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 547 institutions that hold shares in the stock, with a total of 198 Million shares, which have been reported (via 13F filing form) to have a value of $7.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
23,451
shares
|
$887,151
0.02% of portfolio
|
Q1 2025
Added 45.03%
|
|
|
5 T Wealth, LLC
Napa, CA |
Apr 22, 2025 Q1 2025 |
23,311
shares
|
$881,855
0.45% of portfolio
|
Q1 2025
Added 129.35%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
May 08, 2025 Q1 2025 |
23,155
shares
|
$875,953
0.46% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
22,760
shares
|
$861,010
0.02% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
22,757
shares
|
$860,897
0.0% of portfolio
|
Q1 2025
Reduced 20.16%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
22,666
shares
|
$857,454
0.53% of portfolio
|
Q1 2025
New holding
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
22,585
shares
|
$854,390
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
22,056
shares
|
$834,378
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Apr 22, 2025 Q1 2025 |
21,793
shares
|
$824,429
0.68% of portfolio
|
Q1 2025
Added 20.1%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
May 06, 2025 Q1 2025 |
21,615
shares
|
$817,695
0.3% of portfolio
|
Q1 2025
Reduced 43.44%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
21,389
shares
|
$809,145
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Apr 11, 2025 Q1 2025 |
21,095
shares
|
$798,023
0.38% of portfolio
|
Q1 2025
Reduced 12.41%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
21,090
shares
|
$797,834
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
20,555
shares
|
$777,595
0.0% of portfolio
|
Q1 2025
Added 116.0%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
20,179
shares
|
$763,371
0.28% of portfolio
|
Q1 2025
Added 20.51%
|
|
|
Forte Capital LLC
|
May 02, 2025 Q1 2025 |
19,608
shares
|
$741,770
0.09% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
19,541
shares
|
$739,236
0.03% of portfolio
|
Q1 2025
Added 8.24%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
19,454
shares
|
$735,944
0.56% of portfolio
|
Q1 2025
Reduced 28.8%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
May 14, 2025 Q1 2025 |
19,433
shares
|
$735,150
0.57% of portfolio
|
Q1 2025
New holding
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
18,898
shares
|
$714,911
0.02% of portfolio
|
Q4 2024
Added 4.46%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
18,410
shares
|
$696,450
0.03% of portfolio
|
Q1 2025
Added 49.02%
|
|
|
Mc Naughton Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
18,375
shares
|
$695,126
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
18,213
shares
|
$688,997
0.0% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
18,192
shares
|
$688,203
0.04% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Berkeley, Inc
Boise, ID |
May 01, 2025 Q1 2025 |
18,158
shares
|
$686,917
0.31% of portfolio
|
Q1 2025
Reduced 5.22%
|