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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
   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
   Schoolcraft Capital LLC 7 - 2024-03-31 773,666 $26,986,000 -5,389
   Blankinship & Foster LLC 7 - 2023-12-31 734,325 $23,139,000 -5,470
   Prime Capital Investment Advisors LLC 72 - 2024-03-31 594,454 $20,735,000 -119,429
   ADAMSBROWN WEALTH CONSULTANTS LLC 4 - 2024-03-31 551,889 $19,250,000 -258,336
   OPPENHEIMER ASSET MANAGEMENT INC 80 - 2024-03-31 529,783 $18,479,000 -52,174
   Farther Finance Advisors LLC 17 - 2024-03-31 367,109 $12,792,000 -15,425
   Valeo Financial Advisors LLC 34 - 2024-03-31 297,974 $10,265,000 -1,875
   Pathstone Holdings LLC 312 - 2024-03-31 271,460 $9,469,000 -4,448
   Cypress Capital LLC 11 - 2023-12-31 232,272 $7,319,000 -18,062
   NEPC LLC 27 - 2023-12-31 198,704 $6,261,000 -22,365
   RFG Advisory Group LLC 86 - 2024-03-31 163,551 $5,705,000 -119,606
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 519 - 2023-09-30 153,556 $4,622,000 -25,711
   WT Wealth Management 16 - 2023-12-31 130,005 $4,096,000 -8,703
   BLAIR WILLIAM & CO/IL 526 - 2024-03-31 112,429 $3,922,000 -15,507
   CITIGROUP INC 1390 - 2024-03-31 105,495 $3,680,000 -13,824
   VERITY Wealth Advisors 8 - 2024-03-31 80,820 $2,819,000 -8,317
   Aaron Wealth Advisors 37 - 2024-03-31 79,957 $2,789,000 -2,741
   Apollon Wealth Management LLC 224 - 2024-03-31 75,420 $2,631,000 -53,269
   Oversea-Chinese Banking CORP Ltd 145 - 2024-03-31 65,422 $2,282,000 -6,776
   Ameliora Wealth Management Ltd. 33 - 2024-03-31 61,473 $2,140,000 -1,173
   LVW Advisors LLC 69 - 2024-03-31 42,379 $1,478,000 -12,033
   Firestone Capital Management 44 - 2024-03-31 41,373 $1,443,000 -2,068
   Cornerstone Wealth Management LLC 162 - 2024-03-31 39,451 $1,376,000 -235
   Dynamic Advisors Solutions LLC 373 - 2024-03-31 39,225 $1,368,000 -531
   Empirical Asset Management LLC 41 - 2024-03-31 35,284 $1,231,000 -528
   Wealthcare Advisory Partners LLC 326 - 2024-03-31 34,635 $1,208,000 -40
   BURKETT FINANCIAL SERVICES LLC 17 - 2024-03-31 32,162 $1,122,000 -1,961
   KESTRA PRIVATE WEALTH SERVICES LLC 524 - 2024-03-31 31,812 $1,110,000 -904
   VALMARK ADVISERS INC 302 - 2024-03-31 22,609 $789,000 -333
   FIRST HAWAIIAN BANK 491 - 2024-03-31 20,833 $727,000 -1,566
   Sequoia Financial Advisors LLC 579 - 2024-03-31 20,380 $711,000 -11,428
   FIRST CITIZENS BANK & TRUST CO 273 - 2024-03-31 20,055 $700,000 -320
   MERCER GLOBAL ADVISORS INC /ADV 1112 - 2024-03-31 20,028 $699,000 -3,106
   MCKINLEY CARTER WEALTH SERVICES, INC. 193 - 2024-03-31 17,997 $628,000 -2,894
   NWAM LLC 300 - 2024-03-31 17,100 $601,000 -23,509
   ROMAN BUTLER FULLERTON & CO 110 - 2024-03-31 16,943 $580,000 -2,057
   M&T BANK CORP 1128 - 2024-03-31 15,196 $530,000 -5,800
   ACORN FINANCIAL ADVISORY SERVICES INC /ADV 103 - 2024-03-31 15,102 $527,000 -271
   FIDUCIARY FAMILY OFFICE LLC 133 - 2024-03-31 14,385 $502,000 -14,861
   HEAD & ASSOCIATES LLC 137 - 2023-12-31 15,780 $497,000 -1,200
   BSC PRIVATE WEALTH MANAGEMENT LLC 96 - 2024-03-31 14,230 $496,000 -410
   CITADEL ADVISORS LLC 3859 - 2024-03-31 12,719 $444,000 -1,380
   PATTON ALBERTSON & MILLER, LLC 150 - 2024-03-31 12,705 $443,000 -2,590
   AJ WEALTH STRATEGIES LLC 214 - 2023-06-30 11,762 $365,000 -1,459
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 162 - 2024-03-31 10,101 $352,000 -262
   GLENMEDE TRUST CO NA 1035 - 2024-03-31 9,293 $324,000 -175
   CYPRESS FINANCIAL PLANNING LLC 51 - 2024-03-31 9,272 $323,000 -340
   Glenview Trust Co 397 - 2024-03-31 8,627 $301,000 -100
   COLONIAL ASSET MANAGEMENT, INC. 159 - 2024-03-31 8,547 $298,000 -2,217
   BFT FINANCIAL GROUP LLC 254 - 2023-06-30 8,271 $256,000 -760
   Centennial Wealth Advisory LLC 122 - 2024-03-31 6,943 $242,000 -560
   City State Bank 163 - 2024-03-31 6,900 $241,000 -100
   WETZEL INVESTMENT ADVISORS INC. 131 - 2024-03-31 4,881 $165,000 -302
   Colonial Trust Co / SC 419 - 2024-03-31 2,661 $93,000 -4,768
   SANDY SPRING BANK 607 - 2024-03-31 1,240 $43,000 -254
   HANSON MCCLAIN, INC. 1496 - 2024-03-31 925 $32,000 -55
  59 Records found
  1    
  Page 1 of 1
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