IFRA — Ishares Tr Institutional Holders · Q3 2026
Who owns Ishares Tr (IFRA)? 20 institutions reported holding $9.96M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Farther Finance Advisors, LLC ($2.5M), Avidian Wealth Enterprises, LLC ($2.4M), Aventus Investment Advisors, Inc. ($2.0M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Farther Finance Advisors, LLC | $2.5M | 45,565 | Added |
| 2 | Avidian Wealth Enterprises, LLC | $2.4M | 43,107 | Added |
| 3 | Aventus Investment Advisors, Inc. | $2.0M | 36,013 | Trimmed |
| 4 | Elm3 Financial Group, LLC | $947,876 | 17,225 | Trimmed |
| 5 | First Heartland Consultants, Inc. | $583,054 | 10,595 | Added |
| 6 | CLUNE & ASSOCIATES, LTD. | $516,516 | 9,386 | Trimmed |
| 7 | Asempa Wealth Advisors | $327,787 | 5,903 | Added |
| 8 | CoreCap Advisors, LLC | $305,843 | 5,557 | Trimmed |
| 9 | ARMSTRONG ADVISORY GROUP, INC | $172,354 | 3,132 | Hold |
| 10 | Grove Bank & Trust | $110,060 | 2,000 | Hold |
| 11 | ELEVATION WEALTH PARTNERS, LLC | $59,417 | 1,080 | Added |
| 12 | AMERICAN NATIONAL BANK & TRUST | $43,418 | 789 | Hold |
| 13 | CX Institutional | $9,000 | 161 | Added |
| 14 | Versant Capital Management, Inc | $6,218 | 113 | Hold |
| 15 | Pacifica Partners Inc. | $5,775 | 104 | New |
| 16 | TOMPKINS FINANCIAL CORP | $4,072 | 74 | Hold |
| 17 | GK Wealth Management LLC | $4,062 | 74 | New |
| 18 | Retirement Wealth Solutions LLC | $1,098 | 20 | Hold |
| 19 | Polaris Financial Partners | $1,000 | 10 | New |
| 20 | Apeiron RIA LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30