Institutional Ownership Ishares Currency Hedged Msci E (HEZU)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEZU). We have compiled data on the 83 institutions that hold shares in the stock, with a total of 5.65 Million shares, which have been reported (via 13F filing form) to have a value of $224 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,173,103
shares
|
$46.6 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.32%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
381,653
shares
|
$15.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
336,267
shares
|
$13.4 Million
0.01% of portfolio
|
Q4 2024
Added 18.29%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
299,935
shares
|
$11.9 Million
0.24% of portfolio
|
Q3 2022
Reduced 1.55%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
285,843
shares
|
$11.4 Million
0.01% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
266,656
shares
|
$10.6 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Connecticut Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
221,922
shares
|
$8.82 Million
0.38% of portfolio
|
Q4 2024
Reduced 31.95%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
220,797
shares
|
$8.77 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
204,191
shares
|
$8.11 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
184,887
shares
|
$7.35 Million
0.24% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
171,812
shares
|
$6.83 Million
0.0% of portfolio
|
Q4 2024
Added 49.89%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Feb 14, 2025 Q4 2024 |
159,062
shares
|
$6.32 Million
0.06% of portfolio
|
Q4 2024
Added 161.49%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
141,577
shares
|
$5.63 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Madison Asset Management, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
141,577
shares
|
$5.63 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
123,077
shares
|
$4.89 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
122,964
shares
|
$4.89 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
120,820
shares
|
$4.8 Million
1.77% of portfolio
|
Q4 2022
Reduced 45.06%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
120,369
shares
|
$4.78 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.33%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
96,615
shares
|
$3.84 Million
0.6% of portfolio
|
Q4 2024
Reduced 53.02%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
82,476
shares
|
$3.28 Million
0.0% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
72,452
shares
|
$2.88 Million
0.01% of portfolio
|
Q4 2024
Added 5.38%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
62,196
shares
|
$2.47 Million
0.09% of portfolio
|
Q4 2024
Added 74.84%
|
|
|
3 Edge Asset Management, LP
|
Jan 31, 2025 Q4 2024 |
51,255
shares
|
$2.04 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
49,336
shares
|
$1.96 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.42%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
41,204
shares
|
$1.64 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.07%
|