HAWXISHARES TR
CUSIP 46435G847 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (HAWX) has 55 institutional holders in Filings Flow’s 13F database, together reporting 5.33M shares worth $218M as of Q1 2026. The largest reported holders are Beacon Pointe Advisors, LLC, Financial Advisors, LLC, and Coldstream Capital Management Inc.
Institutional Holders
55
Q1 2026
Reported Value
$218M
Ticker
HAWX
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Financial Advisors, LLC$564M AUM | 11.34% | $64M | 1.69M | Q3 2025OLDER |
| Carroll Advisory Group, LLC$258M AUM | 8.78% | $23M | 553.0K | Q1 2026 |
| PACIFIC FINANCIAL GROUP INC$186M AUM | 1.45% | $3M | 65.6K | Q1 2026 |
| Nova Wealth Management, Inc.$154M AUM | 1.20% | $2M | 45.2K | Q1 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP$2.7B AUM | 0.65% | $17M | 420.8K | Q1 2026 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$114M AUM | 0.42% | $472,324 | 11.6K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.34% | $64M | 1.57M | Q1 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.31% | $25M | 614.7K | Q1 2026 |
| Redwood Financial Network Corp$153M AUM | 0.18% | $280,009 | 6.8K | Q1 2026 |
| STAR Financial Bank$212M AUM | 0.17% | $355,539 | 8.7K | Q1 2026 |
| PKS Advisory Services, LLC$430M AUM | 0.17% | $733,853 | 18.6K | Q4 2025OLDER |
| CW Advisors, LLC$10.3B AUM | 0.13% | $13M | 368.1K | Q2 2025OLDER |
| Whitaker-Myers Wealth Managers, LTD.$599M AUM | 0.11% | $533,056 | 13.0K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.11% | $8M | 188.6K | Q1 2026 |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.06% | $15M | 358.5K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.04% | $1M | 32.3K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.03% | $826,264 | 20.2K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.03% | $3M | 62.7K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.03% | $2M | 60.2K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $13M | 321.7K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.02% | $2M | 63.0K | Q1 2026 |
| Essex Financial Services, Inc.$1.8B AUM | 0.01% | $234,341 | 5.7K | Q1 2026 |
| McIlrath & Eck, LLC$1.3B AUM | 0.01% | $169,734 | 4.2K | Q1 2026 |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.01% | $28,142 | 688 | Q1 2026 |
| Destiny Wealth Partners, LLC$914M AUM | 0.01% | $83,334 | 2.0K | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.01% | $718,023 | 17.6K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $2M | 57.4K | Q4 2025OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $346,052 | 8.5K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.01% | $6M | 150.1K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.01% | $1M | 34.9K | Q2 2025OLDER |
| Bank of Jackson Hole Trust$207M AUM | 0.01% | $12,553 | 307 | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.01% | $617,071 | 15.1K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $72,171 | 1.8K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $49,068 | 1.2K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.00% | $205,065 | 5.4K | Q3 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $309,784 | 7.6K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $61,059 | 1.6K | Q3 2025OLDER |
| Westend Capital Management, LLC$333M AUM | 0.00% | $12,880 | 315 | Q1 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.00% | $222,776 | 6.3K | Q2 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $10M | 254.8K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $498,519 | 12.2K | Q1 2026 |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.00% | $423,907 | 10.4K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $394,462 | 9.6K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $865,514 | 21.0K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $5M | 120.6K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $304,361 | 7.4K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $256,176 | 6.3K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $56,714 | 1.4K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $229,243 | 5.6K | Q1 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $14,252 | 361 | Q4 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $566,817 | 13.9K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $237,995 | 6.0K | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $533,298 | 13.0K | Q1 2026 |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $7,027 | 178 | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $318,960 | 7.8K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $53,321 | 1.3K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 56.0K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $1M | 31.0K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $4M | 107.9K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 35.9K | Q2 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $293,713 | 7.2K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $99,411 | 2.4K | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $6,222 | 176 | Q2 2025OLDER |
| TOTAL INVESTMENT MANAGEMENT INC$858M AUM | 0.00% | $565 | 16 | Q2 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $218,000 | 5.3K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $267,280 | 6.8K | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $18,196 | 445 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $116,224 | 2.8K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $1,145 | 29 | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $3,948 | 100 | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $18 | 0 | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $52 | 1 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.