IFRA · Insider trading · 13F holders · Congress trades
Ishares Tr (IFRA)
Who is buying and selling IFRA: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 43
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
IFRA at a glance
- No open-market insider purchases or sales of IFRA were filed in the last 90 days.
- 43 13F filers hold IFRA among their 50 largest positions, worth $474.6M combined. The biggest bets by portfolio weight are Viaable, LLC (6.2%), Immaculate Wealth Management LLC (5.3%) and Laurel Wealth Planning LLC (5.1%). In their latest 13Fs, 2 managers opened a new position and 9 added to one.
- No member of Congress has disclosed a trade in IFRA.
IFRA insider trading
No open-market insider purchases or sales of IFRA were filed in the last 90 days.
Who owns IFRA? Hedge funds and superinvestors
43 13F filers hold IFRA among their 50 largest positions, worth $474.6M combined. The biggest bets by portfolio weight are Viaable, LLC (6.2%), Immaculate Wealth Management LLC (5.3%) and Laurel Wealth Planning LLC (5.1%). In their latest 13Fs, 2 managers opened a new position and 9 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Treasurer of the State of North CarolinaInvestment manager | 0.4% | $158.9M | 2,520,711 | — | Q2 2026 |
| Wharton Business Group, LLCWealth manager | 3.4% | $100.4M | 1,592,700 | -7.6% shares | Q2 2026 |
| Wellspring Financial Advisors, LLCWealth manager | 2.8% | $42.7M | 676,791 | +20.0% shares | Q2 2026 |
| Compound Planning, Inc.Wealth manager | 0.6% | $23.8M | 377,211 | +13.7% shares | Q2 2026 |
| Sumitomo Life Insurance CoInsurance company | 0.3% | $18.6M | 294,600 | +77.4% shares | Q2 2026 |
| TrustBankInvestment manager | 3.9% | $12.3M | 222,642 | +2.9% shares | Q3 2026 |
| Brio Consultants, LLCWealth manager | 1.4% | $11.9M | 188,776 | +1.3% shares | Q2 2026 |
| Laurel Wealth Planning LLCWealth manager | 5.1% | $11.4M | 181,129 | -1.8% shares | Q2 2026 |
| Horizon Wealth Management, LLCWealth manager | 1.3% | $10.6M | 167,863 | — | Q2 2026 |
| Sage Private Wealth Group, LLCWealth manager | 2.6% | $7.9M | 142,855 | — | Q3 2026 |
| Haven Private, LLCWealth manager | 3.1% | $7.8M | 142,516 | +5.3% shares | Q3 2026 |
| Viaable, LLCInvestment manager | 6.2% | $7.5M | 120,532 | — | Q2 2026 |
| Atomic Invest LLCInstitutional asset manager | 0.5% | $6.1M | 96,095 | — | Q2 2026 |
| Consilium Wealth Advisory, LLCWealth manager | 1.3% | $4.5M | 81,365 | -12.6% shares | Q3 2026 |
| Forte Asset Management LLCWealth manager | 1.8% | $4.4M | 80,085 | +28.1% shares | Q3 2026 |
| Hoge Financial Services, LLCWealth manager | 2.0% | $4.2M | 65,856 | -0.0% shares | Q2 2026 |
| Lane Brothers & Co IncWealth manager | 2.5% | $3.9M | 61,640 | -9.8% shares | Q2 2026 |
| Silver Coast Investments LLCInstitutional asset manager | 1.1% | $3.8M | 59,886 | -4.4% shares | Q2 2026 |
| Forthright Family Wealth Advisory LLCWealth manager | 1.7% | $3.0M | 48,245 | +65.5% shares | Q2 2026 |
| Pursue Wealth Partners LLCWealth manager | 1.5% | $2.6M | 41,115 | — | Q2 2026 |
| Client 1st Advisory Group, LLCWealth manager | 0.7% | $2.5M | 46,276 | +8.8% shares | Q3 2026 |
| J. Team Financial, Inc.Wealth manager | 2.3% | $2.4M | 37,308 | — | Q2 2026 |
| Arrien Investments, Inc.Wealth manager | 1.0% | $2.0M | 32,477 | -1.2% shares | Q2 2026 |
| Aventus Investment Advisors, Inc.Wealth manager | 1.4% | $2.0M | 36,013 | -0.1% shares | Q3 2026 |
| Warner Financial, IncWealth manager | 0.6% | $1.9M | 30,403 | +0.1% shares | Q2 2026 |
| Evolution Wealth Management Inc.Wealth manager | 1.0% | $1.7M | 30,686 | +38.3% shares | Q3 2026 |
| Herbst Group, LLCWealth manager | 0.9% | $1.6M | 28,905 | -4.3% shares | Q3 2026 |
| Urban Wealth Management, LLCWealth manager | 1.4% | $1.5M | 27,949 | -22.9% shares | Q3 2026 |
| Wealthcare Capital Partners, LLCWealth manager | 0.6% | $1.5M | 26,828 | +2.7% shares | Q3 2026 |
| S&A Financial Services, Inc.Wealth manager | 0.9% | $1.4M | 22,137 | +6.7% shares | Q2 2026 |
The 30 largest of 43 positions, by value. Each manager counts with its latest 13F (Q3 2026: 17, Q2 2026: 26). Screen IFRA in the grand portfolio →
IFRA stock trades by members of Congress
No member of Congress has disclosed a trade in IFRA.
IFRA questions and answers
Are insiders buying IFRA stock?
No open-market insider purchases or sales of IFRA were filed in the last 90 days.
Which hedge funds own IFRA?
43 13F filers hold IFRA among their 50 largest positions, worth $474.6M combined. The biggest bets by portfolio weight are Viaable, LLC (6.2%), Immaculate Wealth Management LLC (5.3%) and Laurel Wealth Planning LLC (5.1%). In their latest 13Fs, 2 managers opened a new position and 9 added to one.
Has Congress traded IFRA?
No member of Congress has disclosed a trade in IFRA.
Who is the largest holder of IFRA?
Among 13F filers, Treasurer of the State of North Carolina reports the largest IFRA position, $158.9M (2,520,711 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Viaable, LLC's: 6.2% of its portfolio.
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