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 97 institutions that hold shares in the stock, with a total of 13.6 Million shares, which have been reported (via 13F filing form) to have a value of $529 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
11,639
shares
|
$453,339
0.03% of portfolio
|
Q4 2024
Reduced 24.54%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
10,613
shares
|
$413,376
0.0% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
9,792
shares
|
$381,398
0.0% of portfolio
|
Q1 2025
Added 13.86%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
8,175
shares
|
$318,416
0.04% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
8,169
shares
|
$318,182
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
May 05, 2025 Q1 2025 |
7,856
shares
|
$305,991
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
7,704
shares
|
$300,070
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
7,682
shares
|
$299,213
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
May 07, 2025 Q1 2025 |
7,650
shares
|
$297,967
0.0% of portfolio
|
Q4 2024
Reduced 28.17%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Apr 24, 2025 Q1 2025 |
7,401
shares
|
$288,268
0.19% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
7,196
shares
|
$280,284
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
7,059
shares
|
$274,948
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Feb 14, 2025 Q4 2024 |
6,277
shares
|
$244,489
0.05% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
One Advisory Partners, LLC
|
Apr 14, 2025 Q1 2025 |
5,684
shares
|
$221,391
0.1% of portfolio
|
Q1 2025
Reduced 11.59%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
5,578
shares
|
$217,263
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
May 09, 2025 Q1 2025 |
5,566
shares
|
$216,795
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
5,455
shares
|
$212,472
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
3,727
shares
|
$145,166
0.0% of portfolio
|
Q2 2024
Reduced 22.79%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
3,254
shares
|
$126,743
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
1,791
shares
|
$69,759
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,287
shares
|
$50,128
0.0% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
1,130
shares
|
$44,013
0.0% of portfolio
|
Q1 2019
Reduced 93.87%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
1,005
shares
|
$39,144
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
938
shares
|
$36,535
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
700
shares
|
$27,265
0.01% of portfolio
|
Q2 2022
Reduced 85.11%
|