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 55 institutions that hold shares in the stock, with a total of 2.15 Million shares, which have been reported (via 13F filing form) to have a value of $76.2 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
293,039
shares
|
$10.4 Million
0.0% of portfolio
|
Q1 2025
Added 79.79%
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Jul 09, 2025 Q2 2025 |
273,497
shares
|
$9.71 Million
3.63% of portfolio
|
Q2 2025
Added 7.11%
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
131,522
shares
|
$4.67 Million
1.74% of portfolio
|
Q1 2025
Added 19.14%
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
110,438
shares
|
$3.92 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Apr 15, 2025 Q1 2025 |
98,597
shares
|
$3.5 Million
2.73% of portfolio
|
Q1 2025
Added 0.95%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
94,351
shares
|
$3.35 Million
0.01% of portfolio
|
Q1 2025
Added 6.06%
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
87,961
shares
|
$3.12 Million
0.03% of portfolio
|
Q1 2025
Reduced 20.08%
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jul 14, 2025 Q2 2025 |
85,976
shares
|
$3.05 Million
2.65% of portfolio
|
Q2 2025
Reduced 6.76%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
82,755
shares
|
$2.94 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.92%
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
May 13, 2025 Q1 2025 |
81,826
shares
|
$2.9 Million
1.91% of portfolio
|
Q1 2025
Reduced 18.16%
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
71,916
shares
|
$2.55 Million
0.29% of portfolio
|
Q1 2025
New holding
|
|
Systelligence, LLC
|
Apr 22, 2025 Q1 2025 |
70,774
shares
|
$2.51 Million
0.61% of portfolio
|
Q1 2025
Reduced 43.86%
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
62,160
shares
|
$2.21 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
Berkeley, Inc
Boise, ID |
May 01, 2025 Q1 2025 |
53,013
shares
|
$1.88 Million
0.8% of portfolio
|
Q1 2025
Reduced 78.93%
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
50,419
shares
|
$1.79 Million
0.19% of portfolio
|
Q1 2025
Reduced 6.12%
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
50,262
shares
|
$1.78 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
Wescap Management Group, Inc.
Glendale, CA |
May 12, 2025 Q1 2025 |
47,444
shares
|
$1.68 Million
0.38% of portfolio
|
Q1 2025
Added 2.98%
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
42,449
shares
|
$1.51 Million
0.04% of portfolio
|
Q2 2025
Reduced 12.42%
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
40,167
shares
|
$1.43 Million
0.7% of portfolio
|
Q2 2024
Added 29.47%
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
35,255
shares
|
$1.25 Million
0.0% of portfolio
|
Q1 2025
Added 30.08%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
32,203
shares
|
$1.14 Million
0.0% of portfolio
|
Q1 2025
Added 33.11%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,488
shares
|
$833,589
0.0% of portfolio
|
Q3 2024
Added 2.4%
|
|
Fortitude Financial, LLC
Spokane, WA |
Jun 11, 2025 Q1 2025 |
21,716
shares
|
$770,700
0.67% of portfolio
|
Q4 2024
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
19,809
shares
|
$703,021
0.0% of portfolio
|
Q4 2024
Reduced 10.84%
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
18,302
shares
|
$649,537
0.11% of portfolio
|
Q2 2025
Reduced 0.87%
|