Skip to content
Disclosery

IFRA ISHARES TR

Follow

SHS (fund)

454 managers (464 13F filers) reported a position in IFRA shares at 2024-12-31, 50,852,112 shares in all. 38 filers opened a position and 39 filers sold out during the quarter.

Managers
454
13F filers
464
New
38
Added
205
Reduced
129
Sold out
39
Shares held by filers
50,852,112

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Spectrum Planning & Advisory Services I…15,409$713K0.62%+23413F-HRTimeline
Fortitude Financial, LLC15,347$710K0.4%13F-HRTimeline
Mutual Advisors, LLC14,686$708K0.02%+3,03113F-HRTimeline
Sigma Planning Corp14,985$694K0.02%-84713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/14,511$672K<0.01%+5513F-HRTimelineGroup
Maxwell Wealth Strategies Inc.14,462$669K0.27%+55013F-HRTimeline
&PARTNERS14,277$666K0.01%+2,56913F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC14,279$661K0.43%+3,06513F-HRTimeline
Pallas Capital Advisors LLC14,257$660K0.03%+80913F-HRTimeline
Tradition Wealth Management, LLC14,122$654K0.06%+10813F-HRTimeline
Lantz Financial LLC14,077$652K0.17%+2113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,842$641K<0.01%+7,58513F-HRTimelineGroup
Werba Rubin Papier Wealth Management13,664$633K0.15%+313F-HRTimeline
Financial Perspectives, Inc13,635$631K0.21%013F-HRTimeline
Mosley Wealth Management13,133$621K0.38%+53513F-HRTimeline
CoreCap Advisors, LLC12,959$600K0.03%-2,05113F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT12,865$596K0.07%-24013F-HRTimeline
True Vision MN LLC12,421$575K0.34%+49513F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC12,359$572K0.29%13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/12,150$562K<0.01%013F-HRTimelineGroup
Factor Wealth Management LTD11,874$550K0.18%13F-HRTimeline
Centurion Wealth Management LLC11,657$540K0.17%-80713F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC11,569$536K0.23%+1,21513F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC11,561$535K0.27%-22713F-HRTimeline
Csenge Advisory Group11,553$535K0.03%+28913F-HRTimeline
Robertson Stephens Wealth Management, L…11,353$526K0.02%+1,61113F-HRTimeline
CW Advisors, LLC11,339$525K0.01%+3,05013F-HRTimeline
PFG Advisors11,249$521K0.03%-23613F-HRTimeline
Hoxton Planning & Management, LLC11,222$519K0.2%-73413F-HRTimeline
Riverbend Wealth Management, LLC11,167$519K0.46%13F-HRTimeline
Sovereign Financial Group, Inc.11,064$512K0.12%-17013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.11,000$509K<0.01%-65013F-HRTimelineGroup
Sage Capital Management, LLC10,949$507K0.26%+1413F-HRTimeline
FMR LLCin group FMR LLC10,698$495K<0.01%+1,37213F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC10,625$492K<0.01%new13F-HRTimelineGroup
Allen Capital Group, LLC10,560$489K0.06%+76513F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich9,515$486K<0.01%+65813F-HRTimeline
Insight Wealth Partners, LLC10,413$482K0.31%+4113F-HRTimeline
Gen-Wealth Partners Inc10,208$473K0.2%+34513F-HRTimeline
TCI Wealth Advisors, Inc.10,146$470K0.04%013F-HRTimeline
FFG RETIREMENT ADVISORS LLC10,134$469K0.31%+20513F-HRTimeline
Western Wealth Management, LLC10,109$468K0.03%+5,04113F-HR/ATimeline
Cascade Financial Partners, LLC10,090$467K0.06%+15013F-HRTimeline
Clifford Group, LLC9,982$462K0.35%+10213F-HRTimeline
Arete Wealth Advisors, LLC9,960$461K0.03%+83913F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC9,650$447K0.04%+9513F-HRTimeline
Allworth Financial LP9,179$445K<0.01%+28913F-HRTimeline
VERUS CAPITAL PARTNERS, LLC9,504$440K0.04%-1,08113F-HR/ATimeline
MGO ONE SEVEN LLC9,300$431K0.02%+95413F-HRTimeline
Barnes Wealth Management Group, Inc8,925$413K0.28%13F-HRTimeline
Global Retirement Partners, LLC8,915$413K0.01%+1,90013F-HRTimeline
THEORY FINANCIAL LLC8,847$410K0.17%+44713F-HRTimeline
Modern Wealth Management, LLC8,845$409K0.02%new13F-HR/ATimeline
My Legacy Advisors, LLC8,636$409K0.16%-413F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC8,830$409K0.03%-2,35913F-HR/ATimeline
Gateway Wealth Partners, LLC8,771$406K0.11%+56213F-HRTimeline
Moors & Cabot, Inc.8,768$406K0.02%-10013F-HRTimeline
Shared Vision Wealth Group LLC8,747$405K0.21%-58113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth8,610$399K<0.01%new13F-HR/ATimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…8,349$386K<0.01%new13F-HRTimelineGroup
EHRLICH FINANCIAL GROUP8,339$386K0.27%+70213F-HRTimeline
Copperleaf Capital, LLC8,292$384K0.24%+44813F-HRTimeline
Avestar Capital, LLC8,291$384K0.03%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC8,197$379K0.01%-32013F-HRTimelineGroup
Vertex Planning Partners, LLC8,148$377K0.08%-19513F-HRTimeline
SCOTIA CAPITAL INC.8,146$377K<0.01%+58013F-HRTimeline
HB Wealth Management, LLC8,085$374K<0.01%+9113F-HRTimeline
Davis Wealth Advisors, LLC7,884$365K0.4%13F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC7,644$363K0.13%13F-HRTimeline
FULLCIRCLE WEALTH LLC7,564$360K0.15%+62513F-HRTimeline
Mainstream Capital Management LLC7,708$357K0.25%-113F-HRTimeline
SUMITOMO LIFE INSURANCE CO7,600$352K0.01%-6,40013F-HRTimeline
BUSH INVESTMENT GROUP, LLC7,575$351K0.27%+29813F-HRTimeline
WealthPLAN Partners, LLC7,545$349K0.05%-9513F-HRTimeline
Capital A Wealth Management, LLC7,499$347K0.58%13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC7,494$347K0.03%+35413F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.7,487$347K0.33%13F-HRTimeline
IFG Advisory, LLC7,421$344K0.02%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.7,254$336K0.02%-36,11813F-HRTimeline
Creekmur Asset Management LLC7,211$334K0.08%-91013F-HRTimeline
Advus Financial Partners, LLC7,105$329K0.14%-26013F-HR/ATimeline
W ADVISORS, LLC7,066$327K0.2%+24713F-HRTimeline
BIP Wealth, LLC7,054$327K0.02%+62513F-HRTimeline
RCS Financial Planning, LLC6,977$323K0.17%-32313F-HRTimeline
Patriot Financial Group Insurance Agenc…6,927$321K0.04%+6313F-HRTimeline
Concorde Asset Management, LLC6,731$312K0.16%-24113F-HRTimeline
REGIMEN WEALTH, LLC6,684$309K0.1%-45313F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.6,441$307K0.27%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management6,613$306K0.01%+1,61813F-HRTimelineGroup
Vantage Point Financial LLC6,600$306K0.16%13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC6,569$304K<0.01%-7,68913F-HRTimelineGroup
Shira Ridge Wealth Management6,465$299K0.15%-21,25413F-HRTimeline
Venturi Wealth Management, LLC6,364$295K0.01%-73613F-HRTimeline
WEALTHGARDEN F.S. LLC6,356$294K0.28%+3313F-HRTimeline
Magnus Financial Group LLC6,351$294K0.03%new13F-HRTimeline
Proactive Wealth Strategies LLC6,229$288K0.15%+12513F-HRTimeline
Ridgeline Wealth, LLC6,216$288K0.23%13F-HRTimeline
Balboa Wealth Partners6,163$285K0.07%+2413F-HRTimeline
Pines Wealth Management, LLC6,218$282K0.12%13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.6,076$281K0.02%+15413F-HRTimelineGroup
D.A. DAVIDSON & CO.6,073$281K<0.01%+8313F-HRTimeline
Commonwealth Retirement Investments LLC6,036$279K0.12%+4013F-HRTimeline
Fiduciary Alliance LLC6,008$278K0.03%-3,73913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,992$277K<0.01%new13F-HRTimelineGroup
BLAIR WILLIAM & CO/IL5,928$274K<0.01%+2613F-HRTimeline
CAP Partners, LLC5,899$273K0.19%+90413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC5,870$272K0.01%+22213F-HRTimeline
Strategic Financial Partners, Ltd.5,775$267K0.14%+6513F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…5,645$261K0.03%+25513F-HR/ATimelineGroup
BLALOCK WILLIAMS, LLC5,613$260K0.3%13F-HRTimeline
SUTTON PLACE INVESTORS LLC5,509$255K0.15%+2413F-HRTimeline
Equita Financial Network, Inc.5,338$247K0.09%+13913F-HRTimeline
Signal Advisors Wealth, LLC5,319$246K0.03%-3,64913F-HRTimeline
Marks Group Wealth Management, Inc5,272$244K0.02%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…5,189$240K0.02%+213F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…5,149$238K0.04%-8713F-HRTimeline
Clearview Wealth Advisors LLC5,142$238K0.18%+3313F-HRTimeline
Merkkuri Wealth Advisors LLC5,026$233K0.18%+16113F-HRTimeline
McCarthy & Cox5,023$233K0.08%013F-HRTimeline
Anchor Pointe Wealth Management, LLC5,030$232K0.3%13F-HRTimeline
Bison Wealth, LLC5,008$232K0.03%13F-HRTimeline
Interchange Capital Partners, LLC4,974$230K0.08%-25813F-HRTimeline
OMNI 360 Wealth, Inc.4,971$230K0.15%+1813F-HR/ATimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC4,928$228K0.04%013F-HRTimeline
Synergy Investment Management, LLC4,883$226K0.1%13F-HRTimeline
Keystone Wealth Services, LLC4,869$225K0.06%-3813F-HRTimeline
MKT Advisors LLC4,600$223K0.1%-13213F-HRTimeline
MATHER GROUP, LLC.4,786$222K<0.01%+35813F-HRTimeline
Wealth Management Associates, Inc.4,575$212K0.09%+7013F-HRTimeline
BCU Wealth Advisors, LLC4,529$210K0.12%-21313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV4,526$209K0.02%-4413F-HRTimeline
NWAM LLC4,518$209K0.01%new13F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC4,485$208K0.12%new13F-HRTimeline
Cooper Financial Group4,401$204K0.02%new13F-HRTimeline
Latitude Advisors, LLC4,371$202K0.11%new13F-HRTimeline
Emergent Wealth Advisors, LLC4,341$201K0.15%+5513F-HRTimeline
Raleigh Capital Management Inc.3,921$182K0.07%+1613F-HRTimeline
PRIVATE TRUST CO NA3,779$175K0.02%-72613F-HRTimeline
Retirement Wealth Solutions LLC3,814$173K0.15%13F-HRTimeline
VALLEY NATIONAL ADVISERS INC3,619$167K0.03%013F-HRTimeline
Federation des caisses Desjardins du Qu…3,430$159K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC3,429$159K0.04%-2713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,267$151K0.01%+28613F-HRTimelineGroup
WealthTrak Capital Management LLC3,205$148K0.13%13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC3,132$145K0.01%013F-HRTimeline
Front Row Advisors LLC3,062$142K0.05%-12413F-HRTimeline
MCF Advisors LLC3,031$140K0.01%new13F-HRTimeline
Semmax Financial Advisors Inc.2,887$138K0.04%+41913F-HRTimeline
Medallion Wealth Advisors, LLC2,835$131K0.07%13F-HRTimeline
Aptus Capital Advisors, LLC2,723$126K<0.01%+4213F-HRTimeline
SOA Wealth Advisors, LLC.2,718$126K0.02%+1413F-HR/ATimeline
AMERIFLEX GROUP, INC.2,600$123K0.06%13F-HRTimeline
Clearstead Advisors, LLC2,603$120K<0.01%013F-HRTimeline
Sound Income Strategies, LLC2,514$116K0.01%+10713F-HRTimeline
TD Waterhouse Canada Inc.2,507$116K<0.01%+2213F-HRTimeline
Parallel Advisors, LLC2,498$116K<0.01%+2913F-HRTimeline
Golden State Wealth Management, LLC2,267$105K0.02%13F-HRTimeline
Peoples Bank/KS2,128$98.5K0.07%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,776$82.2K<0.01%-3513F-HRTimelineGroup
Sandy Spring Bank1,688$78.1K<0.01%013F-HRTimeline
LGT Financial Advisors LLC1,623$75.2K0.17%+19313F-HRTimeline
Wilmington Savings Fund Society, FSB1,601$74.1K<0.01%+1,02213F-HRTimeline
GeoWealth Management, LLC1,567$72.5K<0.01%-11013F-HRTimeline
WR Wealth Planners, LLC1,492$69.1K0.02%-1,76813F-HRTimeline
MAI Capital Management1,482$68.6K<0.01%new13F-HRTimeline
Vermillion & White Wealth Management Gr…1,459$67.5K0.05%+1,12913F-HRTimeline
Global Trust Asset Management, LLC1,420$65.7K0.02%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP1,254$58K0.01%+113F-HRTimeline
Atlatl Advisers LLC1,251$57.9K0.03%13F-HRTimeline
Continuum Advisory, LLC1,244$57.6K0.01%+2313F-HRTimeline
Geneos Wealth Management Inc.1,143$52.9K<0.01%+5913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,046$48.4K<0.01%+5013F-HRTimeline
Ramirez Asset Management, Inc.1,000$46.3K0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,000$46.3K0.03%13F-HRTimeline
Transce3nd, LLC907$42K0.01%13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.886$41K<0.01%-55613F-HRTimelineGroup
Cape Investment Advisory, Inc.847$39.2K0.02%-3113F-HRTimeline
Zions Bancorporation, N.A.778$36K<0.01%013F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC803$33.8K0.02%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …715$33.1K0.01%-3813F-HRTimelineGroup
Global Financial Private Client, LLC713$33K0.01%-7713F-HRTimeline
ORG Partners LLC681$31.6K<0.01%-5213F-HRTimeline
WINTRUST INVESTMENTS LLC683$31K0.03%-9,38713F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC648$30K0.01%013F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding635$29.3K+10Timeline
Avior Wealth Management, LLC571$26.5K<0.01%+4313F-HRTimeline
Aventura Private Wealth, LLC532$24.6K0.01%13F-HRTimeline
HAZLETT, BURT & WATSON, INC.519$24K0.01%013F-HRTimeline
AdvisorNet Financial, Inc506$23.4K<0.01%-89,86113F-HRTimeline
Murphy & Mullick Capital Management Corp477$22.1K0.02%13F-HRTimeline
Element Wealth, LLC422$19.6K0.01%+15413F-HRTimeline
North Star Investment Management Corp.415$19.2K<0.01%013F-HRTimeline
Balentine LLC409$18.9K<0.01%new13F-HRTimeline
NorthRock Partners, LLC407$18.8K<0.01%-65313F-HR/ATimeline
REAP Financial Group, LLC354$16.4K<0.01%-4113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC318$14.7K<0.01%+113F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC290$13.4K<0.01%013F-HRTimeline
Pacific Center for Financial Services289$13.4K<0.01%+113F-HRTimeline
Quest 10 Wealth Builders, Inc.239$11.1K0.01%13F-HRTimeline
Centricity Wealth Management, LLC222$10.3K0.01%13F-HRTimeline