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Isha Curr Hedged Msci Japan (HEWJ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Deutsche Bank Ag\
INCREASED
Shares746,677 from 730,487
Change+16,190 (+2%)
Value$48.7M (+$1.6M)
Filed 2026-11-06
Williams Jones Wealth Management, Llc.
DECREASED
Shares59,120 from 62,520
Change-3,400 (-5%)
Value$3.9M (-$175.0K)
Filed 2026-11-05
LPL Financial LLC
INCREASED
Shares58,876 from 43,039
Change+15,837 (+37%)
Value$3.8M (+$1.1M)
Filed 2026-11-06
Truist Financial Corp
DECREASED
Shares50,249 from 95,803
Change-45,554 (-48%)
Value$3.3M (-$2.9M)
Filed 2026-10-30
US Bancorp \de\
DECREASED
Shares27,531 from 28,435
Change-904 (-3%)
Value$1.8M (-$37.7K)
Filed 2026-11-05
Natixis
DECREASED
Shares25,441 from 27,913
Change-2,472 (-9%)
Value$1.7M (-$140.4K)
Filed 2026-11-06
Lido Advisors, LLC
INCREASED
Shares21,818 from 20,703
Change+1,115 (+5%)
Value$1.4M (+$88.3K)
Filed 2026-11-04
Bank of New York Mellon Corp
UNCHANGED
Shares18,421 from 18,421
Change0 (0%)
Value$1.2M (+$13.8K)
Filed 2026-11-05
Ascentis Independent Advisors
NEW
Shares18,187
Change+18,187
Value$1.2M
Filed 2026-11-03
Robertson Stephens Wealth Management, LLC
INCREASED
Shares15,773 from 11,730
Change+4,043 (+34%)
Value$1.0M (+$272.7K)
Filed 2026-10-16
Somerset Trust Co
INCREASED
Shares14,968 from 14,839
Change+129 (+1%)
Value$977.0K (+$19.5K)
Filed 2026-10-13
PNC Financial Services Group, Inc.
UNCHANGED
Shares11,631 from 11,631
Change0 (0%)
Value$759.2K (+$8.7K)
Filed 2026-11-06
Vise Technologies, Inc.
INCREASED
Shares11,543 from 11,116
Change+427 (+4%)
Value$753.4K (+$36.2K)
Filed 2026-10-29
Fifth Third Bancorp
INCREASED
Shares9,532 from 9,143
Change+389 (+4%)
Value$622.2K (+$32.2K)
Filed 2026-11-05
Fiduciary Financial Group, LLC
UNCHANGED
Shares7,222 from 7,222
Change0 (0%)
Value$471.4K (+$5.4K)
Filed 2026-10-13
Chesley Taft & Associates LLC
INCREASED
Shares6,117 from 5,259
Change+858 (+16%)
Value$399.3K (+$59.9K)
Filed 2026-10-13
Ritholtz Wealth Management
INCREASED
Shares5,488 from 5,226
Change+262 (+5%)
Value$358.2K (+$21.0K)
Filed 2026-11-05
Three Bridge Wealth Advisors, LLC
UNCHANGED
Shares5,020 from 5,020
Change0 (0%)
Value$327.7K (+$3.8K)
Filed 2026-11-05
Laurel OAK Wealth Management, LLC
DECREASED
Shares4,600 from 4,725
Change-125 (-3%)
Value$300.2K (-$4.6K)
Filed 2026-10-19
Simon Quick Advisors, LLC
UNCHANGED
Shares4,385 from 4,385
Change0 (0%)
Value$286.2K (+$3.3K)
Filed 2026-10-26
LFA - Lugano Financial Advisors SA
DECREASED
Shares4,151 from 6,868
Change-2,717 (-40%)
Value$270.9K (-$172.2K)
Filed 2026-11-03
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares3,225 from 3,225
Change0 (0%)
Value$210.5K (+$2.4K)
Filed 2026-10-20
Geneos Wealth Management Inc.
UNCHANGED
Shares3,200 from 3,200
Change0 (0%)
Value$208.9K (+$2.4K)
Filed 2026-11-09
Union Bancaire Privee, UBP SA
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$146.8K (+$1.5K)
Filed 2026-11-04
CoreCap Advisors, LLC
DECREASED
Shares2,148 from 2,188
Change-40 (-2%)
Value$140.2K (-$970)
Filed 2026-10-08
Murphy & Mullick Capital Management Corp
INCREASED
Shares1,049 from 1,045
Change+4 (+0%)
Value$68.5K (+$1.0K)
Filed 2026-11-02
SBI Securities Co., Ltd.
DECREASED
Shares933 from 1,008
Change-75 (-7%)
Value$60.9K (-$4.1K)
Filed 2026-10-22
Compass Financial Management LLC
DECREASED
Shares825 from 1,515
Change-690 (-46%)
Value$53.8K (-$42.0K)
Filed 2026-10-30
IFG Advisory, LLC
INCREASED
Shares825 from 438
Change+387 (+88%)
Value$53.8K (+$25.6K)
Filed 2026-11-09
Bank of Montreal
DECREASED
Shares632 from 637
Change-5 (-1%)
Value$41.3K (+$152)
Filed 2026-11-09
Provenance Wealth Advisors, LLC
NEW
Shares156
Change+156
Value$10.2K
Filed 2026-10-30
Ascentis Wealth Management, LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$2.6K (+$30)
Filed 2026-11-03
Tsfg, LLC
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$3 (+$1)
Filed 2026-10-23
TD Waterhouse Canada Inc.
CLOSED
Shares0 from 125,349
Change-125,349 (-100%)
Value$0 (-$8.1M)
Filed 2026-10-16
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 2,153
Change-2,153 (-100%)
Value$0 (-$138.9K)
Filed 2026-11-06
Mirae Asset Global Investments Co., Ltd.
CLOSED
Shares0 from 1,697
Change-1,697 (-100%)
Value$0 (-$109.5K)
Filed 2026-11-03
Barclays PLC
CLOSED
Shares0 from 681
Change-681 (-100%)
Value$0 (-$43.9K)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 73
Change-73 (-100%)
Value$0 (-$4.7K)
Filed 2026-11-04
Central Trust Co
CLOSED
Shares0 from 31
Change-31 (-100%)
Value$0 (-$2.0K)
Filed 2026-11-05
Bank of America Corp
N/A
Shares— from 1,890,942
Change-1,890,942 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 881,345
Change-881,345 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 670,038
Change-670,038 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 468,047
Change-468,047 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 445,357
Change-445,357 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 295,885
Change-295,885 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 173,243
Change-173,243 (-100%)
Value—
UBS Group AG
N/A
Shares— from 139,055
Change-139,055 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 91,578
Change-91,578 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 38,022
Change-38,022 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 36,278
Change-36,278 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 34,187
Change-34,187 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 31,212
Change-31,212 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 20,774
Change-20,774 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 20,530
Change-20,530 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 15,764
Change-15,764 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 14,021
Change-14,021 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 12,068
Change-12,068 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 11,338
Change-11,338 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 10,588
Change-10,588 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 10,165
Change-10,165 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 10,035
Change-10,035 (-100%)
Value—
Intrepid Family Office LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 8,495
Change-8,495 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 8,309
Change-8,309 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 7,419
Change-7,419 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 6,663
Change-6,663 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 5,797
Change-5,797 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 5,765
Change-5,765 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 5,625
Change-5,625 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 5,068
Change-5,068 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 5,009
Change-5,009 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 4,672
Change-4,672 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 4,411
Change-4,411 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 4,311
Change-4,311 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 3,948
Change-3,948 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 3,921
Change-3,921 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,017
Change-3,017 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,323
Change-2,323 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 2,198
Change-2,198 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 2,001
Change-2,001 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,821
Change-1,821 (-100%)
Value—
Valor Advisors LLC
N/A
Shares— from 1,715
Change-1,715 (-100%)
Value—
Blair William & Co
N/A
Shares— from 200
Change-200 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 185
Change-185 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 114
Change-114 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
Status
Deutsche Bank Ag\
INCREASED746,677730,487+16,190+2%$47.1M$48.7M+$1.6M2026-11-06
Williams Jones Wealth Management, Llc.
DECREASED59,12062,520-3,400-5%$4.0M$3.9M-$175.0K2026-11-05
LPL Financial LLC
INCREASED58,87643,039+15,837+37%$2.8M$3.8M+$1.1M2026-11-06
Truist Financial Corp
DECREASED50,24995,803-45,554-48%$6.2M$3.3M-$2.9M2026-10-30
US Bancorp \de\
DECREASED27,53128,435-904-3%$1.8M$1.8M-$37.7K2026-11-05
Natixis
DECREASED25,44127,913-2,472-9%$1.8M$1.7M-$140.4K2026-11-06
Lido Advisors, LLC
INCREASED21,81820,703+1,115+5%$1.3M$1.4M+$88.3K2026-11-04
Bank of New York Mellon Corp
UNCHANGED18,42118,42100%$1.2M$1.2M+$13.8K2026-11-05
Ascentis Independent Advisors
NEW18,187—+18,187——$1.2M—2026-11-03
Robertson Stephens Wealth Management, LLC
INCREASED15,77311,730+4,043+34%$756.8K$1.0M+$272.7K2026-10-16
Somerset Trust Co
INCREASED14,96814,839+129+1%$957.4K$977.0K+$19.5K2026-10-13
PNC Financial Services Group, Inc.
UNCHANGED11,63111,63100%$750.4K$759.2K+$8.7K2026-11-06
Vise Technologies, Inc.
INCREASED11,54311,116+427+4%$717.2K$753.4K+$36.2K2026-10-29
Fifth Third Bancorp
INCREASED9,5329,143+389+4%$589.9K$622.2K+$32.2K2026-11-05
Fiduciary Financial Group, LLC
UNCHANGED7,2227,22200%$466.0K$471.4K+$5.4K2026-10-13
Chesley Taft & Associates LLC
INCREASED6,1175,259+858+16%$339.3K$399.3K+$59.9K2026-10-13
Ritholtz Wealth Management
INCREASED5,4885,226+262+5%$337.2K$358.2K+$21.0K2026-11-05
Three Bridge Wealth Advisors, LLC
UNCHANGED5,0205,02000%$323.9K$327.7K+$3.8K2026-11-05
Laurel OAK Wealth Management, LLC
DECREASED4,6004,725-125-3%$304.9K$300.2K-$4.6K2026-10-19
Simon Quick Advisors, LLC
UNCHANGED4,3854,38500%$282.9K$286.2K+$3.3K2026-10-26
LFA - Lugano Financial Advisors SA
DECREASED4,1516,868-2,717-40%$443.1K$270.9K-$172.2K2026-11-03
Portfolio Resources Advisor Group, Inc.
UNCHANGED3,2253,22500%$208.1K$210.5K+$2.4K2026-10-20
Geneos Wealth Management Inc.
UNCHANGED3,2003,20000%$206.5K$208.9K+$2.4K2026-11-09
Union Bancaire Privee, UBP SA
UNCHANGED3,0003,00000%$145.3K$146.8K+$1.5K2026-11-04
CoreCap Advisors, LLC
DECREASED2,1482,188-40-2%$141.2K$140.2K-$9702026-10-08
Murphy & Mullick Capital Management Corp
INCREASED1,0491,045+4+0%$67.4K$68.5K+$1.0K2026-11-02
SBI Securities Co., Ltd.
DECREASED9331,008-75-7%$65.0K$60.9K-$4.1K2026-10-22
Compass Financial Management LLC
DECREASED8251,515-690-46%$95.9K$53.8K-$42.0K2026-10-30
IFG Advisory, LLC
INCREASED825438+387+88%$28.3K$53.8K+$25.6K2026-11-09
Bank of Montreal
DECREASED632637-5-1%$41.1K$41.3K+$1522026-11-09
Provenance Wealth Advisors, LLC
NEW156—+156——$10.2K—2026-10-30
Ascentis Wealth Management, LLC
UNCHANGED404000%$2.6K$2.6K+$302026-11-03
Tsfg, LLC
UNCHANGED383800%$2$3+$12026-10-23
TD Waterhouse Canada Inc.
CLOSED0125,349-125,349-100%$8.1M$0-$8.1M2026-10-16
Institute for Wealth Management, Llc.
CLOSED02,153-2,153-100%$138.9K$0-$138.9K2026-11-06
Mirae Asset Global Investments Co., Ltd.
CLOSED01,697-1,697-100%$109.5K$0-$109.5K2026-11-03
Barclays PLC
CLOSED0681-681-100%$43.9K$0-$43.9K2026-11-06
EverSource Wealth Advisors, LLC
CLOSED073-73-100%$4.7K$0-$4.7K2026-11-04
Central Trust Co
CLOSED031-31-100%$2.0K$0-$2.0K2026-11-05
Bank of America Corp
N/A—1,890,942-1,890,942-100%$122.0M———
BlackRock, Inc.
N/A—881,345-881,345-100%$56.9M———
Modern Wealth Management, LLC
N/A—670,038-670,038-100%$43.2M———
JPMorgan Chase & Co
N/A—468,047-468,047-100%$30.0M———
Morgan Stanley
N/A—445,357-445,357-100%$28.7M———
Partners Capital Investment Group, LLP
N/A—295,885-295,885-100%$19.1M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—173,243-173,243-100%$11.2M———
UBS Group AG
N/A—139,055-139,055-100%$9.0M———
Envestnet Asset Management Inc
N/A—91,578-91,578-100%$5.9M———
GTS Securities LLC
N/A—38,022-38,022-100%$2.5M———
Wells Fargo & Company
N/A—36,278-36,278-100%$2.3M———
Jones Financial Companies Lllp
N/A—34,187-34,187-100%$2.2M———
Citadel Advisors LLC
N/A—31,212-31,212-100%$2.0M———
NewEdge Advisors, LLC
N/A—20,774-20,774-100%$1.3M———
Oversea-Chinese Banking Corp Ltd
N/A—20,530-20,530-100%$1.3M———
Goldman Sachs Group Inc
N/A—15,764-15,764-100%$1.0M———
Cetera Investment Advisers
N/A—14,021-14,021-100%$904.6K———
CIBC World Market Inc.
N/A—12,068-12,068-100%$778.6K———
UBS Asset Management Americas LLC
N/A—11,338-11,338-100%$731.5K———
Rockefeller Capital Management L.P.
N/A—10,588-10,588-100%$683.2K———
BNP Paribas Financial Markets
N/A—10,165-10,165-100%$655.8K———
Advisory Alpha, LLC
N/A—10,035-10,035-100%$647.5K———
Intrepid Family Office LLC
N/A—10,000-10,000-100%$645.2K———
EP Wealth Advisors, LLC
N/A—8,495-8,495-100%$548.1K———
Northwestern Mutual Wealth Management Co
N/A—8,309-8,309-100%$536.1K———
Quantinno Capital Management LP
N/A—7,419-7,419-100%$478.7K———
Ameriprise Financial Inc
N/A—6,663-6,663-100%$429.9K———
Arkadios Wealth Advisors
N/A—5,797-5,797-100%$374.0K———
Scotia Capital Inc.
N/A—5,765-5,765-100%$372.0K———
Sumitomo Mitsui Financial Group, Inc.
N/A—5,625-5,625-100%$362.9K———
Tradition Wealth Management, LLC
N/A—5,068-5,068-100%$327.0K———
Susquehanna International Group, LLP
N/A—5,009-5,009-100%$323.2K———
Hilltop Holdings Inc.
N/A—5,000-5,000-100%$322.6K———
Raymond James Financial Inc
N/A—4,672-4,672-100%$301.4K———
O'shaughnessy Asset Management, LLC
N/A—4,411-4,411-100%$284.6K———
MML Investors Services, LLC
N/A—4,311-4,311-100%$278.1K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—3,948-3,948-100%$254.8K———
Foundations Investment Advisors, LLC
N/A—3,921-3,921-100%$253.0K———
Osaic Holdings, Inc.
N/A—3,017-3,017-100%$194.7K———
Royal Bank of Canada
N/A—2,323-2,323-100%$150.0K———
Franklin Resources Inc
N/A—2,200-2,200-100%$141.9K———
Qube Research & Technologies Ltd
N/A—2,198-2,198-100%$141.8K———
National Bank of Canada
N/A—2,001-2,001-100%$128.9K———
FMR LLC
N/A—1,821-1,821-100%$117.5K———
Valor Advisors LLC
N/A—1,715-1,715-100%$110.7K———
Blair William & Co
N/A—200-200-100%$12.9K———
Federation des caisses Desjardins du Quebec
N/A—185-185-100%$11.9K———
Aventura Private Wealth, LLC
N/A—114-114-100%$7.4K———
WealthShield Partners, LLC
N/A—51-51-100%$3.3K———
Showing 88 of 88 institutions