Who owns ISHARES TR?
- Ticker: EUSB
- CUSIP Number: 46436e619
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 |
|---|---|---|---|---|---|
| Envestnet Portfolio Solutions | 637k | $28M | 100% | Dec 2023 |
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| SigFig Wealth Management | 339k | $15M | 13% | Dec 2023 |
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| IMPACTfolio | 334k | $14M | -3% | Dec 2023 |
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| Jpmorgan Chase & Co | 292k | $13M | -2% | Dec 2023 |
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| Advisor Group Holdings | 267k | $12M | -39% | Dec 2023 |
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| Us Bancorp | 190k | $8.2M | 100% | Dec 2023 |
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| Hanson McClain Advisors | 171k | $7.3M | 12% | Mar 2024 |
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| One Wealth Advisors | 134k | $5.7M | 24% | Mar 2024 |
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| Advisory Services Network | 133k | $5.7M | 1% | Dec 2023 |
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| First Ascent Asset Management | 100k | $4.3M | 19% | Dec 2023 |
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| Park Avenue Securities | 80k | $3.4M | 10% | Mar 2024 |
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| Financial Connections Group | 73k | $3.1M | 24% | Mar 2024 |
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| Atria Wealth Solutions | 67k | $2.9M | -26% | Dec 2023 |
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| Perigon Wealth Management | 61k | $2.6M | 8% | Mar 2024 |
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| Leonard Rickey Investment Advisors P | 49k | $2.1M | 1% | Mar 2024 |
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| Horst & Graben Wealth Management | 44k | $1.9M | 4% | Mar 2024 |
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| Betterment | 42k | $1.8M | 3% | Dec 2023 |
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| Orion Portfolio Solutions | 42k | $1.8M | 41% | Dec 2023 |
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| United Capital Financial Advisers | 40k | $1.7M | 389% | Dec 2023 |
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| Jane Street | 39k | $1.7M | -64% | Dec 2023 |
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| Johnson Bixby & Associates | 36k | $1.6M | 15% | Mar 2024 |
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| Baker Avenue Asset Management | 35k | $1.5M | 7% | Dec 2023 |
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| Cambridge Investment Research Advisors | 33k | $1.4M | -6% | Mar 2024 |
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| Wealthsource Partners | 32k | $1.4M | -36% | Dec 2023 |
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| Sharkey, Howes & Javer | 32k | $1.4M | 3% | Mar 2024 |
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| New York Life Investment Management | 29k | $1.3M | -52% | Dec 2023 |
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| Raymond James Financial Services Advisors | 28k | $1.2M | 37% | Mar 2024 |
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| Royal Bank of Canada | 27k | $1.2M | -2% | Dec 2023 |
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| Commonwealth Equity Services | 27k | $1.1M | 1% | Mar 2024 |
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| Cable Hill Partners | 25k | $1.1M | 0% | Mar 2024 |
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| Van Hulzen Asset Management | 23k | $980k | 0% | Dec 2023 |
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| Clarity Asset Management | 23k | $974k | 100% | Dec 2023 |
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| Sandbox Financial Partners | 22k | $960k | 38% | Mar 2024 |
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| Lincoln National | 21k | $896k | 20% | Mar 2024 |
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| Kestra Advisory Services | 21k | $895k | 1% | Dec 2023 |
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| Janney Montgomery Scott | 20k | $846k | 32% | Mar 2024 |
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| Stratos Wealth Partners | 19k | $795k | 3% | Mar 2024 |
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| Bank of America Corporation | 18k | $792k | 7% | Dec 2023 |
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| Dohj | 18k | $752k | 1% | Mar 2024 |
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| UBS Group | 18k | $758k | -10% | Dec 2023 |
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| Assetmark | 18k | $757k | -28% | Dec 2023 |
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| Retirement Capital Strategies | 17k | $746k | 100% | Dec 2023 |
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| Tarbox | 17k | $736k | 4% | Mar 2024 |
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| Steward Partners Investment Advisory | 17k | $737k | 3% | Dec 2023 |
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| Diversify Advisory Services | 17k | $711k | 100% | Mar 2024 |
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| Valley National Advisers | 16k | $697k | 16% | Mar 2024 |
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| Dfpg Investments | 16k | $690k | -11% | Dec 2023 |
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| Patriot Financial Group Insurance Agency | 16k | $681k | -10% | Mar 2024 |
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| Brookstone Capital Management | 16k | $669k | -6% | Mar 2024 |
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| Fiera Capital Corporation | 15k | $660k | 0% | Mar 2024 |
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| Carr Financial Group Corp | 14k | $613k | -36% | Mar 2024 |
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| BFSG | 14k | $595k | 2% | Mar 2024 |
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| Shared Vision Wealth Group | 14k | $599k | 100% | Dec 2023 |
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| Austin Private Wealth | 12k | $516k | 21% | Mar 2024 |
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| AE Wealth Management | 11k | $447k | -37% | Dec 2023 |
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| Bank of New York Mellon | 10k | $444k | 10% | Mar 2024 |
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| Invera Wealth Advisors | 10k | $426k | 44% | Mar 2024 |
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| Apollon Wealth Management | 10k | $432k | 77% | Mar 2024 |
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| Stratos Wealth Advisors | 9.5k | $408k | 8% | Mar 2024 |
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| Gould Asset Management | 9.5k | $407k | 100% | Mar 2024 |
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| Goldstein Advisors | 9.5k | $410k | -11% | Dec 2023 |
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| Walkner Condon Financial Advisors | 9.4k | $404k | 0% | Mar 2024 |
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| H D Vest Advisory Services | 8.6k | $372k | -19% | Dec 2023 |
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| Dynamic Advisors Solutions | 7.8k | $336k | 0% | Mar 2024 |
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| Farther Finance Advisors | 7.7k | $334k | 23% | Dec 2023 |
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| Goldman Sachs Group | 7.6k | $330k | 100% | Dec 2023 |
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| Optas | 6.8k | $290k | -2% | Mar 2024 |
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| Bartlett & Co. | 6.8k | $293k | -13% | Dec 2023 |
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| Bartlett & Co. Wealth Management | 6.8k | $293k | -13% | Dec 2023 |
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| Pensionmark Financial Group | 6.7k | $289k | -27% | Dec 2023 |
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| Williams Financial | 6.4k | $273k | -16% | Mar 2024 |
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| TCWP | 6.4k | $275k | -19% | Dec 2023 |
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| We Are One Seven | 6.4k | $275k | 100% | Dec 2023 |
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| FTB Advisors | 6.3k | $271k | 2% | Mar 2024 |
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| Wealth Alliance | 6.0k | $259k | -10% | Dec 2023 |
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| Venturi Wealth Management | 5.9k | $255k | -8% | Mar 2024 |
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| Buck Wealth Strategies | 5.9k | $253k | 100% | Mar 2024 |
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| Stifel Financial | 5.8k | $251k | 0% | Dec 2023 |
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| Wedbush Morgan Securities | 5.7k | $247k | -20% | Dec 2023 |
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| Savant Capital Management | 5.5k | $240k | 100% | Dec 2023 |
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| Tempus Wealth Planning | 5.5k | $237k | 12% | Mar 2024 |
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| One Wealth Management Investment & Advisory Services | 5.5k | $236k | 100% | Dec 2023 |
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| Townsquare Capital | 5.5k | $236k | -30% | Dec 2023 |
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| National Asset Management | 5.4k | $232k | -65% | Dec 2023 |
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| Signature Securities Group Corporation | 5.3k | $226k | 1% | Mar 2024 |
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| Strategic Blueprint | 4.8k | $207k | 0% | Mar 2024 |
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| Institute For Wealth Management | 4.8k | $205k | -7% | Mar 2024 |
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| Wells Fargo & Company | 4.4k | $192k | 42% | Dec 2023 |
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| Harbour Investments | 4.2k | $181k | 12% | Dec 2023 |
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| Principal Securities | 4.1k | $177k | 100% | Dec 2023 |
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| Spire Wealth Management | 4.0k | $172k | 62% | Mar 2024 |
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| Proequities | 3.8k | $163M | 62% | Mar 2024 |
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| Creative Financial Designs | 3.2k | $137k | 3% | Mar 2024 |
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| Milestone Investment Advisors | 2.9k | $128k | 100% | Dec 2023 |
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| JFS Wealth Advisors | 2.4k | $101k | 11% | Mar 2024 |
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| Summit Investment Advisors | 1.9k | $81k | 0% | Dec 2023 |
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| Hanson & Doremus Investment Management | 1.3k | $55k | 100% | Mar 2024 |
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| Pnc Financial Services | 1.2k | $51k | -31% | Dec 2023 |
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| Capital Analysts | 881.00 | $38k | -35% | Dec 2023 |
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| Archer Investment Corp | 851.00 | $37k | 0% | Dec 2023 |
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| CWM | 825.00 | $35k | -92% | Mar 2024 |
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| ORG Partners | 714.00 | $31k | -24% | Dec 2023 |
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| Bank Of Montreal | 712.00 | $31k | 100% | Dec 2023 |
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| CVA Family Office | 601.00 | $26k | 100% | Dec 2023 |
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| Oliver Lagore Vanvalin Investment Group | 599.00 | $26k | -34% | Dec 2023 |
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| Goodwin Investment Advisory | 542.00 | $23k | -65% | Dec 2023 |
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| Sugarloaf Wealth Management | 524.00 | $22k | -70% | Mar 2024 |
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| Franklin Resources | 478.00 | $21k | -20% | Dec 2023 |
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| GPS Wealth Strategies Group | 400.00 | $17k | 0% | Mar 2024 |
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| Aspire Private Capital | 268.00 | $12k | 9% | Mar 2024 |
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| Able Wealth Management | 236.00 | $10k | 100% | Dec 2023 |
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| Arjuna Capital | 186.00 | $8.0k | 100% | Dec 2023 |
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| AdvisorNet Financial | 180.00 | $7.7k | 0% | Mar 2024 |
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| Larson Financial Group | 110.00 | $4.8k | 0% | Dec 2023 |
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| Barrett & Company | 70.00 | $3.0k | 0% | Mar 2024 |
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| Mather Group | 35.00 | $1.5k | 100% | Mar 2024 |
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Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Atria Investments | Sep 2023 | 241k | $9.9M |
| Guardian Capital | Sep 2023 | 14k | $558k |
| Raymond James & Associates | Dec 2023 | 11k | $489k |
| Beacon Financial | Sep 2023 | 6.0k | $252k |
| DHK Financial Advisors | Sep 2023 | 5.3k | $218k |
| Flow Traders US | Sep 2023 | 4.9k | $201k |
| U.S. Capital Wealth Advisors | Sep 2023 | 4.9k | $201k |
| Tennessee Valley Asset Management Partners | Dec 2023 | 144.00 | $6.2k |
| Cornerstone Planning Group | Sep 2023 | 69.00 | $2.8k |