Who owns ISHARES TR?
- Ticker: XJH
- CUSIP Number: 46436e551
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
Download as csv
Download as Excel
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 | 364k | $15M | 731% | Mar 2024 |
|
| Raymond James & Associates | 333k | $14M | 7% | Mar 2024 |
|
| Raymond James Financial Services Advisors | 246k | $10M | 319% | Mar 2024 |
|
| Bailard | 200k | $8.2M | 2% | Mar 2024 |
|
| Mariner Wealth Advisors | 140k | $5.8M | 98% | Mar 2024 |
|
| Eastern Bank | 138k | $5.7M | 6% | Mar 2024 |
|
| Shira Ridge Wealth Management | 128k | $5.2M | -3% | Mar 2024 |
|
| Franklin Resources | 81k | $3.3M | 0% | Mar 2024 |
|
| Commonwealth Equity Services | 71k | $2.9M | 29% | Mar 2024 |
|
| JNBA Financial Advisors | 61k | $2.5M | 19% | Mar 2024 |
|
| Steward Partners Investment Advisory | 55k | $2.2M | 6871% | Mar 2024 |
|
| Advisory Services Network | 53k | $2.2M | 33% | Mar 2024 |
|
| RVW Wealth | 48k | $2.0M | -26% | Mar 2024 |
|
| Cary Street Partner Investment Advisory | 46k | $1.9M | 8% | Mar 2024 |
|
| Royal Bank of Canada | 46k | $1.9M | 303% | Mar 2024 |
|
| Balanced Rock Investment Advisors | 42k | $1.7M | 100% | Mar 2024 |
|
| Dohj | 41k | $1.7M | 33% | Mar 2024 |
|
| Citadel Advisors | 40k | $1.6M | -2% | Mar 2024 |
|
| Advisor Group Holdings | 35k | $1.5M | -15% | Mar 2024 |
|
| Gould Asset Management | 34k | $1.4M | 8% | Mar 2024 |
|
| HighTower Advisors | 31k | $1.3M | -7% | Mar 2024 |
|
| Goldman Sachs Group | 31k | $1.3M | 0% | Mar 2024 |
|
| Baystate Wealth Management | 29k | $1.1M | 100% | Dec 2023 |
|
| Susquehanna International | 29k | $1.2M | 274% | Mar 2024 |
|
| Cambridge Investment Research Advisors | 28k | $1.2M | 2% | Mar 2024 |
|
| Jane Street | 27k | $1.1M | 100% | Mar 2024 |
|
| LPL Financial | 27k | $1.1M | 27% | Mar 2024 |
|
| Sage Financial | 23k | $957k | 12% | Mar 2024 |
|
| Coldstream Capital Management | 22k | $826k | 29% | Dec 2023 |
|
| Envestnet Asset Management | 21k | $878k | 2% | Mar 2024 |
|
| Fortis Capital Management | 21k | $867k | 0% | Mar 2024 |
|
| Whittier Trust | 20k | $828k | 0% | Mar 2024 |
|
| Affiance Financial | 20k | $813k | -47% | Mar 2024 |
|
| D.A. Davidson & Co. | 18k | $751k | 15% | Mar 2024 |
|
| Opes Wealth Management | 18k | $748k | 0% | Mar 2024 |
|
| Congress Wealth Management LLC / DE / | 18k | $733k | 0% | Mar 2024 |
|
| Colony | 17k | $697k | -15% | Mar 2024 |
|
| McKinley Carter Wealth Services | 17k | $695k | 1% | Mar 2024 |
|
| Atlantic Private Wealth | 16k | $674k | 0% | Mar 2024 |
|
| Portland Global Advisors | 15k | $606k | 100% | Mar 2024 |
|
| Better Money Decisions | 15k | $604k | 0% | Mar 2024 |
|
| CI Private Wealth | 13k | $549k | 100% | Mar 2024 |
|
| Captrust Financial Advisors | 13k | $549k | 11% | Mar 2024 |
|
| First United Bank & Trust | 13k | $516k | -1% | Mar 2024 |
|
| Petix & Botte | 13k | $513k | 100% | Mar 2024 |
|
| Topel & Distasi Wealth Management | 13k | $513k | 8% | Mar 2024 |
|
| Optas | 12k | $507k | 38% | Mar 2024 |
|
| Stratos Wealth Partners | 12k | $486k | 30% | Mar 2024 |
|
| Hilltop Wealth Advisors | 12k | $471k | -29% | Mar 2024 |
|
| Capital Analysts | 10k | $426k | 100% | Mar 2024 |
|
| Creative Planning | 10k | $424k | 0% | Mar 2024 |
|
| Carr Financial Group Corp | 10k | $411k | 100% | Mar 2024 |
|
| Armbruster Capital Management | 9.4k | $387k | 11% | Mar 2024 |
|
| Wealth Enhancement Advisory Services | 8.7k | $355k | -1% | Mar 2024 |
|
| Baird Financial | 8.5k | $320k | 100% | Dec 2023 |
|
| Napatree Capital | 8.3k | $317k | -1% | Mar 2024 |
|
| Branch Banking & Trust Company | 8.0k | $330k | 4% | Mar 2024 |
|
| Regatta Capital Group | 7.9k | $326k | -14% | Mar 2024 |
|
| Wrapmanager | 7.9k | $325k | -85% | Mar 2024 |
|
| Mercer Global Advisors | 7.9k | $325k | -28% | Mar 2024 |
|
| Sound View Wealth Advisors Group | 7.8k | $320k | 0% | Mar 2024 |
|
| Alesco Advisors | 7.5k | $310k | 33% | Mar 2024 |
|
| Eley Financial Management | 7.3k | $301k | 100% | Mar 2024 |
|
| Magnus Financial Group | 7.2k | $297k | 100% | Mar 2024 |
|
| Tarbox | 6.6k | $270k | 5% | Mar 2024 |
|
| Mascoma Wealth Management | 6.3k | $259k | -39% | Mar 2024 |
|
| Pathway Financial Advisors | 6.0k | $248k | 100% | Mar 2024 |
|
| Davenport & Co | 5.9k | $244k | 0% | Mar 2024 |
|
| Chicago Partners Investment | 5.9k | $231k | 8% | Mar 2024 |
|
| MAI Wealth Advisors | 5.9k | $241k | -4% | Mar 2024 |
|
| Financial Council Asset Management | 5.6k | $230k | 0% | Mar 2024 |
|
| Armor Investment Advisors | 3.7k | $154k | 1% | Mar 2024 |
|
| Stephens Consulting | 2.8k | $115k | 100% | Mar 2024 |
|
| Joel R Mogy Investment Counsel | 2.7k | $109k | 100% | Mar 2024 |
|
| Voisard Asset Management Group | 2.5k | $104k | 3% | Mar 2024 |
|
| Harbour Investments | 2.2k | $83k | 0% | Dec 2023 |
|
| Deutsche Bank Aktiengesellschaft | 1.9k | $76k | 7% | Mar 2024 |
|
| Armstrong Advisory Group | 1.3k | $49k | 0% | Mar 2024 |
|
| Global Retirement Partners | 1.2k | $49k | 0% | Mar 2024 |
|
| Us Bancorp | 1.2k | $49k | -35% | Mar 2024 |
|
| Smithfield Trust Company | 1.1k | $47k | 0% | Mar 2024 |
|
| McIlrath & Eck | 1.1k | $45k | 0% | Mar 2024 |
|
| CWM | 1.1k | $44k | 0% | Mar 2024 |
|
| Trust Co Of Vermont | 949.00 | $39k | 100% | Mar 2024 |
|
| Wells Financial Advisors | 883.00 | $36k | -8% | Mar 2024 |
|
| Bartlett & Co. Wealth Management | 850.00 | $35k | 0% | Mar 2024 |
|
| Bartlett & Co. | 850.00 | $32k | 0% | Dec 2023 |
|
| Caldwell Sutter Capital | 720.00 | $30k | 150% | Mar 2024 |
|
| Whittier Trust Co. of Nevada | 710.00 | $29k | 0% | Mar 2024 |
|
| GHP Investment Advisors | 667.00 | $27k | 0% | Mar 2024 |
|
| Fernwood Investment Management | 605.00 | $25k | 100% | Mar 2024 |
|
| Woodmont Investment Counsel | 464.00 | $19k | 100% | Mar 2024 |
|
| Larson Financial Group | 461.00 | $19k | 19% | Mar 2024 |
|
| Smartleaf Asset Management | 321.00 | $12k | -78% | Mar 2024 |
|
| Benjamin F. Edwards & Company | 258.00 | $11k | 0% | Mar 2024 |
|
| Pin Oak Investment Advisors | 94.00 | $4.0k | 0% | Dec 2023 |
|
| Spire Wealth Management | 84.00 | $3.5k | 40% | Mar 2024 |
|
| FMR | 78.00 | $3.2k | 100% | Mar 2024 |
|
| Principal Securities | 53.00 | $2.2k | 4% | Mar 2024 |
|
| CBIZ Investment Advisory Services | 22.00 | $903.999800 | 100% | Mar 2024 |
|
| Morgan Stanley | 1.00 | $53.000000 | -98% | Mar 2024 |
|
Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Koss-Olinger Consulting | Sep 2023 | 101k | $3.4M |
| GenWealth Group | Dec 2023 | 19k | $700k |
| One Capital Management | Dec 2023 | 15k | $560k |
| Jpmorgan Chase & Co | Dec 2023 | 2.6k | $99k |