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 |
---|---|---|---|---|---|
Pathstone Holdings | 724k | $35M | -1% | Sep 2024 |
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BlackRock | 527k | $26M | 100% | Sep 2024 |
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State of New Jersey Common Pension Fund D | 522k | $26M | 40% | Sep 2024 |
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BlackRock | 470k | $22M | 1076% | Jun 2024 |
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Arvest Investments | 442k | $22M | 1% | Sep 2024 |
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Tortoise Investment Management | 341k | $17M | 0% | Sep 2024 |
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Morgan Stanley | 340k | $16M | -1% | Jun 2024 |
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AE Wealth Management | 308k | $15M | -7% | Sep 2024 |
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Bank of America Corporation | 260k | $13M | 1% | Sep 2024 |
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Redhawk Wealth Advisors | 228k | $11M | 100% | Sep 2024 |
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Marcia E. Wade | 197k | $9.6M | 13% | Sep 2024 |
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Tiaa Trust, National Association | 169k | $7.9M | 64% | Jun 2024 |
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Krilogy Financial | 130k | $6.4M | -3% | Sep 2024 |
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Wells Fargo & Company | 115k | $5.6M | 3% | Sep 2024 |
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Advisor Group Holdings | 79k | $3.9M | 35% | Sep 2024 |
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Jane Street | 60k | $2.9M | 43% | Sep 2024 |
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LPL Financial | 59k | $2.9M | -6% | Sep 2024 |
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Sykon Capital | 58k | $2.8M | 17% | Sep 2024 |
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Cetera Investment Advisers | 48k | $2.2M | 7% | Jun 2024 |
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Insight Wealth Partners | 47k | $2.3M | 5% | Sep 2024 |
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Advisory Alpha | 45k | $2.2M | -1% | Sep 2024 |
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Franklin Resources | 45k | $2.1M | 0% | Sep 2024 |
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First Trust Advisors | 39k | $1.9M | 11% | Sep 2024 |
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Envestnet Portfolio Solutions | 36k | $1.7M | 1% | Sep 2024 |
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Laidlaw Wealth Management | 35k | $1.7M | -1% | Sep 2024 |
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Commonwealth Equity Services | 30k | $1.5M | 0% | Sep 2024 |
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Dark Forest Capital Management | 29k | $1.4M | 199% | Sep 2024 |
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Toroso Investments | 29k | $1.4M | 72% | Sep 2024 |
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Guggenheim Capital, LLC Managers | 28k | $1.4M | -42% | Sep 2024 |
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Envestnet Asset Management | 26k | $1.3M | 66% | Sep 2024 |
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Raymond James & Associates | 25k | $1.2M | -1% | Sep 2024 |
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Goldstone Financial Group | 24k | $1.2M | 100% | Sep 2024 |
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Palogic Value Management | 20k | $992k | 39% | Sep 2024 |
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Raymond James Financial Services Advisors | 16k | $796k | 5% | Sep 2024 |
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Willis Johnson & Associates | 16k | $790k | -17% | Sep 2024 |
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Rosenberg Matthew Hamilton | 13k | $633k | 26% | Sep 2024 |
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Brian McDonald | 13k | $626k | -12% | Sep 2024 |
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Citadel Advisors | 11k | $560k | 100% | Sep 2024 |
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Columbus Macro | 11k | $555k | 100% | Sep 2024 |
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Ridgewood Investments | 11k | $548k | -4% | Sep 2024 |
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Jpmorgan Chase & Co | 11k | $537k | -1% | Sep 2024 |
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Jones Financial Companies, L.L | 10k | $487k | 471% | Sep 2024 |
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Susquehanna International | 9.2k | $450k | -50% | Sep 2024 |
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Wealthcare Advisory Partners | 8.1k | $396k | -22% | Sep 2024 |
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Hoxton Planning & Management | 7.7k | $376k | -1% | Sep 2024 |
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Schroder Investment Management Group | 7.4k | $347k | -7% | Jun 2024 |
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Horizon Financial Services | 7.2k | $339k | 3% | Jun 2024 |
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Raymond James Trust | 6.3k | $310k | 100% | Sep 2024 |
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Crewe Advisors | 6.0k | $291k | 100% | Sep 2024 |
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Wolverine Trading | 5.7k | $278k | 100% | Sep 2024 |
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LexAurum Advisors | 5.3k | $261k | 5% | Sep 2024 |
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Elevated Capital Advisors | 5.3k | $259k | 100% | Sep 2024 |
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Old Mission Capital | 5.2k | $246k | 100% | Jun 2024 |
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Hilltop Holdings | 4.9k | $238k | -24% | Sep 2024 |
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Cullen Frost Bankers | 3.3k | $161k | 98% | Sep 2024 |
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Bramshill Investments | 2.9k | $134k | 100% | Jun 2024 |
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D. J. St. Germain | 2.1k | $101k | -57% | Sep 2024 |
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Royal Bank of Canada | 2.0k | $94k | -2% | Sep 2024 |
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Farther Finance Advisors | 1.6k | $78k | 100% | Sep 2024 |
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Element Wealth | 1.6k | $76k | 0% | Sep 2024 |
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Bank Of Oklahoma National Association / | 1.1k | $55k | 100% | Sep 2024 |
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Family Asset Management | 1.0k | $50k | 0% | Sep 2024 |
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LGT Financial Advisors | 988.00 | $51k | -81% | Sep 2024 |
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Wagner Wealth Management | 949.00 | $46k | -10% | Sep 2024 |
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Private Trust Co Na | 848.00 | $40k | 0% | Jun 2024 |
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MidAtlantic Capital Management | 644.00 | $32k | 69% | Sep 2024 |
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Strengthening Families & Communities | 430.00 | $21k | 1% | Sep 2024 |
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National Bank Of Canada /fi/ | 367.00 | $18k | 0% | Sep 2024 |
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Harbour Investments | 323.00 | $16k | 0% | Sep 2024 |
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Bogart Wealth | 306.00 | $15k | 0% | Sep 2024 |
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Us Bancorp | 210.00 | $10k | 0% | Sep 2024 |
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Colonial Trust Co / SC | 182.00 | $8.9k | -16% | Sep 2024 |
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Coppell Advisory Solutions | 165.00 | $8.0k | 100% | Sep 2024 |
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Jackson Hole Capital Partners | 136.00 | $6.7k | 0% | Sep 2024 |
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Laurel Wealth Advisors | 66.00 | $3.2k | 0% | Sep 2024 |
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Qube Research & Technologies | 46.00 | $2.2k | -91% | Jun 2024 |
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Glen Eagle Advisors | 32.00 | $1.6k | 0% | Sep 2024 |
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Plante Moran Financial Advisors | 13.00 | $636.000300 | 100% | Sep 2024 |
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Peterson Financial Group | 2.00 | $81.000000 | 100% | Sep 2024 |
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Coastal Investment Advisors | 1.00 | $48.000000 | -99% | Sep 2024 |
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Who sold out of Ishares Trust Barclays?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Strategy Asset Managers | Jun 2024 | 13k | $611k |
Centennial Wealth Advisory | Jun 2024 | 13k | $619k |
Snowden Capital Advisors | Jun 2024 | 6.2k | $292k |
Csenge Advisory Group | Jun 2024 | 5.4k | $252k |
City Center Advisors | Jun 2024 | 4.4k | $206k |
Gradient Investments | Jun 2024 | 2.0k | $93k |
Ashton Thomas Private Wealth | Jun 2024 | 200.00 | $9.4k |
Financial Gravity Wealth | Mar 2024 | 179.00 | $8.4k |
International Assets Investment Management | Jun 2024 | 158.00 | $7.4k |
Opal Wealth Advisors | Jun 2024 | 132.00 | $6.2k |
Howe and Rusling | Mar 2024 | 86.00 | $4.1k |
Gilliland Jeter Wealth Management | Jun 2024 | 42.00 | $2.0k |
TD Waterhouse Canada | Jun 2024 | 10.00 | $466.000000 |