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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
   Dynasty Wealth Management LLC 9 *New 2024-03-31 4,261,328 $148,635,000 4,261,328
   PARK AVENUE SECURITIES LLC 15 *New 2024-03-31 2,259,530 $78,812,000 2,259,530
   SageView Advisory Group LLC 9 *New 2024-03-31 2,003,402 $47,441,000 2,003,402
   JB Capital LLC 12 *New 2024-03-31 733,302 $25,578,000 733,302
   ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 21 *New 2024-03-31 365,530 $12,750,000 365,530
   Austin Private Wealth LLC 22 *New 2024-03-31 293,023 $10,147,000 293,023
   Change Path LLC 65 *New 2024-03-31 235,010 $8,197,000 235,010
   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
   Invst LLC 35 *New 2024-03-31 187,540 $6,535,000 187,540
   Scarborough Advisors LLC 15 *New 2024-03-31 172,496 $6,017,000 172,496
   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
   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
   Pettinga Financial Advisors LLC 22 *New 2024-03-31 156,996 $5,476,000 156,996
   Horst & Graben Wealth Management LLC 20 *New 2024-03-31 154,083 $5,374,000 154,083
   CFS Investment Advisory Services LLC 22 *New 2024-03-31 146,460 $5,109,000 146,460
   Orion Portfolio Solutions LLC 353 *New 2024-03-31 125,835 $4,389,000 125,835
   UMA Financial Services Inc. 28 *New 2024-03-31 122,048 $4,140,000 122,048
   One Wealth Advisors LLC 32 *New 2024-03-31 116,993 $4,081,000 116,993
   Darrow Company Inc. 15 *New 2024-03-31 115,560 $4,031,000 115,560
   Wealth Alliance 29 *New 2024-03-31 113,542 $3,960,000 113,542
   High Falls Advisors Inc 19 *New 2024-03-31 110,014 $3,837,000 110,014
   Summit X LLC 24 *New 2024-03-31 108,896 $3,798,000 108,896
   ONE Advisory Partners LLC 16 *New 2024-03-31 108,132 $3,772,000 108,132
   TSA Wealth Managment LLC 18 *New 2024-03-31 103,770 $3,619,000 103,770
   KWB Wealth 30 *New 2024-03-31 100,470 $3,504,000 100,470
   IHT Wealth Management LLC 161 *New 2024-03-31 89,934 $3,137,000 89,934
   BCJ Capital Management LLC 110 *New 2024-03-31 88,561 $3,089,000 88,561
   Brookstone Capital Management 295 *New 2024-03-31 84,436 $2,945,000 84,436
   Cypress Wealth Services LLC 32 *New 2024-03-31 84,140 $2,935,000 84,140
   WATERSHED PRIVATE WEALTH LLC 18 *New 2024-03-31 81,172 $2,831,000 81,172
   Keystone Financial Group 53 *New 2024-03-31 80,449 $2,806,000 80,449
   Detalus Advisors LLC 24 *New 2024-03-31 78,536 $2,739,000 78,536
   Sentinus LLC 25 *New 2024-03-31 77,346 $2,698,000 77,346
   Bay Harbor Wealth Management LLC 27 *New 2024-03-31 74,064 $2,583,000 74,064
   Cobblestone Asset Management LLC 16 *New 2024-03-31 72,803 $2,539,000 72,803
   FORESIGHT CAPITAL MANAGEMENT ADVISORS INC. 19 *New 2024-03-31 72,408 $2,526,000 72,408
   Ascent Group LLC 137 *New 2024-03-31 69,289 $2,417,000 69,289
   SWMG LLC 21 *New 2024-03-31 67,981 $2,371,000 67,981
   Madrona Financial Services LLC 29 *New 2024-03-31 67,618 $2,359,000 67,618
   Emerald Investment Partners LLC 80 *New 2024-03-31 66,245 $2,311,000 66,245
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1619 *New 2024-03-31 64,137 $2,237,000 64,137
   SigFig Wealth Management LLC 79 *New 2024-03-31 57,060 $1,990,000 57,060
   Keebeck Wealth Management LLC 94 *New 2024-03-31 56,115 $1,957,000 56,115
   FTB Advisors Inc. 202 *New 2024-03-31 55,844 $1,948,000 55,844
   GRIES FINANCIAL LLC 88 *New 2024-03-31 53,160 $1,854,000 53,160
   True Vision MN LLC 20 *New 2024-03-31 50,033 $1,735,000 50,033
   AXXCESS WEALTH MANAGEMENT LLC 274 *New 2024-03-31 49,134 $1,714,000 49,134
   Capital Asset Advisory Services LLC 112 *New 2024-03-31 49,080 $1,690,000 49,080
   Vertex Planning Partners LLC 34 *New 2024-03-31 46,555 $1,624,000 46,555
   Security Financial Services INC. 52 *New 2024-03-31 45,596 $1,590,000 45,596
   ShoreHaven Wealth Partners LLC 29 *New 2024-03-31 45,231 $1,578,000 45,231
   LIBERTY WEALTH MANAGEMENT LLC 55 *New 2024-03-31 44,190 $1,535,000 44,190
   Tradition Wealth Management LLC 121 *New 2024-03-31 41,723 $1,455,000 41,723
   Mount Yale Investment Advisors LLC 172 *New 2024-03-31 41,117 $1,434,000 41,117
   Scissortail Wealth Management LLC 59 *New 2024-03-31 41,042 $1,432,000 41,042
   Mayflower Financial Advisors LLC 97 *New 2024-03-31 40,913 $1,427,000 40,913
   TOWNSQUARE CAPITAL LLC 574 *New 2024-03-31 38,861 $1,355,000 38,861
   Hoxton Planning & Management LLC 29 *New 2024-03-31 38,858 $1,355,000 38,858
   One Wealth Management Investment & Advisory Servic 31 *New 2024-03-31 38,272 $1,335,000 38,272
   Tidemark LLC 30 *New 2024-03-31 37,341 $1,302,000 37,341
   Shared Vision Wealth Group LLC 23 *New 2024-03-31 36,841 $1,285,000 36,841
   Stratos Wealth Advisors LLC 289 *New 2024-03-31 36,012 $1,256,000 36,012
   PROSPERA FINANCIAL SERVICES 416 *New 2023-12-31 39,451 $1,243,000 39,451
   Apeiron RIA LLC 54 *New 2024-03-31 35,457 $1,237,000 35,457
   Simplicity WealthLLC 465 *New 2024-03-31 34,873 $1,216,000 34,873
   Lantz Financial LLC 79 *New 2024-03-31 31,538 $1,100,000 31,538
   Derbend Asset Management 39 *New 2024-03-31 30,561 $1,066,000 30,561
   BlackDiamond Wealth Management Inc. 39 *New 2024-03-31 30,520 $1,065,000 30,520
   Belpointe Asset Management LLC 247 *New 2024-03-31 30,219 $1,054,000 30,219
   Arete Wealth Advisors LLC 203 *New 2024-03-31 29,816 $1,040,000 29,816
   Centurion Wealth Management LLC 47 *New 2024-03-31 29,480 $1,028,000 29,480
   FIRETHORN WEALTH PARTNERS LLC 40 *New 2024-03-31 25,132 $877,000 25,132
   OLD MISSION CAPITAL LLC 424 *New 2024-03-31 24,869 $867,000 24,869
   MORNINGSTAR INVESTMENT SERVICES, INC. 201 *New 2024-03-31 23,982 $837,000 23,982
   Signal Advisors Wealth LLC 110 *New 2024-03-31 23,386 $816,000 23,386
   Gateway Wealth Partners LLC 84 *New 2024-03-31 22,024 $768,000 22,024
   IFG Advisory LLC 275 *New 2024-03-31 21,754 $759,000 21,754
   Venturi Wealth Management LLC 213 *New 2024-03-31 21,572 $752,000 21,572
   FLAGSHIP HARBOR ADVISORS LLC 297 *New 2024-03-31 20,896 $729,000 20,896
   TRANSCEND WEALTH COLLECTIVE LLC 273 *New 2024-03-31 20,626 $719,000 20,626
   Quadrant Private Wealth Management LLC 111 *New 2024-03-31 19,367 $676,000 19,367
   MARIPAU WEALTH MANAGEMENT LLC 48 *New 2024-03-31 19,278 $672,000 19,278
   Twin Peaks Wealth Advisors LLC 56 *New 2024-03-31 19,042 $664,000 19,042
   Braun-Bostich & Associates Inc. 53 *New 2024-03-31 19,005 $663,000 19,005
   Mosley Wealth Management 37 *New 2024-03-31 18,898 $659,000 18,898
   Feltz Wealth PLAN Inc. 177 *New 2024-03-31 18,789 $655,000 18,789
   VERUS CAPITAL PARTNERS LLC 155 *New 2024-03-31 18,156 $633,000 18,156
   EHRLICH FINANCIAL GROUP 43 *New 2024-03-31 17,985 $627,000 17,985
   Interchange Capital Partners LLC 61 *New 2024-03-31 16,000 $623,000 16,000
   Concorde Asset Management LLC 41 *New 2024-03-31 16,981 $592,000 16,981
   Commonwealth Retirement Investments LLC 64 *New 2024-03-31 16,717 $583,000 16,717
   Burns Matteson Capital Management LLC 56 *New 2024-03-31 16,324 $569,000 16,324
   Clear Creek Financial Management LLC 235 *New 2024-03-31 15,580 $543,000 15,580
   Aspen Grove Capital LLC 88 *New 2024-03-31 15,025 $524,000 15,025
   Robertson Stephens Wealth Management LLC 330 *New 2024-03-31 14,935 $521,000 14,935
   SFG Wealth Management LLC. 49 *New 2024-03-31 13,933 $486,000 13,933
   Aveo Capital Partners LLC 222 *New 2024-03-31 13,750 $477,000 13,750
  100 Records found
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