Institutional Ownership Ishares Currency Hedged Msci E (HEEM)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEEM). We have compiled data on the 48 institutions that hold shares in the stock, with a total of 3.85 Million shares, which have been reported (via 13F filing form) to have a value of $108 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
10,477
shares
|
$294,718
0.0% of portfolio
|
Q3 2023
Added 0.04%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
10,115
shares
|
$284,534
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
10,066
shares
|
$283,156
0.03% of portfolio
|
Q4 2024
Reduced 12.0%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
9,775
shares
|
$274,970
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
9,359
shares
|
$263,268
0.0% of portfolio
|
Q4 2024
Added 150.64%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
8,914
shares
|
$250,750
0.0% of portfolio
|
Q2 2024
Added 11.43%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
3,424
shares
|
$96,317
0.02% of portfolio
|
Q4 2024
Reduced 6.91%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
3,395
shares
|
$95,501
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
3,000
shares
|
$84,390
0.0% of portfolio
|
Q3 2024
Reduced 14.06%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
1,874
shares
|
$52,715
0.0% of portfolio
|
Q4 2023
Reduced 1.06%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,633
shares
|
$45,936
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,106
shares
|
$31,111
0.0% of portfolio
|
Q4 2024
Reduced 9.27%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
460
shares
|
$12,939
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
403
shares
|
$11,336
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
246
shares
|
$6,919
0.0% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
109
shares
|
$3,066
0.0% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
38
shares
|
$1,068
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
24
shares
|
$675
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
18
shares
|
$506
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Macquarie Group LTD
Australia, C3 |
Feb 14, 2025 Q4 2024 |
14
shares
|
$393
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
13
shares
|
$365
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
10
shares
|
$281
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|