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 11.5 Million shares, which have been reported (via 13F filing form) to have a value of $496 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
7,559
shares
|
$326,699
0.14% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
7,387
shares
|
$319,266
0.02% of portfolio
|
Q2 2025
Reduced 36.53%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 13, 2025 Q3 2025 |
7,196
shares
|
$311,011
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 14, 2025 Q3 2025 |
6,619
shares
|
$286,073
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 10, 2025 Q3 2025 |
6,530
shares
|
$282,226
0.09% of portfolio
|
Q3 2025
Reduced 15.97%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
6,205
shares
|
$268,180
0.01% of portfolio
|
Q3 2025
Reduced 8.26%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
6,142
shares
|
$265,457
0.0% of portfolio
|
Q3 2025
Added 40.07%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
5,861
shares
|
$253,312
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
5,385
shares
|
$232,739
0.03% of portfolio
|
Q3 2025
Reduced 61.63%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
5,380
shares
|
$232,523
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
5,364
shares
|
$231,832
0.01% of portfolio
|
Q3 2025
Reduced 18.9%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
5,105
shares
|
$220,638
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
5,085
shares
|
$219,773
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
4,766
shares
|
$205,986
0.02% of portfolio
|
Q3 2025
Reduced 4.62%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
4,750
shares
|
$205,295
0.0% of portfolio
|
Q3 2025
Added 14.87%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
3,727
shares
|
$161,080
0.0% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,415
shares
|
$61,156
0.0% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,217
shares
|
$52,598
0.0% of portfolio
|
Q2 2025
Added 334.64%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
1,130
shares
|
$48,838
0.0% of portfolio
|
Q1 2019
Reduced 93.87%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
1,005
shares
|
$43,436
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
945
shares
|
$40,842
0.0% of portfolio
|
Q1 2025
Reduced 26.57%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
938
shares
|
$40,540
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
700
shares
|
$30,254
0.01% of portfolio
|
Q2 2022
Reduced 85.11%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
689
shares
|
$29,778
0.0% of portfolio
|
Q3 2025
Reduced 15.87%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
618
shares
|
$26,709
0.01% of portfolio
|
Q3 2025
New holding
|
|