Institutional Ownership Ishares Tr Currency Hedged Msc (HAWX)
This table provides information about the institutional ownership of Ishares Tr Currency Hedged Msc (HAWX). We have compiled data on the 38 institutions that hold shares in the stock, with a total of 5.3 Million shares, which have been reported (via 13F filing form) to have a value of $175 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Financial Advisors, LLC
Andover, MA |
Oct 16, 2024 Q3 2024 |
1,746,661
shares
|
$57.6 Million
10.99% of portfolio
|
Q3 2024
Added 1.99%
|
|
Coldstream Capital Management Inc
|
Aug 07, 2024 Q2 2024 |
576,640
shares
|
$19 Million
0.46% of portfolio
|
Q2 2024
Reduced 4.96%
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
497,431
shares
|
$16.4 Million
0.18% of portfolio
|
Q2 2024
Added 5.68%
|
|
Scotia Capital Inc.
|
Aug 14, 2024 Q2 2024 |
447,657
shares
|
$14.8 Million
0.09% of portfolio
|
Q2 2024
Reduced 2.76%
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Aug 13, 2024 Q2 2024 |
373,570
shares
|
$12.3 Million
0.23% of portfolio
|
Q2 2024
New holding
|
|
Wolf Group Capital Advisors
|
Jul 30, 2024 Q2 2024 |
360,613
shares
|
$11.9 Million
4.7% of portfolio
|
Q2 2024
Added 2.71%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Aug 08, 2024 Q2 2024 |
307,813
shares
|
$10.2 Million
0.15% of portfolio
|
Q2 2024
Reduced 13.57%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
300,555
shares
|
$9.92 Million
0.0% of portfolio
|
Q2 2024
Added 1.1%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
168,811
shares
|
$5.57 Million
0.01% of portfolio
|
Q2 2024
Added 3.08%
|
|
Advisory Resource Group
|
Jul 24, 2024 Q2 2024 |
146,508
shares
|
$4.83 Million
1.2% of portfolio
|
Q2 2024
Added 6.64%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
85,716
shares
|
$2.83 Million
0.1% of portfolio
|
Q3 2022
Reduced 1.3%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
45,687
shares
|
$1.51 Million
0.16% of portfolio
|
Q2 2024
Added 9.05%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
41,428
shares
|
$1.37 Million
0.0% of portfolio
|
Q2 2024
Added 4.17%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 29, 2024 Q2 2024 |
34,462
shares
|
$1.14 Million
0.04% of portfolio
|
Q2 2024
New holding
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
19,350
shares
|
$638,550
0.0% of portfolio
|
Q2 2024
Added 14.61%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
18,251
shares
|
$602,283
0.0% of portfolio
|
Q2 2024
Reduced 5.26%
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
16,121
shares
|
$531,993
0.01% of portfolio
|
Q2 2024
New holding
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
15,291
shares
|
$504,603
0.0% of portfolio
|
Q2 2024
New holding
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
14,476
shares
|
$477,708
0.01% of portfolio
|
Q1 2023
Reduced 4.01%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,909
shares
|
$458,997
0.0% of portfolio
|
Q3 2024
Added 1.85%
|
|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
12,094
shares
|
$399,102
0.01% of portfolio
|
Q2 2024
Reduced 1.55%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
11,549
shares
|
$381,117
0.0% of portfolio
|
Q2 2024
Reduced 5.35%
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
9,126
shares
|
$301,158
0.0% of portfolio
|
Q3 2024
Added 2.45%
|
|
Centennial Wealth Advisory LLC
|
Jul 22, 2024 Q2 2024 |
8,489
shares
|
$280,137
0.12% of portfolio
|
Q2 2024
Added 7.4%
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 18, 2024 Q3 2024 |
8,458
shares
|
$279,114
0.09% of portfolio
|
Q3 2024
Reduced 0.35%
|