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 45 institutions that hold shares in the stock, with a total of 3.73 Million shares, which have been reported (via 13F filing form) to have a value of $113 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
10,477
shares
|
$317,138
0.0% of portfolio
|
Q3 2023
Added 0.04%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
9,992
shares
|
$302,457
0.0% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
9,866
shares
|
$298,643
0.03% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
9,775
shares
|
$295,889
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
9,125
shares
|
$276,213
0.0% of portfolio
|
Q1 2025
Reduced 79.76%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
8,914
shares
|
$269,826
0.0% of portfolio
|
Q2 2024
Added 11.43%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
8,416
shares
|
$254,752
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
8,173
shares
|
$247,396
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
3,984
shares
|
$120,595
0.02% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
3,000
shares
|
$90,810
0.0% of portfolio
|
Q3 2024
Reduced 14.06%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
1,874
shares
|
$56,725
0.0% of portfolio
|
Q4 2023
Reduced 1.06%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,845
shares
|
$55,848
0.0% of portfolio
|
Q1 2025
Reduced 45.66%
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
1,565
shares
|
$47,372
0.03% of portfolio
|
Q1 2025
Added 11938.46%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,106
shares
|
$33,478
0.0% of portfolio
|
Q4 2024
Reduced 9.27%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
580
shares
|
$17,556
0.25% of portfolio
|
Q1 2025
Reduced 95.95%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
381
shares
|
$11,532
0.0% of portfolio
|
Q1 2025
Reduced 5.46%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
279
shares
|
$8,445
0.0% of portfolio
|
Q1 2025
Reduced 91.85%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
246
shares
|
$7,446
0.0% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
128
shares
|
$3,874
0.0% of portfolio
|
Q1 2025
Reduced 98.8%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|