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 445 institutions that hold shares in the stock, with a total of 174 Million shares, which have been reported (via 13F filing form) to have a value of $6.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
11,762
shares
|
$416,021
0.02% of portfolio
|
Q2 2023
Reduced 11.04%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2024 Q2 2024 |
11,582
shares
|
$409,655
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 14, 2024 Q2 2024 |
11,301
shares
|
$399,716
0.04% of portfolio
|
Q2 2024
Added 3.38%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
11,232
shares
|
$397,275
0.01% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2024 Q2 2024 |
11,199
shares
|
$396,108
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
11,091
shares
|
$392,288
0.04% of portfolio
|
Q1 2024
Reduced 44.74%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Aug 09, 2024 Q2 2024 |
10,997
shares
|
$388,963
0.04% of portfolio
|
Q2 2024
Reduced 41.47%
|
|
|
Patton Albertson Miller Group, LLC
|
Aug 02, 2024 Q2 2024 |
10,655
shares
|
$376,867
0.05% of portfolio
|
Q2 2024
Reduced 16.14%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
10,101
shares
|
$357,272
0.01% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
10,082
shares
|
$356,600
0.05% of portfolio
|
Q3 2024
Added 19.71%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
10,054
shares
|
$355,609
0.2% of portfolio
|
Q4 2022
Added 5.02%
|
|
|
Wells Financial Advisors Inc
|
Aug 09, 2024 Q2 2024 |
9,839
shares
|
$348,005
0.24% of portfolio
|
Q2 2024
New holding
|
|
|
Mission Wealth Management, LP
|
Aug 02, 2024 Q2 2024 |
9,787
shares
|
$346,166
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
9,700
shares
|
$343,089
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Aug 12, 2024 Q2 2024 |
9,688
shares
|
$342,664
0.17% of portfolio
|
Q2 2024
Reduced 48.23%
|
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
9,598
shares
|
$339,481
0.0% of portfolio
|
Q2 2024
Reduced 9.32%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Aug 14, 2024 Q2 2024 |
9,268
shares
|
$327,809
0.0% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Cypress Financial Planning LLC
|
Oct 07, 2024 Q3 2024 |
9,252
shares
|
$327,243
0.12% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 15, 2024 Q3 2024 |
9,241
shares
|
$326,854
0.25% of portfolio
|
Q3 2024
Reduced 30.9%
|
|
|
Highland Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
9,131
shares
|
$322,963
0.02% of portfolio
|
Q2 2020
New holding
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
9,022
shares
|
$319,108
0.05% of portfolio
|
Q2 2021
New holding
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
8,987
shares
|
$317,870
0.09% of portfolio
|
Q3 2024
Reduced 64.58%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
8,890
shares
|
$314,439
0.11% of portfolio
|
Q3 2024
Reduced 12.3%
|
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
8,801
shares
|
$311,291
0.02% of portfolio
|
Q2 2024
Added 5.78%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Aug 01, 2024 Q2 2024 |
8,508
shares
|
$300,927
0.22% of portfolio
|
Q2 2024
Reduced 37.68%
|