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 448 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 $5.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
17,747
shares
|
$652,734
0.01% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
16,745
shares
|
$615,881
0.17% of portfolio
|
Q4 2024
Reduced 15.27%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
16,734
shares
|
$615,476
0.23% of portfolio
|
Q3 2024
Added 11.33%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
16,541
shares
|
$608,377
0.21% of portfolio
|
Q4 2024
Added 9.51%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
16,170
shares
|
$594,732
0.02% of portfolio
|
Q4 2024
Added 29.27%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
16,154
shares
|
$594,144
0.18% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
16,014
shares
|
$588,994
0.05% of portfolio
|
Q4 2024
Added 13.8%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
15,951
shares
|
$586,677
0.01% of portfolio
|
Q4 2024
Reduced 25.83%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Jan 23, 2025 Q4 2024 |
15,842
shares
|
$582,668
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
First American Trust, Fsb
|
Feb 11, 2025 Q4 2024 |
15,778
shares
|
$580,314
0.06% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
15,362
shares
|
$565,014
0.0% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
15,260
shares
|
$561,262
0.0% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Acorn Financial Advisory Services Inc
|
Feb 14, 2025 Q4 2024 |
15,116
shares
|
$555,966
0.1% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Feb 14, 2025 Q4 2024 |
15,025
shares
|
$552,619
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Headinvest, LLC
Portland, ME |
Feb 18, 2025 Q4 2024 |
14,580
shares
|
$536,252
0.1% of portfolio
|
Q1 2024
Reduced 7.6%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
14,493
shares
|
$533,052
0.01% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
14,444
shares
|
$531,250
0.01% of portfolio
|
Q4 2024
Added 5.5%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
14,354
shares
|
$527,940
0.1% of portfolio
|
Q4 2024
Reduced 59.87%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
13,653
shares
|
$502,157
0.2% of portfolio
|
Q4 2024
Added 30.35%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Feb 04, 2025 Q4 2024 |
13,653
shares
|
$502,157
0.42% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
13,599
shares
|
$500,171
0.0% of portfolio
|
Q4 2024
Added 375.82%
|
|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
13,333
shares
|
$490,387
0.25% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
12,945
shares
|
$476,117
0.03% of portfolio
|
Q4 2024
Reduced 16.34%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Feb 10, 2025 Q4 2024 |
12,877
shares
|
$473,616
0.9% of portfolio
|
Q4 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
12,817
shares
|
$471,409
0.1% of portfolio
|
Q3 2024
Reduced 18.96%
|