Who owns ISHARES TR?
- Ticker: DMXF
- CUSIP Number: 46436e759
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 |
|---|---|---|---|---|---|
| Envestnet Asset Management | 2.1M | $151M | 25% | Sep 2024 |
|
| BlackRock | 920k | $62M | 0% | Jun 2024 |
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| BlackRock | 885k | $64M | 100% | Sep 2024 |
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| Envestnet Portfolio Solutions | 623k | $45M | 25% | Sep 2024 |
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| Syntrinsic | 504k | $36M | -20% | Sep 2024 |
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| Jpmorgan Chase & Co | 219k | $16M | 15% | Sep 2024 |
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| LPL Financial | 218k | $16M | 18% | Sep 2024 |
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| Park Avenue Securities | 187k | $14M | 27% | Sep 2024 |
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| Sei Investments | 184k | $13M | 186% | Sep 2024 |
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| SigFig Wealth Management | 184k | $12M | 11% | Jun 2024 |
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| Hanson McClain Advisors | 183k | $13M | 3% | Sep 2024 |
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| Mml Investors Services | 120k | $8.7M | 16% | Sep 2024 |
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| Adviser Investments | 100k | $7.2M | -4% | Sep 2024 |
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| Balanced Rock Investment Advisors | 98k | $6.6M | 4% | Jun 2024 |
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| Cetera Investment Advisers | 96k | $6.5M | 2% | Jun 2024 |
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| Thrivent Financial for Lutherans | 87k | $6.3M | 55% | Sep 2024 |
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| Invera Wealth Advisors | 71k | $4.9M | 1% | Sep 2024 |
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| Financial Connections Group | 64k | $4.6M | 5% | Sep 2024 |
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| Citadel Advisors | 63k | $4.5M | 100% | Sep 2024 |
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| Accredited Investors | 54k | $3.9M | -1% | Sep 2024 |
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| HighTower Advisors | 53k | $3.6M | -5% | Jun 2024 |
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| One Wealth Advisors | 53k | $3.8M | 12% | Sep 2024 |
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| Atria Wealth Solutions | 50k | $3.6M | 33% | Sep 2024 |
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| Royal Bank of Canada | 48k | $3.4M | -54% | Sep 2024 |
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| Integrated Wealth Concepts | 48k | $3.4M | 73% | Sep 2024 |
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| Values Added Financial | 45k | $3.2M | 27% | Sep 2024 |
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| TD Waterhouse Canada | 44k | $3.1M | 0% | Sep 2024 |
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| Assetmark | 43k | $3.1M | 43% | Sep 2024 |
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| Atlantic Private Wealth | 42k | $3.0M | -2% | Sep 2024 |
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| Klaas Financial Asset Advisors | 42k | $3.0M | -1% | Sep 2024 |
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| Walkner Condon Financial Advisors | 41k | $2.9M | -12% | Sep 2024 |
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| Regatta Capital Group | 37k | $2.7M | 15% | Sep 2024 |
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| Janney Montgomery Scott | 37k | $2.6M | 27% | Sep 2024 |
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| Cambridge Investment Research Advisors | 36k | $2.6M | 17% | Sep 2024 |
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| United Capital Financial Advisers | 36k | $2.6M | 24% | Sep 2024 |
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| Equita Financial Network | 35k | $2.6M | 13% | Sep 2024 |
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| Morningstar Investment Services | 32k | $2.3M | 149% | Sep 2024 |
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| Westfuller Advisors | 30k | $2.2M | 100% | Sep 2024 |
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| CI Private Wealth | 29k | $2.1M | 0% | Sep 2024 |
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| Clarius | 29k | $2.1M | 0% | Sep 2024 |
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| Resources Investment Advisors | 29k | $2.1M | 18% | Sep 2024 |
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| Commonwealth Equity Services | 29k | $2.1M | 12% | Sep 2024 |
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| Advisor Group Holdings | 29k | $2.1M | 49% | Sep 2024 |
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| Horst & Graben Wealth Management | 28k | $2.0M | 16% | Sep 2024 |
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| Fiera Capital Corporation | 28k | $2.0M | 41% | Sep 2024 |
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| Pathstone Holdings | 27k | $2.0M | 4% | Sep 2024 |
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| Albion Financial Group | 26k | $1.9M | 0% | Sep 2024 |
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| Dohj | 26k | $1.8M | 2% | Sep 2024 |
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| Sharkey, Howes & Javer | 25k | $1.8M | 19% | Sep 2024 |
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| Grubman Wealth Management | 25k | $1.8M | 0% | Sep 2024 |
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| Sanctuary Advisors | 24k | $1.6M | 100% | Jun 2024 |
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| Atwater Malick | 22k | $1.6M | 8% | Sep 2024 |
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| Opes Wealth Management | 22k | $1.6M | 3% | Sep 2024 |
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| Bank of America Corporation | 22k | $1.6M | -1% | Sep 2024 |
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| Equitable Holdings | 21k | $1.4M | 7% | Jun 2024 |
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| Wade Financial Advisory | 21k | $1.5M | 22% | Sep 2024 |
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| Steward Partners Investment Advisory | 20k | $1.3M | 7% | Jun 2024 |
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| Bank of New York Mellon | 19k | $1.4M | 40% | Sep 2024 |
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| Plan | 18k | $1.3M | 0% | Sep 2024 |
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| Gould Asset Management | 18k | $1.3M | 0% | Sep 2024 |
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| Shotwell Rutter Baer | 17k | $1.2M | 6% | Sep 2024 |
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| Halbert Hargrove Global Advisors | 17k | $1.2M | -9% | Sep 2024 |
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| Wells Fargo & Company | 16k | $1.1M | 4% | Sep 2024 |
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| Prudential | 15k | $1.0M | 0% | Jun 2024 |
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| Northwestern Mutual Wealth Management Company | 15k | $1.1M | 3% | Sep 2024 |
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| Congress Wealth Management LLC / DE / | 15k | $1.1M | -2% | Sep 2024 |
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| First Pacific Financial | 15k | $1.1M | 100% | Sep 2024 |
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| We Are One Seven | 15k | $1.1M | 22% | Sep 2024 |
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| Revolve Wealth Partners | 15k | $1.0M | 9% | Sep 2024 |
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| Austin Private Wealth | 15k | $1.0M | 20% | Sep 2024 |
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| JMG Financial Group | 14k | $1.0M | 0% | Sep 2024 |
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| Creative Planning | 14k | $1.0M | 2% | Sep 2024 |
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| Lazard Asset Management | 13k | $951k | 0% | Sep 2024 |
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| Wealth Alliance | 13k | $946k | 13% | Sep 2024 |
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| VERITY Wealth Advisors | 13k | $925k | 0% | Sep 2024 |
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| Perigon Wealth Management | 12k | $890k | 40% | Sep 2024 |
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| Skyline Advisors | 12k | $884k | 2% | Sep 2024 |
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| Leonard Rickey Investment Advisors P | 11k | $769k | -1% | Sep 2024 |
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| Regal Investment Advisors | 11k | $764k | 36% | Sep 2024 |
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| Diversify Advisory Services | 10k | $710k | -8% | Sep 2024 |
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| H D Vest Advisory Services | 10k | $678k | 10% | Jun 2024 |
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| Snowden Capital Advisors | 9.9k | $717k | 22% | Sep 2024 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 9.9k | $710k | -3% | Sep 2024 |
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| Kestra Advisory Services | 9.5k | $683k | -8% | Sep 2024 |
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| Moors & Cabot | 9.4k | $674k | 0% | Sep 2024 |
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| Hart & Patterson Financial Group | 9.0k | $647k | 0% | Sep 2024 |
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| Ally Invest Advisors | 8.8k | $634k | 21% | Sep 2024 |
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| Diversified Trust Company | 8.8k | $631k | 0% | Sep 2024 |
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| Townsquare Capital | 8.5k | $615k | 39% | Sep 2024 |
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| Stratos Wealth Partners | 8.3k | $597k | -1% | Sep 2024 |
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| MA Private Wealth | 8.3k | $594k | 3% | Sep 2024 |
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| Keystone Financial Services | 8.2k | $589k | 31% | Sep 2024 |
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| Magnus Financial Group | 8.0k | $577k | 23% | Sep 2024 |
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| Pensionmark Financial Group | 7.8k | $526k | 2% | Jun 2024 |
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| Franklin Resources | 7.6k | $545k | 0% | Sep 2024 |
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| Farther Finance Advisors | 7.6k | $545k | 32% | Sep 2024 |
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| Eqis Capital Management | 7.5k | $541k | 10% | Sep 2024 |
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| FTB Advisors | 7.5k | $540k | 25% | Sep 2024 |
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| Warner Financial | 7.4k | $532k | 39% | Sep 2024 |
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| Optas | 7.0k | $507k | 3% | Sep 2024 |
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| EverSource Wealth Advisors | 6.9k | $497k | 19% | Sep 2024 |
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| Strategic Blueprint | 6.6k | $476k | 16% | Sep 2024 |
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| Maia Wealth | 6.6k | $453k | 23% | Sep 2024 |
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| Proequities | 6.4k | $459M | 36% | Sep 2024 |
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| RFG Advisory | 6.3k | $455k | 100% | Sep 2024 |
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| Atria Investments | 6.3k | $455k | 26% | Sep 2024 |
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| Aptus Capital Advisors | 6.2k | $446k | -12% | Sep 2024 |
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| Main Street Financial Solutions | 6.1k | $442k | -6% | Sep 2024 |
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| Mount Yale Investment Advisors | 5.7k | $410k | 13% | Sep 2024 |
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| Wrapmanager | 5.6k | $402k | 0% | Sep 2024 |
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| Wealthgarden F.s | 5.5k | $397k | 100% | Sep 2024 |
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| Monterey Private Wealth | 5.3k | $384k | 3% | Sep 2024 |
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| Raymond James Financial Services Advisors | 5.3k | $381k | -4% | Sep 2024 |
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| Stratos Wealth Advisors | 5.3k | $380k | -15% | Sep 2024 |
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| Patriot Financial Group Insurance Agency | 5.3k | $379k | 3% | Sep 2024 |
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| Pathway Financial Advisors | 5.2k | $377k | 1% | Sep 2024 |
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| Private Advisor | 5.2k | $377k | 100% | Sep 2024 |
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| Financial Advisors | 5.0k | $363k | 100% | Sep 2024 |
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| Putnam Fl Investment Management | 4.9k | $353k | -36% | Sep 2024 |
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| Buttonwood Financial Group | 4.9k | $353k | 32% | Sep 2024 |
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| West Wealth Group | 4.7k | $342k | 21% | Sep 2024 |
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| Copperleaf Capital | 4.7k | $317k | 13% | Jun 2024 |
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| National Asset Management | 4.7k | $316k | -27% | Jun 2024 |
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| Change Path | 4.6k | $330k | 41% | Sep 2024 |
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| Johnson Bixby & Associates | 4.5k | $323k | -13% | Sep 2024 |
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| Stewardship Advisors | 4.2k | $305k | 100% | Sep 2024 |
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| UMA Financial Services | 4.1k | $288k | 34% | Sep 2024 |
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| CoreCap Advisors | 3.7k | $269k | 8% | Sep 2024 |
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| Venturi Wealth Management | 3.7k | $269k | 1% | Sep 2024 |
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| Spectrum Planning & Advisory Services | 3.7k | $265k | 100% | Sep 2024 |
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| Wagner Bowman Management | 3.6k | $259k | 100% | Sep 2024 |
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| Maiden Cove Capital | 3.5k | $235k | 2% | Sep 2024 |
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| Captrust Financial Advisors | 3.5k | $250k | 100% | Sep 2024 |
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| Pine Harbor Wealth Management | 3.5k | $249k | 0% | Sep 2024 |
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| Aurum Wealth Management Group | 3.4k | $247k | 1% | Sep 2024 |
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| My Legacy Advisors | 3.4k | $246k | 100% | Sep 2024 |
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| Hoxton Planning & Management | 3.4k | $245k | 100% | Sep 2024 |
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| Eq | 3.4k | $244k | 100% | Sep 2024 |
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| Goldman Sachs Group | 3.3k | $225k | 0% | Jun 2024 |
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| Stifel Financial | 3.3k | $221k | 1% | Jun 2024 |
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| Mariner Wealth Advisors | 3.2k | $230k | 100% | Sep 2024 |
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| Agf Management | 3.1k | $223k | 0% | Sep 2024 |
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| Kuntz Lesher Capital | 3.1k | $223k | 0% | Sep 2024 |
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| SOA Wealth Advisors | 3.1k | $222k | 0% | Sep 2024 |
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| U.S. Capital Wealth Advisors | 3.1k | $222k | 100% | Sep 2024 |
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| CWM | 3.1k | $220k | -41% | Sep 2024 |
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| National Wealth Management Group | 3.0k | $216k | 100% | Sep 2024 |
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| Centurion Wealth Management | 2.9k | $209k | 100% | Sep 2024 |
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| Trilogy Capital | 2.9k | $208k | 100% | Sep 2024 |
|
Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Jun 2024 | 175k | $12M |
| Old Mission Capital | Mar 2024 | 45k | $3.0M |
| Flow Traders US | Jun 2024 | 27k | $1.8M |
| Crestone Asset Management | Mar 2024 | 12k | $843k |
| TCWP | Jun 2024 | 12k | $808k |
| Orion Portfolio Solutions | Mar 2024 | 6.6k | $448k |
| One Wealth Management Investment & Advisory Services | Jun 2024 | 5.4k | $363k |
| Aire Advisors | Mar 2024 | 5.0k | $341k |
| Ariadne Wealth Management | Jun 2024 | 3.1k | $211k |