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 410 institutions that hold shares in the stock, with a total of 137 Million shares, which have been reported (via 13F filing form) to have a value of $4.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
8,890
shares
|
$318,973
0.11% of portfolio
|
Q3 2024
Reduced 12.3%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
8,789
shares
|
$315,349
0.13% of portfolio
|
Q3 2024
Reduced 72.18%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
8,641
shares
|
$310,039
0.01% of portfolio
|
Q3 2024
Reduced 22.09%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 22, 2024 Q3 2024 |
8,506
shares
|
$305,195
0.28% of portfolio
|
Q3 2024
Added 24.61%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
8,271
shares
|
$296,763
0.03% of portfolio
|
Q2 2023
Reduced 8.42%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
8,271
shares
|
$296,763
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
8,188
shares
|
$293,785
0.01% of portfolio
|
Q3 2024
Reduced 93.23%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
8,103
shares
|
$290,735
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
8,022
shares
|
$287,829
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
7,953
shares
|
$285,353
0.02% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
7,916
shares
|
$284,026
0.0% of portfolio
|
Q3 2024
Reduced 72.95%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 15, 2024 Q3 2024 |
7,704
shares
|
$276,419
0.11% of portfolio
|
Q3 2024
Reduced 87.1%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
7,564
shares
|
$271,396
0.41% of portfolio
|
Q2 2022
Reduced 15.69%
|
|
|
Allie Family Office LLC
|
Nov 08, 2024 Q3 2024 |
7,536
shares
|
$270,391
0.14% of portfolio
|
Q3 2024
Reduced 54.08%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,502
shares
|
$269,171
0.02% of portfolio
|
Q3 2024
Reduced 14.76%
|
|
|
Forte Asset Management LLC
|
Oct 28, 2024 Q3 2024 |
7,500
shares
|
$269,100
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
7,480
shares
|
$268,382
0.01% of portfolio
|
Q3 2024
Reduced 7.96%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
7,308
shares
|
$262,211
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
7,286
shares
|
$261,421
0.14% of portfolio
|
Q2 2024
Added 13.24%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
7,278
shares
|
$261,134
0.01% of portfolio
|
Q4 2023
Added 1.25%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
7,183
shares
|
$257,726
0.02% of portfolio
|
Q3 2022
Added 8.57%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
6,900
shares
|
$247,572
0.09% of portfolio
|
Q1 2024
Reduced 1.43%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
6,834
shares
|
$245,203
0.02% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
6,655
shares
|
$238,781
0.01% of portfolio
|
Q3 2024
Reduced 52.3%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
6,477
shares
|
$232,394
0.08% of portfolio
|
Q3 2024
Reduced 9.67%
|