DOSSIER · 13F Holders · Q1 2026Mega-capCrowded

HAWX

ISHARES TR

61 institutions still hold ISHARES TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46435G847·61 13F holders·last filed Mar 31, 2026

Market cap

—

▲ 5.2%

vs prior quarter

13F value held

$283M

63.0% inst. owned

of float

Holders

61

+40 QoQ

filers reporting

Activity

+70 / −62

+784 added · −710 reduced

this quarter

Concentration

22.74%

Beacon Pointe Advisors, LLC #1

top holder share

AI Holders Summary · Q1 2026

61 institutions reported HAWX in Q1 2026. Beacon Pointe Advisors, LLC leads at 22.7% of the visible book. +40 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter

Beacon Pointe Advisors, LLC

$64M1.6M0.34%Q1 2026 02

Financial Advisors, LLC

$64M1.7M11.34%Q3 2025 03

COLDSTREAM CAPITAL MANAGEMENT INC

$25M615K0.31%Q1 2026 04

Carroll Advisory Group, LLC

$23M553K8.78%Q1 2026 05

PARTNERS CAPITAL INVESTMENT GROUP, LLP

$17M421K0.65%Q1 2026 06

SCOTIA CAPITAL INC.

$15M358K0.06%Q1 2026 07

OSAIC HOLDINGS, INC.

$13M322K0.02%Q1 2026 08

Wolf Group Capital Advisors

$12M354K3.98%Q1 2025 09

LPL Financial LLC

$10M255K0.00%Q1 2026 10

Kingsview Wealth Management, LLC

$8M189K0.11%Q1 2026 11

$6M150K0.01%Q1 2026 12

RAYMOND JAMES FINANCIAL INC

$5M121K0.00%Q1 2026 13

BANK OF AMERICA CORP /DE/

$4M108K0.00%Q1 2026 14

PACIFIC FINANCIAL GROUP INC

$3M66K1.45%Q1 2026 15

Independent Advisor Alliance

$3M63K0.03%Q1 2026 16

Equitable Holdings, Inc.

$2M63K0.02%Q1 2026 17

Concurrent Investment Advisors, LLC

$2M60K0.03%Q1 2026 18

NewEdge Advisors, LLC

$2M54K0.01%Q1 2026 19

CITADEL ADVISORS LLC

$2M50K0.00%Q4 2025 20

Nova Wealth Management, Inc.

$2M45K1.20%Q1 2026

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