Skip to content
Disclosery

HEFA ISHARES TR

Follow

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
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC51,331,182$1.86B0.35%+865,74213F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding22,391,457$813M+14,810,009Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,743,968$317M0.02%+3,141,18713F-HRTimelineGroup
LPL Financial LLC7,967,935$289M0.11%+4,726,19713F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP6,089,415$221M3.74%+3,822,17513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,769,905$209M0.06%+3,164,33913F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC5,345,402$194M4.13%+194,25013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…4,503,439$163M1.4%+225,84613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,055,260$147M0.01%+1,403,96713F-HRTimelineGroup
Dynasty Wealth Management, LLC3,883,488$141M2.35%-578,14113F-HRTimeline
Quotient Wealth Partners, LLC3,755,287$136M4.35%-661,71513F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA2,946,662$107M0.33%+155,51213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,597,779$94.3M0.01%-327,84813F-HRTimelineGroup
First Interstate Bank2,489,732$90.4M5.39%-22,88813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP2,478,558$89.9M0.01%+417,06713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC2,438,005$88.5M0.29%+1,178,50113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,238,813$81.2M0.07%+307,83213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,185,373$79.3M0.02%+260,52013F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,121,162$77M0.31%+1,727,52813F-HRTimelineGroup
Waverly Advisors, LLC1,952,026$70.8M0.86%+1,863,92913F-HRTimeline
LVW Advisors, LLC1,749,918$63.5M7.65%+39,27013F-HRTimeline
Cetera Investment Advisers1,704,310$61.8M0.12%+827,30113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,446,453$52.5M0.02%+503,04313F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,199,436$43.5M0.01%+722,15713F-HRTimelineGroup
MCMORGAN & CO LLC1,182,002$42.9M6.86%+1,018,56713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,181,475$42.9M0.06%+283,06113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,046,349$38M0.05%+102,04813F-HRTimelineGroup
Jordan Park Group LLC1,041,990$37.8M2.75%-109,54813F-HRTimeline
OneDigital Investment Advisors LLC944,281$34.3M0.41%+664,30913F-HRTimeline
SACHEM HILL LLC857,281$31.1M6.11%-3,02613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp850,625$30.9M0.01%+566,93413F-HRTimelineGroup
CX Institutional843,256$30.6M1.16%-390,43213F-HRTimeline
Blankinship & Foster, LLC803,100$29.1M7.36%-33,29813F-HRTimeline
Cambridge Investment Research Advisors,…778,649$28.3M0.1%+265,70413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…723,539$26.3M0.01%+19,87813F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…672,594$24.4M0.06%-2,21213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.654,964$23.8M0.05%-440,30613F-HRTimelineGroup
Foundations Investment Advisors, LLC644,647$23.4M0.43%+563,63513F-HRTimeline
Verde Capital Management607,242$22M6.27%+12,30113F-HRTimeline
NewEdge Advisors, LLC606,227$22M0.13%+483,50813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.604,781$21.9M0.13%+100,13813F-HRTimeline
Mariner, LLCin group Mariner, LLC572,280$20.8M0.03%+100,88913F-HRTimelineGroup
JB Capital LLC529,422$19.2M1.06%new13F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC492,942$17.9M5.62%-55,39813F-HRTimeline
ACT WEALTH MANAGEMENT, LLC492,706$17.9M8.09%+12,88913F-HRTimeline
Valeo Financial Advisors, LLC482,788$17.5M0.49%-6,75213F-HRTimeline
Prime Capital Investment Advisors, LLC471,948$17.1M0.2%-156,76213F-HRTimeline
Advocacy Wealth Management, LLC456,158$16.6M1.13%new13F-HRTimeline
Crumly & Associates Inc.437,598$15.9M4.38%+1,83713F-HRTimeline
Gitterman Wealth Management, LLC432,513$15.7M4.17%new13F-HRTimeline
SOFI WEALTH, LLC427,734$15.5M1.17%+418,51713F-HRTimeline
BOKF, NAin group BOKF, NA419,722$15.2M0.27%+48,57113F-HRTimelineGroup
Paradigm, Strategies in Wealth Manageme…416,175$15.1M10.18%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA412,749$15M<0.01%+58,18513F-HR/ATimelineGroup
Prasad Wealth Partners, LLC407,741$14.8M4.83%+37,16413F-HRTimeline
Weaver Capital Management LLC407,149$14.8M3.94%+297,47013F-HRTimeline
Merit Financial Group, LLC392,782$14.3M0.21%+372,20913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP391,557$14.2M0.02%+268,14413F-HRTimelineGroup
Denver PWM, LLC383,168$13.9M5%+29,92813F-HRTimeline
Virtue Capital Management, LLC375,642$13.6M1.59%new13F-HRTimeline
Farther Finance Advisors, LLC370,300$13.5M0.34%+58,69513F-HRTimeline
Sanctuary Advisors, LLC369,998$13.4M0.09%+281,06513F-HRTimeline
Lighthouse Wealth Management Inc.341,560$12.4M11.36%+6,33613F-HRTimeline
Kovack Advisors, Inc.339,002$12.3M1.3%new13F-HRTimeline
Clark Wealth Partners335,262$12.2M9.02%-11,19313F-HRTimeline
WIN ADVISORS, INC334,071$12.1M6.23%new13F-HRTimeline
WESCAP Management Group, Inc.324,259$11.8M2.87%-11,59813F-HRTimeline
Modern Wealth Management, LLC321,105$11.7M0.37%-37,09713F-HR/ATimeline
Meridian Wealth Management, LLC319,471$11.6M0.56%+1,90713F-HRTimeline
Exchange Capital Management, Inc.309,169$11.2M1.82%+3,23013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC307,914$11.2M0.48%+298,26013F-HRTimelineGroup
Csenge Advisory Group324,774$11.2M0.63%+16,47113F-HRTimeline
Atria Wealth Solutions, Inc.299,025$10.9M0.13%+155,03213F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding298,477$10.8M+263,850Timeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding296,856$10.8M-2,933Timeline
Clarity Asset Management, Inc.289,708$10.5M6.77%+198,89813F-HRTimeline
Vertex Planning Partners, LLC275,303$9.99M2.18%+50,08313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC270,886$9.83M0.04%-4,43813F-HRTimelineGroup
SEAVIEW INVESTMENT MANAGERS LLC260,138$9.44M2.29%+86,32513F-HR/ATimeline
Avidian Wealth Enterprises, LLC251,965$9.14M0.41%+6,68513F-HRTimeline
Austin Private Wealth, LLC247,855$8.99M0.81%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding237,737$8.63M+58,630Timeline
RENAISSANCE TECHNOLOGIES LLC235,500$8.55M0.01%+129,90013F-HRTimeline
Geneos Wealth Management Inc.231,274$8.39M0.12%+230,83313F-HRTimeline
Integrated Wealth Concepts LLC230,833$8.38M0.1%+122,29513F-HRTimeline
AE Wealth Management LLC205,709$7.47M0.06%+185,60813F-HRTimeline
NEPC LLC200,973$7.29M0.2%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…200,474$7.28M0.16%-2,74213F-HRTimelineGroup
PCA Investment Advisory Services Inc.195,216$7.08M3.75%+21,04013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP186,164$6.76M0.01%+148,47213F-HRTimelineGroup
Atria Investments, Inc183,945$6.68M0.09%+135,89113F-HRTimeline
Darrow Company, Inc.182,877$6.64M3.7%+26,73013F-HRTimeline
HighTower Advisors, LLC182,135$6.61M0.01%+21,51613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC176,379$6.4M0.01%+8,56213F-HRTimelineGroup
Icon Wealth Advisors, LLC175,546$6.37M0.52%+139,68613F-HRTimeline
MA Private Wealth171,537$6.23M1.17%+34,52213F-HRTimeline
RFG Advisory, LLC168,274$6.11M0.17%+32,10413F-HRTimeline
Cyr Financial Inc.163,776$5.94M5.31%+6,77313F-HR/ATimeline
Ifrah Financial Services, Inc.157,451$5.71M1.64%+4,19513F-HRTimeline
Vermillion & White Wealth Management Gr…153,475$5.57M4.03%+149,35713F-HRTimeline
Steward Partners Investment Advisory, L…151,747$5.51M0.05%+117,01713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…146,786$5.33M0.01%+9,64113F-HRTimeline
Regal Investment Advisors LLC141,339$5.13M0.41%+45,94813F-HRTimeline
Traveka Wealth, LLC141,128$5.12M2.87%-8,18013F-HRTimeline
Summit Asset Management, LLC136,474$4.95M0.86%013F-HRTimeline
West Wealth Group, LLC134,499$4.89M1.45%+101,05213F-HRTimeline
Mutual Advisors, LLC129,746$4.65M0.13%-3,23013F-HRTimeline
Sigma Planning Corp126,890$4.6M0.15%+36,24913F-HRTimeline
INTEGRITY ALLIANCE, LLC.126,123$4.58M0.18%new13F-HRTimeline
Stokes Family Office, LLC125,752$4.56M0.51%new13F-HRTimeline
WT Wealth Management124,280$4.51M1.47%+65113F-HRTimeline
Roof Eidam Maycock Peralta, LLC122,603$4.45M1.18%+53,35313F-HRTimeline
Scarborough Advisors, LLC122,188$4.43M0.63%new13F-HRTimeline
Delta Wealth Advisors LLC121,640$4.41M4.01%+99113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC118,405$4.3M<0.01%+2,76213F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC117,212$4.25M0.49%-1,05813F-HRTimeline
Future Financial Wealth Managment LLC116,328$4.22M3.1%+3,67713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP115,036$4.21M<0.01%+49,17513F-HR/ATimelineGroup
BLAIR WILLIAM & CO/IL115,378$4.19M0.01%+29,94813F-HRTimeline
DecisionMap Wealth Management, LLC114,578$4.16M3.16%-14813F-HRTimeline
Scissortail Wealth Management, LLC113,995$4.14M1.06%new13F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC113,650$4.12M0.39%-12,23613F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management113,210$4.11M0.13%-1,98213F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co112,698$4.09M0.05%013F-HRTimelineGroup
Capital Investment Advisory Services, L…112,088$4.07M0.36%-1,56913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…111,076$4.03M0.1%+5,09013F-HRTimelineGroup
AdvisorNet Financial, Inc109,330$3.97M0.29%+3,12213F-HRTimeline
SteelPeak Wealth, LLC108,107$3.92M0.17%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.100,465$3.65M0.03%+43,66613F-HRTimelineGroup
Detalus Advisors, LLC99,655$3.62M1.14%+75,20813F-HRTimeline
Stonebrook Private Inc.99,209$3.6M0.94%+88,94013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …98,755$3.59M0.28%+98713F-HRTimeline
Cypress Capital, LLC98,430$3.57M1.03%-91,50913F-HRTimeline
Cornerstone Planning Group LLC101,113$3.57M0.85%+44013F-HRTimeline
PFG Advisors97,991$3.56M0.2%+46,48313F-HRTimeline
Stone House Investment Management, LLC96,868$3.52M0.71%+87,44213F-HRTimeline
Strategic Blueprint, LLC93,864$3.41M0.19%-77,94913F-HRTimeline
Sharkey, Howes & Javer92,326$3.35M0.48%+81,69113F-HRTimeline
High Falls Advisors, Inc92,315$3.35M0.79%new13F-HRTimeline
Perigon Wealth Management, LLC91,819$3.33M0.09%+63,96313F-HRTimeline
CVFG LLC90,985$3.3M3%+3,11113F-HRTimeline
ONE Advisory Partners, LLC90,975$3.3M1.41%new13F-HRTimeline
Keystone Financial Group90,789$3.29M0.33%-86,21713F-HRTimeline
IHT Wealth Management, LLC89,679$3.25M0.1%-24413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC89,042$3.23M0.07%+6,33413F-HRTimelineGroup
CFS Investment Advisory Services, LLC88,355$3.21M0.29%new13F-HRTimeline
Spectrum Wealth Counsel, LLC86,664$3.15M0.38%+83,95713F-HRTimeline
IVC Wealth Advisors LLC85,923$3.12M1.68%new13F-HRTimeline
Physician Wealth Advisors, Inc.85,152$3.09M0.53%+84,77913F-HRTimeline
Horst & Graben Wealth Management LLC84,860$3.08M0.55%new13F-HRTimeline
Orion Porfolio Solutions, LLC84,796$3.08M0.03%+70,30313F-HRTimeline
Orion Portfolio Solutions, LLC84,796$3.08M0.03%+70,30313F-HR/ATimeline
PAX Financial Group, LLC84,084$3.05M0.54%+57,70913F-HRTimeline
Apella Capital, LLC85,723$2.95M0.1%new13F-HRTimeline
One Wealth Advisors, LLC81,321$2.95M0.44%+73,07413F-HRTimeline
WEALTH ALLIANCE, LLC81,017$2.94M0.36%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC79,697$2.89M0.18%+26,73213F-HRTimeline
Ashton Thomas Private Wealth, LLC79,318$2.88M0.11%+41,67413F-HRTimeline
Blue Trust, Inc.78,666$2.85M0.04%+76,61613F-HRTimeline
Keystone Financial Services77,082$2.8M1.07%new13F-HRTimeline
Private Advisor Group, LLC75,489$2.74M0.02%-135,14313F-HRTimeline
Aaron Wealth Advisors LLC75,072$2.72M0.31%-7,70313F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\75,000$2.72M<0.01%new13F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC74,294$2.7M0.06%+17,93513F-HRTimelineGroup
Financial Advisors, LLC74,218$2.69M0.53%013F-HRTimeline
Advisory Services Network, LLC73,547$2.67M0.05%+47,73313F-HRTimeline
VERITY Wealth Advisors71,565$2.6M1.92%-9,88013F-HRTimeline
Vestmark Advisory Solutions, Inc.70,494$2.56M0.07%new13F-HRTimeline
Capital Asset Advisory Services LLC68,385$2.49M0.13%+2,85313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC68,212$2.48M0.07%+3,17713F-HRTimeline
Bigelow Investment Advisors, LLC68,024$2.47M1.17%+10113F-HRTimeline
Cypress Wealth Services, LLC67,540$2.45M0.5%+53,18613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management66,021$2.4M0.03%+46,50913F-HRTimelineGroup
FINANCIAL LIFE ADVISORS63,826$2.32M0.86%+10,10513F-HRTimeline
MAI Capital Management63,758$2.31M0.02%+22613F-HRTimeline
Kilter Group LLC62,063$2.25M1.47%new13F-HRTimeline
Marks Group Wealth Management, Inc61,961$2.25M0.22%new13F-HRTimeline
Stone Summit Wealth LLC61,291$2.22M0.75%+44713F-HRTimeline
B. Riley Wealth Advisors, Inc.61,125$2.22M0.07%new13F-HRTimeline
BOK Financial Private Wealth, Inc.60,909$2.21M0.17%-3,82713F-HRTimeline
Cornerstone Wealth Management, LLC58,801$2.13M0.14%-2,32513F-HRTimeline
Trek Financial, LLC58,654$2.13M0.15%new13F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …56,850$2.06M1.28%-67,03813F-HRTimeline
TSA Wealth Managment LLC55,144$2M0.8%new13F-HRTimeline
COMERICA BANK54,648$1.98M0.01%+17313F-HRTimeline
VestGen Advisors, LLC54,252$1.97M0.09%13F-HRTimeline
Invst, LLC52,763$1.91M0.26%new13F-HRTimeline
Apeiron RIA LLC50,248$1.82M0.55%new13F-HRTimeline
First Horizon Advisors, Inc.49,288$1.79M0.05%+45,05313F-HRTimeline
Keebeck Wealth Management49,268$1.79M0.26%new13F-HRTimeline
Snowden Capital Advisors LLC48,942$1.78M0.06%+39,26113F-HRTimeline
ShoreHaven Wealth Partners, LLC48,133$1.75M0.84%new13F-HRTimeline
Grove Bank & Trust47,500$1.72M0.23%013F-HRTimeline
&PARTNERS47,047$1.71M0.02%+21,44813F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY46,496$1.69M1.72%+4,71513F-HRTimeline
Rothschild Wealth LLC44,277$1.61M0.45%new13F-HRTimeline
Trivium Point Advisory, LLC44,260$1.61M0.2%+9,83513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…44,023$1.6M0.03%-57613F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC43,707$1.59M<0.01%+28,34513F-HRTimelineGroup
Kelly Financial Services LLC43,396$1.57M0.55%new13F-HRTimeline