Institutional Ownership Ishares Currency Hedged Msci E (HEEM)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEEM). We have compiled data on the 50 institutions that hold shares in the stock, with a total of 3.81 Million shares, which have been reported (via 13F filing form) to have a value of $130 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
739,414
shares
|
$25.2 Million
0.06% of portfolio
|
Q2 2025
Reduced 18.96%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
375,444
shares
|
$12.8 Million
0.0% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
372,835
shares
|
$12.7 Million
0.0% of portfolio
|
Q2 2025
Added 17.92%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Aug 13, 2025 Q2 2025 |
349,900
shares
|
$11.9 Million
0.01% of portfolio
|
Q2 2025
Added 20.7%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
343,822
shares
|
$11.7 Million
0.0% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
333,529
shares
|
$11.4 Million
0.03% of portfolio
|
Q2 2023
Added 33.43%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
302,495
shares
|
$10.3 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
178,522
shares
|
$6.08 Million
1.12% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
138,541
shares
|
$4.72 Million
2.74% of portfolio
|
Q3 2025
Added 8746.81%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
102,750
shares
|
$3.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
64,057
shares
|
$2.18 Million
2.16% of portfolio
|
Q2 2025
New holding
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
49,015
shares
|
$1.67 Million
0.01% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
46,483
shares
|
$1.58 Million
0.0% of portfolio
|
Q2 2025
Added 6.19%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
42,529
shares
|
$1.45 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 13, 2025 Q2 2025 |
40,595
shares
|
$1.38 Million
0.05% of portfolio
|
Q2 2023
Reduced 78.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
31,390
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2025
Added 28179.28%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
26,311
shares
|
$895,889
0.0% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
26,024
shares
|
$886,117
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
25,102
shares
|
$854,723
0.0% of portfolio
|
Q2 2025
Reduced 5.28%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
22,290
shares
|
$758,974
0.0% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
17,297
shares
|
$588,962
0.32% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
16,173
shares
|
$550,690
0.0% of portfolio
|
Q2 2025
Added 77.24%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
14,628
shares
|
$498,083
0.24% of portfolio
|
Q2 2025
Added 2422.07%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
12,441
shares
|
$423,616
0.01% of portfolio
|
Q2 2025
Reduced 12.16%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
12,307
shares
|
$419,053
0.0% of portfolio
|
Q2 2025
Reduced 7.5%
|