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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/ 39 - 2023-12-31 53,882,111 $1,697,825,000 12,163,241
   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
   ENVESTNET ASSET MANAGEMENT INC 244 - 2023-12-31 6,084,164 $191,712,000 -3,156,285
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 12 - 2023-12-31 4,655,203 $146,685,000 -4,387,559
   COLDSTREAM CAPITAL MANAGEMENT INC 4 - 2023-12-31 4,359,533 $137,369,000 91,687
   Quotient Wealth Partners LLC 8 - 2023-12-31 3,692,995 $116,366,000 0
   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
   CWM LLC 40 - 2024-03-31 2,695,287 $94,012,000 2,695,287
   PARTNERS CAPITAL INVESTMENT GROUP LLP 11 - 2023-12-31 2,899,656 $91,368,000 -2,375,223
   MORGAN STANLEY 1274 - 2023-12-31 2,710,535 $85,409,000 59,241
   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
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 157 - 2023-12-31 1,710,650 $53,902,000 185,303
   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
   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
   AMERIPRISE FINANCIAL INC 849 - 2023-12-31 1,335,319 $42,053,000 110,398
   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
   BANK OF AMERICA CORP /DE/ 1387 - 2023-12-31 1,097,706 $34,589,000 153,533
   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
   Hackensack Meridian Health Inc. 4 - 2023-12-31 397,932 $29,984,000 2,932
   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
   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
   Blankinship & Foster LLC 7 - 2023-12-31 734,325 $23,139,000 -5,470
   Prime Capital Investment Advisors LLC *New 2023-12-31 713,883 $22,494,000 713,883
   Rockefeller Capital Management L.P. 281 - 2023-12-31 675,573 $21,287,000 -236,493
   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
   NORTHERN TRUST CORP 1605 - 2023-12-31 642,240 $20,237,000 -2,721
   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
   AE Wealth Management LLC 256 - 2023-12-31 550,755 $17,745,000 61,053
   Advisor Group Holdings Inc. 456 - 2024-03-31 498,372 $17,385,000 103,714
   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
   RAYMOND JAMES & ASSOCIATES 916 - 2024-03-31 436,007 $15,208,000 60,968
   TIAA FSB 136 - 2023-06-30 464,416 $14,397,000 29,927
   UBS Group AG 1281 - 2023-12-31 433,435 $13,658,000 -17,313
   ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 21 *New 2024-03-31 365,530 $12,750,000 365,530
   Farther Finance Advisors LLC 16 - 2023-12-31 382,534 $12,054,000 346,547
   REGAL INVESTMENT ADVISORS, LLC 25 - 2023-12-31 340,244 $10,721,000 255,270
   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
   WESCAP Management Group Inc. 9 - 2023-12-31 299,037 $9,423,000 -5,881
   ROYAL BANK OF CANADA 1505 - 2023-12-31 289,927 $9,135,000 8,074
   Pathstone Holdings LLC 285 - 2023-12-31 275,908 $8,694,000 0
   Streettalk Advisors LLC 41 - 2024-03-31 246,084 $8,583,000 30,102
   FINANCIAL NETWORK 395 - 2023-12-31 268,777 $8,469,000 -12,886
   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
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 541 - 2024-03-31 223,069 $7,781,000 10,252
   HALL KATHRYN A. 9 - 2023-12-31 242,751 $7,649,000 -111,379
   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
   CLAUDIA M.P. BATLLE CRP (R) LLC 29 - 2024-03-31 199,713 $6,966,000 75,353
   BLACKROCK INC. 3426 - 2024-03-31 179,933 $6,276,000 175,235
   NEPC LLC 27 - 2023-12-31 198,704 $6,261,000 -22,365
   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
   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
   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
   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
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 207 - 2023-12-31 150,080 $4,729,000 5,394
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 519 - 2023-09-30 153,556 $4,622,000 -25,711
   TRITONPOINT WEALTH LLC 60 - 2024-03-31 140,908 $4,397,000 1,185
   Orion Portfolio Solutions LLC 353 *New 2024-03-31 125,835 $4,389,000 125,835
   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
   UMA Financial Services Inc. 28 *New 2024-03-31 122,048 $4,140,000 122,048
   MARINER WEALTH ADVISORS, LLC 758 - 2023-12-31 130,634 $4,116,000 25,612
   WT Wealth Management 16 - 2023-12-31 130,005 $4,096,000 -8,703
   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
   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
   BLAIR WILLIAM & CO/IL 526 - 2024-03-31 112,429 $3,922,000 -15,507
   HIGHTOWER ADVISORS, LLC 1062 - 2024-03-31 110,720 $3,849,000 35,700
   Summit X LLC 24 *New 2024-03-31 108,896 $3,798,000 108,896
   JANE STREET GROUP LLC 1740 - 2023-12-31 119,856 $3,777,000 84,107
   ONE Advisory Partners LLC 16 *New 2024-03-31 108,132 $3,772,000 108,132
  100 Records found
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