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 |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
38,864
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2024
Reduced 71.88%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
36,069
shares
|
$1.26 Million
0.7% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
35,768
shares
|
$1.24 Million
0.08% of portfolio
|
Q3 2024
Added 38.02%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
35,766
shares
|
$1.24 Million
0.27% of portfolio
|
Q3 2024
Reduced 46.87%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
35,764
shares
|
$1.24 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
35,550
shares
|
$1.24 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
34,406
shares
|
$1.2 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Trinity Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
33,659
shares
|
$1.17 Million
0.55% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
32,097
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
31,808
shares
|
$1.11 Million
0.06% of portfolio
|
Q3 2021
Added 178.33%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
31,080
shares
|
$1.08 Million
0.26% of portfolio
|
Q3 2024
Reduced 14.81%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
30,561
shares
|
$1.06 Million
0.53% of portfolio
|
Q1 2024
New holding
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
30,557
shares
|
$1.06 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 10, 2024 Q3 2024 |
30,513
shares
|
$1.06 Million
0.61% of portfolio
|
Q3 2024
Added 31.3%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
29,666
shares
|
$1.03 Million
0.09% of portfolio
|
Q2 2024
Reduced 44.46%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Oct 08, 2024 Q3 2024 |
29,429
shares
|
$1.02 Million
0.43% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
29,021
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
28,988
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2024 Q3 2024 |
28,703
shares
|
$998,864
0.19% of portfolio
|
Q3 2024
Reduced 16.4%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
28,646
shares
|
$996,880
0.07% of portfolio
|
Q3 2024
Added 39.46%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
28,352
shares
|
$986,649
0.26% of portfolio
|
Q3 2024
Added 22.45%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
28,232
shares
|
$982,473
0.19% of portfolio
|
Q3 2024
Reduced 71.19%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
27,846
shares
|
$969,040
0.86% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
27,477
shares
|
$956,199
0.4% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
27,438
shares
|
$954,842
0.03% of portfolio
|
Q3 2024
Reduced 66.45%
|