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 |
|---|---|---|---|---|---|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
700
shares
|
$28,546
0.01% of portfolio
|
Q2 2022
Reduced 85.11%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
583
shares
|
$23,774
0.07% of portfolio
|
Q1 2025
Added 10.84%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
537
shares
|
$21,898
0.0% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
489
shares
|
$19,941
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
428
shares
|
$17,453
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
377
shares
|
$15,374
0.0% of portfolio
|
Q3 2024
Reduced 60.52%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
354
shares
|
$14,436
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
280
shares
|
$11,418
0.0% of portfolio
|
Q1 2025
Reduced 82.66%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
226
shares
|
$9,216
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
176
shares
|
$7,177
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
165
shares
|
$6,728
0.0% of portfolio
|
Q3 2018
Added 17.32%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
164
shares
|
$6,687
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
146
shares
|
$5,953
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
106
shares
|
$4,322
0.0% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
100
shares
|
$4,078
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
92
shares
|
$3,751
0.0% of portfolio
|
Q3 2022
Reduced 62.9%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
87
shares
|
$3,547
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
87
shares
|
$3,547
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
80
shares
|
$3,262
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
44
shares
|
$1,794
0.0% of portfolio
|
Q1 2025
Reduced 12.0%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
22
shares
|
$897
0.0% of portfolio
|
Q1 2022
Reduced 56.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
18
shares
|
$734
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
16
shares
|
$652
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|