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 94 institutions that hold shares in the stock, with a total of 12.9 Million shares, which have been reported (via 13F filing form) to have a value of $529 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
7,250,076
shares
|
$296 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,173,103
shares
|
$48 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.32%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
359,560
shares
|
$14.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.79%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
340,147
shares
|
$13.9 Million
1.88% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
299,935
shares
|
$12.3 Million
0.24% of portfolio
|
Q3 2022
Reduced 1.55%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
299,205
shares
|
$12.2 Million
0.02% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
282,272
shares
|
$11.5 Million
0.0% of portfolio
|
Q1 2025
Added 129.35%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
269,651
shares
|
$11 Million
0.0% of portfolio
|
Q1 2025
Added 22.13%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
253,823
shares
|
$10.4 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
204,156
shares
|
$8.35 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.22%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
186,843
shares
|
$7.64 Million
0.25% of portfolio
|
Q2 2025
Added 4.88%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
174,948
shares
|
$7.15 Million
0.36% of portfolio
|
Q1 2025
Reduced 21.17%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
169,673
shares
|
$6.94 Million
0.0% of portfolio
|
Q1 2025
Added 40.96%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
155,423
shares
|
$6.36 Million
0.0% of portfolio
|
Q1 2025
Added 26.4%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
148,252
shares
|
$6.06 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
141,577
shares
|
$5.79 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
120,820
shares
|
$4.94 Million
1.77% of portfolio
|
Q4 2022
Reduced 45.06%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
115,824
shares
|
$4.74 Million
0.0% of portfolio
|
Q1 2025
Reduced 32.59%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Jul 28, 2025 Q2 2025 |
98,379
shares
|
$4.02 Million
0.01% of portfolio
|
Q2 2025
Reduced 81.19%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
86,604
shares
|
$3.54 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
69,381
shares
|
$2.84 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
68,047
shares
|
$2.78 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.08%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
51,645
shares
|
$2.11 Million
0.0% of portfolio
|
Q1 2025
Added 4.68%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
49,407
shares
|
$2.02 Million
0.05% of portfolio
|
Q2 2025
Added 5.78%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
40,643
shares
|
$1.66 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.36%
|