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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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 | 4.2M | $204M | -3% | Dec 2023 |
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SigFig Wealth Management | 2.0M | $98M | 0% | Dec 2023 |
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Tolleson Wealth Management | 1.9M | $91M | 11% | Dec 2023 |
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Wells Fargo & Company | 1.7M | $81M | 4% | Dec 2023 |
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Plan | 1.4M | $70M | 6% | Dec 2023 |
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Ullmann Financial | 1.4M | $66M | 10% | Dec 2023 |
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Stokes Family Office | 1.3M | $63M | 8% | Dec 2023 |
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Bsc Private Wealth Management | 1.1M | $52M | 0% | Dec 2023 |
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Pettinga Financial Advisors | 761k | $37M | -2% | Dec 2023 |
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Phillips Financial Management | 670k | $32M | -21% | Dec 2023 |
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Jpmorgan Chase & Co | 599k | $29M | 21% | Dec 2023 |
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Cardinal Point Capital Management, ULC | 570k | $28M | 1% | Dec 2023 |
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Colony | 529k | $26M | 100% | Dec 2023 |
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Halbert Hargrove Global Advisors | 456k | $22M | 28% | Dec 2023 |
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Bank of America Corporation | 445k | $22M | -2% | Dec 2023 |
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Cora Capital Advisors | 443k | $21M | 10% | Dec 2023 |
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ShoreHaven Wealth Partners | 436k | $21M | 8% | Dec 2023 |
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Conrad Siegel Investment Advisors | 434k | $23M | 100% | Mar 2024 |
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Wealth Enhancement Advisory Services | 364k | $20M | -9% | Mar 2024 |
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Beirne Wealth Consulting Services | 362k | $18M | -6% | Dec 2023 |
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Change Path | 352k | $17M | 10% | Dec 2023 |
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Advisor Group Holdings | 240k | $12M | -4% | Dec 2023 |
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HighTower Advisors | 227k | $11M | -2% | Dec 2023 |
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Foster & Motley | 221k | $11M | 5% | Dec 2023 |
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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 | 196k | $9.5M | 19% | Dec 2023 |
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Family Capital Trust Company | 185k | $9.0M | 0% | Dec 2023 |
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Commonwealth Equity Services | 180k | $8.7M | 1% | Dec 2023 |
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HB Wealth Management | 169k | $8.2M | -12% | Dec 2023 |
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Pensionmark Financial Group | 159k | $7.7M | -2% | Dec 2023 |
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Raymond James Financial Services Advisors | 138k | $6.7M | 1% | Dec 2023 |
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Farther Finance Advisors | 130k | $6.3M | 1% | Dec 2023 |
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Cedar Brook Financial Partners | 122k | $6.6M | -3% | Mar 2024 |
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HPM Partners | 120k | $5.8M | -21% | Dec 2023 |
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Forte Asset Management | 109k | $5.3M | -10% | Dec 2023 |
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Sterneck Capital Management | 100k | $4.8M | -6% | Dec 2023 |
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Nova R Wealth | 99k | $5.3M | 0% | Mar 2024 |
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Kingsview Wealth Management | 94k | $4.5M | 29% | Dec 2023 |
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Royal Bank of Canada | 86k | $4.2M | -17% | Dec 2023 |
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Addison Advisors | 82k | $4.0M | -6% | Dec 2023 |
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Intl Fcstone | 80k | $3.9M | -1% | Dec 2023 |
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Citigroup | 72k | $3.5M | -5% | Dec 2023 |
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Sontag Advisory | 69k | $3.3M | -5% | Dec 2023 |
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Market Street Wealth Management Advisors | 60k | $3.2M | -19% | Mar 2024 |
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Grimes & Company | 51k | $2.5M | -1% | Dec 2023 |
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RVW Wealth | 50k | $2.7M | -1% | Mar 2024 |
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Hanson McClain Advisors | 49k | $2.4M | 25% | Dec 2023 |
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Dfpg Investments | 49k | $2.3M | -20% | Dec 2023 |
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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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UBS Group | 43k | $2.1M | 21% | Dec 2023 |
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Jane Street | 37k | $1.8M | 60% | Dec 2023 |
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JFS Wealth Advisors | 36k | $1.7M | 344% | Dec 2023 |
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UMA Financial Services | 36k | $1.8M | 100% | Dec 2023 |
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Captrust Financial Advisors | 36k | $1.7M | -3% | Dec 2023 |
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GSG Advisors | 29k | $1.6M | 0% | Mar 2024 |
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Smith, Salley & Associates | 27k | $1.3M | 0% | Dec 2023 |
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Parsons Capital Management | 26k | $1.2M | 1% | Dec 2023 |
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First Foundation Advisors | 24k | $1.2M | -17% | Dec 2023 |
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Stifel Financial | 24k | $1.1M | 21% | Dec 2023 |
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Creative Planning | 20k | $954k | -1% | Dec 2023 |
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MONECO Advisors | 18k | $879k | 100% | Dec 2023 |
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Cambridge Investment Research Advisors | 18k | $876k | -6% | Dec 2023 |
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Goodman Advisory Group | 18k | $860k | 34% | Dec 2023 |
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Merit Financial Group | 18k | $855k | 0% | Dec 2023 |
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Kaydan Wealth Management | 16k | $882k | -2% | Mar 2024 |
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Parallel Advisors | 16k | $775k | 1% | Dec 2023 |
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Magnolia Capital Advisors | 16k | $772k | 4% | Dec 2023 |
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Planned Solutions | 15k | $715k | 9% | Dec 2023 |
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Private Advisor | 13k | $626k | 0% | Dec 2023 |
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Tranquility Partners | 13k | $620k | -9% | Dec 2023 |
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Raymond James & Associates | 12k | $592k | -26% | Dec 2023 |
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CWM | 12k | $632k | -43% | Mar 2024 |
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Signature Resources Capital Management | 11k | $549k | 0% | Mar 2024 |
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Money Concepts Capital Corp | 11k | $547k | -2% | Dec 2023 |
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Lincoln National | 11k | $541k | 1% | Dec 2023 |
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Capital Advisors | 11k | $533k | 0% | Dec 2023 |
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Twelve Points Wealth Management | 11k | $563k | 0% | Mar 2024 |
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Ergawealth Advisors | 10k | $484k | 0% | Dec 2023 |
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Bellwether Advisors | 9.7k | $471k | -1% | Dec 2023 |
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Retirement Planning Group | 9.0k | $484k | 0% | Mar 2024 |
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TAGStone Capital | 8.7k | $420k | 0% | Dec 2023 |
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Janney Montgomery Scott | 8.4k | $407k | 18% | Dec 2023 |
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Baron Silver Stevens Financial Advisors | 8.4k | $406k | 1% | Dec 2023 |
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Parkside Financial Bank & Trust | 8.3k | $403k | 0% | Dec 2023 |
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RHS Financial | 8.2k | $397k | -3% | Dec 2023 |
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Snowden Capital Advisors | 8.2k | $396k | -9% | Dec 2023 |
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Cary Street Partner Investment Advisory | 8.1k | $392k | 4675% | Dec 2023 |
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Callan Capital | 6.5k | $312k | 0% | Dec 2023 |
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Ledyard National Bank | 6.0k | $290k | 0% | Dec 2023 |
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Marino, Stram & Associates | 5.6k | $270k | -2% | Dec 2023 |
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Capital Analysts | 5.6k | $269k | 100% | Dec 2023 |
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Envestnet Portfolio Solutions | 5.3k | $257k | 100% | Dec 2023 |
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Btim | 5.1k | $247k | 0% | Dec 2023 |
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Castle Rock Wealth Management | 4.9k | $231k | 100% | Dec 2023 |
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Kestra Advisory Services | 4.7k | $226k | -10% | Dec 2023 |
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Keystone Financial Group | 4.6k | $220k | -5% | Dec 2023 |
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Milestone Group | 4.3k | $206k | 0% | Dec 2023 |
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Mercer Global Advisors | 4.2k | $203k | -31% | Dec 2023 |
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Steward Partners Investment Advisory | 4.2k | $203k | 0% | Dec 2023 |
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Anderson Hoagland & Co | 4.2k | $221k | -18% | Mar 2024 |
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Flagship Private Wealth | 4.2k | $203k | 100% | Dec 2023 |
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Clear Investment Research | 3.8k | $184k | -4% | Dec 2023 |
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EverSource Wealth Advisors | 3.2k | $155k | 100% | Dec 2023 |
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Advisory Services Network | 2.8k | $135k | 100% | Dec 2023 |
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Pnc Financial Services | 2.4k | $118k | 0% | Dec 2023 |
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AdvisorNet Financial | 2.3k | $122k | 0% | Mar 2024 |
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BKM Wealth Management | 2.3k | $109k | 100% | Dec 2023 |
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Geneos Wealth Management | 2.3k | $109k | 0% | Dec 2023 |
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Mather Group | 2.1k | $103k | 100% | Mar 2024 |
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Aspire Wealth Management Corp | 2.0k | $98k | 0% | Dec 2023 |
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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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Bellevue Asset Management | 1.2k | $59k | -45% | Dec 2023 |
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William Blair $ Company | 1.2k | $57k | 0% | Dec 2023 |
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Us Bancorp | 1.2k | $56k | -39% | Dec 2023 |
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Assetmark | 1.2k | $56k | -52% | Dec 2023 |
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ORG Partners | 838.00 | $41k | 171% | Dec 2023 |
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Proequities | 599.00 | $29M | 50% | Dec 2023 |
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Integrity Financial Corp | 591.00 | $29k | 0% | Dec 2023 |
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Avalon Trust | 580.00 | $28k | 0% | Dec 2023 |
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Creative Financial Designs | 548.00 | $27k | 16% | Dec 2023 |
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Wolff Wiese Magana | 420.00 | $20k | 0% | Dec 2023 |
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Baldwin Brothers | 350.00 | $19k | 0% | Mar 2024 |
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IFP Advisors | 87.00 | $4.2k | -74% | Dec 2023 |
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M&r Capital Management | 47.00 | $2.3k | 0% | Dec 2023 |
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Spire Wealth Management | 31.00 | $1.5k | 0% | Dec 2023 |
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Global Trust Asset Management | 25.00 | $1.3k | 0% | Mar 2024 |
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Smartleaf Asset Management | 21.00 | $1.0k | 100% | Dec 2023 |
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Who sold out of Ishares Tr?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Goldman Sachs Group | Sep 2023 | 33k | $1.4M |
Guardian Financial Partners | Sep 2023 | 7.8k | $338k |
H D Vest Advisory Services | Sep 2023 | 7.5k | $327k |
Citadel Advisors | Sep 2023 | 6.8k | $296k |
Essex | Sep 2023 | 6.7k | $289k |
Dean, Jacobson Financial Services | Sep 2023 | 5.6k | $244k |
Hibernia Wealth Partners | Sep 2023 | 926.00 | $40k |
Coastal Investment Advisors | Sep 2023 | 703.00 | $31k |
Fifth Third Bancorp | Sep 2023 | 309.00 | $13k |
FNY Investment Advisers | Sep 2023 | 100.00 | $4.0k |