Ishares CUR HDG Msci Acwi (HAWX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Carroll Advisory Group, LLC

DECREASED

Shares493,395 from 501,020

Change-7,625 (-2%)

Value$22.4M (-$897.2K)

Filed 2026-10-16

LPL Financial LLC

INCREASED

Shares304,872 from 277,464

Change+27,408 (+10%)

Value$13.8M (+$939.2K)

Filed 2026-11-06

Concurrent Investment Advisors, LLC

DECREASED

Shares59,906 from 63,036

Change-3,130 (-5%)

Value$2.7M (-$211.4K)

Filed 2026-10-16

Thrivent Financial for Lutherans

NEW

Shares22,250

Change+22,250

Value$1.0M

Filed 2026-11-05

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares16,909 from 17,320

Change-411 (-2%)

Value$763.3K (-$26.8K)

Filed 2026-10-13

Journey Retirement Planning & Investment Management LLC

INCREASED

Shares16,363 from 12,106

Change+4,257 (+35%)

Value$742.9K (+$180.1K)

Filed 2026-10-09

Prime Capital Investment Advisors, LLC

DECREASED

Shares14,673 from 17,560

Change-2,887 (-16%)

Value$666.1K (-$150.4K)

Filed 2026-10-20

Whitaker-Myers Wealth Managers, Ltd.

INCREASED

Shares13,148 from 13,023

Change+125 (+1%)

Value$596.9K (-$8.6K)

Filed 2026-10-09

Kestra Advisory Services, LLC

INCREASED

Shares12,442 from 9,990

Change+2,452 (+25%)

Value$564.8K (+$100.3K)

Filed 2026-11-02

Commonwealth Equity Services, LLC

INCREASED

Shares9,710 from 8,010

Change+1,700 (+21%)

Value$440.8K (+$68.3K)

Filed 2026-11-02

Ashton Thomas Private Wealth, LLC

DECREASED

Shares8,241 from 8,463

Change-222 (-3%)

Value$374.1K (-$19.4K)

Filed 2026-11-03

Creative Planning

UNCHANGED

Shares7,183 from 7,183

Change0 (0%)

Value$326.1K (-$7.9K)

Filed 2026-11-02

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares6,496 from 5,143

Change+1,353 (+26%)

Value$295 (-$238.7K)

Filed 2026-11-02

Redwood Financial Network Corp

DECREASED

Shares5,189 from 5,358

Change-169 (-3%)

Value$235.6K (-$13.6K)

Filed 2026-11-03

Ashton Thomas Securities, LLC

NEW

Shares1,688

Change+1,688

Value$76.6K

Filed 2026-10-26

Parallel Advisors, LLC

UNCHANGED

Shares1,387 from 1,387

Change0 (0%)

Value$63.0K (-$1.5K)

Filed 2026-11-03

Private Trust Co NA

UNCHANGED

Shares1,200 from 1,200

Change0 (0%)

Value$54.5K (-$1.3K)

Filed 2026-10-20

NBH Bank

UNCHANGED

Shares307 from 307

Change0 (0%)

Value$13.9K (-$337)

Filed 2026-11-05

Piscataqua Savings Bank

UNCHANGED

Shares265 from 265

Change0 (0%)

Value$12.0K (-$288)

Filed 2026-10-21

Clearstead Advisors, LLC

CLOSED

Shares0 from 11,404

Change-11,404 (-100%)

Value$0 (-$530.3K)

Filed 2026-11-06

Fifth Third Bancorp

CLOSED

Shares0 from 1,086

Change-1,086 (-100%)

Value$0 (-$50.5K)

Filed 2026-11-05

Glass Jacobson Investment Advisors llc

CLOSED

Shares0 from 688

Change-688 (-100%)

Value$0 (-$32.0K)

Filed 2026-10-26

Beacon Pointe Advisors, LLC

N/A

Shares— from 1,560,237

Change-1,560,237 (-100%)

Value—

Coldstream Capital Management Inc

N/A

Shares— from 508,624

Change-508,624 (-100%)

Value—

Partners Capital Investment Group, LLP

N/A

Shares— from 400,263

Change-400,263 (-100%)

Value—

Scotia Capital Inc.

N/A

Shares— from 334,946

Change-334,946 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 307,628

Change-307,628 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 201,618

Change-201,618 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 132,958

Change-132,958 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 115,238

Change-115,238 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 113,276

Change-113,276 (-100%)

Value—

Pacific Financial Group Inc

N/A

Shares— from 80,061

Change-80,061 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 70,414

Change-70,414 (-100%)

Value—

Nova Wealth Management, Inc.

N/A

Shares— from 58,880

Change-58,880 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 45,089

Change-45,089 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 40,056

Change-40,056 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 31,329

Change-31,329 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 27,798

Change-27,798 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 20,916

Change-20,916 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 20,781

Change-20,781 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 19,963

Change-19,963 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 13,862

Change-13,862 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 12,192

Change-12,192 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 11,882

Change-11,882 (-100%)

Value—

&partners

N/A

Shares— from 10,620

Change-10,620 (-100%)

Value—

Clark Capital Management Group, Inc.

N/A

Shares— from 10,367

Change-10,367 (-100%)

Value—

Star Financial Bank

N/A

Shares— from 8,695

Change-8,695 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 7,576

Change-7,576 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 7,421

Change-7,421 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 7,272

Change-7,272 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 7,023

Change-7,023 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 6,195

Change-6,195 (-100%)

Value—

Essex Financial Services, Inc.

N/A

Shares— from 5,731

Change-5,731 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 5,463

Change-5,463 (-100%)

Value—

FMR LLC

N/A

Shares— from 2,728

Change-2,728 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 2,431

Change-2,431 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,416

Change-1,416 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 1,304

Change-1,304 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 1,268

Change-1,268 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 445

Change-445 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 31

Change-31 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 0

Change0

Value—

	Status
Carroll Advisory Group, LLC	DECREASED	493,395	501,020	-7,625	-2%	$23.3M	$22.4M	-$897.2K	2026-10-16
LPL Financial LLC	INCREASED	304,872	277,464	+27,408	+10%	$12.9M	$13.8M	+$939.2K	2026-11-06
Concurrent Investment Advisors, LLC	DECREASED	59,906	63,036	-3,130	-5%	$2.9M	$2.7M	-$211.4K	2026-10-16
Thrivent Financial for Lutherans	NEW	22,250	—	+22,250	—	—	$1.0M	—	2026-11-05
Wealth Enhancement Advisory Services, LLC	DECREASED	16,909	17,320	-411	-2%	$790.2K	$763.3K	-$26.8K	2026-10-13
Journey Retirement Planning & Investment Management LLC	INCREASED	16,363	12,106	+4,257	+35%	$562.9K	$742.9K	+$180.1K	2026-10-09
Prime Capital Investment Advisors, LLC	DECREASED	14,673	17,560	-2,887	-16%	$816.5K	$666.1K	-$150.4K	2026-10-20
Whitaker-Myers Wealth Managers, Ltd.	INCREASED	13,148	13,023	+125	+1%	$605.6K	$596.9K	-$8.6K	2026-10-09
Kestra Advisory Services, LLC	INCREASED	12,442	9,990	+2,452	+25%	$464.5K	$564.8K	+$100.3K	2026-11-02
Commonwealth Equity Services, LLC	INCREASED	9,710	8,010	+1,700	+21%	$372.5K	$440.8K	+$68.3K	2026-11-02
Ashton Thomas Private Wealth, LLC	DECREASED	8,241	8,463	-222	-3%	$393.5K	$374.1K	-$19.4K	2026-11-03
Creative Planning	UNCHANGED	7,183	7,183	0	0%	$334.0K	$326.1K	-$7.9K	2026-11-02
Cambridge Investment Research Advisors, Inc.	INCREASED	6,496	5,143	+1,353	+26%	$239.0K	$295	-$238.7K	2026-11-02
Redwood Financial Network Corp	DECREASED	5,189	5,358	-169	-3%	$249.1K	$235.6K	-$13.6K	2026-11-03
Ashton Thomas Securities, LLC	NEW	1,688	—	+1,688	—	—	$76.6K	—	2026-10-26
Parallel Advisors, LLC	UNCHANGED	1,387	1,387	0	0%	$64.5K	$63.0K	-$1.5K	2026-11-03
Private Trust Co NA	UNCHANGED	1,200	1,200	0	0%	$55.8K	$54.5K	-$1.3K	2026-10-20
NBH Bank	UNCHANGED	307	307	0	0%	$14.3K	$13.9K	-$337	2026-11-05
Piscataqua Savings Bank	UNCHANGED	265	265	0	0%	$12.3K	$12.0K	-$288	2026-10-21
Clearstead Advisors, LLC	CLOSED	0	11,404	-11,404	-100%	$530.3K	$0	-$530.3K	2026-11-06
Fifth Third Bancorp	CLOSED	0	1,086	-1,086	-100%	$50.5K	$0	-$50.5K	2026-11-05
Glass Jacobson Investment Advisors llc	CLOSED	0	688	-688	-100%	$32.0K	$0	-$32.0K	2026-10-26
Beacon Pointe Advisors, LLC	N/A	—	1,560,237	-1,560,237	-100%	$72.6M	—	—	—
Coldstream Capital Management Inc	N/A	—	508,624	-508,624	-100%	$23.7M	—	—	—
Partners Capital Investment Group, LLP	N/A	—	400,263	-400,263	-100%	$18.6M	—	—	—
Scotia Capital Inc.	N/A	—	334,946	-334,946	-100%	$15.6M	—	—	—
Osaic Holdings, Inc.	N/A	—	307,628	-307,628	-100%	$14.3M	—	—	—
Kingsview Wealth Management, LLC	N/A	—	201,618	-201,618	-100%	$9.4M	—	—	—
Raymond James Financial Inc	N/A	—	132,958	-132,958	-100%	$6.2M	—	—	—
Private Advisor Group, LLC	N/A	—	115,238	-115,238	-100%	$5.4M	—	—	—
Bank of America Corp	N/A	—	113,276	-113,276	-100%	$5.3M	—	—	—
Pacific Financial Group Inc	N/A	—	80,061	-80,061	-100%	$3.7M	—	—	—
Equitable Holdings, Inc.	N/A	—	70,414	-70,414	-100%	$3.3M	—	—	—
Nova Wealth Management, Inc.	N/A	—	58,880	-58,880	-100%	$2.7M	—	—	—
Mariner, LLC	N/A	—	45,089	-45,089	-100%	$2.1M	—	—	—
NewEdge Advisors, LLC	N/A	—	40,056	-40,056	-100%	$1.9M	—	—	—
Envestnet Asset Management Inc	N/A	—	31,329	-31,329	-100%	$1.5M	—	—	—
Citadel Advisors LLC	N/A	—	27,798	-27,798	-100%	$1.3M	—	—	—
Flow Traders U.S. LLC	N/A	—	20,916	-20,916	-100%	$973.0K	—	—	—
Belpointe Asset Management LLC	N/A	—	20,781	-20,781	-100%	$966.3K	—	—	—
Jane Street Group, LLC	N/A	—	19,963	-19,963	-100%	$928.3K	—	—	—
Focus Partners Wealth	N/A	—	13,862	-13,862	-100%	$644.6K	—	—	—
AE Wealth Management LLC	N/A	—	12,192	-12,192	-100%	$566.9K	—	—	—
Cetera Investment Advisers	N/A	—	11,882	-11,882	-100%	$552.5K	—	—	—
&partners	N/A	—	10,620	-10,620	-100%	$493.8K	—	—	—
Clark Capital Management Group, Inc.	N/A	—	10,367	-10,367	-100%	$482.1K	—	—	—
Star Financial Bank	N/A	—	8,695	-8,695	-100%	$404.3K	—	—	—
Advisory Services Network, LLC	N/A	—	7,576	-7,576	-100%	$352.3K	—	—	—
Susquehanna International Group, LLP	N/A	—	7,421	-7,421	-100%	$345.1K	—	—	—
BFC Planning, Inc.	N/A	—	7,272	-7,272	-100%	$338.1K	—	—	—
MML Investors Services, LLC	N/A	—	7,023	-7,023	-100%	$326.6K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	6,195	-6,195	-100%	$288.1K	—	—	—
Essex Financial Services, Inc.	N/A	—	5,731	-5,731	-100%	$266.5K	—	—	—
Royal Bank of Canada	N/A	—	5,463	-5,463	-100%	$254.0K	—	—	—
FMR LLC	N/A	—	2,728	-2,728	-100%	$126.8K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	2,431	-2,431	-100%	$113.1K	—	—	—
Morgan Stanley	N/A	—	1,416	-1,416	-100%	$65.9K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	1,304	-1,304	-100%	$60.6K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	1,268	-1,268	-100%	$59.0K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	445	-445	-100%	$20.7K	—	—	—
Capital Analysts, LLC	N/A	—	31	-31	-100%	$1	—	—	—
Wells Fargo & Company	N/A	—	0	0	—	$21	—	—	—

Showing 62 of 62 institutions