Who owns ISHARES TR?
- Ticker: DMAX
- CUSIP Number: 46438g471
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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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 |
|---|---|---|---|---|---|
| BIP Wealth | 836k | $22M | 100% | Dec 2025 |
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| J. L. Bainbridge & Co | 682k | $18M | 100% | Mar 2026 |
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| Crown Wealth Group | 499k | $13M | 3% | Mar 2026 |
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| BlackRock | 400k | $11M | 0% | Dec 2025 |
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| FC Advisory | 153k | $4.1M | 57% | Mar 2026 |
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| Grantvest Financial Group | 67k | $1.8M | 3% | Dec 2025 |
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| Mercer Global Advisors | 55k | $1.5M | 100% | Dec 2025 |
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| Blue Sky Capital Consultants Group | 49k | $1.3M | -4% | Dec 2025 |
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| Crewe Advisors | 38k | $1.0M | 0% | Dec 2025 |
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| ATX Financial Planning | 35k | $929k | 100% | Dec 2025 |
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| Amplius Wealth Advisors | 30k | $788k | 0% | Mar 2026 |
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| Creative Planning | 27k | $731k | 26% | Dec 2025 |
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| Cetera Investment Advisers | 20k | $536k | -10% | Dec 2025 |
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| Lido Advisors | 16k | $437k | 100% | Dec 2025 |
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| High Falls Advisors | 15k | $396k | 5% | Dec 2025 |
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| Shared Vision Wealth Group | 14k | $381k | 100% | Dec 2025 |
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| Envestnet Asset Management | 12k | $322k | -71% | Dec 2025 |
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| Kestra Investment Management | 12k | $322k | -23% | Dec 2025 |
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| A.R. Schmeidler & Co | 10k | $265k | 0% | Mar 2026 |
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| Middleton & Company | 9.6k | $255k | 0% | Dec 2025 |
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| Kovack Advisors | 9.4k | $250k | 100% | Dec 2025 |
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| Resources Investment Advisors | 9.1k | $243k | 100% | Dec 2025 |
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| Elwood & Goetz Wealth Advisory Group | 8.7k | $232k | -67% | Dec 2025 |
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| Citadel Advisors | 8.5k | $227k | 100% | Dec 2025 |
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| Prosperity Consulting Group | 7.8k | $209k | 0% | Dec 2025 |
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| Patriot Financial Group Insurance Agency | 7.7k | $205k | 100% | Mar 2026 |
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| Farther Finance Advisors | 2.3k | $62k | 23350% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 900.00 | $24k | 100% | Dec 2025 |
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| Parallel Advisors | 600.00 | $16k | 0% | Dec 2025 |
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| Bernard Wealth Management Corp. | 371.00 | $9.9k | 100% | Dec 2025 |
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| IFP Advisors | 80.00 | $2.1k | 129% | Mar 2026 |
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Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Strategic Blueprint | Sep 2025 | 767k | $20M |
| KM Capital Management | Sep 2025 | 55k | $1.5M |
| Susquehanna International | Sep 2025 | 19k | $508k |
| Crosspoint Financial | Sep 2025 | 19k | $507k |
| Stuart Chaussee & Associates | Sep 2025 | 14k | $369k |
| Kestra Advisory Services | Sep 2025 | 10k | $265k |
| Advisory Services Network | Sep 2025 | 1.4k | $37k |
| UBS Group | Sep 2025 | 936.00 | $25k |