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 Portfolio Solutions | 495k | $32M | 100% | Dec 2023 |
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| Hanson McClain Advisors | 171k | $12M | 7% | Mar 2024 |
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| Jpmorgan Chase & Co | 164k | $11M | -7% | Dec 2023 |
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| SigFig Wealth Management | 148k | $9.4M | 18% | Dec 2023 |
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| Park Avenue Securities | 145k | $9.8M | 4% | Mar 2024 |
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| Advisor Group Holdings | 141k | $9.0M | -27% | Dec 2023 |
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| Adviser Investments | 96k | $6.1M | -24% | Dec 2023 |
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| Invera Wealth Advisors | 69k | $4.5M | 1% | Mar 2024 |
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| Jane Street | 66k | $4.2M | 100% | Dec 2023 |
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| Financial Connections Group | 56k | $3.6M | 9% | Dec 2023 |
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| UBS Group | 55k | $3.5M | 58% | Dec 2023 |
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| HighTower Advisors | 54k | $3.4M | 1% | Dec 2023 |
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| One Wealth Advisors | 51k | $3.5M | -15% | Mar 2024 |
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| Bank of America Corporation | 50k | $3.2M | 123% | Dec 2023 |
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| Klaas Financial Asset Advisors | 49k | $3.3M | 4% | Mar 2024 |
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| Accredited Investors | 48k | $3.0M | 18% | Dec 2023 |
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| Walkner Condon Financial Advisors | 46k | $3.2M | 0% | Mar 2024 |
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| TD Waterhouse Canada | 44k | $2.7M | 0% | Dec 2023 |
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| Atlantic Private Wealth | 43k | $2.7M | -1% | Dec 2023 |
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| Atria Wealth Solutions | 39k | $2.5M | 2% | Dec 2023 |
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| Royal Bank of Canada | 37k | $2.4M | -4% | Dec 2023 |
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| Values Added Financial | 35k | $2.4M | -1% | Mar 2024 |
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| CI Private Wealth | 30k | $1.9M | 2% | Dec 2023 |
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| Regatta Capital Group | 27k | $1.9M | 100% | Mar 2024 |
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| Flow Traders US | 27k | $1.7M | -73% | Dec 2023 |
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| Grubman Wealth Management | 26k | $1.7M | -2% | Dec 2023 |
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| Fiera Capital Corporation | 26k | $1.7M | 297% | Dec 2023 |
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| Albion Financial Group | 26k | $1.8M | 6% | Mar 2024 |
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| Cambridge Investment Research Advisors | 25k | $1.7M | 10% | Mar 2024 |
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| United Capital Financial Advisers | 25k | $1.6M | 100% | Dec 2023 |
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| Assetmark | 25k | $1.6M | 10% | Dec 2023 |
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| Horst & Graben Wealth Management | 24k | $1.6M | 4% | Mar 2024 |
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| Opes Wealth Management | 24k | $1.5M | 0% | Dec 2023 |
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| Dohj | 23k | $1.6M | 100% | Mar 2024 |
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| Sharkey, Howes & Javer | 21k | $1.4M | 0% | Mar 2024 |
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| Janney Montgomery Scott | 21k | $1.3M | 9% | Dec 2023 |
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| Atwater Malick | 21k | $1.4M | 8% | Mar 2024 |
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| Halbert Hargrove Global Advisors | 19k | $1.3M | 2% | Mar 2024 |
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| Plan | 18k | $1.2M | 0% | Dec 2023 |
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| Equita Financial Network | 18k | $1.2M | 5% | Dec 2023 |
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| Commonwealth Equity Services | 18k | $1.1M | 0% | Dec 2023 |
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| Wade Financial Advisory | 18k | $1.1M | 0% | Dec 2023 |
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| Steward Partners Investment Advisory | 17k | $1.1M | 14% | Dec 2023 |
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| Wealthsource Partners | 16k | $1.0M | -5% | Dec 2023 |
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| Congress Wealth Management LLC / DE / | 15k | $1.0M | -1% | Mar 2024 |
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| Gould Asset Management | 14k | $898k | 38% | Dec 2023 |
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| Lazard Asset Management | 14k | $882k | 0% | Dec 2023 |
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| Carnegie Capital Asset Management | 14k | $863k | -4% | Dec 2023 |
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| Bank of New York Mellon | 13k | $914k | 6% | Mar 2024 |
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| VERITY Wealth Advisors | 13k | $875k | 28% | Mar 2024 |
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| Wells Fargo & Company | 13k | $800k | 76% | Dec 2023 |
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| TCWP | 12k | $768k | -21% | Dec 2023 |
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| We Are One Seven | 12k | $768k | 100% | Dec 2023 |
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| Austin Private Wealth | 12k | $814k | 10% | Mar 2024 |
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| JMG Financial Group | 12k | $762k | -19% | Dec 2023 |
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| Pathstone Holdings | 12k | $759k | 100% | Dec 2023 |
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| Skyline Advisors | 12k | $804k | 3% | Mar 2024 |
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| Leonard Rickey Investment Advisors P | 11k | $744k | -2% | Mar 2024 |
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| Wealth Alliance | 11k | $694k | 1% | Dec 2023 |
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| Crestone Asset Management | 11k | $692k | 8% | Dec 2023 |
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| Revolve Wealth Partners | 11k | $724k | 39% | Mar 2024 |
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| Dfpg Investments | 11k | $660k | -6% | Dec 2023 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 10k | $648k | 0% | Dec 2023 |
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| Hart & Patterson Financial Group | 9.3k | $636k | 69% | Mar 2024 |
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| Moors & Cabot | 8.8k | $560k | 19% | Dec 2023 |
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| Diversified Trust Company | 8.8k | $597k | 2% | Mar 2024 |
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| Kestra Advisory Services | 8.8k | $559k | -3% | Dec 2023 |
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| Creative Planning | 8.3k | $530k | 100% | Dec 2023 |
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| Stratos Wealth Partners | 8.3k | $565k | -8% | Mar 2024 |
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| MA Private Wealth | 8.0k | $513k | 0% | Dec 2023 |
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| H D Vest Advisory Services | 8.0k | $509k | 1% | Dec 2023 |
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| Financial Gravity Wealth | 7.7k | $105k | 0% | Dec 2023 |
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| Bank Of Montreal | 7.7k | $495k | 1048% | Dec 2023 |
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| Pensionmark Financial Group | 7.5k | $477k | 6% | Dec 2023 |
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| Snowden Capital Advisors | 7.4k | $474k | 2% | Dec 2023 |
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| AE Wealth Management | 7.0k | $452k | -3% | Dec 2023 |
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| Optas | 6.8k | $463k | -11% | Mar 2024 |
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| Main Street Financial Solutions | 6.5k | $443k | -2% | Mar 2024 |
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| Betterment | 6.5k | $414k | -3% | Dec 2023 |
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| Agf Management | 6.0k | $383k | -6% | Dec 2023 |
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| FTB Advisors | 6.0k | $381k | -2% | Dec 2023 |
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| Wrapmanager | 6.0k | $381k | -4% | Dec 2023 |
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| Orion Portfolio Solutions | 5.8k | $365k | 7% | Dec 2023 |
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| Strategic Blueprint | 5.7k | $391k | 3% | Mar 2024 |
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| Keystone Financial Services | 5.6k | $360k | 13% | Dec 2023 |
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| Johnson Bixby & Associates | 5.5k | $375k | -6% | Mar 2024 |
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| One Wealth Management Investment & Advisory Services | 5.5k | $349k | 100% | Dec 2023 |
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| Townsquare Capital | 5.5k | $349k | -6% | Dec 2023 |
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| Patriot Financial Group Insurance Agency | 5.3k | $337k | 0% | Dec 2023 |
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| Pathway Financial Advisors | 5.2k | $357k | -18% | Mar 2024 |
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| CWM | 5.1k | $351k | -42% | Mar 2024 |
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| Raymond James Financial Services Advisors | 5.1k | $348k | 9% | Mar 2024 |
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| Monterey Private Wealth | 5.1k | $348k | 0% | Mar 2024 |
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| Stratos Wealth Advisors | 5.0k | $343k | 1% | Mar 2024 |
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| 5th Street Advisors | 5.0k | $321k | -1% | Dec 2023 |
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| Aire Advisors | 5.0k | $320k | 0% | Dec 2023 |
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| Farther Finance Advisors | 4.9k | $313k | -3% | Dec 2023 |
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| Perigon Wealth Management | 4.1k | $264k | -3% | Dec 2023 |
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| West Wealth Group | 3.9k | $252k | 3% | Dec 2023 |
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| National Asset Management | 3.9k | $247k | -40% | Dec 2023 |
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| Bp Wealth Management | 3.8k | $245k | -17% | Dec 2023 |
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| Venturi Wealth Management | 3.6k | $246k | 2% | Mar 2024 |
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| CoreCap Advisors | 3.6k | $229k | -5% | Dec 2023 |
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| Lincoln National | 3.5k | $227k | -4% | Dec 2023 |
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| Buttonwood Financial Group | 3.4k | $233k | 100% | Mar 2024 |
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| Goodwin Investment Advisory | 3.4k | $217k | -41% | Dec 2023 |
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| Aurum Wealth Management Group | 3.4k | $216k | 100% | Dec 2023 |
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| Proequities | 3.2k | $207M | 316% | Dec 2023 |
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| Apollon Wealth Management | 3.2k | $205k | 100% | Dec 2023 |
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| Kuntz Lesher Capital | 3.2k | $203k | 100% | Dec 2023 |
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| UMA Financial Services | 3.1k | $202k | 100% | Mar 2024 |
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| SOA Wealth Advisors | 3.1k | $209k | 0% | Mar 2024 |
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| Keener Financial Planning | 2.7k | $173k | 100% | Dec 2023 |
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| Spire Wealth Management | 2.4k | $166k | -9% | Mar 2024 |
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| Milestone Investment Advisors | 2.4k | $151k | 0% | Dec 2023 |
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| Harbour Investments | 2.2k | $140k | 18% | Dec 2023 |
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| Advisory Services Network | 2.0k | $130k | 100% | Dec 2023 |
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| Sugarloaf Wealth Management | 1.6k | $112k | 7% | Mar 2024 |
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| Creative Financial Designs | 1.6k | $100k | -3% | Dec 2023 |
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| Capital Analysts | 1.4k | $89k | 3% | Dec 2023 |
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| Principal Securities | 1.4k | $86k | 100% | Dec 2023 |
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| JFS Wealth Advisors | 1.2k | $79k | 100% | Dec 2023 |
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| EverSource Wealth Advisors | 769.00 | $49k | 3% | Dec 2023 |
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| National Bank Of Canada /fi/ | 679.00 | $43k | 0% | Dec 2023 |
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| AdvisorNet Financial | 634.00 | $43k | 7% | Mar 2024 |
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| Oliver Lagore Vanvalin Investment Group | 621.00 | $40k | 4% | Dec 2023 |
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| Emerald Investment Partners | 499.00 | $32k | -5% | Dec 2023 |
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| Pnc Financial Services | 474.00 | $30k | -1% | Dec 2023 |
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| Tortoise Investment Management | 470.00 | $30k | 0% | Dec 2023 |
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| GPS Wealth Strategies Group | 450.00 | $29k | 0% | Dec 2023 |
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| Hanson & Doremus Investment Management | 417.00 | $28k | 100% | Mar 2024 |
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| ORG Partners | 408.00 | $27k | 17% | Dec 2023 |
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| Financial Synergies Wealth Advisors | 274.00 | $19k | 33% | Mar 2024 |
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| Richardson Capital Management | 220.00 | $15k | 100% | Mar 2024 |
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| CVA Family Office | 197.00 | $13k | 100% | Dec 2023 |
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| NBT Bank | 162.00 | $11k | 0% | Mar 2024 |
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| Aspire Private Capital | 145.00 | $9.9k | 3% | Mar 2024 |
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| Arjuna Capital | 107.00 | $6.8k | 100% | Dec 2023 |
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| Morton Brown Family Wealth | 96.00 | $6.5k | 0% | Mar 2024 |
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| PSI Advisors | 81.00 | $5.5k | 0% | Mar 2024 |
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| Cassady Schiller Wealth Management | 74.00 | $4.7k | 0% | Dec 2023 |
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| Barrett & Company | 37.00 | $2.5k | 0% | Mar 2024 |
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| D. J. St. Germain | 28.00 | $1.8k | 0% | Dec 2023 |
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| Able Wealth Management | 19.00 | $1.2k | 100% | Dec 2023 |
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| LGT Financial Advisors | 13.00 | $837.999500 | 0% | Dec 2023 |
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Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Sep 2023 | 55k | $3.1M |
| Shotwell Rutter Baer | Dec 2023 | 17k | $1.1M |
| Coldstream Capital Management | Sep 2023 | 6.3k | $359k |
| Private Trust Co Na | Dec 2023 | 5.1k | $323k |
| Raymond James & Associates | Dec 2023 | 3.6k | $231k |
| Pecaut & Co. | Sep 2023 | 781.00 | $45k |
| McGlone Suttner Wealth Management | Dec 2023 | 560.00 | $36k |
| Bourgeon Capital Management | Dec 2023 | 480.00 | $31k |
| Tennessee Valley Asset Management Partners | Dec 2023 | 400.00 | $26k |
| Bessemer | Sep 2023 | 140.00 | $8.0k |
| Cornerstone Planning Group | Sep 2023 | 39.00 | $2.2k |
| Buck Wealth Strategies | Sep 2023 | 27.00 | $1.5k |
| Raleigh Capital Management | Sep 2023 | 19.00 | $1.1k |