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 |
|---|---|---|---|---|---|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
435
shares
|
$15,999
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Wells Financial Advisors Inc
|
Feb 11, 2025 Q4 2024 |
425
shares
|
$15,631
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
410
shares
|
$15,079
0.0% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
373
shares
|
$13,718
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
338
shares
|
$12,431
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
306
shares
|
$11,254
0.0% of portfolio
|
Q4 2024
Reduced 12.32%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
300
shares
|
$11,034
0.0% of portfolio
|
Q2 2024
Added 50.0%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
258
shares
|
$9,489
0.0% of portfolio
|
Q4 2024
Reduced 97.86%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
224
shares
|
$8,238
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
203
shares
|
$7,466
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
198
shares
|
$7,282
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
192
shares
|
$7,061
0.0% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
178
shares
|
$6,546
0.0% of portfolio
|
Q4 2024
Reduced 44.72%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
178
shares
|
$6,546
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
176
shares
|
$6,473
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
170
shares
|
$6,252
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
155
shares
|
$5,700
0.0% of portfolio
|
Q4 2024
Added 74.16%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
143
shares
|
$5,259
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
122
shares
|
$4,487
0.0% of portfolio
|
Q4 2024
Reduced 39.0%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Feb 11, 2025 Q4 2024 |
114
shares
|
$4,192
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
97
shares
|
$3,567
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
92
shares
|
$3,383
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
84
shares
|
$3,089
0.0% of portfolio
|
Q4 2024
Reduced 94.39%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
83
shares
|
$3,052
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
83
shares
|
$3,052
0.0% of portfolio
|
Q3 2024
Reduced 96.78%
|