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Disclosery

IFRA ISHARES TR

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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
JNBA Financial Advisors216$10K<0.01%+113F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC216$10K<0.01%new13F-HRTimeline
Householder Group Estate & Retirement S…200$9K0.01%-10713F-HRTimeline
Sugarloaf Wealth Management, LLC157$7.27K<0.01%-413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC161$7K<0.01%+8013F-HRTimelineGroup
PSI Advisors, LLC151$6.99K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC147$6.8K<0.01%-20013F-HRTimeline
Cornerstone Planning Group LLC141$6.69K<0.01%013F-HRTimeline
Beacon Capital Management, LLC125$5.77K<0.01%-7513F-HRTimeline
FLP Wealth Management, LLC114$5.27K0.01%13F-HRTimeline
Versant Capital Management, Inc113$5.23K<0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC111$5.14K<0.01%013F-HRTimeline
Innovative Advisory Group, LLC102$4.72K<0.01%13F-HRTimeline
Denver PWM, LLC100$4.63K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…100$4.63K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…100$4.63K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP74$3.42K<0.01%new13F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…73$3.38K<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC68$3.15K<0.01%013F-HRTimeline
SIGNATUREFD, LLC68$3.15K<0.01%-3913F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC66$3.06K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton65$3.01K<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS64$2.96K<0.01%+6213F-HRTimelineGroup
Cedar Mountain Advisors, LLC54$2.5K<0.01%new13F-HRTimeline
Financial Freedom, LLC45$2.09K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC40$1.85K<0.01%13F-HRTimeline
Dunhill Financial, LLC38$1.74K<0.01%+113F-HRTimeline
Caldwell Trust Co36$1.67K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC34$1.57K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.33$1.53K<0.01%13F-HRTimeline
Park Square Financial Group, LLC28$1.3K<0.01%13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.22$1.03K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC22$1.02K<0.01%013F-HRTimeline
Roxbury Financial LLC16$855<0.01%13F-HRTimeline
Coppell Advisory Solutions LLC17$785<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC16$741<0.01%013F-HRTimeline
Arax Advisory Partners14$649<0.01%-1313F-HRTimeline
Archer Investment Corp14$648<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.13$602<0.01%new13F-HRTimeline
DUNCKER STREETT & CO INC13$602<0.01%new13F-HRTimeline
Caitlin John, LLC13$602<0.01%013F-HRTimeline
Larson Financial Group LLC12$555<0.01%+213F-HRTimeline
Key Financial Inc12$555<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC11$521<0.01%013F-HRTimeline
AFFINITY WEALTH LLC11$509<0.01%13F-HRTimeline
Smartleaf Asset Management LLC9$415<0.01%new13F-HRTimeline
FPC INVESTMENT ADVISORY, INC.8$380<0.01%013F-HRTimeline
Glassman Wealth Services8$370<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.6$3180.03%-7,03513F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…6$278<0.01%new13F-HRTimelineGroup
AllSquare Wealth Management LLC5$231<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2$93<0.01%013F-HRTimelineGroup
Global Wealth Strategies & Associates0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Legacy Financial Group LLC32,540$1.51B-1,25313F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.