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
Q1 2026
· Q4 2025
Value (USD)
Total reported value ($000)
$5.859B
QoQ value delta ($000)
+$140.2M
(+2.45%)
Implied price effect (QoQ)
+2.71%
Shares
Total shares
137,946,361
QoQ shares delta
-342,247
(-0.25%)
Total shares held by funds (by quarter)
Market chart (HEFA)
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Top holders (Q1 2026)
Top 25 only
Full list
Partial Q1 2026 data: 427 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | 2,043,630 | 48,091,087 | 0.23% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 251,954 | 5,929,029 | 3.1% |
| ENVESTNET ASSET MANAGEMENT INC | 195,132 | 4,591,882 | 0.05% |
| AMERIPRISE FINANCIAL INC | 181,641 | 4,272,968 | 0.04% |
| JPMORGAN CHASE & CO | 175,266 | 4,222,263 | 0.01% |
| MORGAN STANLEY | 160,694 | 3,781,496 | 0.01% |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 152,098 | 3,579,217 | 5.73% |
| LPL Financial LLC | 150,529 | 3,542,299 | 0.04% |
| Dynasty Wealth Management, LLC | 147,594 | 3,473,227 | 1.29% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 146,810 | 3,454,761 | 0.09% |
| Quotient Wealth Partners, LLC | 143,112 | 3,367,759 | 3.77% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 142,279 | 3,344,417 | 0.88% |
| NorthRock Partners, LLC | 130,662 | 3,074,762 | 2.11% |
| WELLS FARGO & COMPANY/MN | 86,845 | 2,043,672 | 0.02% |
| NORTHERN TRUST CORP | 84,167 | 1,980,647 | 0.01% |
| Waverly Advisors, LLC | 81,907 | 1,927,453 | 0.61% |
| BANK OF AMERICA CORP /DE/ | 71,808 | 1,689,813 | 0.01% |
| Cetera Investment Advisers | 59,912 | 1,409,864 | 0.06% |
| OSAIC HOLDINGS, INC. | 53,072 | 1,248,667 | 0.08% |
| MML INVESTORS SERVICES, LLC | 48,257 | 1,135,613 | 0.13% |
| PNC FINANCIAL SERVICES GROUP, INC. | 43,911 | 1,033,324 | 0.03% |
| Jordan Park Group LLC | 42,290 | 995,388 | 2.25% |
| FLOW TRADERS U.S. LLC | 41,836 | 984,500 | 1.32% |
| RAYMOND JAMES FINANCIAL INC | 39,843 | 937,602 | 0.01% |
| Mariner, LLC | 37,455 | 881,418 | 0.04% |