Institutional Ownership Ishares Tr Currency Hedged Msc (HSCZ)
This table provides information about the institutional ownership of Ishares Tr Currency Hedged Msc (HSCZ). We have compiled data on the 53 institutions that hold shares in the stock, with a total of 1.92 Million shares, which have been reported (via 13F filing form) to have a value of $62.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Apr 18, 2025 Q1 2025 |
255,338
shares
|
$8.31 Million
3.42% of portfolio
|
Q1 2025
Added 3.56%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
162,991
shares
|
$5.3 Million
0.0% of portfolio
|
Q4 2024
Added 13.81%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
131,522
shares
|
$4.28 Million
1.74% of portfolio
|
Q1 2025
Added 19.14%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
111,464
shares
|
$3.63 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.99%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
110,055
shares
|
$3.58 Million
0.03% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Feb 11, 2025 Q4 2024 |
99,989
shares
|
$3.25 Million
2.44% of portfolio
|
Q4 2024
Added 34.32%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Apr 15, 2025 Q1 2025 |
98,597
shares
|
$3.21 Million
2.73% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
92,895
shares
|
$3.02 Million
0.0% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Apr 22, 2025 Q1 2025 |
92,206
shares
|
$3 Million
2.72% of portfolio
|
Q1 2025
Added 5.3%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
88,959
shares
|
$2.89 Million
0.01% of portfolio
|
Q4 2024
Added 8.56%
|
|
|
Systelligence, LLC
|
Apr 22, 2025 Q1 2025 |
70,774
shares
|
$2.3 Million
0.61% of portfolio
|
Q1 2025
Reduced 43.86%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
53,703
shares
|
$1.75 Million
0.19% of portfolio
|
Q4 2024
Added 33.06%
|
|
|
Berkeley, Inc
Boise, ID |
May 01, 2025 Q1 2025 |
53,013
shares
|
$1.73 Million
0.8% of portfolio
|
Q1 2025
Reduced 78.93%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
50,943
shares
|
$1.66 Million
0.0% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
48,469
shares
|
$1.58 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Feb 12, 2025 Q4 2024 |
46,069
shares
|
$1.5 Million
0.36% of portfolio
|
Q4 2024
Added 59.07%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
40,167
shares
|
$1.31 Million
0.7% of portfolio
|
Q2 2024
Added 29.47%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
35,255
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2025
Added 30.08%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
34,544
shares
|
$1.12 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
24,193
shares
|
$787,240
0.0% of portfolio
|
Q4 2024
Added 44.38%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,488
shares
|
$764,299
0.0% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Montis Financial, LLC
|
May 02, 2025 Q1 2025 |
20,937
shares
|
$681,289
0.2% of portfolio
|
Q1 2025
Reduced 16.49%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
19,180
shares
|
$624,117
0.02% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Apr 14, 2025 Q1 2025 |
18,462
shares
|
$600,753
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
18,287
shares
|
$595,058
0.0% of portfolio
|
Q4 2024
Added 16.04%
|