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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
   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
   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
   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
   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
   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
   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
   Rockefeller Capital Management L.P. 274 - 2024-03-31 706,626 $24,647,000 31,053
   AE Wealth Management LLC 102 - 2024-03-31 624,246 $21,774,000 73,491
   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
   Cetera Investment Advisers 91 - 2024-03-31 554,952 $19,357,000 541,948
   Crumly & Associates Inc. 3 - 2024-03-31 532,745 $18,582,000 135,408
   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
   Atria Wealth Solutions Inc. 151 - 2024-03-31 364,114 $12,700,000 253,940
   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
   EXCHANGE CAPITAL MANAGEMENT INC 13 - 2024-03-31 290,838 $10,144,000 14,175
   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
   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
   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
   BB&T CORP 760 - 2024-03-31 195,618 $6,823,000 188,884
   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
   FLOW TRADERS U.S. LLC 52 - 2024-03-31 170,953 $5,963,000 136,313
   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
   IFRAH FINANCIAL SERVICES INC 18 - 2024-03-31 155,226 $5,414,000 3,385
   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
   Integrated Wealth Concepts LLC 267 - 2024-03-31 140,258 $4,892,000 92,094
   PAX Financial Group LLC 28 - 2024-03-31 139,978 $4,882,000 107,006
   Global Retirement Partners LLC 118 - 2024-03-31 139,528 $4,867,000 34,190
   GREAT VALLEY ADVISOR GROUP INC. 156 - 2024-03-31 136,776 $4,771,000 21,860
   TRITONPOINT WEALTH LLC 60 - 2024-03-31 140,908 $4,397,000 1,185
   Traveka Wealth LLC 10 - 2024-03-31 123,514 $4,308,000 24,274
   TRUE Private Wealth Advisors 38 - 2024-03-31 122,021 $4,256,000 40,340
   Highview Capital Management LLC/DE/ 16 - 2024-03-31 112,702 $3,931,000 1,072
   Concurrent Investment Advisors LLC 141 - 2024-03-31 112,590 $3,927,000 12,795
   TITLEIST ASSET MANAGEMENT LLC 44 - 2024-03-31 111,059 $3,874,000 4,814
   HIGHTOWER ADVISORS, LLC 1062 - 2024-03-31 110,720 $3,849,000 35,700
   THRIVENT FINANCIAL FOR LUTHERANS 945 - 2024-03-31 107,371 $3,745,000 91,621
   Equitable Holdings Inc. 303 - 2024-03-31 105,188 $3,669,000 94,229
   Cornerstone Planning Group LLC 16 - 2024-03-31 96,919 $3,364,000 6,282
   PCA Investment Advisory Services Inc. 14 - 2024-03-31 87,780 $3,062,000 15,761
   COMERICA BANK 991 - 2024-03-31 86,228 $3,008,000 20,810
   Perigon Wealth Management LLC 198 - 2024-03-31 85,843 $2,994,000 67,848
   Steward Partners Investment Advisory LLC 461 - 2024-03-31 83,115 $2,899,000 81,828
   AdvisorNet Financial Inc 98 - 2024-03-31 75,059 $2,618,000 8,983
   Mutual Advisors LLC 220 - 2024-03-31 73,711 $2,571,000 61,482
   ADVISORY SERVICES NETWORK, LLC 417 - 2024-03-31 64,513 $2,250,000 59,893
   Private Advisor Group LLC 754 - 2024-03-31 64,408 $2,247,000 26,577
   Sigma Planning Corp 298 - 2024-03-31 60,282 $2,103,000 42,427
   MCCORMACK ADVISORS INTERNATIONAL 361 - 2024-03-31 58,485 $2,040,000 44,562
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 70 - 2024-03-31 57,619 $2,010,000 36,146
   Stone Point Wealth LLC 55 - 2024-03-31 51,825 $1,808,000 8,324
   TITLEIST ASSET MANAGEMENT LTD. 58 - 2022-12-31 65,423 $1,766,000 12,318
   Aspire Wealth Management Corp 23 - 2024-03-31 49,848 $1,739,000 14,594
   Eldridge Investment Advisors Inc. 53 - 2024-03-31 49,520 $1,727,000 49,520
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 612 - 2024-03-31 49,025 $1,710,000 46,236
   LWS Wealth Advisors Inc. 29 - 2023-12-31 45,480 $1,433,000 383
   Baird Financial Group Inc. 1050 - 2024-03-31 40,841 $1,425,000 31,047
   LAKE STREET ADVISORS GROUP LLC 192 - 2024-03-31 36,189 $1,262,000 36,189
  100 Records found
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