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 502 institutions that hold shares in the stock, with a total of 154 Million shares, which have been reported (via 13F filing form) to have a value of $5.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
199,469
shares
|
$7.73 Million
0.14% of portfolio
|
Q2 2025
Added 717.73%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
198,493
shares
|
$7.69 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
182,424
shares
|
$7.07 Million
0.01% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
180,658
shares
|
$7 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
180,246
shares
|
$6.98 Million
0.64% of portfolio
|
Q2 2025
Added 98.53%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
172,327
shares
|
$6.67 Million
0.17% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Ma Private Wealth
|
Jul 24, 2025 Q2 2025 |
158,616
shares
|
$6.14 Million
1.12% of portfolio
|
Q2 2025
Reduced 7.53%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
155,282
shares
|
$6.01 Million
0.0% of portfolio
|
Q2 2025
Added 34.99%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
153,556
shares
|
$5.95 Million
0.01% of portfolio
|
Q3 2023
Reduced 14.34%
|
|
|
Precision Wealth Strategies, LLC
|
Jul 18, 2025 Q2 2025 |
152,192
shares
|
$5.89 Million
2.11% of portfolio
|
Q2 2025
New holding
|
|
|
Ifrah Financial Services, Inc.
|
Jul 29, 2025 Q2 2025 |
150,652
shares
|
$5.83 Million
1.58% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
146,381
shares
|
$5.67 Million
0.21% of portfolio
|
Q2 2025
Reduced 13.01%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
141,189
shares
|
$5.47 Million
0.03% of portfolio
|
Q2 2025
Reduced 76.71%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
140,738
shares
|
$5.45 Million
0.14% of portfolio
|
Q2 2025
Added 8.47%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
140,398
shares
|
$5.44 Million
0.13% of portfolio
|
Q2 2025
Reduced 53.05%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
138,795
shares
|
$5.38 Million
0.01% of portfolio
|
Q2 2025
Reduced 64.55%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
138,720
shares
|
$5.37 Million
0.02% of portfolio
|
Q2 2025
Added 20.23%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jul 16, 2025 Q2 2025 |
138,493
shares
|
$5.36 Million
2.78% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
136,360
shares
|
$5.28 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.1%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 07, 2025 Q2 2025 |
135,870
shares
|
$5.26 Million
0.85% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
132,500
shares
|
$5.13 Million
0.02% of portfolio
|
Q2 2025
Reduced 91.57%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
125,657
shares
|
$4.87 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Roof Eidam & Maycock
|
Jul 29, 2025 Q2 2025 |
124,625
shares
|
$4.83 Million
1.19% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
124,280
shares
|
$4.81 Million
1.5% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
122,473
shares
|
$4.74 Million
0.55% of portfolio
|
Q2 2025
New holding
|