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 | 1,665,696 | 93,745 | 0.01% | 0.0% | 1 | +1,424,374 | 590.24% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 880,490 | 49,553 | 0.0% | 0.0% | 2 | -2,430,726 | -73.41% | Q1 2026 | May 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 737,282 | 41,494 | 0.01% | 0.01% | 3 | -67,138 | -8.35% | Q1 2026 | May 06, 2026 |
| Modern Wealth Management, LLC | History | Added to | 679,965 | 39,315 | 0.67% | 0.38% | 4 | +289,226 | 74.02% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 525,268 | 28,721 | 0.0% | 0.0% | 5 | +155,837 | 42.18% | Q1 2026 | May 13, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Reduced | 343,797 | 19,348 | 0.73% | 0.71% | 6 | -17,786 | -4.92% | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Reduced | 209,530 | 11,792 | 0.0% | 0.0% | 7 | -20,338 | -8.85% | Q1 2026 | May 15, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 173,243 | 9,498 | 0.07% | 0.06% | 8 | +1,071 | 0.62% | Q1 2026 | May 14, 2026 |
| Clearstead Advisors, LLC | History | New | 160,230 | 9,017 | 0.08% | — | 9 | +160,230 | New | Q1 2026 | May 06, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 102,240 | 5,754 | 0.01% | 0.0% | 10 | +85,642 | 515.98% | Q1 2026 | Apr 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 91,795 | 5,166 | 0.0% | 0.0% | 11 | +85,236 | 1299.53% | Q1 2026 | May 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 84,959 | 4,781 | 0.0% | 0.0% | 12 | +64,714 | 319.65% | Q1 2026 | May 15, 2026 |
| Clarius Group, LLC | History | No change | 80,255 | 4,229 | 0.24% | 0.24% | 13 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 62,850 | 3,537 | 0.04% | 0.04% | 14 | -3,700 | -5.56% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Added to | 58,634 | 3,299 | 0.0% | 0.0% | 15 | +18,815 | 47.25% | Q1 2026 | May 05, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 55,249 | 3,109 | 0.1% | 0.03% | 16 | +39,473 | 250.21% | Q1 2026 | May 15, 2026 |
| Humankind Investments LLC | History | Reduced | 33,896 | 2,862 | 1.63% | 2.17% | 17 | -25,915 | -43.33% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 41,935 | 2,360 | 0.0% | 0.0% | 18 | -1,546 | -3.56% | Q1 2026 | May 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 36,043 | 1,972 | 0.0% | 0.0% | 19 | +4,403 | 13.92% | Q1 2026 | May 15, 2026 |
| GTS SECURITIES LLC | History | Added to | 34,648 | 1,949 | 0.07% | 0.02% | 20 | +25,191 | 266.37% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 30,692 | 1,727 | 0.0% | 0.0% | 21 | +22,953 | 296.59% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Added to | 27,694 | 1,558 | 0.0% | 0.0% | 22 | +411 | 1.51% | Q1 2026 | May 14, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 22,072 | 1,242 | 0.21% | 0.2% | 23 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | No change | 20,530 | 1,155 | 0.03% | 0.03% | 24 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Bank of New York Mellon Corp | History | No change | 18,420 | 1,036 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| NATIXIS | History | Added to | 17,548 | 987 | 0.0% | 0.0% | 26 | +953 | 5.74% | Q1 2026 | May 14, 2026 |
| Somerset Trust Co | History | Added to | 14,719 | 828 | 0.25% | 0.23% | 27 | +245 | 1.69% | Q1 2026 | Apr 02, 2026 |
| Ascentis Independent Advisors | History | Added to | 13,628 | 766 | 0.06% | 0.07% | 28 | +4,619 | 51.27% | Q1 2026 | Apr 28, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 12,068 | 679 | 0.0% | 0.0% | 29 | -1,054 | -8.03% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 12,064 | 678 | 0.0% | 0.0% | 30 | +9,303 | 336.94% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 11,707 | 658 | 0.0% | 0.0% | 31 | +2,327 | 24.81% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 11,631 | 654 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 10,588 | 595 | 0.0% | 0.0% | 33 | +170 | 1.63% | Q1 2026 | May 14, 2026 |
| Advisory Alpha, LLC | History | Reduced | 10,052 | 565 | 0.02% | 0.01% | 34 | -11 | -0.11% | Q1 2026 | May 14, 2026 |
| INTREPID FAMILY OFFICE LLC | History | No change | 10,000 | 562 | 0.45% | 0.45% | 35 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 8,409 | 473 | 0.0% | 0.0% | 36 | +1,299 | 18.27% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 8,356 | 470 | 0.0% | 0.0% | 37 | -77 | -0.91% | Q1 2026 | May 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 7,573 | 426 | 0.0% | — | 38 | +7,573 | New | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | New | 7,419 | 417 | 0.0% | — | 39 | +7,419 | New | Q1 2026 | May 15, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 6,868 | 386 | 0.2% | 0.19% | 40 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 5,765 | 324 | 0.0% | 0.0% | 41 | -1,325 | -18.69% | Q1 2026 | May 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 5,753 | 323 | 0.01% | 0.01% | 42 | +700 | 13.85% | Q1 2026 | May 18, 2026 |
| Aspire Capital Advisors LLC | History | Reduced | 5,634 | 317 | 0.07% | 0.07% | 43 | -286 | -4.83% | Q1 2026 | Apr 22, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 5,621 | 316 | 0.05% | 0.05% | 45 | -200 | -3.44% | Q1 2026 | Apr 21, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | No change | 5,625 | 316 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 5,533 | 311 | 0.01% | 0.01% | 46 | +1 | 0.02% | Q1 2026 | Apr 28, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 5,513 | 310 | 0.01% | 0.01% | 47 | +1,306 | 31.04% | Q1 2026 | Apr 13, 2026 |
| HRT FINANCIAL LP | History | New | 5,404 | 304 | 0.0% | — | 48 | +5,404 | New | Q1 2026 | May 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 5,226 | 294 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Tradition Wealth Management, LLC | History | No change | 5,068 | 285 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Three Bridge Wealth Advisors, LLC | History | New | 5,020 | 282 | 0.08% | — | 51 | +5,020 | New | Q1 2026 | May 12, 2026 |
| Hilltop Holdings Inc. | History | No change | 5,000 | 281 | 0.03% | 0.02% | 52 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Leo Wealth, LLC | History | No change | 4,951 | 278 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 4,600 | 258 | 0.0% | 0.0% | 54 | -45,432 | -90.81% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 4,192 | 235 | 0.0% | 0.0% | 55 | +253 | 6.42% | Q1 2026 | May 14, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 4,157 | 233 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 4,072 | 229 | 0.0% | 0.0% | 57 | -1,644 | -28.76% | Q1 2026 | May 04, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 3,948 | 222 | 0.03% | 0.03% | 58 | -18 | -0.45% | Q1 2026 | May 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 3,857 | 217 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 3,525 | 198 | 0.0% | — | 60 | +3,525 | New | Q1 2026 | May 01, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,511 | 197 | 0.0% | 0.0% | 61 | -448 | -11.32% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 3,465 | 182 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,200 | 180 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,417 | 136 | 0.0% | 0.0% | 64 | -16 | -0.66% | Q1 2026 | May 15, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Reduced | 2,249 | 126 | 0.13% | 0.13% | 65 | -314 | -12.25% | Q1 2026 | Apr 14, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 3,000 | 124 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 2,200 | 123 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 2,188 | 123 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,995 | 112 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | No change | 1,821 | 102 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 1,215 | 68 | 0.05% | 0.05% | 71 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,147 | 64 | 0.0% | 0.0% | 72 | +290 | 33.84% | Q1 2026 | Apr 27, 2026 |
| CWM, LLC | History | No change | 830 | 46 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 670 | 38 | 0.0% | — | 75 | +670 | New | Q1 2026 | May 01, 2026 |
| BARCLAYS PLC | History | No change | 681 | 38 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 637 | 35 | 0.0% | 0.0% | 76 | -860 | -57.45% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | New | 400 | 22 | 0.0% | — | 77 | +400 | New | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | New | 387 | 21 | 0.0% | — | 78 | +387 | New | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 12,651 | 12 | 0.0% | 0.0% | 79 | +1,751 | 16.06% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 200 | 11 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 185 | 10 | 0.0% | 0.0% | 81 | +145 | 362.5% | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 126 | 6 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | No change | 100 | 5 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 73 | 4 | 0.0% | — | 84 | +73 | New | Q1 2026 | May 15, 2026 |
| TSFG, LLC | History | Reduced | 38 | 2 | 0.0% | 0.0% | 85 | -5 | -11.63% | Q1 2026 | Apr 27, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,246 | -100.0% | Q1 2026 | Apr 27, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,993 | -100.0% | Q1 2026 | May 11, 2026 |
| Biltmore Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -371 | -100.0% | Q1 2026 | May 11, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |