Who owns ISHARES TR?
- Ticker: DMXF
- CUSIP Number: 46436e759
Tip: Access positions for across all investors
Analyze quarterly positions in Ishares Tr with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold ISHARES TR this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Envestnet Asset Management | 1.6M | $112M | 6% | Mar 2024 |
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BlackRock | 922k | $63M | -12% | Mar 2024 |
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Envestnet Portfolio Solutions | 496k | $34M | 0% | Mar 2024 |
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Jpmorgan Chase & Co | 179k | $12M | 9% | Mar 2024 |
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Hanson McClain Advisors | 171k | $12M | 7% | Mar 2024 |
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SigFig Wealth Management | 165k | $11M | 12% | Mar 2024 |
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LPL Financial | 147k | $10M | 44% | Mar 2024 |
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Park Avenue Securities | 145k | $9.8M | 4% | Mar 2024 |
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Adviser Investments | 96k | $6.6M | 0% | Mar 2024 |
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Balanced Rock Investment Advisors | 94k | $6.4M | 100% | Mar 2024 |
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Invera Wealth Advisors | 69k | $4.5M | 1% | Mar 2024 |
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Sei Investments | 64k | $4.4M | 100% | Mar 2024 |
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Financial Connections Group | 61k | $4.1M | 8% | Mar 2024 |
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Jane Street | 58k | $3.9M | -12% | Mar 2024 |
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Thrivent Financial for Lutherans | 56k | $3.8M | 7% | Mar 2024 |
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HighTower Advisors | 56k | $3.8M | 5% | Mar 2024 |
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UBS Group | 56k | $3.8M | 2% | Mar 2024 |
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One Wealth Advisors | 51k | $3.5M | -15% | Mar 2024 |
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Klaas Financial Asset Advisors | 49k | $3.3M | 4% | Mar 2024 |
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Accredited Investors | 48k | $3.3M | 1% | Mar 2024 |
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Walkner Condon Financial Advisors | 46k | $3.2M | 0% | Mar 2024 |
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TD Waterhouse Canada | 44k | $2.9M | 0% | Mar 2024 |
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Atlantic Private Wealth | 43k | $2.9M | 0% | Mar 2024 |
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Royal Bank of Canada | 40k | $2.7M | 8% | Mar 2024 |
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Atria Wealth Solutions | 38k | $2.6M | -2% | Mar 2024 |
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Values Added Financial | 35k | $2.4M | -1% | Mar 2024 |
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Fiera Capital Corporation | 34k | $2.3M | 31% | Mar 2024 |
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SageView Advisory Group | 30k | $1.4M | 100% | Mar 2024 |
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CI Private Wealth | 30k | $2.0M | -1% | Mar 2024 |
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Janney Montgomery Scott | 28k | $1.9M | 34% | Mar 2024 |
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Assetmark | 28k | $1.9M | 11% | Mar 2024 |
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Regatta Capital Group | 27k | $1.9M | 100% | Mar 2024 |
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Integrated Wealth Concepts | 27k | $1.8M | -6% | Mar 2024 |
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Grubman Wealth Management | 26k | $1.7M | -2% | Dec 2023 |
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Albion Financial Group | 26k | $1.8M | 6% | Mar 2024 |
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Cambridge Investment Research Advisors | 25k | $1.7M | 10% | Mar 2024 |
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Equita Financial Network | 25k | $1.7M | 41% | Mar 2024 |
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United Capital Financial Advisers | 25k | $1.7M | 1% | Mar 2024 |
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Horst & Graben Wealth Management | 24k | $1.6M | 4% | Mar 2024 |
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Dohj | 23k | $1.6M | 100% | Mar 2024 |
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Opes Wealth Management | 22k | $1.5M | -6% | Mar 2024 |
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Sharkey, Howes & Javer | 21k | $1.4M | 0% | Mar 2024 |
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Atwater Malick | 21k | $1.4M | 8% | Mar 2024 |
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Bank of America Corporation | 20k | $1.4M | -60% | Mar 2024 |
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FMR | 20k | $1.3M | 103% | Mar 2024 |
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Advisor Group Holdings | 19k | $1.3M | -86% | Mar 2024 |
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Commonwealth Equity Services | 19k | $1.3M | 7% | Mar 2024 |
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Halbert Hargrove Global Advisors | 19k | $1.3M | 2% | Mar 2024 |
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Plan | 18k | $1.2M | 0% | Dec 2023 |
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Steward Partners Investment Advisory | 18k | $1.3M | 9% | Mar 2024 |
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Gould Asset Management | 18k | $1.2M | 29% | Mar 2024 |
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Wade Financial Advisory | 18k | $1.1M | 0% | Dec 2023 |
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Wealthsource Partners | 16k | $1.0M | -5% | Dec 2023 |
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Congress Wealth Management LLC / DE / | 15k | $1.0M | -1% | Mar 2024 |
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Prudential | 15k | $1.0M | 0% | Mar 2024 |
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JMG Financial Group | 14k | $961k | 18% | Mar 2024 |
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Lazard Asset Management | 14k | $882k | 0% | Dec 2023 |
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Creative Planning | 14k | $933k | 65% | Mar 2024 |
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Wells Fargo & Company | 14k | $923k | 8% | Mar 2024 |
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Bank of New York Mellon | 13k | $914k | 6% | Mar 2024 |
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Northwestern Mutual Wealth Management Company | 13k | $901k | 47% | Mar 2024 |
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VERITY Wealth Advisors | 13k | $875k | 28% | Mar 2024 |
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Pathstone Holdings | 12k | $843k | 4% | Mar 2024 |
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Crestone Asset Management | 12k | $843k | 14% | Mar 2024 |
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TCWP | 12k | $768k | -21% | Dec 2023 |
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We Are One Seven | 12k | $768k | 100% | Dec 2023 |
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Austin Private Wealth | 12k | $814k | 10% | Mar 2024 |
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Skyline Advisors | 12k | $804k | 3% | Mar 2024 |
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Wealth Alliance | 11k | $777k | 5% | Mar 2024 |
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Leonard Rickey Investment Advisors P | 11k | $744k | -2% | Mar 2024 |
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Resources Investment Advisors | 11k | $742k | -28% | Mar 2024 |
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Diversify Advisory Services | 11k | $738k | 100% | Mar 2024 |
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Revolve Wealth Partners | 11k | $724k | 39% | Mar 2024 |
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Dfpg Investments | 11k | $660k | -6% | Dec 2023 |
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 10k | $692k | 0% | Mar 2024 |
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Hart & Patterson Financial Group | 9.3k | $636k | 69% | Mar 2024 |
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H D Vest Advisory Services | 9.2k | $624k | 15% | Mar 2024 |
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Diversified Trust Company | 8.8k | $597k | 2% | Mar 2024 |
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Kestra Advisory Services | 8.8k | $559k | -3% | Dec 2023 |
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Moors & Cabot | 8.7k | $592k | -1% | Mar 2024 |
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Stratos Wealth Partners | 8.3k | $565k | -8% | Mar 2024 |
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Snowden Capital Advisors | 8.0k | $548k | 8% | Mar 2024 |
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MA Private Wealth | 8.0k | $547k | 0% | Mar 2024 |
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Financial Gravity Wealth | 7.7k | $105k | 0% | Dec 2023 |
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Pensionmark Financial Group | 7.7k | $523k | 3% | Mar 2024 |
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Franklin Resources | 7.6k | $521k | 100% | Mar 2024 |
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Regal Investment Advisors | 7.5k | $508k | 4% | Mar 2024 |
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Mount Yale Investment Advisors | 7.2k | $490k | 7% | Mar 2024 |
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Aptus Capital Advisors | 6.9k | $470k | 30% | Mar 2024 |
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Optas | 6.8k | $463k | -11% | Mar 2024 |
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Orion Portfolio Solutions | 6.6k | $448k | 14% | Mar 2024 |
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Main Street Financial Solutions | 6.5k | $443k | -2% | Mar 2024 |
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Betterment | 6.4k | $438k | -1% | Mar 2024 |
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National Asset Management | 6.4k | $366k | 66% | Mar 2024 |
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Townsquare Capital | 6.2k | $419k | 13% | Mar 2024 |
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FTB Advisors | 6.0k | $406k | 0% | Mar 2024 |
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Strategic Blueprint | 5.7k | $391k | 3% | Mar 2024 |
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Agf Management | 5.7k | $388k | -5% | Mar 2024 |
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Keystone Financial Services | 5.6k | $360k | 13% | Dec 2023 |
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Eqis Capital Management | 5.6k | $383k | 100% | Mar 2024 |
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One Wealth Management Investment & Advisory Services | 5.6k | $382k | 2% | Mar 2024 |
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Lincoln National | 5.6k | $381k | 57% | Mar 2024 |
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Wrapmanager | 5.6k | $379k | -7% | Mar 2024 |
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Johnson Bixby & Associates | 5.5k | $375k | -6% | Mar 2024 |
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Pathway Financial Advisors | 5.2k | $357k | -18% | Mar 2024 |
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CWM | 5.1k | $351k | -42% | Mar 2024 |
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Raymond James Financial Services Advisors | 5.1k | $348k | 9% | Mar 2024 |
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Monterey Private Wealth | 5.1k | $348k | 0% | Mar 2024 |
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Stratos Wealth Advisors | 5.0k | $343k | 1% | Mar 2024 |
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Aire Advisors | 5.0k | $341k | 0% | Mar 2024 |
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Patriot Financial Group Insurance Agency | 5.0k | $339k | -6% | Mar 2024 |
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Perigon Wealth Management | 5.0k | $339k | 20% | Mar 2024 |
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Farther Finance Advisors | 4.9k | $336k | 1% | Mar 2024 |
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Magnus Financial Group | 4.3k | $294k | 100% | Mar 2024 |
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Proequities | 4.1k | $282M | 28% | Mar 2024 |
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Concentric Wealth Management | 4.0k | $274k | 100% | Mar 2024 |
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West Wealth Group | 4.0k | $274k | 2% | Mar 2024 |
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Citadel Advisors | 3.7k | $252k | 100% | Mar 2024 |
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Venturi Wealth Management | 3.6k | $246k | 2% | Mar 2024 |
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CoreCap Advisors | 3.6k | $229k | -5% | Dec 2023 |
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Ascent Group | 3.4k | $234k | -2% | Mar 2024 |
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Buttonwood Financial Group | 3.4k | $233k | 100% | Mar 2024 |
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Aurum Wealth Management Group | 3.4k | $216k | 100% | Dec 2023 |
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Goldman Sachs Group | 3.3k | $227k | 100% | Mar 2024 |
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Stifel Financial | 3.3k | $222k | 100% | Mar 2024 |
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Buck Wealth Strategies | 3.2k | $216k | 100% | Mar 2024 |
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UMA Financial Services | 3.1k | $202k | 100% | Mar 2024 |
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SOA Wealth Advisors | 3.1k | $209k | 0% | Mar 2024 |
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Kuntz Lesher Capital | 3.1k | $208k | -4% | Mar 2024 |
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Apollon Wealth Management | 3.0k | $205k | -6% | Mar 2024 |
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Gen-Wealth Partners | 2.7k | $185k | 100% | Mar 2024 |
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Keener Financial Planning | 2.7k | $185k | 0% | Mar 2024 |
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Morgan Stanley | 2.5k | $170k | 75% | Mar 2024 |
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Spire Wealth Management | 2.4k | $166k | -9% | Mar 2024 |
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Milestone Investment Advisors | 2.4k | $151k | 0% | Dec 2023 |
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Harbour Investments | 2.2k | $140k | 18% | Dec 2023 |
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Capital Analysts | 1.8k | $125k | 31% | Mar 2024 |
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Sugarloaf Wealth Management | 1.6k | $112k | 7% | Mar 2024 |
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Creative Financial Designs | 1.6k | $106k | 0% | Mar 2024 |
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Principal Securities | 1.4k | $92k | 0% | Mar 2024 |
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Brian McDonald | 1.3k | $90k | 5% | Mar 2024 |
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JFS Wealth Advisors | 1.3k | $86k | 2% | Mar 2024 |
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Joel R Mogy Investment Counsel | 1.2k | $80k | 100% | Mar 2024 |
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Trust Co Of Vermont | 1.2k | $80k | 100% | Mar 2024 |
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Bank Of Montreal | 866.00 | $59k | -89% | Mar 2024 |
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Continuum Advisory | 813.00 | $55k | 100% | Mar 2024 |
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EverSource Wealth Advisors | 769.00 | $49k | 0% | Mar 2024 |
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National Bank Of Canada /fi/ | 679.00 | $43k | 0% | Dec 2023 |
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Oliver Lagore Vanvalin Investment Group | 662.00 | $45k | 7% | Mar 2024 |
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AdvisorNet Financial | 634.00 | $43k | 7% | Mar 2024 |
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Who sold out of Ishares Tr?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Flow Traders US | Dec 2023 | 27k | $1.7M |
Shotwell Rutter Baer | Dec 2023 | 17k | $1.1M |
Carnegie Capital Asset Management | Dec 2023 | 14k | $863k |
AE Wealth Management | Dec 2023 | 7.0k | $452k |
Richard Bernstein Advisors | Sep 2023 | 7.0k | $399k |
Coldstream Capital Management | Sep 2023 | 6.3k | $359k |
Private Trust Co Na | Dec 2023 | 5.1k | $323k |
5th Street Advisors | Dec 2023 | 5.0k | $321k |
Bp Wealth Management | Dec 2023 | 3.8k | $245k |
Raymond James & Associates | Dec 2023 | 3.6k | $231k |
Goodwin Investment Advisory | Dec 2023 | 3.4k | $217k |
Advisory Services Network | Dec 2023 | 2.0k | $130k |