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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   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
   PARTNERS CAPITAL INVESTMENT GROUP LLP 11 - 2023-12-31 2,899,656 $91,368,000 -2,375,223
   LPL FINANCIAL CORP 574 - 2023-12-31 1,266,201 $39,898,000 -79,052
   Jordan Park Group LLC 10 - 2023-12-31 1,208,159 $38,069,000 -115,475
   US BANCORP 216 - 2023-12-31 1,152,876 $36,327,000 -184,365
   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
   Rockefeller Capital Management L.P. 281 - 2023-12-31 675,573 $21,287,000 -236,493
   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
   OPPENHEIMER ASSET MANAGEMENT INC 87 - 2023-12-31 581,957 $18,337,000 -20,036
   PNC FINANCIAL SERVICES GROUP INC 436 - 2023-12-31 453,346 $14,285,000 -3,271
   UBS Group AG 1281 - 2023-12-31 433,435 $13,658,000 -17,313
   Advisor Group Holdings Inc. 682 - 2023-12-31 394,658 $12,438,000 -81,472
   Valeo Financial Advisors LLC 34 - 2024-03-31 297,974 $10,265,000 -1,875
   WESCAP Management Group Inc. 9 - 2023-12-31 299,037 $9,423,000 -5,881
   FINANCIAL NETWORK 395 - 2023-12-31 268,777 $8,469,000 -12,886
   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
   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 509 - 2023-12-31 127,936 $4,031,000 -33,527
   Atria Wealth Solutions Inc. 412 - 2023-12-31 110,174 $3,472,000 -6,531
   TITLEIST ASSET MANAGEMENT LLC 41 - 2023-12-31 106,245 $3,348,000 -24,877
   FINANCIAL ADVISORY GROUP 22 - 2023-12-31 97,759 $3,080,000 -9,091
   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
   HIGHTOWER ADVISORS, LLC 1324 - 2023-12-31 75,020 $2,364,000 -20,466
   Ameliora Wealth Management Ltd. 33 - 2024-03-31 61,473 $2,140,000 -1,173
   Integrated Wealth Concepts LLC 570 - 2023-12-31 48,164 $1,518,000 -2,102
   LVW Advisors LLC 69 - 2024-03-31 42,379 $1,478,000 -12,033
   Cornerstone Wealth Management LLC 162 - 2024-03-31 39,451 $1,376,000 -235
   Firestone Capital Management 42 - 2023-12-31 43,441 $1,369,000 -1,823
   Dynamic Advisors Solutions LLC 373 - 2024-03-31 39,225 $1,368,000 -531
   Wealthcare Advisory Partners LLC 326 - 2024-03-31 34,635 $1,208,000 -40
   Envestnet Portfolio Solutions Inc. 754 - 2023-12-31 37,049 $1,167,000 -1,466
   Empirical Asset Management LLC 24 - 2023-12-31 35,812 $1,128,000 -848
   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
   PAX Financial Group LLC 84 - 2023-12-31 32,972 $1,070,000 -274
   DIMENSION CAPITAL MANAGEMENT PARTNERS 39 - 2023-12-31 31,379 $989,000 -2,554
   NATIONAL BANK OF CANADA /FI/ 1029 - 2023-12-31 29,782 $938,000 -2,431
   Gladstone Institutional Advisory LLC 340 - 2023-12-31 23,649 $745,000 -498
   MERCER GLOBAL ADVISORS INC /ADV 1110 - 2023-12-31 23,134 $729,000 -5,061
   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
   SMITH MOORE & CO. 206 - 2023-12-31 22,208 $700,000 -4,796
   FIRST CITIZENS BANK & TRUST CO 273 - 2024-03-31 20,055 $700,000 -320
   CI Private Wealth LLC 1444 - 2023-12-31 21,832 $688,000 -1,135
   MCKINLEY CARTER WEALTH SERVICES, INC. 193 - 2024-03-31 17,997 $628,000 -2,894
   ROMAN BUTLER FULLERTON & CO 110 - 2024-03-31 16,943 $580,000 -2,057
   GELLER FAMILY OFFICE SERVICES LLC 108 - 2023-12-31 18,417 $580,000 -11,526
   FIRST HEARTLAND CONSULTANTS INC 210 - 2023-12-31 16,056 $506,000 -121
   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
   THRIVENT FINANCIAL FOR LUTHERANS 2136 - 2023-12-31 15,750 $496,000 -72,465
   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
   Equitable Holdings Inc. 888 - 2023-12-31 10,959 $345,000 -234
   COLONIAL ASSET MANAGEMENT, INC. 149 - 2023-12-31 10,764 $339,000 -479
   CREATIVE PLANNING 2005 - 2023-12-31 10,592 $334,000 -257
   CYPRESS FINANCIAL PLANNING LLC 51 - 2024-03-31 9,272 $323,000 -340
   Atlantic Trust Group LLC 905 - 2023-12-31 10,205 $322,000 -230
   Baird Financial Group Inc. 1505 - 2023-12-31 9,794 $309,000 -70
   GLENMEDE TRUST CO NA 1031 - 2023-12-31 9,468 $298,000 -650
   Glenview Trust Co 408 - 2023-12-31 8,727 $275,000 -400
   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
   Colonial Trust Co / SC 239 - 2023-12-31 7,429 $234,000 -804
   Goss Wealth Management LLC 1652 - 2023-12-31 7,061 $222,000 -149
   Family Asset Management LLC 104 - 2023-12-31 5,947 $187,000 -8,959
   WETZEL INVESTMENT ADVISORS INC. 131 - 2024-03-31 4,881 $165,000 -302
   Qube Research & Technologies Ltd 2589 - 2023-12-31 4,252 $134,000 -243
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1060 - 2023-12-31 2,789 $88,000 -2,929
   HANSON MCCLAIN, INC. 1496 - 2024-03-31 925 $32,000 -55
   TOWER RESEARCH CAPITAL LLC 3743 - 2023-12-31 549 $17,000 -43
   BANK OF MONTREAL /CAN/ 3514 - 2023-12-31 1 $0 -33,807
  83 Records found
  1    
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