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Disclosery

IFRA ISHARES TR

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SHS (fund)

341 managers (347 13F filers) reported a position in IFRA shares at 2025-06-30, 27,110,422 shares in all. 38 filers opened a position and 53 filers sold out during the quarter.

Managers
341
13F filers
347
New
38
Added
106
Reduced
145
Sold out
53
Shares held by filers
27,110,422

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Creekmur Asset Management LLC4,933$243K0.04%-2,28013F-HRTimeline
Marks Group Wealth Management, Inc4,924$242K0.02%-34813F-HRTimeline
Kingsview Wealth Management, LLC4,906$241K<0.01%+46413F-HRTimeline
Proactive Wealth Strategies LLC4,885$240K0.11%-1,48113F-HRTimeline
Keystone Wealth Services, LLC4,873$240K0.06%+213F-HRTimeline
Ridgeline Wealth, LLC4,757$234K0.19%-62113F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…4,593$226K0.02%-17413F-HRTimeline
Wealth Management Associates, Inc.4,575$225K0.09%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC4,523$222K0.01%-1,13413F-HRTimelineGroup
180 WEALTH ADVISORS, LLC4,516$222K0.03%new13F-HRTimeline
McCarthy & Cox4,475$220K0.06%-54913F-HRTimeline
Global Retirement Partners, LLC4,367$215K0.01%13F-HRTimeline
First Horizon Advisors, Inc.4,327$213K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,295$211K0.01%-1,47913F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management4,288$211K<0.01%-18013F-HRTimelineGroup
Advus Financial Partners, LLC4,232$208K0.08%-1,81113F-HR/ATimeline
Snowden Capital Advisors LLC4,192$206K0.01%-2,40513F-HRTimeline
PFG Advisors4,132$203K0.01%-1,46213F-HRTimeline
Gotham Asset Management, LLC4,105$202K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,514$173K<0.01%+33113F-HRTimeline
VALLEY NATIONAL ADVISERS INC3,360$165K0.03%-2713F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC3,132$154K0.01%013F-HRTimeline
Front Row Advisors LLC3,062$151K0.05%013F-HRTimeline
Medallion Wealth Advisors, LLC2,955$147K0.06%013F-HRTimeline
SOA Wealth Advisors, LLC.2,744$135K0.03%+1013F-HRTimeline
Midwest Capital Advisors, LLC2,638$130K0.07%-4,25813F-HRTimeline
Mascoma Wealth Management LLC2,635$130K0.03%-69813F-HRTimeline
Kilter Group LLC2,631$129K0.06%new13F-HRTimeline
Aptus Capital Advisors, LLC2,616$129K<0.01%+9613F-HRTimeline
Clearstead Advisors, LLC2,566$126K<0.01%-38413F-HRTimeline
PRIVATE TRUST CO NA2,392$118K0.01%+813F-HRTimeline
Parallel Advisors, LLC2,262$111K<0.01%-70313F-HRTimeline
WealthShield Partners, LLC2,238$110K0.01%-3,04113F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,164$106K0.01%new13F-HRTimelineGroup
Grove Bank & Trust2,103$103K0.01%+10313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,895$93.2K<0.01%+1,56313F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,688$83K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,613$79.4K<0.01%+86913F-HRTimelineGroup
TD Waterhouse Canada Inc.1,581$78.6K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,580$77.7K0.02%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,520$74.8K<0.01%-26513F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,516$74.6K<0.01%-37213F-HRTimelineGroup
Golden State Wealth Management, LLC1,486$73.1K0.01%-67313F-HRTimeline
Wilmington Savings Fund Society, FSB1,472$72.4K<0.01%+313F-HRTimeline
Global Trust Asset Management, LLC1,420$69.9K0.04%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,212$59.6K<0.01%-16213F-HRTimeline
Clearstead Trust, LLC1,200$59K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,197$58.9K<0.01%-63013F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.1,149$56.5K0.07%13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,065$52.4K0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,056$51.9K0.02%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,000$49.2K<0.01%new13F-HRTimeline
Ramirez Asset Management, Inc.1,000$49.2K0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,000$49.2K0.02%013F-HRTimeline
Opal Wealth Advisors, LLC953$46.9K0.01%+813F-HRTimeline
HAZLETT, BURT & WATSON, INC.920$46K0.02%013F-HRTimeline
Centricity Wealth Management, LLC909$44.7K0.04%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…896$44.1K<0.01%+74513F-HRTimelineGroup
Physician Wealth Advisors, Inc.895$44K0.01%-64813F-HRTimeline
Geneos Wealth Management Inc.803$39.5K<0.01%-1,51313F-HRTimeline
AMERICAN NATIONAL BANK & TRUST789$38.8K<0.01%+2013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…778$38.3K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.776$38.2K<0.01%-2313F-HRTimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …715$35.2K0.01%13F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC654$33.8K0.01%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC648$31.9K0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.635$31K0.02%-1913F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors625$30.7K<0.01%013F-HRTimelineGroup
UMB Bank, n.a.595$29.3K<0.01%new13F-HR/ATimeline
Aventura Private Wealth, LLC532$26.2K0.01%013F-HRTimeline
Harbor Asset Planning, Inc.472$23.2K0.02%13F-HRTimeline
Sound Income Strategies, LLC470$23.1K<0.01%-2,12413F-HRTimeline
MeadowBrook Investment Advisors LLC461$22.7K0.02%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC431$21.2K<0.01%-3913F-HRTimeline
North Star Investment Management Corp.415$20.4K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…412$20.3K<0.01%new13F-HRTimelineGroup
Balentine LLC409$20.1K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp379$18.7K0.02%+113F-HRTimeline
Provenance Wealth Advisors, LLC376$18.5K<0.01%013F-HRTimeline
REAP Financial Group, LLC348$17.1K<0.01%+3613F-HRTimeline
Pacific Center for Financial Services292$14.4K<0.01%+113F-HRTimeline
AlphaCore Capital LLC272$13.4K<0.01%+20013F-HRTimeline
JNBA Financial Advisors218$10.7K<0.01%+113F-HRTimeline
AdvisorNet Financial, Inc177$8.72K<0.01%-113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC161$8K<0.01%-2413F-HRTimelineGroup
CX Institutional158$8K<0.01%new13F-HR/ATimeline
CALDWELL SUTTER CAPITAL, INC.160$7.85K<0.01%+113F-HRTimeline
N.E.W. Advisory Services LLC140$6.89K<0.01%013F-HRTimeline
Transce3nd, LLC137$6.74K<0.01%-4713F-HRTimeline
Rossby Financial, LCC137$6.74K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS134$6.59K<0.01%new13F-HRTimelineGroup
Keystone Global Partners, LLC131$6.44K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…128$6.31K<0.01%013F-HRTimeline
Beacon Capital Management, LLC126$6.19K<0.01%+113F-HRTimeline
MassMutual Private Wealth & Trust, FSB117$5.75K<0.01%new13F-HRTimeline
Versant Capital Management, Inc113$5.56K<0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC111$5.46K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC133$5.36K0.06%+8513F-HRTimeline
Innovative Advisory Group, LLC102$5.02K<0.01%013F-HRTimeline
Briaud Financial Planning Inc110$5K<0.01%new13F-HRTimeline
Stone House Investment Management, LLC98$4.8K<0.01%-14,53613F-HRTimeline
Smartleaf Asset Management LLC97$4.77K<0.01%013F-HRTimeline
MAI Capital Management90$4.43K<0.01%-1,18413F-HRTimeline
Cornerstone Planning Group LLC83$4.21K<0.01%013F-HRTimeline
JDM Financial Group LLC84$4.15K<0.01%new13F-HRTimeline
Nemes Rush Group LLC77$3.8K<0.01%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP74$3.64K<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC70$3.44K<0.01%013F-HRTimeline
Key Financial Inc69$3.39K<0.01%+5713F-HRTimeline
Cape Investment Advisory, Inc.69$3.39K<0.01%-3513F-HRTimeline
Vermillion & White Wealth Management Gr…50$2.46K<0.01%013F-HRTimeline
Financial Freedom, LLC46$2.25K<0.01%+113F-HRTimeline
TSFG, LLC46$2K<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC40$1.97K<0.01%013F-HRTimeline
Dunhill Financial, LLC37$1.86K<0.01%-113F-HRTimeline
Caldwell Trust Co36$1.77K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC34$1.67K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO28$1.38K<0.01%-7313F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.23$1.14K<0.01%013F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.22$1.1K<0.01%013F-HRTimelineGroup
ORG Partners LLC21$1.09K<0.01%-5613F-HRTimeline
Retirement Wealth Solutions LLC21$1.03K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV24$1K<0.01%+113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC12$1K<0.01%-813F-HRTimelineGroup
Smallwood Wealth Investment Management,…17$836<0.01%new13F-HRTimeline
ALERUS FINANCIAL NA16$787<0.01%new13F-HRTimeline
Arax Advisory Partners14$689<0.01%-2313F-HRTimeline
BARRETT & COMPANY, INC.13$639<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC13$639<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC11$559<0.01%013F-HRTimeline
AFFINITY WEALTH LLC11$541<0.01%013F-HRTimeline
Larson Financial Group LLC10$492<0.01%-213F-HRTimeline
Darwin Wealth Management, LLC4$196<0.01%new13F-HRTimeline
Tidemark, LLC3$151<0.01%013F-HRTimeline
LGT Financial Advisors LLC2$142<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.3$99<0.01%+113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2$98<0.01%new13F-HRTimelineGroup
Semmax Financial Advisors Inc.1$51<0.01%-113F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP1$47<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.