Skip to content
Disclosery

INTF ISHARES TR

Follow

SHS (fund)

152 managers (152 13F filers) reported a position in INTF shares at 2024-12-31, 39,498,639 shares in all. 16 filers opened a position and 9 filers sold out during the quarter.

Managers
152
13F filers
152
New
16
Added
61
Reduced
41
Sold out
9
Shares held by filers
39,498,639

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Strategic Financial Services, Inc.8,506,713$244M14.57%+629,43013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC3,142,298$90.2M5.06%+281,77413F-HR/ATimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…2,523,641$72.5M14.86%+26,68013F-HRTimelineGroup
Clearwater Capital Advisors, LLC1,830,271$52.6M5.14%+39,92213F-HRTimeline
Compound Planning, Inc.1,537,960$44.2M2.23%+389,58113F-HRTimeline
Integrated Wealth Concepts LLC1,503,165$43.2M0.5%+278,43813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,425,417$40.9M<0.01%+1,334,18813F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,352,501$38.8M0.16%-166,14813F-HRTimelineGroup
Kestra Investment Management, LLCin group Kestra Advisory Services, LLC1,229,373$35.3M1.39%+26,29913F-HRTimelineGroup
Stokes Family Office, LLC1,069,493$30.7M3.28%+61,55513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC946,471$27.2M0.01%13F-HR/ATimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP935,056$26.9M0.04%-9,71313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC891,076$25.6M0.01%+5,20913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC885,256$25.4M0.01%+125,48113F-HRTimelineGroup
Callan Capital, LLC769,558$22.1M1.62%-19,88213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY714,204$20.5M<0.01%+6,71213F-HR/ATimelineGroup
First Command Advisory Services, Inc.681,638$19.6M0.19%+91,14313F-HRTimeline
FOSTER & MOTLEY INC510,040$14.6M0.95%-27,29213F-HRTimeline
Modern Wealth Management, LLC506,781$14.6M0.54%+25,60213F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN458,494$13.2M<0.01%+48,89213F-HRTimelineGroup
UBS Group AGin group UBS Group AG440,034$12.6M<0.01%+2,50613F-HRTimelineGroup
Sterling Financial Group, Inc.435,009$12.5M4.65%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC422,974$12.1M0.96%-30,32713F-HRTimeline
Thrive Wealth Management, LLC404,131$11.6M2.09%-93913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/340,613$9.78M<0.01%+4,74013F-HRTimelineGroup
MERIDIAN MANAGEMENT CO295,357$8.48M2.24%-100,61813F-HRTimeline
Wade Financial Advisory, Inc291,255$8.36M2.83%+29,33813F-HRTimeline
Acropolis Investment Management, LLC277,970$7.98M0.47%+60,09413F-HRTimeline
HighTower Advisors, LLC271,756$7.8M0.01%+2113F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC256,564$7.37M0.15%new13F-HRTimeline
Obsido Oy249,189$7.16M6.44%13F-HRTimeline
DDFG, Inc214,576$6.16M1.78%+9,90813F-HRTimeline
Brio Consultants, LLC194,491$5.59M0.87%+13,97913F-HRTimeline
Weil Company, Inc.181,280$5.21M1.8%+169,06413F-HRTimeline
Atria Investments, Inc163,741$4.7M0.06%-7,36213F-HRTimeline
Avestar Capital, LLC152,308$4.37M0.4%+83,10913F-HRTimeline
Farther Finance Advisors, LLC145,823$4.19M0.15%+5,73013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.141,589$4.07M0.1%+16,29113F-HRTimelineGroup
Citizens National Bank Trust Department139,203$4M0.85%-6,90613F-HRTimeline
Sanctuary Advisors, LLC127,932$3.86M0.02%-3,72913F-HRTimeline
Horizon Family Wealth, Inc.133,968$3.85M2.56%+8,78113F-HRTimeline
SigFig Wealth Management, LLC119,295$3.43M0.12%-1,05713F-HRTimeline
Beirne Wealth Consulting Services, LLC104,740$3.01M1.08%+1,30213F-HRTimeline
Heck Capital Advisors, LLC104,491$3M0.34%-28513F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC100,405$2.88M<0.01%+75,09413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC99,711$2.86M<0.01%-5,86713F-HRTimeline
Mariner, LLCin group Mariner, LLC95,023$2.73M<0.01%+56,37313F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…90,174$2.59M0.06%-1,43713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP88,160$2.53M<0.01%+20,01913F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC75,786$2.18M<0.01%+1,07313F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding74,097$2.13M-6,849Timeline
Kingsview Wealth Management, LLC72,719$2.09M0.04%-3,57013F-HRTimeline
LPL Financial LLC72,055$2.07M<0.01%+1,14613F-HRTimeline
Creative Planningin group Creative Planning71,506$2.05M<0.01%-1,87813F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC68,700$1.97M0.05%13F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.68,103$1.96M0.12%new13F-HRTimelineGroup
Dynasty Wealth Management, LLC68,046$1.95M0.03%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS67,272$1.93M0.01%+10,68813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…66,301$1.9M<0.01%013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.65,166$1.87M0.02%+8,72113F-HRTimelineGroup
Cambridge Investment Research Advisors,…58,838$1.69M0.01%+16,22713F-HRTimeline
LINCOLN CAPITAL CORP58,532$1.68M0.69%-80,58213F-HRTimeline
CABOT WEALTH MANAGEMENT INC52,803$1.52M0.19%+26113F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …52,190$1.49M0.08%-9,89113F-HRTimelineGroup
Archer Investment Management, LLC48,164$1.38M0.85%13F-HRTimeline
GeoWealth Management, LLC46,213$1.33M0.04%-87113F-HRTimeline
Independent Advisor Alliance41,941$1.2M0.02%new13F-HRTimeline
Sage Mountain Advisors LLC41,814$1.2M0.09%013F-HRTimeline
Edge Financial Advisors LLC40,179$1.15M1.03%+59113F-HRTimeline
NewEdge Advisors, LLC32,201$925K0.01%+4,84113F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.31,371$901K0.44%-113F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC31,164$895K0.23%+12,97813F-HR/ATimeline
Baker Ellis Asset Management LLC30,800$885K0.13%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC30,041$863K0.01%-3,10013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC29,929$860K<0.01%+3,89713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…27,742$797K<0.01%-1,63413F-HRTimelineGroup
Summit Financial, LLC24,534$705K0.02%-1,89813F-HRTimeline
RHS Financial, LLC24,238$696K0.36%-11,40413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,598$620K<0.01%new13F-HRTimelineGroup
Armbruster Capital Management, Inc.21,225$610K0.12%+3,65013F-HRTimeline
LexAurum Advisors, LLC19,820$569K0.11%+23413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.19,781$568K<0.01%-1213F-HRTimeline
EWG Elevate Inc.19,054$547K0.17%+13313F-HRTimeline
Janney Montgomery Scott LLC18,665$536K<0.01%+4813F-HRTimeline
Capital Investment Advisory Services, L…16,750$481K0.05%+5,12813F-HRTimeline
Ascent Wealth Partners, LLC16,085$462K0.06%013F-HRTimeline
Smartleaf Asset Management LLC14,777$425K0.04%+5,79513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…14,768$424K<0.01%+1,26813F-HR/ATimeline
Cetera Investment Advisers14,208$408K<0.01%+11413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.14,077$404K<0.01%-1,25813F-HR/ATimelineGroup
Seascape Capital Management13,599$391K0.14%-1,07813F-HRTimeline
Capital Advisors, Ltd. LLC13,392$385K0.05%-89413F-HRTimeline
Wealthspire Advisors, LLC13,403$385K<0.01%+11113F-HRTimeline
Beacon Pointe Advisors, LLC12,810$368K<0.01%+513F-HRTimeline
Wescott Financial Advisory Group, LLC12,534$360K0.04%+22413F-HRTimeline
J.W. COLE ADVISORS, INC.12,219$351K0.01%-2113F-HRTimeline
MML INVESTORS SERVICES, LLC12,203$350K<0.01%-12513F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…11,500$330K0.05%013F-HRTimelineGroup
Aptus Capital Advisors, LLC11,089$318K<0.01%-1,93313F-HRTimeline
Retirement Planning Group, LLC10,503$302K0.02%new13F-HRTimeline
Quadrant Private Wealth Management, LLC10,465$301K0.07%-20,43413F-HRTimeline
Rockwood Wealth Management, LLC10,000$288K0.03%013F-HRTimeline
Legacy Advisors, LLC10,000$287K0.03%013F-HRTimeline
Snowden Capital Advisors LLC9,982$287K0.01%-1,99913F-HRTimeline
ForthRight Wealth Management, LLC9,872$284K0.09%-2,14213F-HRTimeline
Merit Financial Group, LLC9,747$280K0.01%+14313F-HRTimeline
Vanguard Personalized Indexing Manageme…in group VANGUARD GROUP INC9,496$273K<0.01%013F-HRTimelineGroup
Orgel Wealth Management, LLC8,691$250K0.01%013F-HRTimeline
SageView Advisory Group, LLC8,672$249K0.01%-1,72813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP8,621$248K<0.01%+27613F-HRTimelineGroup
Barnes Wealth Management Group, Inc8,569$246K0.17%13F-HRTimeline
EP Wealth Advisors, LLC8,138$234K<0.01%+1,03213F-HRTimeline
HB Wealth Management, LLC7,961$229K<0.01%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC7,401$213K<0.01%-2,34013F-HRTimelineGroup
New Insight Wealth Advisors7,209$207K0.1%-3,40813F-HRTimeline
Westover Capital Advisors, LLC6,998$201K0.04%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/6,690$192K<0.01%+3113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,835$167K<0.01%+37413F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC4,506$129K<0.01%-71513F-HRTimelineGroup
Versant Capital Management, Inc4,452$128K0.03%+3,68113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,177$120K<0.01%013F-HRTimelineGroup
Parkside Financial Bank & Trust3,450$99.1K0.01%013F-HRTimeline
Allworth Financial LP2,151$63.4K<0.01%-1113F-HRTimeline
10Elms LLP2,069$59.4K0.06%13F-HRTimeline
Signature Resources Capital Management,…1,576$45.3K0.04%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,466$42.1K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc1,260$36.2K<0.01%new13F-HRTimeline
CENTRAL TRUST Co1,046$30K<0.01%013F-HRTimeline
GAMMA Investing LLC1,006$28.9K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC995$28.6K<0.01%+89413F-HRTimelineGroup
Hemington Wealth Management871$25K0.01%013F-HRTimeline
Operose Advisors LLC800$23K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.790$22.8K<0.01%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC725$20.8K<0.01%new13F-HRTimelineGroup
Princeton Global Asset Management LLC705$20.2K<0.01%013F-HRTimeline
Avior Wealth Management, LLC563$16.2K<0.01%+10013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors520$14.9K<0.01%new13F-HRTimelineGroup
Pflug Koory, LLC500$14.4K0.01%013F-HRTimeline
Van Hulzen Asset Management, LLC499$14.3K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC460$13.2K<0.01%new13F-HRTimeline
MAI Capital Management325$9.34K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC283$8.13K<0.01%+16213F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners266$7.64K<0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL255$7.32K<0.01%013F-HRTimeline
Global Retirement Partners, LLC220$6.32K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.194$5.8K<0.01%13F-HRTimeline
Sunbelt Securities, Inc.197$5.67K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC130$3.73K<0.01%-3,44313F-HRTimeline
Qube Research & Technologies Ltd102$2.93K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC35$1K<0.01%013F-HRTimeline
AE Wealth Management LLC25$718<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.