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 |
|---|---|---|---|---|---|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
82,708
shares
|
$3.04 Million
0.07% of portfolio
|
Q4 2024
Added 18.63%
|
|
|
Verity Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
81,445
shares
|
$3 Million
2.05% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
81,012
shares
|
$2.98 Million
0.06% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
79,530
shares
|
$2.93 Million
0.35% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
79,136
shares
|
$2.91 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
77,861
shares
|
$2.86 Million
0.16% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Financial Advisors, LLC
Andover, MA |
Jan 15, 2025 Q4 2024 |
74,218
shares
|
$2.73 Million
0.5% of portfolio
|
Q4 2024
Reduced 4.11%
|
|
|
Roof Eidam & Maycock
|
Feb 13, 2025 Q4 2024 |
69,250
shares
|
$2.55 Million
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
67,923
shares
|
$2.5 Million
1.11% of portfolio
|
Q4 2024
Added 22.89%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
67,651
shares
|
$2.49 Million
0.06% of portfolio
|
Q3 2022
Reduced 71.73%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
67,275
shares
|
$2.47 Million
0.0% of portfolio
|
Q4 2024
Added 272.32%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
65,861
shares
|
$2.42 Million
0.0% of portfolio
|
Q4 2024
Added 21.83%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
65,532
shares
|
$2.41 Million
0.11% of portfolio
|
Q4 2024
Added 10.85%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
65,423
shares
|
$2.41 Million
0.41% of portfolio
|
Q4 2022
Added 23.2%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
65,035
shares
|
$2.39 Million
0.06% of portfolio
|
Q4 2024
Added 11.14%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
64,736
shares
|
$2.38 Million
0.16% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
63,532
shares
|
$2.34 Million
0.02% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
61,126
shares
|
$2.25 Million
0.15% of portfolio
|
Q4 2024
Added 18.6%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
60,844
shares
|
$2.24 Million
0.72% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
59,245
shares
|
$2.18 Million
0.0% of portfolio
|
Q4 2024
Added 513.3%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
56,799
shares
|
$2.09 Million
0.02% of portfolio
|
Q4 2024
Reduced 12.73%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
56,359
shares
|
$2.07 Million
0.05% of portfolio
|
Q4 2024
Reduced 8.2%
|
|
|
Wealthgate Family Office, LLC
|
Nov 08, 2024 Q3 2024 |
56,290
shares
|
$2.07 Million
5.55% of portfolio
|
Q3 2021
Added 1.4%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
54,475
shares
|
$2 Million
0.01% of portfolio
|
Q4 2024
Reduced 95.65%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
54,377
shares
|
$2 Million
0.03% of portfolio
|
Q4 2024
Added 3.19%
|