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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/9,797,877$482M0.04%-74,32913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,914,310$94.2M0.01%-70,22513F-HRTimelineGroup
Wharton Business Group, LLC1,695,780$83.4M3.52%+38,90513F-HRTimeline
LPL Financial LLC1,028,710$50.6M0.02%-71,66713F-HRTimeline
Mariner, LLCin group Mariner, LLC953,050$46.9M0.07%-25,61313F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC657,160$32.3M0.02%-13,66713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…449,215$22.1M0.02%+25,25713F-HRTimelineGroup
Cetera Investment Advisers447,619$22M0.04%+4,26113F-HRTimeline
Creative Planningin group Creative Planning442,378$21.8M0.02%-5,24513F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS394,538$19.4M0.04%-8,21313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC387,168$19M0.01%-26,32813F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…372,057$18.3M0.01%-24,08513F-HRTimelineGroup
Curi Capital, LLC358,035$17.6M0.33%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC352,004$17.3M<0.01%-134,47113F-HRTimelineGroup
UBS Group AGin group UBS Group AG330,038$16.2M<0.01%+116,93813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding326,625$16.1M+1,080Timeline
COMMONWEALTH EQUITY SERVICES, LLC322,943$15.9M0.02%+53,71313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN319,899$15.7M<0.01%-124,58613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC310,810$15.3M0.04%+70213F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC297,985$14.7M0.44%+98413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.290,353$14.3M0.03%+16,07313F-HR/ATimelineGroup
Compound Planning, Inc.249,542$12.3M0.46%+22,70413F-HRTimeline
Laurel Wealth Planning LLC195,698$9.63M5.47%-2,40613F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding181,493$8.93M-70,249Timeline
Brio Consultants, LLC181,371$8.92M1.3%-41513F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding167,415$8.24M-10,969Timeline
CW Advisors, LLC150,987$7.43M0.07%+136,26313F-HRTimeline
HighTower Advisors, LLC142,860$7.03M0.01%+24,06013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA131,628$6.47M<0.01%-4,12513F-HR/ATimelineGroup
Haven Private, LLC130,774$6.43M2.85%-31,88313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP129,680$6.38M0.01%+7,49913F-HRTimelineGroup
Elios Financial Group Inc.129,184$6.35M2.88%-4,95913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO126,230$6.21M<0.01%-43,00913F-HRTimelineGroup
Cambridge Investment Research Advisors,…100,927$4.96M0.02%-10,18213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV99,261$4.88M0.01%+5,15813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP79,167$3.89M<0.01%+17,41813F-HRTimelineGroup
CWM, LLCin group CWM, LLC72,612$3.57M0.01%-19,53013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding69,143$3.4M-5,400Timeline
Integrated Wealth Concepts LLC66,880$3.29M0.03%-13,51613F-HRTimeline
Consilium Wealth Advisory, LLC65,453$3.22M1.36%-12,50513F-HRTimeline
Silver Coast Investments LLC65,138$3.2M1.16%-3,96013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…64,481$3.17M0.01%-114,74713F-HR/ATimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP64,068$3.15M<0.01%+44,41113F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding63,492$3.12M+3,007Timeline
Patton Albertson Miller Group, LLC61,741$3.04M0.4%-5,92113F-HRTimeline
SUMITOMO LIFE INSURANCE CO61,000$3M0.2%-62,70013F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…60,086$2.96M1.18%-29,54013F-HRTimeline
Janney Montgomery Scott LLC58,856$2.9M0.01%-15,24613F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC46,398$2.28M0.67%+9,42813F-HRTimeline
U.S. Capital Wealth Advisors, LLC44,868$2.21M0.06%+2,23913F-HRTimeline
J.W. COLE ADVISORS, INC.44,686$2.2M0.05%+3113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.44,364$2.18M0.02%-5,59213F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP40,880$2.01M0.13%-69313F-HRTimeline
BG Investment Services, LLC40,658$2.01M2.51%-15,75713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.39,797$1.96M0.01%+16,19413F-HRTimeline
Steward Partners Investment Advisory, L…36,667$1.8M0.01%+3,08513F-HRTimeline
Atria Wealth Solutions, Inc.35,961$1.8M0.04%+2,85813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC35,413$1.74M<0.01%+13,08913F-HRTimelineGroup
HOGE FINANCIAL SERVICES, LLC34,700$1.71M1.07%+16,21113F-HRTimeline
Keel Point, LLC34,754$1.71M0.11%new13F-HRTimeline
ARRIEN INVESTMENTS, INC.34,373$1.69M1.07%+8013F-HRTimeline
STRATEGY ASSET MANAGERS LLC33,754$1.66M0.31%+25713F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding33,553$1.65M+1,692Timeline
Alpha Financial Partners LLC33,431$1.64M1.18%+3,06013F-HRTimeline
Financial Partners Group, Inc32,887$1.62M0.22%+1,04413F-HRTimeline
SIMON QUICK ADVISORS, LLC32,561$1.6M0.08%new13F-HR/ATimeline
Avidian Wealth Enterprises, LLC32,178$1.58M0.06%-1,55513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…31,630$1.56M<0.01%-44,07513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP30,829$1.52M<0.01%-3,29813F-HRTimelineGroup
WARNER FINANCIAL, INC30,375$1.49M0.62%-1,58613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…29,526$1.45M<0.01%+4,12213F-HR/ATimelineGroup
IFP Advisors, Inc29,094$1.43M0.04%-2,37113F-HRTimeline
Forthright Family Wealth Advisory LLC28,881$1.42M0.9%-1,39513F-HRTimeline
Sunbelt Securities, Inc.30,140$1.4M0.12%+5,71613F-HRTimeline
Sound Financial Strategies Group, LLC27,658$1.36M1.15%-1,09913F-HRTimeline
Eaton Financial Holdings Company, LLC27,453$1.35M0.42%013F-HRTimeline
Copia Wealth Management27,247$1.34M1.13%+1,39313F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC27,014$1.33M0.21%-8,55313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC26,875$1.32M0.04%-34713F-HRTimeline
CENTAURUS FINANCIAL, INC.26,770$1.32M0.08%+16,55913F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC26,607$1.31M0.47%+1,44213F-HRTimeline
IMA Advisory Services, Inc.26,575$1.31M0.14%+10113F-HRTimeline
Sanctuary Advisors, LLC26,568$1.31M0.01%+22213F-HRTimeline
COMERICA BANK25,083$1.23M<0.01%+6,96613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP23,165$1.14M<0.01%-6013F-HR/ATimelineGroup
Farther Finance Advisors, LLC22,409$1.1M0.02%-7,78913F-HRTimeline
Qube Research & Technologies Ltd22,336$1.1M<0.01%+12,62013F-HRTimeline
OneDigital Investment Advisors LLC21,904$1.08M0.01%-3,06813F-HRTimeline
NWF Advisory Services Inc.21,757$1.07M0.13%-2,19313F-HRTimeline
NewEdge Advisors, LLC21,584$1.06M0.01%-7,33413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…20,912$1.06M<0.01%-20,59913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…20,857$1.03M0.02%-46713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,820$1.02M<0.01%-47,66613F-HRTimelineGroup
Northwest Capital Management Inc20,264$997K0.54%-17,36513F-HRTimeline
IHT Wealth Management, LLC19,817$975K0.03%+18613F-HRTimeline
Maia Wealth LLC19,765$972K0.19%-2,35513F-HRTimeline
Graypoint LLC19,570$963K0.05%013F-HRTimeline
Orion Porfolio Solutions, LLC19,329$951K0.01%new13F-HR/ATimeline
Waverly Advisors, LLC18,967$933K0.01%-15,22413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth18,855$927K<0.01%+1,00513F-HRTimelineGroup
Private Advisor Group, LLC18,300$900K<0.01%+1,83313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC17,876$879K0.01%-7,44513F-HRTimelineGroup
Visionary Wealth Advisors17,792$875K0.04%+1,46713F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding17,742$873K-401Timeline
KPP Advisory Services LLC17,613$866K0.14%+2213F-HR/ATimeline
Creekside Partners17,405$856K0.41%+913F-HRTimeline
Comprehensive Money Management Services…16,975$835K0.63%-3013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC16,551$814K0.02%-1713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…16,450$809K0.02%+10013F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …15,552$804K0.03%-2,05213F-HRTimelineGroup
&PARTNERS16,231$798K0.01%+9,82013F-HRTimeline
Cascade Financial Partners, LLC16,159$795K0.1%+6,06913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/15,900$782K<0.01%+3,77013F-HR/ATimelineGroup
Werba Rubin Papier Wealth Management15,366$756K0.14%+413F-HRTimeline
HARBOUR INVESTMENTS, INC.15,323$754K0.02%-113F-HRTimeline
WORLD EQUITY GROUP, INC.15,139$745K0.2%+1,06513F-HRTimeline
SWMG, LLC14,512$742K0.25%+5513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…14,412$709K0.01%-80713F-HRTimelineGroup
KICKSTAND VENTURES, LLC.14,093$693K0.16%+1,14213F-HRTimeline
Financial Perspectives, Inc13,635$671K0.2%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…13,596$669K0.02%-7,30413F-HRTimelineGroup
Moss Adams Wealth Advisors LLC13,254$652K0.06%new13F-HRTimeline
Keebeck Wealth Management13,067$643K0.08%-5,04713F-HRTimeline
Factor Wealth Management LTD13,054$642K0.18%+43413F-HRTimeline
FMR LLCin group FMR LLC13,019$640K<0.01%+85213F-HRTimelineGroup
SCOTIA CAPITAL INC.12,966$638K<0.01%+2,72113F-HRTimeline
Insight Wealth Partners, LLC12,527$616K0.34%+1,40613F-HRTimeline
Strategic Financial Partners, Ltd.12,372$609K0.28%-13913F-HRTimeline
VestGen Advisors, LLC11,931$596K0.02%-90413F-HRTimeline
Mutual Advisors, LLC11,206$578K0.01%-2,52213F-HRTimeline
First Heartland Consultants, Inc.11,256$554K0.05%+17113F-HRTimeline
Riverbend Wealth Management, LLC11,196$551K0.42%+34913F-HRTimeline
Sage Capital Management, LLC10,978$540K0.26%+1113F-HRTimeline
Cypress Wealth Services, LLC10,953$539K0.1%-45013F-HRTimeline
Clifford Group, LLC10,873$535K0.44%+40113F-HRTimeline
Foundations Investment Advisors, LLC10,727$528K0.01%-45013F-HRTimeline
Allen Capital Group, LLC10,560$519K0.05%013F-HRTimeline
Blue Trust, Inc.10,539$518K0.01%-44113F-HRTimeline
MGO ONE SEVEN LLC10,531$518K0.02%+3,73813F-HRTimeline
GRIES FINANCIAL LLC10,411$512K0.09%-1,10313F-HRTimeline
AE Wealth Management LLC10,320$508K<0.01%-10,42413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/10,249$504K<0.01%-1,42013F-HRTimelineGroup
TCI Wealth Advisors, Inc.10,219$503K0.03%+7313F-HRTimeline
CHOREO, LLC10,097$497K0.01%-7,17813F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich10,000$492K<0.01%013F-HR/ATimeline
Sigma Planning Corp9,769$481K0.01%+10013F-HRTimeline
Ashton Thomas Private Wealth, LLC9,697$477K0.02%-34613F-HRTimeline
Pines Wealth Management, LLC8,997$455K0.16%+64613F-HRTimeline
CoreCap Advisors, LLC9,035$444K0.02%-1,61613F-HRTimeline
Merit Financial Group, LLC9,018$444K<0.01%-13,51313F-HRTimeline
Moors & Cabot, Inc.8,870$436K0.02%+32913F-HRTimeline
Western Wealth Management, LLC8,735$430K0.03%-1,53413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …8,717$429K0.03%+69413F-HR/ATimeline
Federation des caisses Desjardins du Qu…8,400$413K<0.01%013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC8,264$407K0.08%+1,31613F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT8,242$405K0.05%-13513F-HRTimeline
HB Wealth Management, LLC8,112$399K<0.01%-9113F-HRTimeline
Icon Wealth Advisors, LLC8,070$397K0.03%-85113F-HRTimeline
TSA Wealth Managment LLC8,010$394K0.14%-52213F-HRTimeline
EVERPAR ADVISORS LLC7,859$387K0.18%+2,03113F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …7,815$384K<0.01%new13F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.7,808$384K0.02%new13F-HRTimelineGroup
Robertson Stephens Wealth Management, L…7,783$383K0.01%-11413F-HRTimeline
Allworth Financial LP7,744$381K<0.01%-57513F-HRTimeline
One Wealth Advisors, LLC7,650$376K0.05%-59613F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC7,644$376K0.13%013F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.7,629$375K0.13%-11,39513F-HRTimeline
Mainstream Capital Management LLC7,414$365K0.27%-2713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…7,312$360K0.01%+98113F-HRTimelineGroup
BIP Wealth, LLC7,054$347K0.02%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC6,892$339K0.01%-61113F-HRTimeline
Quadrant Private Wealth Management, LLC6,772$333K0.07%+6213F-HRTimeline
Eagle Strategies LLC6,693$329K0.05%new13F-HRTimeline
Atria Investments, Inc6,678$329K<0.01%-23113F-HRTimeline
BEACON FINANCIAL GROUP6,664$328K0.03%-38213F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.6,504$325K0.27%+2513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC6,490$319K<0.01%-4,07613F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC6,432$316K0.03%+2513F-HRTimeline
Scarborough Advisors, LLC6,374$314K0.06%-10913F-HRTimeline
Horst & Graben Wealth Management LLC6,368$313K0.05%-3,57713F-HRTimeline
Focus Financial Network, Inc.6,322$311K0.01%+3413F-HRTimeline
Integrated Advisors Network LLC6,311$310K0.01%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.6,287$309K0.02%+6413F-HRTimelineGroup
LANARK FINANCIAL, INC.6,290$309K0.03%+613F-HRTimeline
Balboa Wealth Partners6,211$306K0.06%+1913F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC6,204$305K0.03%-1,74013F-HRTimeline
Prime Capital Investment Advisors, LLC6,176$304K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL6,085$299K<0.01%-4513F-HRTimeline
West Wealth Group, LLC5,800$292K0.07%-17613F-HRTimeline
Sovereign Financial Group, Inc.5,896$290K0.06%-4213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC5,630$277K0.02%-42913F-HRTimeline
Lifelong Wealth Advisors, Inc.5,525$272K0.09%-73,89013F-HRTimeline
Yukon Wealth Management, Inc.5,485$270K0.1%-21013F-HRTimeline
Magnus Financial Group LLC5,479$270K0.02%-1513F-HRTimeline
Sharkey, Howes & Javer5,250$258K0.03%-4,74913F-HRTimeline
Perigon Wealth Management, LLC5,194$255K0.01%+55513F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…5,149$253K0.03%013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC5,135$253K0.04%+20713F-HRTimeline
United Advisor Group, LLC5,084$250K0.04%new13F-HRTimeline
D.A. DAVIDSON & CO.4,942$243K<0.01%-22913F-HRTimeline