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Disclosery

HEFA ISHARES TR

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SHS (fund)

455 managers (461 13F filers) reported a position in HEFA shares at 2025-06-30, 148,734,519 shares in all. 40 filers opened a position and 105 filers sold out during the quarter.

Managers
455
13F filers
461
New
40
Added
102
Reduced
241
Sold out
105
Shares held by filers
148,734,519

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Beaird Harris Wealth Management, LLC922$35K<0.01%-5413F-HRTimeline
Avion Wealth854$32K0.01%013F-HR/ATimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC848$32K<0.01%013F-HRTimelineGroup
LGT Financial Advisors LLC816$31K0.08%-3,07813F-HRTimeline
HAZLETT, BURT & WATSON, INC.773$29K0.01%+3013F-HRTimeline
Frazier Financial Advisors, LLC728$27.6K0.02%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC718$27.3K<0.01%-20,37213F-HR/ATimeline
Rosenberg Matthew Hamilton577$21.9K0.01%-16713F-HRTimeline
Bogart Wealth, LLC546$20.7K<0.01%-6513F-HRTimeline
Hemington Wealth Management500$18K<0.01%new13F-HRTimeline
Larson Financial Group LLC458$17.4K<0.01%+43413F-HRTimeline
Realta Investment Advisors458$17.4K0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.446$16.9K<0.01%13F-HRTimeline
Paladin Advisory Group, LLC435$16.5K0.01%013F-HRTimeline
Wells Financial Advisors INC425$16.1K0.02%013F-HRTimeline
Physician Wealth Advisors, Inc.355$13.5K<0.01%-84,79713F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC353$13.4K<0.01%-77313F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.330$12.5K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC330$12.5K<0.01%+3013F-HRTimeline
Rossby Financial, LCC314$11.9K<0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.286$10.9K0.03%013F-HRTimeline
Team Financial Group, LLC273$10.4K0.01%new13F-HRTimeline
Harbor Asset Planning, Inc.259$9.85K0.01%13F-HRTimeline
Cape Investment Advisory, Inc.253$9.6K<0.01%-1,55613F-HRTimeline
AlphaCore Capital LLC196$7.42K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…192$7.31K<0.01%013F-HRTimeline
Smithfield Trust Co176$7K<0.01%013F-HRTimeline
SIGNATUREFD, LLC178$6.76K<0.01%013F-HRTimeline
Park Place Capital Corp177$6.7K<0.01%-1,66113F-HRTimeline
Sound Income Strategies, LLC153$5.82K<0.01%-25913F-HRTimeline
Archer Investment Corp143$5.43K<0.01%013F-HRTimeline
Crewe Advisors LLC141$5.35K<0.01%new13F-HRTimeline
Beacon Capital Management, LLC122$4.63K<0.01%013F-HRTimeline
Tidemark, LLC115$4.38K<0.01%-14713F-HRTimeline
Kiker Wealth Management, LLC114$4.33K<0.01%013F-HRTimeline
SYM FINANCIAL Corp101$3.82K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC83$3.15K<0.01%013F-HRTimeline
TSFG, LLC92$3K<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC77$2.92K<0.01%-35,21413F-HRTimeline
Bell Investment Advisors, Inc70$2.66K<0.01%-1,20213F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …57$2.16K<0.01%13F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC40$1.55K<0.01%-25,00513F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC37$1.41K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.37$1.29K<0.01%-8713F-HRTimeline
Raleigh Capital Management Inc.33$1.25K<0.01%-8,65213F-HRTimeline
CENTRAL TRUST Co32$1.22K<0.01%013F-HRTimeline
Midwest Capital Advisors, LLC31$1.18K<0.01%-14713F-HRTimeline
North Capital, Inc.31$1.18K<0.01%013F-HRTimeline
AFFINITY WEALTH LLC20$759<0.01%013F-HRTimeline
EPG Wealth Management LLC17$645<0.01%013F-HRTimeline
New Republic Capital, LLC14$531<0.01%-1,72013F-HRTimeline
HOWE & RUSLING INC7$266<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…0$13<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.
Semmax Financial Advisors Inc.0$12<0.01%-4,28913F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.