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 |
---|---|---|---|---|---|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
25,141
shares
|
$924,685
0.65% of portfolio
|
Q2 2022
New holding
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Feb 11, 2025 Q4 2024 |
24,812
shares
|
$912,585
0.31% of portfolio
|
Q1 2023
New holding
|
|
Detalus Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
24,447
shares
|
$899,160
0.29% of portfolio
|
Q4 2024
Added 27.37%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
24,336
shares
|
$895,078
0.02% of portfolio
|
Q4 2024
Added 1.9%
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jan 21, 2025 Q4 2024 |
24,083
shares
|
$885,772
0.43% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
23,753
shares
|
$873,635
0.31% of portfolio
|
Q4 2024
Added 7076.13%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
23,520
shares
|
$865,065
0.04% of portfolio
|
Q4 2024
Added 5.76%
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
22,875
shares
|
$841,342
0.0% of portfolio
|
Q4 2024
Added 94.71%
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
22,463
shares
|
$826,189
0.01% of portfolio
|
Q4 2024
Added 2.52%
|
|
Absolute Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
22,192
shares
|
$816,221
0.44% of portfolio
|
Q4 2024
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
22,110
shares
|
$813,205
0.02% of portfolio
|
Q4 2024
Added 5.95%
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
22,056
shares
|
$811,219
0.02% of portfolio
|
Q2 2022
New holding
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
21,166
shares
|
$778,485
0.01% of portfolio
|
Q2 2024
Added 3.86%
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
20,644
shares
|
$759,286
0.1% of portfolio
|
Q4 2024
New holding
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
20,573
shares
|
$756,674
0.01% of portfolio
|
Q4 2024
Added 151.26%
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
20,101
shares
|
$739,314
0.01% of portfolio
|
Q4 2024
Reduced 19.25%
|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
19,608
shares
|
$721,182
0.08% of portfolio
|
Q4 2024
Added 0.37%
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
19,512
shares
|
$717,651
0.01% of portfolio
|
Q4 2024
Added 21.12%
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 24, 2025 Q4 2024 |
19,487
shares
|
$716,731
0.19% of portfolio
|
Q4 2024
New holding
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
19,465
shares
|
$715,922
0.6% of portfolio
|
Q4 2024
Added 128.84%
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
19,205
shares
|
$706,359
0.0% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
18,898
shares
|
$695,068
0.02% of portfolio
|
Q4 2024
Added 4.46%
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
18,192
shares
|
$669,101
0.04% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
18,145
shares
|
$667,373
0.5% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
18,054
shares
|
$664,026
0.03% of portfolio
|
Q4 2024
Added 2.5%
|