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 |
|---|---|---|---|---|---|
| Northwest & Ethical Investments | 3.4M | $288M | 100% | Jun 2026 |
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| Envestnet Asset Management | 1.1M | $95M | 1% | Jun 2026 |
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| TrueNorth | 822k | $70M | 12% | Jun 2026 |
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| BlackRock | 775k | $66M | -8% | Jun 2026 |
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| LPL Financial | 417k | $35M | 16% | Jun 2026 |
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| Sei Investments | 390k | $33M | 4% | Jun 2026 |
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| Sbe Llc Dba Cedar Cove Wealth Partners | 248k | $21M | 1% | Sep 2026 |
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| Envestnet Portfolio Solutions | 215k | $18M | 1% | Jun 2026 |
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| Jpmorgan Chase & Co | 212k | $18M | 100% | Jun 2026 |
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| Hanson McClain Advisors | 180k | $15M | 1% | Jun 2026 |
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| Park Avenue Securities | 153k | $13M | 46% | Sep 2026 |
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| Adviser Investments | 152k | $13M | 2% | Jun 2026 |
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| Susquehanna International | 125k | $11M | -12% | Jun 2026 |
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| Values Added Financial | 122k | $10M | 13% | Sep 2026 |
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| Cetera Investment Advisers | 113k | $9.6M | 2% | Jun 2026 |
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| Bailard | 108k | $9.2M | 0% | Sep 2026 |
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| Accredited Investors | 102k | $8.6M | 20% | Jun 2026 |
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| Thrivent Financial for Lutherans | 75k | $6.4M | 165% | Jun 2026 |
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| Regatta Capital Group | 75k | $6.4M | 7% | Sep 2026 |
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| Apella Capital | 72k | $6.1M | -4% | Sep 2026 |
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| Invera Wealth Advisors | 71k | $6.0M | 6% | Sep 2026 |
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| Mml Investors Services | 69k | $5.9M | 24% | Jun 2026 |
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| HighTower Advisors | 69k | $5.8M | 8% | Jun 2026 |
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| Balanced Rock Investment Advisors | 63k | $5.3M | 1% | Jun 2026 |
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| Royal Bank of Canada | 59k | $5.0M | 22% | Jun 2026 |
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| Modern Wealth Management | 55k | $4.6M | 17% | Jun 2026 |
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| UBS Group | 54k | $4.6M | 0% | Jun 2026 |
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| Sofi Wealth | 53k | $4.5M | 24% | Sep 2026 |
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| Walkner Condon Financial Advisors | 48k | $4.1M | -1% | Jun 2026 |
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| Equita Financial Network | 45k | $3.8M | 5% | Sep 2026 |
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| TD Waterhouse Canada | 44k | $3.7M | 0% | Sep 2026 |
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| Atlantic Private Wealth | 43k | $3.6M | -3% | Jun 2026 |
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| FMR | 42k | $3.6M | -2% | Jun 2026 |
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| Assetmark | 39k | $3.3M | 27% | Sep 2026 |
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| Janney Montgomery Scott | 39k | $3.3M | 3% | Jun 2026 |
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| Albion Financial Group | 39k | $3.3M | 1% | Sep 2026 |
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| Flow Traders US | 38k | $3.2M | 100% | Jun 2026 |
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| Beacon Pointe Advisors | 38k | $3.2M | 24% | Jun 2026 |
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| Advisor Group Holdings | 36k | $3.0M | 21% | Jun 2026 |
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| Robertson Stephens Wealth Management | 36k | $3.0M | 0% | Sep 2026 |
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| Atwater Malick | 35k | $2.9M | 0% | Sep 2026 |
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| Fiera Capital Corporation | 34k | $2.9M | 0% | Jun 2026 |
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| Westfuller Advisors | 32k | $2.7M | -1% | Jun 2026 |
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| NorthRock Partners | 31k | $2.6M | 0% | Jun 2026 |
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| One Wealth Advisors | 30k | $2.6M | 3% | Jun 2026 |
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| Jane Street | 30k | $2.5M | 50% | Jun 2026 |
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| Archer Investment Management | 29k | $2.4M | 34% | Sep 2026 |
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| Avise Financial Cooperative | 28k | $2.4M | 319% | Jun 2026 |
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| Pathstone Holdings | 28k | $2.4M | 7% | Jun 2026 |
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| Wells Fargo & Company | 27k | $2.3M | 13% | Jun 2026 |
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| Integrated Wealth Concepts | 26k | $2.2M | 3% | Jun 2026 |
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| Arjuna Capital | 24k | $2.1M | -22% | Jun 2026 |
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| Resources Investment Advisors | 24k | $2.0M | 0% | Jun 2026 |
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| Cambridge Investment Research Advisors | 23k | $2.0M | 10% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 23k | $1.9M | 4% | Jun 2026 |
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| Vise Technologies | 23k | $1.9M | 135% | Sep 2026 |
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| Bank of America Corporation | 23k | $1.9M | 3% | Jun 2026 |
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| Commonwealth Equity Services | 22k | $1.9M | 4% | Jun 2026 |
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| GeoWealth Management | 22k | $1.9M | 21% | Jun 2026 |
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| Brown Advisory Holdings Incorporated | 22k | $1.9M | 451% | Jun 2026 |
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| EP Wealth Advisors | 22k | $1.8M | 100% | Jun 2026 |
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| XY Planning Network | 21k | $1.8M | 100% | Sep 2026 |
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| Gould Asset Management | 21k | $1.7M | 0% | Jun 2026 |
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| Sanctuary Advisors | 20k | $1.7M | 9% | Jun 2026 |
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| Warner Financial | 20k | $1.7M | 8% | Jun 2026 |
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| Shotwell Rutter Baer | 20k | $1.7M | 1% | Sep 2026 |
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| Perigon Wealth Management | 19k | $1.6M | 14% | Sep 2026 |
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| Twin Focus Capital Partners | 19k | $1.6M | 100% | Jun 2026 |
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| Creative Planning | 19k | $1.6M | 14% | Jun 2026 |
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| Figure 8 Investment Strategies | 19k | $1.6M | 11% | Jun 2026 |
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| First Pacific Financial | 19k | $1.6M | -1% | Sep 2026 |
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| Revolve Wealth Partners | 19k | $1.6M | 5% | Sep 2026 |
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| Merit Financial Group | 18k | $1.5M | 10% | Jun 2026 |
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| Plan | 18k | $1.5M | -1% | Jun 2026 |
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| Goldman Sachs Group | 18k | $1.5M | -68% | Jun 2026 |
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| Farther Finance Advisors | 17k | $1.5M | 7% | Sep 2026 |
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| Cornerstone Financial Management | 17k | $1.4M | 6% | Jun 2026 |
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| Urban Financial Advisory Corp | 16k | $1.4M | 55% | Jun 2026 |
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| Horst & Graben Wealth Management | 16k | $1.3M | 2% | Jun 2026 |
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| Lido Advisors | 16k | $1.3M | -4% | Jun 2026 |
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| Stratos Wealth Partners | 15k | $1.3M | 13% | Jun 2026 |
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| Equitable Holdings | 15k | $1.3M | 1% | Jun 2026 |
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| Bank of New York Mellon | 15k | $1.2M | -3% | Jun 2026 |
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| United Capital Financial Advisers | 14k | $1.2M | -10% | Jun 2026 |
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| Goss Wealth Management | 14k | $1.2M | 35% | Jun 2026 |
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| Sharkey, Howes & Javer | 14k | $1.2M | 1% | Sep 2026 |
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| Franklin Resources | 14k | $1.2M | 0% | Jun 2026 |
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| VERITY Wealth Advisors | 13k | $1.1M | 1% | Jun 2026 |
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| Ally Invest Advisors | 13k | $1.1M | 7% | Jun 2026 |
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| We Are One Seven | 13k | $1.1M | 34% | Sep 2026 |
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| Lazard Asset Management | 13k | $1.1M | 0% | Jun 2026 |
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| Moors & Cabot | 13k | $1.1M | 1% | Jun 2026 |
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| Raymond James Financial | 13k | $1.1M | 1% | Jun 2026 |
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| CLS Investments | 13k | $1.1M | 11% | Jun 2026 |
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| Steward Partners Investment Advisory | 13k | $1.1M | 9% | Jun 2026 |
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| Diversified Trust Company | 12k | $1.0M | 0% | Jun 2026 |
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| SigFig Wealth Management | 12k | $1.0M | 2% | Sep 2026 |
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| Summit Wealth Group Llc / Co | 12k | $1.0M | -11% | Sep 2026 |
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| Davis Wealth Advisors | 11k | $959k | 18% | Jun 2026 |
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| Private Advisor | 11k | $927k | 71% | Jun 2026 |
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| Magnus Financial Group | 11k | $902k | 0% | Sep 2026 |
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| Carnegie Capital Asset Management | 9.7k | $823k | 100% | Sep 2026 |
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| MAI Wealth Advisors | 9.5k | $805k | 19% | Jun 2026 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 9.2k | $775k | 0% | Sep 2026 |
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| JMG Financial Group | 9.0k | $765k | -2% | Jun 2026 |
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| HPM Partners | 8.8k | $742k | -52% | Jun 2026 |
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| Skyline Advisors | 8.6k | $730k | -13% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 8.2k | $683k | 0% | Sep 2026 |
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| Hartland & Co | 8.1k | $688k | -89% | Jun 2026 |
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| Sagespring Wealth Partners | 8.1k | $683k | 36% | Sep 2026 |
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| OpenArc Corporate Advisory | 8.0k | $678k | 44% | Sep 2026 |
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| Connecticut Wealth Management | 7.9k | $670k | 0% | Sep 2026 |
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| Klaas Financial Asset Advisors | 7.8k | $657k | 0% | Sep 2026 |
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| MA Private Wealth | 7.7k | $647k | -4% | Jun 2026 |
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| Savant Capital Management | 7.6k | $647k | 10% | Jun 2026 |
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| Leonard Rickey Investment Advisors P | 7.2k | $608k | -7% | Sep 2026 |
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| Kestra Advisory Services | 7.2k | $607k | -2% | Jun 2026 |
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| RFG Advisory | 7.1k | $604k | -7% | Jun 2026 |
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| Stewardship Advisors | 7.0k | $595k | -2% | Sep 2026 |
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| Golden State Wealth Management | 6.8k | $575k | 13% | Jun 2026 |
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| Pathway Financial Advisors | 6.6k | $558k | 0% | Sep 2026 |
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| Pensionmark Financial Group | 6.4k | $485k | 0% | Jun 2026 |
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| Diversify Advisory Services | 6.2k | $519k | 87% | Sep 2026 |
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| Diversify Wealth Management | 6.2k | $519k | 87% | Sep 2026 |
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| Ariadne Wealth Management | 6.2k | $522k | 0% | Jun 2026 |
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| Aptus Capital Advisors | 6.1k | $514k | 0% | Jun 2026 |
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| Haverford Trust Company | 6.1k | $512k | 0% | Jun 2026 |
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| Central Pacific Bank - Trust Division | 6.0k | $511k | 3% | Sep 2026 |
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| Ascent Group | 5.9k | $496k | 6% | Jun 2026 |
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| Wealth Alliance | 5.8k | $489k | -2% | Jun 2026 |
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| Regal Investment Advisors | 5.5k | $463k | 1% | Jun 2026 |
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| Atria Investments | 5.4k | $459k | 76% | Sep 2026 |
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| Hoxton Planning & Management | 5.3k | $448k | 29% | Sep 2026 |
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| Kestra Private Wealth Services | 5.2k | $437k | 15% | Jun 2026 |
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| Betterment | 5.0k | $421k | -25% | Jun 2026 |
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| Kingswood Wealth Advisors | 4.7k | $394k | 100% | Sep 2026 |
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| Savvy Advisors | 4.6k | $390k | 19% | Jun 2026 |
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| One Wealth Capital Management | 4.6k | $387k | 6% | Sep 2026 |
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| Main Street Financial Solutions | 4.5k | $378k | 2% | Jun 2026 |
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| Citizens Financial Group | 4.4k | $377k | 14% | Sep 2026 |
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| National Wealth Management Group | 4.3k | $361k | 0% | Sep 2026 |
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| Keystone Financial Services | 4.3k | $360k | 11% | Jun 2026 |
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| CoreCap Advisors | 4.2k | $358k | 0% | Sep 2026 |
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| Navigation Group | 4.2k | $358k | 6% | Sep 2026 |
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| EverSource Wealth Advisors | 4.2k | $357k | 21% | Jun 2026 |
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| Optas | 4.1k | $349k | -49% | Jun 2026 |
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| RCS Financial Planning | 4.1k | $348k | 24% | Sep 2026 |
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| Miracle Mile Advisors | 4.1k | $345k | -1% | Jun 2026 |
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| MLG Wealth Management DBA Pine Grove Financial Group | 4.0k | $343k | 36% | Sep 2026 |
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| Anderson Fisher | 3.9k | $332k | 9% | Sep 2026 |
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| Agf Management | 3.7k | $313k | -10% | Jun 2026 |
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| Sage Financial Management Group | 3.5k | $297k | -23% | Jun 2026 |
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| KWB Wealth | 3.5k | $296k | -13% | Sep 2026 |
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| Brookstone Capital Management | 3.4k | $286k | -20% | Sep 2026 |
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| Gateway Wealth Partners | 3.3k | $282k | -46% | Jun 2026 |
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| PFG Investments | 3.2k | $275k | -17% | Jun 2026 |
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| Mariner Wealth Advisors | 3.0k | $255k | -69% | Jun 2026 |
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| Change Path | 2.6k | $220k | -50% | Jun 2026 |
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| Decker Retirement Planning | 120.00 | $10k | -100% | Sep 2026 |
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Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| CI Private Wealth | Mar 2026 | 33k | $2.5M |
| Gts Securities | Mar 2026 | 15k | $1.1M |
| Investor's Fiduciary Advisor Network | Mar 2026 | 6.9k | $519k |
| Ameritas Advisory Services | Mar 2026 | 5.6k | $423k |
| Mission Wealth Management | Jun 2026 | 4.7k | $399k |