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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
   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
   Prime Capital Investment Advisors LLC *New 2023-12-31 713,883 $22,494,000 713,883
   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
   Stokes Family Office LLC 26 *New 2024-03-31 209,800 $7,318,000 209,800
   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
   Merit Financial Group LLC 125 *New 2024-03-31 163,666 $5,681,000 163,666
   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
   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
   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
   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
   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
   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
   FTB Advisors Inc. 202 *New 2024-03-31 55,844 $1,948,000 55,844
   True Vision MN LLC 20 *New 2024-03-31 50,033 $1,735,000 50,033
   Capital Asset Advisory Services LLC 112 *New 2024-03-31 49,080 $1,690,000 49,080
   ATRIA INVESTMENTS LLC 666 *New 2023-12-31 53,218 $1,677,000 53,218
   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
   Mayflower Financial Advisors LLC 97 *New 2024-03-31 40,913 $1,427,000 40,913
   Hoxton Planning & Management LLC 29 *New 2024-03-31 38,858 $1,355,000 38,858
   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
   Belpointe Asset Management LLC 247 *New 2024-03-31 30,219 $1,054,000 30,219
   Centurion Wealth Management LLC 47 *New 2024-03-31 29,480 $1,028,000 29,480
   ICONIQ CAPITAL, LLC 47 *New 2023-12-31 28,083 $885,000 28,083
   FIRETHORN WEALTH PARTNERS LLC 40 *New 2024-03-31 25,132 $877,000 25,132
   Signal Advisors Wealth LLC 110 *New 2024-03-31 23,386 $816,000 23,386
   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
   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
   Commonwealth Retirement Investments LLC 64 *New 2024-03-31 16,717 $583,000 16,717
   Clear Creek Financial Management LLC 235 *New 2024-03-31 15,580 $543,000 15,580
   Allie Family Office LLC 41 *New 2023-12-31 16,410 $517,000 16,410
   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
   BCU Wealth Advisors LLC 31 *New 2024-03-31 13,652 $476,000 13,652
   RCS Financial Planning LLC 53 *New 2024-03-31 13,033 $455,000 13,033
   U.S. Capital Wealth Advisors LLC 480 *New 2024-03-31 13,003 $454,000 13,003
   CITADEL ADVISORS LLC 3722 *New 2023-12-31 14,099 $444,000 14,099
   FIRST AMERICAN TRUST CO 128 *New 2023-12-31 13,964 $440,000 13,964
   FINANCIAL ADVISORY CORP /UT/ /ADV 100 *New 2024-03-31 12,351 $431,000 12,351
   SUTTON PLACE INVESTORS LLC 112 *New 2024-03-31 12,309 $429,000 12,309
   Patriot Financial Group Insurance Agency LLC 311 *New 2024-03-31 11,193 $390,000 11,193
   DIVERSIFIED TRUST CO 577 *New 2024-03-31 11,000 $384,000 11,000
   Sovereign Financial Group Inc. 186 *New 2024-03-31 10,525 $367,000 10,525
   Dentgroup LLC 61 *New 2024-03-31 10,428 $364,000 10,428
   TWO SIGMA SECURITIES LLC 543 *New 2023-12-31 10,955 $345,000 10,955
   W ADVISORS LLC 83 *New 2024-03-31 9,871 $344,000 9,871
   Absolute Capital Management LLC 82 *New 2024-03-31 9,246 $323,000 9,246
   HANLON INVESTMENT MANAGEMENT, INC. 117 *New 2024-03-31 9,152 $319,000 9,152
   Hutchens & Kramer Investment Management Group LLC 97 *New 2024-03-31 8,692 $303,000 8,692
   Aspire Private Capital LLC 134 *New 2024-03-31 8,462 $295,000 8,462
   EQ LLC 47 *New 2024-03-31 8,432 $294,000 8,432
   Stonebrook Private Inc. 159 *New 2024-03-31 7,931 $277,000 7,931
   Sharkey Howes & Javer 109 *New 2024-03-31 7,339 $256,000 7,339
   Beacon Financial Advisory LLC 203 *New 2024-03-31 7,191 $251,000 7,191
   Foundations Investment Advisors LLC 615 *New 2023-12-31 6,669 $216,000 6,669
   BB&T CORP 2425 *New 2023-12-31 6,734 $212,000 6,734
   FinTrust Capital Advisors LLC 342 *New 2024-03-31 3,780 $132,000 3,780
   MATHER GROUP, INC. 642 *New 2024-03-31 3,982 $125,000 3,982
   New Republic Capital LLC 169 *New 2024-03-31 3,371 $118,000 3,371
   LGT Financial Advisors LLC 165 *New 2024-03-31 3,184 $111,000 3,184
   Gilliland Jeter Wealth Management LLC 337 *New 2024-03-31 883 $31,000 883
   SYM FINANCIAL CORPORATION 143 *New 2024-03-31 727 $25,000 727
   Sugarloaf Wealth Management LLC 444 *New 2024-03-31 430 $15,000 430
  100 Records found
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