Institutional Ownership Ishares Currency Hedged Msci E (HEEM)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEEM). We have compiled data on the 44 institutions that hold shares in the stock, with a total of 3.75 Million shares, which have been reported (via 13F filing form) to have a value of $105 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
726,591
shares
|
$20.3 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Amarillo National Bank
|
Jan 30, 2025 Q4 2024 |
448,844
shares
|
$12.5 Million
2.3% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
378,755
shares
|
$10.6 Million
0.0% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
333,529
shares
|
$9.31 Million
0.03% of portfolio
|
Q2 2023
Added 33.43%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
320,712
shares
|
$8.95 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 12, 2024 Q3 2024 |
282,500
shares
|
$7.88 Million
0.01% of portfolio
|
Q3 2024
Added 15.54%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
217,156
shares
|
$6.06 Million
0.0% of portfolio
|
Q3 2024
Added 8.39%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
210,374
shares
|
$5.87 Million
0.0% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
161,593
shares
|
$4.51 Million
0.0% of portfolio
|
Q3 2024
Added 607.53%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
129,273
shares
|
$3.61 Million
0.09% of portfolio
|
Q3 2024
Added 189.23%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
95,061
shares
|
$2.65 Million
0.02% of portfolio
|
Q3 2024
Added 5.36%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
62,806
shares
|
$1.75 Million
0.84% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
49,015
shares
|
$1.37 Million
0.01% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
44,188
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
42,926
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 55.11%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
41,748
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Feb 04, 2025 Q4 2024 |
40,595
shares
|
$1.13 Million
0.05% of portfolio
|
Q2 2023
Reduced 78.08%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
30,894
shares
|
$861,942
0.0% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
19,009
shares
|
$530,351
0.0% of portfolio
|
Q3 2024
Reduced 10.19%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
14,326
shares
|
$399,695
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
13,122
shares
|
$366,103
0.0% of portfolio
|
Q3 2024
Added 5.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,589
shares
|
$295,433
0.0% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
10,477
shares
|
$292,308
0.0% of portfolio
|
Q3 2023
Added 0.04%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
10,115
shares
|
$282,208
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
10,066
shares
|
$280,841
0.03% of portfolio
|
Q4 2024
Reduced 12.0%
|