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Isha Curr Hedged Msci Japan (HEWJ)

CUSIP: 46434V886 | NYSE | 350 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

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5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABlackRock Portfolio Management LLC1,225,19710.3%New 5%+ stakeAug 31, 2026No 13F filer matched
13G/ABlackRock Portfolio Management LLC1,225,197
10.3% of class · Aug 31, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Williams Jones Wealth Management, Llc.59,120
0.0% of portfolio›$3.9M
Truist Financial Corp50,249
0.0% of portfolio›$3.3M
US Bancorp \de\27,531
0.0% of portfolio›$1.8M
Lido Advisors, LLC21,818
0.0% of portfolio›$1.4M
Bank of New York Mellon Corp18,421
0.0% of portfolio›$1.2M
Ascentis Independent Advisors18,187
0.1% of portfolio›$1.2M
Robertson Stephens Wealth Management, LLC15,773
0.0% of portfolio›$1.0M
Somerset Trust Co14,968
0.3% of portfolio›$977.0K
Vise Technologies, Inc.11,543
0.0% of portfolio›$753.4K
Fifth Third Bancorp9,532
0.0% of portfolio›$622.2K
Fiduciary Financial Group, LLC7,222
0.1% of portfolio›$471.4K
Chesley Taft & Associates LLC6,117
0.0% of portfolio›$399.3K
Ritholtz Wealth Management5,488
0.0% of portfolio›$358.2K
Three Bridge Wealth Advisors, LLC5,020
0.1% of portfolio›$327.7K
Laurel OAK Wealth Management, LLC4,600
0.0% of portfolio›$300.2K
Simon Quick Advisors, LLC4,385
0.0% of portfolio›$286.2K
LFA - Lugano Financial Advisors SA4,151
0.2% of portfolio›$270.9K
Portfolio Resources Advisor Group, Inc.3,225
0.2% of portfolio›$210.5K
Union Bancaire Privee, UBP SA3,000
0.0% of portfolio›$146.8K
CoreCap Advisors, LLC2,148
0.0% of portfolio›$140.2K
Murphy & Mullick Capital Management Corp1,049
0.0% of portfolio›$68.5K
SBI Securities Co., Ltd.933
0.0% of portfolio›$60.9K
Compass Financial Management LLC825
0.0% of portfolio›$53.8K
Provenance Wealth Advisors, LLC156
0.0% of portfolio›$10.2K
Ascentis Wealth Management, LLC40
0.0% of portfolio›$2.6K
Tsfg, LLC38
0.0% of portfolio›$3
StyleTurnoverLocationFiled
Williams Jones Wealth Management, Llc.
59,120$3.9M0.0%GrowthLowNew York, NY2026-11-05
Truist Financial Corp
50,249$3.3M0.0%CoreLowCharlotte, NC2026-10-30
US Bancorp \de\
27,531$1.8M0.0%IndexLowMinneapolis, MN2026-11-05
Lido Advisors, LLC
21,818$1.4M0.0%GrowthLowLos Angeles, CA2026-11-04
Bank of New York Mellon Corp
18,421$1.2M0.0%CoreLowNew York, NY2026-11-05
Ascentis Independent Advisors
18,187$1.2M0.1%ETFLowDallas, TX2026-11-03
Robertson Stephens Wealth Management, LLC
15,773$1.0M0.0%ETFMediumSan Francisco, CA2026-10-16
Somerset Trust Co
14,968$977.0K0.3%CoreVery LowSomerset, PA2026-10-13
Vise Technologies, Inc.
11,543$753.4K0.0%IndexLowNew York, NY2026-10-29
Fifth Third Bancorp
9,532$622.2K0.0%IndexVery LowCincinnati, OH2026-11-05
Fiduciary Financial Group, LLC
7,222$471.4K0.1%ETFLowSan Rafael, CA2026-10-13
Chesley Taft & Associates LLC
6,117$399.3K0.0%CoreLowChicago, IL2026-10-13
Ritholtz Wealth Management
5,488$358.2K0.0%IndexLowNew York, NY2026-11-05
Three Bridge Wealth Advisors, LLC
5,020$327.7K0.1%ETFLowLos Altos, CA2026-11-05
Laurel OAK Wealth Management, LLC
4,600$300.2K0.0%GrowthLowMarlton, NJ2026-10-19
Simon Quick Advisors, LLC
4,385$286.2K0.0%ETFLowMorristown, NJ2026-10-26
LFA - Lugano Financial Advisors SA
4,151$270.9K0.2%ETFLowLugano, Switzerland2026-11-03
Portfolio Resources Advisor Group, Inc.
3,225$210.5K0.2%ETFMediumCoral Gables, FL2026-10-20
Union Bancaire Privee, UBP SA
3,000$146.8K0.0%GrowthMediumGeneva 1, Switzerland2026-11-04
CoreCap Advisors, LLC
2,148$140.2K0.0%ETFMediumSouthfield, MI2026-10-08
Murphy & Mullick Capital Management Corp
1,049$68.5K0.0%GrowthLowSmithtown, NY2026-11-02
SBI Securities Co., Ltd.
933$60.9K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Compass Financial Management LLC
825$53.8K0.0%CoreN/ATampa, FL2026-10-30
Provenance Wealth Advisors, LLC
156$10.2K0.0%ETFLowFort Lauderdale, FL2026-10-30
Ascentis Wealth Management, LLC
40$2.6K0.0%Agg GrowthLowDallas, TX2026-11-03
Tsfg, LLC
38$30.0%ETFLowLake Forest, IL2026-10-23