Institutional Ownership Ishares Tr (IFRA)
This table provides information about the institutional ownership of Ishares Tr (IFRA). We have compiled data on the 405 institutions that hold shares in the stock, with a total of 31.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
14,724
shares
|
$698,064
0.01% of portfolio
|
Q1 2025
Added 29.85%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
14,634
shares
|
$693,797
0.14% of portfolio
|
Q1 2025
Reduced 76.81%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
14,462
shares
|
$685,643
0.27% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
14,457
shares
|
$685,406
0.26% of portfolio
|
Q1 2025
Reduced 61.42%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
14,074
shares
|
$667,248
0.18% of portfolio
|
Q1 2025
Reduced 53.07%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
13,728
shares
|
$650,844
0.02% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
13,685
shares
|
$648,805
0.01% of portfolio
|
Q1 2025
Reduced 39.5%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
13,635
shares
|
$646,435
0.21% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
13,133
shares
|
$622,635
0.38% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
May 09, 2025 Q1 2025 |
12,951
shares
|
$614,006
0.15% of portfolio
|
Q1 2025
Reduced 25.77%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
12,835
shares
|
$608,507
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
12,699
shares
|
$602,059
0.03% of portfolio
|
Q1 2025
Reduced 10.93%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
12,620
shares
|
$598,314
0.17% of portfolio
|
Q1 2025
Added 6.28%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
May 06, 2025 Q1 2025 |
12,511
shares
|
$593,146
0.3% of portfolio
|
Q1 2025
Added 116.64%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
12,130
shares
|
$575,083
0.0% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
11,669
shares
|
$553,227
0.0% of portfolio
|
Q1 2025
Reduced 19.59%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Apr 16, 2025 Q1 2025 |
11,657
shares
|
$552,658
0.17% of portfolio
|
Q4 2024
Reduced 6.47%
|
|
|
Gries Financial LLC
Cleveland, OH |
May 05, 2025 Q1 2025 |
11,514
shares
|
$545,878
0.12% of portfolio
|
Q1 2025
Reduced 71.18%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
11,403
shares
|
$540,616
0.11% of portfolio
|
Q1 2025
Reduced 76.26%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
11,177
shares
|
$529,901
0.01% of portfolio
|
Q1 2025
Reduced 93.6%
|
|
|
Insight Wealth Partners, LLC
|
May 15, 2025 Q1 2025 |
11,121
shares
|
$527,246
0.08% of portfolio
|
Q1 2025
Added 6.8%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
11,085
shares
|
$525,539
0.06% of portfolio
|
Q1 2025
Reduced 36.56%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
11,001
shares
|
$521,557
0.13% of portfolio
|
Q2 2023
Added 54.68%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
10,980
shares
|
$520,561
0.01% of portfolio
|
Q1 2025
Reduced 78.67%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
May 15, 2025 Q1 2025 |
10,967
shares
|
$519,945
0.27% of portfolio
|
Q1 2025
Added 0.16%
|