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 |
|---|---|---|---|---|---|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
10,267
shares
|
$377,620
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
5 T Wealth, LLC
Napa, CA |
Jan 31, 2025 Q4 2024 |
10,164
shares
|
$373,831
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
10,101
shares
|
$371,514
0.01% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
10,054
shares
|
$369,786
0.2% of portfolio
|
Q4 2022
Added 5.02%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
10,037
shares
|
$369,160
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
9,910
shares
|
$364,489
0.02% of portfolio
|
Q4 2024
Added 8.56%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
9,883
shares
|
$363,496
0.13% of portfolio
|
Q4 2024
Added 28.28%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
9,862
shares
|
$362,724
0.11% of portfolio
|
Q4 2024
Added 10.93%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
9,831
shares
|
$361,584
0.02% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
9,787
shares
|
$359,965
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
9,697
shares
|
$356,655
0.01% of portfolio
|
Q4 2024
Added 54.07%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,681
shares
|
$356,067
0.01% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
9,654
shares
|
$355,074
0.03% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
9,651
shares
|
$354,963
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
9,516
shares
|
$349,998
0.0% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Stone House Investment Management, LLC
|
Feb 13, 2025 Q4 2024 |
9,426
shares
|
$346,688
0.08% of portfolio
|
Q4 2024
Reduced 5.99%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
9,268
shares
|
$340,877
0.0% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Cypress Financial Planning LLC
|
Jan 13, 2025 Q4 2024 |
9,237
shares
|
$339,736
0.12% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Sofi Wealth, LLC
|
Feb 04, 2025 Q4 2024 |
9,217
shares
|
$339,001
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
9,131
shares
|
$335,838
0.02% of portfolio
|
Q2 2020
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
9,026
shares
|
$331,976
0.13% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
9,022
shares
|
$331,829
0.05% of portfolio
|
Q2 2021
New holding
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
8,980
shares
|
$330,284
0.03% of portfolio
|
Q3 2024
Reduced 36.45%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
8,372
shares
|
$307,922
0.01% of portfolio
|
Q4 2024
Reduced 56.27%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Feb 11, 2025 Q4 2024 |
8,342
shares
|
$306,818
0.2% of portfolio
|
Q4 2024
Added 44.13%
|