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 |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
1,547
shares
|
$56,898
0.0% of portfolio
|
Q4 2024
Reduced 29.13%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
1,500
shares
|
$55,170
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
1,390
shares
|
$51,124
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
1,272
shares
|
$46,784
0.01% of portfolio
|
Q1 2024
Added 45.21%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,254
shares
|
$46,122
0.0% of portfolio
|
Q4 2024
Reduced 33.19%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
1,240
shares
|
$45,607
0.0% of portfolio
|
Q1 2024
Reduced 17.0%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
1,220
shares
|
$44,871
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,184
shares
|
$43,547
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
1,023
shares
|
$37,625
0.0% of portfolio
|
Q4 2024
Reduced 85.03%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
922
shares
|
$33,911
0.0% of portfolio
|
Q4 2024
Reduced 11.52%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
854
shares
|
$31,410
0.01% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
851
shares
|
$31,299
0.0% of portfolio
|
Q4 2023
Added 0.71%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
848
shares
|
$31,189
0.0% of portfolio
|
Q2 2022
Reduced 46.26%
|
|
|
Collier Financial
Denver, CO |
Jan 29, 2025 Q4 2024 |
741
shares
|
$27,253
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
728
shares
|
$26,775
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
665
shares
|
$24,458
0.0% of portfolio
|
Q4 2024
Added 10.83%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
626
shares
|
$23,024
0.01% of portfolio
|
Q4 2024
Reduced 44.65%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
621
shares
|
$22,840
0.05% of portfolio
|
Q4 2024
Added 129.15%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
597
shares
|
$21,957
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
584
shares
|
$21,479
0.0% of portfolio
|
Q3 2024
Reduced 57.56%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
559
shares
|
$20,560
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
554
shares
|
$20,376
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
458
shares
|
$16,845
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
441
shares
|
$16,219
0.0% of portfolio
|
Q4 2024
Added 182.69%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
440
shares
|
$16,183
0.01% of portfolio
|
Q4 2024
New holding
|