Institutional Ownership Ishares Currency Hedged Msci E (HEFA)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEFA). We have compiled data on the 474 institutions that hold shares in the stock, with a total of 147 Million shares, which have been reported (via 13F filing form) to have a value of $6.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 13, 2025 Q3 2025 |
14,419
shares
|
$593,341
0.39% of portfolio
|
Q3 2025
Added 5.17%
|
|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
14,150
shares
|
$582,272
0.25% of portfolio
|
Q3 2025
Added 4.8%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
13,827
shares
|
$568,981
0.0% of portfolio
|
Q3 2025
Added 20.82%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
13,805
shares
|
$568,075
0.04% of portfolio
|
Q3 2025
Added 7.26%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
13,524
shares
|
$556,512
0.11% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
First American Trust, Fsb
|
Nov 10, 2025 Q3 2025 |
13,351
shares
|
$549,393
0.04% of portfolio
|
Q2 2025
Reduced 13.23%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 10, 2025 Q3 2025 |
13,093
shares
|
$538,776
0.39% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
12,640
shares
|
$520,136
0.01% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
12,572
shares
|
$517,337
0.1% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Nov 07, 2025 Q3 2025 |
12,276
shares
|
$505,157
0.31% of portfolio
|
Q3 2025
Added 24.23%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
12,213
shares
|
$502,564
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
12,188
shares
|
$501,536
0.05% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Redwood Financial Network Corp
|
Nov 12, 2025 Q3 2025 |
12,087
shares
|
$497,380
0.31% of portfolio
|
Q3 2025
Added 21.44%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
12,000
shares
|
$493,800
0.02% of portfolio
|
Q3 2025
Added 15.31%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Oct 29, 2025 Q3 2025 |
11,970
shares
|
$492,565
0.16% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 29, 2025 Q3 2025 |
11,937
shares
|
$491,207
0.34% of portfolio
|
Q3 2025
Reduced 9.35%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
11,847
shares
|
$487,504
0.0% of portfolio
|
Q3 2025
Reduced 45.59%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
11,812
shares
|
$486,063
0.02% of portfolio
|
Q3 2025
Reduced 60.53%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
11,762
shares
|
$484,006
0.02% of portfolio
|
Q2 2023
Reduced 11.04%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
11,725
shares
|
$482,483
0.06% of portfolio
|
Q3 2025
Reduced 5.15%
|
|
|
Allie Family Office LLC
|
Nov 14, 2025 Q3 2025 |
11,633
shares
|
$478,697
0.2% of portfolio
|
Q3 2025
Added 52.92%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
11,582
shares
|
$476,599
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
11,533
shares
|
$474,582
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
11,471
shares
|
$472,031
0.02% of portfolio
|
Q3 2025
Reduced 58.63%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
11,047
shares
|
$454,584
0.01% of portfolio
|
Q3 2025
Reduced 5.87%
|
|