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 |
|---|---|---|---|---|---|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
8,271
shares
|
$304,207
0.03% of portfolio
|
Q2 2023
Reduced 8.42%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
8,271
shares
|
$304,207
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
8,247
shares
|
$303,324
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
8,103
shares
|
$298,028
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Redwood Financial Network Corp
|
Feb 13, 2025 Q4 2024 |
8,082
shares
|
$297,255
0.21% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
7,662
shares
|
$281,808
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Allie Family Office LLC
|
Feb 12, 2025 Q4 2024 |
7,607
shares
|
$279,785
0.15% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
7,572
shares
|
$278,498
0.0% of portfolio
|
Q4 2024
Reduced 27.89%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
7,564
shares
|
$278,203
0.41% of portfolio
|
Q2 2022
Reduced 15.69%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
7,558
shares
|
$277,983
0.02% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
7,552
shares
|
$277,762
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
7,539
shares
|
$277,284
0.07% of portfolio
|
Q4 2024
Reduced 16.11%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
7,480
shares
|
$275,114
0.0% of portfolio
|
Q3 2024
Reduced 7.96%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
7,452
shares
|
$274,084
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
7,400
shares
|
$272,172
0.14% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
7,392
shares
|
$271,877
0.0% of portfolio
|
Q4 2024
Reduced 97.62%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
7,278
shares
|
$267,684
0.01% of portfolio
|
Q4 2023
Added 1.25%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
7,183
shares
|
$264,190
0.02% of portfolio
|
Q3 2022
Added 8.57%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Feb 03, 2025 Q4 2024 |
7,021
shares
|
$258,232
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
6,965
shares
|
$256,172
0.01% of portfolio
|
Q3 2024
Reduced 91.09%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
6,900
shares
|
$253,782
0.09% of portfolio
|
Q1 2024
Reduced 1.43%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
6,887
shares
|
$253,303
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
6,848
shares
|
$251,869
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
6,738
shares
|
$247,823
0.01% of portfolio
|
Q4 2024
Reduced 53.32%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
6,655
shares
|
$244,770
0.01% of portfolio
|
Q3 2024
Reduced 52.3%
|