Who owns ISHARES TR?
- Ticker: IBHF
- CUSIP Number: 46436e528
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 |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors | 1.2M | $27M | 25% | Mar 2024 |
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| Bank of America Corporation | 1.0M | $23M | 161% | Dec 2023 |
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| Ashton Thomas Private Wealth | 685k | $16M | 0% | Mar 2024 |
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| HighTower Advisors | 575k | $13M | 127% | Dec 2023 |
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| Ruggaard & Associates | 548k | $13M | 100% | Dec 2023 |
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| Commonwealth Financial Services | 425k | $9.8M | 11% | Dec 2023 |
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| Baltimore-Washington Financial Advisors | 422k | $9.7M | 1511% | Dec 2023 |
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| PFG Private Wealth Management | 255k | $5.9M | 43115% | Mar 2024 |
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| Wells Fargo & Company | 247k | $5.7M | 13% | Dec 2023 |
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| FF Advisors | 172k | $4.0M | 80% | Mar 2024 |
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| Mutual Advisors | 162k | $3.7M | 100% | Mar 2024 |
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| Royal Bank of Canada | 126k | $2.9M | 64% | Dec 2023 |
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| Scissortail Wealth Management | 122k | $2.8M | 74% | Dec 2023 |
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| Lido Advisors | 121k | $2.8M | 675% | Dec 2023 |
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| Commonwealth Equity Services | 113k | $2.6M | 3% | Mar 2024 |
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| Raymond James Financial Services Advisors | 113k | $2.6M | 12% | Mar 2024 |
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| Robertson Stephens Wealth Management | 110k | $2.5M | -6% | Dec 2023 |
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| LBMC Investment Advisors | 105k | $2.4M | 100% | Mar 2024 |
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| Jane Street | 98k | $2.3M | -40% | Dec 2023 |
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| Absolute Capital Management | 98k | $2.3M | 3% | Mar 2024 |
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| Private Client Services | 78k | $1.8M | 100% | Dec 2023 |
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| AE Wealth Management | 77k | $1.8M | 100% | Dec 2023 |
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| Mid-American Wealth Advisory Group | 73k | $1.7M | 454% | Mar 2024 |
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| Thoroughbred Financial Services | 64k | $1.5M | 1% | Dec 2023 |
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| Straight Path Wealth Management | 62k | $1.4M | 19% | Mar 2024 |
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| IFP Advisors | 61k | $1.4M | 33% | Dec 2023 |
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| Beacon Pointe Advisors | 38k | $869k | 122% | Dec 2023 |
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| Kestra Private Wealth Services | 33k | $762k | 217% | Mar 2024 |
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| Ironwood Wealth Management | 32k | $735k | 0% | Mar 2024 |
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| Werba Rubin Papier Wealth Management | 29k | $666k | 100% | Mar 2024 |
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| M3 Advisory Group | 29k | $666k | 100% | Mar 2024 |
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| Wrapmanager | 28k | $645k | 16% | Dec 2023 |
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| Snowden Capital Advisors | 27k | $627k | 6% | Dec 2023 |
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| Phillips Financial Management | 25k | $587k | 2% | Mar 2024 |
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| Raymond James & Associates | 24k | $562k | 92% | Mar 2024 |
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| Advisor Group Holdings | 24k | $552k | 80% | Dec 2023 |
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| GAMMA Investing | 24k | $550k | 100% | Mar 2024 |
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| Sightline Wealth Advisors | 23k | $523k | 2% | Mar 2024 |
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| PFG Investments | 15k | $343k | 100% | Mar 2024 |
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| Consolidated Portfolio Review Corp | 15k | $343k | 6% | Mar 2024 |
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| Sunbelt Securities | 13k | $304k | 0% | Mar 2024 |
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| Klaas Financial Asset Advisors | 13k | $301k | -5% | Mar 2024 |
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| Austin Private Wealth | 13k | $289k | 100% | Mar 2024 |
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| Sigma Planning | 12k | $274k | 100% | Mar 2024 |
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| Lincoln National | 12k | $266k | 100% | Mar 2024 |
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| Windsor Capital Management | 11k | $251k | 3% | Mar 2024 |
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| Quad-Cities Investment Group | 11k | $247k | -2% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 11k | $242k | 0% | Mar 2024 |
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| UBS Group | 10k | $236k | 25% | Dec 2023 |
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| Wealthsource Partners | 10k | $230k | 100% | Dec 2023 |
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| BSW Wealth Partners | 8.7k | $202k | 100% | Mar 2024 |
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| Stone House Investment Management | 6.8k | $157k | 100% | Dec 2023 |
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| CWM | 5.9k | $135k | 0% | Mar 2024 |
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| Evermay Wealth Management | 5.0k | $115k | 100% | Dec 2023 |
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| Global Retirement Partners | 3.9k | $89k | 1% | Mar 2024 |
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| Principal Securities | 2.8k | $64k | 100% | Dec 2023 |
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| Valley National Advisers | 1.1k | $26k | 1% | Mar 2024 |
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| Parallel Advisors | 1.1k | $25k | 0% | Dec 2023 |
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| PSI Advisors | 890.00 | $21k | 0% | Mar 2024 |
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| Cherry Tree Wealth Management | 447.00 | $10k | 0% | Mar 2024 |
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| Bradley & Co. Private Wealth Management | 300.00 | $6.9k | 0% | Mar 2024 |
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| Moisand Fitzgerald Tamayo | 1.00 | $24.000000 | 0% | Mar 2024 |
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Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Granite Bay Wealth Management | Dec 2023 | 74k | $1.7M |
| Atria Wealth Solutions | Sep 2023 | 18k | $414k |
| Headinvest | Sep 2023 | 6.5k | $144k |
| Farther Finance Advisors | Sep 2023 | 926.00 | $21k |