Who owns ISHARES TR?

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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
Envestnet Asset Management 2.2M $101M 1% Sep 2022
Park Avenue Securities 142k $7.7M 1% Dec 2022
Jane Street 127k $5.9M 84% Sep 2022
Adviser Investments 112k $5.2M 100% Sep 2022
CFS Investment Advisory Services 91k $2.0k 100% Sep 2022
Hanson McClain Advisors 70k $3.8M 14% Dec 2022
Financial Connections Group 54k $2.5M 0% Sep 2022
SigFig Wealth Management 53k $2.6M 119% Sep 2022
Klaas Financial Asset Advisors 44k $2.4M 8% Dec 2022
Walkner Condon Financial Advisors 44k $2.4M 10% Dec 2022
HighTower Advisors 42k $2.0M 14% Sep 2022

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Atlantic Private Wealth 42k $1.9M 0% Sep 2022
CWM 33k $1.6M 0% Sep 2022
Accredited Investors 30k $1.4M 17% Sep 2022
Grubman Wealth Management 29k $1.6M 100% Dec 2022
Horst & Graben Wealth Management 23k $1.3M 8% Dec 2022
Balasa Dinverno & Foltz 22k $1.0M 23% Sep 2022
Royal Bank of Canada 21k $982k 100% Sep 2022
Kestra Advisory Services 21k $1.1M -1% Dec 2022
Prudential Financial 21k $961k 100% Sep 2022
Sharkey, Howes & Javer 20k $1.1M 31% Dec 2022
Wealthsource Partners 20k $912k -12% Sep 2022
Biltmore Family Office 20k $909k 0% Sep 2022
Cambridge Investment Research Advisors 17k $793k -10% Sep 2022
Opes Wealth Management 16k $877k 2% Dec 2022
Wade Financial Advisory 16k $839k 129% Dec 2022
Janney Montgomery Scott 15k $698k 16% Sep 2022
Crestone Asset Management 14k $635k 1% Sep 2022
JMG Financial Group 13k $713k 6% Dec 2022
Austin Private Wealth 11k $500k 1% Sep 2022
Assetmark 10k $482k 78% Sep 2022
Leonard Rickey Investment Advisors P 10k $560k 12% Dec 2022
Empirical Financial Services, LLC d/b/a Empirical Wealth Management 10k $473k 100% Sep 2022
VERITY Wealth Advisors 9.4k $509k -12% Dec 2022
Diversified Trust Company 9.2k $498k -27% Dec 2022
AE Wealth Management 8.6k $464k -10% Dec 2022
UBS Group 8.3k $385k 317% Sep 2022
Snowden Capital Advisors 8.2k $381k 21% Sep 2022
Raymond James Financial Services Advisors 8.1k $379k -9% Sep 2022
Congress Wealth Management LLC / DE / 7.6k $352k 25% Sep 2022
FTB Advisors 7.3k $342k 0% Sep 2022
Steward Partners Investment Advisory 7.3k $341k 3% Sep 2022
Regal Investment Advisors 7.3k $338k 6% Sep 2022
Hoxton Planning & Management 6.6k $359k 100% Dec 2022
Keystone Financial Services 6.6k $320k -3% Sep 2022
3D/L Capital Management 6.5k $305k 0% Sep 2022
Johnson Bixby & Associates 6.4k $300k 13% Sep 2022
Coldstream Capital Management 6.3k $341k 0% Dec 2022
Orion Portfolio Solutions 6.0k $277k 12% Sep 2022
Aire Advisors 6.0k $277k 34% Sep 2022
Pathway Financial Advisors 5.9k $320k -28% Dec 2022
Strategic Blueprint 5.7k $310k -19% Dec 2022
Patriot Financial Group Insurance Agency 5.4k $293k 0% Dec 2022
IFP Advisors 5.3k $275k 77% Sep 2022
Mount Yale Investment Advisors 5.2k $242k 100% Sep 2022
H D Vest Advisory Services 4.9k $227k 13% Sep 2022
National Asset Management 4.5k $209k -14% Sep 2022
MA Private Wealth 4.4k $211k 100% Sep 2022
Vista Wealth Management Group 4.2k $202k 0% Sep 2022
Dentgroup 4.0k $219k 100% Dec 2022
West Wealth Group 3.7k $203k 100% Dec 2022
Aptus Capital Advisors 3.1k $142k 0% Sep 2022
EverSource Wealth Advisors 2.8k $132k 2% Sep 2022
AdvisorNet Financial 2.7k $146k -3% Dec 2022
Creative Financial Designs 2.6k $122k -1% Sep 2022
SOA Wealth Advisors 2.4k $131k 251% Dec 2022
Sugarloaf Wealth Management 1.7k $78k 100% Sep 2022
Pecaut & Co. 1.7k $77k -17% Sep 2022
Oliver Lagore Vanvalin Investment Group 1.6k $76k -7% Sep 2022
Your Advocates 1.0k $56k 43% Dec 2022
Sargent Bickham Lagudis 939.00 $51k 1% Dec 2022
FinTrust Capital Advisors 881.00 $42k 100% Sep 2022
Bank Of Montreal 880.00 $44k 20% Sep 2022
National Bank Of Canada /fi/ 679.00 $37k 0% Dec 2022
Baystate Wealth Management 643.00 $35k 100% Dec 2022
Pnc Financial Services 579.00 $22k 27% Sep 2022
Tortoise Investment Management 470.00 $22k 141% Sep 2022
Absolute Capital Management 416.00 $19k 100% Sep 2022
Harbour Investments 372.00 $19k 0% Sep 2022
Clearview Wealth Advisors 188.00 $10k -58% Dec 2022
Rockefeller Capital Management 48.00 $2.0k 100% Sep 2022
Parallel Advisors 12.00 $999.999600 100% Sep 2022
FMR 1.00 $0 0% Sep 2022

Who sold out of Ishares Tr?

Fund or Company Name Date Sold Shares Held Valued At
IMPACTfolio Sep 2022 106k $4.9M
One Wealth Advisors Jun 2022 47k $2.5M
Plan Jun 2022 15k $779k
Edge Capital Group Jun 2022 11k $567k
Change Path Jun 2022 4.2k $217k
Raymond James & Associates Jun 2022 4.0k $211k
Captrust Financial Advisors Jun 2022 1.0k $54k
Lindbrook Capital Sep 2022 20.00 $1.0k
Rosenberg Matthew Hamilton Jun 2022 12.00 $999.999600