Institutional Ownership Ishares Currency Hedged Msci E (HEZU)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEZU). We have compiled data on the 61 institutions that hold shares in the stock, with a total of 6.68 Million shares, which have been reported (via 13F filing form) to have a value of $241 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
1,213,426
shares
|
$43.8 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.03%
|
|
|
Permanens Capital L.P.
New York, NY |
May 15, 2024 Q1 2024 |
1,013,883
shares
|
$36.6 Million
4.58% of portfolio
|
Q1 2024
Added 102.41%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
444,285
shares
|
$16 Million
0.0% of portfolio
|
Q1 2024
Added 3.94%
|
|
|
Connecticut Wealth Management, LLC
|
May 01, 2024 Q1 2024 |
386,552
shares
|
$14 Million
0.76% of portfolio
|
Q1 2024
Added 1.05%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
May 15, 2024 Q1 2024 |
340,258
shares
|
$12.3 Million
0.63% of portfolio
|
Q1 2024
Added 0.06%
|
|
|
New York State Common Retirement Fund
|
May 07, 2024 Q1 2024 |
308,457
shares
|
$11.1 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Schroder Investment Management Group
London, X0 |
May 14, 2024 Q1 2024 |
308,457
shares
|
$11.1 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
299,935
shares
|
$10.8 Million
0.24% of portfolio
|
Q3 2022
Reduced 1.55%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
278,883
shares
|
$10.1 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.6%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
223,806
shares
|
$8.08 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.09%
|
|
|
Barings LLC
|
May 08, 2024 Q1 2024 |
219,705
shares
|
$7.93 Million
0.21% of portfolio
|
Q1 2024
Reduced 14.74%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
209,036
shares
|
$7.55 Million
0.01% of portfolio
|
Q1 2024
Reduced 55.24%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
146,312
shares
|
$5.28 Million
0.0% of portfolio
|
Q1 2024
Reduced 28.14%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
123,197
shares
|
$4.45 Million
0.0% of portfolio
|
Q2 2023
Reduced 0.06%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
122,050
shares
|
$4.41 Million
0.0% of portfolio
|
Q1 2024
Added 9.0%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
120,820
shares
|
$4.36 Million
1.77% of portfolio
|
Q4 2022
Reduced 45.06%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
108,746
shares
|
$3.93 Million
0.0% of portfolio
|
Q1 2024
Reduced 8.44%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
80,791
shares
|
$2.92 Million
0.01% of portfolio
|
Q1 2024
Added 72.83%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
76,019
shares
|
$2.74 Million
0.0% of portfolio
|
Q1 2024
Added 19.41%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
74,727
shares
|
$2.7 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.45%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
71,997
shares
|
$2.6 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.58%
|
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
60,081
shares
|
$2.17 Million
0.02% of portfolio
|
Q1 2024
Added 0.93%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
56,173
shares
|
$2.03 Million
0.0% of portfolio
|
Q1 2024
Reduced 9.04%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
52,960
shares
|
$1.91 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.25%
|
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
39,459
shares
|
$1.42 Million
0.0% of portfolio
|
Q1 2024
Added 145.79%
|
|