Who owns Ishares Tr fund?
- Ticker: BGRN
- CUSIP Number: 46435u440
Tip: Access positions for across all investors
Analyze quarterly positions in Ishares Tr fund with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of Ishares Tr fund stock
Who bought or sold Ishares Tr fund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Betterment | 1.1M | $50M | 6% | Mar 2024 |
|
| Empower Advisory Group | 940k | $44M | 0% | Mar 2024 |
|
| Envestnet Asset Management | 435k | $20M | 36% | Mar 2024 |
|
| Mercer Global Advisors | 358k | $17M | 30% | Mar 2024 |
|
| Francis Financial | 292k | $14M | 40% | Mar 2024 |
|
| Bank of America Corporation | 198k | $9.3M | 18% | Mar 2024 |
|
| Royal Bank of Canada | 182k | $8.6M | 1% | Mar 2024 |
|
| LPL Financial | 128k | $6.0M | 84% | Mar 2024 |
|
| Stewardship Advisors | 101k | $4.7M | 1% | Mar 2024 |
|
| Creative Planning | 96k | $4.5M | 38% | Mar 2024 |
|
| Cetera Investment Advisers | 92k | $4.3M | 1571% | Mar 2024 |
|
| Hsbc Holdings | 78k | $3.7M | 0% | Dec 2023 |
|
| Bank of New York Mellon | 72k | $3.4M | -1% | Mar 2024 |
|
| UBS Group | 70k | $3.3M | -14% | Mar 2024 |
|
| Jane Street | 61k | $2.9M | 22% | Mar 2024 |
|
| Laurel Wealth Planning | 55k | $2.6M | 5% | Mar 2024 |
|
| Assetmark | 39k | $1.8M | 0% | Mar 2024 |
|
| Envestnet Portfolio Solutions | 35k | $1.6M | -2% | Mar 2024 |
|
| Robinson Smith Wealth Advisors | 33k | $1.6M | 4% | Mar 2024 |
|
| HighTower Advisors | 33k | $1.5M | -5% | Mar 2024 |
|
| Commonwealth Equity Services | 28k | $1.3M | 0% | Mar 2024 |
|
| Raymond James Financial Services Advisors | 26k | $1.2M | -6% | Mar 2024 |
|
| Private Wealth Management Group | 24k | $1.1M | 5% | Mar 2024 |
|
| Goldman Sachs Group | 22k | $1.0M | 100% | Mar 2024 |
|
| Advisory Services Network | 22k | $754k | 3% | Mar 2024 |
|
| Walkner Condon Financial Advisors | 21k | $988k | -5% | Mar 2024 |
|
| Advisor Group Holdings | 21k | $972k | -26% | Mar 2024 |
|
| Blue Barn Wealth | 19k | $896k | 0% | Mar 2024 |
|
| CliftonLarsonAllen Wealth Advisors | 19k | $885k | -1% | Mar 2024 |
|
| Franklin Resources | 17k | $817k | 1% | Mar 2024 |
|
| Berger Financial Group | 17k | $815k | 0% | Mar 2024 |
|
| Vontobel Holding | 17k | $799k | 7% | Mar 2024 |
|
| Ameriprise Financial | 17k | $790k | -5% | Mar 2024 |
|
| Lido Advisors | 17k | $784k | 40% | Mar 2024 |
|
| Dynamic Advisors Solutions | 17k | $781k | -1% | Mar 2024 |
|
| Wealthfront Advisers | 16k | $757k | 7% | Mar 2024 |
|
| Omega Financial Group | 16k | $746k | 10% | Mar 2024 |
|
| Better Money Decisions | 15k | $702k | -4% | Mar 2024 |
|
| Carr Financial Group Corp | 15k | $685k | 0% | Mar 2024 |
|
| Kestra Private Wealth Services | 13k | $628k | 81% | Mar 2024 |
|
| Atria Wealth Solutions | 13k | $597k | 1% | Mar 2024 |
|
| Johnson Financial | 12k | $572k | 0% | Mar 2024 |
|
| Aprio Wealth Management | 12k | $571k | 4% | Mar 2024 |
|
| Brio Consultants | 12k | $567k | -1% | Mar 2024 |
|
| Morgan Stanley | 11k | $509k | 7039% | Mar 2024 |
|
| Tanager Wealth Management | 11k | $497k | 0% | Mar 2024 |
|
| Cardinal Point Capital Management, ULC | 10k | $469k | -4% | Mar 2024 |
|
| PrairieView Partners | 9.1k | $426k | -10% | Mar 2024 |
|
| Falcon Wealth Planning | 9.0k | $424k | 7% | Mar 2024 |
|
| Thrivent Financial for Lutherans | 8.3k | $388k | 4% | Mar 2024 |
|
| Retirement Capital Strategies | 8.1k | $378k | -36% | Mar 2024 |
|
| PFG Investments | 7.8k | $368k | 100% | Mar 2024 |
|
| Kestra Advisory Services | 7.8k | $368k | 5% | Dec 2023 |
|
| Summit Investment Advisors | 7.5k | $351k | 3% | Mar 2024 |
|
| Gould Asset Management | 6.4k | $298k | 100% | Mar 2024 |
|
| Halbert Hargrove Global Advisors | 6.3k | $295k | 0% | Mar 2024 |
|
| Concentric Wealth Management | 6.0k | $281k | 100% | Mar 2024 |
|
| LFA - Lugano Financial Advisors SA | 6.0k | $279k | 0% | Mar 2024 |
|
| JFG Wealth Management | 5.6k | $261k | 9% | Mar 2024 |
|
| KilterHowling | 5.3k | $247k | -3% | Mar 2024 |
|
| Beacon Pointe Advisors | 5.2k | $246k | 100% | Dec 2023 |
|
| CWM | 5.0k | $234k | 66% | Mar 2024 |
|
| Elevated Capital Advisors | 4.8k | $226k | 100% | Mar 2024 |
|
| Cambridge Investment Research Advisors | 4.5k | $211k | -16% | Mar 2024 |
|
| Carnegie Capital Asset Management | 4.3k | $204k | 0% | Mar 2024 |
|
| Wealth Enhancement Advisory Services | 4.3k | $202k | -46% | Mar 2024 |
|
| Atlantic Trust | 4.1k | $189k | 100% | Mar 2024 |
|
| Clarity Asset Management | 3.6k | $168k | -2% | Mar 2024 |
|
| Principal Securities | 3.3k | $157k | 11% | Mar 2024 |
|
| Nelson, Van Denburg & Campbell Wealth Management | 2.9k | $135k | 100% | Mar 2024 |
|
| Emerald Investment Partners | 2.5k | $117k | 0% | Mar 2024 |
|
| Federation des caisses Desjardins du Quebec | 2.4k | $115k | 100% | Mar 2024 |
|
| Continuum Advisory | 2.4k | $110k | 100% | Mar 2024 |
|
| Morton Brown Family Wealth | 2.1k | $99k | 30% | Mar 2024 |
|
| Sachetta | 1.9k | $92k | 0% | Mar 2024 |
|
| Hartland & Co | 1.7k | $82k | 0% | Dec 2023 |
|
| Trust | 1.4k | $67k | 2% | Mar 2024 |
|
| Northwestern Mutual Wealth Management Company | 1.3k | $63k | 5240% | Mar 2024 |
|
| Foster Dykema Cabot & Partners | 1.2k | $55k | 100% | Mar 2024 |
|
| National Bank Of Canada /fi/ | 1.2k | $55k | 0% | Dec 2023 |
|
| Bbjs Financial Advisors | 1.1k | $52k | 0% | Mar 2024 |
|
| CBIZ Investment Advisory Services | 1.0k | $48k | 100% | Mar 2024 |
|
| Smithfield Trust Company | 920.00 | $43k | 0% | Mar 2024 |
|
| Richardson Financial Services | 763.00 | $36k | 100% | Mar 2024 |
|
| Bank Of Montreal | 751.00 | $35k | 100% | Mar 2024 |
|
| Archer Investment Corp | 463.00 | $22k | 0% | Mar 2024 |
|
| Scarborough Advisors | 460.00 | $22k | 1% | Mar 2024 |
|
| Hanson McClain Advisors | 339.00 | $16k | 0% | Mar 2024 |
|
| Financial Perspectives | 338.00 | $16k | 1% | Mar 2024 |
|
| Steward Partners Investment Advisory | 213.00 | $10k | 0% | Mar 2024 |
|
| Mascoma Wealth Management | 198.00 | $9.3k | -60% | Mar 2024 |
|
| Frazier Financial Advisors | 185.00 | $8.7k | 100% | Mar 2024 |
|
| Bartlett & Co. Wealth Management | 115.00 | $5.4k | 0% | Mar 2024 |
|
| Bartlett & Co. | 115.00 | $5.0k | 0% | Dec 2023 |
|
| Pnc Financial Services | 104.00 | $4.9k | 100% | Mar 2024 |
|
| Signature Resources Capital Management | 55.00 | $2.6k | 0% | Mar 2024 |
|
| Larson Financial Group | 42.00 | $2.0k | 0% | Mar 2024 |
|
| Coston, McIsaac & Partners | 38.00 | $1.0k | 0% | Mar 2024 |
|
| Dunhill Financial | 32.00 | $1.5k | -95% | Mar 2024 |
|
| Bell Investment Advisors | 10.00 | $457.000000 | 0% | Mar 2024 |
|
| Manchester Capital Management | 1.00 | $48.000000 | 100% | Mar 2024 |
|
| Jpmorgan Chase & Co | 1.00 | $0 | 0% | Mar 2024 |
|
| Wells Fargo & Company | 0 | $0 | -100% | Mar 2024 |
|
Who sold out of Ishares Tr fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Financial Network Investment Corporation | Sep 2023 | 80k | $3.6M |
| Bank Julius Baer & Co. Ltd, Zurich | Sep 2023 | 59k | $2.7M |
| Flow Traders US | Dec 2023 | 30k | $1.4M |
| Shotwell Rutter Baer | Dec 2023 | 13k | $629k |
| Geneos Wealth Management | Dec 2023 | 75.00 | $3.5k |
| Farther Finance Advisors | Dec 2023 | 58.00 | $2.7k |
| Sandy Spring Bank | Dec 2023 | 2.00 | $95.000000 |