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 |
|---|---|---|---|---|---|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
128,650
shares
|
$6.23 Million
0.79% of portfolio
|
Q2 2024
Reduced 0.66%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
124,516
shares
|
$6.03 Million
0.07% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
118,270
shares
|
$5.73 Million
0.66% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
110,432
shares
|
$5.35 Million
0.07% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
106,605
shares
|
$5.16 Million
0.49% of portfolio
|
Q3 2024
Added 10.79%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
103,059
shares
|
$4.99 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
95,914
shares
|
$4.65 Million
0.11% of portfolio
|
Q3 2024
Added 8.04%
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
94,103
shares
|
$4.56 Million
1.06% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 13, 2024 Q3 2024 |
92,017
shares
|
$4.46 Million
0.6% of portfolio
|
Q3 2024
Reduced 6.31%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
90,713
shares
|
$4.39 Million
0.48% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
85,887
shares
|
$4.16 Million
0.02% of portfolio
|
Q3 2024
Reduced 30.6%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jan 14, 2025 Q4 2024 |
82,922
shares
|
$4.02 Million
1.8% of portfolio
|
Q4 2024
Added 15.98%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
82,764
shares
|
$4.01 Million
0.33% of portfolio
|
Q3 2024
Added 11.04%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
82,640
shares
|
$4 Million
0.01% of portfolio
|
Q3 2023
Reduced 12.55%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
80,442
shares
|
$3.9 Million
0.0% of portfolio
|
Q3 2024
Added 15.17%
|
|
|
Consilium Wealth Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
79,883
shares
|
$3.87 Million
2.08% of portfolio
|
Q3 2024
Added 47.92%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
77,853
shares
|
$3.77 Million
0.01% of portfolio
|
Q3 2024
Added 14.66%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
76,584
shares
|
$3.71 Million
0.0% of portfolio
|
Q3 2024
Added 5.1%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
75,855
shares
|
$3.67 Million
0.13% of portfolio
|
Q3 2024
Added 24.98%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
75,659
shares
|
$3.66 Million
0.06% of portfolio
|
Q4 2024
Added 198.3%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
74,464
shares
|
$3.61 Million
0.52% of portfolio
|
Q3 2022
New holding
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
72,187
shares
|
$3.5 Million
0.63% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
West Wealth Group, LLC
|
Oct 23, 2024 Q3 2024 |
70,813
shares
|
$3.43 Million
1.09% of portfolio
|
Q3 2024
Added 7.26%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
70,263
shares
|
$3.4 Million
0.12% of portfolio
|
Q3 2024
Reduced 13.23%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Oct 28, 2024 Q3 2024 |
69,615
shares
|
$3.37 Million
1.2% of portfolio
|
Q3 2024
Added 2.21%
|