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 56 institutions that hold shares in the stock, with a total of 1.85 Million shares, which have been reported (via 13F filing form) to have a value of $69.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Jul 09, 2025 Q2 2025 |
273,497
shares
|
$10.3 Million
3.63% of portfolio
|
Q2 2025
Added 7.11%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
156,905
shares
|
$5.89 Million
0.0% of portfolio
|
Q2 2025
Reduced 46.46%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
105,079
shares
|
$3.94 Million
0.01% of portfolio
|
Q2 2025
Added 11.37%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Aug 06, 2025 Q2 2025 |
101,822
shares
|
$3.82 Million
2.76% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
101,097
shares
|
$3.79 Million
0.03% of portfolio
|
Q2 2025
Added 14.93%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
87,068
shares
|
$3.27 Million
0.0% of portfolio
|
Q2 2025
Reduced 21.16%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jul 14, 2025 Q2 2025 |
85,976
shares
|
$3.23 Million
2.65% of portfolio
|
Q2 2025
Reduced 6.76%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
84,705
shares
|
$3.18 Million
1.19% of portfolio
|
Q2 2025
Reduced 35.6%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
83,207
shares
|
$3.12 Million
0.0% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Aug 11, 2025 Q2 2025 |
71,619
shares
|
$2.69 Million
2.21% of portfolio
|
Q2 2025
Reduced 12.47%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
62,160
shares
|
$2.33 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
54,582
shares
|
$2.05 Million
0.21% of portfolio
|
Q2 2025
Added 8.26%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
50,262
shares
|
$1.89 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
42,449
shares
|
$1.59 Million
0.04% of portfolio
|
Q2 2025
Reduced 12.42%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
40,167
shares
|
$1.51 Million
0.7% of portfolio
|
Q2 2024
Added 29.47%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Aug 06, 2025 Q2 2025 |
37,147
shares
|
$1.39 Million
0.31% of portfolio
|
Q2 2025
Reduced 21.7%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
36,229
shares
|
$1.36 Million
0.0% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
36,051
shares
|
$1.35 Million
0.0% of portfolio
|
Q2 2025
Added 11.95%
|
|
|
Berkeley, Inc
Boise, ID |
Aug 11, 2025 Q2 2025 |
31,872
shares
|
$1.2 Million
0.41% of portfolio
|
Q2 2025
Reduced 39.88%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
24,922
shares
|
$935,322
0.03% of portfolio
|
Q2 2025
Added 51.44%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,488
shares
|
$881,504
0.0% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Fortitude Financial, LLC
Spokane, WA |
Jun 11, 2025 Q1 2025 |
21,716
shares
|
$815,001
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
20,084
shares
|
$753,752
0.0% of portfolio
|
Q2 2025
Added 37.57%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
18,302
shares
|
$686,874
0.11% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
18,075
shares
|
$678,354
0.02% of portfolio
|
Q2 2025
Reduced 5.76%
|