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 |
|---|---|---|---|---|---|
|
West Wealth Group, LLC
|
Oct 23, 2024 Q3 2024 |
27,305
shares
|
$973,150
0.32% of portfolio
|
Q3 2024
Added 12.4%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
25,141
shares
|
$896,025
0.65% of portfolio
|
Q2 2022
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
24,971
shares
|
$889,966
0.0% of portfolio
|
Q3 2024
Reduced 30.63%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
24,892
shares
|
$887,150
0.01% of portfolio
|
Q3 2024
Reduced 95.79%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
24,812
shares
|
$884,299
0.27% of portfolio
|
Q1 2023
New holding
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Oct 16, 2024 Q3 2024 |
24,370
shares
|
$868,546
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Oct 23, 2024 Q3 2024 |
24,311
shares
|
$866,444
0.56% of portfolio
|
Q3 2024
Reduced 32.55%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
23,882
shares
|
$851,154
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
23,192
shares
|
$826,562
0.01% of portfolio
|
Q3 2024
Added 15.64%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
22,816
shares
|
$813,162
0.04% of portfolio
|
Q2 2024
Added 9.61%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
22,239
shares
|
$792,597
0.04% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
22,056
shares
|
$786,075
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
21,911
shares
|
$780,908
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
21,507
shares
|
$766,509
0.01% of portfolio
|
Q3 2024
Reduced 32.85%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
21,166
shares
|
$754,356
0.01% of portfolio
|
Q2 2024
Added 3.86%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
20,868
shares
|
$743,735
0.02% of portfolio
|
Q3 2024
Reduced 13.82%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
19,874
shares
|
$708,309
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
19,763
shares
|
$704,353
0.21% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
19,536
shares
|
$696,263
0.08% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
19,350
shares
|
$689,634
0.0% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
19,236
shares
|
$685,571
0.08% of portfolio
|
Q3 2023
Added 8.27%
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
19,193
shares
|
$684,038
0.24% of portfolio
|
Q3 2024
Reduced 81.86%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
19,023
shares
|
$677,979
0.22% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
19,016
shares
|
$677,730
0.02% of portfolio
|
Q3 2024
Reduced 8.98%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 23, 2024 Q3 2024 |
18,836
shares
|
$671,315
0.53% of portfolio
|
Q3 2024
Reduced 17.6%
|