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 46 institutions that hold shares in the stock, with a total of 3.86 Million shares, which have been reported (via 13F filing form) to have a value of $109 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
767,630
shares
|
$21.6 Million
0.06% of portfolio
|
Q4 2024
Added 5.65%
|
|
|
Amarillo National Bank
|
Jan 30, 2025 Q4 2024 |
448,844
shares
|
$12.7 Million
2.3% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
378,755
shares
|
$10.7 Million
0.0% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
333,529
shares
|
$9.41 Million
0.03% of portfolio
|
Q2 2023
Added 33.43%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
320,712
shares
|
$9.04 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Feb 12, 2025 Q4 2024 |
289,900
shares
|
$8.18 Million
0.01% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
237,930
shares
|
$6.71 Million
0.0% of portfolio
|
Q4 2024
Added 13.1%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
217,156
shares
|
$6.12 Million
0.0% of portfolio
|
Q3 2024
Added 8.39%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
164,629
shares
|
$4.64 Million
0.98% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
161,593
shares
|
$4.56 Million
0.0% of portfolio
|
Q3 2024
Added 607.53%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
100,124
shares
|
$2.82 Million
0.02% of portfolio
|
Q4 2024
Added 5.33%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
62,806
shares
|
$1.77 Million
0.84% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
49,015
shares
|
$1.38 Million
0.01% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
45,089
shares
|
$1.27 Million
0.01% of portfolio
|
Q4 2024
Reduced 65.12%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
42,926
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2024
Reduced 55.11%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
40,905
shares
|
$1.15 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Feb 04, 2025 Q4 2024 |
40,595
shares
|
$1.14 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
|
$871,210
0.0% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
24,562
shares
|
$692,648
0.0% of portfolio
|
Q4 2024
Reduced 44.41%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
19,504
shares
|
$550,012
0.0% of portfolio
|
Q4 2024
Added 48.64%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
17,111
shares
|
$482,530
0.0% of portfolio
|
Q4 2024
Reduced 9.98%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
14,326
shares
|
$403,993
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
11,576
shares
|
$326,443
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
10,649
shares
|
$300,301
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,589
shares
|
$298,609
0.0% of portfolio
|
Q3 2024
Added 1.86%
|