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HEFA ISHARES TR

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SHS (fund)

422 managers (431 13F filers) reported a position in HEFA shares at 2025-12-31, 138,497,378 shares in all. 32 filers opened a position and 40 filers sold out during the quarter.

Managers
422
13F filers
431
New
32
Added
146
Reduced
155
Sold out
40
Shares held by filers
138,497,378

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Cape Investment Advisory, Inc.163$6.74K<0.01%013F-HRTimeline
Commonwealth Retirement Investments LLC162$6.7K<0.01%new13F-HRTimeline
CENTRAL TRUST Co157$6.49K<0.01%013F-HRTimeline
Archer Investment Corp143$5.91K<0.01%013F-HRTimeline
Networth Advisors, LLC114$4.71K<0.01%13F-HRTimeline
SYM FINANCIAL Corp112$4.63K<0.01%new13F-HRTimeline
NorthAvenue LLC97$4.03K<0.01%13F-HRTimeline
Tidemark, LLC86$3.55K<0.01%-1313F-HRTimeline
JFS WEALTH ADVISORS, LLC83$3.43K<0.01%013F-HRTimeline
Birchwood Financial Partners, Inc.71$2.94K<0.01%13F-HRTimeline
Wilmington Savings Fund Society, FSB61$2.52K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …57$2.36K<0.01%013F-HRTimelineGroup
Crewe Advisors LLC53$2.19K<0.01%013F-HRTimeline
Rossby Financial, LCC44$1.82K<0.01%-27013F-HRTimeline
Root Financial Partners, LLC31$1.28K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…28$1.16K<0.01%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC27$1.12K<0.01%-1213F-HRTimeline
WFA of San Diego, LLC19$786<0.01%013F-HRTimeline
EPG Wealth Management LLC17$703<0.01%013F-HRTimeline
GODSEY & GIBB, INC12$497<0.01%new13F-HRTimeline
Provident Wealth Management, LLC12$496<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…0$14<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.