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Disclosery

HEFA ISHARES TR

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SHS (fund)

425 managers (430 13F filers) reported a position in HEFA shares at 2024-12-31, 143,895,334 shares in all. 45 filers opened a position and 39 filers sold out during the quarter.

Managers
425
13F filers
430
New
45
Added
154
Reduced
132
Sold out
39
Shares held by filers
143,895,334

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
OLIVER LAGORE VANVALIN INVESTMENT GROUP83$2.88K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC83$2.88K<0.01%13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC62$2.15K<0.01%-50113F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …57$1.98K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…49$1.7K<0.01%+4213F-HRTimelineGroup
Element Wealth, LLC44$1.51K<0.01%+113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…37$1.29K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.37$1.28K<0.01%013F-HRTimeline
CENTRAL TRUST Co32$1.11K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC28$973<0.01%013F-HRTimeline
FPC INVESTMENT ADVISORY, INC.23$838<0.01%013F-HRTimeline
AFFINITY WEALTH LLC20$695<0.01%13F-HRTimeline
Indiana Trust & Investment Management Co18$626<0.01%013F-HRTimeline
New Republic Capital, LLC18$626<0.01%013F-HRTimeline
EPG Wealth Management LLC17$591<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.16$556<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB10$348<0.01%new13F-HRTimeline
Friedenthal Financial10$348<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC9$313<0.01%013F-HRTimeline
Larson Financial Group LLC8$278<0.01%new13F-HRTimeline
Abound Wealth Management5$177<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS3$104<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.1$590.01%-1,71213F-HRTimeline
Semmax Financial Advisors Inc.1$26<0.01%013F-HRTimeline
Demars Financial Group, LLC234,736$6.75K+56,45913F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.