Institutional Ownership Ishares Tr (IFRA)
This table provides information about the institutional ownership of Ishares Tr (IFRA). We have compiled data on the 393 institutions that hold shares in the stock, with a total of 30.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
895
shares
|
$45,752
0.01% of portfolio
|
Q2 2025
Reduced 42.0%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
876
shares
|
$44,781
0.01% of portfolio
|
Q3 2024
Reduced 12.92%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
803
shares
|
$41,049
0.0% of portfolio
|
Q1 2025
Reduced 46.93%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
803
shares
|
$41,049
0.02% of portfolio
|
Q2 2024
Added 9.55%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
789
shares
|
$40,333
0.0% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
783
shares
|
$40,026
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
778
shares
|
$39,771
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
776
shares
|
$39,669
0.0% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
715
shares
|
$36,550
0.01% of portfolio
|
Q4 2024
Reduced 5.05%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
715
shares
|
$36,550
0.01% of portfolio
|
Q1 2025
Reduced 58.91%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
683
shares
|
$34,914
0.03% of portfolio
|
Q4 2024
Reduced 93.22%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
654
shares
|
$33,432
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
648
shares
|
$33,125
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
635
shares
|
$32,461
0.02% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
625
shares
|
$31,950
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
595
shares
|
$30,416
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
472
shares
|
$24,128
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
470
shares
|
$24,026
0.0% of portfolio
|
Q2 2025
Reduced 81.88%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Aug 04, 2025 Q2 2025 |
461
shares
|
$23,566
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
431
shares
|
$22,032
0.0% of portfolio
|
Q2 2025
Reduced 8.3%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
415
shares
|
$21,214
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
412
shares
|
$21,061
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
409
shares
|
$20,908
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
379
shares
|
$19,374
0.02% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
376
shares
|
$19,221
0.0% of portfolio
|
Q1 2025
New holding
|