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 |
|---|---|---|---|---|---|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
29,466
shares
|
$1.43 Million
3.38% of portfolio
|
Q2 2022
New holding
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 15, 2025 Q4 2024 |
29,409
shares
|
$1.42 Million
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
28,698
shares
|
$1.39 Million
0.09% of portfolio
|
Q4 2023
Added 6.48%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
28,529
shares
|
$1.38 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 22, 2024 Q3 2024 |
27,799
shares
|
$1.35 Million
0.53% of portfolio
|
Q3 2024
Reduced 63.64%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
27,641
shares
|
$1.34 Million
0.26% of portfolio
|
Q2 2023
Reduced 1.29%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
27,573
shares
|
$1.34 Million
0.26% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
27,382
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
27,363
shares
|
$1.33 Million
0.06% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Dec 09, 2024 Q3 2024 |
27,093
shares
|
$1.31 Million
0.87% of portfolio
|
Q3 2024
Reduced 7.45%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
27,004
shares
|
$1.31 Million
0.05% of portfolio
|
Q2 2024
Reduced 1.16%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
26,481
shares
|
$1.28 Million
0.04% of portfolio
|
Q3 2024
Added 16.42%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
26,403
shares
|
$1.28 Million
0.06% of portfolio
|
Q3 2024
Reduced 19.21%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
26,209
shares
|
$1.27 Million
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
25,930
shares
|
$1.26 Million
0.07% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
25,038
shares
|
$1.21 Million
0.05% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
24,928
shares
|
$1.21 Million
0.39% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Swmg, LLC
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
24,805
shares
|
$1.2 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
24,626
shares
|
$1.19 Million
0.16% of portfolio
|
Q3 2024
Added 9.7%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
24,251
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.27%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
24,161
shares
|
$1.17 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
23,452
shares
|
$1.14 Million
0.08% of portfolio
|
Q3 2024
Added 33.45%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
23,144
shares
|
$1.12 Million
0.07% of portfolio
|
Q4 2023
Added 14.26%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
22,348
shares
|
$1.08 Million
0.07% of portfolio
|
Q3 2023
Added 2.06%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
21,170
shares
|
$1.03 Million
0.06% of portfolio
|
Q4 2024
New holding
|