Institutional Ownership Ishares Tr Currency Hedged Msc (HSCZ)
This table provides information about the institutional ownership of Ishares Tr Currency Hedged Msc (HSCZ). We have compiled data on the 42 institutions that hold shares in the stock, with a total of 1.38 Million shares, which have been reported (via 13F filing form) to have a value of $43.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Apr 19, 2024 Q1 2024 |
236,722
shares
|
$7.56 Million
3.58% of portfolio
|
Q1 2024
Reduced 0.01%
|
|
|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
165,775
shares
|
$5.29 Million
0.06% of portfolio
|
Q1 2024
Added 0.47%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
157,754
shares
|
$5.04 Million
0.01% of portfolio
|
Q1 2024
Added 26.69%
|
|
|
Systelligence, LLC
|
Apr 12, 2024 Q1 2024 |
118,956
shares
|
$3.8 Million
1.03% of portfolio
|
Q1 2024
Reduced 0.21%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
112,945
shares
|
$3.61 Million
0.0% of portfolio
|
Q1 2024
Added 81.81%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
99,817
shares
|
$3.19 Million
0.0% of portfolio
|
Q1 2024
Reduced 4.57%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
75,763
shares
|
$2.42 Million
2.25% of portfolio
|
Q4 2022
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
69,430
shares
|
$2.22 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
May 01, 2024 Q1 2024 |
41,129
shares
|
$1.31 Million
1.02% of portfolio
|
Q1 2024
Added 16.39%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 10, 2024 Q1 2024 |
38,227
shares
|
$1.22 Million
0.17% of portfolio
|
Q1 2024
Reduced 15.13%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
May 15, 2024 Q1 2024 |
31,025
shares
|
$990,938
0.55% of portfolio
|
Q1 2024
New holding
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
May 13, 2024 Q1 2024 |
26,856
shares
|
$857,780
0.25% of portfolio
|
Q1 2024
Added 26.19%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 12, 2024 Q1 2024 |
25,565
shares
|
$816,546
0.03% of portfolio
|
Q1 2024
Reduced 6.4%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
May 07, 2024 Q1 2024 |
21,465
shares
|
$685,592
0.56% of portfolio
|
Q1 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
19,964
shares
|
$637,650
0.01% of portfolio
|
Q1 2024
Reduced 20.9%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
17,416
shares
|
$556,267
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
16,593
shares
|
$529,980
0.0% of portfolio
|
Q1 2024
Added 6.25%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
12,342
shares
|
$394,203
0.0% of portfolio
|
Q1 2024
Reduced 18.34%
|
|
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
Apr 17, 2024 Q1 2024 |
11,003
shares
|
$351,435
0.07% of portfolio
|
Q4 2023
Added 51.95%
|
|
|
Rovin Capital
|
Apr 22, 2024 Q1 2024 |
10,707
shares
|
$341,981
0.14% of portfolio
|
Q1 2024
Added 41.2%
|
|
|
Sage Mountain Advisors LLC
|
Apr 23, 2024 Q1 2024 |
10,077
shares
|
$321,859
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
8,639
shares
|
$275,929
0.0% of portfolio
|
Q1 2024
Added 8.69%
|
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
7,802
shares
|
$249,195
0.0% of portfolio
|
Q1 2024
Reduced 20.44%
|
|
|
Thoroughbred Financial Services, LLC
|
May 07, 2024 Q1 2024 |
7,193
shares
|
$229,744
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
6,736
shares
|
$215,147
0.0% of portfolio
|
Q1 2024
New holding
|
|