# ISHARES TR (HEFA)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/HEFA/

- Reporting holders: 17
- Reported value: $100.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Crumly & Associates Inc.](https://holderbook.com/funds/1759578-crumly-associates-inc/) | $31.5M | 678,254 | 5.6% | 12 |
| [ACT WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1814191-act-wealth-management-llc/) | $24.5M | 528,691 | 7.2% | 8 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $13.4M | 289,601 | 0.1% | 16 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $10.5M | 225,967 | 0.3% | 16 |
| [Delta Wealth Advisors LLC](https://holderbook.com/funds/1970701-delta-wealth-advisors-llc/) | $7.7M | 165,636 | 5.3% | 11 |
| [STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC](https://holderbook.com/funds/2105785-stewardship-concepts-financial-services-llc/) | $3.0M | 65,413 | 2.0% | 4 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $2.6M | 55,141 | 0.0% | 7 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $2.2M | 47,500 | 0.2% | 29 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $1.6M | 34,822 | 0.0% | 16 |
| [BURKETT FINANCIAL SERVICES, LLC](https://holderbook.com/funds/1762716-burkett-financial-services-llc/) | $1.2M | 25,613 | 0.4% | 12 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $669.9K | 14,519 | 0.0% | 2 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $617.4K | 13,309 | 0.1% | 6 |
| [CYPRESS FINANCIAL PLANNING LLC](https://holderbook.com/funds/1937021-cypress-financial-planning-llc/) | $404.5K | 8,720 | 0.1% | 6 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $195.7K | 4,218 | 0.1% | 8 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $140.4K | 3,025 | 0.0% | 11 |
| [Noble Wealth Management PBC](https://holderbook.com/funds/2055065-noble-wealth-management-pbc/) | $34.8K | 750 | 0.0% | 7 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $18.7K | 403,920 | 0.5% | 9 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $2.2K | 48 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 17 | $100.3M |
| Q2 2026 | 453 | $6.5B |
| Q1 2026 | 433 | $6.1B |
| Q4 2025 | 430 | $5.7B |
| Q3 2025 | 424 | $5.9B |
| Q2 2025 | 457 | $5.7B |
| Q1 2025 | 525 | $7.2B |
| Q4 2024 | 427 | $5.0B |
| Q3 2024 | 394 | $5.1B |
| Q2 2024 | 465 | $6.7B |
| Q1 2024 | 408 | $6.9B |
| Q4 2023 | 261 | $4.0B |