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Disclosery

IFRA ISHARES TR

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SHS (fund)

393 managers (399 13F filers) reported a position in IFRA shares at 2026-03-31, 31,627,216 shares in all. 54 filers opened a position and 43 filers sold out during the quarter.

Managers
393
13F filers
399
New
54
Added
150
Reduced
123
Sold out
43
Shares held by filers
31,627,216

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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/9,743,945$557M0.04%-355,71313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,307,325$132M0.01%+278,28913F-HRTimelineGroup
Wharton Business Group, LLC1,723,025$98.6M3.72%+8,12513F-HRTimeline
LPL Financial LLC1,234,604$70.6M0.02%+85,29213F-HRTimeline
Cetera Investment Advisers1,076,201$61.6M0.07%+371,03913F-HRTimeline
Mariner, LLCin group Mariner, LLC1,057,154$60.5M0.07%+31,30413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC833,991$47.7M0.01%+39,77113F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC758,522$43.4M0.03%+4,61713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN609,005$34.8M0.01%+203,12313F-HR/ATimelineGroup
Wellspring Financial Advisors, LLC563,997$32.3M2.43%+551,03413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…497,747$28.5M0.02%+14,11313F-HRTimelineGroup
Creative Planningin group Creative Planning434,020$24.8M0.02%-3,77613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.410,444$23.5M0.03%-70,89113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC403,878$23.1M0.01%+61,05613F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP405,618$22.9M0.01%+233,94013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…391,663$22.4M0.01%+20,82213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS374,158$21.4M0.04%-9,77513F-HRTimeline
Curi Capital, LLC367,305$21M0.37%+2,78113F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP365,430$20.9M0.02%+255,35313F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding355,059$20.3M+26,325Timeline
Compound Planning, Inc.331,806$19M0.59%-5,75413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding312,612$17.9M+25,686Timeline
EVERGREEN CAPITAL MANAGEMENT LLC306,736$17.5M0.38%+8,80313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC304,436$17.4M0.02%-21,99313F-HRTimeline
MML INVESTORS SERVICES, LLC222,318$12.7M0.04%-4,06613F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding206,748$11.8M+24,599Timeline
Brio Consultants, LLC186,337$11.7M1.43%-1,94513F-HRTimeline
TrustBankin group TrustBank202,008$11.6M4.48%+6,35213F-HRTimelineGroup
Laurel Wealth Planning LLC184,424$10.5M5.56%-7,43613F-HRTimeline
HighTower Advisors, LLC182,906$10.5M0.01%+26,84913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…169,959$9.72M0.02%+49,78113F-HRTimelineGroup
SUMITOMO LIFE INSURANCE CO166,100$9.5M0.22%-30,60013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP150,452$8.61M0.01%+5,37313F-HRTimelineGroup
NorthCoast Asset Management LLC135,847$7.77M0.18%new13F-HRTimeline
Haven Private, LLC131,316$7.51M3.27%+1,67813F-HRTimeline
Cambridge Investment Research Advisors,…119,105$6.81M0.02%+3,02713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO108,882$6.12M<0.01%-3,09813F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA104,202$5.96M<0.01%-34,64513F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding94,251$5.39M+29,348Timeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC88,975$5.09M0.07%-6,50213F-HRTimelineGroup
Consilium Wealth Advisory, LLC83,660$4.79M1.63%+7,36213F-HRTimeline
Eagle Strategies LLC77,632$4.44M0.53%+71,20213F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers75,235$4.3M0.01%+40,12213F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC70,302$4.02M0.02%+16,65213F-HRTimelineGroup
LANE BROTHERS & CO INC68,326$3.91M2.85%-2,43713F-HRTimeline
HOGE FINANCIAL SERVICES, LLC65,877$3.77M2.02%+12,20313F-HRTimeline
Silver Coast Investments LLC62,664$3.58M1.14%-1,31413F-HRTimeline
FORTE ASSET MANAGEMENT LLC62,477$3.57M1.57%+24,27113F-HRTimeline
Paller Financial Services Inc59,946$3.43M2.84%-2,95313F-HRTimeline
Integrated Wealth Concepts LLC59,845$3.42M0.03%+1,38613F-HRTimeline
BLAIR WILLIAM & CO/IL59,324$3.39M0.01%+52,61813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV54,210$3.1M<0.01%-10,45913F-HRTimeline
Patton Albertson Miller Group, LLC51,723$2.96M0.35%-1,24313F-HRTimeline
Farther Finance Advisors, LLC50,750$2.93M0.03%+16,56313F-HRTimeline
Dorsey & Whitney Trust CO LLC51,155$2.93M0.16%new13F-HRTimeline
Western Wealth Management, LLC50,371$2.88M0.11%+23,08013F-HR/ATimeline
CWM, LLCin group CWM, LLC46,225$2.64M0.01%-2,57413F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC45,134$2.58M0.06%-1,20113F-HRTimeline
Janney Montgomery Scott LLC42,826$2.45M0.01%-4,73213F-HRTimeline
J.W. COLE ADVISORS, INC.41,447$2.37M0.08%+1,69113F-HRTimeline
BG Investment Services, LLC40,332$2.31M1.91%-52813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP39,341$2.25M0.12%-84813F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC39,284$2.25M0.68%+6,01113F-HRTimeline
STRATEGY ASSET MANAGERS LLC37,162$2.13M0.35%+73113F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC37,055$2.12M0.45%-1,98013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…36,477$2.09M0.03%+28,57413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…36,333$2.08M<0.01%new13F-HRTimelineGroup
Urban Wealth Management, LLC35,792$2.05M2.1%-4,03813F-HRTimeline
IHT Wealth Management, LLC35,151$2.01M0.05%+7,38113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.35,925$1.9M0.01%-6,68113F-HRTimelineGroup
ARRIEN INVESTMENTS, INC.32,873$1.88M1.02%-1,65313F-HRTimeline
Financial Partners Group, Inc32,768$1.87M0.22%-14913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…32,484$1.86M<0.01%+1,94513F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC31,359$1.79M0.08%-1,05913F-HRTimeline
Avidian Wealth Enterprises, LLC30,491$1.74M0.06%-1,59613F-HRTimeline
Hibernia Wealth Partners, LLC30,438$1.74M0.51%+18,57913F-HRTimeline
WARNER FINANCIAL, INC30,383$1.74M0.6%-11613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC30,287$1.73M<0.01%+3,18013F-HRTimelineGroup
Arax Advisory Partners29,734$1.7M0.05%+28,19513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding26,274$1.59M+1,283Timeline
IFP Advisors, Inc27,594$1.58M0.03%-57013F-HRTimeline
Sunbelt Securities, Inc.27,461$1.57M0.1%+5,05913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding27,279$1.56M+3,749Timeline
Private Advisor Group, LLC26,873$1.54M0.01%-23813F-HRTimeline
Arkadios Wealth Advisors26,683$1.53M0.03%+20,90013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.25,984$1.49M0.02%-26,36913F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP25,588$1.46M<0.01%+2,03913F-HRTimelineGroup
Sanctuary Advisors, LLC25,257$1.44M0.01%-6,66913F-HRTimeline
FMR LLCin group FMR LLC24,605$1.41M<0.01%+7,81513F-HRTimelineGroup
LIBERTY WEALTH MANAGEMENT LLC24,380$1.39M0.17%-1,40413F-HRTimeline
Independent Advisor Alliance23,834$1.36M0.01%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…22,602$1.29M0.01%+34113F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…22,573$1.29M0.01%+4,78913F-HRTimelineGroup
Sovran Advisors, LLC20,535$1.29M0.1%+3,86913F-HRTimeline
Forthright Family Wealth Advisory LLC29,148$1.26M0.85%-20,96313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC21,956$1.26M0.03%+55513F-HRTimelineGroup
Alpha Financial Partners LLC21,811$1.25M0.74%-15,06213F-HRTimeline
Cascade Financial Partners, LLC21,559$1.23M0.13%+5,40013F-HRTimeline
HERBST GROUP, LLC21,260$1.22M0.75%-88213F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …21,140$1.21M<0.01%+72013F-HRTimelineGroup
S&A Financial Services, Inc.20,743$1.19M0.82%13F-HRTimeline
Yakira Capital Management, Inc.20,543$1.18M0.34%new13F-HRTimeline
OneDigital Investment Advisors LLC20,104$1.15M0.01%-4013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise19,904$1.14M0.04%new13F-HRTimelineGroup
NewEdge Advisors, LLC19,883$1.14M<0.01%-1,93113F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC19,755$1.13M<0.01%-5,48013F-HRTimelineGroup
Apeiron RIA LLC19,474$1.11M0.26%new13F-HRTimeline
Kovack Advisors, Inc.19,170$1.1M0.06%-19713F-HRTimeline
Elm3 Financial Group, LLC18,182$1.04M0.88%+90313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…18,008$1.04M<0.01%-1,34813F-HRTimeline
Sound Financial Strategies Group, LLC17,732$1.01M0.69%-7,17913F-HRTimeline
Merit Financial Group, LLC17,551$1M0.01%+7,60413F-HRTimeline
Visionary Wealth Advisors17,270$988K0.04%+1,52613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC17,250$987K0.01%-11013F-HRTimelineGroup
SCOTIA CAPITAL INC.16,809$961K<0.01%+3,09913F-HRTimeline
Comprehensive Money Management Services…16,780$960K0.63%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…16,692$955K0.02%+8113F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC16,591$949K0.02%013F-HRTimeline
Copia Wealth Management16,200$927K0.64%-8,67813F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding16,137$923K-22Timeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/15,900$909K<0.01%013F-HRTimelineGroup
Maia Wealth LLC15,701$898K0.15%-57313F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.15,573$891K0.65%+8,20713F-HRTimeline
NWF Advisory Services Inc.15,462$884K0.1%-68313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP15,447$884K<0.01%-40313F-HRTimelineGroup
Qube Research & Technologies Ltd15,359$879K<0.01%+1,67913F-HRTimeline
Insight Wealth Partners, LLC15,231$871K0.35%+53113F-HRTimeline
Werba Rubin Papier Wealth Management15,027$860K0.12%-40513F-HRTimeline
SWMG, LLC14,681$840K0.24%+7013F-HRTimeline
Chicago Partners Investment Group LLC13,735$818K0.02%+2,36513F-HRTimeline
Indivisible Partners14,246$815K0.07%+84813F-HRTimeline
KICKSTAND VENTURES, LLC.13,654$781K0.16%+4813F-HRTimeline
Financial Perspectives, Inc13,635$780K0.22%013F-HRTimeline
Moss Adams Wealth Advisors LLC13,254$758K0.06%013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC12,818$733K0.12%-1,51113F-HRTimeline
KPP Advisory Services LLC12,583$720K0.1%-3,13213F-HRTimeline
Immaculate Wealth Management LLC12,568$719K5.68%13F-HRTimeline
Lewis Asset Management, LLC12,389$709K0.29%+8,57713F-HRTimeline
Balboa Wealth Partners12,150$695K0.12%+2,20413F-HRTimeline
Creekside Partners12,145$695K0.29%+1113F-HRTimeline
Clifford Group, LLC12,125$694K0.53%+40313F-HRTimeline
SAXON INTERESTS, INC.11,904$681K0.24%new13F-HRTimeline
Factor Wealth Management LTD11,889$680K0.13%-2,09013F-HRTimeline
HARBOUR INVESTMENTS, INC.11,707$670K0.01%-66713F-HRTimeline
Riverbend Wealth Management, LLC11,528$659K0.41%+22713F-HRTimeline
Waverly Advisors, LLC11,489$657K<0.01%-14213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,310$647K<0.01%new13F-HRTimelineGroup
Dynamic Advisor Solutions LLC11,171$639K0.02%+5,24113F-HRTimeline
Pines Wealth Management, LLC11,138$637K0.21%+1,25413F-HRTimeline
Sage Capital Management, LLC11,021$630K0.3%+1413F-HRTimeline
VestGen Advisors, LLC10,205$630K0.02%-23613F-HRTimeline
First Heartland Consultants, Inc.10,943$626K0.05%-8113F-HRTimeline
CENTRAL TRUST Co10,560$604K0.01%013F-HRTimeline
Allen Capital Group, LLC10,560$604K0.05%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC10,505$601K0.01%-15,25113F-HR/ATimeline
Steward Partners Investment Advisory, L…10,373$593K<0.01%-27,86513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/10,313$590K<0.01%-23613F-HRTimelineGroup
Keebeck Wealth Management10,289$589K0.07%-1,04113F-HRTimeline
EJMK Ventures LLC10,177$582K0.33%-1,57313F-HRTimeline
TCI Wealth Advisors, Inc.10,146$580K0.03%013F-HRTimeline
180 WEALTH ADVISORS, LLC10,114$579K0.07%+1,50213F-HRTimeline
TPG Advisors LLC9,918$567K0.35%new13F-HRTimeline
AE Wealth Management LLC9,872$565K<0.01%+1,77913F-HRTimeline
Blue Trust, Inc.9,795$560K0.01%-4213F-HRTimeline
Evolution Wealth Advisors, LLC9,765$559K0.06%+3,55013F-HRTimeline
Ashton Thomas Private Wealth, LLC9,276$531K0.01%-1,13013F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…9,120$522K0.18%-4,92513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\9,084$520K<0.01%+23813F-HRTimelineGroup
&PARTNERS9,050$519K<0.01%-7,87413F-HRTimeline
Gotham Asset Management, LLC8,992$514K<0.01%+22213F-HRTimeline
ROMAN BUTLER FULLERTON & CO8,686$514K0.14%+2,55813F-HRTimeline
CHOREO, LLC8,985$514K0.01%-20913F-HRTimeline
SteelPeak Wealth, LLC8,844$506K0.02%new13F-HRTimeline
MGO ONE SEVEN LLC8,656$495K0.01%+77813F-HRTimeline
Summit Financial, LLC8,616$493K0.01%+4,15213F-HRTimeline
NewEdge Wealth, LLC8,436$483K0.01%-14813F-HRTimeline
Icon Wealth Advisors, LLC7,922$479K0.03%-8313F-HRTimeline
HB Wealth Management, LLC8,354$478K<0.01%+3813F-HRTimeline
PKS Advisory Services, LLC8,327$476K0.11%new13F-HRTimeline
Strategic Financial Partners, Ltd.8,206$469K0.2%-3,82113F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC8,135$465K0.08%+1613F-HRTimeline
Kingsview Wealth Management, LLC8,129$465K0.01%+44713F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …7,992$457K0.03%-1,11813F-HRTimeline
Keystone Wealth Services, LLC7,956$455K0.1%+17313F-HRTimeline
Mutual Advisors, LLC7,827$448K0.01%-1,59113F-HRTimeline
Cypress Wealth Services, LLC7,799$446K0.06%-39013F-HRTimeline
KINTRA WEALTH, LLC7,772$445K0.03%+2,89813F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC7,694$440K0.12%+5013F-HRTimeline
Sage Mountain Advisors LLC7,682$439K0.03%013F-HRTimeline
Sigma Planning Corp7,553$432K0.01%-1,94713F-HRTimeline
CENTAURUS FINANCIAL, INC.7,491$428K0.02%-57213F-HRTimeline
Fiduciary Alliance LLC7,038$416K0.03%new13F-HRTimeline
Federation des caisses Desjardins du Qu…7,172$410K<0.01%+14213F-HRTimeline
Lakeshore Financial Planning, Inc.7,073$405K0.15%new13F-HRTimeline
BIP Wealth, LLC7,054$403K0.02%013F-HRTimeline
Sun Group Wealth Partners6,944$397K0.31%new13F-HRTimeline
Moors & Cabot, Inc.6,926$396K0.02%-39013F-HRTimeline
CoreCap Advisors, LLC6,921$396K0.01%-29713F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT6,854$392K0.04%-14413F-HRTimeline
Allworth Financial LP6,849$392K<0.01%-2413F-HRTimeline