Who owns ISHARES TR?
- Ticker: MAXJ
- CUSIP Number: 46438g612
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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Who bought or sold ISHARES TR this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Amplius Wealth Advisors | 931k | $24M | 100% | Dec 2024 |
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Strategic Blueprint | 561k | $15M | 107% | Dec 2024 |
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Royal Bank of Canada | 433k | $11M | 100% | Sep 2024 |
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BlackRock | 400k | $10M | 100% | Sep 2024 |
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Balboa Wealth Partners | 203k | $5.3M | 100% | Sep 2024 |
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J. L. Bainbridge & Co | 147k | $3.8M | 100% | Sep 2024 |
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Resources Investment Advisors | 83k | $2.2M | 100% | Sep 2024 |
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HighTower Advisors | 75k | $2.0M | 100% | Sep 2024 |
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Commonwealth Equity Services | 74k | $1.9M | 100% | Sep 2024 |
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Panoramic Investment Advisors | 69k | $1.8M | 21% | Dec 2024 |
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Snowden Capital Advisors | 65k | $1.7M | 100% | Sep 2024 |
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CRA Financial Services | 56k | $1.5M | 9% | Dec 2024 |
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Jane Street | 53k | $1.4M | 100% | Sep 2024 |
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Axxcess Wealth Management | 49k | $1.3M | 100% | Sep 2024 |
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Sigma Planning | 44k | $1.1M | 100% | Sep 2024 |
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Change Path | 41k | $1.1M | 100% | Sep 2024 |
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Middleton & Company | 36k | $942k | 100% | Sep 2024 |
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Crosspoint Financial | 34k | $894k | 100% | Sep 2024 |
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Tradition Wealth Management | 32k | $839k | 100% | Sep 2024 |
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Susquehanna International | 26k | $686k | 100% | Sep 2024 |
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Kestra Advisory Services | 26k | $673k | 100% | Sep 2024 |
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Weaver Consulting Group | 14k | $361k | 0% | Dec 2024 |
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BCGM Wealth Management | 13k | $334k | 100% | Sep 2024 |
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Prospera Financial Services | 12k | $320k | 100% | Sep 2024 |
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Elwood & Goetz Wealth Advisory Group | 12k | $303k | 100% | Sep 2024 |
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Cetera Investment Advisers | 11k | $290k | 100% | Sep 2024 |
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Atria Wealth Solutions | 11k | $273k | 0% | Dec 2024 |
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A.R. Schmeidler & Co | 10k | $260k | 0% | Dec 2024 |
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ARS Wealth Advisors Group | 7.9k | $208k | 0% | Dec 2024 |
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Federation des caisses Desjardins du Quebec | 5.0k | $129k | 100% | Sep 2024 |
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Geneos Wealth Management | 1.2k | $31k | 100% | Dec 2024 |
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Advisor Group Holdings | 1.0k | $27k | 100% | Sep 2024 |
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Hanson McClain Advisors | 800.00 | $21k | 0% | Dec 2024 |
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Principal Securities | 100.00 | $2.6k | 0% | Dec 2024 |
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Who sold out of Ishares Tr?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Spinnaker Investment Group | Sep 2024 | 24k | $634k |