Institutional Ownership Ishares Tr Currency Hedged Msc (HAWX)
This table provides information about the institutional ownership of Ishares Tr Currency Hedged Msc (HAWX). We have compiled data on the 42 institutions that hold shares in the stock, with a total of 4.89 Million shares, which have been reported (via 13F filing form) to have a value of $158 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Advisors, LLC
Andover, MA |
Oct 16, 2024 Q3 2024 |
1,746,661
shares
|
$56.7 Million
10.99% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
570,763
shares
|
$18.5 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
451,971
shares
|
$14.7 Million
0.08% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Nov 05, 2024 Q3 2024 |
385,578
shares
|
$12.5 Million
0.22% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Wolf Group Capital Advisors
|
Oct 31, 2024 Q3 2024 |
351,099
shares
|
$11.4 Million
4.95% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
320,293
shares
|
$10.4 Million
0.0% of portfolio
|
Q3 2024
Added 6.57%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
303,033
shares
|
$9.83 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
174,456
shares
|
$5.66 Million
0.01% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Advisory Resource Group
|
Nov 20, 2024 Q3 2024 |
150,472
shares
|
$4.88 Million
1.2% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
85,716
shares
|
$2.78 Million
0.1% of portfolio
|
Q3 2022
Reduced 1.3%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
63,695
shares
|
$2.07 Million
0.09% of portfolio
|
Q3 2024
Added 84.83%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
33,703
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2024
Added 109.06%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
27,750
shares
|
$900,487
0.0% of portfolio
|
Q3 2024
Reduced 33.02%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
27,723
shares
|
$899,611
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
23,643
shares
|
$767,215
0.01% of portfolio
|
Q3 2024
Reduced 95.25%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
22,528
shares
|
$731,033
0.0% of portfolio
|
Q3 2024
Added 16.42%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
18,467
shares
|
$599,254
0.0% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
15,833
shares
|
$513,780
0.0% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
14,476
shares
|
$469,746
0.01% of portfolio
|
Q1 2023
Reduced 4.01%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,909
shares
|
$451,347
0.0% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
12,094
shares
|
$392,450
0.01% of portfolio
|
Q2 2024
Reduced 1.55%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
10,915
shares
|
$354,191
0.0% of portfolio
|
Q3 2024
Reduced 5.49%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
10,434
shares
|
$338,583
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
9,126
shares
|
$296,138
0.0% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 18, 2024 Q3 2024 |
8,458
shares
|
$274,462
0.09% of portfolio
|
Q3 2024
Reduced 0.35%
|