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Get Institutions for : 
Ishares Currency Hedged Msci Eafe (HEFA)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 244    13
Total shares held : 
 118,997,417  
% of shares held : 
 15.15%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   17  
Amount of shares held : 
 7,942,545  
% of shares held change : 
   1.01%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
32
 1,811,964
 1.52%
 
Increased Positions :
83
 19,189,143
 16.13%
 
Unchanged Positions :
50
 4,927,471
 4.14%
 
Decreased Positions :
79
-11,822,242
-9.93%
 
Closed Positions :
19
-1,236,320
-1.04%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   GOLDMAN SACHS GROUP INC/ 38 - 2024-03-31 47,613,582 $1,660,762,000 -6,268,529
   ENVESTNET ASSET MANAGEMENT INC 53 - 2024-03-31 27,518,190 $959,834,000 21,434,026
   J P MORGAN CHASE & CO 518 - 2024-03-31 7,935,239 $276,781,000 4,136,859
   LPL FINANCIAL CORP 164 - 2024-03-31 6,011,818 $209,692,000 4,745,617
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 11 - 2024-03-31 5,227,016 $182,318,000 571,813
   COLDSTREAM CAPITAL MANAGEMENT INC 4 - 2024-03-31 4,530,904 $158,038,000 171,371
   MORGAN STANLEY 915 - 2024-03-31 4,464,630 $155,726,000 1,754,095
   Dynasty Wealth Management LLC 9 *New 2024-03-31 4,261,328 $148,635,000 4,261,328
   Quotient Wealth Partners LLC 9 - 2024-03-31 4,179,076 $145,766,000 486,081
   Envestnet Portfolio Solutions Inc. 45 - 2024-03-31 3,226,271 $112,532,000 3,189,222
   BANK OF NEW YORK MELLON CORP 656 - 2024-03-31 2,879,989 $100,454,000 798,809
   BANK OF AMERICA CORP /DE/ 918 - 2024-03-31 2,765,562 $96,463,000 1,667,856
   CWM LLC 40 - 2024-03-31 2,695,287 $94,012,000 2,695,287
   FIRST INTERSTATE BANK 6 - 2024-03-31 2,366,477 $82,543,000 589,164
   PARK AVENUE SECURITIES LLC 15 *New 2024-03-31 2,259,530 $78,812,000 2,259,530
   AMERIPRISE FINANCIAL INC 667 - 2024-03-31 2,034,024 $70,960,000 698,705
   MML INVESTORS SERVICES LLC 78 - 2024-03-31 1,759,822 $61,383,000 1,660,197
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 147 - 2024-03-31 1,753,896 $61,176,000 43,246
   WELLS FARGO & CO/MN 685 - 2024-03-31 1,528,511 $53,314,000 92,801
   TIAA TRUST NATIONAL ASSOCIATION 79 - 2024-03-31 1,493,290 $52,086,000 611,299
   Cetera Investment Advisers 177 - 2024-03-31 1,375,456 $47,976,000 1,362,452
   SageView Advisory Group LLC 9 *New 2024-03-31 2,003,402 $47,441,000 2,003,402
   JANNEY MONTGOMERY SCOTT LLC 150 - 2024-03-31 1,340,721 $46,764,000 1,225,766
   US BANCORP 196 - 2024-03-31 1,319,290 $46,017,000 166,414
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 115 - 2024-03-31 1,195,120 $41,686,000 191,801
   Jordan Park Group LLC 11 - 2024-03-31 1,078,597 $37,621,000 -129,562
   PARTNERS CAPITAL INVESTMENT GROUP LLP 25 - 2024-03-31 1,016,919 $35,470,000 -1,882,737
   Spire Wealth Management 34 - 2024-03-31 153,980 $31,783,000 36,057
   COMMONWEALTH EQUITY SERVICES LLC. 363 - 2024-03-31 883,908 $30,831,000 9,039
   LINCOLN NATIONAL CORP 37 - 2024-03-31 873,843 $30,480,000 68,149
   Resources Investment Advisors Inc. 50 - 2024-03-31 841,310 $29,345,000 833,615
   Schoolcraft Capital LLC 7 - 2024-03-31 773,666 $26,986,000 -5,389
   NORTHERN TRUST CORP 1393 - 2024-03-31 753,862 $26,295,000 111,622
   PFS INVESTMENTS INC. 76 - 2023-06-30 834,154 $25,859,000 21,710
   JB Capital LLC 12 *New 2024-03-31 733,302 $25,578,000 733,302
   Rockefeller Capital Management L.P. 274 - 2024-03-31 706,626 $24,647,000 31,053
   Blankinship & Foster LLC 7 - 2023-12-31 734,325 $23,139,000 -5,470
   AE Wealth Management LLC 102 - 2024-03-31 624,246 $21,774,000 73,491
   Prime Capital Investment Advisors LLC 72 - 2024-03-31 594,454 $20,735,000 -119,429
   Csenge Advisory Group 17 - 2024-03-31 590,634 $20,601,000 46,560
   PNC FINANCIAL SERVICES GROUP INC 388 - 2024-03-31 580,634 $20,253,000 127,288
   UBS Group AG 1190 - 2024-03-31 577,902 $20,157,000 144,467
   FINANCIAL NETWORK 234 - 2024-03-31 555,509 $19,376,000 286,732
   ADAMSBROWN WEALTH CONSULTANTS LLC 4 - 2024-03-31 551,889 $19,250,000 -258,336
   Crumly & Associates Inc. 3 - 2024-03-31 532,745 $18,582,000 135,408
   OPPENHEIMER ASSET MANAGEMENT INC 80 - 2024-03-31 529,783 $18,479,000 -52,174
   Advisor Group Holdings Inc. 456 - 2024-03-31 498,372 $17,385,000 103,714
   STIFEL FINANCIAL CORP 611 - 2024-03-31 493,493 $17,213,000 384,989
   Verde Capital Management 6 - 2024-03-31 485,418 $16,931,000 38,764
   H D Vest Advisory Services 111 - 2024-03-31 469,371 $16,372,000 138,041
   Foundations Investment Advisors LLC 60 - 2024-03-31 463,152 $16,155,000 456,483
   REGAL INVESTMENT ADVISORS, LLC 14 - 2024-03-31 449,766 $15,688,000 109,522
   RAYMOND JAMES & ASSOCIATES 916 - 2024-03-31 436,007 $15,208,000 60,968
   Goss Wealth Management LLC 160 - 2024-03-31 423,528 $14,773,000 416,467
   TIAA FSB 136 - 2023-06-30 464,416 $14,397,000 29,927
   Farther Finance Advisors LLC 17 - 2024-03-31 367,109 $12,792,000 -15,425
   ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 21 *New 2024-03-31 365,530 $12,750,000 365,530
   Atria Wealth Solutions Inc. 151 - 2024-03-31 364,114 $12,700,000 253,940
   ATRIA INVESTMENTS LLC 144 - 2024-03-31 339,631 $11,846,000 286,413
   HALL KATHRYN A. 6 - 2024-03-31 304,506 $10,621,000 61,755
   ROYAL BANK OF CANADA 1454 - 2024-03-31 302,122 $10,539,000 12,195
   WESCAP Management Group Inc. 10 - 2024-03-31 299,835 $10,458,000 798
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 784 - 2024-03-31 295,417 $10,304,000 6,687
   Valeo Financial Advisors LLC 34 - 2024-03-31 297,974 $10,265,000 -1,875
   Austin Private Wealth LLC 22 *New 2024-03-31 293,023 $10,147,000 293,023
   EXCHANGE CAPITAL MANAGEMENT INC 13 - 2024-03-31 290,838 $10,144,000 14,175
   Pathstone Holdings LLC 312 - 2024-03-31 271,460 $9,469,000 -4,448
   MULTIFINANCIAL SECURITIES CORP 273 - 2024-03-31 264,995 $9,243,000 240,900
   Streettalk Advisors LLC 41 - 2024-03-31 246,084 $8,583,000 30,102
   Strategic Blueprint LLC 40 - 2024-03-31 236,473 $8,248,000 81,337
   Change Path LLC 65 *New 2024-03-31 235,010 $8,197,000 235,010
   PATHSTONE FAMILY OFFICE, LLC 196 - 2023-09-30 271,460 $8,171,000 50,750
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 147 - 2024-03-31 232,717 $8,109,000 82,637
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 541 - 2024-03-31 223,069 $7,781,000 10,252
   Cypress Capital LLC 11 - 2023-12-31 232,272 $7,319,000 -18,062
   Stokes Family Office LLC 26 *New 2024-03-31 209,800 $7,318,000 209,800
   Icon Wealth Advisors LLC 27 *New 2024-03-31 208,412 $7,269,000 208,412
   MARINER WEALTH ADVISORS, LLC 616 - 2024-03-31 200,799 $7,004,000 70,165
   CLAUDIA M.P. BATLLE CRP (R) LLC 29 - 2024-03-31 199,713 $6,966,000 75,353
   NEPC LLC 29 - 2024-03-31 198,704 $6,931,000 0
   BB&T CORP 760 - 2024-03-31 195,618 $6,823,000 188,884
   Invst LLC 35 *New 2024-03-31 187,540 $6,535,000 187,540
   BLACKROCK INC. 3426 - 2024-03-31 179,933 $6,276,000 175,235
   Kestra Advisory Services LLC 460 - 2024-03-31 174,363 $6,082,000 69,403
   Scarborough Advisors LLC 15 *New 2024-03-31 172,496 $6,017,000 172,496
   FLOW TRADERS U.S. LLC 52 - 2024-03-31 170,953 $5,963,000 136,313
   Steel Peak Wealth Management LLC 69 *New 2024-03-31 170,879 $5,960,000 170,879
   Stone House Investment Management LLC 18 *New 2024-03-31 167,210 $5,832,000 167,210
   RFG Advisory Group LLC 86 - 2024-03-31 163,551 $5,705,000 -119,606
   Merit Financial Group LLC 125 *New 2024-03-31 163,666 $5,681,000 163,666
   PRUDENTIAL FINANCIAL INC 874 *New 2024-03-31 161,622 $5,637,000 161,622
   Demars Financial Group LLC 8 - 2024-03-31 159,482 $5,563,000 7,448
   Ronald Blue Trust Inc. 63 - 2024-03-31 157,271 $5,486,000 156,022
   Pettinga Financial Advisors LLC 22 *New 2024-03-31 156,996 $5,476,000 156,996
   IFRAH FINANCIAL SERVICES INC 18 - 2024-03-31 155,226 $5,414,000 3,385
   Horst & Graben Wealth Management LLC 20 *New 2024-03-31 154,083 $5,374,000 154,083
   PROEQUITIES INC. 68 - 2024-03-31 152,821 $5,330,000 97,271
   RENAISSANCE TECHNOLOGIES LLC 1378 - 2024-03-31 150,300 $5,242,000 47,600
   HPM Partners LLC 641 - 2024-03-31 149,250 $5,122,000 136,727
   CFS Investment Advisory Services LLC 22 *New 2024-03-31 146,460 $5,109,000 146,460
  100 Records found
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