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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
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC48,041,476$1.82B0.29%-3,289,70613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding7,220,880$274M-15,170,577Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,618,320$251M0.06%+848,41513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,275,245$238M0.02%-2,468,72313F-HRTimelineGroup
LPL Financial LLC5,411,518$205M0.07%-2,556,41713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC5,394,865$205M3.35%+49,46313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,936,941$149M1.21%-566,49813F-HRTimelineGroup
Quotient Wealth Partners, LLC3,855,668$146M4.31%+100,38113F-HRTimeline
Dynasty Wealth Management, LLC3,637,880$138M2.35%-245,60813F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP3,190,737$121M4.85%-2,898,67813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,133,167$119M0.01%-922,09313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,379,161$90.3M0.02%+193,78813F-HRTimelineGroup
Waverly Advisors, LLC2,182,429$82.8M0.91%+230,40313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP2,052,153$77.9M0.01%-426,40513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,890,221$71.8M0.05%-348,59213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,806,553$68.6M0.01%-791,22613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC1,475,972$56M0.16%-962,03313F-HRTimeline
First Interstate Bank1,453,341$55.2M3.24%-1,036,39113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,408,652$53.5M0.02%-37,80113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,343,251$51M0.09%+688,28713F-HR/ATimelineGroup
MCMORGAN & CO LLC1,166,527$44.3M6.53%-15,47513F-HRTimeline
Cetera Investment Advisers1,046,201$39.7M0.07%-658,10913F-HRTimeline
UBS Group AGin group UBS Group AG1,003,175$38.1M0.01%-196,26113F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA936,302$35.5M0.09%-2,010,36013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\893,761$33.9M0.04%-152,58813F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC862,260$32.7M0.05%+289,98013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…804,540$30.5M0.02%+81,00113F-HRTimelineGroup
Blankinship & Foster, LLC802,912$30.5M7.14%-18813F-HRTimeline
Jordan Park Group LLC789,163$30M1.94%-252,82713F-HRTimeline
SACHEM HILL LLC704,701$26.8M5.46%-152,58013F-HRTimeline
Verde Capital Management659,822$25M6.18%+52,58013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…646,751$24.6M0.05%-25,84313F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC621,017$23.6M0.03%-560,45813F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC518,397$19.7M5.71%+25,45513F-HRTimeline
ACT WEALTH MANAGEMENT, LLC487,427$18.5M7.82%-5,27913F-HRTimeline
Cambridge Investment Research Advisors,…468,485$17.8M0.05%-310,16413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.467,357$17.7M0.1%-137,42413F-HRTimeline
Prasad Wealth Partners, LLC463,020$17.6M5.15%+55,27913F-HRTimeline
SOFI WEALTH, LLC457,873$17.4M1.06%+30,13913F-HRTimeline
Gitterman Wealth Management, LLC441,172$16.7M3.9%+8,65913F-HRTimeline
Valeo Financial Advisors, LLC433,765$16.5M0.41%-49,02313F-HR/ATimeline
Paradigm, Strategies in Wealth Manageme…428,678$16.3M10.65%+12,50313F-HRTimeline
Crumly & Associates Inc.427,420$16.2M3.95%-10,17813F-HRTimeline
BOKF, NAin group BOKF, NA417,307$15.8M0.26%-2,41513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA406,470$15.4M<0.01%-6,27913F-HR/ATimelineGroup
Weaver Capital Management LLC405,923$15.4M3.79%-1,22613F-HRTimeline
Denver PWM, LLC404,319$15.3M4.79%+21,15113F-HRTimeline
FLOW TRADERS U.S. LLC396,139$15M0.56%new13F-HRTimeline
Prime Capital Investment Advisors, LLC360,693$13.7M0.18%-111,25513F-HRTimeline
WESCAP Management Group, Inc.335,521$12.7M2.9%+11,26213F-HRTimeline
Lighthouse Wealth Management Inc.333,250$12.7M10.95%-8,31013F-HRTimeline
CWM, LLCin group CWM, LLC326,411$12.4M0.04%-1,794,75113F-HRTimelineGroup
Exchange Capital Management, Inc.325,525$12.4M1.84%+16,35613F-HRTimeline
Modern Wealth Management, LLC314,760$11.9M0.3%-6,34513F-HR/ATimeline
Csenge Advisory Group306,474$11.6M0.61%-18,30013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding302,505$11.5M+4,028Timeline
Meridian Wealth Management, LLC281,103$10.7M0.46%-38,36813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp272,952$10.4M<0.01%-577,67313F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC270,886$10.3M0.04%013F-HRTimelineGroup
Farther Finance Advisors, LLC270,423$10.3M0.21%-99,87713F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding257,378$9.77M+19,641Timeline
SEAVIEW INVESTMENT MANAGERS LLC256,590$9.74M2.06%-3,54813F-HR/ATimeline
Vertex Planning Partners, LLC239,831$9.1M1.9%-35,47213F-HRTimeline
Avidian Wealth Enterprises, LLC230,338$8.74M0.36%-21,62713F-HRTimeline
Kovack Advisors, Inc.221,976$8.43M0.83%-117,02613F-HRTimeline
OneDigital Investment Advisors LLC219,692$8.34M0.09%-724,58913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC208,871$7.93M0.07%new13F-HRTimelineGroup
PCA Investment Advisory Services Inc.204,256$7.75M3.27%+9,04013F-HRTimeline
Darrow Company, Inc.203,112$7.71M3.9%+20,23513F-HRTimeline
Cyr Financial Inc.202,754$7.7M5.94%+38,97813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…201,113$7.63M0.01%new13F-HRTimelineGroup
NEPC LLC200,854$7.62M0.19%-11913F-HRTimeline
Kingsview Wealth Management, LLC199,469$7.57M0.13%+175,07613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…198,493$7.53M0.17%-1,98113F-HRTimelineGroup
Clark Wealth Partners189,360$7.19M4.85%-145,90213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC182,424$6.92M0.01%+6,04513F-HRTimelineGroup
Keystone Financial Group180,246$6.84M0.62%+89,45713F-HRTimeline
Global Retirement Partners, LLC172,327$6.54M0.16%13F-HRTimeline
MA Private Wealth158,616$6.02M1.08%-12,92113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP155,282$5.92M<0.01%+40,24613F-HRTimelineGroup
Precision Wealth Strategies, LLC152,192$5.78M1.88%new13F-HRTimeline
Sanctuary Advisors, LLC150,738$5.72M0.04%-219,26013F-HRTimeline
Ifrah Financial Services, Inc.150,652$5.72M1.56%-6,79913F-HRTimeline
RFG Advisory, LLC146,381$5.56M0.13%-21,89313F-HRTimeline
Mutual Advisors, LLC140,738$5.39M0.13%+10,99213F-HRTimeline
NewEdge Advisors, LLC141,189$5.36M0.03%-465,03813F-HRTimeline
Atria Wealth Solutions, Inc.140,398$5.32M0.12%-158,62713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP138,795$5.27M0.01%-252,76213F-HRTimelineGroup
BLAIR WILLIAM & CO/IL138,720$5.27M0.01%+23,34213F-HRTimeline
Traveka Wealth, LLC138,493$5.26M2.78%-2,63513F-HRTimeline
Summit Asset Management, LLC135,870$5.16M0.84%-60413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…136,360$5.12M0.01%-10,42613F-HRTimeline
Sigma Planning Corp125,657$4.77M0.14%-1,23313F-HRTimeline
Roof Eidam Maycock Peralta, LLC124,625$4.73M1.17%+2,02213F-HRTimeline
WT Wealth Management121,913$4.63M1.37%-2,36713F-HRTimeline
Delta Wealth Advisors LLC121,415$4.61M3.86%-22513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC120,979$4.59M<0.01%+2,57413F-HRTimelineGroup
Scissortail Wealth Management, LLC119,019$4.52M1.09%+5,02413F-HRTimeline
KWB Wealth122,473$4.44M0.54%new13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC116,593$4.43M0.44%-61913F-HRTimeline
DecisionMap Wealth Management, LLC116,282$4.41M3.03%+1,70413F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC112,800$4.28M0.4%-85013F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co112,698$4.28M0.05%013F-HRTimelineGroup
Future Financial Wealth Managment LLC111,784$4.24M2.89%-4,54413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…110,787$4.21M0.01%+102,99013F-HR/ATimelineGroup
Capital Investment Advisory Services, L…109,865$4.17M0.34%-2,22313F-HRTimeline
Geneos Wealth Management Inc.108,326$4.11M0.1%-122,94813F-HRTimeline
Steward Partners Investment Advisory, L…106,331$4.04M0.03%-45,41613F-HRTimeline
Cornerstone Planning Group LLC106,623$4.03M0.82%+5,51013F-HRTimeline
AdvisorNet Financial, Inc105,203$3.99M0.26%-4,12713F-HRTimeline
IVC Wealth Advisors LLC102,602$3.89M1.9%+16,67913F-HRTimeline
Regal Investment Advisors LLC100,295$3.81M0.29%-41,04413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…99,074$3.76M0.07%-12,00213F-HRTimelineGroup
Merit Financial Group, LLC98,729$3.75M0.04%-294,05313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC98,483$3.74M0.08%+9,44113F-HRTimelineGroup
Cypress Capital, LLC97,678$3.71M1.08%-75213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC97,422$3.7M0.09%+29,21013F-HRTimeline
Capital Asset Advisory Services LLC97,627$3.69M0.17%+29,24213F-HRTimeline
CVFG LLC96,142$3.65M2.9%+5,15713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC92,368$3.51M0.24%+12,67113F-HRTimeline
HighTower Advisors, LLC92,103$3.5M<0.01%-90,03213F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …87,603$3.33M0.22%-11,15213F-HR/ATimeline
Spire Wealth Managementin group Spire Wealth Management89,011$3.24M0.12%-24,19913F-HRTimelineGroup
IHT Wealth Management, LLC84,876$3.22M0.09%-4,80313F-HRTimeline
Integrated Wealth Concepts LLC84,104$3.19M0.03%-146,72913F-HRTimeline
Bigelow Investment Advisors, LLC82,482$3.13M1.38%+14,45813F-HRTimeline
Foundations Investment Advisors, LLC77,035$2.92M0.05%-567,61213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP75,763$2.88M<0.01%-110,40113F-HRTimelineGroup
Vermillion & White Wealth Management Gr…75,231$2.86M1.86%-78,24413F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\75,000$2.85M<0.01%013F-HRTimelineGroup
FINANCIAL LIFE ADVISORS74,808$2.84M0.97%+10,98213F-HRTimeline
Financial Advisors, LLC74,218$2.82M0.52%013F-HRTimeline
Aaron Wealth Advisors LLC73,016$2.77M0.28%-2,05613F-HRTimeline
VERITY Wealth Advisors71,565$2.72M1.82%013F-HRTimeline
Apella Capital, LLC68,951$2.57M0.07%-16,77213F-HRTimeline
MAI Capital Management67,362$2.56M0.02%+3,60413F-HRTimeline
Icon Wealth Advisors, LLC64,990$2.47M0.18%-110,55613F-HRTimeline
Ashton Thomas Private Wealth, LLC64,187$2.44M0.09%-15,13113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC63,499$2.41M0.05%-10,79513F-HRTimelineGroup
Burns Matteson Capital Management, LLC63,086$2.39M1.16%+27,16413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …61,059$2.32M0.05%+26,15213F-HRTimelineGroup
Stone Summit Wealth LLC59,877$2.27M0.7%-1,41413F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC57,062$2.17M0.34%new13F-HRTimeline
SCOTIA CAPITAL INC.56,829$2.16M0.01%new13F-HRTimeline
Private Advisor Group, LLC54,132$2.05M0.01%-21,35713F-HRTimeline
BOK Financial Private Wealth, Inc.53,423$2.03M0.14%-7,48613F-HRTimeline
PFG Advisors49,697$1.89M0.09%-48,29413F-HRTimeline
FMR LLCin group FMR LLC49,518$1.88M<0.01%+28,55113F-HRTimelineGroup
Cornerstone Wealth Management, LLC48,321$1.83M0.11%-10,48013F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY47,948$1.82M1.6%+1,45213F-HRTimeline
Grove Bank & Trust47,500$1.8M0.22%013F-HRTimeline
Trivium Point Advisory, LLC46,486$1.76M0.19%+2,22613F-HRTimeline
EP Wealth Advisors, LLC46,176$1.75M0.01%+32,81213F-HRTimeline
Saxony Capital Management, LLC45,867$1.74M1.33%+33,48213F-HRTimeline
CW Advisors, LLC45,790$1.74M0.02%+6,21413F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd44,369$1.68M0.03%new13F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…43,510$1.65M0.03%-51313F-HRTimelineGroup
West Wealth Group, LLC42,524$1.61M0.4%-91,97513F-HRTimeline
Summit Financial, LLC41,876$1.59M0.04%+1,09013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…41,815$1.59M0.29%+2,48513F-HRTimelineGroup
Atria Investments, Inc41,396$1.57M0.02%-142,54913F-HRTimeline
Disciplined Investors, L.L.C.40,075$1.52M1.19%+1,71613F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …40,074$1.52M0.88%-16,77613F-HRTimeline
TRUE Private Wealth Advisors39,813$1.51M0.17%-30713F-HRTimeline
Savvy Advisors, Inc.39,263$1.49M0.1%+11,17413F-HRTimeline
Advisory Services Network, LLC39,301$1.49M0.02%-34,24613F-HRTimeline
Wealth Preservation Advisors, LLC39,053$1.48M0.91%-20613F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC38,918$1.48M0.41%+88613F-HRTimelineGroup
WCG Wealth Advisors LLC38,462$1.46M0.09%+98813F-HRTimeline
CX Institutional38,154$1.45M0.05%-805,10213F-HR/ATimeline
Maltin Wealth Management, Inc.38,059$1.44M0.65%+1,60613F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …37,738$1.43M0.04%013F-HRTimelineGroup
MRWM Advisors, LLC37,242$1.41M0.88%-39513F-HRTimeline
Dynamic Advisor Solutions LLC37,215$1.41M0.04%-38213F-HRTimeline
COMERICA BANK36,683$1.39M0.01%-17,96513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC36,496$1.39M0.03%+13,73613F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC35,022$1.33M0.04%+8,23313F-HRTimeline
Federation des caisses Desjardins du Qu…34,904$1.32M0.01%+20513F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC34,453$1.31M0.66%-6,84613F-HRTimeline
CENTAURUS FINANCIAL, INC.34,319$1.3M0.08%+1,51713F-HRTimeline
Firestone Capital Management34,045$1.29M0.3%-4,32913F-HRTimeline
Valmark Advisers, Inc.32,229$1.22M0.02%+1,77513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/30,921$1.17M<0.01%-28013F-HR/ATimelineGroup
D. SCOTT NEAL, INC.30,828$1.17M0.58%+11713F-HRTimeline
Keystone Wealth Services, LLC30,641$1.16M0.28%+12013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC30,168$1.15M<0.01%new13F-HRTimelineGroup
Compound Planning, Inc.29,926$1.14M0.04%+23,89313F-HRTimeline
LexAurum Advisors, LLC29,013$1.1M0.17%-1,30613F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC28,703$1.09M0.17%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP28,615$1.09M<0.01%+94813F-HR/ATimelineGroup
Trinity Wealth Management, LLC28,463$1.08M0.43%-5,99313F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC27,925$1.06M0.38%-1,22313F-HRTimeline
Dorsey & Whitney Trust CO LLC27,816$1.06M0.06%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC27,727$1.05M0.04%-280,18713F-HRTimelineGroup
Elequin Capital, LP26,891$1.02M0.14%-8,56713F-HRTimeline
Kathleen S. Wright Associates Inc.26,850$1.02M0.4%013F-HRTimeline
Perigon Wealth Management, LLC26,634$1.01M0.02%-65,18513F-HRTimeline
Gladstone Institutional Advisory LLC26,330$1000K0.04%+1,08913F-HRTimeline
INTEGRITY ALLIANCE, LLC.25,448$966K0.05%-100,67513F-HRTimeline
Creative Planningin group Creative Planning25,311$961K<0.01%+2,55413F-HRTimelineGroup