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 72 institutions that hold shares in the stock, with a total of 7.04 Million shares, which have been reported (via 13F filing form) to have a value of $256 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Permanens Capital L.P.
New York, NY |
Aug 14, 2024 Q2 2024 |
1,205,679
shares
|
$43.9 Million
4.48% of portfolio
|
Q2 2024
Added 18.92%
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,173,103
shares
|
$42.7 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.32%
|
|
Connecticut Wealth Management, LLC
|
Aug 13, 2024 Q2 2024 |
374,337
shares
|
$13.6 Million
0.7% of portfolio
|
Q2 2024
Reduced 3.16%
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
299,935
shares
|
$10.9 Million
0.24% of portfolio
|
Q3 2022
Reduced 1.55%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
288,131
shares
|
$10.5 Million
0.01% of portfolio
|
Q2 2024
Added 279.02%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
286,505
shares
|
$10.4 Million
0.0% of portfolio
|
Q2 2024
Added 28.01%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
280,344
shares
|
$10.2 Million
0.02% of portfolio
|
Q2 2024
Added 0.52%
|
|
Barings LLC
|
Aug 08, 2024 Q2 2024 |
272,761
shares
|
$9.93 Million
0.24% of portfolio
|
Q2 2024
Added 24.15%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
214,820
shares
|
$7.82 Million
0.01% of portfolio
|
Q2 2024
Added 2.77%
|
|
Evolution Wealth Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
200,060
shares
|
$7.28 Million
1.43% of portfolio
|
Q2 2024
New holding
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
182,331
shares
|
$6.64 Million
0.34% of portfolio
|
Q2 2024
Reduced 46.41%
|
|
Prudential PLC
London, England, X0 |
Aug 06, 2024 Q2 2024 |
181,029
shares
|
$6.59 Million
0.05% of portfolio
|
Q2 2024
New holding
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
175,128
shares
|
$6.37 Million
0.01% of portfolio
|
Q2 2024
Added 343.82%
|
|
Madison Asset Management, LLC
Madison, WI |
Aug 09, 2024 Q2 2024 |
147,905
shares
|
$5.38 Million
0.07% of portfolio
|
Q2 2024
New holding
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
142,182
shares
|
$5.18 Million
0.0% of portfolio
|
Q2 2024
Added 30.75%
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
141,926
shares
|
$5.17 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.0%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
127,339
shares
|
$4.64 Million
0.0% of portfolio
|
Q2 2024
Added 4.33%
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
123,197
shares
|
$4.48 Million
0.0% of portfolio
|
Q2 2023
Reduced 0.06%
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
120,820
shares
|
$4.4 Million
1.77% of portfolio
|
Q4 2022
Reduced 45.06%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
113,394
shares
|
$4.13 Million
0.0% of portfolio
|
Q2 2024
Reduced 74.48%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
85,115
shares
|
$3.1 Million
0.0% of portfolio
|
Q2 2024
Added 60.72%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
81,181
shares
|
$2.95 Million
0.0% of portfolio
|
Q2 2024
Added 8.64%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
71,972
shares
|
$2.62 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Aug 06, 2024 Q2 2024 |
60,550
shares
|
$2.2 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
56,504
shares
|
$2.06 Million
0.0% of portfolio
|
Q2 2024
Added 0.59%
|