Institutional Ownership Ishares Currency Hedged Msci J (HEWJ)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci J (HEWJ). We have compiled data on the 67 institutions that hold shares in the stock, with a total of 4.44 Million shares, which have been reported (via 13F filing form) to have a value of $185 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
13,051
shares
|
$545,140
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
9,765
shares
|
$407,884
0.0% of portfolio
|
Q3 2024
Reduced 43.7%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
9,720
shares
|
$406,004
0.0% of portfolio
|
Q3 2024
Added 273.85%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
9,384
shares
|
$391,969
0.04% of portfolio
|
Q1 2023
Added 19.71%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
8,532
shares
|
$356,381
0.03% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
7,865
shares
|
$328,521
0.0% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
7,090
shares
|
$296,149
0.0% of portfolio
|
Q2 2024
Reduced 29.73%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
6,630
shares
|
$276,935
0.19% of portfolio
|
Q2 2024
Reduced 38.02%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
6,222
shares
|
$259,892
0.01% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Oct 09, 2024 Q3 2024 |
5,926
shares
|
$247,529
0.06% of portfolio
|
Q3 2024
Added 11.27%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
5,832
shares
|
$243,602
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,667
shares
|
$236,710
0.0% of portfolio
|
Q3 2024
Added 9.78%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 08, 2024 Q3 2024 |
5,625
shares
|
$234,956
0.01% of portfolio
|
Q2 2024
Added 21.75%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
5,463
shares
|
$228,189
0.0% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
5,226
shares
|
$218,290
0.01% of portfolio
|
Q1 2024
Reduced 23.93%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
5,220
shares
|
$218,039
0.0% of portfolio
|
Q3 2024
Reduced 16.79%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
5,000
shares
|
$208,850
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
4,000
shares
|
$167,080
0.01% of portfolio
|
Q3 2020
Reduced 16.68%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
3,871
shares
|
$161,691
0.0% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
3,736
shares
|
$156,052
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
3,598
shares
|
$150,288
0.0% of portfolio
|
Q3 2024
Reduced 44.54%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
2,366
shares
|
$98,827
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
2,100
shares
|
$87,717
0.0% of portfolio
|
Q3 2024
Reduced 99.37%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
777
shares
|
$32,455
0.01% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
713
shares
|
$29,782
0.0% of portfolio
|
Q3 2024
Added 170.08%
|