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Disclosery

IFRA ISHARES TR

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SHS (fund)

356 managers (362 13F filers) reported a position in IFRA shares at 2025-03-31, 28,097,753 shares in all. 40 filers opened a position and 135 filers sold out during the quarter.

Managers
356
13F filers
362
New
40
Added
84
Reduced
185
Sold out
135
Shares held by filers
28,097,753

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
FFG RETIREMENT ADVISORS LLC6,439$290K0.2%-3,69513F-HRTimeline
&PARTNERS6,411$289K<0.01%-7,86613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC6,407$289K0.03%+6,08913F-HRTimeline
Concorde Asset Management, LLC6,600$288K0.15%-13113F-HRTimeline
Proactive Wealth Strategies LLC6,366$287K0.15%+13713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…6,331$285K0.01%new13F-HRTimelineGroup
Focus Financial Network, Inc.6,288$283K0.01%-18,20413F-HRTimeline
LANARK FINANCIAL, INC.6,284$283K0.02%+6,27813F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.6,223$280K0.02%+14713F-HRTimelineGroup
Balboa Wealth Partners6,192$279K0.07%+2913F-HRTimeline
BLAIR WILLIAM & CO/IL6,130$276K<0.01%+20213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC6,059$273K0.02%-1,43513F-HR/ATimeline
Redwood Investment Management, LLCin group Redwood Investment Management…6,054$273K0.03%+40913F-HR/ATimelineGroup
Advus Financial Partners, LLC6,043$272K0.12%-1,06213F-HR/ATimeline
West Wealth Group, LLC5,976$270K0.08%-68,96113F-HRTimeline
HRT FINANCIAL LP5,960$268K<0.01%new13F-HRTimeline
Sovereign Financial Group, Inc.5,938$268K0.06%-5,12613F-HRTimeline
Financial Advocates Investment Manageme…5,928$267K0.02%new13F-HRTimeline
EVERPAR ADVISORS LLC5,828$263K0.14%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,774$260K0.01%-83913F-HRTimelineGroup
Yukon Wealth Management, Inc.5,695$257K0.11%13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC5,657$255K0.01%-71,60513F-HRTimelineGroup
BCU Wealth Advisors, LLC5,651$255K0.13%+1,12213F-HRTimeline
PFG Advisors5,594$252K0.01%-5,65513F-HRTimeline
Detalus Advisors, LLC5,551$250K0.08%-37,06213F-HRTimeline
Magnus Financial Group LLC5,494$248K0.02%-85713F-HRTimeline
Ridgeline Wealth, LLC5,378$242K0.21%-83813F-HRTimeline
WealthShield Partners, LLC5,279$238K0.03%-16,61413F-HRTimeline
Marks Group Wealth Management, Inc5,272$238K0.02%013F-HRTimeline
Stonebrook Private Inc.5,216$235K0.06%-33,77113F-HRTimeline
Mayflower Financial Advisors, LLC5,182$234K0.04%-16,02913F-HRTimeline
D.A. DAVIDSON & CO.5,171$233K<0.01%-90213F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…5,149$232K0.04%013F-HRTimeline
OPTIMA CAPITAL LLC5,110$230K0.15%new13F-HRTimeline
McCarthy & Cox5,024$226K0.1%+113F-HRTimeline
Savvy Advisors, Inc.4,943$223K0.02%-45,06313F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC4,928$222K0.04%013F-HRTimeline
Keystone Wealth Services, LLC4,871$220K0.06%+213F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…4,767$215K0.02%-42213F-HRTimeline
Perigon Wealth Management, LLC4,639$209K0.01%-39,99613F-HRTimeline
OMNI 360 Wealth, Inc.4,577$206K0.14%-39413F-HR/ATimeline
Wealth Management Associates, Inc.4,575$206K0.09%013F-HRTimeline
TOWNSQUARE CAPITAL LLC4,509$203K<0.01%-12,60813F-HRTimeline
Latitude Advisors, LLC4,488$202K0.12%+11713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management4,468$201K<0.01%-25,41913F-HRTimelineGroup
Signal Advisors Wealth, LLC4,457$201K0.02%-86213F-HRTimeline
Kingsview Wealth Management, LLC4,442$200K<0.01%new13F-HRTimeline
First Horizon Advisors, Inc.4,327$195K0.01%-20,20913F-HRTimeline
VALLEY NATIONAL ADVISERS INC3,387$152K0.03%-23213F-HRTimeline
Mascoma Wealth Management LLC3,333$150K0.04%-9613F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC3,132$145K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,183$143K<0.01%+2,13713F-HRTimeline
Front Row Advisors LLC3,062$138K0.05%013F-HRTimeline
Medallion Wealth Advisors, LLC2,955$134K0.06%+12013F-HRTimeline
Parallel Advisors, LLC2,965$134K<0.01%+46713F-HRTimeline
Clearstead Advisors, LLC2,950$133K<0.01%+34713F-HRTimeline
SOA Wealth Advisors, LLC.2,734$123K0.03%+1613F-HRTimeline
Sound Income Strategies, LLC2,594$117K0.01%+8013F-HRTimeline
Aptus Capital Advisors, LLC2,520$114K<0.01%-20313F-HRTimeline
PRIVATE TRUST CO NA2,384$107K0.01%-1,39513F-HRTimeline
Geneos Wealth Management Inc.2,316$104K<0.01%+1,17313F-HRTimeline
Golden State Wealth Management, LLC2,159$97.3K0.01%-10813F-HR/ATimeline
Peoples Bank/KS2,128$95.9K0.07%013F-HRTimeline
Grove Bank & Trust2,000$90.1K0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,888$85.1K<0.01%-1,37913F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,827$82.3K<0.01%-17,12113F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC1,785$80.5K<0.01%+913F-HRTimelineGroup
Sandy Spring Bank1,688$76.1K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.1,581$71.2K<0.01%-92613F-HRTimeline
Physician Wealth Advisors, Inc.1,543$69.5K0.01%-43,29813F-HRTimeline
Wilmington Savings Fund Society, FSB1,469$66.2K<0.01%-13213F-HRTimeline
Global Trust Asset Management, LLC1,420$64K0.04%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,374$61.9K<0.01%-3,15213F-HRTimeline
MAI Capital Management1,274$57.4K<0.01%-20813F-HRTimeline
Clearstead Trust, LLC1,200$54.1K0.01%new13F-HRTimeline
Ramirez Asset Management, Inc.1,000$45.1K0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,000$45.1K0.02%013F-HR/ATimeline
HAZLETT, BURT & WATSON, INC.920$43K0.02%+40113F-HRTimeline
Opal Wealth Advisors, LLC945$42.6K0.01%new13F-HRTimeline
Centricity Wealth Management, LLC909$41K0.04%+68713F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.799$36K<0.01%-8713F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…778$35.1K<0.01%13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST769$34.7K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\744$33.5K<0.01%-74,57813F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …715$32.2K0.01%13F-HRTimelineGroup
Cordant, Inc.675$30.4K0.02%new13F-HRTimeline
AMERIFLEX GROUP, INC.654$29.5K0.01%-1,94613F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC648$29.2K0.01%013F-HRTimelineGroup
MATHER GROUP, LLC.642$28.9K<0.01%-4,14413F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding625$28.2K-10Timeline
Aventura Private Wealth, LLC532$24K0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC470$21.2K<0.01%new13F-HRTimeline
Continuum Advisory, LLC446$20.1K<0.01%-79813F-HRTimeline
North Star Investment Management Corp.415$18.7K<0.01%013F-HRTimeline
Balentine LLC409$18.4K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp378$17K0.02%-9913F-HRTimeline
Provenance Wealth Advisors, LLC376$16.9K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.332$15K<0.01%-920,51913F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC328$14.8K<0.01%new13F-HRTimeline
REAP Financial Group, LLC312$14.1K<0.01%-4213F-HRTimeline
Pacific Center for Financial Services291$13.1K<0.01%+213F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC290$13.1K<0.01%013F-HRTimeline
NorthRock Partners, LLC258$11.6K<0.01%-14913F-HRTimeline
Synergy Investment Management, LLC240$10.8K<0.01%-4,64313F-HRTimeline
SVB WEALTH LLC236$10.6K<0.01%new13F-HRTimeline
JNBA Financial Advisors217$9.79K<0.01%+113F-HRTimeline
Transce3nd, LLC184$8.29K<0.01%-72313F-HRTimeline
AdvisorNet Financial, Inc178$8.03K<0.01%-32813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC185$8K<0.01%+2413F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.159$7.16K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…151$6.81K<0.01%+14513F-HRTimelineGroup
N.E.W. Advisory Services LLC140$6.31K<0.01%new13F-HRTimeline
Rossby Financial, LCC137$6.16K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…128$5.78K<0.01%+2813F-HRTimeline
Beacon Capital Management, LLC125$5.65K<0.01%013F-HRTimeline
Versant Capital Management, Inc113$5.09K<0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC111$5K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.104$4.69K<0.01%-74313F-HRTimeline
Innovative Advisory Group, LLC102$4.6K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO101$4.55K<0.01%new13F-HRTimelineGroup
Smartleaf Asset Management LLC97$4.37K<0.01%+8813F-HRTimeline
Cornerstone Planning Group LLC83$3.66K<0.01%-5813F-HRTimeline
ORG Partners LLC77$3.52K<0.01%-60413F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP74$3.33K<0.01%013F-HRTimelineGroup
AlphaCore Capital LLC72$3.25K<0.01%new13F-HRTimeline
Bogart Wealth, LLC70$3.15K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC68$3.06K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC66$2.98K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton65$2.93K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.64$2.88K<0.01%new13F-HRTimelineGroup
Vermillion & White Wealth Management Gr…50$2.25K<0.01%-1,40913F-HRTimeline
Capital A Wealth Management, LLC48$2.16K<0.01%-7,45113F-HRTimeline
Financial Freedom, LLC45$2.05K<0.01%013F-HRTimeline
Flaharty Asset Management, LLC44$1.98K<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC40$1.8K<0.01%013F-HRTimeline
Dunhill Financial, LLC38$1.7K<0.01%013F-HRTimeline
Arax Advisory Partners37$1.67K<0.01%+2313F-HRTimeline
Caldwell Trust Co36$1.62K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC34$1.53K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.22$1.01K<0.01%013F-HRTimelineGroup
OGOREK ANTHONY JOSEPH /NY/ /ADV23$1K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC20$1K<0.01%-17,21713F-HRTimelineGroup
Retirement Wealth Solutions LLC21$945<0.01%-3,79313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.23$942<0.01%new13F-HRTimelineGroup
Morton Brown Family Wealth, LLC16$721<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.13$586<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC13$586<0.01%013F-HRTimeline
Larson Financial Group LLC12$541<0.01%013F-HRTimeline
Key Financial Inc12$541<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC11$511<0.01%013F-HRTimeline
AFFINITY WEALTH LLC11$496<0.01%013F-HRTimeline
Tidemark, LLC3$138<0.01%new13F-HRTimeline
LGT Financial Advisors LLC2$128<0.01%-1,62113F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.2$91<0.01%new13F-HRTimeline
Semmax Financial Advisors Inc.2$83<0.01%-2,88513F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-26,86713F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.