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Disclosery

IFRA ISHARES TR

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SHS (fund)

385 managers (390 13F filers) reported a position in IFRA shares at 2025-12-31, 29,254,597 shares in all. 53 filers opened a position and 28 filers sold out during the quarter.

Managers
385
13F filers
390
New
53
Added
130
Reduced
111
Sold out
28
Shares held by filers
29,254,597

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Essex Financial Services, Inc.in group Essex Financial Services, Inc.6,381$336K0.02%+1813F-HRTimelineGroup
One Wealth Advisors, LLC6,378$336K0.04%-1,26713F-HRTimeline
Horst & Graben Wealth Management LLC6,270$330K0.05%-1713F-HRTimeline
Evolution Wealth Advisors, LLC6,215$327K0.03%new13F-HRTimeline
IEQ CAPITAL, LLC6,117$322K<0.01%new13F-HRTimeline
Focus Financial Network, Inc.6,025$317K0.01%-19413F-HRTimeline
LANARK FINANCIAL, INC.5,968$314K0.02%-813F-HRTimeline
Dynamic Advisor Solutions LLC5,930$312K0.01%new13F-HRTimeline
Asempa Wealth Advisors5,866$309K0.27%13F-HRTimeline
Arkadios Wealth Advisors5,783$304K0.01%+1,67113F-HRTimeline
Global Retirement Partners, LLC5,703$300K0.01%+17113F-HRTimeline
Sovereign Financial Group, Inc.5,639$297K0.05%-22113F-HRTimeline
Magnus Financial Group LLC5,479$288K0.02%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…5,353$282K0.03%-5613F-HRTimeline
J. Mark Nickell & Co.5,304$279K0.26%13F-HRTimeline
Sharkey, Howes & Javer5,250$276K0.04%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,132$270K<0.01%+37413F-HRTimelineGroup
Scarborough Advisors, LLC4,979$262K0.04%-18613F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC4,957$261K0.01%-1,63413F-HRTimeline
Proactive Wealth Strategies LLC4,933$260K0.1%+2813F-HRTimeline
Marks Group Wealth Management, Inc4,924$259K0.02%013F-HRTimeline
LaFleur & Godfrey LLC4,905$258K0.03%+41013F-HRTimeline
West Wealth Group, LLC4,889$257K0.05%-20413F-HRTimeline
KINTRA WEALTH, LLC4,874$256K0.04%new13F-HRTimeline
Donalies Financial Planning, LLC4,858$256K0.22%13F-HRTimeline
Yukon Wealth Management, Inc.4,403$255K0.15%-95213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,729$249K<0.01%-9813F-HRTimeline
Ridgeline Wealth, LLC4,724$249K0.17%-1813F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC4,723$249K0.04%-41213F-HRTimeline
Invst, LLC4,684$246K0.03%+85013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…4,596$242K0.02%+213F-HRTimeline
Wealth Management Associates, Inc.4,575$241K0.08%013F-HRTimeline
Summit Financial, LLC4,464$235K<0.01%new13F-HRTimeline
Beacon Pointe Advisors, LLC4,424$233K<0.01%new13F-HRTimeline
Perigon Wealth Management, LLC4,386$231K<0.01%-51113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,316$227K0.01%-1,31413F-HRTimeline
Cladis Investment Advisory, LLC4,300$226K0.12%new13F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.4,269$225K0.08%-2,38713F-HRTimeline
PFG Advisors4,146$218K0.01%-19513F-HRTimeline
FIRST HORIZON CORP4,099$216K0.01%013F-HRTimeline
Fortitude Financial, LLC4,099$216K0.18%new13F-HRTimeline
Quantinno Capital Management LP4,082$215K<0.01%new13F-HRTimeline
Firestone Capital Management4,064$214K0.05%013F-HRTimeline
Liberty Atlantic Advisors LLC3,978$209K0.21%13F-HRTimeline
Atria Investments, Inc3,944$208K<0.01%-2,28113F-HRTimeline
Lewis Asset Management, LLC3,812$201K0.08%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,474$183K0.01%-31813F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC3,360$176K0.02%013F-HRTimeline
Physician Wealth Advisors, Inc.3,267$172K0.02%+1,41713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,212$169K0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC3,132$165K0.01%013F-HRTimeline
Parallel Advisors, LLC3,077$162K<0.01%+68513F-HRTimeline
Front Row Advisors LLC3,047$160K0.05%013F-HRTimeline
Northwest Capital Management Inc2,808$148K0.64%-9,56913F-HRTimeline
SOA Wealth Advisors, LLC.2,771$146K0.02%+1613F-HRTimeline
Mascoma Wealth Management LLC2,761$145K0.03%+20313F-HRTimeline
Aptus Capital Advisors, LLC2,629$138K<0.01%+313F-HRTimeline
Medallion Wealth Advisors, LLC2,628$138K0.05%-12713F-HRTimeline
Clearstead Advisors, LLC2,579$136K<0.01%+1213F-HRTimeline
Midwest Capital Advisors, LLC2,441$128K0.06%-6413F-HRTimeline
PRIVATE TRUST CO NA2,388$126K0.01%-413F-HRTimeline
Kilter Group LLC2,129$112K0.05%-32613F-HRTimeline
Grove Bank & Trust2,000$105K0.01%013F-HRTimeline
WealthShield Partners, LLC1,909$100K0.01%-14113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,688$88.8K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC1,609$84.7K0.01%+18113F-HRTimeline
Arax Advisory Partners1,539$81K<0.01%new13F-HRTimeline
Root Financial Partners, LLC1,538$80.9K<0.01%+94013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,530$80.5K<0.01%new13F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC1,525$80.3K<0.01%+52513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,491$78.5K<0.01%+113F-HRTimelineGroup
TD Waterhouse Canada Inc.1,381$72.7K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,373$72.2K<0.01%-8313F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,367$71.9K<0.01%new13F-HRTimelineGroup
Sound Income Strategies, LLC1,240$70.3K<0.01%+80113F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,304$68.6K0.02%-4413F-HRTimeline
Cherry Tree Wealth Management, LLC1,300$68.4K0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,290$67.9K<0.01%+4713F-HRTimelineGroup
Clearstead Trust, LLC1,200$63.1K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,198$63K<0.01%013F-HRTimelineGroup
Cornerstone Planning Group LLC1,107$62.3K0.01%+613F-HRTimeline
Geneos Wealth Management Inc.1,162$61.1K<0.01%+35813F-HRTimeline
Capital Investment Advisory Services, L…1,155$60.8K<0.01%+1,05213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,155$60.8K<0.01%+413F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,066$56.1K0.02%+613F-HRTimeline
Ramirez Asset Management, Inc.1,000$52.6K0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,000$52.6K0.02%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC946$49.8K0.03%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.901$48K0.02%-1913F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…903$47.5K<0.01%+313F-HRTimelineGroup
AMERICAN NATIONAL BANK & TRUST789$41.5K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC648$34.1K<0.01%013F-HRTimelineGroup
Activest Wealth Management640$34K0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.53$33.4K<0.01%013F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors625$33.2K<0.01%013F-HRTimelineGroup
UMB Bank, n.a.595$31.3K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Glassman Wealth Services587$30.9K<0.01%new13F-HRTimeline
Harbor Asset Planning, Inc.571$30.1K0.03%+9613F-HRTimeline
Gunpowder Capital Management, LLC dba O…560$29.5K0.02%13F-HRTimeline
Smartleaf Asset Management LLC536$28.5K<0.01%new13F-HRTimeline
High Point Wealth Management, LLC534$28.1K0.03%13F-HRTimeline
Aventura Private Wealth, LLC532$28K0.01%013F-HRTimeline
Vision Retirement, LLC525$27.6K0.01%13F-HRTimeline
BAYBAN506$26.6K0.02%13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…501$26.4K<0.01%new13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…477$25.1K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC431$23.4K<0.01%013F-HRTimeline
North Star Investment Management Corp.415$21.8K<0.01%013F-HRTimeline
Balentine LLC409$21.5K<0.01%013F-HRTimeline
Signature Equity Partners, LLC394$20.7K0.01%13F-HRTimeline
Murphy & Mullick Capital Management Corp382$20.1K0.01%+213F-HRTimeline
Provenance Wealth Advisors, LLC376$19.8K<0.01%013F-HRTimeline
Corsicana & Co.346$18.2K0.01%013F-HRTimeline
Atomic Invest LLC334$17.7K0.01%13F-HRTimeline
BARD ASSOCIATES INC300$15.8K<0.01%new13F-HRTimeline
Pacific Center for Financial Services293$15.5K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC283$15K<0.01%-24313F-HRTimelineGroup
AlphaCore Capital LLC272$14.3K<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC251$13.2K<0.01%new13F-HRTimeline
OPTIMA CAPITAL LLC246$12.9K0.01%new13F-HRTimeline
JNBA Financial Advisors220$11.6K<0.01%+113F-HRTimeline
Basecamp Wealth Advisors LLC200$10.5K<0.01%13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …181$9.52K<0.01%-2313F-HRTimelineGroup
Gleason Group, Inc.178$9.37K<0.01%new13F-HRTimeline
Founders Financial Alliance, LLC177$9.31K<0.01%-12113F-HRTimeline
Keystone Financial Group, Inc.168$8.84K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc166$8.71K<0.01%-1113F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.161$8.48K<0.01%+113F-HRTimeline
eCIO, Inc.155$8.15K<0.01%new13F-HRTimeline
MAI Capital Management154$8.1K<0.01%+8613F-HRTimeline
CX Institutional159$8K<0.01%+113F-HRTimeline
TOTH FINANCIAL ADVISORY CORP148$7.79K<0.01%-24913F-HRTimeline
AMERIFLEX GROUP, INC.140$7.39K<0.01%-13913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC140$7.37K<0.01%+913F-HRTimelineGroup
N.E.W. Advisory Services LLC140$7.37K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC130$6.84K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC130$6.84K<0.01%new13F-HRTimeline
Nemes Rush Group LLC125$6.58K<0.01%013F-HRTimeline
Triumph Capital Management125$6.58K<0.01%new13F-HRTimeline
CITY HOLDING CO115$6.05K<0.01%013F-HRTimeline
Versant Capital Management, Inc113$5.95K<0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC111$5.84K<0.01%013F-HRTimeline
Rossby Financial, LCC108$5.68K<0.01%-2913F-HRTimeline
Anchor Investment Management, LLC100$5.26K<0.01%new13F-HRTimeline
JDM Financial Group LLC85$4.48K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.78$4.1K<0.01%13F-HRTimeline
JFS WEALTH ADVISORS, LLC77$4.05K<0.01%+4313F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP74$3.89K<0.01%013F-HRTimelineGroup
Stone House Investment Management, LLC70$3.69K<0.01%-2813F-HRTimeline
Bogart Wealth, LLC70$3.68K<0.01%013F-HRTimeline
Key Financial Inc69$3.63K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC65$3.43K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC65$3.42K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.64$3.37K<0.01%013F-HRTimeline
SageView Advisory Group, LLC57$3K<0.01%new13F-HRTimeline
Vermillion & White Wealth Management Gr…50$2.63K<0.01%013F-HRTimeline
Financial Freedom, LLC46$2.43K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC40$2.1K<0.01%013F-HRTimeline
Dunhill Financial, LLC38$2.01K<0.01%013F-HRTimeline
TSFG, LLC46$2K<0.01%013F-HRTimeline
Caldwell Trust Co36$1.89K<0.01%013F-HRTimeline
Quattro Advisors LLC35$1.85K<0.01%13F-HRTimeline
Birchwood Financial Partners, Inc.34$1.79K<0.01%13F-HRTimeline
Hilton Head Capital Partners, LLC30$1.58K<0.01%13F-HRTimeline
MASECO LLP29$1.53K<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.26$1.37K<0.01%new13F-HRTimeline
WealthCollab, LLC25$1.32K<0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC21$1.12K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV24$1K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.19$1K<0.01%new13F-HRTimeline
HOWE & RUSLING INC17$895<0.01%new13F-HRTimeline
ALERUS FINANCIAL NA16$842<0.01%013F-HRTimeline
Meramec Financial Planners, LLC12$708<0.01%13F-HRTimeline
American Wealth Advisors, LLC13$701<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.13$684<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC13$684<0.01%013F-HRTimeline
Caitlin John, LLC13$684<0.01%013F-HRTimeline
Imprint Wealth LLC12$631<0.01%-1213F-HRTimeline
Larson Financial Group LLC10$526<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS9$474<0.01%-50,11913F-HRTimelineGroup
Commonwealth Retirement Investments LLC9$474<0.01%new13F-HRTimeline
Innovative Advisory Group, LLC7$368<0.01%-9513F-HRTimeline
Bernard Wealth Management Corp.3$158<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.2$107<0.01%-113F-HRTimeline
LGT Financial Advisors LLC1$53<0.01%013F-HRTimeline