iSHARES TRUST - HEFA
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Funds
· Industry:
ETF / Fund
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Company profile
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Quarter snapshot
Latest / Compare
Q4 2025
· Q3 2025
Value (USD)
Total reported value ($000)
$5.717B
QoQ value delta ($000)
+$96.85M
(+1.72%)
Implied price effect (QoQ)
+4.44%
Shares
Total shares
138,259,328
QoQ shares delta
-3,687,506
(-2.6%)
Total shares held by funds (by quarter)
Market chart (HEFA)
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Top holders (Q4 2025)
Top 25 only
Full list
Early Q1 2026 data: only 3 institutional holders reported so far. More will appear as funds file with the SEC.
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | 2,084,254 | 50,393,002 | 0.26% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 233,962 | 5,656,741 | 3.02% |
| AMERIPRISE FINANCIAL INC | 202,667 | 4,904,775 | 0.05% |
| JPMORGAN CHASE & CO | 180,272 | 4,358,608 | 0.01% |
| MORGAN STANLEY | 150,140 | 3,630,089 | 0.01% |
| LPL Financial LLC | 149,839 | 3,622,801 | 0.04% |
| Dynasty Wealth Management, LLC | 146,987 | 3,553,862 | 1.44% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 146,933 | 3,552,545 | 0.09% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 145,762 | 3,524,238 | 0.88% |
| Quotient Wealth Partners, LLC | 143,530 | 3,470,264 | 3.82% |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 142,372 | 3,442,271 | 5.31% |
| NorthRock Partners, LLC | 112,201 | 2,712,794 | 1.89% |
| Waverly Advisors, LLC | 103,023 | 2,490,895 | 0.83% |
| WELLS FARGO & COMPANY/MN | 87,103 | 2,105,977 | 0.02% |
| NORTHERN TRUST CORP | 82,324 | 1,990,440 | 0.01% |
| BANK OF AMERICA CORP /DE/ | 75,365 | 1,822,186 | 0.01% |
| ENVESTNET ASSET MANAGEMENT INC | 59,936 | 1,449,141 | 0.02% |
| FIRST INTERSTATE BANK | 58,979 | 1,426,001 | 3.16% |
| OSAIC HOLDINGS, INC. | 56,168 | 1,357,783 | 0.08% |
| Cetera Investment Advisers | 55,709 | 1,346,942 | 0.06% |
| MML INVESTORS SERVICES, LLC | 52,075 | 1,259,083 | 0.13% |
| Jordan Park Group LLC | 41,634 | 1,006,633 | 2.41% |
| UBS Group AG | 41,580 | 1,005,341 | 0.01% |
| Mariner, LLC | 40,924 | 989,461 | 0.05% |
| PNC FINANCIAL SERVICES GROUP, INC. | 39,104 | 945,472 | 0.02% |