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 |
|---|---|---|---|---|---|
|
Hall Kathryn A.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
157,696
shares
|
$5.49 Million
1.24% of portfolio
|
Q3 2024
Reduced 48.21%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Oct 07, 2024 Q3 2024 |
156,660
shares
|
$5.45 Million
3.35% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
155,234
shares
|
$5.4 Million
0.06% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
154,999
shares
|
$5.39 Million
1.5% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
154,815
shares
|
$5.39 Million
0.01% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
153,783
shares
|
$5.35 Million
0.06% of portfolio
|
Q3 2024
Reduced 90.17%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
153,556
shares
|
$5.34 Million
0.01% of portfolio
|
Q3 2023
Reduced 14.34%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
151,798
shares
|
$5.28 Million
0.17% of portfolio
|
Q3 2024
Reduced 12.74%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
144,120
shares
|
$5.02 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.22%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
141,869
shares
|
$4.94 Million
0.01% of portfolio
|
Q3 2024
Reduced 56.05%
|
|
|
Darrow Company, Inc.
|
Oct 10, 2024 Q3 2024 |
139,693
shares
|
$4.86 Million
2.95% of portfolio
|
Q3 2024
Added 20.22%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Oct 15, 2024 Q3 2024 |
133,103
shares
|
$4.63 Million
2.26% of portfolio
|
Q3 2024
Added 12.97%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
130,314
shares
|
$4.53 Million
0.13% of portfolio
|
Q3 2024
Added 21.89%
|
|
|
Ma Private Wealth
|
Oct 23, 2024 Q3 2024 |
129,331
shares
|
$4.5 Million
0.86% of portfolio
|
Q3 2024
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
125,029
shares
|
$4.35 Million
0.4% of portfolio
|
Q3 2024
Reduced 10.45%
|
|
|
Wt Wealth Management
|
Oct 21, 2024 Q3 2024 |
121,703
shares
|
$4.24 Million
1.1% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
116,118
shares
|
$4.04 Million
0.14% of portfolio
|
Q3 2024
Reduced 5.24%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
115,832
shares
|
$4.03 Million
0.42% of portfolio
|
Q3 2024
Added 14.83%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
114,666
shares
|
$3.99 Million
0.59% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
113,547
shares
|
$3.95 Million
0.03% of portfolio
|
Q3 2024
Reduced 78.26%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
110,540
shares
|
$3.85 Million
0.0% of portfolio
|
Q2 2024
Reduced 38.57%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
109,375
shares
|
$3.81 Million
0.01% of portfolio
|
Q3 2024
Reduced 87.3%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
106,318
shares
|
$3.7 Million
2.73% of portfolio
|
Q3 2024
Added 7.17%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
103,129
shares
|
$3.59 Million
0.11% of portfolio
|
Q3 2024
Added 18.2%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
102,927
shares
|
$3.58 Million
0.11% of portfolio
|
Q3 2024
Reduced 6.43%
|