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 |
|---|---|---|---|---|---|
|
Peninsula Wealth, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
101,711
shares
|
$3.54 Million
0.65% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
101,081
shares
|
$3.52 Million
0.3% of portfolio
|
Q3 2024
Added 16.4%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
99,342
shares
|
$3.46 Million
0.93% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
98,819
shares
|
$3.44 Million
1.53% of portfolio
|
Q3 2024
Added 120.11%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
97,759
shares
|
$3.4 Million
0.62% of portfolio
|
Q4 2023
Reduced 8.51%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
94,295
shares
|
$3.28 Million
0.26% of portfolio
|
Q3 2024
Reduced 14.06%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
92,980
shares
|
$3.23 Million
0.58% of portfolio
|
Q3 2024
Reduced 55.58%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
92,698
shares
|
$3.22 Million
0.04% of portfolio
|
Q3 2024
Reduced 41.06%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
89,974
shares
|
$3.13 Million
0.09% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
89,085
shares
|
$3.1 Million
0.66% of portfolio
|
Q3 2024
Added 44.17%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
88,413
shares
|
$3.08 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
81,926
shares
|
$2.85 Million
0.36% of portfolio
|
Q3 2024
Reduced 36.72%
|
|
|
Verity Wealth Advisors
|
Oct 02, 2024 Q3 2024 |
81,026
shares
|
$2.82 Million
2.02% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2024 Q3 2024 |
80,992
shares
|
$2.82 Million
0.36% of portfolio
|
Q3 2024
Reduced 18.15%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
80,792
shares
|
$2.81 Million
0.17% of portfolio
|
Q3 2024
Reduced 32.19%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 17, 2024 Q3 2024 |
79,132
shares
|
$2.75 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Financial Advisors, LLC
Andover, MA |
Oct 16, 2024 Q3 2024 |
77,401
shares
|
$2.69 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
76,977
shares
|
$2.68 Million
0.06% of portfolio
|
Q3 2024
Reduced 83.84%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
69,722
shares
|
$2.42 Million
0.06% of portfolio
|
Q3 2024
Added 24.14%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
67,651
shares
|
$2.35 Million
0.06% of portfolio
|
Q3 2022
Reduced 71.73%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
66,961
shares
|
$2.33 Million
0.56% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
66,446
shares
|
$2.31 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
65,423
shares
|
$2.28 Million
0.41% of portfolio
|
Q4 2022
Added 23.2%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
65,081
shares
|
$2.26 Million
0.02% of portfolio
|
Q3 2024
Reduced 32.61%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
63,407
shares
|
$2.21 Million
0.04% of portfolio
|
Q3 2024
Added 56.17%
|