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 |
|---|---|---|---|---|---|
| BlackRock | 822k | $62M | -3% | Sep 2025 |
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| TrueNorth | 731k | $55M | 0% | Sep 2025 |
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| Sei Investments | 328k | $25M | 16% | Sep 2025 |
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| SigFig Wealth Management | 227k | $17M | -2% | Sep 2025 |
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| Flow Traders US | 219k | $17M | 102% | Sep 2025 |
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| Hanson McClain Advisors | 179k | $14M | -7% | Sep 2025 |
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| Adviser Investments | 131k | $9.9M | 1% | Sep 2025 |
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| Values Added Financial | 89k | $6.7M | 17% | Sep 2025 |
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| Accredited Investors | 80k | $6.0M | 0% | Sep 2025 |
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| Bailard | 78k | $5.9M | 11% | Sep 2025 |
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| Financial Connections Group | 76k | $5.8M | 1% | Sep 2025 |
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| Jpmorgan Chase & Co | 69k | $5.2M | -67% | Sep 2025 |
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| HighTower Advisors | 69k | $5.2M | 1% | Sep 2025 |
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| Jane Street | 68k | $5.1M | -10% | Sep 2025 |
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| Invera Wealth Advisors | 67k | $5.1M | -1% | Sep 2025 |
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| Citadel Advisors | 62k | $4.7M | 100% | Sep 2025 |
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| Balanced Rock Investment Advisors | 62k | $4.7M | 1% | Sep 2025 |
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| LPL Financial | 60k | $4.6M | -83% | Sep 2025 |
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| Susquehanna International | 58k | $4.4M | 100% | Sep 2025 |
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| UBS Group | 55k | $4.2M | -9% | Sep 2025 |
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| Regatta Capital Group | 50k | $3.8M | 3% | Sep 2025 |
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| Klaas Financial Asset Advisors | 48k | $3.6M | 3% | Sep 2025 |
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| CWM | 46k | $3.5M | 24% | Sep 2025 |
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| FMR | 45k | $3.4M | -9% | Sep 2025 |
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| Walkner Condon Financial Advisors | 44k | $3.3M | 1% | Sep 2025 |
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| TD Waterhouse Canada | 44k | $3.3M | 0% | Sep 2025 |
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| Royal Bank of Canada | 44k | $3.3M | 0% | Sep 2025 |
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| Atlantic Private Wealth | 42k | $3.2M | 0% | Sep 2025 |
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| Albion Financial Group | 40k | $3.0M | 0% | Sep 2025 |
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| Cetera Investment Advisers | 39k | $3.0M | -67% | Sep 2025 |
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| Equita Financial Network | 37k | $2.8M | 0% | Sep 2025 |
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| Baillie Gifford & Co | 35k | $2.7M | 100% | Sep 2025 |
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| CI Private Wealth | 34k | $2.6M | 3% | Sep 2025 |
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| Advisor Group Holdings | 33k | $2.5M | -2% | Sep 2025 |
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| Atwater Malick | 32k | $2.4M | 2% | Sep 2025 |
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| Westfuller Advisors | 31k | $2.4M | 0% | Sep 2025 |
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| Arjuna Capital | 29k | $2.2M | 235% | Sep 2025 |
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| Decker Retirement Planning | 28k | $2.1M | -5% | Sep 2025 |
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| Pathstone Holdings | 28k | $2.1M | -2% | Sep 2025 |
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| Commonwealth Equity Services | 28k | $2.1M | -8% | Sep 2025 |
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| Fiera Capital Corporation | 25k | $1.9M | -43% | Sep 2025 |
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| Goss Wealth Management | 25k | $1.9M | -17% | Sep 2025 |
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| Grubman Wealth Management | 25k | $1.8M | 0% | Jun 2025 |
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| Integrated Wealth Concepts | 24k | $1.8M | -15% | Sep 2025 |
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| Envestnet Asset Management | 23k | $1.8M | -98% | Sep 2025 |
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| Sofi Wealth | 22k | $1.7M | 42% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 22k | $1.7M | 4% | Sep 2025 |
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| XY Planning Network | 21k | $1.6M | 0% | Sep 2025 |
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| Modern Wealth Management | 20k | $1.5M | 12% | Sep 2025 |
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| First Pacific Financial | 20k | $1.5M | -21% | Sep 2025 |
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| Opes Wealth Management | 20k | $1.5M | 0% | Sep 2025 |
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| Gould Asset Management | 20k | $1.5M | 0% | Sep 2025 |
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| Shotwell Rutter Baer | 19k | $1.5M | 11% | Sep 2025 |
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| Wells Fargo & Company | 19k | $1.4M | 16% | Sep 2025 |
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| Plan | 18k | $1.4M | 0% | Sep 2025 |
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| Congress Wealth Management LLC / DE / | 18k | $1.3M | 14% | Jun 2025 |
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| Revolve Wealth Partners | 17k | $1.3M | 0% | Sep 2025 |
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| One Wealth Advisors | 17k | $1.3M | -55% | Sep 2025 |
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| Creative Planning | 16k | $1.2M | 2% | Sep 2025 |
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| Robertson Stephens Wealth Management | 14k | $1.1M | -3% | Sep 2025 |
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| Warner Financial | 14k | $1.1M | 7% | Sep 2025 |
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| Beacon Pointe Advisors | 14k | $1.0M | 100% | Sep 2025 |
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| Resources Investment Advisors | 14k | $1.0M | -43% | Sep 2025 |
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| Ally Invest Advisors | 13k | $1.0M | 8% | Sep 2025 |
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| Financial Advisors | 13k | $1.0M | 0% | Sep 2025 |
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| VERITY Wealth Advisors | 13k | $1.0M | 0% | Sep 2025 |
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| Lazard Asset Management | 13k | $1.0M | 0% | Sep 2025 |
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| Perigon Wealth Management | 12k | $920k | -40% | Sep 2025 |
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| Moors & Cabot | 12k | $919k | -1% | Sep 2025 |
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| Hrt Financial | 12k | $906k | 100% | Sep 2025 |
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| Elios Financial Group | 12k | $859k | -14% | Jun 2025 |
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| Farther Finance Advisors | 12k | $872k | 26% | Sep 2025 |
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| Skyline Advisors | 11k | $853k | 2% | Sep 2025 |
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| Diversified Trust Company | 11k | $825k | 0% | Sep 2025 |
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| Cambridge Investment Research Advisors | 11k | $793k | -64% | Sep 2025 |
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| Magnus Financial Group | 10k | $788k | -5% | Sep 2025 |
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| Mml Investors Services | 10k | $779k | -88% | Sep 2025 |
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| Urban Financial Advisory Corp | 10k | $777k | 0% | Sep 2025 |
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| Figure 8 Investment Strategies | 10k | $774k | 16% | Sep 2025 |
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| Stratos Wealth Partners | 9.9k | $750k | 1% | Sep 2025 |
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| Leonard Rickey Investment Advisors P | 9.7k | $735k | -1% | Sep 2025 |
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| H D Vest Advisory Services | 9.5k | $707k | 8% | Jun 2025 |
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| Raymond James Financial | 9.5k | $718k | 20% | Sep 2025 |
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| Betterment | 9.2k | $701k | -5% | Sep 2025 |
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| JMG Financial Group | 9.2k | $700k | -1% | Sep 2025 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 9.2k | $693k | 0% | Sep 2025 |
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| Franklin Resources | 9.1k | $686k | 0% | Sep 2025 |
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| HPM Partners | 8.6k | $653k | 0% | Sep 2025 |
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| RFG Advisory | 8.1k | $616k | -10% | Sep 2025 |
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| MA Private Wealth | 8.0k | $603k | -5% | Sep 2025 |
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| MAI Wealth Advisors | 7.7k | $585k | 62% | Sep 2025 |
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| Kestra Advisory Services | 7.3k | $554k | -15% | Sep 2025 |
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| Halbert Hargrove Global Advisors | 7.3k | $552k | 1% | Sep 2025 |
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| Parkworth Wealth Management | 7.0k | $524k | 1% | Jun 2025 |
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| Prudential | 7.0k | $530k | -45% | Sep 2025 |
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| Savant Capital Management | 6.7k | $511k | 100% | Sep 2025 |
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| Stewardship Advisors | 6.6k | $502k | 3% | Sep 2025 |
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| Janney Montgomery Scott | 6.4k | $485k | -82% | Sep 2025 |
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| Morgan Stanley | 6.4k | $476k | 100% | Jun 2025 |
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| Main Street Financial Solutions | 6.4k | $482k | 0% | Sep 2025 |
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| Ariadne Wealth Management | 6.2k | $476k | -2% | Sep 2025 |
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| Eqis Capital Management | 6.2k | $469k | -43% | Sep 2025 |
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| Haverford Trust Company | 6.1k | $459k | 0% | Sep 2025 |
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| Golden State Wealth Management | 6.0k | $451k | -12% | Sep 2025 |
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| Two Sigma Securities | 6.0k | $451k | 100% | Sep 2025 |
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| Aptus Capital Advisors | 5.9k | $448k | -5% | Sep 2025 |
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| Steward Partners Investment Advisory | 5.7k | $434k | -68% | Sep 2025 |
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| Keystone Financial Services | 5.6k | $428k | 1% | Sep 2025 |
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| Pathway Financial Advisors | 5.6k | $423k | 8% | Sep 2025 |
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| Kestra Private Wealth Services | 5.6k | $423k | 100% | Sep 2025 |
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| Central Pacific Bank - Trust Division | 5.2k | $397k | 0% | Sep 2025 |
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| Private Advisor | 5.1k | $384k | 1% | Sep 2025 |
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| RCS Financial Planning | 4.9k | $370k | 100% | Sep 2025 |
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| Sage Financial Management Group | 4.8k | $364k | 0% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 4.8k | $366k | 0% | Sep 2025 |
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| Optas | 4.7k | $356k | -42% | Sep 2025 |
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| CoreCap Advisors | 4.5k | $343k | -6% | Sep 2025 |
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| Humankind Investments | 4.2k | $319k | 8% | Sep 2025 |
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| Ascent Group | 4.2k | $317k | -49% | Sep 2025 |
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| Miracle Mile Advisors | 4.1k | $308k | -79% | Sep 2025 |
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| Connecticut Wealth Management | 4.0k | $306k | 0% | Sep 2025 |
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| Captrust Financial Advisors | 4.0k | $302k | 4% | Sep 2025 |
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| Savvy Advisors | 3.9k | $299k | 0% | Sep 2025 |
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| Eq | 3.9k | $293k | 0% | Sep 2025 |
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| FTB Advisors | 3.8k | $280k | 40% | Jun 2025 |
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| Portfolio Design Labs | 3.8k | $285k | -34% | Sep 2025 |
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| Flagship Harbor Advisors | 3.8k | $284k | 5% | Sep 2025 |
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| Change Path | 3.7k | $283k | -36% | Sep 2025 |
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| Agf Management | 3.7k | $280k | 3% | Sep 2025 |
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| Oregon Pacific Wealth Management | 3.7k | $280k | 0% | Sep 2025 |
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| Anderson Fisher | 3.7k | $277k | 22% | Sep 2025 |
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| O'shaughnessy Asset Management | 3.6k | $275k | 0% | Sep 2025 |
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| MBE Wealth Management | 3.6k | $272k | -22% | Sep 2025 |
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| Lifelong Wealth Advisors | 3.6k | $271k | 0% | Sep 2025 |
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| National Wealth Management Group | 3.5k | $266k | 3% | Sep 2025 |
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| Pine Harbor Wealth Management | 3.5k | $262k | 0% | Sep 2025 |
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| SOA Wealth Advisors | 3.4k | $259k | 2% | Sep 2025 |
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| Mariner Wealth Advisors | 3.1k | $237k | -5% | Sep 2025 |
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| Venturi Wealth Management | 3.1k | $231k | -2% | Sep 2025 |
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| West Wealth Group | 3.0k | $233k | -2% | Sep 2025 |
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| Bank Of Montreal | 3.0k | $227k | 100% | Jun 2025 |
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| ValMark Advisers | 3.0k | $227k | 6% | Sep 2025 |
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| Quantinno Capital Management | 3.0k | $225k | 0% | Sep 2025 |
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| Strategic Blueprint | 3.0k | $224k | -15% | Sep 2025 |
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| Park Avenue Securities | 2.9k | $219k | 100% | Sep 2025 |
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| Zacks Investment Management | 2.8k | $209k | 0% | Sep 2025 |
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| Atria Wealth Solutions | 2.8k | $205k | -90% | Jun 2025 |
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| Kuntz Lesher Capital | 2.7k | $208k | 0% | Sep 2025 |
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| Thrivent Financial for Lutherans | 2.7k | $207k | -89% | Sep 2025 |
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| Aufman Associates | 2.7k | $207k | 0% | Sep 2025 |
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| GeoWealth Management | 2.6k | $195k | -85% | Sep 2025 |
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| Assetmark | 2.3k | $171k | -94% | Sep 2025 |
|
Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Envestnet Portfolio Solutions | Jun 2025 | 301k | $22M |
| Horst & Graben Wealth Management | Jun 2025 | 21k | $1.6M |
| United Capital Financial Advisers | Jun 2025 | 21k | $1.5M |
| Dohj | Jun 2025 | 19k | $1.3M |
| Sharkey, Howes & Javer | Jun 2025 | 18k | $1.4M |
| Equitable Holdings | Jun 2025 | 16k | $1.2M |
| Bank of New York Mellon | Jun 2025 | 12k | $914k |
| CLS Investments | Jun 2025 | 12k | $889k |
| We Are One Seven | Jun 2025 | 12k | $868k |
| Austin Private Wealth | Jun 2025 | 12k | $858k |
| Investor's Fiduciary Advisor Network | Jun 2025 | 11k | $832k |
| Merit Financial Group | Jun 2025 | 9.6k | $715k |
| Wealth Alliance | Jun 2025 | 9.5k | $707k |
| West Coast Financial | Mar 2025 | 8.6k | $581k |
| Regal Investment Advisors | Jun 2025 | 7.8k | $583k |
| Snowden Capital Advisors | Jun 2025 | 7.7k | $577k |
| Pensionmark Financial Group | Jun 2025 | 7.6k | $563k |
| Sagespring Wealth Partners | Jun 2025 | 6.8k | $509k |
| One Wealth Capital Management | Jun 2025 | 6.0k | $449k |
| Maia Wealth | Jun 2025 | 5.9k | $441k |
| Wealthgarden F.s | Jun 2025 | 4.7k | $338k |
| EverSource Wealth Advisors | Jun 2025 | 4.0k | $298k |
| Copperleaf Capital | Jun 2025 | 3.9k | $293k |
| Armis Advisers | Jun 2025 | 3.9k | $289k |
| Atria Investments | Jun 2025 | 3.7k | $277k |
| Theory Financial | Jun 2025 | 3.7k | $264k |
| Buttonwood Financial Group | Jun 2025 | 3.3k | $240k |
| Hoxton Planning & Management | Jun 2025 | 3.0k | $222k |
| Tempus Wealth Planning | Jun 2025 | 3.0k | $221k |
| Wiley Bros.-aintree Capital | Jun 2025 | 2.9k | $220k |
| First Trust Advisors | Jun 2025 | 2.8k | $211k |
| Wagner Bowman Management | Jun 2025 | 2.7k | $204k |