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HEFA ISHARES TR

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SHS (fund)

420 managers (426 13F filers) reported a position in HEFA shares at 2025-09-30, 143,047,128 shares in all. 36 filers opened a position and 65 filers sold out during the quarter.

Managers
420
13F filers
426
New
36
Added
140
Reduced
178
Sold out
65
Shares held by filers
143,047,128

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Tidemark, LLC99$3.92K<0.01%-1613F-HRTimeline
JFS WEALTH ADVISORS, LLC83$3.29K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB61$2.42K<0.01%new13F-HR/ATimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …57$2.26K<0.01%13F-HRTimelineGroup
Crewe Advisors LLC53$2.1K<0.01%-8813F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC39$1.54K<0.01%-1,12113F-HRTimeline
Raleigh Capital Management Inc.34$1.33K<0.01%+113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…33$1.31K<0.01%-1,55613F-HRTimelineGroup
North Capital, Inc.32$1.27K<0.01%+113F-HRTimeline
Root Financial Partners, LLC31$1.23K<0.01%new13F-HRTimeline
Midwest Capital Advisors, LLC31$1.23K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.23$911<0.01%-1,39513F-HRTimelineGroup
Abich Financial Wealth Management LLC22$871<0.01%13F-HRTimeline
WFA of San Diego, LLC19$753<0.01%new13F-HRTimeline
EPG Wealth Management LLC17$673<0.01%013F-HRTimeline
Qube Research & Technologies Ltd15$594<0.01%-5,06613F-HRTimeline
Provident Wealth Management, LLC12$475<0.01%new13F-HRTimeline
Lowe Wealth Advisors, LLC11$436<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC0$15<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…0$14<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.