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 534 institutions that hold shares in the stock, with a total of 195 Million shares, which have been reported (via 13F filing form) to have a value of $7.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gitterman Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
432,513
shares
|
$16.6 Million
4.83% of portfolio
|
Q1 2025
New holding
|
|
|
Sofi Wealth, LLC
|
Apr 21, 2025 Q1 2025 |
427,734
shares
|
$16.4 Million
1.35% of portfolio
|
Q1 2025
Added 4540.71%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
427,420
shares
|
$16.4 Million
4.87% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
419,722
shares
|
$16.1 Million
0.27% of portfolio
|
Q1 2025
Added 13.09%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
416,175
shares
|
$16 Million
10.73% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
412,749
shares
|
$15.9 Million
0.0% of portfolio
|
Q1 2025
Added 16.41%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Apr 22, 2025 Q1 2025 |
407,149
shares
|
$15.6 Million
3.91% of portfolio
|
Q1 2025
Added 271.22%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
391,557
shares
|
$15 Million
0.02% of portfolio
|
Q1 2025
Added 217.27%
|
|
|
Vista Private Wealth Partners. LLC
|
May 06, 2025 Q1 2025 |
383,168
shares
|
$14.7 Million
5.04% of portfolio
|
Q1 2025
Added 8.47%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
375,642
shares
|
$14.4 Million
1.68% of portfolio
|
Q1 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
360,693
shares
|
$13.9 Million
0.19% of portfolio
|
Q2 2025
Reduced 23.57%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
339,002
shares
|
$13 Million
1.36% of portfolio
|
Q1 2025
New holding
|
|
|
Win Advisors, Inc
|
Apr 23, 2025 Q1 2025 |
334,071
shares
|
$12.8 Million
6.66% of portfolio
|
Q1 2025
New holding
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jul 14, 2025 Q2 2025 |
333,250
shares
|
$12.8 Million
10.95% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
325,525
shares
|
$12.5 Million
2.08% of portfolio
|
Q2 2025
Added 5.29%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
324,774
shares
|
$12.5 Million
0.65% of portfolio
|
Q1 2025
Added 5.34%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
May 12, 2025 Q1 2025 |
324,259
shares
|
$12.5 Million
2.92% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
321,105
shares
|
$12.3 Million
0.38% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
319,471
shares
|
$12.3 Million
0.57% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
299,025
shares
|
$11.5 Million
0.14% of portfolio
|
Q1 2025
Added 107.67%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
290,024
shares
|
$11.1 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
289,708
shares
|
$11.1 Million
6.77% of portfolio
|
Q1 2025
Added 219.03%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
275,303
shares
|
$10.6 Million
2.18% of portfolio
|
Q1 2025
Added 22.24%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
271,460
shares
|
$10.4 Million
0.05% of portfolio
|
Q2 2023
Reduced 18.7%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
270,886
shares
|
$10.4 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.61%
|