Institutional Ownership Ishares Tr (IFRA)
This table provides information about the institutional ownership of Ishares Tr (IFRA). We have compiled data on the 457 institutions that hold shares in the stock, with a total of 44.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
331,993
shares
|
$16.1 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
309,606
shares
|
$15 Million
0.62% of portfolio
|
Q3 2024
Added 13.24%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
297,462
shares
|
$14.4 Million
0.51% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
290,372
shares
|
$14.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 11.78%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
258,870
shares
|
$12.5 Million
0.08% of portfolio
|
Q3 2024
Added 10.16%
|
|
|
Jb Capital LLC
|
Oct 31, 2024 Q3 2024 |
257,689
shares
|
$12.5 Million
0.71% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
233,652
shares
|
$11.3 Million
0.01% of portfolio
|
Q3 2024
Added 6.84%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
229,004
shares
|
$11.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
218,114
shares
|
$10.6 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Advocacy Wealth Management Services, LLC
|
Oct 31, 2024 Q3 2024 |
208,309
shares
|
$10.1 Million
0.84% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 28, 2024 Q3 2024 |
199,540
shares
|
$9.67 Million
6.12% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
191,768
shares
|
$9.29 Million
0.0% of portfolio
|
Q3 2024
Added 21.79%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
181,882
shares
|
$8.81 Million
0.02% of portfolio
|
Q3 2024
Added 22.14%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
180,590
shares
|
$8.75 Million
0.03% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
176,402
shares
|
$8.54 Million
0.23% of portfolio
|
Q4 2024
Added 18.23%
|
|
|
Brio Consultants, LLC
|
Oct 18, 2024 Q3 2024 |
174,790
shares
|
$8.47 Million
1.32% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Wealth Management Resources, Inc.
|
Oct 31, 2024 Q3 2024 |
171,767
shares
|
$8.32 Million
3.22% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
168,626
shares
|
$8.17 Million
0.18% of portfolio
|
Q3 2024
Added 9.49%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
165,918
shares
|
$8.04 Million
0.1% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
164,858
shares
|
$7.99 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
151,395
shares
|
$7.33 Million
0.07% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
149,697
shares
|
$7.25 Million
0.4% of portfolio
|
Q4 2023
Reduced 7.28%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
146,774
shares
|
$7.11 Million
0.28% of portfolio
|
Q3 2023
Added 16.51%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
145,558
shares
|
$7.05 Million
0.01% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
135,903
shares
|
$6.58 Million
0.32% of portfolio
|
Q4 2024
Added 46.06%
|