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Disclosery

HEFA ISHARES TR

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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
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth6,944$252K<0.01%-2,75313F-HRTimelineGroup
City State Bank6,900$250K0.08%013F-HRTimeline
Wealthfront Advisers LLC6,888$250K<0.01%new13F-HRTimeline
Optivise Advisory Services LLC6,866$249K0.14%-53413F-HRTimeline
Hutchens & Kramer Investment Management…6,836$248K0.14%new13F-HRTimeline
SIERRA OCEAN, LLC6,725$247K0.2%-12313F-HRTimeline
HARBOUR INVESTMENTS, INC.6,799$247K0.01%+4,30113F-HRTimeline
Affinity Capital Advisors, LLC7,300$246K0.05%new13F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK6,655$242K0.04%013F-HR/ATimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC6,605$240K0.02%+28513F-HR/ATimeline
WealthTrak Capital Management LLC6,546$238K0.2%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC6,531$237K<0.01%+20813F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC6,456$234K<0.01%new13F-HRTimelineGroup
Modera Wealth Management, LLC6,359$231K<0.01%new13F-HRTimeline
Almanack Investment Partners, LLC.6,213$225K0.04%013F-HRTimeline
Glenview Trust Co6,210$225K<0.01%-1,27013F-HR/ATimeline
Lion Street Advisors, LLC6,155$223K0.07%-3,70713F-HRTimeline
Compound Planning, Inc.6,033$219K0.01%new13F-HRTimeline
Curtis Advisory Group, LLC5,933$215K0.06%013F-HRTimeline
Schechter Investment Advisors, LLC5,889$214K0.02%new13F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC5,853$212K<0.01%+3013F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC5,792$210K<0.01%-1,78013F-HR/ATimelineGroup
LongView Wealth Management5,709$207K0.06%new13F-HRTimeline
RWA WEALTH PARTNERS, LLC5,690$206K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5,674$206K0.02%+3,98913F-HRTimeline
Lifeworks Advisors, LLC5,670$206K0.03%new13F-HRTimeline
EQ LLC5,639$205K0.1%new13F-HRTimeline
Beacon Financial Advisory LLC5,595$203K0.06%new13F-HRTimeline
Parallel Advisors, LLC5,518$200K<0.01%+85913F-HRTimeline
Brooklyn Investment Group5,352$194K0.04%+1,49313F-HRTimeline
PRIVATE TRUST CO NA4,917$178K0.02%+1,37113F-HRTimeline
Aptus Capital Advisors, LLC4,795$174K<0.01%+51213F-HRTimeline
Tortoise Investment Management, LLC4,767$173K0.02%013F-HR/ATimeline
GeoWealth Management, LLC4,386$159K0.01%+3,97613F-HRTimeline
Semmax Financial Advisors Inc.4,289$158K0.04%+4,28813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,231$154K0.01%+2,97713F-HRTimelineGroup
LGT Financial Advisors LLC3,894$141K0.43%+3,27313F-HRTimeline
Headlands Technologies LLC3,517$128K0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,937$126K<0.01%-1513F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO3,189$116K<0.01%013F-HRTimelineGroup
WHITTIER TRUST CO3,099$112K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC2,997$109K0.03%-5713F-HRTimeline
SVB WEALTH LLC2,250$81.7K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,231$81K<0.01%+2,13413F-HRTimelineGroup
Northwest Capital Management Inc1,885$68.4K0.03%-54413F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…1,860$67.5K<0.01%13F-HRTimeline
Park Place Capital Corp1,838$66.7K0.02%-13813F-HRTimeline
Cape Investment Advisory, Inc.1,809$65.6K0.03%+1,50313F-HRTimeline
New Republic Capital, LLC1,734$62.9K0.03%+1,71613F-HRTimeline
LANARK FINANCIAL, INC.1,713$62K0.01%+1,71213F-HRTimeline
Allworth Financial LP1,652$58.7K<0.01%-27313F-HRTimeline
ZynergyRetirementPlanningLLC1,657$57.6K0.04%013F-HRTimeline
Parkside Financial Bank & Trust1,559$56.6K0.01%013F-HRTimeline
Noble Wealth Management PBC1,500$54.4K0.04%013F-HRTimeline
Continuum Advisory, LLC1,427$51.8K0.01%new13F-HRTimeline
ORG Partners LLC1,404$51K0.01%+73913F-HRTimeline
Bell Investment Advisors, Inc1,272$46.2K0.01%013F-HRTimeline
Global Financial Private Client, LLC1,251$45.4K0.02%new13F-HRTimeline
Sandy Spring Bank1,240$45K<0.01%013F-HRTimeline
Friedenthal Financial1,201$43.6K0.03%+1,19113F-HRTimeline
Smartleaf Asset Management LLC1,187$43.4K<0.01%new13F-HRTimeline
Bellwether Advisors, LLC1,184$43K0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,126$40.9K<0.01%+52913F-HRTimeline
HM PAYSON & CO1,063$38.6K<0.01%new13F-HRTimeline
Beaird Harris Wealth Management, LLC976$35.4K<0.01%+5413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC848$31K<0.01%013F-HRTimelineGroup
Avion Wealth854$29K0.01%013F-HRTimeline
NorthRock Partners, LLC797$28.9K<0.01%+14413F-HRTimeline
Transce3nd, LLC783$28.4K0.01%new13F-HRTimeline
Rosenberg Matthew Hamilton744$27K0.01%-47613F-HRTimeline
HAZLETT, BURT & WATSON, INC.743$27K0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC728$26.4K0.02%013F-HRTimeline
Collier Financial689$25K0.02%-5213F-HRTimeline
Bogart Wealth, LLC611$22.2K<0.01%+27313F-HRTimeline
Capital A Wealth Management, LLC605$22K0.02%+52213F-HRTimeline
Realta Investment Advisors458$16.6K0.01%013F-HRTimeline
Paladin Advisory Group, LLC435$15.8K0.01%013F-HRTimeline
Wells Financial Advisors INC425$15.4K0.02%013F-HRTimeline
Sound Income Strategies, LLC412$14.9K<0.01%-61113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC405$14.7K<0.01%-17913F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.330$12K<0.01%new13F-HRTimeline
Rossby Financial, LCC314$11.2K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC300$10.9K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB290$10.5K<0.01%new13F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.286$10.4K0.04%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.283$10K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Tidemark, LLC262$9.51K<0.01%-36413F-HRTimeline
PSI Advisors, LLC198$7.18K<0.01%new13F-HRTimeline
AlphaCore Capital LLC196$7.1K<0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…192$7K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp191$6.93K0.01%new13F-HRTimeline
HOEY INVESTMENTS, INC186$6.75K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC178$6.46K<0.01%013F-HRTimeline
Midwest Capital Advisors, LLC178$6.46K<0.01%013F-HRTimeline
Investors Research Corp170$6.17K<0.01%013F-HRTimeline
Smithfield Trust Co176$6K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.159$5.77K0.01%new13F-HRTimeline
Archer Investment Corp143$5.19K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC127$4.61K<0.01%+11813F-HRTimeline
Sunbelt Securities, Inc.124$4.5K<0.01%+8713F-HRTimeline
Beacon Capital Management, LLC122$4.43K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd120$4.36K<0.01%new13F-HRTimeline
Kiker Wealth Management, LLC114$4.14K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC83$3.01K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.59$2.14K<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …57$2.07K<0.01%13F-HRTimelineGroup
Plante Moran Financial Advisors, LLC49$1.78K<0.01%-10613F-HRTimeline
TUCKER ASSET MANAGEMENT LLC47$1.71K<0.01%-1513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…37$1.34K<0.01%013F-HRTimelineGroup
CENTRAL TRUST Co32$1.16K<0.01%013F-HRTimeline
North Capital, Inc.31$1.12K<0.01%13F-HRTimeline
Morton Brown Family Wealth, LLC28$1.02K<0.01%013F-HRTimeline
Larson Financial Group LLC24$871<0.01%+1613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…20$726<0.01%-2913F-HRTimelineGroup
AFFINITY WEALTH LLC20$726<0.01%013F-HRTimeline
EPG Wealth Management LLC17$617<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.16$581<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB10$363<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…0$13<0.01%new13F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-77,86113F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Demars Financial Group, LLC245,139$6.75K+10,40313F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.