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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/9,872,206$445M0.04%-144,77013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,984,535$89.4M0.01%-276,38613F-HRTimelineGroup
Wharton Business Group, LLC1,656,875$74.7M3.38%+97,47513F-HRTimeline
LPL Financial LLC1,100,377$49.6M0.02%-1,735,81913F-HRTimeline
Mariner, LLCin group Mariner, LLC978,663$44.1M0.07%-8,75213F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC670,827$30.2M0.02%-9,25113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC486,475$21.9M0.01%-371,38913F-HRTimelineGroup
Creative Planningin group Creative Planning447,623$20.2M0.02%+20,24413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN444,485$20M<0.01%-45,43313F-HRTimelineGroup
Cetera Investment Advisers443,358$20M0.04%-183,19813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…423,958$19.1M0.02%-92,55613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC413,496$18.6M0.01%-6,98613F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS402,751$18.2M0.05%+6,14013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…396,142$17.9M0.01%-55,06713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding325,545$14.7M-8,165,988Timeline
MML INVESTORS SERVICES, LLC310,108$14M0.05%-370,52913F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC297,001$13.4M0.45%+73913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.274,280$12.4M0.03%-15,88913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC269,230$12.1M0.02%-120,57613F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding251,742$11.5M+71Timeline
Compound Planning, Inc.226,838$10.2M0.47%+90,93513F-HRTimeline
UBS Group AGgroup of 2 filers holding213,100$9.6M-72,187Timeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…179,228$9.05M0.02%-4,87413F-HR/ATimelineGroup
Laurel Wealth Planning LLC198,104$8.93M5.93%+2,93113F-HRTimeline
Brio Consultants, LLC181,786$8.19M1.29%+2,75613F-HR/ATimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding178,384$8.04M-15,107Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO169,239$7.63M<0.01%-1,433,14213F-HRTimelineGroup
Haven Private, LLC162,657$7.33M4.15%+2,63613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA135,753$6.12M<0.01%-57,47513F-HR/ATimelineGroup
Elios Financial Group Inc.134,143$6.05M2.98%+34813F-HRTimeline
SUMITOMO LIFE INSURANCE CO123,700$5.58M0.2%+116,10013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP122,181$5.51M0.01%-112,64913F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP119,500$5.39M0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC118,800$5.35M0.01%-6,36613F-HRTimeline
Cambridge Investment Research Advisors,…111,109$5.01M0.02%-61,26913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV94,103$4.24M0.01%-5,41313F-HRTimeline
CWM, LLCin group CWM, LLC92,142$4.15M0.02%-794,76013F-HRTimelineGroup
KEELER & NADLER FINANCIAL PLANNING & WE…89,626$4.04M1.82%+6,70413F-HRTimeline
Integrated Wealth Concepts LLC80,396$3.62M0.04%-190,11913F-HRTimeline
Lifelong Wealth Advisors, Inc.79,415$3.58M1.68%-11,12613F-HRTimeline
Consilium Wealth Advisory, LLC77,958$3.51M1.76%-45913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…75,705$3.41M0.01%+35,91913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding74,543$3.36M-348,066Timeline
Janney Montgomery Scott LLC74,102$3.34M0.01%-423,42813F-HRTimeline
Silver Coast Investments LLC69,098$3.11M1.18%+1,47313F-HRTimeline
GTS SECURITIES LLC68,648$3.09M0.13%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC68,486$3.09M<0.01%+54,64413F-HRTimelineGroup
Patton Albertson Miller Group, LLC67,662$3.05M0.45%-3,70613F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP61,749$2.78M<0.01%+24,89913F-HR/ATimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding60,485$2.73M+3,206Timeline
BG Investment Services, LLC56,415$2.54M2.74%-32,48013F-HRTimeline
Strategic Equity Management56,379$2.54M1.07%+3,08313F-HRTimeline
SSA SWISS ADVISORS AG53,945$2.43M1.24%13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.49,956$2.25M0.02%+27,87513F-HRTimelineGroup
J.W. COLE ADVISORS, INC.44,655$2.01M0.06%+16,34413F-HRTimeline
U.S. Capital Wealth Advisors, LLC42,629$1.92M0.06%-7,31013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP41,573$1.87M0.14%-69813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…41,511$1.87M<0.01%+1,90913F-HRTimeline
MONEYWISE, INC.41,317$1.86M0.99%+1,92513F-HRTimeline
Northwest Capital Management Inc37,629$1.7M0.7%-22,75813F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC36,970$1.67M0.64%-4,24913F-HRTimeline
Clear Creek Financial Management, LLC35,619$1.61M0.17%-2,68013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC35,567$1.6M0.31%-34,01513F-HR/ATimeline
ARRIEN INVESTMENTS, INC.34,293$1.55M1.11%-15213F-HRTimeline
Waverly Advisors, LLC34,191$1.54M0.02%-15,13513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP34,127$1.54M<0.01%-61,10013F-HRTimelineGroup
GWN SECURITIES INC.32,353$1.52M0.09%new13F-HRTimeline
Avidian Wealth Enterprises, LLC33,733$1.52M0.07%-30,78713F-HRTimeline
Steward Partners Investment Advisory, L…33,582$1.51M0.01%-20,19013F-HRTimeline
STRATEGY ASSET MANAGERS LLC33,497$1.51M0.31%+2,13613F-HRTimeline
Atria Wealth Solutions, Inc.33,103$1.49M0.02%-92,76513F-HRTimeline
WARNER FINANCIAL, INC31,961$1.44M0.64%-5,97313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding31,861$1.44M-17,375Timeline
Financial Partners Group, Inc31,843$1.44M0.22%-1,88913F-HRTimeline
IFP Advisors, Inc31,465$1.42M0.04%-30213F-HRTimeline
Proquility Private Wealth Partners, LLC30,783$1.39M0.43%+12,00413F-HRTimeline
Alpha Financial Partners LLC30,371$1.37M1.1%new13F-HRTimeline
Farther Finance Advisors, LLC30,198$1.37M0.03%-40,79413F-HRTimeline
Forthright Family Wealth Advisory LLC30,276$1.36M0.9%+1,03613F-HRTimeline
EQ LLC29,355$1.32M0.62%-2,52413F-HRTimeline
NewEdge Advisors, LLC28,918$1.3M0.01%-284,58713F-HRTimeline
Sound Financial Strategies Group, LLC28,757$1.3M1.16%new13F-HRTimeline
FLOW TRADERS U.S. LLC28,562$1.29M0.05%new13F-HRTimeline
Eaton Financial Holdings Company, LLC27,453$1.24M0.51%-3713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC27,222$1.23M0.04%+1,30713F-HRTimeline
IMA Advisory Services, Inc.26,474$1.19M0.14%new13F-HRTimeline
Sanctuary Advisors, LLC26,346$1.19M0.01%-312,54713F-HRTimeline
Copia Wealth Management25,854$1.17M1.08%+1,52713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…25,404$1.14M<0.01%-5,46413F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC25,321$1.14M0.01%-695,04513F-HRTimelineGroup
CLIENT 1ST ADVISORY GROUP, LLC25,165$1.13M0.44%+4,73213F-HRTimeline
OneDigital Investment Advisors LLC24,972$1.13M0.01%-311,53413F-HRTimeline
Sunbelt Securities, Inc.24,424$1.1M0.1%-5,71613F-HRTimeline
NWF Advisory Services Inc.23,950$1.08M0.15%+1,16213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.23,603$1.06M0.01%-45,89113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP23,225$1.05M<0.01%-3,91813F-HRTimelineGroup
Merit Financial Group, LLC22,531$1.02M0.02%-53,12813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC22,324$1.01M<0.01%-9,32213F-HR/ATimelineGroup
Maia Wealth LLC22,120$974K0.22%-18,44813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…21,324$961K0.02%-6,34113F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…20,900$942K0.03%new13F-HRTimelineGroup
AE Wealth Management LLC20,744$935K0.01%-139,20013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP19,657$886K<0.01%-44,49613F-HRTimelineGroup
IHT Wealth Management, LLC19,631$885K0.03%+1,65713F-HRTimeline
Graypoint LLC19,570$882K0.05%-1,60013F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.19,024$857K0.31%-1,17613F-HRTimeline
HOGE FINANCIAL SERVICES, LLC18,489$833K0.58%new13F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding18,143$818K-8,935Timeline
COMERICA BANK18,117$817K<0.01%-18113F-HRTimeline
Keebeck Wealth Management18,114$816K0.12%-17,98013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth17,850$805K<0.01%+9,24013F-HR/ATimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …17,604$799K0.05%-10,92513F-HRTimelineGroup
KPP Advisory Services LLC17,591$793K0.15%+62613F-HRTimeline
Creekside Partners17,396$784K0.41%+1213F-HRTimeline
CHOREO, LLC17,275$779K0.01%-43913F-HRTimeline
Comprehensive Money Management Services…17,005$766K0.62%-28013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC16,568$747K0.02%+1013F-HRTimeline
Private Advisor Group, LLC16,467$742K<0.01%-33,47013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…16,350$737K0.02%new13F-HRTimelineGroup
Visionary Wealth Advisors16,325$736K0.04%+90213F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.15,982$720K<0.01%new13F-HRTimelineGroup
PANORAMIC INVESTMENT ADVISORS, LLC15,394$694K0.47%+1,11513F-HRTimeline
Werba Rubin Papier Wealth Management15,362$692K0.15%+1,69813F-HRTimeline
Fortitude Financial, LLC15,347$692K0.66%013F-HRTimeline
HARBOUR INVESTMENTS, INC.15,324$691K0.02%-1,57713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…15,219$686K0.01%-202,72113F-HRTimelineGroup
CW Advisors, LLC14,724$664K0.01%+3,38513F-HRTimeline
Stone House Investment Management, LLC14,634$660K0.13%-48,45813F-HRTimeline
SWMG, LLC14,457$650K0.26%-23,01113F-HRTimeline
WORLD EQUITY GROUP, INC.14,074$634K0.18%-15,91813F-HRTimeline
Mutual Advisors, LLC13,728$617K0.02%-95813F-HRTimeline
Financial Perspectives, Inc13,635$615K0.21%013F-HRTimeline
KICKSTAND VENTURES, LLC.12,951$584K0.15%-4,49613F-HRTimeline
VestGen Advisors, LLC12,835$578K0.03%13F-HRTimeline
Pallas Capital Advisors LLC12,699$572K0.02%-1,55813F-HRTimeline
Factor Wealth Management LTD12,620$569K0.17%+74613F-HRTimeline
Strategic Financial Partners, Ltd.12,511$564K0.3%+6,73613F-HRTimeline
FMR LLCin group FMR LLC12,167$548K<0.01%+1,46913F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/12,130$547K<0.01%-2013F-HRTimelineGroup
Centurion Wealth Management LLC11,657$540K0.17%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/11,669$526K<0.01%-2,84213F-HRTimelineGroup
GRIES FINANCIAL LLC11,514$519K0.1%-28,43613F-HRTimeline
Cypress Wealth Services, LLC11,403$514K0.1%-36,63113F-HRTimeline
Foundations Investment Advisors, LLC11,177$504K0.01%-163,38213F-HRTimeline
Insight Wealth Partners, LLC11,121$501K0.3%+70813F-HRTimeline
First Heartland Consultants, Inc.11,085$500K0.05%-6,38813F-HRTimeline
Blue Trust, Inc.10,980$495K0.01%-40,49613F-HRTimeline
Sage Capital Management, LLC10,967$494K0.27%+1813F-HRTimeline
Strategic Blueprint, LLC10,890$491K0.03%-34,18113F-HRTimeline
Riverbend Wealth Management, LLC10,847$489K0.44%-32013F-HRTimeline
CoreCap Advisors, LLC10,651$480K0.02%-2,30813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,566$476K<0.01%+4,57413F-HRTimelineGroup
Allen Capital Group, LLC10,560$476K0.05%013F-HRTimeline
Clifford Group, LLC10,472$472K0.44%+49013F-HRTimeline
Western Wealth Management, LLC10,269$463K0.03%+16013F-HRTimeline
SCOTIA CAPITAL INC.10,245$462K<0.01%+2,09913F-HRTimeline
CENTAURUS FINANCIAL, INC.10,211$460K0.03%+2,95713F-HRTimeline
TCI Wealth Advisors, Inc.10,146$457K0.04%013F-HRTimeline
Cascade Financial Partners, LLC10,090$455K0.06%013F-HRTimeline
Ashton Thomas Private Wealth, LLC10,043$453K0.02%-10,35613F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich10,000$451K<0.01%+48513F-HR/ATimeline
Sharkey, Howes & Javer9,999$451K0.06%-55,67213F-HRTimeline
Horst & Graben Wealth Management LLC9,945$448K0.08%-60,90813F-HRTimeline
Qube Research & Technologies Ltd9,716$438K<0.01%-11,36013F-HRTimeline
Sigma Planning Corp9,669$436K0.01%-5,31613F-HRTimeline
Icon Wealth Advisors, LLC8,921$402K0.03%-63,93113F-HRTimeline
CFS Investment Advisory Services, LLC8,684$391K0.03%-55,64513F-HRTimeline
Stokes Family Office, LLC8,674$391K0.04%-78,95813F-HRTimeline
Moors & Cabot, Inc.8,541$385K0.02%-22713F-HRTimeline
TSA Wealth Managment LLC8,532$385K0.15%-28,44813F-HRTimeline
Federation des caisses Desjardins du Qu…8,400$379K<0.01%+4,97013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT8,377$378K0.05%-4,48813F-HRTimeline
Allworth Financial LP8,319$375K<0.01%-86013F-HRTimeline
One Wealth Advisors, LLC8,246$372K0.06%-37,46413F-HRTimeline
HB Wealth Management, LLC8,203$370K<0.01%+11813F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …8,023$363K0.03%-85,60513F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC7,944$358K0.04%-1,70613F-HRTimeline
Robertson Stephens Wealth Management, L…7,897$356K0.01%-3,45613F-HRTimeline
Avestar Capital, LLC7,682$346K0.03%-60913F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC7,644$345K0.13%013F-HRTimeline
Pines Wealth Management, LLC8,351$342K0.16%+2,13313F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC7,503$338K0.01%-39,79613F-HRTimeline
B. Riley Wealth Advisors, Inc.7,494$338K0.01%-19,81513F-HRTimeline
Mainstream Capital Management LLC7,441$335K0.27%-26713F-HRTimeline
OLD MISSION CAPITAL LLC7,350$331K0.01%new13F-HRTimeline
Creekmur Asset Management LLC7,213$325K0.07%+213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC7,196$324K<0.01%-3,42913F-HRTimelineGroup
BIP Wealth, LLC7,054$318K0.02%013F-HRTimeline
BEACON FINANCIAL GROUP7,046$318K0.03%-25,14813F-HRTimeline
Apeiron RIA LLC7,008$316K0.1%-26,71813F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC6,948$313K0.07%new13F-HRTimeline
Atria Investments, Inc6,909$311K<0.01%-95,68413F-HRTimeline
Midwest Capital Advisors, LLC6,896$311K0.19%-25,51113F-HRTimeline
MGO ONE SEVEN LLC6,793$306K0.01%-2,50713F-HRTimeline
Quadrant Private Wealth Management, LLC6,710$302K0.08%-10,58013F-HRTimeline
REGIMEN WEALTH, LLC6,659$300K0.1%-2513F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.6,479$300K0.27%+3813F-HRTimeline
Snowden Capital Advisors LLC6,597$297K0.01%-16,58813F-HRTimeline
Lane & Associates LLC6,527$294K0.16%-14,14213F-HRTimeline
Scarborough Advisors, LLC6,483$292K0.04%-102,97413F-HRTimeline