IFRA — ISHARES US

Ownership history in ORG Partners LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which ORG Partners LLC reported a position in ISHARES US (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.

Peak position
0.05% (2023 Q2)
Avg. % of fund
0.01%
First filed
2023 Q2
Last filed
2025 Q3
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED — -21 -100.0% 0.00% $45 $52.27
2025 Q2 REDUCED 21 -56 -72.7% 0.00% $1K $48.48
2025 Q1 REDUCED 77 -604 -88.7% 0.00% $4K $44.25
2024 Q4 REDUCED 681 -52 -7.1% 0.00% $32K $45.19
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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