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 |
---|---|---|---|---|---|
One Advisory Partners, LLC
|
Oct 17, 2024 Q3 2024 |
6,365
shares
|
$231,686
0.1% of portfolio
|
Q3 2024
New holding
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
3,727
shares
|
$135,662
0.0% of portfolio
|
Q2 2024
Reduced 22.79%
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 14, 2024 Q2 2024 |
2,350
shares
|
$85,540
0.0% of portfolio
|
Q2 2024
Reduced 51.04%
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Aug 13, 2024 Q2 2024 |
1,130
shares
|
$41,132
0.0% of portfolio
|
Q1 2019
Reduced 93.87%
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2024 Q2 2024 |
1,005
shares
|
$36,582
0.03% of portfolio
|
Q2 2023
New holding
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
955
shares
|
$34,762
0.0% of portfolio
|
Q2 2024
New holding
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
700
shares
|
$25,480
0.01% of portfolio
|
Q2 2022
Reduced 85.11%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
630
shares
|
$22,932
0.0% of portfolio
|
Q2 2024
Added 103.88%
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 15, 2024 Q2 2024 |
500
shares
|
$18,200
0.0% of portfolio
|
Q1 2024
New holding
|
|
Addison Advisors LLC
|
Aug 05, 2024 Q2 2024 |
430
shares
|
$15,652
0.01% of portfolio
|
Q2 2024
Reduced 45.57%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
428
shares
|
$15,579
0.0% of portfolio
|
Q4 2023
New holding
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 23, 2024 Q2 2024 |
354
shares
|
$12,885
0.0% of portfolio
|
Q3 2022
New holding
|
|
Lindbrook Capital, LLC
|
Jul 31, 2024 Q2 2024 |
226
shares
|
$8,226
0.0% of portfolio
|
Q4 2021
New holding
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
176
shares
|
$6,406
0.0% of portfolio
|
Q3 2024
New holding
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2024 Q2 2024 |
165
shares
|
$6,006
0.0% of portfolio
|
Q3 2018
Added 17.32%
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
108
shares
|
$3,931
0.0% of portfolio
|
Q3 2024
New holding
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
92
shares
|
$3,348
0.0% of portfolio
|
Q3 2022
Reduced 62.9%
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
66
shares
|
$2,402
0.0% of portfolio
|
Q3 2024
New holding
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
22
shares
|
$800
0.0% of portfolio
|
Q1 2022
Reduced 56.0%
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 13, 2024 Q2 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2024
Closed
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|