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 |
|---|---|---|---|---|---|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jan 22, 2025 Q4 2024 |
335,224
shares
|
$12.3 Million
10.67% of portfolio
|
Q4 2024
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
329,447
shares
|
$12.1 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
317,564
shares
|
$11.7 Million
0.53% of portfolio
|
Q4 2024
Added 15.72%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
311,605
shares
|
$11.5 Million
0.39% of portfolio
|
Q4 2024
Reduced 5.92%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
308,303
shares
|
$11.3 Million
0.59% of portfolio
|
Q4 2024
Reduced 50.35%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
305,939
shares
|
$11.3 Million
1.83% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
293,416
shares
|
$10.8 Million
0.13% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
279,972
shares
|
$10.3 Million
0.12% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
275,324
shares
|
$10.1 Million
0.04% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
271,460
shares
|
$9.98 Million
0.05% of portfolio
|
Q2 2023
Reduced 18.7%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
245,280
shares
|
$9.02 Million
0.4% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Demars Financial Group, LLC
|
Feb 13, 2025 Q4 2024 |
234,736
shares
|
$8.63 Million
0.22% of portfolio
|
Q4 2024
Added 31.67%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
225,220
shares
|
$8.28 Million
1.73% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
220,119
shares
|
$8.1 Million
0.03% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
210,632
shares
|
$7.75 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Nepc LLC
Boston, MA |
Feb 18, 2025 Q4 2024 |
200,973
shares
|
$7.39 Million
0.19% of portfolio
|
Q4 2024
Added 4.68%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
192,474
shares
|
$7.08 Million
0.18% of portfolio
|
Q3 2024
Added 22.06%
|
|
|
Cypress Capital, LLC
|
Feb 03, 2025 Q4 2024 |
189,939
shares
|
$6.99 Million
1.89% of portfolio
|
Q4 2024
Reduced 5.04%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
177,006
shares
|
$6.51 Million
0.63% of portfolio
|
Q3 2024
Reduced 7.69%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
174,176
shares
|
$6.41 Million
2.86% of portfolio
|
Q4 2024
Added 30.86%
|
|
|
Seaview Investment Managers LLC
|
Feb 13, 2025 Q4 2024 |
173,813
shares
|
$6.39 Million
1.69% of portfolio
|
Q4 2024
Reduced 32.66%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
171,813
shares
|
$6.32 Million
0.39% of portfolio
|
Q4 2024
Reduced 9.65%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
168,971
shares
|
$6.21 Million
0.17% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
167,817
shares
|
$6.17 Million
0.01% of portfolio
|
Q4 2024
Added 8.4%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
167,257
shares
|
$6.15 Million
0.06% of portfolio
|
Q4 2024
Added 8.76%
|