Who owns ISHARES TR?
- Ticker: IBDX
- CUSIP Number: 46436e312
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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Top investors of Ishares Tr stock
Who bought or sold ISHARES TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Bank of America Corporation | 1.6M | $41M | 48% | Mar 2024 |
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| Capital Investment Advisors | 1.3M | $33M | 31% | Mar 2024 |
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| Golub Group | 1.3M | $32M | 4% | Mar 2024 |
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| Gateway Advisory | 1.2M | $30M | 5% | Mar 2024 |
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| Aptus Capital Advisors | 1.2M | $29M | -18% | Mar 2024 |
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| First Interstate Bank | 1.1M | $27M | 21% | Mar 2024 |
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| Goss Wealth Management | 881k | $21M | 100% | Mar 2024 |
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| Wells Fargo & Company | 862k | $21M | 47% | Mar 2024 |
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| Sigma Investment Counselors | 806k | $20M | 1241% | Mar 2024 |
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| Arrow Financial Corp. | 530k | $13M | 15% | Dec 2023 |
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| MV Capital Management | 528k | $13M | 845% | Mar 2024 |
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| Raymond James Financial Services Advisors | 521k | $13M | 7% | Mar 2024 |
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| UBS Group | 479k | $12M | 17% | Mar 2024 |
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| Royal Bank of Canada | 439k | $11M | 212% | Mar 2024 |
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| Rockefeller Capital Management | 431k | $11M | 8% | Dec 2023 |
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| Morgan Stanley | 406k | $10M | 95% | Mar 2024 |
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| Stony Point Wealth Management | 333k | $8.3M | 12% | Mar 2024 |
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| Paradigm, Strategies in Wealth Management | 249k | $6.2M | -1% | Mar 2024 |
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| LPL Financial | 241k | $6.0M | 555% | Mar 2024 |
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| Guidance Point Advisors | 234k | $5.8M | 12% | Mar 2024 |
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| Janney Montgomery Scott | 230k | $5.7M | 55% | Mar 2024 |
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| Platte River Wealth Advisors | 186k | $4.6M | 45% | Mar 2024 |
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| Krilogy Financial | 171k | $4.2M | -1% | Mar 2024 |
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| HighTower Advisors | 163k | $4.0M | 29% | Mar 2024 |
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| Lyell Wealth Management | 162k | $4.0M | 81% | Mar 2024 |
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| Stifel Financial | 157k | $3.9M | 7% | Mar 2024 |
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| 4Thought Financial Group | 155k | $3.8M | 7% | Mar 2024 |
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| Us Bancorp | 149k | $3.7M | 100% | Mar 2024 |
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| Benjamin F. Edwards & Company | 135k | $3.3M | 5% | Mar 2024 |
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| Sandy Spring Bank | 135k | $3.3M | 18% | Mar 2024 |
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| Neuberger Berman Group | 122k | $3.0M | 100% | Mar 2024 |
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| Evergreen Private Wealth | 117k | $2.9M | 100% | Mar 2024 |
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| Venture Visionary Partners | 101k | $2.5M | 32% | Mar 2024 |
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| Parallel Advisors | 97k | $2.4M | 83% | Mar 2024 |
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| MCF Advisors | 92k | $2.3M | 4% | Mar 2024 |
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| Garrett Investment Advisors | 89k | $2.2M | -19% | Mar 2024 |
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| Signature Wealth Management Group | 86k | $2.1M | 72% | Mar 2024 |
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| Archford Capital Strategies | 82k | $2.0M | -1% | Mar 2024 |
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| CWM | 80k | $2.0M | 27% | Mar 2024 |
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| Commonwealth Equity Services | 72k | $1.8M | 113% | Mar 2024 |
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| Probity Advisors | 71k | $1.8M | 87% | Mar 2024 |
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| Raymond James & Associates | 67k | $1.7M | 52% | Mar 2024 |
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| Envestnet Asset Management | 63k | $1.6M | 1% | Mar 2024 |
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| Jane Street | 57k | $1.4M | 100% | Mar 2024 |
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| Quantum Financial Advisors | 54k | $1.3M | 100% | Mar 2024 |
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| REDW Stanley Financial Advisors | 52k | $1.3M | 58% | Mar 2024 |
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| Mariner Wealth Advisors | 48k | $1.2M | 176% | Mar 2024 |
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| Coldstream Capital Management | 41k | $1.0M | 226% | Dec 2023 |
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| McGlone Suttner Wealth Management | 41k | $1.0M | 88% | Mar 2024 |
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| Little House Capital | 41k | $1.0M | -13% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 40k | $997k | 29% | Mar 2024 |
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| Stonebrook Private | 39k | $965k | 71% | Mar 2024 |
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| Mendota Financial Group | 35k | $865k | 55% | Mar 2024 |
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| Lido Advisors | 34k | $849k | 227% | Mar 2024 |
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| Headinvest | 31k | $773k | 20% | Dec 2023 |
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| Citadel Advisors | 29k | $725k | -90% | Mar 2024 |
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| Peloton Wealth Strategists | 29k | $719k | 0% | Mar 2024 |
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| CliftonLarsonAllen Wealth Advisors | 29k | $715k | 92% | Mar 2024 |
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| Susquehanna International | 28k | $697k | 100% | Mar 2024 |
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| Jpmorgan Chase & Co | 27k | $681k | 100% | Mar 2024 |
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| Captrust Financial Advisors | 27k | $660k | 8% | Mar 2024 |
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| Stokes Family Office | 25k | $628k | 164% | Mar 2024 |
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| Lincoln National | 25k | $626k | 100% | Mar 2024 |
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| Benjamin Edwards | 25k | $612k | -7% | Mar 2024 |
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| Gradient Capital Advisors | 24k | $598k | 3% | Mar 2024 |
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| Segment Wealth Management | 24k | $585k | 171% | Mar 2024 |
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| Branch Banking & Trust Company | 21k | $524k | 0% | Mar 2024 |
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| Ameriprise Financial | 20k | $505k | 100% | Mar 2024 |
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| Associated Banc- | 20k | $490k | 100% | Mar 2024 |
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| United Capital Financial Advisers | 18k | $450k | 3% | Mar 2024 |
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| Mutual Advisors | 17k | $424k | 58% | Mar 2024 |
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| Precedent Wealth Partners | 17k | $412k | 24% | Mar 2024 |
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| Brian McDonald | 15k | $374k | 59% | Mar 2024 |
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| Integrated Wealth Concepts | 14k | $338k | 100% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 13k | $322k | 2790% | Mar 2024 |
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| Koshinski Asset Management | 13k | $312k | 5% | Mar 2024 |
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| Flow Traders US | 12k | $305k | 100% | Mar 2024 |
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| Montecito Bank & Trust | 12k | $302k | 100% | Mar 2024 |
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| J.w. Cole Advisors | 11k | $273k | 100% | Mar 2024 |
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| Executive Wealth Management | 11k | $258k | 100% | Mar 2024 |
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| Cooper/haims Advisors | 10k | $258k | 0% | Mar 2024 |
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| Beacon Pointe Advisors | 10k | $262k | 100% | Dec 2023 |
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| H D Vest Advisory Services | 9.6k | $239k | 17% | Mar 2024 |
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| National Asset Management | 8.7k | $204k | 100% | Mar 2024 |
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| M3 Advisory Group | 8.1k | $201k | 100% | Mar 2024 |
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| Addison Advisors | 5.3k | $131k | 100% | Mar 2024 |
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| Adirondack Trust | 5.2k | $129k | 15% | Mar 2024 |
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| Koesten, Hirschmann & Crabtree | 5.1k | $129k | 100% | Dec 2023 |
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| Roble, Belko & Company | 4.1k | $101k | 100% | Mar 2024 |
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| Cherry Tree Wealth Management | 3.9k | $97k | 100% | Mar 2024 |
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| IFP Advisors | 3.8k | $97k | 163% | Dec 2023 |
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| Steward Partners Investment Advisory | 2.1k | $52k | 0% | Mar 2024 |
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| Element Wealth | 2.0k | $50k | 0% | Mar 2024 |
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| Central Trust & Investment | 1.2k | $30k | -33% | Mar 2024 |
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| BlackRock | 1.2k | $30k | 2430% | Mar 2024 |
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| Hanson McClain Advisors | 849.00 | $21k | 0% | Mar 2024 |
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| Advisor Group Holdings | 345.00 | $8.6k | -61% | Mar 2024 |
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| Pnc Financial Services | 25.00 | $620.000000 | 100% | Mar 2024 |
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Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| RFG Advisory | Dec 2023 | 70k | $1.8M |
| FinTrust Capital Advisors | Sep 2023 | 3.6k | $85k |