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Disclosery

IFRA ISHARES TR

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SHS (fund)

385 managers (390 13F filers) reported a position in IFRA shares at 2025-12-31, 29,254,597 shares in all. 53 filers opened a position and 28 filers sold out during the quarter.

Managers
385
13F filers
390
New
53
Added
130
Reduced
111
Sold out
28
Shares held by filers
29,254,597

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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/10,099,658$531M0.04%+84,23313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,029,036$107M0.01%-4,31013F-HR/ATimelineGroup
Wharton Business Group, LLC1,714,900$90.2M3.43%-24013F-HRTimeline
LPL Financial LLC1,149,312$60.5M0.02%+85,03813F-HRTimeline
Mariner, LLCin group Mariner, LLC1,025,850$54M0.06%+54,42813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC794,220$41.8M0.01%+336,65113F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC753,905$39.7M0.02%+54,99613F-HR/ATimelineGroup
Cetera Investment Advisers705,162$37.1M0.04%+177,59013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…483,634$25.4M0.02%+14,78113F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.481,335$25.3M0.04%+66,99713F-HRTimelineGroup
Creative Planningin group Creative Planning437,796$23M0.02%-4,10113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN405,882$21.4M<0.01%+27,75813F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS383,933$20.2M0.04%-8,70813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…370,841$19.5M0.01%-2,56113F-HRTimelineGroup
Curi Capital, LLC364,524$19.2M0.33%-3,95813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC342,822$18M<0.01%+37,50313F-HRTimelineGroup
Compound Planning, Inc.337,560$17.8M0.53%+29,49713F-HRTimeline
UBS Group AGgroup of 2 filers holding328,734$17.3M+2,945Timeline
COMMONWEALTH EQUITY SERVICES, LLC326,429$17.2M0.02%-5,45613F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC297,933$15.7M0.35%+1,00513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding286,926$15.1M-31,369Timeline
MML INVESTORS SERVICES, LLC226,384$11.9M0.03%-72,04613F-HRTimeline
SUMITOMO LIFE INSURANCE CO196,700$10.4M0.28%+121,50013F-HRTimeline
TrustBankin group TrustBank195,656$10.3M4.3%13F-HRTimelineGroup
Laurel Wealth Planning LLC191,860$10.1M5.59%-69713F-HRTimeline
Brio Consultants, LLC188,282$9.91M1.29%+5,13313F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding182,149$9.58M+8,472Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP171,678$9.03M0.01%+62,62313F-HRTimelineGroup
HighTower Advisors, LLC156,057$8.21M0.01%+6,45413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP145,079$7.63M0.01%+9,61713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA138,847$7.31M<0.01%+8,14913F-HRTimelineGroup
Haven Private, LLC129,638$6.82M2.98%-1,42713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…120,178$6.37M0.01%+15,28713F-HRTimelineGroup
Cambridge Investment Research Advisors,…116,078$6.11M0.02%+1,38413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO111,980$5.89M<0.01%-2,12513F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP110,077$5.79M<0.01%new13F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding95,477$5.02M-138,358Timeline
Consilium Wealth Advisory, LLC76,298$4.01M1.48%+1,77713F-HRTimeline
LANE BROTHERS & CO INC70,763$3.72M2.69%13F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding64,903$3.42M-110Timeline
MERCER GLOBAL ADVISORS INC /ADV64,669$3.4M0.01%+4,33113F-HRTimeline
Silver Coast Investments LLC63,978$3.37M1.16%+31013F-HRTimeline
Paller Financial Services Inc62,899$3.31M2.65%13F-HRTimeline
Integrated Wealth Concepts LLC58,459$3.08M0.04%-1,56413F-HRTimeline
HOGE FINANCIAL SERVICES, LLC53,674$2.82M1.52%+14,55713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC53,650$2.82M0.01%-3,71913F-HRTimelineGroup
Patton Albertson Miller Group, LLC52,966$2.79M0.33%-6,87813F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding52,353$2.75M+16,118Timeline
Forthright Family Wealth Advisory LLC50,111$2.64M1.66%+2,46713F-HRTimeline
CWM, LLCin group CWM, LLC48,799$2.57M0.01%-7,58513F-HRTimelineGroup
Janney Montgomery Scott LLC47,558$2.5M0.01%-3,65413F-HRTimeline
U.S. Capital Wealth Advisors, LLC46,335$2.44M0.06%+2,01813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.42,606$2.24M0.02%+39413F-HRTimelineGroup
BG Investment Services, LLC40,860$2.15M1.92%-29213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP40,189$2.11M0.12%-98713F-HRTimeline
Urban Wealth Management, LLC39,830$2.1M1.95%13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC39,035$2.05M0.46%-88413F-HRTimeline
Steward Partners Investment Advisory, L…38,238$2.01M0.01%+49313F-HRTimeline
FORTE ASSET MANAGEMENT LLC38,206$2.01M0.91%new13F-HRTimeline
J.W. COLE ADVISORS, INC.39,756$1.99M0.05%-4,71213F-HRTimeline
Alpha Financial Partners LLC36,873$1.94M1.18%+2,02213F-HRTimeline
STRATEGY ASSET MANAGERS LLC36,431$1.92M0.32%+1,89613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers35,113$1.85M<0.01%new13F-HRTimelineGroup
Financial Partners Group, Inc32,917$1.84M0.21%-39813F-HRTimeline
ARRIEN INVESTMENTS, INC.34,526$1.82M1.02%-12413F-HRTimeline
Farther Finance Advisors, LLC34,187$1.8M0.02%+5,62613F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC33,273$1.75M0.55%+2,27513F-HRTimeline
SIMON QUICK ADVISORS, LLC32,418$1.71M0.07%-63013F-HRTimeline
Avidian Wealth Enterprises, LLC32,087$1.69M0.06%-9713F-HRTimeline
Sanctuary Advisors, LLC31,926$1.68M0.01%-46013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…30,539$1.61M<0.01%+2,00713F-HR/ATimelineGroup
WARNER FINANCIAL, INC30,499$1.6M0.56%+9513F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC30,066$1.58M0.48%new13F-HRTimeline
IFP Advisors, Inc28,164$1.48M0.03%-7113F-HRTimeline
IHT Wealth Management, LLC27,770$1.46M0.04%+8,54213F-HRTimeline
Eaton Financial Holdings Company, LLC27,423$1.44M0.39%013F-HRTimeline
Western Wealth Management, LLC27,291$1.44M0.07%+2,63713F-HRTimeline
Private Advisor Group, LLC27,111$1.43M0.01%+6,37713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC27,107$1.43M<0.01%+19,70213F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …24,991$1.42M0.04%+1,29113F-HRTimelineGroup
LIBERTY WEALTH MANAGEMENT LLC25,784$1.36M0.18%-47613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC25,756$1.36M0.03%+42913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC25,235$1.33M<0.01%+1,00913F-HR/ATimelineGroup
Sound Financial Strategies Group, LLC24,911$1.31M0.93%+1013F-HRTimeline
Copia Wealth Management24,878$1.31M0.94%-2,22313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP23,549$1.24M<0.01%+5,18013F-HR/ATimelineGroup
Focus Partners Wealthin group Focus Partners Wealth23,530$1.24M<0.01%+4,19713F-HRTimelineGroup
Orion Porfolio Solutions, LLC22,678$1.19M0.01%-17213F-HRTimeline
Sunbelt Securities, Inc.22,402$1.18M0.08%-1,72113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…22,261$1.17M0.01%+2,18913F-HRTimelineGroup
HERBST GROUP, LLC22,142$1.17M0.69%new13F-HRTimeline
NewEdge Advisors, LLC21,814$1.15M<0.01%-1413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC21,401$1.13M0.03%+4,93713F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp21,229$1.12M<0.01%new13F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …20,420$1.07M<0.01%+5,24013F-HRTimelineGroup
OneDigital Investment Advisors LLC20,144$1.06M0.01%-1,25313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…19,356$1.05M<0.01%-76213F-HRTimeline
Kovack Advisors, Inc.19,367$1.02M0.05%new13F-HR/ATimeline
COMERICA BANK18,448$971K<0.01%-5,75513F-HRTimeline
Maia Wealth LLC16,274$969K0.17%-1,07913F-HRTimeline
Sovran Advisors, LLC16,666$943K0.08%+21113F-HRTimeline
JT Stratford LLC17,829$938K0.12%-64313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…17,784$936K0.01%+7,37713F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC17,360$914K0.01%-2013F-HRTimelineGroup
Elm3 Financial Group, LLC17,279$909K0.75%new13F-HRTimeline
&PARTNERS16,924$891K<0.01%+25513F-HRTimeline
FMR LLCin group FMR LLC16,790$884K<0.01%+1,60913F-HRTimelineGroup
Comprehensive Money Management Services…16,780$883K0.61%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…16,611$874K0.02%+9313F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC16,591$873K0.02%+5013F-HRTimeline
SWMG, LLC14,611$856K0.24%+8213F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding16,159$850K-180Timeline
Cascade Financial Partners, LLC16,159$850K0.09%013F-HRTimeline
NWF Advisory Services Inc.16,145$850K0.09%-2,17213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/15,900$837K<0.01%013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP15,850$834K<0.01%-3,60213F-HRTimelineGroup
Visionary Wealth Advisors15,744$828K0.04%+66013F-HRTimeline
KPP Advisory Services LLC15,715$827K0.12%-1,92113F-HRTimeline
Werba Rubin Papier Wealth Management15,432$812K0.22%+3813F-HRTimeline
Insight Wealth Partners, LLC14,700$774K0.32%-42913F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC14,329$754K0.13%13F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…14,045$739K0.26%-10,48413F-HRTimeline
Factor Wealth Management LTD13,979$736K0.16%+1,16213F-HRTimeline
SCOTIA CAPITAL INC.13,710$721K<0.01%+22713F-HRTimeline
Qube Research & Technologies Ltd13,680$720K<0.01%+34013F-HRTimeline
Financial Perspectives, Inc13,635$717K0.19%013F-HRTimeline
KICKSTAND VENTURES, LLC.13,606$716K0.15%-19913F-HRTimeline
Indivisible Partners13,398$705K0.08%13F-HRTimeline
Moss Adams Wealth Advisors LLC13,254$697K0.05%013F-HRTimeline
Wellspring Financial Advisors, LLC12,963$682K0.05%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.12,374$651K0.01%-2,63613F-HRTimeline
Chicago Partners Investment Group LLC11,370$642K0.02%+4,54713F-HRTimeline
Creekside Partners12,134$638K0.27%-5,28013F-HRTimeline
Strategic Financial Partners, Ltd.12,027$633K0.27%-73113F-HRTimeline
Hibernia Wealth Partners, LLC11,859$624K0.19%new13F-HRTimeline
EJMK Ventures LLC11,750$618K0.38%13F-HRTimeline
Clifford Group, LLC11,722$617K0.48%+46613F-HRTimeline
Waverly Advisors, LLC11,631$612K<0.01%+49813F-HRTimeline
Keebeck Wealth Management11,330$596K0.07%-93913F-HRTimeline
Riverbend Wealth Management, LLC11,301$595K0.37%+17713F-HRTimeline
First Heartland Consultants, Inc.11,024$580K0.04%-23613F-HRTimeline
Sage Capital Management, LLC11,007$579K0.27%+1613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP10,721$564K<0.01%-8,88213F-HRTimelineGroup
CENTRAL TRUST Co10,560$556K0.01%013F-HRTimeline
Allen Capital Group, LLC10,560$556K0.05%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/10,549$555K<0.01%+30013F-HRTimelineGroup
VestGen Advisors, LLC10,441$549K0.02%-5,79113F-HRTimeline
Ashton Thomas Private Wealth, LLC10,406$548K0.01%-4,43813F-HRTimeline
TCI Wealth Advisors, Inc.10,146$534K0.03%013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich10,000$526K<0.01%013F-HRTimeline
Merit Financial Group, LLC9,947$523K<0.01%+1,10913F-HRTimeline
Balboa Wealth Partners9,946$523K0.09%+3,76713F-HRTimeline
Robertson Stephens Wealth Management, L…9,904$521K0.01%+2,40113F-HRTimeline
Pines Wealth Management, LLC9,884$520K0.17%+44413F-HRTimeline
Triad Wealth Partners, LLC9,842$518K0.05%new13F-HRTimeline
Blue Trust, Inc.9,837$518K0.01%+2913F-HRTimeline
Sigma Planning Corp9,500$500K0.01%-10513F-HRTimeline
Mutual Advisors, LLC9,418$496K0.01%-58513F-HRTimeline
CHOREO, LLC9,194$488K0.01%-47113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …9,110$479K0.03%-34813F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP8,900$468K<0.01%-5,10013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\8,846$465K<0.01%+2,05613F-HRTimelineGroup
Gotham Asset Management, LLC8,770$461K<0.01%+4,66513F-HRTimeline
180 WEALTH ADVISORS, LLC8,612$453K0.05%+91013F-HRTimeline
NewEdge Wealth, LLC8,584$452K0.01%+1,92313F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.8,371$440K0.03%-14213F-HRTimelineGroup
HB Wealth Management, LLC8,316$438K<0.01%+4613F-HRTimeline
Cypress Wealth Services, LLC8,189$431K0.06%-2,15513F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC8,119$427K0.08%-15513F-HRTimeline
AE Wealth Management LLC8,093$426K<0.01%-59013F-HRTimeline
CENTAURUS FINANCIAL, INC.8,063$424K0.02%-43413F-HRTimeline
Icon Wealth Advisors, LLC8,005$421K0.03%+613F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…7,903$416K0.01%+46613F-HRTimelineGroup
MGO ONE SEVEN LLC7,878$415K0.01%-2,19113F-HRTimeline
Keystone Wealth Services, LLC7,783$410K0.09%+2,90813F-HRTimeline
Kingsview Wealth Management, LLC7,682$404K0.01%+1,22613F-HRTimeline
Sage Mountain Advisors LLC7,682$404K0.02%new13F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC7,644$402K0.11%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.7,366$388K0.32%+2,90613F-HRTimeline
Moors & Cabot, Inc.7,316$385K0.02%-89513F-HRTimeline
CoreCap Advisors, LLC7,218$380K0.01%-85913F-HRTimeline
TSA Wealth Managment LLC7,208$379K0.13%-53613F-HRTimeline
Integrated Advisors Network LLC7,055$371K0.02%+113F-HRTimeline
BIP Wealth, LLC7,054$371K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…7,030$370K<0.01%+73013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT6,998$368K0.04%-76413F-HRTimeline
Oak Barrel Wealth Advisory LLC6,873$362K0.22%13F-HRTimeline
Allworth Financial LP6,873$362K<0.01%+26213F-HRTimeline
Mosley Wealth Management6,679$358K0.16%13F-HRTimeline
BLAIR WILLIAM & CO/IL6,706$353K<0.01%+38513F-HRTimeline
BEACON FINANCIAL GROUP6,664$351K0.03%013F-HRTimeline
ROMAN BUTLER FULLERTON & CO6,128$349K0.09%new13F-HRTimeline
OpenArc Corporate Advisory, LLC6,623$348K0.01%13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC6,601$347K0.03%+14213F-HRTimeline
Capstone Financial Advisors, Inc.6,549$345K0.02%+6713F-HRTimeline
Concorde Asset Management, LLC6,525$343K0.14%+11613F-HRTimeline
Mainstream Capital Management LLC6,472$341K0.22%-65113F-HRTimeline
Quadrant Private Wealth Management, LLC6,440$339K0.06%+313F-HRTimeline
Eagle Strategies LLC6,430$338K0.04%-14413F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC6,402$337K0.03%+29213F-HRTimeline