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 |
|---|---|---|---|---|---|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
11,762
shares
|
$444,956
0.02% of portfolio
|
Q2 2023
Reduced 11.04%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
11,707
shares
|
$442,875
0.03% of portfolio
|
Q1 2025
Added 18.06%
|
|
|
Allie Family Office LLC
|
May 13, 2025 Q1 2025 |
11,692
shares
|
$442,308
0.23% of portfolio
|
Q1 2025
Added 53.7%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
11,582
shares
|
$438,147
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
11,479
shares
|
$434,250
0.0% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
11,459
shares
|
$433,493
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
11,367
shares
|
$430,013
0.13% of portfolio
|
Q4 2024
Added 133.6%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
11,360
shares
|
$429,748
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
11,311
shares
|
$427,895
0.15% of portfolio
|
Q4 2024
Reduced 39.87%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
May 09, 2025 Q1 2025 |
11,300
shares
|
$427,479
0.41% of portfolio
|
Q1 2025
Reduced 7.38%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
May 13, 2025 Q1 2025 |
10,619
shares
|
$401,716
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
10,595
shares
|
$400,808
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
10,463
shares
|
$395,815
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
10,414
shares
|
$393,961
0.02% of portfolio
|
Q1 2025
Added 3936.43%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
10,373
shares
|
$392,410
0.04% of portfolio
|
Q1 2025
Reduced 35.23%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
10,351
shares
|
$391,578
0.02% of portfolio
|
Q1 2025
Reduced 20.04%
|
|
|
Patton Albertson Miller Group, LLC
|
May 22, 2025 Q1 2025 |
10,335
shares
|
$390,973
0.06% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
10,170
shares
|
$384,731
0.02% of portfolio
|
Q1 2025
Added 50.93%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
10,101
shares
|
$382,120
0.01% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
10,054
shares
|
$380,342
0.2% of portfolio
|
Q4 2022
Added 5.02%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
9,831
shares
|
$371,906
0.03% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
9,787
shares
|
$370,242
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
9,500
shares
|
$359,385
0.27% of portfolio
|
Q1 2025
Added 17.55%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
9,459
shares
|
$357,833
0.01% of portfolio
|
Q2 2025
Reduced 17.45%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
9,380
shares
|
$354,845
0.05% of portfolio
|
Q1 2025
New holding
|