Institutional Ownership Ishares Tr (IFRA)
This table provides information about the institutional ownership of Ishares Tr (IFRA). We have compiled data on the 448 institutions that hold shares in the stock, with a total of 44.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
69,172
shares
|
$3.21 Million
0.68% of portfolio
|
Q3 2024
Added 10.6%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
67,674
shares
|
$3.14 Million
0.56% of portfolio
|
Q3 2024
Reduced 50.55%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
67,485
shares
|
$3.13 Million
0.02% of portfolio
|
Q3 2024
Added 6.24%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
67,278
shares
|
$3.13 Million
0.15% of portfolio
|
Q3 2024
Reduced 5.33%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
65,722
shares
|
$3.05 Million
0.26% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
65,527
shares
|
$3.04 Million
0.46% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
64,076
shares
|
$2.98 Million
1.12% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
63,634
shares
|
$2.96 Million
0.0% of portfolio
|
Q3 2024
Added 65.01%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
62,264
shares
|
$2.89 Million
0.26% of portfolio
|
Q3 2023
Added 2.77%
|
|
|
Bg Investment Services, Inc.
|
Feb 09, 2023 Q4 2022 |
61,303
shares
|
$2.85 Million
2.42% of portfolio
|
Q4 2022
Added 4.69%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
59,802
shares
|
$2.78 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2024 Q3 2024 |
59,011
shares
|
$2.74 Million
1.32% of portfolio
|
Q3 2024
Added 8.45%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
58,548
shares
|
$2.72 Million
0.13% of portfolio
|
Q3 2024
Reduced 5.42%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
57,056
shares
|
$2.65 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
56,797
shares
|
$2.64 Million
0.63% of portfolio
|
Q3 2024
Reduced 5.21%
|
|
|
Buttonwood Financial Group, LLC
|
Oct 15, 2024 Q3 2024 |
55,607
shares
|
$2.58 Million
1.59% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Oct 31, 2024 Q3 2024 |
54,604
shares
|
$2.54 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
54,316
shares
|
$2.52 Million
0.31% of portfolio
|
Q3 2024
Reduced 28.55%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
54,297
shares
|
$2.52 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.11%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
52,993
shares
|
$2.46 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
52,861
shares
|
$2.46 Million
0.11% of portfolio
|
Q3 2024
Added 6.39%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
50,817
shares
|
$2.36 Million
0.02% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
49,729
shares
|
$2.31 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
49,404
shares
|
$2.29 Million
0.04% of portfolio
|
Q3 2024
Added 14.68%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
49,297
shares
|
$2.29 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.3%
|