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 51 institutions that hold shares in the stock, with a total of 3.84 Million shares, which have been reported (via 13F filing form) to have a value of $134 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
677,476
shares
|
$23.6 Million
0.06% of portfolio
|
Q3 2025
Reduced 8.38%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
371,753
shares
|
$12.9 Million
0.0% of portfolio
|
Q3 2025
Added 8.12%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
353,992
shares
|
$12.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.71%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 18, 2025 Q3 2025 |
348,297
shares
|
$12.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
345,124
shares
|
$12 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.43%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
333,529
shares
|
$11.6 Million
0.03% of portfolio
|
Q2 2023
Added 33.43%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
302,544
shares
|
$10.5 Million
0.14% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
184,150
shares
|
$6.4 Million
1.19% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
138,541
shares
|
$4.82 Million
2.74% of portfolio
|
Q3 2025
Added 8746.81%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
117,190
shares
|
$4.08 Million
0.0% of portfolio
|
Q3 2025
Added 922.51%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
102,750
shares
|
$3.57 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
51,946
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2025
Added 11.75%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
49,034
shares
|
$1.71 Million
0.01% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Nov 21, 2025 Q3 2025 |
48,455
shares
|
$1.69 Million
1.57% of portfolio
|
Q3 2025
Reduced 24.36%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
47,743
shares
|
$1.66 Million
0.4% of portfolio
|
Q3 2025
New holding
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2025 Q3 2025 |
31,490
shares
|
$1.1 Million
0.05% of portfolio
|
Q3 2025
Reduced 22.43%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
31,023
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
27,627
shares
|
$960,867
0.0% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
26,248
shares
|
$912,905
0.0% of portfolio
|
Q3 2025
Added 4.57%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
25,981
shares
|
$903,619
0.0% of portfolio
|
Q3 2025
Added 16.56%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
19,665
shares
|
$683,948
0.0% of portfolio
|
Q3 2025
Added 21.59%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
17,991
shares
|
$625,726
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
17,378
shares
|
$604,406
0.34% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
14,574
shares
|
$506,883
0.32% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
13,447
shares
|
$467,686
0.0% of portfolio
|
Q3 2025
Added 9.26%
|
|