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Disclosery

HEFA ISHARES TR

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SHS (fund)

441 managers (454 13F filers) reported a position in HEFA shares at 2026-06-30, 134,217,003 shares in all. 48 filers opened a position and 27 filers sold out during the quarter.

Managers
441
13F filers
454
New
48
Added
123
Reduced
172
Sold out
27
Shares held by filers
134,217,003

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Capital Advisor Network LLC255$12K0.01%-2413F-HRTimeline
Godfrey Financial Associates, Inc.253$11.9K0.01%013F-HRTimeline
Sunrise Financial Services, LLC245$11.5K0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC220$10.3K<0.01%new13F-HRTimeline
AlphaCore Capital LLC203$9.5K<0.01%013F-HRTimeline
WealthShield Partners, LLC197$9.24K<0.01%-31313F-HRTimeline
WOLFF WIESE MAGANA LLC192$9.01K<0.01%013F-HRTimeline
Larson Financial Group LLC182$8.54K<0.01%013F-HRTimeline
Smithfield Trust Co176$8K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.169$7.93K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.163$7.65K<0.01%new13F-HRTimeline
SOFI WEALTH, LLC155$7.28K<0.01%-8213F-HRTimeline
COUNTRY TRUST BANK143$6.71K<0.01%new13F-HRTimeline
Lloyd Advisory Services, LLC.137$6.43K<0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC126$5.91K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC121$5.68K<0.01%013F-HRTimeline
Asset Dedication, LLC97$4.57K<0.01%013F-HRTimeline
NorthAvenue LLC97$4.57K<0.01%013F-HRTimeline
Networth Advisors, LLC97$4.55K<0.01%-1713F-HRTimeline
Tidemark, LLC86$4.03K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC83$3.9K<0.01%013F-HRTimeline
Spectrum Wealth Advisory Group, LLC77$3.61K<0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB61$2.86K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …57$2.67K<0.01%13F-HRTimelineGroup
Crewe Advisors LLC53$2.49K<0.01%013F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co50$2.31K<0.01%new13F-HRTimeline
Trust Co48$2.23K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC47$2.21K<0.01%-3,44613F-HRTimeline
Financial Management Professionals, Inc.45$2.13K<0.01%new13F-HRTimeline
Rossby Financial, LCC44$2.06K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.41$1.92K<0.01%-9113F-HRTimeline
Raleigh Capital Management Inc.34$1.6K<0.01%013F-HRTimeline
CENTRAL TRUST Co32$1.5K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…28$1.31K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC26$1.22K<0.01%new13F-HRTimeline
Continuum Advisory, LLC22$1.03K<0.01%new13F-HRTimeline
Commonwealth Retirement Investments LLC20$939<0.01%new13F-HRTimeline
EPG Wealth Management LLC17$798<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…16$751<0.01%new13F-HRTimelineGroup
Provident Wealth Management, LLC12$563<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…0$16<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.