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 |
---|---|---|---|---|---|
Mcmorgan & CO LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
163,435
shares
|
$6.01 Million
0.9% of portfolio
|
Q4 2024
Added 2.35%
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
160,619
shares
|
$5.91 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
Cyr Financial Inc.
Hennepin, IL |
Jan 23, 2025 Q4 2024 |
157,003
shares
|
$5.77 Million
4.98% of portfolio
|
Q4 2024
New holding
|
|
Darrow Company, Inc.
|
Jan 28, 2025 Q4 2024 |
156,147
shares
|
$5.74 Million
3.17% of portfolio
|
Q4 2024
Added 11.78%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
153,556
shares
|
$5.65 Million
0.01% of portfolio
|
Q3 2023
Reduced 14.34%
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
153,256
shares
|
$5.64 Million
1.49% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
150,802
shares
|
$5.55 Million
0.03% of portfolio
|
Q4 2024
Reduced 32.09%
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 13, 2025 Q4 2024 |
149,308
shares
|
$5.49 Million
2.86% of portfolio
|
Q4 2024
Reduced 6.22%
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
149,097
shares
|
$5.48 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
143,993
shares
|
$5.3 Million
0.06% of portfolio
|
Q4 2024
Reduced 7.24%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
141,868
shares
|
$5.22 Million
0.01% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
Ma Private Wealth
|
Jan 24, 2025 Q4 2024 |
137,015
shares
|
$5.04 Million
0.89% of portfolio
|
Q4 2024
Added 5.94%
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
136,474
shares
|
$5.02 Million
0.53% of portfolio
|
Q4 2024
Added 609.47%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
136,170
shares
|
$5.01 Million
0.14% of portfolio
|
Q4 2024
Reduced 10.3%
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
132,976
shares
|
$4.89 Million
0.14% of portfolio
|
Q4 2024
Added 2.04%
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
125,886
shares
|
$4.63 Million
0.4% of portfolio
|
Q4 2024
Added 0.69%
|
|
Foresight Capital Management Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
123,888
shares
|
$4.56 Million
2.56% of portfolio
|
Q4 2024
Reduced 20.92%
|
|
Wt Wealth Management
|
Feb 04, 2025 Q4 2024 |
123,629
shares
|
$4.55 Million
1.39% of portfolio
|
Q4 2024
Added 1.58%
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
123,413
shares
|
$4.54 Million
0.0% of portfolio
|
Q4 2024
Reduced 24.1%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
122,719
shares
|
$4.51 Million
0.03% of portfolio
|
Q4 2024
Added 8.08%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
121,649
shares
|
$4.47 Million
0.0% of portfolio
|
Q4 2024
Added 387.16%
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
119,853
shares
|
$4.41 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
118,270
shares
|
$4.35 Million
0.47% of portfolio
|
Q4 2024
Added 3.14%
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
115,643
shares
|
$4.25 Million
0.0% of portfolio
|
Q4 2024
Reduced 32.15%
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
115,192
shares
|
$4.24 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.8%
|