ISHARES TR (IFRA)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
413
Reporting holders
$2.2B
Reported value
0.0%
Held as options
+30
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $468.9M | 7,437,638 | 0.03% | 31q | -23.7%-$145.4M |
| JPMORGAN CHASE & CO | $273.5M | 4,312,232 | 0.02% | 17q | +3860.5%+$266.6M |
| MORGAN STANLEY | $150.6M | 2,388,778 | 0.01% | 22q | +3.5%+$5.1M |
| Wharton Business Group, LLC | $100.4M | 1,592,700 | 3.36% | 16q | -7.6%-$8.2M |
| LPL Financial LLC | $81.9M | 1,299,456 | 0.02% | 21q | +5.3%+$4.1M |
| Mariner, LLC | $72.6M | 1,151,243 | 0.08% | 18q | +8.9%+$5.9M |
| Cetera Investment Advisers | $68.0M | 1,079,225 | 0.06% | 19q | HELD |
| RAYMOND JAMES FINANCIAL INC | $55.7M | 883,253 | 0.02% | 7q | +5.9%+$3.1M |
| HSBC HOLDINGS PLC | $51.3M | 813,282 | 0.02% | 12q | +7.2%+$3.5M |
| Wellspring Financial Advisors, LLC | $42.7M | 676,791 | 2.81% | 3q | +20.0%+$7.1M |
| JONES FINANCIAL COMPANIES LLLP | $42.3M | 666,490 | 0.02% | 10q | +64.3%+$16.6M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $35.3M | 560,142 | 0.02% | 20q | +12.5%+$3.9M |
| OSAIC HOLDINGS, INC. | $35.3M | 559,563 | 0.04% | 26q | +36.3%+$9.4M |
| WELLS FARGO & COMPANY/MN | $32.3M | 512,090 | 0.01% | 21q | -58.0%-$44.5M |
| Creative Planning | $27.6M | 438,490 | 0.02% | 21q | +1.0%+$281.8K |
| AMERIPRISE FINANCIAL INC | $26.2M | 416,743 | 0.01% | 22q | -48.4%-$24.6M |
| PNC Financial Services Group, Inc. | $25.3M | 400,703 | 0.01% | 21q | +2.3%+$569.9K |
| UBS Group AG | $24.7M | 391,455 | 0.00% | 23q | +10.5%+$2.3M |
| Compound Planning, Inc. | $23.8M | 377,211 | 0.62% | 12q | +13.7%+$2.9M |
| CAPTRUST FINANCIAL ADVISORS | $23.3M | 369,010 | 0.04% | 22q | -1.4%-$324.5K |
| Curi Capital, LLC | $22.3M | 354,087 | 0.34% | 5q | -3.6%-$833.3K |
| ENVESTNET ASSET MANAGEMENT INC | $20.8M | 329,900 | 0.00% | 22q | +5.5%+$1.1M |
| EVERGREEN CAPITAL MANAGEMENT LLC | $19.6M | 310,377 | 0.34% | 19q | +1.2%+$229.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $19.1M | 302,932 | 0.02% | 23q | HELD |
| SUMITOMO LIFE INSURANCE CO | $18.6M | 294,600 | 0.30% | 13q | +77.4%+$8.1M |
| MML INVESTORS SERVICES, LLC | $16.0M | 253,930 | 0.03% | 21q | +14.2%+$2.0M |
| TrustBank | $13.6M | 216,341 | 4.63% | 3q | +7.1%+$903.6K |
| Wealthcare Advisory Partners LLC | $13.0M | 205,700 | 0.25% | 8q | +13.8%+$1.6M |
| VAN ECK ASSOCIATES CORP | $12.1M | 191,398 | 0.01% | 3q | -47.6%-$11.0M |
| Brio Consultants, LLC | $11.9M | 188,776 | 1.39% | 17q | +1.3%+$153.8K |
| HighTower Advisors, LLC | $11.5M | 183,000 | 0.01% | 23q | HELD |
| Laurel Wealth Planning LLC | $11.4M | 181,129 | 5.05% | 19q | -1.8%-$207.7K |
| Horizon Wealth Management, LLC | $10.6M | 167,863 | 1.35% | new | NEW |
| STIFEL FINANCIAL CORP | $10.2M | 162,409 | 0.01% | 22q | +7.9%+$753.9K |
| ROYAL BANK OF CANADA | $10.0M | 158,200 | 0.00% | 27q | +51.8%+$3.4M |
| NorthCoast Asset Management LLC | $8.7M | 138,609 | 0.19% | 2q | +2.0%+$174.1K |
| Arax Advisory Partners | $8.6M | 135,949 | 0.06% | 3q | +357.2%+$6.7M |
| Haven Private, LLC | $8.5M | 135,365 | 3.24% | 7q | +3.1%+$255.2K |
| Viaable, LLC | $7.5M | 120,532 | 6.19% | new | FIRST |
| MERCER GLOBAL ADVISORS INC /ADV | $7.3M | 115,524 | 0.00% | 17q | +113.1%+$3.9M |
| Bouvel Investment Partners, LLC | $6.6M | 105,486 | 1.50% | new | NEW |
| GOLDMAN SACHS GROUP INC | $6.2M | 99,054 | 0.00% | 11q | +401.4%+$5.0M |
| Consilium Wealth Advisory, LLC | $5.9M | 93,051 | 1.74% | 9q | +11.2%+$592.0K |
| PRINCIPAL SECURITIES, INC. | $5.3M | 84,499 | 0.06% | 11q | -5.0%-$282.2K |
| Eagle Strategies LLC | $5.0M | 79,437 | 0.50% | 5q | +2.3%+$113.8K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $4.8M | 76,720 | 0.00% | 5q | +262.9%+$3.5M |
| Integrated Wealth Concepts LLC | $4.8M | 76,471 | 0.02% | 17q | +27.8%+$1.0M |
| Fifth Third Securities, Inc. | $4.7M | 74,872 | 0.27% | 9q | +5.9%+$263.0K |
| HOGE FINANCIAL SERVICES, LLC | $4.2M | 65,856 | 1.99% | 6q | HELD |
| Kestra Advisory Services, LLC | $4.0M | 63,797 | 0.01% | 23q | -9.3%-$410.1K |
| FORTE ASSET MANAGEMENT LLC | $3.9M | 62,500 | 1.61% | 3q | HELD |
| LANE BROTHERS & CO INC | $3.9M | 61,640 | 2.54% | 3q | -9.8%-$421.5K |
| Silver Coast Investments LLC | $3.8M | 59,886 | 1.12% | 11q | -4.4%-$175.1K |
| Western Wealth Management, LLC | $3.4M | 54,266 | 0.11% | 10q | +7.7%+$245.5K |
| Corient Private Wealth LP | $3.3M | 51,832 | 0.00% | 12q | +102.6%+$1.7M |
| Patton Albertson Miller Group, LLC | $3.2M | 51,359 | 0.32% | 17q | -0.7%-$22.9K |
| Dorsey & Whitney Trust CO LLC | $3.2M | 51,155 | 0.16% | 2q | HELD |
| Forthright Family Wealth Advisory LLC | $3.0M | 48,245 | 1.72% | 11q | +65.5%+$1.2M |
| J.W. COLE ADVISORS, INC. | $2.8M | 45,071 | 0.05% | 12q | +8.7%+$228.5K |
| Farther Finance Advisors, LLC | $2.8M | 45,023 | 0.02% | 15q | -11.3%-$361.0K |
| IHT Wealth Management, LLC | $2.8M | 43,895 | 0.06% | 14q | +24.9%+$551.2K |
| CLIENT 1ST ADVISORY GROUP, LLC | $2.7M | 42,545 | 0.70% | 15q | +8.3%+$205.6K |
| PURSUE WEALTH PARTNERS LLC | $2.6M | 41,115 | 1.45% | new | NEW |
| BLAIR WILLIAM & CO/IL | $2.6M | 41,104 | 0.01% | 22q | -30.7%-$1.1M |
| American Trust | $2.6M | 40,575 | 0.20% | new | NEW |
| MONEY CONCEPTS CAPITAL CORP | $2.5M | 39,608 | 0.12% | 19q | +0.7%+$16.8K |
| FMR LLC | $2.5M | 39,565 | 0.00% | 21q | +60.8%+$943.1K |
| BG Investment Services, LLC | $2.5M | 39,289 | 1.78% | 11q | -2.6%-$65.8K |
| CITIZENS FINANCIAL GROUP INC/RI | $2.4M | 38,828 | 0.03% | 6q | +6.4%+$148.2K |
| STRATEGY ASSET MANAGERS LLC | $2.4M | 38,118 | 0.36% | 8q | +2.6%+$60.3K |
| J. Team Financial, Inc. | $2.4M | 37,308 | 2.28% | new | NEW |
| Merit Financial Group, LLC | $2.3M | 36,372 | 0.01% | 17q | +107.2%+$1.2M |
| Rockefeller Capital Management L.P. | $2.3M | 36,249 | 0.00% | 22q | +11.6%+$237.3K |
| Urban Wealth Management, LLC | $2.3M | 36,232 | 1.99% | 4q | +1.2%+$27.7K |
| Aventus Investment Advisors, Inc. | $2.3M | 36,050 | 1.67% | new | NEW |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $2.2M | 34,686 | 0.01% | 17q | +53.7%+$763.7K |
| SILVERLAKE WEALTH MANAGEMENT LLC | $2.2M | 34,557 | 0.41% | 9q | -6.7%-$157.5K |
| Cerity Partners LLC | $2.1M | 33,631 | 0.00% | 4q | +11.0%+$210.8K |
| ARRIEN INVESTMENTS, INC. | $2.0M | 32,477 | 1.03% | 14q | -1.2%-$25.0K |
| Equitable Holdings, Inc. | $2.0M | 32,263 | 0.01% | 17q | -10.2%-$230.9K |
| Financial Partners Group, Inc | $2.0M | 31,874 | 0.20% | 23q | -2.7%-$56.4K |
| SIMON QUICK ADVISORS, LLC | $2.0M | 31,250 | 0.08% | 5q | HELD |
| IFP Advisors, Inc | $1.9M | 30,752 | 0.04% | 23q | +11.4%+$199.1K |
| WARNER FINANCIAL, INC | $1.9M | 30,403 | 0.56% | 19q | HELD |
| HERBST GROUP, LLC | $1.9M | 30,190 | 1.04% | 3q | +42.0%+$562.9K |
| NewEdge Advisors, LLC | $1.8M | 28,866 | 0.01% | 17q | +103.2%+$924.1K |
| Sanctuary Advisors, LLC | $1.8M | 28,017 | 0.01% | 9q | +10.9%+$174.0K |
| Stratos Wealth Partners, LTD. | $1.7M | 26,681 | 0.02% | 8q | +2.7%+$43.9K |
| Arkadios Wealth Advisors | $1.7M | 26,587 | 0.03% | 4q | HELD |
| Wealthcare Capital Partners, LLC | $1.6M | 26,128 | 0.68% | 7q | +0.7%+$11.4K |
| Diversify Advisory Services, LLC | $1.6M | 26,605 | 0.03% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $1.6M | 26,605 | 0.03% | 2q | +1.3%+$20.5K |
| Visionary Wealth Advisors | $1.5M | 23,638 | 0.06% | 7q | +36.9%+$401.4K |
| CreativeOne Wealth, LLC | $1.4M | 22,829 | 0.03% | 17q | +4.0%+$55.0K |
| Concurrent Investment Advisors, LLC | $1.4M | 22,817 | 0.01% | 11q | +1.0%+$13.6K |
| Private Advisor Group, LLC | $1.4M | 22,697 | 0.01% | 19q | -15.5%-$263.3K |
| Chicago Partners Investment Group LLC | $1.4M | 22,312 | 0.03% | 4q | +62.4%+$538.3K |
| EVOLUTION WEALTH MANAGEMENT INC. | $1.4M | 22,194 | 0.82% | 5q | +42.5%+$417.4K |
| S&A Financial Services, Inc. | $1.4M | 22,137 | 0.85% | new | FIRST |
| LIBERTY WEALTH MANAGEMENT LLC | $1.4M | 24,380 | 0.17% | 16q | HELD |
Showing the largest 100 of 427 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 413 | $2.2B | 34,909,047 | 49 | 134 | 103 | 0.0% |
| Q1 2026 | 383 | $1.8B | 31,812,108 | 54 | 125 | 111 | 0.0% |
| Q4 2025 | 371 | $1.6B | 29,492,959 | 51 | 108 | 93 | 0.0% |
| Q3 2025 | 324 | $1.4B | 27,336,517 | 30 | 85 | 113 | 0.0% |
| Q2 2025 | 324 | $1.2B | 24,550,867 | 34 | 82 | 128 | 0.0% |
| Q1 2025 | 339 | $1.1B | 25,308,177 | 38 | 65 | 168 | 0.0% |
| Q4 2024 | 436 | $2.1B | 45,329,281 | 38 | 175 | 112 | 0.0% |
| Q3 2024 | 394 | $1.9B | 39,366,981 | 41 | 171 | 117 | 0.1% |
| Q2 2024 | 374 | $1.6B | 37,333,688 | 40 | 158 | 116 | 0.1% |
| Q1 2024 | 359 | $1.7B | 38,355,300 | 43 | 134 | 129 | 0.1% |
| Q4 2023 | 343 | $1.6B | 38,829,233 | 39 | 176 | 64 | 0.0% |
| Q3 2023 | 300 | $1.3B | 34,869,026 | 37 | 145 | 71 | 0.0% |
| Q2 2023 | 295 | $1.1B | 27,784,384 | 22 | 136 | 84 | 0.0% |
| Q1 2023 | 306 | $1.0B | 27,214,282 | 32 | 138 | 88 | 0.0% |
| Q4 2022 | 284 | $934.2M | 25,808,331 | 40 | 113 | 83 | 0.0% |
| Q3 2022 | 288 | $944.2M | 29,168,247 | 38 | 79 | 127 | 0.0% |
| Q2 2022 | 285 | $1.2B | 33,908,004 | 146 | 73 | 31 | 0.0% |
| Q1 2022 | 149 | $232.0M | 5,964,997 | 21 | 48 | 34 | 0.0% |
| Q4 2021 | 142 | $184.1M | 4,806,627 | 22 | 57 | 22 | 0.2% |
| Q3 2021 | 121 | $133.6M | 3,896,190 | 15 | 53 | 22 | 0.6% |
| Q2 2021 | 116 | $144.8M | 4,101,689 | 32 | 51 | 12 | 0.0% |
| Q1 2021 | 90 | $73.9M | 2,133,799 | 53 | 27 | 2 | 0.0% |
| Q4 2020 | 40 | $16.8M | 558,159 | 20 | 9 | 4 | 0.0% |
| Q3 2020 | 17 | $3.9M | 157,705 | 7 | 4 | 1 | 0.0% |
| Q2 2020 | 15 | $2.4M | 100,159 | 6 | 4 | 0 | 0.0% |
| Q1 2020 | 13 | $744.1K | 35,983 | 2 | 1 | 5 | 0.0% |
| Q4 2019 | 13 | $1.8M | 63,730 | 3 | 2 | 4 | 0.0% |
| Q3 2019 | 10 | $2.0M | 70,722 | 2 | 1 | 3 | 0.0% |
| Q2 2019 | 10 | $2.2M | 81,647 | 2 | 2 | 2 | 0.0% |
| Q1 2019 | 11 | $1.6M | 62,338 | 6 | 2 | 1 | 0.0% |
| Q4 2018 | 6 | $1.7M | 75,021 | 0 | 0 | 0 | 0.0% |