Who owns Ishares Tr?

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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
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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Integrated Wealth Concepts 698k $30M 1620% Sep 2023
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Phillips Financial Management 670k $32M -21% Dec 2023
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Morgan Stanley 612k $27M -2% Sep 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 Group 549k $24M 1% Sep 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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Wealth Enhancement Advisory Services 401k $19M -5% Dec 2023
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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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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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Acropolis Investment Management 196k $9.4M 16% 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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LPL Financial 152k $6.6M 73% Sep 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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BlackRock 127k $5.5M 0% Sep 2023
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Cedar Brook Financial Partners 126k $6.1M 2% Dec 2023
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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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Wescott Financial Advisory Group 108k $4.7M 0% Sep 2023
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Sterneck Capital Management 100k $4.8M -6% Dec 2023
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Nova R Wealth 100k $4.8M 1% Dec 2023
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Northwestern Mutual Wealth Management Company 95k $4.1M -8% Sep 2023
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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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Market Street Wealth Management Advisors 74k $3.6M -85% 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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Mml Investors Services 57k $2.5M 100% Sep 2023
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Susquehanna International 56k $2.4M 100% Sep 2023
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RVW Wealth 51k $2.5M -9% Dec 2023
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Grimes & Company 51k $2.5M -1% Dec 2023
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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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Windsor Group 39k $1.7M -6% Sep 2023
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Ameriprise Financial 38k $1.6M -85% Sep 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 $1.4M 5% Dec 2023
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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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CWM 21k $988k 81% Dec 2023
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Creative Planning 20k $954k -1% Dec 2023
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First Republic Investment Management 18k $792k 0% Sep 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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GeoWealth Management 17k $732k 100% Sep 2023
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Kaydan Wealth Management 17k $810k -1% Dec 2023
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Financial Network Investment Corporation 16k $709k 0% Sep 2023
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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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Envestnet Asset Management 15k $630k -12% Sep 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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Signature Resources Capital Management 11k $549k 100% Dec 2023
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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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Merriman Wealth Management 11k $471k -2% Sep 2023
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Twelve Points Wealth Management 11k $506k -30% Dec 2023
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Renaissance Technologies 10k $446k 100% Sep 2023
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Multi-Financial Securities 10k $441k 2% Sep 2023
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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 $434k 0% Dec 2023
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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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Tower Research Capital 8.0k $348k 2622% Sep 2023
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Matrix Private Capital Group 7.9k $346k 100% Sep 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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Colonial Asset Management 5.5k $236k 0% Sep 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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Anderson Hoagland & Co 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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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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Carolinas Wealth Consulting 3.8k $160k 2% Sep 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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FMR 2.7k $118k 11% Sep 2023
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Pnc Financial Services 2.4k $118k 0% Dec 2023
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AdvisorNet Financial 2.3k $109k 1% Dec 2023
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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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Aspire Wealth Management Corp 2.0k $98k 0% Dec 2023
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Colonial Trust Co / SC 1.9k $81k -9% Sep 2023
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Barrett & Company 1.5k $72k 0% Dec 2023
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Hartland & Co 1.3k $65k 0% Dec 2023
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Sunbelt Securities 1.3k $62k 0% Dec 2023
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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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HHM Wealth Advisors 400.00 $17k 0% Sep 2023
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Brian McDonald 359.00 $16k 100% Sep 2023
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Baldwin Brothers 350.00 $17k 0% 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