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 410 institutions that hold shares in the stock, with a total of 137 Million shares, which have been reported (via 13F filing form) to have a value of $4.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
287,752
shares
|
$10 Million
0.13% of portfolio
|
Q3 2024
Reduced 50.79%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
282,885
shares
|
$9.84 Million
0.18% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
282,809
shares
|
$9.84 Million
1.09% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
274,426
shares
|
$9.54 Million
0.49% of portfolio
|
Q3 2024
Added 57.16%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
271,460
shares
|
$9.44 Million
0.05% of portfolio
|
Q2 2023
Reduced 18.7%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
271,460
shares
|
$9.44 Million
0.04% of portfolio
|
Q1 2024
Reduced 1.61%
|
|
|
Seaview Investment Managers LLC
|
Nov 13, 2024 Q3 2024 |
258,112
shares
|
$8.98 Million
2.78% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
241,518
shares
|
$8.4 Million
0.4% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
222,057
shares
|
$7.72 Million
0.05% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
219,057
shares
|
$7.62 Million
0.05% of portfolio
|
Q3 2024
Reduced 6.8%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
216,682
shares
|
$7.54 Million
0.03% of portfolio
|
Q3 2024
Reduced 90.06%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
205,654
shares
|
$7.15 Million
0.52% of portfolio
|
Q3 2024
Reduced 53.59%
|
|
|
Cypress Capital, LLC
|
Nov 12, 2024 Q3 2024 |
200,021
shares
|
$6.96 Million
1.83% of portfolio
|
Q1 2023
Reduced 98.6%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
192,474
shares
|
$6.69 Million
0.18% of portfolio
|
Q3 2024
Added 22.06%
|
|
|
Nepc LLC
Boston, MA |
Nov 18, 2024 Q3 2024 |
191,997
shares
|
$6.68 Million
0.21% of portfolio
|
Q2 2024
Reduced 3.38%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
190,172
shares
|
$6.61 Million
0.45% of portfolio
|
Q3 2024
Reduced 23.93%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
187,779
shares
|
$6.53 Million
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Demars Financial Group, LLC
|
Nov 01, 2024 Q3 2024 |
178,277
shares
|
$6.2 Million
2.95% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
170,437
shares
|
$5.93 Million
0.0% of portfolio
|
Q3 2024
Added 6.13%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
165,207
shares
|
$5.75 Million
0.18% of portfolio
|
Q3 2024
Added 9.38%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
162,597
shares
|
$5.66 Million
0.01% of portfolio
|
Q3 2024
Reduced 60.59%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
161,587
shares
|
$5.62 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.78%
|
|
|
Mcmorgan & CO LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
159,676
shares
|
$5.55 Million
0.9% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 08, 2024 Q3 2024 |
159,208
shares
|
$5.54 Million
2.86% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Hall Kathryn A.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
157,696
shares
|
$5.48 Million
1.24% of portfolio
|
Q3 2024
Reduced 48.21%
|