Vault-13

ISHARES TR HAWX

MSCI ACWI EXUS · ETP · CUSIP 46435G847

55 institutional holders +1 vs Q4 2025
5,340,6425.3m shares reported held*
$218.3mreported value*
10 new 13 added 19 reduced 9 sold out net bought ≈ $69.4m (+1.7m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $40.87.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 26Q4 22: 29Q1 23: 33Q2 23: 27Q3 23: 30Q4 23: 34Q1 24: 29Q2 24: 38Q3 24: 41Q4 24: 45Q1 25: 49Q2 25: 48Q3 25: 45Q4 25: 54Q1 26: 5555Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202226
Q4 202229
Q1 202333
Q2 202327
Q3 202330
Q4 202334
Q1 202429
Q2 202438
Q3 202441
Q4 202445
Q1 202549
Q2 202548
Q3 202545
Q4 202554
Q1 202655

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q2 24: 28 bought or addedQ2 24: 10 cut or sold outQ3 24: 22 bought or addedQ3 24: 16 cut or sold outQ3 24Q4 24: 24 bought or addedQ4 24: 10 cut or sold outQ1 25: 23 bought or addedQ1 25: 27 cut or sold outQ1 25Q2 25: 24 bought or addedQ2 25: 19 cut or sold outQ3 25: 19 bought or addedQ3 25: 27 cut or sold outQ3 25Q4 25: 27 bought or addedQ4 25: 21 cut or sold outQ1 26: 23 bought or addedQ1 26: 28 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20242810
Q3 20242216
Q4 20242410
Q1 20252327
Q2 20252419
Q3 20251927
Q4 20252721
Q1 20262328

Biggest buyers

Beacon Pointe Advisors, LLC New +1,571,911+1.6m
Kingsview Wealth Management, LLC New +188,550+188.6k
PACIFIC FINANCIAL GROUP INC New +65,624+65.6k
Independent Advisor Alliance New +62,731+62.7k
RAYMOND JAMES FINANCIAL INC Added +47,180+47.2k
Carroll Advisory Group, LLC Added +38,329+38.3k
ENVESTNET ASSET MANAGEMENT INC Added +25,288+25.3k
BANK OF AMERICA CORP /DE/ Added +21,727+21.7k
Belpointe Asset Management LLC New +20,207+20.2k
Clearstead Advisors, LLC New +15,091+15.1k

Biggest sellers

FLOW TRADERS U.S. LLC Sold out -102,100-102.1k
STAR Financial Bank Reduced -85,048-85.0k
HRT FINANCIAL LP Sold out -39,095-39.1k
SCOTIA CAPITAL INC. Reduced -34,620-34.6k
Prime Capital Investment Advisors, LLC Reduced -22,208-22.2k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -20,104-20.1k
PKS Advisory Services, LLC Sold out -18,588-18.6k
OSAIC HOLDINGS, INC. Reduced -18,127-18.1k
PARTNERS CAPITAL INVESTMENT GROUP, LLP Reduced -13,857-13.9k
LPL Financial LLC Reduced -6,868-6.9k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Beacon Pointe Advisors, LLC 0.34% of their portfolio NEWPORT BEACH, CA 1,571,9111.6m $64.3m $64.3m 0.34% New
2 COLDSTREAM CAPITAL MANAGEMENT INC 0.31% of their portfolio BELLEVUE, WA 614,681614.7k $25.1m $25.1m 0.31% Reduced -5.7k -5,658
3 Carroll Advisory Group, LLC 8.78% of their portfolio TEXARKANA, TX 552,978553.0k $22.6m $22.6m 8.78% Added +38.3k +38,329
4 PARTNERS CAPITAL INVESTMENT GROUP, LLP 0.65% of their portfolio BOSTON, MA 420,782420.8k $17.2m $17.2m 0.65% Reduced -13.9k -13,857
5 SCOTIA CAPITAL INC. 0.06% of their portfolio TORONTO, A6 358,458358.5k $14.7m $14.7m 0.06% Reduced -34.6k -34,620
6 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 321,746321.7k $13.2m $13.2m 0.02% Reduced -18.1k -18,127
7 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 254,799254.8k $10.4m $10.4m 0.00% Reduced -6.9k -6,868
8 Kingsview Wealth Management, LLC 0.11% of their portfolio GRANTS PASS, OR 188,550188.6k $7.7m $7.7m 0.11% New
9 Mariner, LLC 0.01% of their portfolio Overland Park, KS 150,149150.1k $6.1m $6.1m 0.01% Added +5.2k +5,150
10 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 120,580120.6k $4.9m $4.9m 0.00% Added +47.2k +47,180
11 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 107,944107.9k $4.4m $4.4m 0.00% Added +21.7k +21,727
12 PACIFIC FINANCIAL GROUP INC 1.45% of their portfolio NASHVILLE, TN 65,62465.6k $2.7m $2.7m 1.45% New
13 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 62,96663.0k $2.5m $2.5m 0.02% Added +480 +480
14 Independent Advisor Alliance 0.03% of their portfolio CHARLOTTE, NC 62,73162.7k $2.6m $2.6m 0.03% New
15 Concurrent Investment Advisors, LLC 0.03% of their portfolio Tampa, FL 60,16160.2k $2.5m $2.5m 0.03% Added +5.1k +5,123
16 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 56,03456.0k $2.3m $2.3m 0.00% Added +6.3k +6,278
17 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 53,79053.8k $2.2m $2.2m 0.01% Reduced -3.6k -3,568
18 Sigma Planning Corp 0.04% of their portfolio ANN ARBOR, MI 32,34032.3k $1.3m $1.3m 0.04% Reduced -191 -191
19 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 31,03731.0k $1.3m $1.3m 0.00% Added +25.3k +25,288
20 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 21,01321.0k $865.5k $865.5k 0.00% Reduced -20.1k -20,104
21 Belpointe Asset Management LLC 0.03% of their portfolio RENO, NV 20,20720.2k $826.3k $826.3k 0.03% New
22 Prime Capital Investment Advisors, LLC 0.01% of their portfolio OVERLAND PARK, KS 17,56017.6k $718.0k $718.0k 0.01% Reduced -22.2k -22,208
23 Clearstead Advisors, LLC 0.01% of their portfolio CLEVELAND, OH 15,09115.1k $617.1k $617.1k 0.01% New
24 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 13,86213.9k $566.8k $566.8k 0.00% Unchanged
25 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 13,04213.0k $533.3k $533.3k 0.00% Added +498 +498
26 Whitaker-Myers Wealth Managers, LTD. 0.11% of their portfolio Mansfield, OH 13,03613.0k $533.1k $533.1k 0.11% Reduced -1 -1
27 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 12,19212.2k $498.5k $498.5k 0.00% Reduced -2.1k -2,077
28 JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 0.42% of their portfolio AMMON, ID 11,55011.6k $472.3k $472.3k 0.42% Reduced -2.4k -2,410
29 Clark Capital Management Group, Inc. 0.00% of their portfolio PHILADELPHIA, PA 10,36710.4k $423.9k $423.9k 0.00% Unchanged
30 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 9,6479.6k $394.5k $394.5k 0.00% Added +3.9k +3,850
31 STAR Financial Bank 0.17% of their portfolio FORT WAYNE, IN 8,6958.7k $355.5k $355.5k 0.17% Reduced -85.0k -85,048
32 Ashton Thomas Private Wealth, LLC 0.01% of their portfolio SCOTTSDALE, AZ 8,4638.5k $346.1k $346.1k 0.01% Unchanged
33 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 7,8007.8k $319.0k $319.0k 0.00% Added +205 +205
34 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 7,5767.6k $309.8k $309.8k 0.00% Reduced -1.8k -1,791
35 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 7,4437.4k $304.4k $304.4k 0.00% Reduced -934 -934
36 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 7,1837.2k $293.7k $293.7k 0.00% New
37 Redwood Financial Network Corp 0.18% of their portfolio SOLON, OH 6,8486.8k $280.0k $280.0k 0.18% Reduced -1.5k -1,490
38 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 6,2656.3k $256.2k $256.2k 0.00% Reduced -381 -381
39 Essex Financial Services, Inc. 0.01% of their portfolio ESSEX, CT 5,7315.7k $234.3k $234.3k 0.01% Unchanged
40 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 5,6065.6k $229.2k $229.2k 0.00% Added +975 +975
41 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 5,3305.3k $218.0k $218.0k 0.00% Added +1.6k +1,620
42 McIlrath & Eck, LLC 0.01% of their portfolio ARLINGTON, WA 4,1514.2k $169.7k $169.7k 0.01% Unchanged
43 FMR LLC 0.00% of their portfolio BOSTON, MA 2,8422.8k $116.2k $116.2k 0.00% Reduced -18 -18
44 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 2,4312.4k $99.4k $99.4k 0.00% Unchanged
45 Destiny Wealth Partners, LLC 0.01% of their portfolio TAVARES, FL 2,0382.0k $83.3k $83.3k 0.01% New
46 Sunbelt Securities, Inc. 0.00% of their portfolio HOUSTON, TX 1,7651.8k $72.2k $72.2k 0.00% Unchanged
47 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,3871.4k $56.7k $56.7k 0.00% Unchanged
48 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 1,3041.3k $53.3k $53.3k 0.00% Unchanged
49 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 1,2001.2k $49.1k $49.1k 0.00% Unchanged
50 Glass Jacobson Investment Advisors llc 0.01% of their portfolio OWINGS MILLS, MD 688688 $28.1k $28.1k 0.01% New
51 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 445445 $18.2k $18.2k 0.00% Reduced -95 -95
52 Westend Capital Management, LLC 0.00% of their portfolio SAUSALITO, CA 315315 $12.9k $12.9k 0.00% Unchanged
53 2UniFi Bank 0.01% of their portfolio JACKSON, WY 307307 $12.6k $12.6k 0.01% Unchanged
54 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 11 $50 $50 0.00% New
55 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 00 $18 $18 0.00% Unchanged