | 0.51% | 0.67% | 4 | -9,927 | -1.46% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 468,047 | 30,025 | 0.0% | 0.0% | 5 | -57,221 | -10.89% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | Added to | 445,357 | 28,734 | 0.0% | 0.0% | 6 | +235,827 | 112.55% | Q2 2026 | Aug 13, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Reduced | 295,885 | 19,090 | 0.67% | 0.73% | 7 | -47,912 | -13.94% | Q2 2026 | Aug 13, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | No change | 173,243 | 11,168 | 0.07% | 0.07% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | Added to | 139,055 | 8,971 | 0.0% | 0.0% | 9 | +80,421 | 137.16% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | New | 125,349 | 8,089 | 0.02% | — | 10 | +125,349 | New | Q2 2026 | Jul 27, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 95,803 | 6,181 | 0.01% | 0.01% | 11 | -6,437 | -6.3% | Q2 2026 | Jul 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 91,578 | 5,908 | 0.0% | 0.0% | 12 | -217 | -0.24% | Q2 2026 | Sep 23, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 62,520 | 4,033 | 0.05% | 0.04% | 13 | -330 | -0.53% | Q2 2026 | Aug 05, 2026 |
| LPL Financial LLC | History | Added to | 43,039 | 2,776 | 0.0% | 0.0% | 14 | +1,104 | 2.63% | Q2 2026 | Aug 07, 2026 |
| GTS SECURITIES LLC | History | Added to | 38,022 | 2,453 | 0.05% | 0.07% | 15 | +3,374 | 9.74% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 36,278 | 2,340 | 0.0% | 0.0% | 16 | +5,586 | 18.2% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 34,187 | 2,178 | 0.0% | 0.0% | 17 | -1,856 | -5.15% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 31,212 | 2,013 | 0.0% | 0.0% | 18 | +26,612 | 578.52% | Q2 2026 | Sep 02, 2026 |
| US BANCORP \DE\ | History | Added to | 28,435 | 1,834 | 0.0% | 0.0% | 19 | +741 | 2.68% | Q2 2026 | Aug 12, 2026 |
| NATIXIS | History | Added to | 27,913 | 1,800 | 0.01% | 0.0% | 20 | +10,365 | 59.07% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 20,774 | 1,340 | 0.0% | 0.0% | 21 | +8,123 | 64.21% | Q2 2026 | Aug 12, 2026 |
| Lido Advisors, LLC | History | New | 20,703 | 1,335 | 0.0% | — | 22 | +20,703 | New | Q2 2026 | Aug 07, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | No change | 20,530 | 1,324 | 0.03% | 0.03% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 22,072 | 1,242 | 0.21% | 0.21% | 24 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Bank of New York Mellon Corp | History | Added to | 18,421 | 1,188 | 0.0% | 0.0% | 25 | +1 | 0.01% | Q2 2026 | Aug 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 15,764 | 1,017 | 0.0% | 0.0% | 26 | -69,195 | -81.45% | Q2 2026 | Aug 14, 2026 |
| Somerset Trust Co | History | Added to | 14,839 | 957 | 0.27% | 0.25% | 27 | +120 | 0.82% | Q2 2026 | Jul 06, 2026 |
| Cetera Investment Advisers | History | New | 14,021 | 904 | 0.0% | — | 28 | +14,021 | New | Q2 2026 | Aug 12, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 12,068 | 778 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 11,730 | 756 | 0.02% | 0.01% | 30 | +6,197 | 112.0% | Q2 2026 | Jul 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 11,631 | 750 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 11,338 | 731 | 0.0% | 0.0% | 32 | -726 | -6.02% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | New | 11,116 | 717 | 0.01% | — | 33 | +11,116 | New | Q2 2026 | Aug 10, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 10,588 | 683 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 10,165 | 655 | 0.0% | 0.0% | 35 | +1,756 | 20.88% | Q2 2026 | Aug 13, 2026 |
| Advisory Alpha, LLC | History | Reduced | 10,035 | 647 | 0.02% | 0.02% | 36 | -17 | -0.17% | Q2 2026 | Aug 11, 2026 |
| INTREPID FAMILY OFFICE LLC | History | No change | 10,000 | 645 | 0.48% | 0.45% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 9,143 | 589 | 0.0% | 0.0% | 38 | +5,618 | 159.38% | Q2 2026 | Aug 05, 2026 |
| EP Wealth Advisors, LLC | History | New | 8,495 | 548 | 0.0% | — | 39 | +8,495 | New | Q2 2026 | Aug 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 8,309 | 536 | 0.0% | 0.0% | 40 | -47 | -0.56% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | No change | 7,419 | 478 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | New | 7,222 | 465 | 0.05% | — | 42 | +7,222 | New | Q2 2026 | Jul 10, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 6,868 | 443 | 0.27% | 0.2% | 43 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 6,663 | 429 | 0.0% | 0.0% | 44 | -5,044 | -43.09% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 5,797 | 374 | 0.01% | 0.01% | 45 | +44 | 0.76% | Q2 2026 | Aug 10, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 5,765 | 371 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | No change | 5,625 | 362 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Chesley Taft & Associates LLC | History | Reduced | 5,259 | 339 | 0.01% | 0.01% | 48 | -254 | -4.61% | Q2 2026 | Jul 08, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 5,226 | 337 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tradition Wealth Management, LLC | History | No change | 5,068 | 327 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 5,009 | 323 | 0.0% | 0.0% | 51 | -2,564 | -33.86% | Q2 2026 | Aug 14, 2026 |
| Three Bridge Wealth Advisors, LLC | History | No change | 5,020 | 323 | 0.08% | 0.08% | 52 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Hilltop Holdings Inc. | History | No change | 5,000 | 322 | 0.02% | 0.03% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 4,725 | 304 | 0.04% | 0.05% | 54 | -896 | -15.94% | Q2 2026 | Jul 21, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 4,672 | 301 | 0.0% | 0.0% | 55 | +480 | 11.45% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 4,411 | 284 | 0.0% | 0.0% | 56 | +554 | 14.36% | Q2 2026 | Aug 13, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 4,385 | 282 | 0.01% | 0.01% | 57 | +228 | 5.48% | Q2 2026 | Jul 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 4,311 | 278 | 0.0% | 0.0% | 58 | +239 | 5.87% | Q2 2026 | Aug 07, 2026 |
| Leo Wealth, LLC | History | No change | 4,951 | 278 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 3,948 | 254 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 3,921 | 252 | 0.0% | — | 61 | +3,921 | New | Q2 2026 | Aug 14, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Added to | 3,225 | 208 | 0.18% | 0.13% | 62 | +976 | 43.4% | Q2 2026 | Jul 29, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,200 | 206 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,017 | 194 | 0.0% | 0.0% | 64 | -494 | -14.07% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,323 | 150 | 0.0% | 0.0% | 65 | -94 | -3.89% | Q2 2026 | Aug 14, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 3,000 | 145 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 2,198 | 141 | 0.0% | 0.0% | 68 | +1,811 | 467.96% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 2,200 | 141 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 2,188 | 141 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Institute for Wealth Management, LLC. | History | New | 2,153 | 138 | 0.01% | — | 70 | +2,153 | New | Q2 2026 | Jul 28, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 2,001 | 128 | 0.0% | 0.0% | 71 | +6 | 0.3% | Q2 2026 | Aug 10, 2026 |
| FMR LLC | History | No change | 1,821 | 117 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Valor Advisors LLC | History | No change | 1,715 | 110 | 0.08% | 0.08% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 1,697 | 109 | 0.0% | — | 74 | +1,697 | New | Q2 2026 | Jul 22, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 1,515 | 95 | 0.01% | — | 75 | +1,515 | New | Q2 2026 | Aug 12, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 1,045 | 67 | 0.04% | 0.05% | 76 | -170 | -13.99% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1,008 | 65 | 0.0% | 0.0% | 77 | -139 | -12.12% | Q2 2026 | Jul 22, 2026 |
| CWM, LLC | History | No change | 830 | 46 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | No change | 681 | 43 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 637 | 41 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFG Advisory, LLC | History | New | 438 | 28 | 0.0% | — | 81 | +438 | New | Q2 2026 | Aug 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 200 | 12 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 185 | 11 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aventura Private Wealth, LLC | History | New | 114 | 7 | 0.0% | — | 84 | +114 | New | Q2 2026 | Jul 15, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 73 | 4 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WealthShield Partners, LLC | History | New | 51 | 3 | 0.0% | — | 86 | +51 | New | Q2 2026 | Aug 12, 2026 |
| CENTRAL TRUST Co | History | New | 31 | 2 | 0.0% | — | 89 | +31 | New | Q2 2026 | Jul 31, 2026 |
| TSFG, LLC | History | No change | 38 | 2 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -160,230 | -100.0% | Q2 2026 | Aug 06, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -55,249 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Humankind Investments LLC | History | Closed out | 0 | 0 | — | 1.63% | — | -33,896 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.06% | — | -13,628 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Aspire Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,634 | -100.0% | Q2 2026 | Aug 05, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,404 | -100.0% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -670 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 11, 2026 |