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 |
|---|---|---|---|---|---|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
11,639
shares
|
$474,638
0.03% of portfolio
|
Q4 2024
Reduced 24.54%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
10,613
shares
|
$432,798
0.0% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
9,792
shares
|
$399,317
0.0% of portfolio
|
Q4 2024
Reduced 12.17%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
8,321
shares
|
$339,330
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
8,175
shares
|
$333,376
0.04% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
8,169
shares
|
$333,131
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
May 05, 2025 Q1 2025 |
7,856
shares
|
$320,367
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
7,704
shares
|
$314,169
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
7,682
shares
|
$313,271
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
May 07, 2025 Q1 2025 |
7,650
shares
|
$311,967
0.0% of portfolio
|
Q4 2024
Reduced 28.17%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Apr 24, 2025 Q1 2025 |
7,401
shares
|
$301,812
0.19% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
7,196
shares
|
$293,452
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
7,059
shares
|
$287,866
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
6,042
shares
|
$246,392
0.06% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
One Advisory Partners, LLC
|
Apr 14, 2025 Q1 2025 |
5,684
shares
|
$231,793
0.1% of portfolio
|
Q1 2025
Reduced 11.59%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
5,578
shares
|
$227,470
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
May 09, 2025 Q1 2025 |
5,566
shares
|
$226,981
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
5,455
shares
|
$222,454
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
3,948
shares
|
$160,999
0.0% of portfolio
|
Q1 2025
Added 5.93%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
3,254
shares
|
$132,698
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
2,753
shares
|
$112,267
0.0% of portfolio
|
Q1 2025
Reduced 87.97%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
1,130
shares
|
$46,081
0.0% of portfolio
|
Q1 2019
Reduced 93.87%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
1,005
shares
|
$40,983
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
945
shares
|
$38,537
0.0% of portfolio
|
Q1 2025
Reduced 26.57%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
938
shares
|
$38,251
0.01% of portfolio
|
Q3 2024
New holding
|