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 51 institutions that hold shares in the stock, with a total of 1.83 Million shares, which have been reported (via 13F filing form) to have a value of $59.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Jan 16, 2025 Q4 2024 |
246,550
shares
|
$8.04 Million
3.38% of portfolio
|
Q4 2024
Added 7.29%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
162,991
shares
|
$5.32 Million
0.0% of portfolio
|
Q4 2024
Added 13.81%
|
|
|
Systelligence, LLC
|
Jan 31, 2025 Q4 2024 |
126,060
shares
|
$4.11 Million
1.06% of portfolio
|
Q4 2024
Added 11.7%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
111,464
shares
|
$3.64 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.99%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
110,390
shares
|
$3.6 Million
1.39% of portfolio
|
Q4 2024
Added 75.96%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
110,055
shares
|
$3.59 Million
0.03% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Feb 11, 2025 Q4 2024 |
99,989
shares
|
$3.26 Million
2.44% of portfolio
|
Q4 2024
Added 34.32%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 11, 2025 Q4 2024 |
97,668
shares
|
$3.19 Million
2.67% of portfolio
|
Q4 2024
Added 28.91%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
92,895
shares
|
$3.03 Million
0.0% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
88,959
shares
|
$2.9 Million
0.01% of portfolio
|
Q4 2024
Added 8.56%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jan 22, 2025 Q4 2024 |
87,567
shares
|
$2.86 Million
2.57% of portfolio
|
Q4 2024
New holding
|
|
|
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%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
50,845
shares
|
$1.66 Million
0.0% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
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%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
34,544
shares
|
$1.13 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
27,102
shares
|
$884,067
0.0% of portfolio
|
Q4 2024
Added 37.04%
|
|
|
Montis Financial, LLC
|
Feb 10, 2025 Q4 2024 |
25,071
shares
|
$817,816
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
24,193
shares
|
$789,175
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
|
$766,178
0.0% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
18,623
shares
|
$607,482
0.03% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
18,287
shares
|
$596,521
0.0% of portfolio
|
Q4 2024
Added 16.04%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
16,969
shares
|
$553,528
0.0% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
15,794
shares
|
$515,200
0.0% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
13,937
shares
|
$454,624
0.03% of portfolio
|
Q4 2024
Added 3.71%
|