Who owns Ishares Trust Barclays?
- Ticker: CMBS
- CUSIP Number: 46429B366
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Analyze quarterly positions in Ishares Trust Barclays with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Ishares Trust Barclays this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Morgan Stanley | 891k | $40M | -3% | Sep 2023 |
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Pathstone Holdings | 691k | $32M | 100% | Dec 2023 |
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Pathstone Family Office | 470k | $21M | -22% | Sep 2023 |
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Arvest Investments | 455k | $21M | 100% | Dec 2023 |
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UBS Group | 377k | $18M | 1% | Dec 2023 |
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Tortoise Investment Management | 336k | $16M | 0% | Dec 2023 |
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Bank of America Corporation | 249k | $12M | 7% | Dec 2023 |
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AE Wealth Management | 248k | $12M | 17% | Dec 2023 |
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Krilogy Financial | 158k | $7.4M | -43% | Dec 2023 |
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Fermata Advisors | 151k | $7.1M | 1% | Dec 2023 |
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Wells Fargo & Company | 146k | $6.8M | -18% | Dec 2023 |
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Marcia E. Wade | 138k | $6.4M | 27% | Dec 2023 |
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Guggenheim Capital, LLC Managers | 117k | $5.5M | -23% | Dec 2023 |
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State of New Jersey Common Pension Fund D | 111k | $5.2M | 100% | Dec 2023 |
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Jane Street | 102k | $4.8M | -75% | Dec 2023 |
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Advisor Group Holdings | 71k | $3.3M | -7% | Dec 2023 |
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Sykon Capital | 71k | $3.3M | -13% | Dec 2023 |
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Ameriprise Financial | 53k | $2.4M | -29% | Sep 2023 |
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Franklin Resources | 47k | $2.2M | 1% | Dec 2023 |
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LPL Financial | 46k | $2.1M | -51% | Sep 2023 |
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LGT Financial Advisors | 43k | $2.0M | 0% | Dec 2023 |
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BlackRock | 39k | $1.8M | 0% | Sep 2023 |
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Insight Wealth Partners | 36k | $1.6M | 2% | Sep 2023 |
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First Trust Advisors | 34k | $1.5M | 4% | Sep 2023 |
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Citadel Advisors | 32k | $1.5M | -24% | Dec 2023 |
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Commonwealth Equity Services | 29k | $1.4M | -30% | Dec 2023 |
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Envestnet Portfolio Solutions | 28k | $1.3M | 100% | Dec 2023 |
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Old Mission Capital | 28k | $1.3M | 47% | Sep 2023 |
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Laidlaw Wealth Management | 27k | $1.2M | -31% | Dec 2023 |
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Multi-Financial Securities | 26k | $1.2M | 13% | Sep 2023 |
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Advisory Alpha | 25k | $1.1M | -28% | Dec 2023 |
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Advisor Partners Ii | 19k | $865k | -58% | Sep 2023 |
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Hilltop Holdings | 18k | $836k | -10% | Dec 2023 |
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Raymond James & Associates | 17k | $812k | -1% | Dec 2023 |
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Willis Johnson & Associates | 16k | $755k | -42% | Dec 2023 |
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Brian McDonald | 14k | $627k | 100% | Sep 2023 |
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Susquehanna International | 14k | $607k | -67% | Sep 2023 |
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Centennial Wealth Advisory | 11k | $534k | -15% | Dec 2023 |
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Lincoln National | 11k | $515k | 100% | Dec 2023 |
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Envestnet Asset Management | 11k | $492k | -74% | Sep 2023 |
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Ridgewood Investments | 11k | $494k | 15% | Dec 2023 |
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Royal Bank of Canada | 11k | $491k | -43% | Dec 2023 |
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Wealthcare Advisory Partners | 11k | $490k | 1% | Dec 2023 |
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Stifel Financial | 10k | $487k | -19% | Dec 2023 |
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Toroso Investments | 10k | $474k | 100% | Dec 2023 |
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Us Bancorp | 9.2k | $431k | -44% | Dec 2023 |
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Schroder Investment Management Group | 8.2k | $367k | -10% | Sep 2023 |
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Kingdom Financial Group | 8.1k | $377k | 36% | Dec 2023 |
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Raymond James Financial Services Advisors | 8.0k | $373k | 0% | Dec 2023 |
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Moneywise | 7.6k | $354k | -10% | Dec 2023 |
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Palogic Value Management | 7.2k | $326k | 100% | Sep 2023 |
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Leavell Investment Management | 5.5k | $259k | -6% | Dec 2023 |
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JNB Advisors | 5.2k | $245k | 0% | Dec 2023 |
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D. J. St. Germain | 4.9k | $230k | -99% | Dec 2023 |
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Bramshill Investments | 3.4k | $154k | 5% | Sep 2023 |
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Jpmorgan Chase & Co | 2.7k | $125k | -69% | Dec 2023 |
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Wagner Wealth Management | 2.1k | $101k | 0% | Dec 2023 |
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Rosenberg Matthew Hamilton | 1.6k | $73k | 100% | Dec 2023 |
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Element Wealth | 1.6k | $73k | 100% | Dec 2023 |
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Advisors Asset Management | 1.3k | $60k | -55% | Dec 2023 |
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Private Trust Co Na | 848.00 | $40k | 0% | Dec 2023 |
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Family Asset Management | 802.00 | $38k | 1% | Dec 2023 |
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Capital Analysts | 677.00 | $32k | 100% | Dec 2023 |
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Qube Research & Technologies | 522.00 | $24k | -83% | Sep 2023 |
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Strengthening Families & Communities | 425.00 | $20k | 0% | Dec 2023 |
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National Bank Of Canada /fi/ | 367.00 | $17k | 0% | Dec 2023 |
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Harbour Investments | 347.00 | $16k | 0% | Dec 2023 |
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Bogart Wealth | 306.00 | $14k | -66% | Dec 2023 |
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Financial Gravity Wealth | 227.00 | $7.9k | 0% | Dec 2023 |
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Jackson Hole Capital Partners | 136.00 | $6.4k | 0% | Dec 2023 |
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Team Financial Group | 133.00 | $6.2k | 1% | Dec 2023 |
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Northwestern Mutual Wealth Management Company | 130.00 | $5.9k | 100% | Sep 2023 |
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Oliver Lagore Vanvalin Investment Group | 95.00 | $4.4k | -63% | Dec 2023 |
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Laurel Wealth Advisors | 66.00 | $3.0k | 0% | Sep 2023 |
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Spire Wealth Management | 46.00 | $2.1k | 0% | Dec 2023 |
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William Blair $ Company | 41.00 | $1.9k | 100% | Dec 2023 |
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FMR | 1.00 | $45.000000 | 100% | Sep 2023 |
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Who sold out of Ishares Trust Barclays?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
P.J. Schmidt Investment Management | Sep 2023 | 76k | $3.4M |
Ieq Capital | Sep 2023 | 6.2k | $280k |
Baird Financial | Sep 2023 | 5.8k | $262k |
Horizon Financial Services | Sep 2023 | 5.1k | $229k |
Hoxton Planning & Management | Sep 2023 | 4.6k | $209k |
Parkside Financial Bank & Trust | Sep 2023 | 723.00 | $33k |
BluePath Capital Management | Sep 2023 | 509.00 | $23k |
Colonial Trust Co / SC | Jun 2023 | 321.00 | $15k |
Signature | Sep 2023 | 107.00 | $4.8k |
Coastal Investment Advisors | Sep 2023 | 84.00 | $3.9k |
Fifth Third Bancorp | Sep 2023 | 78.00 | $3.5k |
RFP Financial Group | Jun 2023 | 1.00 | $37.000000 |