Who owns Ishares Tr?
- Ticker: LRGF
- CUSIP Number: 46434v282
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 |
|---|---|---|---|---|---|
| Alan Leist III | 4.3M | $232M | 2% | Mar 2024 |
|
| Tolleson Wealth Management | 2.1M | $111M | 10% | Mar 2024 |
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| SigFig Wealth Management | 2.0M | $110M | 1% | Mar 2024 |
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| Wells Fargo & Company | 1.8M | $96M | 6% | Mar 2024 |
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| Plan | 1.4M | $70M | 6% | Dec 2023 |
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| Ullmann Financial | 1.4M | $76M | 4% | Mar 2024 |
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| Integrated Wealth Concepts | 1.2M | $64M | 69% | Mar 2024 |
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| Bsc Private Wealth Management | 1.0M | $56M | -3% | Mar 2024 |
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| Stokes Family Office | 769k | $41M | -41% | Mar 2024 |
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| Halbert Hargrove Global Advisors | 649k | $35M | 42% | Mar 2024 |
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| Jpmorgan Chase & Co | 637k | $34M | 6% | Mar 2024 |
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| Phillips Financial Management | 596k | $32M | -11% | Mar 2024 |
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| Cardinal Point Capital Management, ULC | 596k | $32M | 4% | Mar 2024 |
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| Morgan Stanley | 542k | $29M | -11% | Mar 2024 |
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| Colony | 528k | $28M | 0% | Mar 2024 |
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| Cora Capital Advisors | 459k | $25M | 4% | Mar 2024 |
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| Pettinga Financial Advisors | 434k | $23M | -43% | Mar 2024 |
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| Conrad Siegel Investment Advisors | 434k | $23M | 100% | Mar 2024 |
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| ShoreHaven Wealth Partners | 430k | $23M | -1% | Mar 2024 |
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| Ewa | 409k | $22M | 100% | Mar 2024 |
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| Bank of America Corporation | 391k | $21M | -12% | Mar 2024 |
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| Beirne Wealth Consulting Services | 364k | $20M | 1% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 364k | $20M | -9% | Mar 2024 |
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| Change Path | 352k | $17M | 10% | Dec 2023 |
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| Commonwealth Equity Services | 336k | $18M | 86% | Mar 2024 |
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| Envestnet Asset Management | 317k | $17M | 2079% | Mar 2024 |
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| HighTower Advisors | 232k | $13M | 2% | Mar 2024 |
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| Foster & Motley | 221k | $12M | 0% | Mar 2024 |
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| Acropolis Investment Management | 212k | $11M | 8% | Mar 2024 |
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| Wade Financial Advisory | 202k | $9.7M | 4% | Dec 2023 |
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| CI Private Wealth | 194k | $10M | -1% | Mar 2024 |
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| Atomi Financial Group | 179k | $9.6M | 100% | Mar 2024 |
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| Family Capital Trust Company | 178k | $9.6M | -4% | Mar 2024 |
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| HB Wealth Management | 155k | $8.4M | -8% | Mar 2024 |
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| Pensionmark Financial Group | 152k | $8.2M | -5% | Mar 2024 |
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| DDFG | 142k | $7.6B | 100% | Mar 2024 |
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| BlackRock | 136k | $7.3M | 7% | Mar 2024 |
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| Royal Harbor Partners | 135k | $7.3M | 100% | Mar 2024 |
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| Cedar Brook Financial Partners | 122k | $6.6M | -3% | Mar 2024 |
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| Raymond James Financial Services Advisors | 119k | $6.4M | -14% | Mar 2024 |
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| Forte Asset Management | 110k | $5.9M | 1% | Mar 2024 |
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| LPL Financial | 102k | $5.5M | -33% | Mar 2024 |
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| Nova R Wealth | 99k | $5.3M | 0% | Mar 2024 |
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| Sterneck Capital Management | 99k | $5.3M | -1% | Mar 2024 |
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| Farther Finance Advisors | 94k | $5.0M | -28% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 93k | $5.0M | -2% | Mar 2024 |
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| Wescott Financial Advisory Group | 93k | $5.0M | -14% | Mar 2024 |
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| Advisor Group Holdings | 92k | $5.0M | -62% | Mar 2024 |
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| Royal Bank of Canada | 86k | $4.6M | 0% | Mar 2024 |
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| Addison Advisors | 80k | $4.3M | -2% | Mar 2024 |
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| Intl Fcstone | 75k | $4.0M | -7% | Mar 2024 |
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| Citigroup | 74k | $4.0M | 3% | Mar 2024 |
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| Ameriprise Financial | 71k | $3.8M | 88% | Mar 2024 |
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| Kingsview Wealth Management | 68k | $3.7M | -27% | Mar 2024 |
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| Sontag Advisory | 67k | $3.6M | -3% | Mar 2024 |
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| JFS Wealth Advisors | 61k | $3.3M | 71% | Mar 2024 |
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| Market Street Wealth Management Advisors | 60k | $3.2M | -19% | Mar 2024 |
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| RVW Wealth | 50k | $2.7M | -1% | Mar 2024 |
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| Grimes & Company | 50k | $2.7M | -2% | Mar 2024 |
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| Hanson McClain Advisors | 50k | $2.7M | 0% | Mar 2024 |
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| Dfpg Investments | 49k | $2.3M | -20% | Dec 2023 |
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| Diversify Advisory Services | 47k | $2.5M | 100% | Mar 2024 |
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| UBS Group | 46k | $2.5M | 7% | Mar 2024 |
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| Baird Financial | 43k | $2.1M | 100% | Dec 2023 |
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| Hobbs Group Advisors | 43k | $2.1M | 100% | Dec 2023 |
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| Captrust Financial Advisors | 37k | $2.0M | 5% | Mar 2024 |
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| UMA Financial Services | 37k | $1.9M | 3% | Mar 2024 |
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| HPM Partners | 37k | $2.0M | -69% | Mar 2024 |
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| GSG Advisors | 29k | $1.6M | 0% | Mar 2024 |
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| MONECO Advisors | 27k | $1.5M | 49% | Mar 2024 |
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| Smith, Salley & Associates | 26k | $1.4M | -4% | Mar 2024 |
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| First Foundation Advisors | 24k | $1.3M | 0% | Mar 2024 |
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| Parsons Capital Management | 23k | $1.2M | -10% | Mar 2024 |
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| Creative Planning | 20k | $1.1M | 1% | Mar 2024 |
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| Silver Oak Securities | 19k | $996k | 100% | Mar 2024 |
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| Cambridge Investment Research Advisors | 19k | $994k | 2% | Mar 2024 |
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| Stifel Financial | 18k | $956k | -24% | Mar 2024 |
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| Merit Financial Group | 18k | $932k | 0% | Mar 2024 |
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| Goodman Advisory Group | 16k | $884k | -8% | Mar 2024 |
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| Kaydan Wealth Management | 16k | $882k | -2% | Mar 2024 |
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| Magnolia Capital Advisors | 16k | $802k | 2% | Mar 2024 |
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| Planned Solutions | 15k | $818k | 3% | Mar 2024 |
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| Parallel Advisors | 15k | $790k | -9% | Mar 2024 |
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| Raymond James & Associates | 13k | $719k | 9% | Mar 2024 |
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| Private Advisor | 13k | $699k | 0% | Mar 2024 |
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| Tranquility Partners | 13k | $691k | 0% | Mar 2024 |
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| CWM | 12k | $632k | -43% | Mar 2024 |
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| Citadel Advisors | 12k | $632k | 100% | Mar 2024 |
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| Signature Resources Capital Management | 11k | $549k | 0% | Mar 2024 |
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| Lincoln National | 11k | $604k | 0% | Mar 2024 |
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| Money Concepts Capital Corp | 11k | $603k | -1% | Mar 2024 |
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| Merriman Wealth Management | 11k | $581k | 0% | Mar 2024 |
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| Twelve Points Wealth Management | 11k | $563k | 0% | Mar 2024 |
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| RHS Financial | 10k | $547k | 24% | Mar 2024 |
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| Bellwether Advisors | 9.8k | $526k | 0% | Mar 2024 |
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| Capital Advisors | 9.6k | $515k | -13% | Mar 2024 |
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| Retirement Planning Group | 9.0k | $484k | 0% | Mar 2024 |
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| Baron Silver Stevens Financial Advisors | 8.8k | $475k | 5% | Mar 2024 |
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| Janney Montgomery Scott | 8.8k | $475k | 5% | Mar 2024 |
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| TAGStone Capital | 8.7k | $469k | 0% | Mar 2024 |
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| Jane Street | 8.5k | $455k | -77% | Mar 2024 |
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| Snowden Capital Advisors | 8.2k | $442k | 0% | Mar 2024 |
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| Cary Street Partner Investment Advisory | 8.1k | $437k | 0% | Mar 2024 |
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| Ergawealth Advisors | 7.4k | $398k | -26% | Mar 2024 |
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| Envestnet Portfolio Solutions | 7.4k | $396k | 38% | Mar 2024 |
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| Parkside Financial Bank & Trust | 7.2k | $390k | -13% | Mar 2024 |
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| Advisory Services Network | 6.6k | $353k | 135% | Mar 2024 |
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| Callan Capital | 6.5k | $348k | 0% | Mar 2024 |
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| Castle Rock Wealth Management | 6.2k | $316k | 26% | Mar 2024 |
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| Ledyard National Bank | 6.0k | $322k | 0% | Mar 2024 |
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| NorthRock Partners | 5.6k | $302k | 100% | Mar 2024 |
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| Marino, Stram & Associates | 5.6k | $301k | 0% | Mar 2024 |
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| Capital Analysts | 5.6k | $300k | 0% | Mar 2024 |
|
| Btim | 5.1k | $276k | 0% | Mar 2024 |
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| MAI Wealth Advisors | 4.9k | $261k | 100% | Mar 2024 |
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| Tower Research Capital | 4.8k | $256k | -41% | Mar 2024 |
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| Kestra Advisory Services | 4.7k | $226k | -10% | Dec 2023 |
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| Steward Partners Investment Advisory | 4.5k | $244k | 8% | Mar 2024 |
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| Goss Wealth Management | 4.4k | $236k | 100% | Mar 2024 |
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| Milestone Group | 4.3k | $229k | 0% | Mar 2024 |
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| Mercer Global Advisors | 4.2k | $226k | 0% | Mar 2024 |
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| Anderson Hoagland & Co | 4.2k | $221k | -18% | Mar 2024 |
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| Kanawha Capital Management | 4.0k | $215k | 100% | Mar 2024 |
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| Flagship Private Wealth | 3.9k | $210k | -7% | Mar 2024 |
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| Dean, Jacobson Financial Services | 3.9k | $209k | 100% | Mar 2024 |
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| Bouchey Financial | 3.8k | $207k | 100% | Mar 2024 |
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| Clear Investment Research | 3.8k | $205k | 0% | Mar 2024 |
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| Qube Research & Technologies | 3.6k | $194k | 100% | Mar 2024 |
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| Aptus Capital Advisors | 3.5k | $189k | 100% | Mar 2024 |
|
| EverSource Wealth Advisors | 3.2k | $155k | 0% | Mar 2024 |
|
| FMR | 2.5k | $133k | -9% | Mar 2024 |
|
| Pnc Financial Services | 2.4k | $132k | 0% | Mar 2024 |
|
| AdvisorNet Financial | 2.3k | $122k | 0% | Mar 2024 |
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| Mather Group | 2.1k | $103k | 100% | Mar 2024 |
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| Geneos Wealth Management | 2.1k | $113k | -7% | Mar 2024 |
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| Aspire Wealth Management Corp | 2.0k | $110k | 0% | Mar 2024 |
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| Warren Averett Asset Management | 1.9k | $104k | 100% | Mar 2024 |
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| Barrett & Company | 1.5k | $81k | 0% | Mar 2024 |
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| Hartland & Co | 1.3k | $65k | 0% | Dec 2023 |
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| Sunbelt Securities | 1.3k | $69k | 0% | Mar 2024 |
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| William Blair $ Company | 1.2k | $64k | 0% | Mar 2024 |
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| Woodmont Investment Counsel | 1.0k | $54k | 100% | Mar 2024 |
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| Bellevue Asset Management | 872.00 | $47k | -29% | Mar 2024 |
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| YHB Investment Advisors | 828.00 | $45k | 100% | Mar 2024 |
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| Coastal Investment Advisors | 742.00 | $40k | 100% | Mar 2024 |
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| Proequities | 599.00 | $32M | 0% | Mar 2024 |
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| Integrity Financial Corp | 591.00 | $32k | 0% | Mar 2024 |
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| Avalon Trust | 580.00 | $31k | 0% | Mar 2024 |
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| Creative Financial Designs | 525.00 | $28k | -4% | Mar 2024 |
|
| Wolff Wiese Magana | 420.00 | $23k | 0% | Mar 2024 |
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| Us Bancorp | 167.00 | $9.0k | -86% | Mar 2024 |
|
| Assetmark | 35.00 | $1.9k | -97% | Mar 2024 |
|
| GeoWealth Management | 0 | $0 | -100% | Mar 2024 |
|
Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Sep 2023 | 56k | $2.4M |
| Keystone Financial Group | Dec 2023 | 4.6k | $220k |
| BKM Wealth Management | Dec 2023 | 2.3k | $109k |
| ORG Partners | Dec 2023 | 838.00 | $41k |