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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/10,016,976$464M0.04%+4,636,31513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding8,491,533$393M+229,741Timeline
LPL Financial LLC2,836,196$131M0.05%+669,41313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,260,921$105M0.01%+241,89313F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,602,381$74.2M0.01%+80,41013F-HRTimelineGroup
Wharton Business Group, LLC1,559,400$72.2M3.26%+57,60013F-HRTimeline
Mariner, LLCin group Mariner, LLC987,415$45.7M0.08%+55,37913F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.920,851$42.6M<0.01%+26,21613F-HRTimelineGroup
CWM, LLCin group CWM, LLC886,902$41.1M0.17%+6,37813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC857,864$39.7M0.01%+211,01813F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC720,366$33.3M0.34%+30,57613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC680,637$31.5M0.11%+50,21413F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC680,078$31.5M0.02%-5,19313F-HRTimelineGroup
Cetera Investment Advisers626,556$29M0.06%+75,83813F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…534,864$24.8M0.03%+76,24313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…516,514$23.9M0.02%+63,54913F-HRTimelineGroup
Janney Montgomery Scott LLC497,530$23M0.06%+21,10513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN489,918$22.7M0.01%+50,08213F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…451,209$20.9M0.01%-113,33513F-HRTimelineGroup
Creative Planningin group Creative Planning427,379$19.8M0.02%+15,26913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding422,609$19.6M+21,831Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC420,482$19.5M0.01%13F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS396,611$18.4M0.05%+7,06613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC389,806$18M0.03%-22,04413F-HRTimeline
Sanctuary Advisors, LLC338,893$16.2M0.1%+6,90013F-HRTimeline
OneDigital Investment Advisors LLC336,506$15.6M0.18%-6,44013F-HRTimeline
NewEdge Advisors, LLC313,505$14.5M0.09%+54,63513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp299,956$13.9M<0.01%-35013F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC296,262$13.7M0.45%-1,20013F-HRTimeline
UBS Group AGgroup of 2 filers holding285,287$13.2M+48,019Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.290,169$13.1M0.03%-20313F-HR/ATimelineGroup
Integrated Wealth Concepts LLC270,515$12.5M0.15%+104,59713F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding251,671$11.6M+35,382Timeline
JB Capital LLC251,083$11.6M0.65%-6,60613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP234,830$10.9M0.01%+5,82613F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…217,940$10.1M0.09%-17413F-HRTimelineGroup
Advocacy Wealth Management, LLC217,916$10.1M0.77%+9,60713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…184,102$9.27M0.02%+2,22013F-HRTimelineGroup
Laurel Wealth Planning LLC195,173$9.04M5.83%-4,36713F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding193,491$8.96M+44,285Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA193,228$8.94M<0.01%+28,37013F-HRTimelineGroup
Brio Consultants, LLC179,030$8.29M1.3%+4,24013F-HRTimeline
Foundations Investment Advisors, LLC174,559$8.08M0.16%+5,93313F-HRTimeline
Cambridge Investment Research Advisors,…172,378$7.98M0.03%-8,21213F-HRTimeline
Haven Private, LLC160,021$7.41M4.14%13F-HRTimeline
AE Wealth Management LLC159,944$7.4M0.06%+8,54913F-HRTimeline
Compound Planning, Inc.135,903$6.29M0.32%+42,85413F-HRTimeline
Elios Financial Group Inc.133,795$6.19M2.93%+122,71613F-HRTimeline
Atria Wealth Solutions, Inc.125,868$5.83M0.06%+1,35213F-HRTimeline
HighTower Advisors, LLC125,166$5.79M0.01%-20,39213F-HRTimeline
Austin Private Wealth, LLC109,589$5.07M0.48%+2,98413F-HRTimeline
Scarborough Advisors, LLC109,457$5.07M0.72%+54,85313F-HRTimeline
Atria Investments, Inc102,593$4.75M0.06%-7,83913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV99,516$4.61M0.01%-3,54313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP95,227$4.41M0.01%+17,37413F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …93,628$4.33M0.35%+10,86413F-HR/ATimeline
Pettinga Financial Advisors LLC91,023$4.21M0.95%-3,08013F-HRTimeline
Lifelong Wealth Advisors, Inc.90,541$4.19M1.88%13F-HRTimeline
BG Investment Services, LLC88,895$4.11M4.14%13F-HRTimeline
Stokes Family Office, LLC87,632$4.06M0.43%-3,08113F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…82,922$3.84M1.8%+11,42413F-HRTimeline
Consilium Wealth Advisory, LLC78,417$3.63M1.73%-1,46613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC77,262$3.58M0.11%+1,40713F-HRTimelineGroup
Merit Financial Group, LLC75,659$3.5M0.06%+50,29613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\75,322$3.49M<0.01%-1,26213F-HRTimelineGroup
West Wealth Group, LLC74,937$3.47M1.04%+4,12413F-HRTimeline
Icon Wealth Advisors, LLC72,852$3.37M0.28%-3,12913F-HRTimeline
Patton Albertson Miller Group, LLC71,368$3.3M0.44%-20,64913F-HRTimeline
Farther Finance Advisors, LLC70,992$3.29M0.12%+72913F-HRTimeline
Horst & Graben Wealth Management LLC70,853$3.28M0.58%-1,33413F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC69,582$3.22M0.54%+1,90813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.69,494$3.22M0.02%+2,00913F-HRTimeline
Silver Coast Investments LLC67,625$3.13M1.18%-1,99013F-HRTimeline
Sharkey, Howes & Javer65,671$3.04M0.43%+14413F-HRTimeline
Avidian Wealth Enterprises, LLC64,520$2.99M0.13%-2,75813F-HRTimeline
CFS Investment Advisory Services, LLC64,329$2.98M0.27%-1,39313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP64,153$2.97M<0.01%+51913F-HRTimelineGroup
Stone House Investment Management, LLC63,092$2.92M0.74%-6,08013F-HRTimeline
Northwest Capital Management Inc60,387$2.8M1.2%-3,68913F-HRTimeline
Buttonwood Financial Group, LLC56,693$2.75M1.52%+1,08613F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding57,279$2.65M+22,325Timeline
High Falls Advisors, Inc56,993$2.64M0.61%-2,80913F-HRTimeline
Invst, LLC56,112$2.6M0.32%+1,79613F-HRTimeline
SteelPeak Wealth, LLC53,804$2.49M0.1%+94313F-HRTimeline
Steward Partners Investment Advisory, L…53,772$2.49M0.02%+2,95513F-HRTimeline
Strategic Equity Management53,296$2.47M1.04%+7,29813F-HRTimeline
Blue Trust, Inc.51,476$2.38M0.03%-5,58013F-HR/ATimeline
Orion Porfolio Solutions, LLC50,557$2.34M0.02%-2,43613F-HRTimeline
Orion Portfolio Solutions, LLC50,557$2.34M0.02%-2,43613F-HRTimeline
Savvy Advisors, Inc.50,006$2.31M0.28%+11,60013F-HRTimeline
U.S. Capital Wealth Advisors, LLC49,939$2.31M0.07%+64213F-HRTimeline
Private Advisor Group, LLC49,937$2.31M0.01%+1,48313F-HRTimeline
Waverly Advisors, LLC49,326$2.28M0.04%-7813F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding49,236$2.28M+11,722Timeline
Cypress Wealth Services, LLC48,034$2.22M0.45%+63213F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC47,299$2.19M0.08%+4,34713F-HRTimeline
Perigon Wealth Management, LLC44,635$2.15M0.05%+13,58813F-HRTimeline
One Wealth Advisors, LLC45,710$2.12M0.31%+62113F-HRTimeline
INTEGRITY ALLIANCE, LLC.45,535$2.11M0.23%13F-HRTimeline
Strategic Blueprint, LLC45,071$2.09M0.12%-16713F-HRTimeline
Physician Wealth Advisors, Inc.44,841$2.08M0.35%-66613F-HRTimeline
Keystone Financial Services44,778$2.07M0.79%+48813F-HRTimeline
WATERSHED PRIVATE WEALTH LLC42,751$1.98M0.77%-2,68313F-HRTimeline
Detalus Advisors, LLC42,613$1.97M0.65%-88113F-HRTimeline
MONEY CONCEPTS CAPITAL CORP42,271$1.96M0.15%-2,20913F-HRTimeline
Spectrum Wealth Counsel, LLC41,721$1.93M0.23%-2,23313F-HRTimeline
Maia Wealth LLC40,568$1.92M0.41%-56713F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC41,219$1.91M0.74%-1,34513F-HRTimeline
GRIES FINANCIAL LLC39,950$1.85M0.33%+20713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…39,786$1.84M<0.01%+35,07613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…39,602$1.83M<0.01%+2,76513F-HR/ATimeline
MONEYWISE, INC.39,392$1.82M0.91%+7,02813F-HRTimeline
SWMG, LLC37,468$1.81M0.72%+12,66313F-HRTimeline
Stonebrook Private Inc.38,987$1.8M0.47%-2,03913F-HRTimeline
Clear Creek Financial Management, LLC38,299$1.77M0.19%+32,58013F-HRTimeline
WARNER FINANCIAL, INC37,934$1.76M0.75%+1,06013F-HRTimeline
WEALTH ALLIANCE, LLC37,850$1.75M0.21%-19613F-HRTimeline
Advisory Services Network, LLC37,399$1.73M0.03%-3,32113F-HRTimeline
TSA Wealth Managment LLC36,980$1.71M0.7%-73613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP36,850$1.71M<0.01%+17,00213F-HRTimelineGroup
Keebeck Wealth Management36,094$1.67M0.24%+1,23613F-HRTimeline
ARRIEN INVESTMENTS, INC.34,445$1.65M1.18%-2,40813F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC35,605$1.65M0.12%+44013F-HRTimelineGroup
ONE Advisory Partners, LLC35,344$1.64M0.73%-2,09513F-HRTimeline
PAX Financial Group, LLC34,528$1.6M0.29%+1,23813F-HRTimeline
WCG Wealth Advisors LLC33,824$1.57M0.1%+77013F-HRTimeline
Financial Partners Group, Inc33,732$1.56M0.23%-34213F-HRTimeline
Apeiron RIA LLC33,726$1.56M0.44%+6,61913F-HRTimeline
Independent Advisor Alliance33,005$1.53M0.02%new13F-HRTimeline
Kilter Group LLC32,444$1.5M0.98%13F-HRTimeline
Midwest Capital Advisors, LLC32,407$1.5M1.1%13F-HRTimeline
BEACON FINANCIAL GROUP32,194$1.49M0.16%+27413F-HRTimeline
EQ LLC31,879$1.48M0.69%-37613F-HRTimeline
IFP Advisors, Inc31,767$1.47M0.05%+4,87713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC31,646$1.46M<0.01%-1,72913F-HRTimelineGroup
STRATEGY ASSET MANAGERS LLC31,361$1.45M0.28%-47813F-HRTimeline
JSF Financial, LLC31,091$1.44M0.38%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…30,868$1.43M<0.01%+6,61713F-HRTimelineGroup
ShoreHaven Wealth Partners, LLC30,518$1.41M0.67%-1,28013F-HRTimeline
Sunbelt Securities, Inc.30,140$1.39M0.12%+30313F-HRTimeline
WORLD EQUITY GROUP, INC.29,992$1.39M0.3%+15,69913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management29,887$1.38M0.02%-5,36013F-HRTimelineGroup
Kelly Financial Services LLC29,409$1.36M0.49%+15113F-HR/ATimeline
Forthright Family Wealth Advisory LLC29,240$1.35M0.88%+2,14713F-HRTimeline
J.W. COLE ADVISORS, INC.28,311$1.31M0.05%+94813F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…26,867$1.3M0.07%+93713F-HRTimeline
Cardinal Strategic Wealth Guidance28,082$1.3M0.41%-2,88713F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …28,529$1.29M0.07%-1,05113F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…27,665$1.28M0.03%+13,42113F-HRTimelineGroup
TSFG, LLC27,573$1.28M0.26%+26713F-HRTimeline
Eaton Financial Holdings Company, LLC27,490$1.27M0.49%-30913F-HRTimeline
Rothschild Wealth LLC27,482$1.27M0.37%+21,38413F-HRTimeline
B. Riley Wealth Advisors, Inc.27,309$1.26M0.04%-22,42013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP27,143$1.26M<0.01%-23913F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding27,078$1.25M+1,769Timeline
Bay Harbor Wealth Management, LLC25,993$1.2M0.39%+1,06513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC25,915$1.2M0.04%+3,53913F-HRTimeline
First Horizon Advisors, Inc.24,536$1.14M0.03%-6,14613F-HRTimeline
Focus Financial Network, Inc.24,492$1.13M0.05%-54613F-HRTimeline
Copia Wealth Management24,327$1.13M1.07%13F-HRTimeline
Scissortail Wealth Management, LLC24,036$1.11M0.28%+23,63713F-HRTimeline
Regal Investment Advisors LLC23,948$1.11M0.08%+49613F-HRTimeline
SWP FINANCIAL LLC23,570$1.09M0.66%new13F-HRTimeline
Snowden Capital Advisors LLC23,185$1.07M0.03%-97613F-HRTimeline
Triad Wealth Partners, LLC23,163$1.07M0.39%new13F-HRTimeline
NWF Advisory Services Inc.22,788$1.05M0.15%+2,01213F-HRTimeline
Sovran Advisors, LLC22,416$1.05M0.15%13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.22,081$1.02M0.01%+6,75013F-HRTimelineGroup
WealthShield Partners, LLC21,893$1.01M0.14%-2,73313F-HRTimeline
Mayflower Financial Advisors, LLC21,211$982K0.15%+95013F-HRTimeline
Lane & Associates LLC20,669$980K0.51%+5,26713F-HRTimeline
Graypoint LLC21,170$980K0.06%new13F-HRTimeline
Qube Research & Technologies Ltd21,076$976K<0.01%+2,06113F-HRTimeline
Trek Financial, LLC20,800$963K0.07%+1,44113F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC20,433$946K0.36%+7,60413F-HRTimeline
Ashton Thomas Private Wealth, LLC20,399$944K0.04%new13F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.20,200$935K0.35%-151,56713F-HRTimeline
Certus Wealth Management, LLC18,765$897K0.6%-77113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC18,948$877K<0.01%+3,14013F-HRTimelineGroup
Proquility Private Wealth Partners, LLC18,779$869K0.28%+13213F-HRTimeline
Windsor Advisory Group, LLC18,629$862K1%new13F-HRTimeline
COMERICA BANK18,298$847K<0.01%-2313F-HR/ATimeline
IHT Wealth Management, LLC17,974$832K0.03%-2,72313F-HRTimeline
CHOREO, LLC17,714$820K0.01%+8913F-HRTimeline
First Heartland Consultants, Inc.17,473$809K0.08%+3,65613F-HRTimeline
KICKSTAND VENTURES, LLC.17,447$808K0.21%-99813F-HRTimeline
Creekside Partners17,384$805K0.42%-1,00913F-HRTimeline
Quadrant Private Wealth Management, LLC17,290$800K0.2%+2,06913F-HRTimeline
Comprehensive Money Management Services…17,285$800K0.66%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC17,237$798K0.03%+1,01713F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC17,117$792K0.01%-89113F-HRTimeline
BlackDiamond Wealth Management, LLC17,082$791K0.46%+3913F-HRTimeline
KPP Advisory Services LLC16,965$785K0.19%+28513F-HRTimeline
HARBOUR INVESTMENTS, INC.16,901$782K0.02%-9,58013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC16,558$766K0.02%13F-HRTimeline
Hobbs Wealth Management, LLC16,359$757K0.87%13F-HRTimeline
M1 Capital Management LLC16,112$746K0.4%13F-HRTimeline
RFG Advisory, LLC16,031$742K0.02%+60313F-HRTimeline
SigFig Wealth Management, LLC15,498$716K0.03%-37013F-HRTimeline
Visionary Wealth Advisors15,423$714K0.04%new13F-HRTimeline