Institutional Ownership Ishares Currency Hedged Msci E (HEZU)
This table provides information about the institutional ownership of Ishares Currency Hedged Msci E (HEZU). We have compiled data on the 83 institutions that hold shares in the stock, with a total of 5.65 Million shares, which have been reported (via 13F filing form) to have a value of $225 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Westfuller Advisors, LLC
New York, NY |
Feb 20, 2025 Q4 2024 |
7,401
shares
|
$294,707
0.17% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Feb 11, 2025 Q4 2024 |
7,196
shares
|
$286,544
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
One Advisory Partners, LLC
|
Jan 21, 2025 Q4 2024 |
6,429
shares
|
$256,002
0.1% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Feb 14, 2025 Q4 2024 |
6,277
shares
|
$249,950
0.05% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 17, 2025 Q4 2024 |
5,914
shares
|
$235,495
0.16% of portfolio
|
Q4 2024
Reduced 14.18%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
3,727
shares
|
$148,409
0.0% of portfolio
|
Q2 2024
Reduced 22.79%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
1,791
shares
|
$71,317
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,615
shares
|
$64,309
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,287
shares
|
$51,248
0.0% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
1,130
shares
|
$44,996
0.0% of portfolio
|
Q1 2019
Reduced 93.87%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
1,005
shares
|
$40,019
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
938
shares
|
$37,351
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
784
shares
|
$31,218
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
700
shares
|
$27,874
0.01% of portfolio
|
Q2 2022
Reduced 85.11%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
542
shares
|
$21,582
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
526
shares
|
$20,945
0.04% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
430
shares
|
$17,122
0.0% of portfolio
|
Q2 2024
Reduced 45.57%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
428
shares
|
$17,042
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
377
shares
|
$15,012
0.0% of portfolio
|
Q3 2024
Reduced 60.52%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
354
shares
|
$14,096
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
284
shares
|
$11,308
0.0% of portfolio
|
Q4 2024
Added 5580.0%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
226
shares
|
$8,999
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
176
shares
|
$7,008
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
165
shares
|
$6,570
0.0% of portfolio
|
Q3 2018
Added 17.32%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
106
shares
|
$4,220
0.0% of portfolio
|
Q4 2024
Reduced 1.85%
|