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 452 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 $5.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Life Advisors
|
Jan 28, 2025 Q4 2024 |
53,721
shares
|
$1.96 Million
0.71% of portfolio
|
Q4 2024
Added 12.46%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
52,965
shares
|
$1.94 Million
0.11% of portfolio
|
Q4 2024
Added 21.96%
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
52,800
shares
|
$1.93 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
51,508
shares
|
$1.88 Million
0.11% of portfolio
|
Q4 2024
Added 44.01%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
50,650
shares
|
$1.85 Million
0.64% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
48,054
shares
|
$1.76 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
47,500
shares
|
$1.74 Million
0.23% of portfolio
|
Q3 2019
New holding
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
45,480
shares
|
$1.66 Million
0.56% of portfolio
|
Q4 2023
Added 0.85%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Feb 14, 2025 Q4 2024 |
45,448
shares
|
$1.66 Million
1.36% of portfolio
|
Q4 2024
New holding
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Feb 10, 2025 Q4 2024 |
44,800
shares
|
$1.64 Million
0.05% of portfolio
|
Q4 2024
Reduced 18.51%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
44,599
shares
|
$1.63 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Feb 19, 2025 Q4 2024 |
41,781
shares
|
$1.53 Million
1.6% of portfolio
|
Q4 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
41,713
shares
|
$1.53 Million
0.85% of portfolio
|
Q3 2024
Reduced 13.99%
|
|
|
Firestone Capital Management
|
Feb 14, 2025 Q4 2024 |
39,057
shares
|
$1.43 Million
0.35% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
37,692
shares
|
$1.38 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
37,644
shares
|
$1.38 Million
0.05% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
37,588
shares
|
$1.37 Million
0.06% of portfolio
|
Q4 2024
Reduced 7.38%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
36,511
shares
|
$1.34 Million
0.7% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
35,860
shares
|
$1.31 Million
0.1% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
34,730
shares
|
$1.27 Million
0.01% of portfolio
|
Q4 2024
Added 452.59%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
34,627
shares
|
$1.27 Million
0.04% of portfolio
|
Q4 2024
Reduced 19.67%
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
34,425
shares
|
$1.26 Million
0.15% of portfolio
|
Q4 2024
Added 12.66%
|
|
|
Trinity Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
33,931
shares
|
$1.24 Million
0.53% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
33,910
shares
|
$1.24 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
33,447
shares
|
$1.22 Million
0.35% of portfolio
|
Q4 2024
Added 22.49%
|