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 79 institutions that hold shares in the stock, with a total of 5.91 Million shares, which have been reported (via 13F filing form) to have a value of $227 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,173,103
shares
|
$45.1 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.32%
|
|
|
Permanens Capital L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
490,303
shares
|
$18.8 Million
3.71% of portfolio
|
Q3 2024
Reduced 59.33%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
394,666
shares
|
$15.2 Million
0.0% of portfolio
|
Q3 2024
Added 248.05%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
326,115
shares
|
$12.5 Million
0.58% of portfolio
|
Q3 2024
Reduced 12.88%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
299,935
shares
|
$11.5 Million
0.24% of portfolio
|
Q3 2022
Reduced 1.55%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
284,275
shares
|
$10.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
284,092
shares
|
$10.9 Million
0.02% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
269,611
shares
|
$10.4 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
226,110
shares
|
$8.69 Million
0.0% of portfolio
|
Q3 2024
Reduced 21.08%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
210,338
shares
|
$8.08 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
184,887
shares
|
$7.11 Million
0.24% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 12, 2024 Q3 2024 |
145,131
shares
|
$5.58 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
128,500
shares
|
$4.94 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.46%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
125,426
shares
|
$4.82 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
123,197
shares
|
$4.73 Million
0.0% of portfolio
|
Q2 2023
Reduced 0.06%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
120,820
shares
|
$4.64 Million
1.77% of portfolio
|
Q4 2022
Reduced 45.06%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
114,627
shares
|
$4.41 Million
0.0% of portfolio
|
Q3 2024
Reduced 19.38%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
96,615
shares
|
$3.71 Million
0.6% of portfolio
|
Q4 2024
Reduced 53.02%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
79,654
shares
|
$3.06 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
68,756
shares
|
$2.64 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 12, 2024 Q3 2024 |
60,830
shares
|
$2.34 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
55,697
shares
|
$2.14 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
3 Edge Asset Management, LP
|
Jan 31, 2025 Q4 2024 |
51,255
shares
|
$1.97 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
41,651
shares
|
$1.6 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
38,014
shares
|
$1.46 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.47%
|