EWJ · iShares MSCI Japan ETF · Holdings ETF

$95.77 +0.34 (+0.36%)

Volume · Oct 20 3.42M Avg daily vol (3M) 3.8M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.

Quarter:

Holders: 133

Total Value: $275,307,379

Total Shares: 2,824,825

Showing 1–100 of 133 holdings by value · page 1 of 2

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 133 13F filers · Δ vs Jun 30, 2026

Top Holder

14.2%

−2.0 pts

Top 5

45.1%

−5.8 pts

Top 10

59.6%

−4.5 pts

HHI

525

Broadly held−194

Who Holds EWJ

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 786 filers, like-for-like change +7.0%; actively managed books -1.7%; index-like books +26.7%.

Holder type	Share	Filers	Change	New	Exited
Registered adviser	13.5%	490	+4.1%	63	32
Exempt adviser	0.2%	4	+119.5%	2	1
Adviser	6.9%	15	+7.8%	1	0
Bank	27.7%	28	-5.8%	1	0
Insurer	0.1%	4	-21.9%	1	1
Broker-dealer	0.8%	1	+2.1%	0	1
Benefit plan	0.4%	2	-14.6%	0	0
Non-US	1.6%	7	-6.2%	0	1
Holding company	34.2%	10	+25.5%	0	1
Unknown	14.6%	225	+2.4%	30	20

Style	Share	Filers	Change	New	Exited
Index-like	34.7%	12	+26.7%	1	0
Systematic-like	0.1%	13	-72.1%	5	4
Concentrated	9.9%	257	+3.5%	38	13
Diversified active	54.7%	499	-1.9%	52	38
Unknown	0.6%	5	+117.3%	2	2
Not measured	0.0%	0	—	0	0

Turnover	Share	Filers	Change	New	Exited
Low turnover	86.5%	520	+11.1%	46	24
Medium turnover	9.0%	154	-27.4%	21	15
High turnover	1.6%	43	+52.3%	21	11
Unknown	2.9%	69	+36.0%	10	7
Not measured	0.0%	0	—	0	0

Holding horizon	Share	Filers	Change	New	Exited
Short horizon	3.6%	79	+48.6%	20	8
Medium horizon	19.3%	163	+48.3%	24	16
Long horizon	73.7%	513	-0.2%	46	28
Unknown	3.4%	31	-17.8%	8	5
Not measured	0.0%	0	—	0	0

13F book size	Share	Filers	Change	New	Exited
Under $1B	5.8%	344	+10.9%	47	23
$1B to $10B	10.1%	280	0.0%	38	22
$10B to $100B	8.4%	112	+0.4%	9	10
$100B or more	75.6%	50	+8.5%	4	2
Not measured	0.0%	0	—	0	0

Client base	Share	Filers	Change	New	Exited
Individuals and high net worth	10.3%	405	+8.7%	50	23
Pooled investment vehicles	0.6%	24	-26.3%	9	4
Registered funds and BDCs	1.0%	8	+0.2%	1	2
Pension and profit sharing plans	0.1%	7	-53.7%	0	2
Insurance companies	0.2%	3	-14.4%	0	0
Charitable organizations	0.0%	2	+4.1%	0	0
Governments and sovereign funds	0.1%	3	+400.6%	1	0
Corporations	0.2%	10	+30.4%	0	0
Other investment advisers	0.0%	6	-66.9%	1	0
Other	0.3%	4	+1.2%	0	0
Diversified	0.7%	18	-1.0%	1	1
Unknown	86.5%	296	+7.5%	35	25

Private funds	Share	Filers	Change	New	Exited
Hedge funds	1.9%	51	-3.7%	15	4
Private equity funds	0.9%	28	-9.3%	0	1
Venture capital funds	0.0%	3	+0.1%	0	0
Real estate funds	0.1%	8	+12.0%	1	0
Liquidity funds	0.0%	1	+12.8%	0	0
Securitized asset funds	0.2%	2	-45.1%	0	0
Other private funds	1.5%	29	+13.6%	4	1
Mixed private funds	0.1%	7	-6.0%	1	2
Private funds, type not stated	0.0%	2	+40.5%	0	0
No private funds	9.1%	363	+9.0%	44	25
Unknown	86.3%	292	+7.4%	33	24

Location	Share	Filers	Change	New	Exited
United States	83.7%	691	+10.6%	88	49
Outside the US	16.3%	95	-8.1%	10	8

The Sep 30, 2026 filing window is still open, so its bar shows only the filers that have filed so far.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 12 holders with no observed 2026-03-31 13F and 10 holders with no observed 2026-06-30 13F. Compared across CIK changes: 4 filers continue as Evelyn Partners Group Ltd.

Conviction and Crowding

786 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders

123

15.6% of filers hold it in their top 10

Mar 31, 2026: 124

Holders above 5%

median weight 0.037%

Mar 31, 2026: 14

Crowding

—

shares outstanding is an issuer-wide count, not one listing's

Private-fund advisers

—

of shares outstanding

Institutional ownership

—

shares outstanding is an issuer-wide count, not one listing's

Top 10 holders

67.0%

of 13F shares, Herfindahl 0.078

Active holders

-1.7%

like-for-like share change of active filers

5% stakes on record

0 13D, 2 13G (2 institutional, 0 passive, 0 exempt)

How long holders have held it value-weighted 19.5 quarters

Under 1 year 6.86% 1 to 3 years 22.5% 3 years or more 70.6% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost

$76.76

estimated per share

Mar 31, 2026: $73.14

Quarter-end price

$93.26

implied by 13F values

Estimated gain or loss

+21.5%

price against the estimated cost

Estimated at a loss

0.000%

of costed 13F value

Estimated cost covers 15.8% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Fund Ownership of EWJ by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 7,807,739 shares.

Fund type	Shares	Funds
Index funds	0	0
Index ETFs	7,807,739	2
Active ETFs	0	0
Active funds	0	0
Unclassified	0	0
All registered funds	7,807,739	2

How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Quarterly Activity

vs Jun 30, 2026

New

Increased

Decreased

Sold Out

Unchanged

New and Sold Out count only filers that reported a 13F for both quarters: a first-time filer's book is not a buy, and a fund that has not filed, or withheld its positions under confidential treatment, has not sold.

Holder count: -658

Institutional value: -98.3%

Shares held: -98.3%

Top Buyers

vs Jun 30, 2026

Institution	Added	Now Holds
Micro Tepp RIA, LLC	+20,665	59,746
Mid Diversify Advisory Services, LLC	+19,148	21,858
Mid DIVERSIFY WEALTH MANAGEMENT, LLC	+19,148	21,858
Large Concurrent Investment Advisors, LLC	+10,852	111,939
Small STRATEGY ASSET MANAGERS LLC	+10,512	21,297

Top Sellers

vs Jun 30, 2026

Institution	Sold	Now Holds
Small COOPER INVESTORS PTY LTD	−19,911	32,452
Small Barry Investment Advisors, LLC	−8,184	195,743
Large Farther Finance Advisors, LLC	−6,452	29,890
Small Advisory Solutions Group, LLC	−4,854	5,580
Large Vontobel Holding Ltd.	−3,245	263,657

Top New Positions

vs Jun 30, 2026

Institution	Acquired	Value (USD)
Mid James Hambro & Partners LLP	28,771	$2,804,021
Mid Diversified Enterprises, LLC	11,765	$1,146,616
Small Phraction Management LLC	7,900	$769,934
Small BigSur Wealth Management LLC	3,100	$302,126
Small Patriot Financial Group Insurance Agency, LLC	2,656	$258,853

Top Sold-Out Positions

vs Jun 30, 2026

Institution	Previously Held	Last Value (USD)
Small LexAurum Advisors, LLC	35,703	$3,330,018
Small OAK FAMILY ADVISORS, LLC	26,729	$2,493,013
Mid QUADRANT CAPITAL GROUP LLC	3,294	$307,231
Mid Clark Asset Management, LLC	3,124	$291,375
Small RDA Financial Network	2,978	$277,758

Filter: New 16 Increased 44 Reduced 31 Sold out 12 Unchanged 40

Holder type: Registered adviser 89 Exempt adviser 1 Unknown 43

Showing 100 of 133

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

TRUE Private Wealth Advisors EWJ

$39,125,804

14.21%

401,455

Vontobel Holding Ltd. EWJ

$25,696,010

9.33%

263,657

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK VONTOBEL AG	6,494	$632,905	2.5%	Defined
Vontobel Asset Management Ltd	8,450	$823,537	3.2%	Defined
Vontobel Swiss Financial Advisers AG	248,713	$24,239,568	94.3%	Defined

TD Waterhouse Canada Inc. EWJ

$22,699,018

8.24%

232,906

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TORONTO DOMINION BANK	232,906	$22,699,018	100.0%	Defined

Barry Investment Advisors, LLC EWJ

$19,077,112

6.93%

195,743

Coastline Trust Co EWJ

$17,649,225

6.41%

181,092

Concurrent Investment Advisors, LLC EWJ

$10,909,574

3.96%

111,939

Sarasin & Partners LLP EWJ

$9,062,610

3.29%

92,988

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Sarasin Asset Management Ltd	92,988	$9,062,610	100.0%	Defined

Keystone Global Partners, LLC EWJ

$7,715,713

2.80%

79,168

CoreCap Advisors, LLC EWJ

$6,277,106

2.28%

64,407

Tepp RIA, LLC EWJ

$5,822,845

2.12%

59,746

Cordoba Advisory Partners LLC EWJ

$5,687,765

2.07%

58,360

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC EWJ

$5,322,972

1.93%

54,617

Archford Capital Strategies, LLC EWJ

$5,257,382

1.91%

53,944

BANQUE PICTET & CIE SA EWJ

$3,800,355

1.38%

38,994

Freedom Day Solutions, LLC EWJ

$3,741,489

1.36%

38,390

Dynamic Wealth Strategies, LLC EWJ

$3,585,163

1.30%

36,786

COOPER INVESTORS PTY LTD EWJ

$3,162,771

1.15%

32,452

Slocum, Gordon & Co LLP EWJ

$3,044,065

1.11%

31,234

QUATTRO FINANCIAL ADVISORS LLC EWJ

$3,039,679

1.10%

31,189

Farther Finance Advisors, LLC EWJ

$2,913,079

1.06%

29,890

Chesley Taft & Associates LLC EWJ

$2,808,017

1.02%

28,812

James Hambro & Partners LLP EWJ

$2,804,021

1.02%

28,771

Breakwater Capital Group EWJ

$2,515,247

0.91%

25,808

IFP Advisors, Inc EWJ

$2,434,063

0.88%

24,975

Paragon Capital Management Ltd EWJ

$2,253,665

0.82%

23,124

Diversify Advisory Services, LLC EWJ

$2,130,280

0.77%

21,858

DIVERSIFY WEALTH MANAGEMENT, LLC EWJ

$2,130,280

0.77%

21,858

STRATEGY ASSET MANAGERS LLC EWJ

$2,075,605

0.75%

21,297

Israel Discount Bank of New York EWJ

$2,034,866

0.74%

20,879

E&G Advisors, LP EWJ

$2,027,752

0.74%

20,806

JGP Wealth Management, LLC EWJ

$1,945,593

0.71%

19,963

FIDUCIARY FINANCIAL GROUP, LLC EWJ

$1,894,037

0.69%

19,434

South Shore Capital Advisors EWJ

$1,773,284

0.64%

18,195

NISA INVESTMENT ADVISORS, LLC EWJ

$1,666,566

0.61%

17,100

SteelPeak Wealth, LLC EWJ

$1,550,101

0.56%

15,905

Rockingstone Advisors LLC EWJ

$1,523,787

0.55%

15,635

Genesee Capital Advisors, LLC EWJ

$1,323,994

0.48%

13,585

CAMELOT TECHNOLOGY ADVISORS, INC. EWJ

$1,288,128

0.47%

13,217

Central Pacific Bank - Trust Division EWJ

$1,244,564

0.45%

12,770

MassMutual Private Wealth & Trust, FSB EWJ

$1,225,267

0.45%

12,572

McHugh Group, LLC EWJ

$1,213,864

0.44%

12,455

Diversified Enterprises, LLC EWJ

$1,146,616

0.42%

11,765

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC EWJ

$1,062,021

0.39%

10,897

Dynamic Advisor Solutions LLC EWJ

$1,051,788

0.38%

10,792

Boltwood Capital Management EWJ

$1,001,401

0.36%

10,275

Sage Capital Advisors,llc EWJ

$950,819

0.35%

9,756

Robertson Stephens Wealth Management, LLC EWJ

$899,458

0.33%

9,229

CX Institutional EWJ

$899,360

0.33%

9,228

Sterling Investment Counsel, LLC EWJ

$826,850

0.30%

8,484

Aventus Investment Advisors, Inc. EWJ

$778,607

0.28%

7,989

Phraction Management LLC EWJ

$769,934

0.28%

7,900

SAX WEALTH ADVISORS, LLC EWJ

$766,522

0.28%

7,865

Capital Wealth Alliance, LLC EWJ

$764,281

0.28%

7,842

F&V Capital Management, LLC EWJ

$729,488

0.26%

7,485

USA FINANCIAL FORMULAS EWJ

$716,525

0.26%

7,352

SALEM INVESTMENT COUNSELORS INC EWJ

$715,064

0.26%

7,337

Atria Investments, Inc EWJ

$707,462

0.26%

7,259

Climber Capital SA EWJ

$692,648

0.25%

7,107

MATHER GROUP, LLC. EWJ

$690,016

0.25%

7,080

BFI Infinity Ltd. EWJ

$654,833

0.24%

6,719

MOODY LYNN LIEBERSON & WALKER, LLC EWJ

$645,087

0.23%

6,619

Integris Wealth Management, LLC EWJ

$642,943

0.23%

6,597

Retirement Planning Group, LLC EWJ

$625,108

0.23%

6,414

Sowell Financial Services LLC EWJ

$604,057

0.22%

6,198

Narus Financial Partners, LLC EWJ

$560,492

0.20%

5,751

Advisory Solutions Group, LLC EWJ

$543,826

0.20%

5,580

Activest Wealth Management EWJ

$516,148

0.19%

5,296

PRIVATE TRUST CO NA EWJ

$479,113

0.17%

4,916

Accurate Wealth Management, LLC EWJ

$458,744

0.17%

4,707

Worth Asset Management, LLC EWJ

$430,382

0.16%

4,416

BALDWIN WEALTH PARTNERS LLC/MA EWJ

$418,298

0.15%

4,292

Edge Wealth Management LLC EWJ

$414,789

0.15%

4,256

PRIVATE CLIENT SERVICES, LLC EWJ

$414,789

0.15%

4,256

Ignite Planners, LLC EWJ

$413,327

0.15%

4,241

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ZACKS INVESTMENT MANAGEMENT	3,657	$356,411	86.2%	Defined
Held directly	584	$56,916	13.8%	Sole

INDEPENDENT FINANCIAL GROUP, LLC EWJ

$408,747

0.15%

4,194

Wedmont Private Capital EWJ

$391,496

0.14%

4,017

ARMSTRONG ADVISORY GROUP, INC EWJ

$388,962

0.14%

3,991

Balefire, LLC EWJ

$369,178

0.13%

3,788

GP Brinson Investments LLC EWJ

$365,475

0.13%

3,750

Bison Wealth, LLC EWJ

$349,783

0.13%

3,589

B. Riley Wealth Advisors, Inc. EWJ

$344,228

0.13%

3,532

Harbour Capital Advisors, LLC EWJ

$343,546

0.12%

3,525

North Forty Two & Co. EWJ

$338,673

0.12%

3,475

Bank Pictet & Cie (Europe) AG EWJ

$335,262

0.12%

3,440

HARBOR INVESTMENT ADVISORY, LLC EWJ

$329,512

0.12%

3,381

TRED AVON FAMILY WEALTH, LLC EWJ

$309,922

0.11%

3,180

DAVENPORT & Co LLC EWJ

$304,465

0.11%

3,124

BigSur Wealth Management LLC EWJ

$302,126

0.11%

3,100

Asempa Wealth Advisors EWJ

$283,121

0.10%

2,905

Valeo Financial Advisors, LLC EWJ

$274,349

0.10%

2,815

Patriot Financial Group Insurance Agency, LLC EWJ

$258,853

0.09%

2,656

PINNACLE ASSOCIATES LTD EWJ

$256,222

0.09%

2,629

Mengis Capital Management, Inc. EWJ

$243,650

0.09%

2,500

LVW Advisors, LLC EWJ

$227,179

0.08%

2,331

Cambridge Advisors Inc. EWJ

$223,183

0.08%

2,290

FORTE ASSET MANAGEMENT LLC EWJ

$204,763

0.07%

2,101

ASPIRIANT, LLC EWJ

$202,911

0.07%

2,082

Secure Asset Management, LLC EWJ

$200,572

0.07%

2,058

PFG Advisors EWJ

$200,085

0.07%

2,053

TOTH FINANCIAL ADVISORY CORP EWJ

$159,736

0.06%

1,639

Showing the top 100 of 133 holders. Create a free account to see every holder, past quarters, search, filters and CSV export.