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 46 institutions that hold shares in the stock, with a total of 3.55 Million shares, which have been reported (via 13F filing form) to have a value of $110 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
|
$22.9 Million
0.06% of portfolio
|
Q2 2025
Reduced 18.96%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
375,130
shares
|
$11.6 Million
0.0% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Aug 13, 2025 Q2 2025 |
349,900
shares
|
$10.8 Million
0.01% of portfolio
|
Q2 2025
Added 20.7%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
340,908
shares
|
$10.6 Million
0.0% of portfolio
|
Q1 2025
Added 43.28%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
333,529
shares
|
$10.3 Million
0.03% of portfolio
|
Q2 2023
Added 33.43%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
316,169
shares
|
$9.8 Million
0.0% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
302,495
shares
|
$9.37 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
|
$5.53 Million
1.12% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
102,750
shares
|
$3.18 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
95,869
shares
|
$2.97 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
49,015
shares
|
$1.52 Million
0.01% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
46,483
shares
|
$1.44 Million
0.0% of portfolio
|
Q2 2025
Added 6.19%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
40,595
shares
|
$1.26 Million
0.05% of portfolio
|
Q2 2023
Reduced 78.08%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
26,716
shares
|
$827,928
0.0% of portfolio
|
Q1 2025
Reduced 26.27%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
26,500
shares
|
$821,235
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
22,290
shares
|
$690,767
0.0% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
18,059
shares
|
$559,648
0.0% of portfolio
|
Q1 2025
Added 92.96%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
17,573
shares
|
$544,587
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
14,628
shares
|
$453,321
0.24% of portfolio
|
Q2 2025
Added 2422.07%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
14,163
shares
|
$438,911
0.01% of portfolio
|
Q1 2025
Added 22.35%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
13,305
shares
|
$412,321
0.0% of portfolio
|
Q1 2025
Added 24.94%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
11,461
shares
|
$355,176
0.0% of portfolio
|
Q2 2025
Added 36.18%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
11,157
shares
|
$345,755
0.0% of portfolio
|
Q2 2025
Added 44.02%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,589
shares
|
$328,153
0.0% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
10,477
shares
|
$324,682
0.0% of portfolio
|
Q3 2023
Added 0.04%
|