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 475 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 |
|---|---|---|---|---|---|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
498
shares
|
$20,492
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
458
shares
|
$18,846
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
435
shares
|
$17,900
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Wells Financial Advisors Inc
|
Oct 20, 2025 Q3 2025 |
425
shares
|
$17,488
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
412
shares
|
$16,953
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
409
shares
|
$16,830
0.0% of portfolio
|
Q3 2025
Added 167.32%
|
|
|
Collier Financial
Denver, CO |
Nov 05, 2025 Q3 2025 |
360
shares
|
$14,814
0.01% of portfolio
|
Q3 2025
Reduced 47.75%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
330
shares
|
$13,579
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
314
shares
|
$12,921
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
286
shares
|
$11,768
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
284
shares
|
$11,686
0.0% of portfolio
|
Q3 2025
Reduced 93.78%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
277
shares
|
$11,398
0.01% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
264
shares
|
$10,863
0.01% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
253
shares
|
$10,410
0.0% of portfolio
|
Q2 2025
Reduced 86.01%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
213
shares
|
$8,764
0.0% of portfolio
|
Q3 2025
Reduced 40.0%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
203
shares
|
$8,353
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
199
shares
|
$8,188
0.0% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
198
shares
|
$8,147
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
196
shares
|
$8,065
0.0% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
195
shares
|
$8,024
0.0% of portfolio
|
Q3 2025
Reduced 57.42%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
180
shares
|
$7,407
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
176
shares
|
$7,242
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
157
shares
|
$6,460
0.0% of portfolio
|
Q3 2025
Added 390.63%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
143
shares
|
$5,884
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
99
shares
|
$4,073
0.0% of portfolio
|
Q3 2025
Reduced 13.91%
|
|