iSHARES TRUST

Steward Partners Investment Advisory, LLC HEFA

Report date

12/31/2025

Quarter

2025 Q4

Filed

2/12/2026

Shares

118,406

Value ($000)

4,897

Weight

0.0%

2019 Q4 - 2025 Q4 (25 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2025 Q4	2/12/2026	4,897	0.0%	118,406	12/31/2025
2025 Q3	11/12/2025	4,399	0.0%	111,068	9/30/2025
2025 Q2	8/12/2025	4,036	0.0%	106,331	6/30/2025
2025 Q1	5/13/2025	5,507	0.0%	151,747	3/31/2025
2024 Q4	2/6/2025	1,207	0.0%	34,730	12/31/2024
2024 Q3	11/14/2024	223	0.0%	6,285	9/30/2024
2024 Q2	8/8/2024	1,985	0.0%	55,826	6/30/2024
2024 Q1	5/15/2024	2,899	0.0%	83,115	3/31/2024
2023 Q4	2/12/2024	41	0.0%	1,287	12/31/2023
2023 Q3	11/13/2023	33	0.0%	1,111	9/30/2023
2023 Q2	8/14/2023	42	0.0%	1,341	6/30/2023
2023 Q1	5/15/2023	40	0.0%	1,341	3/31/2023
2022 Q4	2/15/2023	11	0.0%	413	12/31/2022
2022 Q3	11/10/2022	12	0.0%	413	9/30/2022
2022 Q2	8/4/2022	13	0.0%	413	6/30/2022
2022 Q1	5/2/2022	14	0.0%	413	3/31/2022
2021 Q4	2/8/2022	15	0.0%	413	12/31/2021
2021 Q3	11/12/2021	14	0.0%	413	9/30/2021
2021 Q2	8/13/2021	14	0.0%	413	6/30/2021
2021 Q1	5/14/2021	20	0.0%	611	3/31/2021
2020 Q4	2/11/2021	19	0.0%	611	12/31/2020
2020 Q3	10/30/2020	17	0.0%	611	9/30/2020
2020 Q2	8/6/2020	17	0.0%	599	6/30/2020
2020 Q1	4/29/2020	22	0.0%	922	3/31/2020
2019 Q4	1/17/2020	28	0.0%	922	12/31/2019