IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ishares CUR HDG Msci Acwi (HAWX)

CUSIP: 46435G847 | NYSE | 137 institutional holders

Quarters

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

Institutional Holders — Q3 2026

Carroll Advisory Group, LLC493,395
7.1% of portfolio›$22.4M
Concurrent Investment Advisors, LLC59,906
0.0% of portfolio›$2.7M
Thrivent Financial for Lutherans22,250
0.0% of portfolio›$1.0M
Wealth Enhancement Advisory Services, LLC16,909
0.0% of portfolio›$763.3K
Journey Retirement Planning & Investment Management LLC16,363
0.5% of portfolio›$742.9K
Prime Capital Investment Advisors, LLC14,673
0.0% of portfolio›$666.1K
Whitaker-Myers Wealth Managers, Ltd.13,148
0.1% of portfolio›$596.9K
Kestra Advisory Services, LLC12,442
0.0% of portfolio›$564.8K
Commonwealth Equity Services, LLC9,710
0.0% of portfolio›$440.8K
Ashton Thomas Private Wealth, LLC8,241
0.0% of portfolio›$374.1K
Creative Planning7,183
0.0% of portfolio›$326.1K
Cambridge Investment Research Advisors, Inc.6,496
0.0% of portfolio›$295
Redwood Financial Network Corp5,189
0.1% of portfolio›$235.6K
Ashton Thomas Securities, LLC1,688
0.0% of portfolio›$76.6K
Parallel Advisors, LLC1,387
0.0% of portfolio›$63.0K
Private Trust Co NA1,200
0.0% of portfolio›$54.5K
Piscataqua Savings Bank265
0.0% of portfolio›$12.0K
StyleTurnoverLocationFiled
Carroll Advisory Group, LLC
493,395$22.4M7.1%ETFVery LowTexarkana, TX2026-10-16
Concurrent Investment Advisors, LLC
59,906$2.7M0.0%GrowthMediumTampa, FL2026-10-16
Thrivent Financial for Lutherans
22,250$1.0M0.0%GARPMediumMinneapolis, MN2026-11-05
Wealth Enhancement Advisory Services, LLC
16,909$763.3K0.0%CoreLowPlymouth, MN2026-10-13
Journey Retirement Planning & Investment Management LLC
16,363$742.9K0.5%CoreLowAmmon, ID2026-10-09
Prime Capital Investment Advisors, LLC
14,673$666.1K0.0%ETFLowOverland Park, KS2026-10-20
Whitaker-Myers Wealth Managers, Ltd.
13,148$596.9K0.1%ETFMediumMansfield, OH2026-10-09
Kestra Advisory Services, LLC
12,442$564.8K0.0%CoreLowAustin, TX2026-11-02
Commonwealth Equity Services, LLC
9,710$440.8K0.0%ETFLowWaltham, MA2026-11-02
Ashton Thomas Private Wealth, LLC
8,241$374.1K0.0%CoreMediumScottsdale, AZ2026-11-03
Creative Planning
7,183$326.1K0.0%IndexVery LowOverland Park, KS2026-11-02
Cambridge Investment Research Advisors, Inc.
6,496$2950.0%ETFLowFairfield, IA2026-11-02
Redwood Financial Network Corp
5,189$235.6K0.1%ETFLowSolon, OH2026-11-03
Ashton Thomas Securities, LLC
1,688$76.6K0.0%ETFMediumRochester, NY2026-10-26
Parallel Advisors, LLC
1,387$63.0K0.0%IndexLowSan Francisco, CA2026-11-03
Private Trust Co NA
1,200$54.5K0.0%CoreLowCleveland, OH2026-10-20
Piscataqua Savings Bank
265$12.0K0.0%CoreVery LowPortsmouth, NH2026-10-21