Institutional Ownership Ishares Currency Hedged Msci E (HEZU)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEZU). We have compiled data on the 79 institutions that hold shares in the stock, with a total of 5.97 Million shares, which have been reported (via 13F filing form) to have a value of $214 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,173,103
shares
|
$42.1 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.32%
|
|
|
Permanens Capital L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
490,303
shares
|
$17.6 Million
3.71% of portfolio
|
Q3 2024
Reduced 59.33%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
394,666
shares
|
$14.2 Million
0.0% of portfolio
|
Q3 2024
Added 248.05%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
326,115
shares
|
$11.7 Million
0.58% of portfolio
|
Q3 2024
Reduced 12.88%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
299,935
shares
|
$10.8 Million
0.24% of portfolio
|
Q3 2022
Reduced 1.55%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
284,275
shares
|
$10.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
284,092
shares
|
$10.2 Million
0.02% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
269,611
shares
|
$9.68 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
226,110
shares
|
$8.12 Million
0.0% of portfolio
|
Q3 2024
Reduced 21.08%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
210,338
shares
|
$7.55 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Evolution Wealth Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
205,650
shares
|
$7.38 Million
1.39% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
183,578
shares
|
$6.59 Million
0.25% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 12, 2024 Q3 2024 |
145,131
shares
|
$5.21 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
128,500
shares
|
$4.61 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.46%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
125,426
shares
|
$4.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
123,197
shares
|
$4.42 Million
0.0% of portfolio
|
Q2 2023
Reduced 0.06%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
120,820
shares
|
$4.34 Million
1.77% of portfolio
|
Q4 2022
Reduced 45.06%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
114,627
shares
|
$4.12 Million
0.0% of portfolio
|
Q3 2024
Reduced 19.38%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
79,654
shares
|
$2.86 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
68,756
shares
|
$2.47 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 12, 2024 Q3 2024 |
60,830
shares
|
$2.18 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
55,697
shares
|
$2 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
41,651
shares
|
$1.5 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
38,978
shares
|
$1.4 Million
0.05% of portfolio
|
Q3 2024
Added 47.85%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
35,574
shares
|
$1.28 Million
0.07% of portfolio
|
Q3 2024
Reduced 30.87%
|