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
Q3 2026
· Q2 2026
Value (USD)
Total reported value ($000)
$6.295B
QoQ value delta ($000)
-$24K
(-0.0%)
Implied price effect (QoQ)
0.0%
Shares
Total shares
134,216,808
QoQ shares delta
-195
(0.0%)
Total shares held by funds (by quarter)
Shares (left)
Fund holders (right)
Market chart (HEFA)
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Top holders (Q3 2026)
Top 25 only
Full list
Partial Q3 2026 data: 2 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 | 2,275,516 | 48,492,631 | 0.2% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 214,027 | 4,561,052 | 2.68% |
| ENVESTNET ASSET MANAGEMENT INC | 206,781 | 4,406,631 | 0.05% |
| JPMORGAN CHASE & CO | 201,287 | 4,310,684 | 0.01% |
| AMERIPRISE FINANCIAL INC | 192,057 | 4,090,734 | 0.04% |
| MORGAN STANLEY | 168,183 | 3,584,090 | 0.01% |
| Dynasty Wealth Management, LLC | 167,182 | 3,562,756 | 1.24% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 165,579 | 3,528,604 | 0.09% |
| Quotient Wealth Partners, LLC | 161,402 | 3,439,589 | 3.81% |
| LPL Financial LLC | 161,176 | 3,434,779 | 0.04% |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 160,458 | 3,419,467 | 5.66% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 146,748 | 3,126,452 | 0.81% |
| NorthRock Partners, LLC | 133,274 | 2,840,162 | 1.93% |
| WELLS FARGO & COMPANY/MN | 95,718 | 2,039,824 | 0.02% |
| NORTHERN TRUST CORP | 94,444 | 2,012,676 | 0.01% |
| BANK OF AMERICA CORP /DE/ | 90,976 | 1,938,755 | 0.01% |
| Waverly Advisors, LLC | 79,523 | 1,694,704 | 0.46% |
| Cetera Investment Advisers | 71,919 | 1,532,638 | 0.07% |
| OSAIC HOLDINGS, INC. | 63,830 | 1,360,026 | 0.08% |
| PNC FINANCIAL SERVICES GROUP, INC. | 51,281 | 1,092,847 | 0.03% |
| RAYMOND JAMES FINANCIAL INC | 46,309 | 986,887 | 0.01% |
| Jordan Park Group LLC | 46,028 | 980,903 | 2.33% |
| Private Advisor Group, LLC | 45,298 | 965,338 | 0.21% |
| Verde Capital Management | 41,362 | 881,454 | 7.65% |
| US BANCORP \DE\ | 36,581 | 779,571 | 0.04% |