Institutional Ownership Ishares Currency Hedged Msci E (HEEM)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEEM). We have compiled data on the 49 institutions that hold shares in the stock, with a total of 3.67 Million shares, which have been reported (via 13F filing form) to have a value of $121 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
11,157
shares
|
$366,730
0.0% of portfolio
|
Q2 2025
Added 44.02%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,589
shares
|
$348,060
0.0% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
10,477
shares
|
$344,378
0.0% of portfolio
|
Q3 2023
Added 0.04%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
10,075
shares
|
$331,165
0.0% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
9,775
shares
|
$321,304
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
8,914
shares
|
$293,003
0.0% of portfolio
|
Q2 2024
Added 11.43%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
8,173
shares
|
$268,646
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
7,293
shares
|
$239,720
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
6,880
shares
|
$226,145
0.0% of portfolio
|
Q2 2025
Reduced 47.11%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
6,835
shares
|
$224,666
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
6,618
shares
|
$217,533
0.02% of portfolio
|
Q2 2025
Added 66.11%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
4,548
shares
|
$149,492
0.0% of portfolio
|
Q2 2025
Reduced 74.82%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
4,007
shares
|
$131,710
0.0% of portfolio
|
Q2 2025
Added 951.71%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
3,000
shares
|
$98,609
0.0% of portfolio
|
Q3 2024
Reduced 14.06%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,601
shares
|
$52,624
0.0% of portfolio
|
Q2 2025
Reduced 13.22%
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
1,566
shares
|
$51,474
0.03% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,105
shares
|
$36,321
0.0% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
614
shares
|
$20,182
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
274
shares
|
$9,006
0.0% of portfolio
|
Q2 2025
Reduced 85.38%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
246
shares
|
$8,086
0.0% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
215
shares
|
$7,067
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
128
shares
|
$4,207
0.0% of portfolio
|
Q1 2025
Reduced 98.8%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
61
shares
|
$2,005
0.0% of portfolio
|
Q2 2025
Reduced 78.14%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|