DOSSIER · 13F Holders · Q2 2026
HAWX

ISHARES TR

65 institutions still hold ISHARES TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46435G847·65 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$289M
visible holders
Holders
65
filers reporting
Concentration
25.07%
Beacon Pointe Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

65 institutions reported HAWX in Q2 2026. Beacon Pointe Advisors, LLC leads at 25.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Beacon Pointe Advisors, LLC
CIK 0001744317
$73M1.6M0.34%Q2 2026
02
Financial Advisors, LLC
CIK 0001766909
$64M1.7M11.34%Q3 2025
03
COLDSTREAM CAPITAL MANAGEMENT INC
CIK 0001082339
$23M496K0.27%Q3 2026
04
Carroll Advisory Group, LLC
CIK 0002108684
$22M493K7.06%Q3 2026
05
PARTNERS CAPITAL INVESTMENT GROUP, LLP
CIK 0001694870
$19M400K0.66%Q2 2026
06
SCOTIA CAPITAL INC.
CIK 0001335644
$16M345K0.05%Q3 2026
07
OSAIC HOLDINGS, INC.
CIK 0001677044
$14M308K0.02%Q2 2026
08
LPL Financial LLC
CIK 0001403438
$14M305K0.00%Q3 2026
09
Kingsview Wealth Management, LLC
CIK 0001791965
$9M202K0.11%Q2 2026
10
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$6M133K0.00%Q2 2026
11
Private Advisor Group, LLC
CIK 0001567755
$5M116K0.02%Q3 2026
12
BANK OF AMERICA CORP /DE/
CIK 0000070858
$5M113K0.00%Q2 2026
13
PACIFIC FINANCIAL GROUP INC
CIK 0001279926
$4M80K1.78%Q2 2026
14
Equitable Holdings, Inc.
CIK 0001333986
$3M70K0.02%Q2 2026
15
Nova Wealth Management, Inc.
CIK 0002051980
$3M59K1.51%Q2 2026
16
Concurrent Investment Advisors, LLC
CIK 0002001015
$3M60K0.02%Q3 2026
17
Mariner, LLC
CIK 0001373442
$2M45K0.00%Q2 2026
18
NewEdge Advisors, LLC
CIK 0001633516
$2M40K0.01%Q2 2026
19
HRT FINANCIAL LP
CIK 0001475597
$2M39K0.00%Q4 2025
20
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1M31K0.00%Q2 2026
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