Who owns Ishares Tr fund?

Tip: Access positions for across all investors

Analyze quarterly positions in Ishares Tr fund with up to 7 years of data, all consolidated into one spreadsheet

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Top investors of Ishares Tr fund stock

Who bought or sold Ishares Tr fund this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Betterment 1.5M $72M 9% Jun 2026
 View chart
Mercer Global Advisors 1.3M $61M 6% Jun 2026
 View chart
Empower Advisory Group 1.2M $55M 5% Jun 2026
 View chart
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY 532k $44M 100% Jun 2026
 View chart
Bank of America Corporation 476k $23M 14% Jun 2026
 View chart
Royal Bank of Canada 257k $12M 0% Jun 2026
 View chart
Francis Financial 255k $12M 3% Jun 2026
 View chart
LPL Financial 222k $11M 18% Jun 2026
 View chart
Impact Investors 202k $9.6M 19% Jun 2026
 View chart
Creative Planning 201k $9.5M 6% Jun 2026
 View chart
Seeds Investor 141k $6.7M 1% Jun 2026
 View chart
Atomic Invest 133k $6.4M 2991% Jun 2026
 View chart
Envestnet Asset Management 119k $5.7M 6% Jun 2026
 View chart
Assetmark 112k $5.1M 12% Sep 2026
 View chart
Bank of New York Mellon 100k $4.8M 0% Jun 2026
 View chart
Raymond James Financial 84k $4.0M 11% Jun 2026
 View chart
Laurel Wealth Planning 72k $3.4M 4% Jun 2026
 View chart
UBS Group 72k $3.4M 1% Jun 2026
 View chart
Cetera Investment Advisers 65k $3.1M 1% Jun 2026
 View chart
Jane Street 52k $2.5M 329% Jun 2026
 View chart
Gateway Wealth Partners 52k $2.5M 100% Jun 2026
 View chart
Plum Street Advisors 47k $2.3M 1% Jun 2026
 View chart
CliftonLarsonAllen Wealth Advisors 47k $2.1M -4% Sep 2026
 View chart
Commonwealth Equity Services 40k $1.9M 0% Jun 2026
 View chart
Pathstone Holdings 36k $1.7M 0% Jun 2026
 View chart
Johnson Financial 33k $1.6M 12% Jun 2026
 View chart
Wealthfront Advisers 32k $1.5M 3% Jun 2026
 View chart
Invera Wealth Advisors 31k $1.4M 20% Sep 2026
 View chart
Advisor Group Holdings 27k $1.3M 45% Jun 2026
 View chart
Brio Consultants 27k $1.3M 2% Jun 2026
 View chart
Jones Financial Companies, L.L 26k $1.2M 72% Jun 2026
 View chart
Envestnet Portfolio Solutions 25k $1.2M 7% Jun 2026
 View chart
Modern Wealth Management 24k $1.1M 9% Jun 2026
 View chart
Goss Wealth Management 22k $1.1M 50% Jun 2026
 View chart
Northwest & Ethical Investments 22k $1.0M 0% Jun 2026
 View chart
Midwest Financial Partners Investments 22k $986k 14% Sep 2026
 View chart
Zevin Asset Management 21k $976k 0% Jun 2026
 View chart
HighTower Advisors 20k $929k 4% Jun 2026
 View chart
Bank Julius Baer & Co. Ltd, Zurich 19k $853k 0% Sep 2026
 View chart
Omega Financial Group 19k $842k -1% Sep 2026
 View chart
Walkner Condon Financial Advisors 18k $868k 2% Jun 2026
 View chart
Shotwell Rutter Baer 18k $830k 5% Sep 2026
 View chart
Falcon Wealth Planning 18k $849k -11% Jun 2026
 View chart
Livet Wealth 18k $807k 0% Sep 2026
 View chart
Atomi Financial Group 17k $815k 1% Jun 2026
 View chart
Franklin Resources 17k $809k 1% Jun 2026
 View chart
Principal Securities 17k $785k 11% Jun 2026
 View chart
Tanager Wealth Management 15k $703k 2% Sep 2026
 View chart
Thrivent Financial for Lutherans 15k $690k 100% Jun 2026
 View chart
Cardinal Point Capital Management, ULC 14k $659k 4% Sep 2026
 View chart
Ameriprise Financial 14k $682k -8% Jun 2026
 View chart
Sound View Wealth Advisors Group 12k $587k -3% Jun 2026
 View chart
XY Planning Network 12k $541k 0% Sep 2026
 View chart
Summit Investment Advisors 12k $550k 8% Jun 2026
 View chart
Vontobel Holding 11k $510k 3% Sep 2026
 View chart
Kestra Private Wealth Services 11k $477k 16% Sep 2026
 View chart
Aprio Wealth Management 10k $467k 6% Sep 2026
 View chart
Savant Capital Management 9.1k $433k -34% Jun 2026
 View chart
Captrust Financial Advisors 8.6k $407k 100% Jun 2026
 View chart
Mml Investors Services 8.5k $403k 12% Jun 2026
 View chart
KilterHowling 7.5k $356k -4% Jun 2026
 View chart
Stifel Financial 7.4k $351k 6% Jun 2026
 View chart
Kestra Advisory Services 7.0k $331k -30% Jun 2026
 View chart
MAI Wealth Advisors 7.0k $330k 0% Jun 2026
 View chart
Torren Management 6.9k $317k 2% Sep 2026
 View chart
AQR Capital Management 6.6k $315k 0% Jun 2026
 View chart
SRS Capital Advisors 6.6k $315k 100% Jun 2026
 View chart
Private Wealth Management Group 6.5k $299k -69% Sep 2026
 View chart
DORVAL Corp 6.4k $291k 0% Sep 2026
 View chart
Action Point Financial Planning 6.2k $294k 100% Jun 2026
 View chart
LRI Investments 6.2k $292k 0% Jun 2026
 View chart
CIBC Bancorp USA 6.2k $292k 0% Jun 2026
 View chart
Gwn Securities 6.0k $285k -13% Jun 2026
 View chart
First Affirmative Financial Network 5.8k $265k 0% Sep 2026
 View chart
TD Waterhouse Canada 5.5k $250k 0% Sep 2026
 View chart
Storen Legacy Partners 5.4k $257k 100% Jun 2026
 View chart
Values Added Financial 5.3k $244k -40% Sep 2026
 View chart
Morton Brown Family Wealth 5.2k $238k 0% Sep 2026
 View chart
Continuum Advisory 5.2k $246k 16% Jun 2026
 View chart
Sanctuary Advisors 4.9k $234k 1% Jun 2026
 View chart
Rossby Financial, LCC 4.9k $232k 4% Jun 2026
 View chart
Pinnacle Financial Partners 4.8k $228k 0% Jun 2026
 View chart
Rockefeller Capital Management 4.5k $214k 5% Jun 2026
 View chart
Sachetta 2.7k $128k 4% Jun 2026
 View chart
Westfuller Advisors 2.5k $117k 1% Jun 2026
 View chart
Farther Finance Advisors 2.3k $105k 139% Sep 2026
 View chart
Trust 1.7k $76k 8% Sep 2026
 View chart
Silver Grove Financial Group 1.4k $65k 0% Jun 2026
 View chart
IFG Advisory 1.1k $52k 100% Jun 2026
 View chart
CBIZ Investment Advisory Services 1.1k $52k 0% Jun 2026
 View chart
Hickory Point Bank & Trust 1.1k $50k 100% Sep 2026
 View chart
Richardson Financial Services 971.00 $44k 0% Sep 2026
 View chart
Smithfield Trust Company 920.00 $44k 0% Jun 2026
 View chart
National Bank Of Canada /fi/ 765.00 $36k 20% Jun 2026
 View chart
Lodestone Wealth Management 659.00 $30k 1% Sep 2026
 View chart
Signature Resources Capital Management 658.00 $30k 0% Sep 2026
 View chart
Federation des caisses Desjardins du Quebec 630.00 $30k -58% Jun 2026
 View chart
Birchbrook 533.00 $24k 1% Sep 2026
 View chart
Archer Investment Corp 463.00 $22k 0% Jun 2026
 View chart
Custom Index Systems 450.00 $21k 100% Jun 2026
 View chart
Jpmorgan Chase & Co 448.00 $21k 100% Jun 2026
 View chart
Pacifica Partners 417.00 $19k 0% Sep 2026
 View chart
Ashton Thomas Private Wealth 385.00 $18k 0% Jun 2026
 View chart
Financial Perspectives 371.00 $18k 1% Jun 2026
 View chart
IFP Advisors 364.00 $17k 0% Sep 2026
 View chart
Glassy Mountain Advisors 304.00 $14k 0% Jun 2026
 View chart
Fort Vancouver Investment Management 261.00 $12k 0% Jun 2026
 View chart
Oakmont Advisory Group 247.00 $12k 100% Jun 2026
 View chart
Triumph Capital Management 242.00 $11k 0% Sep 2026
 View chart
Brooklyn FI 120.00 $5.6k 100% Jun 2026
 View chart
Hanson McClain Advisors 119.00 $5.7k -61% Jun 2026
 View chart
Central Trust & Investment 114.00 $5.4k 5% Jun 2026
 View chart
FMR 100.00 $4.7k -4% Jun 2026
 View chart
MJT & Associates Financial Advisory Group 97.00 $4.4k 0% Sep 2026
 View chart
1 North Wealth Services 85.00 $4.0k 0% Jun 2026
 View chart
Dunhill Financial 84.00 $4.0k 0% Jun 2026
 View chart
Smartleaf Asset Management 63.00 $3.0k 0% Jun 2026
 View chart
Northwestern Mutual Wealth Management Company 56.00 $2.7k 2700% Jun 2026
 View chart
Bartlett & Co. Wealth Management 51.00 $2.4k 0% Jun 2026
 View chart
Larson Financial Group 46.00 $2.2k 0% Jun 2026
 View chart
Coston, McIsaac & Partners 42.00 $2.0k 0% Jun 2026
 View chart
Purpose Un 35.00 $1.7k 0% Jun 2026
 View chart
Cassaday & Co Wealth Management 10.00 $457.000000 0% Sep 2026
 View chart
Mascoma Wealth Management 1.00 $41.000000 0% Sep 2026
 View chart
Wells Fargo & Company 1.00 $44.000000 -100% Jun 2026
 View chart

Who sold out of Ishares Tr fund?

Fund or Company Name Date Sold Shares Held Valued At
Equita Financial Network Jun 2026 26k $1.2M
Dynamic Advisors Solutions Jun 2026 16k $781k
Citadel Advisors Mar 2026 13k $607k
Mariner Wealth Advisors Mar 2026 12k $575k
Goldman Sachs Group Mar 2026 7.9k $376k
Corepath Wealth Partners Jun 2026 6.1k $287k
EP Wealth Advisors Mar 2026 5.7k $269k
Perigon Wealth Management Jun 2026 4.2k $200k
Emerald Investment Partners Mar 2026 2.2k $107k
Advisory Services Network Mar 2026 1.8k $87k
Steward Partners Investment Advisory Mar 2026 1.5k $71k
WFA of San Diego Mar 2026 1.3k $64k
Robinswood Financial Jun 2026 797.00 $38k
Evolution Wealth Management Jun 2026 114.00 $5.4k
Twin Peaks Wealth Advisors Mar 2026 97.00 $4.6k
RMG Wealth Management Jun 2026 21.00 $476.000700