Institutional Ownership Ishares Tr (IFRA)
This table provides information about the institutional ownership of Ishares Tr (IFRA). We have compiled data on the 485 institutions that hold shares in the stock, with a total of 52.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
135,903
shares
|
$6.1 Million
0.32% of portfolio
|
Q4 2024
Added 46.06%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Feb 13, 2025 Q4 2024 |
133,795
shares
|
$6 Million
2.93% of portfolio
|
Q4 2024
Added 1107.65%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
128,650
shares
|
$5.77 Million
0.79% of portfolio
|
Q2 2024
Reduced 0.66%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
125,868
shares
|
$5.65 Million
0.07% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
125,166
shares
|
$5.61 Million
0.01% of portfolio
|
Q4 2024
Reduced 14.01%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
118,270
shares
|
$5.31 Million
0.66% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
110,296
shares
|
$4.95 Million
0.11% of portfolio
|
Q4 2024
Added 14.99%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
109,589
shares
|
$4.92 Million
0.48% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Jan 30, 2025 Q4 2024 |
109,457
shares
|
$4.91 Million
0.74% of portfolio
|
Q4 2024
Added 100.46%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
102,593
shares
|
$4.6 Million
0.06% of portfolio
|
Q4 2024
Reduced 7.1%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
99,516
shares
|
$4.46 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
95,227
shares
|
$4.27 Million
0.01% of portfolio
|
Q4 2024
Added 22.32%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
93,628
shares
|
$4.2 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Pettinga Financial Advisors, LLC
|
Feb 18, 2025 Q4 2024 |
91,023
shares
|
$4.08 Million
0.97% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Feb 13, 2025 Q4 2024 |
90,541
shares
|
$4.06 Million
1.88% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
90,019
shares
|
$4.04 Million
0.02% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Bg Investment Services, Inc.
|
Feb 11, 2025 Q4 2024 |
88,895
shares
|
$3.99 Million
4.22% of portfolio
|
Q4 2024
Added 45.01%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
87,632
shares
|
$3.93 Million
0.45% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Feb 14, 2025 Q4 2024 |
85,500
shares
|
$3.84 Million
0.0% of portfolio
|
Q4 2024
Added 87.91%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jan 14, 2025 Q4 2024 |
82,922
shares
|
$3.72 Million
1.8% of portfolio
|
Q4 2024
Added 15.98%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
82,640
shares
|
$3.71 Million
0.01% of portfolio
|
Q3 2023
Reduced 12.55%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
80,442
shares
|
$3.61 Million
0.0% of portfolio
|
Q3 2024
Added 15.17%
|
|
|
Consilium Wealth Advisory, LLC
|
Feb 05, 2025 Q4 2024 |
78,417
shares
|
$3.52 Million
1.75% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
77,262
shares
|
$3.47 Million
0.12% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
75,659
shares
|
$3.39 Million
0.06% of portfolio
|
Q4 2024
Added 198.3%
|