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 97 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 |
|---|---|---|---|---|---|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
8,150
shares
|
$333,253
0.04% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
7,856
shares
|
$321,231
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
7,771
shares
|
$317,756
0.12% of portfolio
|
Q2 2025
Reduced 33.65%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
7,704
shares
|
$315,016
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Banco Santander, S.A.
|
Aug 01, 2025 Q2 2025 |
7,682
shares
|
$314,116
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Jul 30, 2025 Q2 2025 |
7,650
shares
|
$312,808
0.0% of portfolio
|
Q4 2024
Reduced 28.17%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
7,401
shares
|
$302,626
0.17% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
7,387
shares
|
$302,054
0.02% of portfolio
|
Q2 2025
Reduced 36.53%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
7,196
shares
|
$294,244
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
6,764
shares
|
$276,579
0.01% of portfolio
|
Q2 2025
Reduced 18.71%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
6,614
shares
|
$270,446
0.01% of portfolio
|
Q2 2025
Added 21.25%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
6,122
shares
|
$250,328
0.06% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
One Advisory Partners, LLC
|
Jul 25, 2025 Q2 2025 |
5,733
shares
|
$234,422
0.09% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
5,380
shares
|
$219,988
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
4,997
shares
|
$204,327
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
4,385
shares
|
$179,302
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
4,135
shares
|
$169,080
0.0% of portfolio
|
Q2 2025
Added 50.2%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
3,727
shares
|
$152,397
0.0% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,417
shares
|
$57,941
0.0% of portfolio
|
Q2 2025
Added 1236.79%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,217
shares
|
$49,763
0.0% of portfolio
|
Q2 2025
Added 334.64%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
1,130
shares
|
$46,205
0.0% of portfolio
|
Q1 2019
Reduced 93.87%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
1,005
shares
|
$41,094
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
945
shares
|
$38,641
0.0% of portfolio
|
Q1 2025
Reduced 26.57%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
938
shares
|
$38,354
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
819
shares
|
$33,488
0.0% of portfolio
|
Q2 2025
New holding
|