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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
   COLDSTREAM CAPITAL MANAGEMENT INC 4 - 2023-12-31 4,359,533 $137,369,000 91,687
   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
   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
   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
   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
   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
   PFS INVESTMENTS INC. 76 - 2023-06-30 834,154 $25,859,000 21,710
   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
   Crumly & Associates Inc. 3 - 2024-03-31 532,745 $18,582,000 135,408
   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
   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
   EXCHANGE CAPITAL MANAGEMENT INC 13 - 2024-03-31 290,838 $10,144,000 14,175
   ROYAL BANK OF CANADA 1505 - 2023-12-31 289,927 $9,135,000 8,074
   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
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 541 - 2024-03-31 223,069 $7,781,000 10,252
   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
   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
   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
   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
   MARINER WEALTH ADVISORS, LLC 758 - 2023-12-31 130,634 $4,116,000 25,612
   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
   HIGHTOWER ADVISORS, LLC 1062 - 2024-03-31 110,720 $3,849,000 35,700
   JANE STREET GROUP LLC 1740 - 2023-12-31 119,856 $3,777,000 84,107
   STIFEL FINANCIAL CORP 1323 - 2023-12-31 108,504 $3,419,000 38,566
   Cornerstone Planning Group LLC 16 - 2024-03-31 96,919 $3,364,000 6,282
   Kestra Advisory Services LLC 598 - 2023-12-31 104,960 $3,307,000 58,963
   RENAISSANCE TECHNOLOGIES LLC 1634 - 2023-12-31 102,700 $3,236,000 77,300
   MML INVESTORS SERVICES LLC 794 - 2023-12-31 99,625 $3,139,000 5,968
   PCA Investment Advisory Services Inc. 14 - 2024-03-31 87,780 $3,062,000 15,761
   Perigon Wealth Management LLC 198 - 2024-03-31 85,843 $2,994,000 67,848
   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
   COMERICA BANK 1142 - 2023-12-31 65,418 $2,061,000 31,392
   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
   Bigelow Investment Advisors LLC 47 - 2024-03-31 36,069 $1,258,000 15,879
   Maltin Wealth Management Inc. 47 - 2024-03-31 35,211 $1,228,000 4,599
   Trinity Wealth Management LLC 24 - 2024-03-31 31,877 $1,112,000 1,104
   LexAurum Advisors LLC 79 - 2024-03-31 31,315 $1,092,000 955
   FLOW TRADERS U.S. LLC 316 - 2023-12-31 34,640 $1,092,000 34,640
   Sowell Financial Services LLC 339 - 2024-03-31 29,145 $1,017,000 8,777
   Kathleen S. Wright Associates Inc. 48 - 2024-03-31 27,099 $945,000 135
   Summit Investment Advisory Services LLC 29 - 2024-03-31 25,171 $878,000 10
   SIGNATURE SECURITIES GROUP CORPORATION 95 - 2024-03-31 23,631 $824,000 2,312
   CI Private Wealth LLC 1409 - 2024-03-31 22,425 $782,000 593
   MULTIFINANCIAL SECURITIES CORP 896 - 2023-12-31 24,095 $759,000 170
   FIRST HEARTLAND CONSULTANTS INC 195 - 2024-03-31 21,525 $751,000 5,469
   DORSEY & WHITNEY TRUST CO LLC 270 - 2024-03-31 20,816 $726,000 13,000
   PRINCIPAL SECURITIES INC. 559 - 2024-03-31 19,066 $665,000 6,044
   Capital Investment Advisory Services LLC 305 - 2024-03-31 13,426 $468,000 10,804
   THOROUGHBRED FINANCIAL SERVICES LLC 292 - 2024-03-31 13,349 $465,000 6,573
   Cetera Investment Advisers 1592 - 2023-12-31 13,004 $410,000 3,104
   HPM Partners LLC - 2023-12-31 12,523 $395,000 516
   Atlantic Trust Group LLC 908 - 2024-03-31 10,585 $369,000 380
   LODESTAR PRIVATE ASSET MANAGEMENT LLC 162 - 2024-03-31 9,960 $347,000 300
   Arkadios Wealth Advisors 489 - 2024-03-31 9,932 $346,000 1,564
  100 Records found
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