13F Insight
DOSSIER · 13F Holders · Q1 2026
HAWX

ISHARES TR

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

CUSIP 46435G847·62 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$284M
visible holders
Holders
62
filers reporting
Concentration
22.61%
Beacon Pointe Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

62 institutions reported HAWX in Q1 2026. Beacon Pointe Advisors, LLC leads at 22.6% 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
$64M1.6M0.34%Q1 202602
Financial Advisors, LLC
CIK 0001766909
$64M1.7M11.34%Q3 202503
COLDSTREAM CAPITAL MANAGEMENT INC
CIK 0001082339
$25M615K0.31%Q1 202604
Carroll Advisory Group, LLC
CIK 0002108684
$23M501K7.65%Q2 202605
PARTNERS CAPITAL INVESTMENT GROUP, LLP
CIK 0001694870
$17M421K0.65%Q1 202606
SCOTIA CAPITAL INC.
CIK 0001335644
$15M358K0.06%Q1 202607
OSAIC HOLDINGS, INC.
CIK 0001677044
$13M322K0.02%Q1 202608
Wolf Group Capital Advisors
CIK 0001579111
$12M354K3.98%Q1 202509
LPL Financial LLC
CIK 0001403438
$10M255K0.00%Q1 202610
Kingsview Wealth Management, LLC
CIK 0001791965
$8M189K0.11%Q1 202611
Mariner, LLC
CIK 0001373442
$6M150K0.01%Q1 202612
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$5M121K0.00%Q1 202613
BANK OF AMERICA CORP /DE/
CIK 0000070858
$4M108K0.00%Q1 202614
Nova Wealth Management, Inc.
CIK 0002051980
$3M59K1.51%Q2 202615
PACIFIC FINANCIAL GROUP INC
CIK 0001279926
$3M66K1.45%Q1 202616
Independent Advisor Alliance
CIK 0001696899
$3M63K0.03%Q1 202617
Equitable Holdings, Inc.
CIK 0001333986
$2M63K0.02%Q1 202618
Concurrent Investment Advisors, LLC
CIK 0002001015
$2M60K0.03%Q1 202619
NewEdge Advisors, LLC
CIK 0001633516
$2M54K0.01%Q1 202620
CITADEL ADVISORS LLC
CIK 0001423053
$2M50K0.00%Q4 2025
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