IFRA — ISHARES TR

Ownership history in D.A. DAVIDSON & CO.  ·  8 quarters on record

This page tracks every 13F SEC filing in which D.A. DAVIDSON & CO. reported a position in ISHARES TR (IFRA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,799 -1,143 -23.1% 0.00% $201K $52.27
2025 Q2 REDUCED 4,942 -229 -4.4% 0.00% $243K $48.48
2025 Q1 REDUCED 5,171 -902 -14.9% 0.00% $233K $44.25
2024 Q4 ADDED 6,073 +83 +1.4% 0.00% $281K $45.19
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% of Fund (quarterly)    IFRA price (monthly, adj. close)

Other funds also holding IFRA

As of 2025 Q4 — sorted by position size

Touchstone Capital, Inc. 3Y 9.07% Laurel Wealth Planning LLC 3Y 5.59% Wharton Business Group, LLC 3Y 7Y 3.43% LANE BROTHERS & CO INC 2.69% HOGE FINANCIAL SERVICES, LLC 1.52% Consilium Wealth Advisory, LLC 3Y 1.48% Brio Consultants, LLC 3Y 7Y 1.29% Alpha Financial Partners, LLC 3Y 1.18% Silver Coast Investments LLC 1.16% Sound Financial Strategies Group, LLC 3Y 0.93%
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