iShares Cur HDG MSCI Eafe SMHSCZETF
13F holders, Q1 2024 (March 31)39holders
$31.49avg. 13F price*
At the end of Q1 2024, 39 institutions reported holding iShares Cur HDG MSCI Eafe SM (HSCZ) in their 13F filings. The largest holders were Capital Wealth Management, LLC ($7.5M), Berkeley, Inc ($6.1M) and AE Wealth Management LLC ($5.2M).
- Company
- iShares Cur HDG MSCI Eafe SM
- CUSIP
- 46435G839
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $5.2M |
| Exits | 4 | $1.3M |
Ownership 39 holders
| Capital Wealth Management, LLC | 3.57% | Reduce -0.0% | 236,722 | $7.5M |
| Berkeley, Inc | 3.68% | Add +0.2% | 192,818 | $6.1M |
| AE Wealth Management LLC | 0.06% | Add +0.5% | 165,775 | $5.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +26.7% | 157,754 | $5.0M |
| Systelligence, LLC | 0.98% | Reduce -0.2% | 118,956 | $3.7M |
| LPL Financial LLC | 0.00% | Add +81.8% | 112,945 | $3.6M |
| Bank of America Corp. | 0.00% | Reduce -4.6% | 99,817 | $3.1M |
| Cetera Investment Advisers | 0.01% | New | 69,430 | $2.2M |
| Comprehensive Wealth Management, LLC | 1.01% | Add +16.4% | 41,129 | $1.3M |
| Certified Advisory Corp | 0.17% | Reduce -15.1% | 38,227 | $1.2M |
| Solano Wealth Management, Inc. | 0.55% | New | 31,025 | $977K |
| WESCAP Management Group, Inc. | 0.25% | Add +26.2% | 26,856 | $846K |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -6.4% | 25,565 | $805K |
| Trademark Financial Management, LLC | 0.56% | New | 21,465 | $676K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -20.9% | 19,964 | $629K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 17,416 | $549K |
| NewEdge Advisors, LLC | 0.00% | Add +6.3% | 16,593 | $523K |
| Osaic Holdings, Inc. | 0.00% | Reduce -18.3% | 12,342 | $389K |
| Cedar Brook Financial Partners, LLC | 0.07% | No change | 11,003 | $347K |
| Rovin Capital /Ut/ | 0.14% | Add +41.2% | 10,707 | $337K |
| Sage Mountain Advisors LLC | 0.03% | No change | 10,077 | $317K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.7% | 8,639 | $272K |
| Jane Street Group, LLC | 0.00% | Reduce -20.4% | 7,802 | $246K |
| Thoroughbred Financial Services, LLC | 0.02% | New | 7,193 | $226K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 6,736 | $212K |
| Equitable Holdings, Inc. | 0.00% | New | 6,658 | $210K |
| Glass Jacobson Investment Advisors llc | 0.06% | New | 4,770 | $150K |
| Sachetta, LLC | 0.04% | No change | 2,782 | $82K |
| Global Retirement Partners, LLC | 0.00% | Add +21.1% | 1,989 | $63K |
| Comerica Bank | 0.00% | No change | 1,907 | $60K |
| Morgan Stanley | 0.00% | Add +7.7% | 1,422 | $45K |
| WASHINGTON TRUST Co | 0.00% | New | 1,098 | $35K |
| Avior Wealth Management, LLC | 0.00% | No change | 1,003 | $29K |
| Continuum Advisory, LLC | 0.00% | New | 648 | $21K |
| Harbour Investments, Inc. | 0.00% | Reduce -12.7% | 446 | $14K |
| Royal Bank of Canada | 0.00% | No change | 421 | $13K |
| UBS Group AG | 0.00% | New | 224 | $7K |
| Principal Securities, Inc. | 0.00% | No change | 200 | $6K |
| Signaturefd, LLC | 0.00% | No change | 145 | $5K |
"% of holder's portfolio" is HSCZ's weight in each manager's 13F, not the share of iShares Cur HDG MSCI Eafe SM the manager owns.