Institutional Ownership Ishares Tr Currency Hedged Msc (HAWX)
This table provides information about the institutional ownership of Ishares Tr Currency Hedged Msc (HAWX). We have compiled data on the 44 institutions that hold shares in the stock, with a total of 4.81 Million shares, which have been reported (via 13F filing form) to have a value of $161 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Advisors, LLC
Andover, MA |
Jan 15, 2025 Q4 2024 |
1,751,619
shares
|
$58.5 Million
10.85% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
570,763
shares
|
$19.1 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
451,971
shares
|
$15.1 Million
0.08% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Wolf Group Capital Advisors
|
Oct 31, 2024 Q3 2024 |
351,099
shares
|
$11.7 Million
4.95% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
320,293
shares
|
$10.7 Million
0.0% of portfolio
|
Q3 2024
Added 6.57%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
303,033
shares
|
$10.1 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
174,456
shares
|
$5.83 Million
0.01% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Advisory Resource Group
|
Jan 28, 2025 Q4 2024 |
158,668
shares
|
$5.3 Million
1.28% of portfolio
|
Q4 2024
Added 5.45%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
139,921
shares
|
$4.67 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
93,977
shares
|
$3.14 Million
0.11% of portfolio
|
Q4 2024
Added 47.54%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
85,716
shares
|
$2.86 Million
0.1% of portfolio
|
Q3 2022
Reduced 1.3%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
65,310
shares
|
$2.18 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
52,548
shares
|
$1.75 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
33,703
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2024
Added 109.06%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
27,750
shares
|
$926,572
0.0% of portfolio
|
Q3 2024
Reduced 33.02%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
27,723
shares
|
$925,670
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
23,643
shares
|
$789,439
0.01% of portfolio
|
Q3 2024
Reduced 95.25%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
22,528
shares
|
$752,209
0.0% of portfolio
|
Q3 2024
Added 16.42%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
20,975
shares
|
$700,355
0.02% of portfolio
|
Q4 2024
Added 101.03%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
17,319
shares
|
$578,281
0.0% of portfolio
|
Q4 2024
Reduced 6.22%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
15,833
shares
|
$528,663
0.0% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
14,476
shares
|
$483,353
0.01% of portfolio
|
Q1 2023
Reduced 4.01%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,909
shares
|
$464,421
0.0% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
12,094
shares
|
$403,818
0.01% of portfolio
|
Q2 2024
Reduced 1.55%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
9,774
shares
|
$326,353
0.0% of portfolio
|
Q4 2024
Reduced 10.45%
|