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 99 institutions that hold shares in the stock, with a total of 13.7 Million shares, which have been reported (via 13F filing form) to have a value of $560 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
7,259,426
shares
|
$298 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,173,103
shares
|
$48.1 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.32%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
May 05, 2025 Q1 2025 |
523,079
shares
|
$21.5 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
359,560
shares
|
$14.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.79%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Apr 03, 2025 Q1 2025 |
343,616
shares
|
$14.1 Million
1.87% of portfolio
|
Q1 2025
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
299,935
shares
|
$12.3 Million
0.24% of portfolio
|
Q3 2022
Reduced 1.55%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
292,399
shares
|
$12 Million
0.02% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
282,272
shares
|
$11.6 Million
0.0% of portfolio
|
Q1 2025
Added 129.35%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
269,651
shares
|
$11.1 Million
0.0% of portfolio
|
Q1 2025
Added 22.13%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
253,823
shares
|
$10.4 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
220,032
shares
|
$9.03 Million
0.0% of portfolio
|
Q1 2025
Reduced 34.57%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
178,149
shares
|
$7.31 Million
0.24% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
174,948
shares
|
$7.18 Million
0.36% of portfolio
|
Q1 2025
Reduced 21.17%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
169,673
shares
|
$6.96 Million
0.0% of portfolio
|
Q1 2025
Added 40.96%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
May 14, 2025 Q1 2025 |
158,293
shares
|
$6.49 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
155,423
shares
|
$6.38 Million
0.0% of portfolio
|
Q1 2025
Added 26.4%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
150,559
shares
|
$6.18 Million
0.0% of portfolio
|
Q1 2025
Reduced 26.27%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
141,577
shares
|
$5.81 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
120,820
shares
|
$4.96 Million
1.77% of portfolio
|
Q4 2022
Reduced 45.06%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
115,824
shares
|
$4.75 Million
0.0% of portfolio
|
Q1 2025
Reduced 32.59%
|
|
|
Evolution Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
90,305
shares
|
$3.71 Million
0.6% of portfolio
|
Q1 2025
Reduced 6.53%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
71,586
shares
|
$2.94 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.2%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
68,047
shares
|
$2.79 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.08%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
51,645
shares
|
$2.12 Million
0.0% of portfolio
|
Q1 2025
Added 4.68%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
46,709
shares
|
$1.92 Million
0.05% of portfolio
|
Q1 2025
New holding
|