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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
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC50,465,440$1.75B0.34%+3,447,01413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding7,581,448$263M+59,102Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,602,781$195M0.02%+269,65613F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC5,151,152$179M3.82%+341,74813F-HRTimeline
Dynasty Wealth Management, LLC4,461,629$155M2.67%new13F-HRTimeline
Quotient Wealth Partners, LLC4,417,002$153M5.02%+198,60613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…4,277,593$149M1.26%-50,52713F-HRTimelineGroup
LPL Financial LLC3,241,738$113M0.05%+519,36713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,925,627$102M0.01%+14,45513F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA2,791,150$97M0.29%+1,637,00413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,651,293$92.1M0.01%-163,02713F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,605,566$90.5M0.02%+34,46013F-HRTimelineGroup
First Interstate Bank2,512,620$87.3M5.29%+3,66413F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP2,267,240$78.8M2.17%-2,638,25013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP2,061,491$71.6M0.01%+360,25813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,930,981$67.1M0.06%+103,68713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,924,853$66.9M0.02%-130,15713F-HRTimelineGroup
LVW Advisors, LLC1,710,648$59.4M7.28%+23,52013F-HRTimeline
MML INVESTORS SERVICES, LLC1,259,504$43.8M0.15%-141,51713F-HRTimeline
CX Institutional1,233,688$42.9M1.7%+1,045,90913F-HRTimeline
Jordan Park Group LLC1,151,538$40M2.96%+86,95813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,095,270$38.1M0.09%-196,99113F-HR/ATimelineGroup
US BANCORP \DE\in group US BANCORP \DE\944,301$32.8M0.04%-23,51513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC943,410$32.8M0.01%13F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC898,414$31.2M0.05%-77,85913F-HRTimeline
Cetera Investment Advisers877,009$30.5M0.06%+438,49713F-HRTimeline
SACHEM HILL LLC860,307$29.9M6.24%-30813F-HRTimeline
Blankinship & Foster, LLC836,398$29.1M7.15%+16,53813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…703,661$24.5M0.02%+26,55113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…674,806$23.4M0.06%-28313F-HRTimelineGroup
Prime Capital Investment Advisors, LLC628,710$21.8M0.32%-1,201,62513F-HRTimeline
Verde Capital Management594,941$20.7M5.83%+60,57013F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC548,340$19.1M6.49%+12,27613F-HRTimeline
Cambridge Investment Research Advisors,…512,945$17.8M0.06%-631,72313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.504,643$17.5M0.11%+18,07813F-HRTimeline
Valeo Financial Advisors, LLC489,540$17M0.48%013F-HRTimeline
ACT WEALTH MANAGEMENT, LLC479,817$16.7M7.79%new13F-HRTimeline
UBS Group AGin group UBS Group AG477,279$16.6M<0.01%-90,01313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC471,391$16.4M0.03%+12,31313F-HRTimelineGroup
Crumly & Associates Inc.435,761$15.1M4.12%+2,85913F-HRTimeline
CWM, LLCin group CWM, LLC393,634$13.7M0.06%+3,22813F-HRTimelineGroup
BOKF, NAin group BOKF, NA371,151$13M0.22%+88,26613F-HRTimelineGroup
Prasad Wealth Partners, LLC370,577$12.9M4.17%13F-HRTimeline
Modern Wealth Management, LLC358,202$12.4M0.46%new13F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA354,564$12.3M<0.01%+2,43513F-HRTimelineGroup
Denver PWM, LLC353,240$12.3M4.75%new13F-HRTimeline
Clark Wealth Partners346,455$12M9.34%13F-HRTimeline
WESCAP Management Group, Inc.335,857$11.7M2.83%+27,81713F-HRTimeline
Lighthouse Wealth Management Inc.335,224$11.6M10.67%13F-HRTimeline
Meridian Wealth Management, LLC317,564$11M0.52%+43,13813F-HRTimeline
Farther Finance Advisors, LLC311,605$10.8M0.39%-19,62513F-HRTimeline
Csenge Advisory Group308,303$10.7M0.58%-312,64313F-HRTimeline
Exchange Capital Management, Inc.305,939$10.6M1.69%+2,79813F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding299,789$10.4M+5,894Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp283,691$9.86M<0.01%-1,667,65413F-HRTimelineGroup
OneDigital Investment Advisors LLC279,972$9.73M0.11%-11,65713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC275,324$9.55M0.04%+3,86413F-HRTimelineGroup
Avidian Wealth Enterprises, LLC245,280$8.52M0.38%+3,76213F-HRTimeline
Vertex Planning Partners, LLC225,220$7.83M1.73%new13F-HRTimeline
Private Advisor Group, LLC210,632$7.32M0.04%-8,42513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…203,216$7.06M0.16%+10,74213F-HRTimelineGroup
NEPC LLC200,973$6.98M0.19%+8,97613F-HRTimeline
Cypress Capital, LLC189,939$6.6M1.89%-10,08213F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding179,107$6.22M-71,765Timeline
Keystone Financial Group177,006$6.15M0.6%+13,60813F-HRTimeline
PCA Investment Advisory Services Inc.174,176$6.05M2.8%+41,07313F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC173,813$6.04M1.67%-84,29913F-HRTimeline
Strategic Blueprint, LLC171,813$5.97M0.36%-18,35913F-HRTimeline
Global Retirement Partners, LLC168,971$5.87M0.17%+3,76413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC167,817$5.83M0.01%+13,00213F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC167,257$5.81M0.06%+13,47413F-HRTimelineGroup
MCMORGAN & CO LLC163,435$5.68M0.88%+3,75913F-HRTimeline
HighTower Advisors, LLC160,619$5.58M0.01%-96813F-HRTimeline
Cyr Financial Inc.157,003$5.46M4.98%new13F-HRTimeline
Darrow Company, Inc.156,147$5.43M3.15%+16,45413F-HRTimeline
Ifrah Financial Services, Inc.153,256$5.33M1.47%-1,74313F-HRTimeline
Traveka Wealth, LLC149,308$5.19M2.86%-9,90013F-HRTimeline
Atria Wealth Solutions, Inc.143,993$5M0.05%-11,24113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…137,145$4.77M0.01%-4,72413F-HR/ATimeline
MA Private Wealth137,015$4.76M0.89%+7,68413F-HRTimeline
Summit Asset Management, LLC136,474$4.74M0.83%+117,23813F-HRTimeline
RFG Advisory, LLC136,170$4.73M0.13%-15,62813F-HRTimeline
Mutual Advisors, LLC132,976$4.69M0.14%+2,66213F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC125,886$4.37M0.4%+85713F-HRTimelineGroup
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …123,888$4.31M2.52%-32,77213F-HRTimeline
WT Wealth Management123,629$4.3M1.35%+1,92613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP123,413$4.29M<0.01%-39,18413F-HRTimelineGroup
NewEdge Advisors, LLC122,719$4.26M0.03%+9,17213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…121,649$4.23M0.01%+96,67813F-HRTimelineGroup
Delta Wealth Advisors LLC120,649$4.19M3.95%+12,98413F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC118,270$4.11M0.47%+3,60413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC115,643$4.02M<0.01%-54,79413F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management115,192$4M0.12%-92613F-HRTimelineGroup
DecisionMap Wealth Management, LLC114,726$3.99M3.16%13F-HRTimeline
Capital Investment Advisory Services, L…113,657$3.95M0.38%-2,17513F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co112,698$3.92M0.05%new13F-HRTimelineGroup
Future Financial Wealth Managment LLC112,651$3.91M2.86%+6,33313F-HRTimeline
Weaver Capital Management LLC109,679$3.81M1.07%new13F-HRTimeline
Integrated Wealth Concepts LLC108,538$3.77M0.04%-253,82613F-HRTimeline
Janney Montgomery Scott LLC107,114$3.72M0.01%-2,26113F-HRTimeline
AdvisorNet Financial, Inc106,208$3.69M0.31%+11,91313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…105,986$3.68M0.1%+3,05913F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC105,600$3.67M0.01%+17,18713F-HRTimeline
Cornerstone Planning Group LLC100,673$3.63M0.89%+1,33113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …97,768$3.4M0.28%-3,31313F-HR/ATimeline
GRIES FINANCIAL LLC95,950$3.33M0.59%+6,86513F-HRTimeline
Regal Investment Advisors LLC95,391$3.31M0.25%-110,26313F-HRTimeline
Sanctuary Advisors, LLC88,933$3.25M0.02%-16,23713F-HRTimeline
Clarity Asset Management, Inc.90,810$3.16M2.05%new13F-HRTimeline
Sigma Planning Corp90,641$3.15M0.1%-12,48813F-HRTimeline
IHT Wealth Management, LLC89,923$3.12M0.1%-5113F-HRTimeline
Empowered Funds, LLC88,417$3.07M0.04%new13F-HRTimeline
Waverly Advisors, LLC88,097$3.06M0.05%+24,69013F-HRTimeline
CVFG LLC87,874$3.05M2.79%13F-HRTimeline
BLAIR WILLIAM & CO/IL85,430$2.97M0.01%-58,69013F-HRTimeline
Aaron Wealth Advisors LLC82,775$2.88M0.33%+3,64313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC82,708$2.87M0.06%+12,98613F-HRTimelineGroup
VERITY Wealth Advisors81,445$2.83M2.04%+41913F-HRTimeline
Foundations Investment Advisors, LLC81,012$2.82M0.05%+4,03513F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…77,861$2.79M0.16%-2,93113F-HRTimeline
TRUE Private Wealth Advisors79,530$2.76M0.34%-2,39613F-HRTimeline
Independent Advisor Alliance79,136$2.75M0.04%new13F-HRTimeline
Financial Advisors, LLC74,218$2.58M0.49%-3,18313F-HRTimeline
Roof Eidam Maycock Peralta, LLC69,250$2.41M0.62%new13F-HRTimeline
MRWM Advisors, LLC68,569$2.38M1.87%13F-HRTimeline
Bigelow Investment Advisors, LLC67,923$2.36M1.11%+12,65313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…67,275$2.34M<0.01%+49,20613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP65,861$2.29M<0.01%+11,80113F-HRTimelineGroup
Capital Asset Advisory Services LLC65,532$2.28M0.11%+6,41213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC65,035$2.26M0.06%+6,52013F-HRTimeline
BOK Financial Private Wealth, Inc.64,736$2.25M0.16%-1,71013F-HRTimeline
MAI Capital Management63,532$2.21M0.02%+1,89713F-HRTimeline
Cornerstone Wealth Management, LLC61,126$2.12M0.14%+9,58513F-HRTimeline
Stone Summit Wealth LLC60,844$2.11M0.71%+2,25913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.56,799$1.97M0.02%-8,28213F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC56,359$1.96M0.05%-5,03513F-HRTimelineGroup
COMERICA BANK54,475$1.89M0.01%-1,196,76713F-HR/ATimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.54,377$1.89M0.03%+1,68313F-HRTimelineGroup
FINANCIAL LIFE ADVISORS53,721$1.87M0.7%+5,95313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC52,965$1.84M0.11%+9,53713F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.52,800$1.83M0.04%new13F-HRTimelineGroup
PFG Advisors51,508$1.79M0.11%+15,74013F-HRTimeline
Atria Investments, Inc48,054$1.67M0.02%-44813F-HRTimeline
Grove Bank & Trust47,500$1.65M0.23%013F-HRTimeline
Apex Wealth Management, LLC45,448$1.58M1.36%13F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …44,800$1.56M0.04%-10,17813F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…44,599$1.55M0.03%-1,02713F-HRTimelineGroup
RETIREMENT PLANNING GROUP, LLC / NY41,781$1.45M1.6%13F-HRTimeline
Firestone Capital Management39,057$1.36M0.34%+19113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP37,692$1.31M<0.01%-1,17213F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC37,644$1.31M0.05%+1,88013F-HRTimeline
Dynamic Advisor Solutions LLC37,588$1.31M0.06%-2,99413F-HRTimeline
Maltin Wealth Management, Inc.36,511$1.27M0.62%+44213F-HRTimeline
Icon Wealth Advisors, LLC35,860$1.25M0.1%+49113F-HRTimeline
Steward Partners Investment Advisory, L…34,730$1.21M0.01%+28,44513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…34,627$1.2M0.04%-8,47713F-HRTimelineGroup
Trivium Point Advisory, LLC34,425$1.2M0.15%+3,86813F-HRTimeline
Trinity Wealth Management, LLC33,931$1.18M0.53%+27213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …33,910$1.18M0.03%-49613F-HRTimelineGroup
West Wealth Group, LLC33,447$1.16M0.35%+6,14213F-HRTimeline
Disciplined Investors, L.L.C.32,776$1.14M1.1%13F-HRTimeline
Burns Matteson Capital Management, LLC32,811$1.14M0.64%+2,29813F-HRTimeline
Keystone Wealth Services, LLC31,703$1.1M0.29%new13F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC30,829$1.07M0.27%+2,47713F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/30,508$1.06M<0.01%+1,48713F-HRTimelineGroup
Valmark Advisers, Inc.29,797$1.04M0.02%+80913F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC29,784$1.04M0.42%+35513F-HRTimeline
D. SCOTT NEAL, INC.29,665$1.03M0.57%new13F-HRTimeline
Peninsula Wealth, LLC29,241$1.02M0.17%-72,47013F-HRTimeline
CENTAURUS FINANCIAL, INC.28,853$1M0.06%+20713F-HRTimeline
LexAurum Advisors, LLC28,808$1M0.2%-2,27213F-HRTimeline
Sage Mountain Advisors LLC28,712$998K0.07%-95413F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC28,703$997K0.16%013F-HRTimeline
Creative Planningin group Creative Planning28,503$990K<0.01%-3,59413F-HRTimelineGroup
Perigon Wealth Management, LLC27,856$982K0.02%+41813F-HRTimeline
Dorsey & Whitney Trust CO LLC27,816$967K0.05%+5,00013F-HRTimeline
Park Square Financial Group, LLC27,323$949K0.66%13F-HRTimeline
FIRST CITIZENS BANK & TRUST CO27,099$942K0.02%+3,90713F-HRTimeline
Kathleen S. Wright Associates Inc.26,850$933K0.39%-62713F-HRTimeline
PAX Financial Group, LLC26,375$917K0.16%-1,85713F-HRTimeline
Turning Point Benefit Group, Inc.26,048$905K0.86%13F-HRTimeline
Advisory Services Network, LLC25,814$897K0.02%-29,16813F-HRTimeline
&PARTNERS25,599$892K0.01%-9,95113F-HRTimeline
Cedar Wealth Management, LLC24,812$862K0.31%013F-HRTimeline
Detalus Advisors, LLC24,447$850K0.28%+5,25413F-HRTimeline
Kingsview Wealth Management, LLC24,336$846K0.02%+45413F-HRTimeline
Summit Investment Advisory Services, LLC24,083$837K0.43%-28713F-HRTimeline
Hobbs Group Advisors, LLC23,753$825K0.31%+23,42213F-HRTimeline
Gladstone Institutional Advisory LLC23,520$817K0.04%+1,28113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC22,875$795K<0.01%+11,12713F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC22,463$781K0.01%+55213F-HRTimelineGroup
ABSOLUTE CAPITAL MANAGEMENT, LLC22,192$771K0.43%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC22,110$768K0.02%+1,24213F-HRTimelineGroup
Choate Investment Advisors22,056$766K0.02%013F-HRTimeline
Sequoia Financial Advisors, LLC21,166$736K0.01%013F-HR/ATimeline
INDEPENDENT FINANCIAL GROUP, LLC20,881$726K0.02%+13,31513F-HRTimeline
Sovran Advisors, LLC20,644$719K0.1%13F-HRTimeline
Merit Financial Group, LLC20,573$715K0.01%+12,38513F-HRTimeline
AE Wealth Management LLC20,101$699K0.01%-4,79113F-HRTimeline
FORTE CAPITAL LLC /ADV19,608$681K0.08%+7213F-HRTimeline