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Ishares Crncy Hedgd Msci EM (HEEM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Pictet Asset Management Holding SA
DECREASED
Shares237,174 from 252,301
Change-15,127 (-6%)
Value$10.0M (-$1.3M)
Filed 2026-11-03
Friedenthal Financial
INCREASED
Shares147,293 from 133,965
Change+13,328 (+10%)
Value$6.2M (+$229.4K)
Filed 2026-10-27
Truist Financial Corp
INCREASED
Shares108,531 from 108,394
Change+137 (+0%)
Value$4.6M (-$264.1K)
Filed 2026-10-30
LPL Financial LLC
INCREASED
Shares107,641 from 73,832
Change+33,809 (+46%)
Value$4.5M (+$1.2M)
Filed 2026-11-06
Kingswood Wealth Advisors, LLC
INCREASED
Shares80,388 from 79,163
Change+1,225 (+2%)
Value$3.4M (-$145.4K)
Filed 2026-10-23
Commonwealth Equity Services, LLC
DECREASED
Shares71,035 from 77,723
Change-6,688 (-9%)
Value$3.0M (-$476.0K)
Filed 2026-11-02
Savant Capital, LLC
INCREASED
Shares35,144 from 35,133
Change+11 (+0%)
Value$1.5M (-$87.0K)
Filed 2026-11-06
Wealth Preservation Advisors, LLC
INCREASED
Shares28,841 from 22,460
Change+6,381 (+28%)
Value$1.2M (+$213.6K)
Filed 2026-11-05
Atria Investments, Inc
INCREASED
Shares11,190 from 6,562
Change+4,628 (+71%)
Value$472.7K (+$179.1K)
Filed 2026-10-15
EverSource Wealth Advisors, LLC
INCREASED
Shares11,064 from 8,669
Change+2,395 (+28%)
Value$467.3K (+$79.6K)
Filed 2026-11-04
Prospera Financial Services Inc
UNCHANGED
Shares9,775 from 9,775
Change0 (0%)
Value$377.7K (-$59.5K)
Filed 2026-11-04
Park Avenue Securities LLC
INCREASED
Shares9,432 from 9,260
Change+172 (+2%)
Value$398 (-$413.6K)
Filed 2026-10-26
Cranbrook Wealth Management, LLC
UNCHANGED
Shares8,173 from 8,173
Change0 (0%)
Value$345.2K (-$20.4K)
Filed 2026-10-28
Ashton Thomas Private Wealth, LLC
NEW
Shares8,033
Change+8,033
Value$339.3K
Filed 2026-11-03
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$88.7K (-$5.2K)
Filed 2026-11-03
Harbor Asset Planning, Inc.
INCREASED
Shares2,041 from 2,030
Change+11 (+1%)
Value$86.2K (-$4.6K)
Filed 2026-10-23
Golden State Wealth Management, LLC
DECREASED
Shares1,468 from 2,363
Change-895 (-38%)
Value$62.0K (-$43.7K)
Filed 2026-11-02
Triumph Capital Management
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$29.6K (-$1.7K)
Filed 2026-10-14
Fifth Third Bancorp
NEW
Shares597
Change+597
Value$25.2K
Filed 2026-11-05
Whipplewood Advisors, LLC
UNCHANGED
Shares358 from 358
Change0 (0%)
Value$15.1K (-$891)
Filed 2026-10-20
Assetmark, Inc
UNCHANGED
Shares303 from 303
Change0 (0%)
Value$12.8K (-$754)
Filed 2026-10-21
Ashton Thomas Securities, LLC
NEW
Shares48
Change+48
Value$2.0K
Filed 2026-10-26
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 697,766
Change-697,766 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 518,557
Change-518,557 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 410,259
Change-410,259 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 389,928
Change-389,928 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 299,834
Change-299,834 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 213,736
Change-213,736 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 135,156
Change-135,156 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 118,228
Change-118,228 (-100%)
Value—
Forefront Analytics, LLC
N/A
Shares— from 58,203
Change-58,203 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 40,464
Change-40,464 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 40,224
Change-40,224 (-100%)
Value—
UBS Group AG
N/A
Shares— from 31,560
Change-31,560 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 30,230
Change-30,230 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 17,241
Change-17,241 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 15,865
Change-15,865 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 15,255
Change-15,255 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 14,359
Change-14,359 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 12,246
Change-12,246 (-100%)
Value—
Blair William & Co
N/A
Shares— from 11,506
Change-11,506 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 11,286
Change-11,286 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 8,914
Change-8,914 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 6,621
Change-6,621 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 4,720
Change-4,720 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 4,699
Change-4,699 (-100%)
Value—
Invst, LLC
N/A
Shares— from 4,674
Change-4,674 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 4,314
Change-4,314 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 3,207
Change-3,207 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,641
Change-1,641 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,434
Change-1,434 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,121
Change-1,121 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 716
Change-716 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 614
Change-614 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 212
Change-212 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 128
Change-128 (-100%)
Value—
Status
Pictet Asset Management Holding SA
DECREASED237,174252,301-15,127-6%$11.3M$10.0M-$1.3M2026-11-03
Friedenthal Financial
INCREASED147,293133,965+13,328+10%$6.0M$6.2M+$229.4K2026-10-27
Truist Financial Corp
INCREASED108,531108,394+137+0%$4.8M$4.6M-$264.1K2026-10-30
LPL Financial LLC
INCREASED107,64173,832+33,809+46%$3.3M$4.5M+$1.2M2026-11-06
Kingswood Wealth Advisors, LLC
INCREASED80,38879,163+1,225+2%$3.5M$3.4M-$145.4K2026-10-23
Commonwealth Equity Services, LLC
DECREASED71,03577,723-6,688-9%$3.5M$3.0M-$476.0K2026-11-02
Savant Capital, LLC
INCREASED35,14435,133+11+0%$1.6M$1.5M-$87.0K2026-11-06
Wealth Preservation Advisors, LLC
INCREASED28,84122,460+6,381+28%$1.0M$1.2M+$213.6K2026-11-05
Atria Investments, Inc
INCREASED11,1906,562+4,628+71%$293.5K$472.7K+$179.1K2026-10-15
EverSource Wealth Advisors, LLC
INCREASED11,0648,669+2,395+28%$387.8K$467.3K+$79.6K2026-11-04
Prospera Financial Services Inc
UNCHANGED9,7759,77500%$437.2K$377.7K-$59.5K2026-11-04
Park Avenue Securities LLC
INCREASED9,4329,260+172+2%$414.0K$398-$413.6K2026-10-26
Cranbrook Wealth Management, LLC
UNCHANGED8,1738,17300%$365.6K$345.2K-$20.4K2026-10-28
Ashton Thomas Private Wealth, LLC
NEW8,033—+8,033——$339.3K—2026-11-03
LFA - Lugano Financial Advisors SA
UNCHANGED2,1002,10000%$93.9K$88.7K-$5.2K2026-11-03
Harbor Asset Planning, Inc.
INCREASED2,0412,030+11+1%$90.8K$86.2K-$4.6K2026-10-23
Golden State Wealth Management, LLC
DECREASED1,4682,363-895-38%$105.7K$62.0K-$43.7K2026-11-02
Triumph Capital Management
UNCHANGED70070000%$31.3K$29.6K-$1.7K2026-10-14
Fifth Third Bancorp
NEW597—+597——$25.2K—2026-11-05
Whipplewood Advisors, LLC
UNCHANGED35835800%$16.0K$15.1K-$8912026-10-20
Assetmark, Inc
UNCHANGED30330300%$13.6K$12.8K-$7542026-10-21
Ashton Thomas Securities, LLC
NEW48—+48——$2.0K—2026-10-26
Tiaa-Cref Individual & Institutional Services, LLC
N/A—697,766-697,766-100%$31.2M———
Wells Fargo & Company
N/A—518,557-518,557-100%$23.2M———
Morgan Stanley
N/A—410,259-410,259-100%$18.4M———
Bank of America Corp
N/A—389,928-389,928-100%$17.4M———
Coldstream Capital Management Inc
N/A—299,834-299,834-100%$13.4M———
Vertex Planning Partners, LLC
N/A—213,736-213,736-100%$9.6M———
Envestnet Asset Management Inc
N/A—135,156-135,156-100%$6.0M———
Cetera Investment Advisers
N/A—118,228-118,228-100%$5.3M———
Forefront Analytics, LLC
N/A—58,203-58,203-100%$2.6M———
Ameriprise Financial Inc
N/A—40,464-40,464-100%$1.8M———
Scotia Capital Inc.
N/A—40,224-40,224-100%$1.8M———
UBS Group AG
N/A—31,560-31,560-100%$1.4M———
Osaic Holdings, Inc.
N/A—30,230-30,230-100%$1.4M———
Tiaa Trust, National Association
N/A—17,241-17,241-100%$771.2K———
Wharton Business Group, LLC
N/A—15,865-15,865-100%$709.6K———
Raymond James Financial Inc
N/A—15,255-15,255-100%$682.4K———
Global Retirement Partners, LLC
N/A—14,359-14,359-100%$642.3K———
MML Investors Services, LLC
N/A—12,246-12,246-100%$547.8K———
Blair William & Co
N/A—11,506-11,506-100%$514.7K———
Advisory Services Network, LLC
N/A—11,286-11,286-100%$504.8K———
HighTower Advisors, LLC
N/A—8,914-8,914-100%$398.7K———
Old Mission Capital LLC
N/A—6,621-6,621-100%$296.2K———
Citadel Advisors LLC
N/A—4,720-4,720-100%$211.1K———
Gladstone Institutional Advisory LLC
N/A—4,699-4,699-100%$210.2K———
Invst, LLC
N/A—4,674-4,674-100%$209.1K———
Royal Bank of Canada
N/A—4,314-4,314-100%$193.0K———
Fiduciary Financial Advisors
N/A—3,207-3,207-100%$143.5K———
Bank of Montreal
N/A—3,000-3,000-100%$134.2K———
Northwestern Mutual Wealth Management Co
N/A—1,641-1,641-100%$73.4K———
AE Wealth Management LLC
N/A—1,434-1,434-100%$64.1K———
FMR LLC
N/A—1,121-1,121-100%$50.1K———
Steward Partners Investment Advisory, LLC
N/A—716-716-100%$32.0K———
Strategic Wealth Partners, Ltd.
N/A—614-614-100%$27.5K———
National Bank of Canada
N/A—212-212-100%$9.5K———
Jones Financial Companies Lllp
N/A—128-128-100%$5.6K———
Showing 57 of 57 institutions