Who owns ISHARES TR?
- Ticker: XJR
- CUSIP Number: 46436e544
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 |
|---|---|---|---|---|---|
| Franklin Resources | 46k | $1.8M | 45% | Dec 2023 |
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| Cambridge Investment Research Advisors | 36k | $1.4M | 5% | Mar 2024 |
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| Jane Street | 34k | $1.3M | -26% | Dec 2023 |
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| Bailard | 32k | $1.2M | 100% | Dec 2023 |
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| Better Money Decisions | 24k | $919k | 0% | Mar 2024 |
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| Honkamp Krueger Financial Services | 18k | $670k | -4% | Dec 2023 |
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| JNBA Financial Advisors | 17k | $680k | 37% | Mar 2024 |
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| Atlantic Private Wealth | 16k | $610k | 0% | Dec 2023 |
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| Goldman Sachs Group | 11k | $435k | 0% | Dec 2023 |
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| D.A. Davidson & Co. | 10k | $381k | 4% | Dec 2023 |
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| Pathway Financial Advisors | 9.8k | $386k | 100% | Mar 2024 |
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| Gould Asset Management | 7.2k | $274k | 100% | Dec 2023 |
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| Veracity Capital | 6.8k | $266k | 0% | Mar 2024 |
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| Armbruster Capital Management | 6.3k | $240k | 100% | Dec 2023 |
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| Raymond James & Associates | 5.8k | $229k | 100% | Mar 2024 |
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| Optas | 5.5k | $216k | -28% | Mar 2024 |
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| Tarbox | 5.3k | $208k | 100% | Mar 2024 |
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| Armor Investment Advisors | 3.1k | $122k | 2% | Mar 2024 |
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| William Blair $ Company | 2.6k | $99k | 90% | Dec 2023 |
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| MCF Advisors | 2.3k | $89k | 0% | Mar 2024 |
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| Milestone Investment Advisors | 2.2k | $83k | 0% | Dec 2023 |
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| Principal Securities | 1.9k | $71k | 100% | Dec 2023 |
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| Advisor Group Holdings | 1.5k | $59k | 21% | Dec 2023 |
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| Steward Partners Investment Advisory | 1.5k | $57k | 100% | Dec 2023 |
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| Deutsche Bank Aktiengesellschaft | 1.3k | $48k | 6150% | Dec 2023 |
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| Voisard Asset Management Group | 1.2k | $48k | 8% | Mar 2024 |
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| Bank of America Corporation | 1.1k | $41k | -18% | Dec 2023 |
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| Smithfield Trust Company | 1.0k | $40k | 0% | Dec 2023 |
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| Harbour Investments | 604.00 | $23k | 100% | Dec 2023 |
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| Addison Advisors | 600.00 | $23k | -29% | Dec 2023 |
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| Ronald Blue Trust | 597.00 | $23k | 0% | Mar 2024 |
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| GHP Investment Advisors | 534.00 | $21k | 0% | Mar 2024 |
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| CWM | 477.00 | $19k | 0% | Mar 2024 |
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| Compass Wealth Management | 300.00 | $12k | 0% | Mar 2024 |
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| Covestor | 67.00 | $3.0k | 68% | Dec 2023 |
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| Focused Wealth Management | 51.00 | $2.0k | -62% | Dec 2023 |
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| Spire Wealth Management | 39.00 | $1.5k | 30% | Mar 2024 |
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Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Montrusco Bolton Investment | Dec 2023 | 24k | $911k |
| Headinvest | Sep 2023 | 1.1k | $34k |
| AdvisorNet Financial | Dec 2023 | 919.00 | $35k |
| Jpmorgan Chase & Co | Sep 2023 | 593.00 | $20k |
| Pecaut & Co. | Sep 2023 | 438.00 | $15k |