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 |
|---|---|---|---|---|---|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
6,451
shares
|
$231,461
0.07% of portfolio
|
Q3 2024
Added 405.96%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
6,318
shares
|
$226,689
0.01% of portfolio
|
Q3 2024
Added 125.8%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
6,294
shares
|
$225,828
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
6,285
shares
|
$225,505
0.0% of portfolio
|
Q3 2024
Reduced 88.74%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
6,213
shares
|
$222,922
0.04% of portfolio
|
Q3 2024
Reduced 58.09%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
6,212
shares
|
$222,886
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 07, 2024 Q3 2024 |
6,212
shares
|
$222,886
0.16% of portfolio
|
Q3 2024
Reduced 83.62%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
6,143
shares
|
$220,410
0.0% of portfolio
|
Q3 2024
Reduced 22.42%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
6,113
shares
|
$219,334
0.03% of portfolio
|
Q3 2024
Reduced 88.87%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 05, 2024 Q3 2024 |
5,933
shares
|
$212,876
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
5,909
shares
|
$212,014
0.1% of portfolio
|
Q3 2022
New holding
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 12, 2024 Q3 2024 |
5,848
shares
|
$209,826
0.07% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
5,823
shares
|
$208,929
0.0% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Nov 12, 2024 Q3 2024 |
5,788
shares
|
$207,673
0.14% of portfolio
|
Q3 2024
Reduced 82.73%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
5,725
shares
|
$205,413
0.01% of portfolio
|
Q3 2024
Reduced 71.06%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
5,690
shares
|
$204,157
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
5,631
shares
|
$202,040
0.0% of portfolio
|
Q3 2018
Added 22.63%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
5,602
shares
|
$200,999
0.0% of portfolio
|
Q3 2024
Reduced 41.63%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
4,866
shares
|
$174,592
0.06% of portfolio
|
Q3 2024
Added 857.87%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
4,767
shares
|
$171,039
0.02% of portfolio
|
Q3 2017
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
4,580
shares
|
$164,330
0.0% of portfolio
|
Q3 2024
Reduced 89.41%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
4,580
shares
|
$164,330
0.1% of portfolio
|
Q3 2024
Reduced 9.84%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
4,556
shares
|
$163,469
0.0% of portfolio
|
Q3 2024
Added 676.32%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,679
shares
|
$132,002
0.0% of portfolio
|
Q2 2020
Added 145.07%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
3,533
shares
|
$126,764
0.0% of portfolio
|
Q3 2024
Reduced 0.28%
|