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Disclosery

IFRA ISHARES TR

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SHS (fund)

335 managers (341 13F filers) reported a position in IFRA shares at 2025-09-30, 27,916,609 shares in all. 27 filers opened a position and 27 filers sold out during the quarter.

Managers
335
13F filers
341
New
27
Added
115
Reduced
125
Sold out
27
Shares held by filers
27,916,609

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/10,015,425$529M0.04%+217,54813F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,033,346$107M0.01%+119,03613F-HR/ATimelineGroup
Wharton Business Group, LLC1,715,140$90.6M3.96%+19,36013F-HRTimeline
LPL Financial LLC1,064,274$56.2M0.02%+35,56413F-HRTimeline
Mariner, LLCin group Mariner, LLC971,422$51.3M0.07%+18,37213F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC698,909$36.9M0.02%+41,74913F-HRTimelineGroup
Cetera Investment Advisers527,572$27.9M0.03%+79,95313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…468,853$24.8M0.02%+19,63813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC457,569$24.2M0.01%+70,40113F-HRTimelineGroup
Creative Planningin group Creative Planning441,897$23.3M0.02%-48113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.414,338$21.7M0.03%+123,98513F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS392,641$20.7M0.04%-1,89713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN378,124$20M<0.01%+58,22513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…373,402$19.7M0.01%+1,34513F-HRTimelineGroup
Curi Capital, LLC368,482$19.5M0.36%+10,44713F-HRTimeline
Touchstone Capital, Inc.334,779$17.7M9.07%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC331,885$17.5M0.02%+8,94213F-HRTimeline
UBS Group AGin group UBS Group AG325,789$17.2M<0.01%-4,24913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding318,295$16.8M-8,330Timeline
Compound Planning, Inc.308,063$16.3M0.53%+58,52113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC305,319$16.1M<0.01%-46,68513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC298,430$15.8M0.04%-12,38013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC296,928$15.7M0.37%-1,05713F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding233,835$12.4M+52,342Timeline
Laurel Wealth Planning LLC192,557$10.2M5.38%-3,14113F-HRTimeline
Brio Consultants, LLC183,149$9.67M1.33%+1,77813F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding173,677$9.17M+6,262Timeline
HighTower Advisors, LLC149,603$7.9M0.01%+6,74313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP135,462$7.16M0.01%+5,78213F-HRTimelineGroup
Haven Private, LLC131,065$6.92M3.06%+29113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA130,698$6.9M<0.01%-93013F-HRTimelineGroup
Cambridge Investment Research Advisors,…114,694$6.06M0.02%+13,76713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO114,105$6.03M<0.01%-12,12513F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP109,055$5.72M<0.01%+29,88813F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…104,891$5.54M0.01%+40,41013F-HRTimelineGroup
SUMITOMO LIFE INSURANCE CO75,200$3.97M0.12%+14,20013F-HRTimeline
Consilium Wealth Advisory, LLC74,521$3.94M1.52%+9,06813F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding65,013$3.43M+1,521Timeline
Silver Coast Investments LLC63,668$3.36M1.16%-1,47013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV60,338$3.19M0.01%-38,92313F-HRTimeline
Integrated Wealth Concepts LLC60,023$3.17M0.03%-6,85713F-HRTimeline
Patton Albertson Miller Group, LLC59,844$3.16M0.38%-1,89713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC57,369$3.03M0.01%-11,77413F-HRTimelineGroup
CWM, LLCin group CWM, LLC56,384$2.98M0.01%-16,22813F-HRTimelineGroup
Janney Montgomery Scott LLC51,212$2.71M0.01%-7,64413F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS50,128$2.65M<0.01%+49,99413F-HRTimelineGroup
Forthright Family Wealth Advisory LLC47,644$2.52M1.55%+18,76313F-HRTimeline
J.W. COLE ADVISORS, INC.44,468$2.35M0.04%-21813F-HRTimeline
U.S. Capital Wealth Advisors, LLC44,317$2.34M0.06%-55113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.42,212$2.23M0.02%-2,15213F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP41,176$2.17M0.13%+29613F-HRTimeline
BG Investment Services, LLC41,152$2.17M2.14%+49413F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC39,919$2.11M0.52%-6,47913F-HRTimeline
HOGE FINANCIAL SERVICES, LLC39,117$2.07M1.18%+4,41713F-HRTimeline
Steward Partners Investment Advisory, L…37,745$1.99M0.01%+1,07813F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding36,235$1.91M+2,682Timeline
Keel Point, LLC35,693$1.89M0.12%+93913F-HRTimeline
Alpha Financial Partners LLC34,851$1.84M1.2%+1,42013F-HRTimeline
ARRIEN INVESTMENTS, INC.34,650$1.83M1.07%+27713F-HRTimeline
STRATEGY ASSET MANAGERS LLC34,535$1.82M0.33%+78113F-HRTimeline
Financial Partners Group, Inc33,315$1.76M0.22%+42813F-HRTimeline
SIMON QUICK ADVISORS, LLC33,048$1.75M0.08%+48713F-HRTimeline
Sanctuary Advisors, LLC32,386$1.71M0.01%+5,81813F-HR/ATimeline
Avidian Wealth Enterprises, LLC32,184$1.7M0.06%+613F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC30,998$1.64M0.54%+4,39113F-HRTimeline
WARNER FINANCIAL, INC30,404$1.61M0.6%+2913F-HRTimeline
Farther Finance Advisors, LLC28,561$1.51M0.02%+6,15213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…28,532$1.51M<0.01%-99413F-HRTimelineGroup
IFP Advisors, Inc28,235$1.49M0.04%-85913F-HR/ATimeline
Eaton Financial Holdings Company, LLC27,423$1.45M0.41%-3013F-HRTimeline
Copia Wealth Management27,101$1.43M1.06%-14613F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC26,260$1.39M0.2%-75413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC25,327$1.34M0.03%-1,54813F-HRTimeline
Sound Financial Strategies Group, LLC24,901$1.32M0.96%-2,75713F-HRTimeline
Western Wealth Management, LLC24,654$1.3M0.07%+15,91913F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…24,529$1.3M0.47%-35,55713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC24,226$1.28M<0.01%-11,18713F-HRTimelineGroup
COMERICA BANK24,203$1.28M<0.01%-88013F-HRTimeline
Sunbelt Securities, Inc.24,123$1.27M0.09%-6,01713F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …23,700$1.24M0.04%+8,14813F-HRTimelineGroup
Orion Porfolio Solutions, LLC22,850$1.21M0.01%+3,52113F-HRTimeline
NewEdge Advisors, LLC21,828$1.15M0.01%+24413F-HRTimeline
OneDigital Investment Advisors LLC21,397$1.13M0.01%-50713F-HRTimeline
Private Advisor Group, LLC20,734$1.1M0.01%+2,43413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…20,118$1.07M<0.01%-79413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…20,072$1.06M0.02%-78513F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP19,603$1.04M<0.01%-44,46513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP19,452$1.03M<0.01%-11,37713F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth19,333$1.02M<0.01%+47813F-HRTimelineGroup
IHT Wealth Management, LLC19,228$1.02M0.03%-58913F-HRTimeline
JT Stratford LLC18,472$976K0.13%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP18,369$970K<0.01%-4,79613F-HRTimelineGroup
NWF Advisory Services Inc.18,317$968K0.11%-3,44013F-HRTimeline
KPP Advisory Services LLC17,636$932K0.14%+2313F-HRTimeline
Creekside Partners17,414$920K0.41%+913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC17,380$918K0.01%-49613F-HRTimelineGroup
Maia Wealth LLC17,353$913K0.15%-2,41213F-HRTimeline
Comprehensive Money Management Services…16,780$886K0.63%-19513F-HRTimeline
&PARTNERS16,669$880K0.01%+43813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC16,541$874K0.02%-1013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…16,518$872K0.02%+6813F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC16,464$870K0.02%+11,94113F-HRTimelineGroup
Sovran Advisors, LLC16,455$867K0.08%new13F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding16,339$863K-1,403Timeline
VestGen Advisors, LLC16,232$857K0.03%+4,30113F-HRTimeline
Cascade Financial Partners, LLC16,159$854K0.1%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/15,900$840K<0.01%013F-HRTimelineGroup
Werba Rubin Papier Wealth Management15,394$813K0.13%+2813F-HRTimeline
FMR LLCin group FMR LLC15,181$802K<0.01%+2,16213F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …15,180$802K<0.01%+7,36513F-HRTimelineGroup
Insight Wealth Partners, LLC15,129$799K0.35%+2,60213F-HRTimeline
Visionary Wealth Advisors15,084$797K0.04%-2,70813F-HRTimeline
HARBOUR INVESTMENTS, INC.15,010$793K0.02%-31313F-HRTimeline
Ashton Thomas Private Wealth, LLC14,844$784K0.02%+5,14713F-HRTimeline
SWMG, LLC14,529$778K0.24%+1713F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP14,000$739K<0.01%new13F-HRTimelineGroup
KICKSTAND VENTURES, LLC.13,805$729K0.16%-28813F-HRTimeline
Financial Perspectives, Inc13,635$720K0.2%013F-HRTimeline
SCOTIA CAPITAL INC.13,483$712K<0.01%+51713F-HRTimeline
Qube Research & Technologies Ltd13,340$705K<0.01%-8,99613F-HRTimeline
Moss Adams Wealth Advisors LLC13,254$700K0.05%013F-HRTimeline
Factor Wealth Management LTD12,817$677K0.17%-23713F-HRTimeline
Strategic Financial Partners, Ltd.12,758$674K0.31%+38613F-HRTimeline
Northwest Capital Management Inc12,377$654K0.69%-7,88713F-HRTimeline
Keebeck Wealth Management12,269$648K0.08%-79813F-HRTimeline
First Heartland Consultants, Inc.11,260$595K0.05%+413F-HRTimeline
Clifford Group, LLC11,256$595K0.46%+38313F-HRTimeline
Waverly Advisors, LLC11,133$588K0.01%-7,83413F-HRTimeline
Riverbend Wealth Management, LLC11,124$588K0.41%-7213F-HRTimeline
Sage Capital Management, LLC10,991$581K0.26%+1313F-HRTimeline
CENTRAL TRUST Co10,560$558K0.01%new13F-HRTimeline
Allen Capital Group, LLC10,560$558K0.05%013F-HRTimeline
GRIES FINANCIAL LLC10,411$550K0.09%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…10,407$550K<0.01%-4,00513F-HRTimelineGroup
Cypress Wealth Services, LLC10,344$546K0.09%-60913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/10,249$541K<0.01%013F-HRTimelineGroup
TCI Wealth Advisors, Inc.10,146$536K0.03%-7313F-HRTimeline
Mutual Advisors, LLC10,003$536K0.01%-1,20313F-HRTimeline
MGO ONE SEVEN LLC10,069$532K0.01%-46213F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich10,000$528K<0.01%013F-HRTimeline
Blue Trust, Inc.9,808$518K0.01%-73113F-HRTimeline
CHOREO, LLC9,665$511K0.01%-43213F-HRTimeline
Sigma Planning Corp9,605$507K0.01%-16413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …9,458$500K0.03%+74113F-HRTimeline
Pines Wealth Management, LLC9,440$499K0.17%+44313F-HRTimeline
Merit Financial Group, LLC8,838$467K<0.01%-18013F-HR/ATimeline
AE Wealth Management LLC8,683$459K<0.01%-1,63713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.8,513$450K0.02%+70513F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.8,497$449K0.02%-18,27313F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC8,274$437K0.08%+1013F-HRTimeline
HB Wealth Management, LLC8,270$437K<0.01%+15813F-HRTimeline
Moors & Cabot, Inc.8,211$434K0.02%-65913F-HRTimeline
EVERPAR ADVISORS LLC8,181$432K0.17%+32213F-HRTimeline
CoreCap Advisors, LLC8,077$427K0.02%-95813F-HRTimeline
Icon Wealth Advisors, LLC7,999$422K0.03%-7113F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT7,762$410K0.05%-48013F-HRTimeline
TSA Wealth Managment LLC7,744$409K0.14%-26613F-HRTimeline
180 WEALTH ADVISORS, LLC7,702$407K0.05%+3,18613F-HRTimeline
One Wealth Advisors, LLC7,645$404K0.05%-513F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC7,644$404K0.12%013F-HRTimeline
Robertson Stephens Wealth Management, L…7,503$396K0.01%-28013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…7,437$393K0.01%+12513F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC7,405$391K<0.01%new13F-HRTimelineGroup
Mainstream Capital Management LLC7,123$376K0.25%-29113F-HRTimeline
Integrated Advisors Network LLC7,054$373K0.02%+74313F-HRTimeline
BIP Wealth, LLC7,054$373K0.02%013F-HRTimeline
Chicago Partners Investment Group LLC6,823$366K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\6,790$359K<0.01%+5,17713F-HRTimelineGroup
BEACON FINANCIAL GROUP6,664$352K0.03%013F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.6,656$352K0.11%-97313F-HRTimeline
NewEdge Wealth, LLC6,661$350K0.01%new13F-HRTimeline
Allworth Financial LP6,611$349K<0.01%-1,13313F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC6,591$348K0.01%-30113F-HRTimeline
Eagle Strategies LLC6,574$347K0.05%-11913F-HRTimeline
Capstone Financial Advisors, Inc.6,482$342K0.02%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC6,459$341K0.03%+2713F-HRTimeline
Kingsview Wealth Management, LLC6,456$341K0.01%+1,55013F-HRTimeline
Quadrant Private Wealth Management, LLC6,437$340K0.06%-33513F-HRTimeline
Concorde Asset Management, LLC6,409$336K0.14%13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.6,363$336K0.02%+7613F-HRTimelineGroup
BLAIR WILLIAM & CO/IL6,321$334K<0.01%+23613F-HRTimeline
Federation des caisses Desjardins du Qu…6,300$333K<0.01%-2,10013F-HRTimeline
Horst & Graben Wealth Management LLC6,287$332K0.05%-8113F-HRTimeline
Atria Investments, Inc6,225$329K<0.01%-45313F-HRTimeline
Focus Financial Network, Inc.6,219$328K0.01%-10313F-HRTimeline
Balboa Wealth Partners6,179$326K0.06%-3213F-HRTimeline
Prime Capital Investment Advisors, LLC6,176$326K<0.01%013F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC6,110$323K0.03%-9413F-HRTimeline
United Advisor Group, LLC6,089$322K0.04%+1,00513F-HRTimeline
LANARK FINANCIAL, INC.5,976$316K0.02%-31413F-HRTimeline
Sovereign Financial Group, Inc.5,860$310K0.06%-3613F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC5,630$297K0.02%013F-HRTimeline
Global Retirement Partners, LLC5,532$292K0.01%+1,16513F-HRTimeline
Magnus Financial Group LLC5,479$289K0.02%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…5,409$286K0.03%+26013F-HRTimeline
Yukon Wealth Management, Inc.5,355$283K0.09%-13013F-HRTimeline
Sharkey, Howes & Javer5,250$277K0.04%013F-HRTimeline
West Wealth Group, LLC5,093$273K0.06%-70713F-HRTimeline
Scarborough Advisors, LLC5,165$273K0.05%-1,20913F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC5,135$271K0.04%013F-HRTimeline