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 409 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 $4.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
63,407
shares
|
$2.26 Million
0.04% of portfolio
|
Q3 2024
Added 56.17%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
61,635
shares
|
$2.2 Million
0.02% of portfolio
|
Q3 2024
Added 10.45%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
61,394
shares
|
$2.19 Million
0.06% of portfolio
|
Q3 2024
Reduced 30.34%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
59,120
shares
|
$2.11 Million
0.1% of portfolio
|
Q3 2024
Added 7.42%
|
|
|
Stone Point Wealth LLC
|
Oct 31, 2024 Q3 2024 |
58,585
shares
|
$2.09 Million
0.68% of portfolio
|
Q3 2024
Added 8.56%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
58,515
shares
|
$2.09 Million
0.05% of portfolio
|
Q3 2024
Added 8.87%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
57,952
shares
|
$2.07 Million
0.54% of portfolio
|
Q3 2024
Reduced 18.11%
|
|
|
Wealthgate Family Office, LLC
|
Nov 08, 2024 Q3 2024 |
56,290
shares
|
$2.01 Million
5.55% of portfolio
|
Q3 2021
Added 1.4%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
55,270
shares
|
$1.97 Million
0.88% of portfolio
|
Q3 2024
Added 19.43%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
54,982
shares
|
$1.96 Million
0.04% of portfolio
|
Q2 2024
Reduced 14.77%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Nov 04, 2024 Q3 2024 |
54,978
shares
|
$1.96 Million
0.06% of portfolio
|
Q3 2024
Reduced 14.19%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
54,060
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2024
Added 58.2%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
52,694
shares
|
$1.88 Million
0.03% of portfolio
|
Q3 2024
Added 832.47%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
51,541
shares
|
$1.84 Million
0.13% of portfolio
|
Q3 2024
Added 28.92%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
50,650
shares
|
$1.81 Million
0.64% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
48,502
shares
|
$1.73 Million
0.02% of portfolio
|
Q3 2024
Reduced 79.61%
|
|
|
Financial Life Advisors
|
Oct 21, 2024 Q3 2024 |
47,768
shares
|
$1.7 Million
0.65% of portfolio
|
Q3 2024
Added 11.02%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
47,500
shares
|
$1.69 Million
0.25% of portfolio
|
Q3 2019
New holding
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
45,626
shares
|
$1.63 Million
0.03% of portfolio
|
Q3 2024
Added 34.83%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
45,480
shares
|
$1.62 Million
0.56% of portfolio
|
Q4 2023
Added 0.85%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
43,428
shares
|
$1.55 Million
0.1% of portfolio
|
Q3 2024
Added 30.09%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
43,104
shares
|
$1.54 Million
0.07% of portfolio
|
Q3 2024
Added 27.17%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
41,713
shares
|
$1.49 Million
0.85% of portfolio
|
Q3 2024
Reduced 13.99%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
40,582
shares
|
$1.45 Million
0.04% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
38,866
shares
|
$1.39 Million
0.35% of portfolio
|
Q3 2024
Reduced 4.96%
|