Institutional Ownership Ishares Currency Hedged Msci E (HEFA)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEFA). We have compiled data on the 410 institutions that hold shares in the stock, with a total of 138 Million shares, which have been reported (via 13F filing form) to have a value of $4.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
13,748
shares
|
$478,430
0.28% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
13,691
shares
|
$476,446
0.01% of portfolio
|
Q3 2024
Added 6.57%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Aug 12, 2024 Q2 2024 |
13,455
shares
|
$468,233
0.41% of portfolio
|
Q2 2024
Reduced 36.45%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
13,038
shares
|
$453,722
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
12,945
shares
|
$450,485
0.06% of portfolio
|
Q4 2023
Reduced 5.07%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
12,817
shares
|
$446,031
0.1% of portfolio
|
Q3 2024
Reduced 18.96%
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
12,711
shares
|
$442,342
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
12,648
shares
|
$440,150
0.03% of portfolio
|
Q3 2024
Reduced 14.28%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 14, 2024 Q3 2024 |
12,640
shares
|
$439,871
0.0% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
12,528
shares
|
$435,974
0.07% of portfolio
|
Q3 2024
Reduced 87.08%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
12,509
shares
|
$435,313
0.0% of portfolio
|
Q3 2024
Added 68.93%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
12,300
shares
|
$428,039
0.01% of portfolio
|
Q3 2024
Reduced 25.4%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
12,280
shares
|
$427,343
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
12,213
shares
|
$425,012
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
12,194
shares
|
$424,351
0.05% of portfolio
|
Q3 2024
Reduced 37.34%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
12,083
shares
|
$420,488
0.02% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
11,960
shares
|
$416,207
0.05% of portfolio
|
Q3 2024
Added 18.3%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
11,762
shares
|
$409,317
0.02% of portfolio
|
Q2 2023
Reduced 11.04%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,748
shares
|
$408,830
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
11,582
shares
|
$403,053
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
11,232
shares
|
$390,873
0.01% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
11,128
shares
|
$387,254
0.04% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
11,096
shares
|
$386,140
0.0% of portfolio
|
Q3 2024
Reduced 68.0%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
11,035
shares
|
$384,017
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
10,968
shares
|
$381,686
0.01% of portfolio
|
Q3 2024
Reduced 14.88%
|