Skip to content
Disclosery

HEFA ISHARES TR

Follow

SHS (fund)

521 managers (527 13F filers) reported a position in HEFA shares at 2025-03-31, 197,199,769 shares in all. 133 filers opened a position and 34 filers sold out during the quarter.

Managers
521
13F filers
527
New
133
Added
222
Reduced
96
Sold out
34
Shares held by filers
197,199,769

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Certus Wealth Management, LLC40,808$1.53M1.04%+32,46613F-HRTimeline
Sovran Advisors, LLC44,560$1.53M0.2%+23,91613F-HRTimeline
WealthShield Partners, LLC41,989$1.52M0.2%+36,19613F-HRTimeline
Synergy Investment Management, LLC41,816$1.52M0.63%+34,92913F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC41,299$1.5M0.87%+19,10713F-HRTimeline
Apex Wealth Management, LLC40,850$1.48M1.33%-4,59813F-HRTimeline
Summit Financial, LLC40,786$1.48M0.04%new13F-HRTimeline
Clearstead Advisors, LLC40,134$1.46M0.02%new13F-HRTimeline
TRUE Private Wealth Advisors40,120$1.46M0.18%-39,41013F-HRTimeline
CW Advisors, LLC39,576$1.44M0.02%new13F-HRTimeline
SWMG, LLC39,994$1.43M0.57%new13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…39,330$1.43M0.28%new13F-HRTimelineGroup
Wealth Preservation Advisors, LLC39,259$1.42M1.02%13F-HRTimeline
Hobbs Wealth Management, LLC38,448$1.4M1.55%new13F-HR/ATimeline
Firestone Capital Management38,374$1.39M0.37%-68313F-HRTimeline
Disciplined Investors, L.L.C.38,359$1.39M1.26%+5,58313F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC38,032$1.38M0.35%+7,20313F-HRTimelineGroup
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …37,738$1.37M0.04%-7,06213F-HR/ATimelineGroup
MRWM Advisors, LLC37,637$1.37M0.95%-30,93213F-HRTimeline
Dynamic Advisor Solutions LLC37,597$1.36M0.04%+913F-HRTimeline
WCG Wealth Advisors LLC37,474$1.36M0.1%+27,20713F-HR/ATimeline
Maia Wealth LLC39,587$1.34M0.3%new13F-HRTimeline
Cobblestone Asset Management LLC36,807$1.34M0.78%new13F-HRTimeline
Maltin Wealth Management, Inc.36,453$1.32M0.62%-5813F-HRTimeline
Quadrant Private Wealth Management, LLC36,375$1.32M0.33%new13F-HRTimeline
Burns Matteson Capital Management, LLC35,922$1.3M0.7%+3,11113F-HRTimeline
Mayflower Financial Advisors, LLC35,718$1.3M0.2%new13F-HRTimeline
Elequin Capital, LP35,458$1.29M0.24%new13F-HRTimeline
EHRLICH FINANCIAL GROUP35,389$1.28M0.94%+29,25613F-HRTimeline
Bay Harbor Wealth Management, LLC35,291$1.28M0.41%+35,20713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …34,907$1.27M0.03%+99713F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC34,807$1.26M0.01%+23,74413F-HRTimeline
Federation des caisses Desjardins du Qu…34,699$1.26M0.01%+29,04013F-HRTimeline
Trinity Wealth Management, LLC34,456$1.25M0.57%+52513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC33,788$1.23M0.05%+32,24113F-HRTimelineGroup
ONE WEALTH CAPITAL MANAGEMENT, LLC33,429$1.21M0.65%+23,39213F-HRTimeline
Gen-Wealth Partners Inc33,227$1.21M0.5%+24,20113F-HRTimeline
CENTAURUS FINANCIAL, INC.32,802$1.19M0.07%+3,94913F-HRTimeline
Focus Financial Network, Inc.32,460$1.18M0.05%new13F-HRTimeline
M1 Capital Management LLC32,425$1.18M0.74%new13F-HRTimeline
SigFig Wealth Management, LLC32,175$1.18M0.04%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/31,201$1.13M<0.01%+69313F-HRTimelineGroup
D. SCOTT NEAL, INC.30,711$1.11M0.62%+1,04613F-HRTimeline
Keystone Wealth Services, LLC30,521$1.11M0.3%-1,18213F-HRTimeline
Valmark Advisers, Inc.30,454$1.11M0.02%+65713F-HRTimeline
Braun-Bostich & Associates Inc.30,340$1.1M0.81%new13F-HRTimeline
LexAurum Advisors, LLC30,319$1.1M0.21%+1,51113F-HRTimeline
Sage Mountain Advisors LLC29,155$1.06M0.08%+44313F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC29,148$1.06M0.43%-63613F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC28,703$1.04M0.18%013F-HRTimeline
Savvy Advisors, Inc.28,089$1.02M0.1%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC27,816$1.01M0.06%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP27,667$1M<0.01%-31,57813F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO26,999$980K0.02%-10013F-HRTimeline
Kathleen S. Wright Associates Inc.26,850$974K0.4%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC26,789$972K0.03%+5,90813F-HRTimeline
OneAscent Wealth Management LLCin group OneAscent Financial Services …26,261$953K0.41%+12,60813F-HRTimelineGroup
True Vision MN LLC26,078$946K0.57%new13F-HRTimeline
Gladstone Institutional Advisory LLC25,241$916K0.04%+1,72113F-HRTimeline
Sequoia Financial Advisors, LLC24,996$907K0.01%+3,83013F-HRTimeline
Hobbs Group Advisors, LLC24,849$902K0.34%+1,09613F-HRTimeline
Cedar Wealth Management, LLC24,812$900K0.32%013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC24,798$900K0.43%new13F-HRTimeline
Kingsview Wealth Management, LLC24,393$885K0.02%+5713F-HRTimeline
Lifelong Wealth Advisors, Inc.24,107$875K0.41%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.23,870$866K<0.01%+22,52113F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC25,045$862K0.39%new13F-HRTimeline
World Investment Advisors23,451$851K0.02%+7,28113F-HRTimeline
5T Wealth, LLC23,311$846K0.48%+13,14713F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.23,155$840K0.46%new13F-HRTimeline
Creative Planningin group Creative Planning22,757$826K<0.01%-5,74613F-HRTimelineGroup
Barnes Wealth Management Group, Inc22,666$823K0.53%new13F-HRTimeline
Tradition Wealth Management, LLC22,585$820K0.07%new13F-HRTimeline
Choate Investment Advisors22,056$800K0.02%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC22,760$791K0.02%+65013F-HRTimelineGroup
Merkkuri Wealth Advisors LLC21,793$791K0.68%+3,64813F-HRTimeline
Lantz Financial LLC21,440$778K0.21%+13,90113F-HRTimeline
Hoxton Planning & Management, LLC21,389$776K0.3%new13F-HRTimeline
Summit Investment Advisory Services, LLC21,095$766K0.38%-2,98813F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC21,090$765K0.07%new13F-HR/ATimeline
FMR LLCin group FMR LLC20,967$761K<0.01%+5,53313F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.20,555$746K<0.01%+11,03913F-HRTimelineGroup
FORTE CAPITAL LLC /ADV19,608$712K0.08%013F-HRTimeline
Sowell Financial Services LLC19,541$709K0.03%+1,48713F-HRTimeline
Park Square Financial Group, LLC19,454$706K0.56%-7,86913F-HRTimeline
Copperleaf Capital, LLC19,433$705K0.42%new13F-HRTimeline
ROMAN BUTLER FULLERTON & CO20,179$694K0.27%+3,43413F-HRTimeline
OLD NATIONAL BANCORP /IN/18,898$686K0.02%013F-HRTimeline
McNaughton Wealth Management, LLC18,375$667K0.32%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV18,213$661K<0.01%-99213F-HRTimeline
Retirement Wealth Solutions LLC18,193$660K0.53%+10,53113F-HRTimeline
Berkeley, Inc18,158$659K0.31%-1,00013F-HRTimeline
Family Investment Center, Inc.17,782$645K0.16%-1,70513F-HRTimeline
IFG Advisory, LLC17,758$644K0.04%new13F-HRTimeline
Gateway Wealth Partners, LLC17,682$642K0.14%new13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC17,345$629K0.08%new13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC17,304$628K0.06%new13F-HR/ATimeline
NWAM LLC17,141$622K0.05%+7,23113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…16,497$599K0.02%+2,05313F-HRTimelineGroup
GRIES FINANCIAL LLC16,489$598K0.12%-79,46113F-HRTimeline
My Legacy Advisors, LLC16,379$594K0.23%new13F-HRTimeline
Robertson Stephens Wealth Management, L…16,280$591K0.02%+4,87613F-HRTimeline
Prospera Financial Services Inc16,259$591K0.01%-1,48813F-HRTimeline
ROVIN CAPITAL /UT/ /ADV16,195$588K0.19%-34613F-HRTimeline
SWP FINANCIAL LLC16,194$588K0.36%new13F-HRTimeline
Simplicity Wealth,LLC16,138$586K0.05%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC16,023$581K0.03%new13F-HRTimeline
M Wealth Management, LLC15,842$575K0.54%013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…15,490$562K0.1%+37413F-HRTimeline
Arkadios Wealth Advisors15,454$561K0.02%+3,98113F-HRTimeline
FIRST AMERICAN TRUST, FSB15,386$558K0.05%-39213F-HRTimeline
BridgePort Financial Solutions, LLC15,375$558K0.25%+3,46213F-HRTimeline
M&T Bank Corpin group M&T Bank Corp15,230$553K<0.01%-3013F-HRTimelineGroup
MATHER GROUP, LLC.15,184$551K0.01%+2,76113F-HRTimeline
Davis Wealth Advisors, LLC15,093$548K0.62%new13F-HRTimeline
Aspen Grove Capital, LLC15,025$545K0.1%013F-HRTimeline
THEORY FINANCIAL LLC14,932$542K0.23%new13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC14,810$537K0.07%+2,50013F-HRTimeline
Nova Wealth Management, Inc.14,667$532K0.46%-4,11813F-HR/ATimeline
CLIENT 1ST ADVISORY GROUP, LLC14,651$532K0.21%-2,08313F-HRTimeline
IFP Advisors, Inc14,639$531K0.02%+6,26713F-HRTimeline
HEADINVEST, LLC14,580$529K0.1%013F-HRTimeline
CoreCap Advisors, LLC14,463$525K0.02%+11,65113F-HRTimeline
Impact Capital Partners LLC14,400$523K0.19%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC14,076$511K0.02%+2,17113F-HRTimelineGroup
Hamilton Wealth, LLC13,713$498K0.12%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC13,657$496K<0.01%+1,92813F-HRTimelineGroup
WEALTHGARDEN F.S. LLC13,491$490K0.47%new13F-HRTimeline
BUSH INVESTMENT GROUP, LLC13,376$485K0.37%new13F-HRTimeline
EP Wealth Advisors, LLC13,364$485K<0.01%-23513F-HRTimeline
Cannon Wealth Management Services, LLC13,107$480K0.43%-54613F-HRTimeline
Interchange Capital Partners, LLC12,866$467K0.13%new13F-HRTimeline
Bestgate Wealth Advisors, LLC12,848$466K0.97%-2913F-HRTimeline
Concorde Asset Management, LLC13,502$466K0.25%+16913F-HRTimeline
ProVise Management Group, LLC12,697$461K0.04%+1,01813F-HRTimeline
SYNOVUS FINANCIAL CORP12,640$459K0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC12,572$456K0.11%-24513F-HRTimeline
Turning Point Benefit Group, Inc.14,061$456K0.43%-11,98713F-HRTimeline
RCS Financial Planning, LLC12,532$455K0.24%new13F-HRTimeline
Saxony Capital Management, LLC12,385$449K0.39%-7,08013F-HRTimeline
JPL Wealth Management, LLC12,226$444K0.13%+11613F-HR/ATimeline
Shared Vision Wealth Group LLC12,149$441K0.24%new13F-HRTimeline
Canopy Partners, LLC11,970$434K0.17%013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC11,857$430K0.17%+1,97413F-HRTimeline
Western Wealth Management, LLC11,707$425K0.03%+1,79113F-HRTimeline
Allie Family Office LLC11,692$424K0.23%+4,08513F-HRTimeline
CARDIFF PARK ADVISORS, LLC11,582$420K0.04%013F-HRTimeline
Compass Ion Advisors, LLC11,527$418K0.05%013F-HRTimeline
Quantinno Capital Management LP11,479$417K<0.01%-4413F-HRTimeline
BLALOCK WILLIAMS, LLC11,474$416K0.47%new13F-HRTimeline
DIVERSIFIED TRUST CO11,459$416K0.01%013F-HRTimeline
Commonwealth Retirement Investments LLC11,459$416K0.17%new13F-HRTimeline
KPP Advisory Services LLC11,360$412K0.08%new13F-HRTimeline
Ameliora Wealth Management Ltd.11,311$410K0.15%013F-HRTimeline
Tandem Investment Partners LLC11,300$410K0.41%-90013F-HRTimeline
Glass Jacobson Investment Advisors llc11,367$395K0.13%013F-HRTimeline
LifePlan Investment Advisors, Inc.10,619$385K0.22%new13F-HRTimeline
Clear Creek Financial Management, LLC10,463$380K0.04%new13F-HRTimeline
Venturi Wealth Management, LLC10,414$378K0.02%+10,15613F-HRTimeline
SMITH, MOORE & CO.10,373$376K0.03%-5,64113F-HRTimeline
McKinley Carter Wealth Services, Inc.10,351$376K0.02%-2,59413F-HRTimeline
Patton Albertson Miller Group, LLC10,335$375K0.06%013F-HR/ATimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC10,101$367K0.01%013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …10,170$366K0.02%+3,43213F-HRTimelineGroup
Evanson Asset Management, LLC9,831$357K0.03%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP9,787$355K0.01%013F-HRTimeline
Redwood Financial Network Corp9,500$345K0.26%+1,41813F-HRTimeline
WealthPLAN Partners, LLC9,380$340K0.05%new13F-HRTimeline
Milestone Asset Management Group, LLC9,328$339K0.31%-93913F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA9,268$336K<0.01%013F-HRTimelineGroup
Financial Advocates Investment Manageme…9,180$333K0.02%new13F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC9,131$331K0.02%013F-HRTimeline
SUTTON PLACE INVESTORS LLC9,076$329K0.22%new13F-HRTimeline
Sovereign Financial Group, Inc.9,065$329K0.08%new13F-HRTimeline
FULLCIRCLE WEALTH LLC9,160$328K0.14%new13F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding9,028$328K-500Timeline
Capital Advisors, Ltd. LLC9,019$327K0.04%-2,17413F-HRTimeline
Clearwater Capital Advisors, LLC8,980$326K0.03%013F-HRTimeline
Spectrum Planning & Advisory Services I…8,839$321K0.27%new13F-HRTimeline
Raleigh Capital Management Inc.8,685$315K0.14%new13F-HRTimeline
W ADVISORS, LLC8,446$307K0.19%new13F-HRTimeline
Leo Wealth, LLC8,271$300K0.04%013F-HRTimeline
Chesley Taft & Associates LLC8,214$298K0.01%new13F-HRTimeline
Patriot Financial Group Insurance Agenc…8,113$294K0.04%new13F-HRTimeline
Heritage Wealth Advisors8,103$294K0.01%013F-HRTimeline
MGO ONE SEVEN LLC8,082$293K0.01%+2,13213F-HRTimeline
SIMA Wealth Partners, LLC7,966$289K0.24%-13213F-HRTimeline
Fisher Asset Management, LLC7,933$288K<0.01%new13F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…7,709$280K0.11%+68813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…7,797$275K<0.01%-59,47813F-HR/ATimelineGroup
Golden State Wealth Management, LLC7,545$274K0.04%+5,30413F-HR/ATimeline
Aspire Private Capital, LLC7,504$272K0.07%new13F-HRTimeline
Opes Wealth Management LLC7,452$270K0.05%013F-HRTimeline
Accelerate Investment Advisors LLC7,418$269K0.23%new13F-HRTimeline
Yukon Wealth Management, Inc.7,410$269K0.11%13F-HRTimeline
Chicago Partners Investment Group LLC7,278$267K0.01%013F-HRTimeline
FFG RETIREMENT ADVISORS LLC7,286$264K0.18%new13F-HRTimeline
PKS Advisory Services, LLC7,098$258K0.07%-2,55313F-HRTimeline
Richardson Capital Management LLC7,053$256K0.16%+2,26713F-HRTimeline
Clearview Wealth Advisors LLC6,984$253K0.19%new13F-HRTimeline