Institutional Ownership Ishares Currency Hedged Msci E (HEFA)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEFA). We have compiled data on the 451 institutions that hold shares in the stock, with a total of 147 Million shares, which have been reported (via 13F filing form) to have a value of $5.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
18,054
shares
|
$675,941
0.03% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
17,747
shares
|
$664,447
0.01% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
16,745
shares
|
$626,932
0.17% of portfolio
|
Q4 2024
Reduced 15.27%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
16,734
shares
|
$626,520
0.23% of portfolio
|
Q3 2024
Added 11.33%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
16,541
shares
|
$619,295
0.21% of portfolio
|
Q4 2024
Added 9.51%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
16,170
shares
|
$605,404
0.02% of portfolio
|
Q4 2024
Added 29.27%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
16,154
shares
|
$604,805
0.18% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
16,014
shares
|
$599,564
0.05% of portfolio
|
Q4 2024
Added 13.8%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
15,951
shares
|
$597,205
0.01% of portfolio
|
Q4 2024
Reduced 25.83%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Jan 23, 2025 Q4 2024 |
15,842
shares
|
$593,124
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
First American Trust, Fsb
|
Feb 11, 2025 Q4 2024 |
15,778
shares
|
$590,728
0.06% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
15,362
shares
|
$575,153
0.0% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
15,260
shares
|
$571,334
0.0% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Acorn Financial Advisory Services Inc
|
Feb 14, 2025 Q4 2024 |
15,116
shares
|
$565,943
0.1% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Feb 14, 2025 Q4 2024 |
15,025
shares
|
$562,536
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Headinvest, LLC
Portland, ME |
Feb 18, 2025 Q4 2024 |
14,580
shares
|
$545,875
0.1% of portfolio
|
Q1 2024
Reduced 7.6%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
14,493
shares
|
$542,617
0.01% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
14,444
shares
|
$540,783
0.01% of portfolio
|
Q4 2024
Added 5.5%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
14,354
shares
|
$537,413
0.1% of portfolio
|
Q4 2024
Reduced 59.87%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
13,653
shares
|
$511,168
0.2% of portfolio
|
Q4 2024
Added 30.35%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Feb 04, 2025 Q4 2024 |
13,653
shares
|
$511,168
0.42% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
13,599
shares
|
$509,146
0.0% of portfolio
|
Q4 2024
Added 375.82%
|
|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
13,333
shares
|
$499,187
0.25% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
12,945
shares
|
$484,660
0.03% of portfolio
|
Q4 2024
Reduced 16.34%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Feb 10, 2025 Q4 2024 |
12,877
shares
|
$482,114
0.9% of portfolio
|
Q4 2024
New holding
|