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 $4.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bay Harbor Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
1,498
shares
|
$52,684
0.02% of portfolio
|
Q3 2024
Reduced 97.06%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
1,390
shares
|
$48,886
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
1,272
shares
|
$44,736
0.01% of portfolio
|
Q1 2024
Added 45.21%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
1,240
shares
|
$43,610
0.0% of portfolio
|
Q1 2024
Reduced 17.0%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
1,131
shares
|
$39,777
0.02% of portfolio
|
Q3 2024
Reduced 97.51%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
974
shares
|
$34,255
0.0% of portfolio
|
Q2 2024
Added 5.64%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
940
shares
|
$33,059
0.02% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
935
shares
|
$32,883
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
914
shares
|
$32,145
0.01% of portfolio
|
Q2 2024
Reduced 8.69%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
894
shares
|
$31,441
0.02% of portfolio
|
Q3 2024
Added 529.58%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
883
shares
|
$31,055
0.01% of portfolio
|
Q3 2024
Reduced 89.81%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
854
shares
|
$30,035
0.01% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
851
shares
|
$29,929
0.0% of portfolio
|
Q4 2023
Added 0.71%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
848
shares
|
$29,824
0.0% of portfolio
|
Q2 2022
Reduced 46.26%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
600
shares
|
$21,102
0.0% of portfolio
|
Q3 2024
Reduced 69.88%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
584
shares
|
$20,539
0.0% of portfolio
|
Q3 2024
Reduced 57.56%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
435
shares
|
$15,298
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
393
shares
|
$13,821
0.0% of portfolio
|
Q3 2024
Reduced 86.1%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
349
shares
|
$12,274
0.01% of portfolio
|
Q3 2024
Reduced 59.28%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
338
shares
|
$11,887
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
331
shares
|
$11,641
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
322
shares
|
$11,324
0.0% of portfolio
|
Q2 2024
Added 13.38%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
300
shares
|
$10,551
0.0% of portfolio
|
Q2 2024
Added 50.0%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
271
shares
|
$9,531
0.02% of portfolio
|
Q3 2024
Reduced 91.6%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
215
shares
|
$7,561
0.0% of portfolio
|
Q3 2024
New holding
|