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 | 845k | $64M | 3% | Dec 2025 |
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| TrueNorth | 733k | $55M | 0% | Dec 2025 |
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| Sei Investments | 358k | $27M | 9% | Dec 2025 |
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| Sbe Llc Dba Cedar Cove Wealth Partners | 237k | $18M | 100% | Mar 2026 |
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| Hanson McClain Advisors | 177k | $13M | -1% | Dec 2025 |
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| Adviser Investments | 145k | $11M | 11% | Dec 2025 |
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| Park Avenue Securities | 107k | $8.1M | 100% | Mar 2026 |
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| Values Added Financial | 107k | $8.0M | 11% | Mar 2026 |
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| Bailard | 90k | $6.8M | 15% | Dec 2025 |
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| LPL Financial | 85k | $6.4M | 41% | Dec 2025 |
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| Accredited Investors | 83k | $6.3M | 5% | Dec 2025 |
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| Financial Connections Group | 77k | $5.8M | 1% | Dec 2025 |
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| Apella Capital | 76k | $6.2M | 100% | Mar 2026 |
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| Invera Wealth Advisors | 67k | $5.0M | 2% | Mar 2026 |
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| HighTower Advisors | 62k | $4.7M | -9% | Dec 2025 |
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| Balanced Rock Investment Advisors | 62k | $4.7M | 1% | Dec 2025 |
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| Flow Traders US | 58k | $4.4M | -73% | Dec 2025 |
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| Regatta Capital Group | 57k | $4.3M | 5% | Mar 2026 |
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| UBS Group | 55k | $4.2M | 1% | Dec 2025 |
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| Susquehanna International | 53k | $4.0M | -8% | Dec 2025 |
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| CWM | 49k | $3.6M | 5% | Dec 2025 |
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| Walkner Condon Financial Advisors | 48k | $3.6M | 9% | Dec 2025 |
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| TD Waterhouse Canada | 44k | $3.3M | 0% | Dec 2025 |
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| Atlantic Private Wealth | 42k | $3.2M | 0% | Dec 2025 |
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| FMR | 41k | $3.1M | -9% | Dec 2025 |
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| Cetera Investment Advisers | 40k | $3.0M | 2% | Dec 2025 |
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| Equita Financial Network | 39k | $3.0M | 3% | Mar 2026 |
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| Albion Financial Group | 38k | $2.9M | -3% | Dec 2025 |
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| Janney Montgomery Scott | 38k | $2.9M | 493% | Mar 2026 |
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| Decker Retirement Planning | 34k | $2.6M | 10% | Mar 2026 |
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| Atwater Malick | 33k | $2.5M | 3% | Mar 2026 |
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| Westfuller Advisors | 32k | $2.4M | 3% | Dec 2025 |
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| CI Private Wealth | 32k | $2.4M | -7% | Dec 2025 |
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| Fiera Capital Corporation | 30k | $2.3M | 21% | Dec 2025 |
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| Advisor Group Holdings | 30k | $2.2M | -10% | Dec 2025 |
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| Thrivent Financial for Lutherans | 30k | $2.2M | 983% | Dec 2025 |
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| One Wealth Advisors | 29k | $2.2M | 105% | Mar 2026 |
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| Arjuna Capital | 29k | $2.2M | 0% | Dec 2025 |
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| Modern Wealth Management | 29k | $2.2M | 42% | Dec 2025 |
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| NorthRock Partners | 28k | $2.1M | 100% | Dec 2025 |
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| Pathstone Holdings | 28k | $2.1M | -3% | Dec 2025 |
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| Sofi Wealth | 27k | $2.0M | 22% | Dec 2025 |
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| Goss Wealth Management | 25k | $1.9M | 1% | Dec 2025 |
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| XY Planning Network | 25k | $1.9M | 3% | Mar 2026 |
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| Archer Investment Management | 24k | $1.8M | 100% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 23k | $1.7M | 5% | Dec 2025 |
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| Wells Fargo & Company | 21k | $1.6M | 10% | Dec 2025 |
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| Commonwealth Equity Services | 20k | $1.5M | -27% | Dec 2025 |
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| Opes Wealth Management | 20k | $1.5M | 1% | Dec 2025 |
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| Jane Street | 20k | $1.5M | -71% | Dec 2025 |
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| Shotwell Rutter Baer | 20k | $1.5M | 0% | Mar 2026 |
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| Gould Asset Management | 20k | $1.5M | 0% | Dec 2025 |
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| First Pacific Financial | 19k | $1.5M | 0% | Mar 2026 |
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| Warner Financial | 19k | $1.4M | 21% | Mar 2026 |
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| Plan | 18k | $1.4M | 0% | Mar 2026 |
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| Revolve Wealth Partners | 18k | $1.4M | -1% | Mar 2026 |
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| Creative Planning | 17k | $1.3M | 7% | Dec 2025 |
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| Figure 8 Investment Strategies | 17k | $1.3M | 3% | Mar 2026 |
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| Merit Financial Group | 17k | $1.2M | 100% | Mar 2026 |
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| Perigon Wealth Management | 15k | $1.1M | 37% | Mar 2026 |
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| Beacon Pointe Advisors | 15k | $1.1M | 9% | Dec 2025 |
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| Sharkey, Howes & Javer | 15k | $1.1M | 100% | Mar 2026 |
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| Farther Finance Advisors | 14k | $1.1M | 6% | Mar 2026 |
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| Robertson Stephens Wealth Management | 14k | $1.1M | 0% | Dec 2025 |
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| Envestnet Asset Management | 14k | $1.0M | -40% | Dec 2025 |
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| Summit Wealth Group Llc / Co | 14k | $1.0M | 1% | Mar 2026 |
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| VERITY Wealth Advisors | 13k | $1.0M | 1% | Mar 2026 |
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| Lazard Asset Management | 13k | $993k | 0% | Dec 2025 |
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| Moors & Cabot | 13k | $956k | 5% | Dec 2025 |
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| Ally Invest Advisors | 12k | $928k | -8% | Dec 2025 |
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| Diversified Trust Company | 12k | $926k | 0% | Mar 2026 |
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| SigFig Wealth Management | 12k | $889k | -95% | Mar 2026 |
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| Resources Investment Advisors | 12k | $883k | -14% | Dec 2025 |
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| Mml Investors Services | 11k | $815k | 5% | Dec 2025 |
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| Stratos Wealth Partners | 11k | $815k | 10% | Dec 2025 |
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| Urban Financial Advisory Corp | 11k | $797k | 3% | Dec 2025 |
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| Magnus Financial Group | 11k | $794k | -1% | Mar 2026 |
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| Skyline Advisors | 9.9k | $746k | -3% | Mar 2026 |
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| JMG Financial Group | 9.2k | $691k | 0% | Dec 2025 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 9.2k | $688k | 0% | Dec 2025 |
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| Franklin Resources | 9.1k | $681k | 0% | Dec 2025 |
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| Betterment | 8.9k | $668k | -4% | Dec 2025 |
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| Cambridge Investment Research Advisors | 8.8k | $661k | -16% | Dec 2025 |
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| HPM Partners | 8.6k | $648k | 0% | Dec 2025 |
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| Leonard Rickey Investment Advisors P | 8.2k | $621k | 0% | Mar 2026 |
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| MA Private Wealth | 8.0k | $601k | 0% | Dec 2025 |
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| MAI Wealth Advisors | 8.0k | $599k | 3% | Dec 2025 |
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| Klaas Financial Asset Advisors | 7.8k | $590k | -83% | Mar 2026 |
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| RFG Advisory | 7.6k | $577k | 165% | Mar 2026 |
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| Sanctuary Advisors | 7.6k | $573k | 1% | Dec 2025 |
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| Kestra Advisory Services | 7.2k | $543k | -1% | Dec 2025 |
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| Stewardship Advisors | 7.1k | $537k | 2% | Mar 2026 |
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| Savant Capital Management | 7.0k | $524k | 3% | Dec 2025 |
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| Avise Financial Cooperative | 6.7k | $508k | 100% | Mar 2026 |
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| Raymond James Financial | 6.4k | $478k | -33% | Dec 2025 |
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| Mariner Wealth Advisors | 6.3k | $476k | 102% | Dec 2025 |
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| Ariadne Wealth Management | 6.3k | $508k | 1% | Dec 2025 |
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| Haverford Trust Company | 6.1k | $455k | 0% | Dec 2025 |
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| Golden State Wealth Management | 6.0k | $451k | 1% | Dec 2025 |
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| Aptus Capital Advisors | 6.0k | $449k | 1% | Dec 2025 |
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| Pathway Financial Advisors | 5.9k | $451k | 0% | Mar 2026 |
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| Central Pacific Bank - Trust Division | 5.9k | $442k | 0% | Mar 2026 |
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| Financially in Tune | 5.8k | $435k | 0% | Mar 2026 |
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| Prudential | 5.7k | $428k | -19% | Dec 2025 |
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| Integrated Wealth Concepts | 5.5k | $411k | -77% | Dec 2025 |
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| Ameritas Advisory Services | 5.4k | $406k | 100% | Dec 2025 |
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| Private Advisor | 5.2k | $391k | 3% | Dec 2025 |
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| Optas | 4.7k | $351k | -1% | Dec 2025 |
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| Main Street Financial Solutions | 4.6k | $344k | -28% | Dec 2025 |
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| Sage Financial Management Group | 4.6k | $345k | -5% | Mar 2026 |
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| Steward Partners Investment Advisory | 4.5k | $340k | -21% | Dec 2025 |
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| Kestra Private Wealth Services | 4.5k | $338k | -21% | Mar 2026 |
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| Connecticut Wealth Management | 4.4k | $333k | 10% | Dec 2025 |
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| Agf Management | 4.3k | $323k | 16% | Dec 2025 |
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| Humankind Investments | 4.3k | $323k | 2% | Dec 2025 |
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| Brookstone Capital Management | 4.3k | $322k | 100% | Mar 2026 |
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| Ascent Group | 4.1k | $311k | -1% | Dec 2025 |
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| CoreCap Advisors | 4.1k | $313k | -12% | Mar 2026 |
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| Miracle Mile Advisors | 4.1k | $310k | 0% | Mar 2026 |
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| Savvy Advisors | 4.0k | $304k | 3% | Dec 2025 |
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| Flagship Harbor Advisors | 4.0k | $298k | 6% | Dec 2025 |
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| B&l Asset Management | 3.8k | $284k | 100% | Dec 2025 |
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| Portfolio Design Labs | 3.8k | $283k | 0% | Dec 2025 |
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| Change Path | 3.7k | $282k | 0% | Dec 2025 |
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| O'shaughnessy Asset Management | 3.6k | $273k | 0% | Dec 2025 |
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| Anderson Fisher | 3.6k | $273k | -1% | Dec 2025 |
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| National Wealth Management Group | 3.5k | $265k | 1% | Dec 2025 |
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| Pine Harbor Wealth Management | 3.5k | $260k | 0% | Dec 2025 |
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| SOA Wealth Advisors | 3.4k | $258k | 0% | Dec 2025 |
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| RCS Financial Planning | 3.4k | $256k | 100% | Mar 2026 |
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| Hoxton Planning & Management | 3.4k | $256k | 100% | Mar 2026 |
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| Old Second Wealth Management | 3.3k | $248k | 0% | Mar 2026 |
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| Eqis Capital Management | 3.1k | $234k | 100% | Mar 2026 |
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| West Wealth Group | 3.1k | $232k | 1% | Dec 2025 |
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| Concurrent Investment Advisors | 3.0k | $229k | 100% | Mar 2026 |
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| ValMark Advisers | 3.0k | $225k | 0% | Dec 2025 |
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| Quantinno Capital Management | 3.0k | $224k | 0% | Dec 2025 |
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| Golden State Equity Partners | 2.9k | $219k | 100% | Dec 2025 |
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| PFG Investments | 2.9k | $219k | 100% | Dec 2025 |
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| Kuntz Lesher Capital | 2.8k | $214k | 0% | Mar 2026 |
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| Aufman Associates | 2.8k | $212k | 3% | Dec 2025 |
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| J. Mark Nickell & Co. | 2.8k | $209k | 100% | Dec 2025 |
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| Zacks Investment Management | 2.8k | $208k | 0% | Dec 2025 |
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| Aire Advisors | 2.7k | $202k | 1% | Dec 2025 |
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| SRS Capital Advisors | 2.7k | $200k | 100% | Dec 2025 |
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| Biltmore Family Office | 2.5k | $188k | 0% | Dec 2025 |
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| Milestone Investment Advisors | 2.3k | $176k | -1% | Dec 2025 |
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| Rossmore Private Capital | 2.2k | $167k | 0% | Dec 2025 |
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| Assetmark | 2.0k | $153k | -10% | Dec 2025 |
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| UMA Financial Services | 1.7k | $128k | -28% | Mar 2026 |
|
| Halbert Hargrove Global Advisors | 175.00 | $13k | -98% | Mar 2026 |
|
Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Sep 2025 | 62k | $4.7M |
| Baillie Gifford & Co | Sep 2025 | 35k | $2.7M |
| Hrt Financial | Sep 2025 | 12k | $906k |
| Two Sigma Securities | Sep 2025 | 6.0k | $451k |
| Keystone Financial Services | Sep 2025 | 5.6k | $428k |
| Captrust Financial Advisors | Sep 2025 | 4.0k | $302k |
| Eq | Sep 2025 | 3.9k | $293k |
| Wealth Enhancement Advisory Services | Dec 2025 | 3.3k | $255k |
| Venturi Wealth Management | Dec 2025 | 3.0k | $229k |
| Strategic Blueprint | Sep 2025 | 3.0k | $224k |
| MBE Wealth Management | Dec 2025 | 2.9k | $217k |
| Spectrum Planning & Advisory Services | Dec 2025 | 2.7k | $202k |
| GeoWealth Management | Sep 2025 | 2.6k | $195k |
| Keener Financial Planning | Sep 2025 | 2.4k | $182k |