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Disclosery

IFRA ISHARES TR

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SHS (fund)

425 managers (431 13F filers) reported a position in IFRA shares at 2026-06-30, 37,960,328 shares in all. 51 filers opened a position and 23 filers sold out during the quarter.

Managers
425
13F filers
431
New
51
Added
169
Reduced
118
Sold out
23
Shares held by filers
37,960,328

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Sage Mountain Advisors LLC7,682$484K0.03%013F-HRTimeline
Sigma Planning Corp7,634$481K0.01%+8113F-HRTimeline
&PARTNERS7,475$472K<0.01%-1,57513F-HRTimeline
Quadrant Private Wealth Management, LLC7,441$469K0.1%+1,01913F-HRTimeline
Columbus Macro, LLC7,396$466K0.05%+92413F-HRTimeline
Lakeshore Financial Planning, Inc.7,326$462K0.15%+25313F-HRTimeline
Fiduciary Alliance LLC7,226$456K0.03%+18813F-HRTimeline
Mutual Advisors, LLC7,215$455K0.01%-61213F-HRTimeline
Federation des caisses Desjardins du Qu…7,172$452K<0.01%013F-HRTimeline
BIP Wealth, LLC7,110$448K0.01%+5613F-HRTimeline
Savvy Advisors, Inc.7,073$446K0.01%+2,99813F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC7,064$445K0.04%+83613F-HRTimeline
Oak Barrel Wealth Advisory LLC6,901$435K0.19%13F-HRTimeline
Narus Financial Partners, LLC6,883$434K0.11%new13F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT6,854$432K0.04%013F-HRTimeline
Sun Group Wealth Partners6,718$424K0.29%-22613F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…6,676$421K0.12%-2,44413F-HRTimeline
BEACON FINANCIAL GROUP6,659$420K0.04%-513F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …6,646$419K0.02%-1,34613F-HRTimeline
Capstone Financial Advisors, Inc.6,600$416K0.02%+1913F-HRTimeline
Moors & Cabot, Inc.6,591$415K0.02%-33513F-HRTimeline
Proactive Wealth Strategies LLC6,565$414K0.07%+2013F-HRTimeline
OpenArc Corporate Advisory, LLC6,543$412K<0.01%-15813F-HRTimeline
IEQ CAPITAL, LLC6,489$409K<0.01%-613F-HRTimeline
TSA Wealth Managment LLC6,414$404K0.11%-17813F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.6,408$404K0.02%+913F-HRTimelineGroup
CoreCap Advisors, LLC6,401$404K0.01%-52013F-HRTimeline
Concorde Asset Management, LLC6,330$399K0.23%+16113F-HRTimeline
Mainstream Capital Management LLC6,307$398K0.24%-13013F-HRTimeline
Quantinno Capital Management LP6,225$392K<0.01%+1,43513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC6,217$392K0.01%+1813F-HRTimeline
Allworth Financial LP6,150$388K<0.01%-69913F-HRTimeline
Beacon Pointe Advisors, LLC6,125$386K<0.01%+92013F-HRTimeline
One Wealth Advisors, LLC6,089$384K0.04%-19313F-HRTimeline
LANARK FINANCIAL, INC.6,034$380K0.03%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT6,008$379K0.01%+5113F-HR/ATimeline
Cypress Wealth Services, LLC5,964$376K0.05%-1,83513F-HRTimeline
Horst & Graben Wealth Management LLC6,007$372K0.05%-7313F-HRTimeline
Asempa Wealth Advisors5,890$371K0.28%+1013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,809$366K<0.01%+6913F-HRTimelineGroup
Global Retirement Partners, LLC5,698$359K0.01%13F-HRTimeline
TENET WEALTH PARTNERS, LLC5,774$357K0.27%13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…5,589$352K0.04%-15913F-HRTimeline
Prospera Financial Services Inc5,549$350K0.01%+1,01913F-HRTimeline
Sovereign Financial Group, Inc.5,513$348K0.05%013F-HRTimeline
Magnus Financial Group LLC5,470$345K0.02%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,444$343K<0.01%+1,33313F-HRTimeline
J. Mark Nickell & Co.5,419$342K0.27%+11513F-HRTimeline
Calder Financial LLC5,323$336K0.32%+9213F-HRTimeline
Sharkey, Howes & Javer5,231$330K0.04%013F-HRTimeline
LaFleur & Godfrey LLC5,223$329K0.04%+29113F-HRTimeline
Parallel Advisors, LLC5,127$323K<0.01%+59513F-HRTimeline
Robertson Stephens Wealth Management, L…5,105$322K0.01%-80013F-HRTimeline
Marks Group Wealth Management, Inc4,924$310K0.03%013F-HRTimeline
Scarborough Advisors, LLC4,896$304K0.03%-13913F-HRTimeline
MONECO ADVISORS, LLC4,760$300K0.02%new13F-HRTimeline
West Wealth Group, LLC4,703$297K0.05%+1413F-HRTimeline
Donalies Financial Planning, LLC4,638$292K0.22%-23613F-HRTimeline
Perigon Wealth Management, LLC4,637$292K<0.01%+39713F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…4,595$290K0.02%-113F-HRTimeline
FIRST HORIZON CORP4,586$289K0.01%+48713F-HRTimeline
Wealth Management Associates, Inc.4,575$288K0.08%013F-HRTimeline
Atria Investments, Inc4,483$283K<0.01%+17913F-HRTimeline
Ridgeline Wealth, LLC4,442$280K0.16%-8413F-HRTimeline
Cladis Investment Advisory, LLC4,300$271K0.13%013F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC4,230$267K0.03%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,172$263K<0.01%-16013F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.4,171$263K0.01%-3,32013F-HRTimeline
Firestone Capital Management4,064$256K0.05%013F-HRTimeline
D.A. DAVIDSON & CO.4,037$255K<0.01%+33613F-HRTimeline
Yukon Wealth Management, Inc.4,012$253K0.07%-39913F-HRTimeline
Trek Financial, LLC4,001$252K0.01%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,941$248K<0.01%+2013F-HRTimelineGroup
CATHY PARETO & ASSOCIATES, INC3,871$244K0.14%+1213F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG3,846$244K<0.01%013F-HRTimelineGroup
United Advisor Group, LLC3,793$239K0.03%+8313F-HRTimeline
Vawter Financial, Ltd.3,670$231K0.09%013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC3,600$227K0.04%013F-HRTimeline
Aptus Capital Advisors, LLC3,564$225K<0.01%-46213F-HRTimeline
Liberty Atlantic Advisors LLC3,509$221K0.16%-5013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC3,465$218K0.1%+1013F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …3,450$218K0.03%new13F-HRTimeline
Midwest Heritage Bank, FSB3,415$215K0.06%new13F-HRTimeline
Gladstone Institutional Advisory LLC3,403$215K0.01%new13F-HRTimeline
Tempo Wealth, LLC3,367$212K0.03%new13F-HRTimeline
CFS Investment Advisory Services, LLC3,406$212K0.01%-33413F-HRTimeline
VALLEY NATIONAL ADVISERS INC3,360$212K0.02%013F-HRTimeline
Clearstead Advisors, LLC3,358$212K<0.01%+1,18113F-HRTimeline
Mountain Capital Investment Advisors In…3,336$210K0.03%+3013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC3,132$197K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,041$192K0.01%-15413F-HRTimelineGroup
Front Row Advisors LLC3,047$187K0.05%013F-HRTimeline
PRIVATE TRUST CO NA2,954$186K0.01%+54013F-HRTimeline
RMG Wealth Management LLC7,245$180K0.02%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,793$176K<0.01%+60713F-HRTimelineGroup
SOA Wealth Advisors, LLC.2,793$176K0.03%+813F-HRTimeline
TUCKER ASSET MANAGEMENT LLC2,784$176K0.04%+1,64113F-HRTimeline
Physician Wealth Advisors, Inc.2,727$172K0.02%-2313F-HRTimeline
Mascoma Wealth Management LLC2,626$166K0.03%-9813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,597$164K<0.01%+1,04813F-HRTimelineGroup
Provenance Wealth Advisors, LLC2,459$155K0.01%+31813F-HRTimeline
Medallion Wealth Advisors, LLC2,226$140K0.04%-1413F-HRTimeline
VIMA LLC2,201$139K0.14%13F-HRTimeline
Midwest Capital Advisors, LLC2,141$135K0.05%-513F-HRTimeline
Kilter Group LLC2,129$134K0.05%013F-HRTimeline
Grove Bank & Trust2,000$126K0.01%013F-HRTimeline
Activest Wealth Management1,900$120K0.02%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,688$106K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC1,525$96.1K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.1,508$93.5K<0.01%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …1,442$90.9K<0.01%+59213F-HRTimelineGroup
WealthShield Partners, LLC1,426$89.9K0.01%-41913F-HRTimeline
Mosley Wealth Management1,387$87.4K0.03%-5,30513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,375$86.7K<0.01%013F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors1,330$83.8K0.01%+70513F-HRTimelineGroup
Cherry Tree Wealth Management, LLC1,300$82K0.02%013F-HRTimeline
Golden State Wealth Management, LLC1,271$80.2K0.01%-34313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,251$78.8K<0.01%-48513F-HRTimelineGroup
Clearstead Trust, LLC1,200$75.6K0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,166$73.5K<0.01%+113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,160$73.1K<0.01%-6513F-HRTimeline
Capital Investment Advisory Services, L…1,155$72.8K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,146$72.2K<0.01%-15113F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC1,075$67.8K0.02%+313F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS1,057$66.7K0.01%new13F-HRTimeline
Cornerstone Planning Group LLC1,052$65.2K0.01%+313F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,000$63K0.01%new13F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC946$59.6K0.04%013F-HRTimeline
Harbor Asset Planning, Inc.927$58.4K0.04%+313F-HRTimeline
HAZLETT, BURT & WATSON, INC.901$57K0.02%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST789$49.7K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.781$49.2K<0.01%013F-HRTimeline
Signature Equity Partners, LLC688$43.4K0.02%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…672$42.4K<0.01%-43213F-HRTimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC648$40.9K<0.01%013F-HRTimelineGroup
MATHER GROUP, LLC.642$40.5K<0.01%-15013F-HRTimeline
N.E.W. Advisory Services LLC575$36.2K<0.01%+43513F-HRTimeline
Gunpowder Capital Management, LLC dba O…560$35.3K0.02%013F-HRTimeline
Smartleaf Asset Management LLC536$34K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC532$33.5K0.01%013F-HRTimeline
BAYBAN506$31.9K0.02%013F-HRTimeline
Robinswood Financial LLC482$30.4K0.01%new13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…477$30.1K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC456$28.7K<0.01%new13F-HRTimeline
IFG Advisory, LLC425$26.8K<0.01%new13F-HRTimeline
Washington Trust Advisors, Inc.424$26.7K<0.01%new13F-HRTimeline
North Star Investment Management Corp.415$26.2K<0.01%-29313F-HRTimeline
Balentine LLC409$25.8K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…409$25.3K<0.01%-5113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources400$25.2K<0.01%new13F-HRTimelineGroup
Dunhill Financial, LLC390$24.6K0.01%+35213F-HRTimeline
Murphy & Mullick Capital Management Corp384$24.2K0.02%+113F-HRTimeline
Corsicana & Co.346$21.8K0.01%013F-HRTimeline
Vision Retirement, LLC315$19.9K<0.01%013F-HRTimeline
PlanVest Financial, Inc305$19.2K0.01%new13F-HRTimeline
UMB Bank, n.a.300$18.9K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BARD ASSOCIATES INC300$18.9K<0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC290$18.3K<0.01%new13F-HRTimeline
AlphaCore Capital LLC264$16.6K<0.01%-1813F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC251$15.8K<0.01%013F-HRTimeline
LifeSteps Financial, Inc.251$15.8K0.01%new13F-HRTimeline
Investment Research & Advisory Group, I…238$15K<0.01%new13F-HRTimeline
JNBA Financial Advisors221$14K<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding205$12.9K0Timeline
Basecamp Wealth Advisors LLC200$12.6K<0.01%013F-HRTimeline
Heritage Wealth Advisors187$11.8K<0.01%+113F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …181$11.4K<0.01%13F-HRTimelineGroup
Gleason Group, Inc.179$11.3K<0.01%013F-HRTimeline
Gould Capital, LLC175$11K0.01%new13F-HRTimeline
Keystone Financial Group, Inc.169$10.7K0.01%013F-HRTimeline
CX Institutional160$10K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.152$9.61K<0.01%+1113F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.143$9.03K<0.01%+1213F-HRTimeline
CITY HOLDING CO115$7.25K<0.01%013F-HRTimeline
Triumph Capital Management113$7.12K<0.01%013F-HRTimeline
Versant Capital Management, Inc113$7.12K<0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC111$7K0.01%013F-HRTimeline
Rossby Financial, LCC103$6.49K<0.01%-25313F-HRTimeline
Anchor Investment Management, LLC100$6.3K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC97$6.12K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…86$5.42K<0.01%+113F-HRTimeline
JDM Financial Group LLC86$5.41K<0.01%013F-HRTimeline
Nemes Rush Group LLC79$4.96K<0.01%+113F-HRTimeline
Godfrey Financial Associates, Inc.78$4.92K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP74$4.67K<0.01%013F-HRTimelineGroup
Timbuktu Capital Management, LLC73$4.59K0.01%13F-HRTimeline
First Bancorp, Inc /ME/71$4.48K<0.01%new13F-HRTimeline
Bogart Wealth, LLC70$4.41K<0.01%013F-HRTimeline
Key Financial Inc69$4.35K<0.01%013F-HRTimeline
Stone House Investment Management, LLC69$4.32K<0.01%-113F-HRTimeline
Cape Investment Advisory, Inc.64$4.04K<0.01%new13F-HRTimeline
MCF Advisors LLC62$3.89K<0.01%new13F-HRTimeline
1 NORTH WEALTH SERVICES LLC54$3.4K<0.01%new13F-HRTimeline
High Note Wealth, LLC51$3.21K<0.01%013F-HRTimeline
TRUST CO OF VERMONT49$3.09K<0.01%13F-HRTimeline
TSFG, LLC46$3K<0.01%013F-HRTimeline
High Point Wealth Management, LLC47$2.97K<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC37$2.36K<0.01%013F-HRTimeline
Caldwell Trust Co36$2.27K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC34$2.14K<0.01%-4313F-HRTimeline