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 Asset Management | 1.1M | $84M | 7839% | Mar 2026 |
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| BlackRock | 841k | $64M | 0% | Mar 2026 |
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| TrueNorth | 737k | $56M | 0% | Mar 2026 |
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| Sei Investments | 374k | $28M | 5% | Mar 2026 |
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| LPL Financial | 360k | $27M | 323% | Mar 2026 |
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| Sbe Llc Dba Cedar Cove Wealth Partners | 237k | $18M | 100% | Mar 2026 |
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| Envestnet Portfolio Solutions | 212k | $16M | 100% | Mar 2026 |
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| Hanson McClain Advisors | 177k | $13M | -1% | Dec 2025 |
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| Adviser Investments | 149k | $11M | 3% | Mar 2026 |
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| Cetera Investment Advisers | 111k | $8.4M | 177% | Mar 2026 |
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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 | 104k | $7.9M | 16% | Mar 2026 |
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| Accredited Investors | 85k | $6.4M | 1% | Mar 2026 |
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| Apella Capital | 76k | $6.2M | 100% | Mar 2026 |
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| Financial Connections Group | 75k | $5.7M | -2% | Mar 2026 |
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| Hartland & Co | 75k | $5.6M | 100% | Mar 2026 |
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| Invera Wealth Advisors | 67k | $5.0M | 2% | Mar 2026 |
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| HighTower Advisors | 64k | $4.8M | 2% | Mar 2026 |
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| Balanced Rock Investment Advisors | 62k | $4.7M | 0% | Mar 2026 |
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| Regatta Capital Group | 57k | $4.3M | 5% | Mar 2026 |
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| Mml Investors Services | 56k | $4.2M | 415% | Mar 2026 |
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| Goldman Sachs Group | 56k | $4.2M | 100% | Mar 2026 |
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| UBS Group | 54k | $4.1M | -2% | Mar 2026 |
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| Susquehanna International | 53k | $4.0M | -8% | Dec 2025 |
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| Walkner Condon Financial Advisors | 49k | $3.7M | 3% | Mar 2026 |
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| CWM | 49k | $3.6M | 5% | Dec 2025 |
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| Royal Bank of Canada | 49k | $3.7M | 11% | Mar 2026 |
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| Atlantic Private Wealth | 44k | $3.3M | 5% | Mar 2026 |
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| TD Waterhouse Canada | 44k | $3.3M | 0% | Mar 2026 |
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| FMR | 41k | $3.1M | -9% | Dec 2025 |
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| Equita Financial Network | 39k | $3.0M | 3% | Mar 2026 |
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| Albion Financial Group | 39k | $2.9M | 0% | Mar 2026 |
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| Janney Montgomery Scott | 38k | $2.9M | 493% | Mar 2026 |
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| Fiera Capital Corporation | 34k | $2.6M | 13% | Mar 2026 |
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| Decker Retirement Planning | 34k | $2.6M | 10% | Mar 2026 |
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| Sofi Wealth | 34k | $2.5M | 23% | Mar 2026 |
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| Atwater Malick | 33k | $2.5M | 3% | Mar 2026 |
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| Robertson Stephens Wealth Management | 33k | $2.5M | 136% | Mar 2026 |
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| CI Private Wealth | 33k | $2.5M | 3% | Mar 2026 |
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| Westfuller Advisors | 32k | $2.4M | 0% | Mar 2026 |
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| Arjuna Capital | 31k | $2.3M | 6% | Mar 2026 |
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| NorthRock Partners | 31k | $2.3M | 9% | Mar 2026 |
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| Advisor Group Holdings | 30k | $2.2M | -10% | Dec 2025 |
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| One Wealth Advisors | 29k | $2.2M | 105% | Mar 2026 |
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| Assetmark | 29k | $2.2M | 1344% | Mar 2026 |
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| Modern Wealth Management | 29k | $2.2M | 42% | Dec 2025 |
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| Thrivent Financial for Lutherans | 29k | $2.1M | -4% | Mar 2026 |
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| Pathstone Holdings | 26k | $2.0M | -5% | Mar 2026 |
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| Integrated Wealth Concepts | 25k | $1.9M | 364% | Mar 2026 |
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| XY Planning Network | 25k | $1.9M | 3% | Mar 2026 |
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| Wells Fargo & Company | 24k | $1.8M | 15% | Mar 2026 |
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| Archer Investment Management | 24k | $1.8M | 100% | Mar 2026 |
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| Resources Investment Advisors | 23k | $1.8M | 100% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 22k | $1.7M | -3% | Mar 2026 |
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| Bank of America Corporation | 22k | $1.7M | 100% | Mar 2026 |
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| Commonwealth Equity Services | 21k | $1.6M | 5% | Mar 2026 |
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| Cambridge Investment Research Advisors | 21k | $1.6M | 141% | Mar 2026 |
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| Gould Asset Management | 21k | $1.6M | 6% | Mar 2026 |
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| Opes Wealth Management | 21k | $1.6M | 3% | Mar 2026 |
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| Jane Street | 20k | $1.5M | 2% | Mar 2026 |
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| Shotwell Rutter Baer | 20k | $1.5M | 0% | Mar 2026 |
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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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| Sanctuary Advisors | 19k | $1.4M | 143% | Mar 2026 |
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| GeoWealth Management | 18k | $1.4M | 100% | Mar 2026 |
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| HPM Partners | 18k | $1.4M | 111% | 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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| Figure 8 Investment Strategies | 17k | $1.3M | 3% | Mar 2026 |
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| Creative Planning | 17k | $1.3M | -2% | Mar 2026 |
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| Merit Financial Group | 17k | $1.2M | 100% | Mar 2026 |
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| Lido Advisors | 16k | $1.2M | 100% | Mar 2026 |
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| Cornerstone Financial Management | 16k | $1.2M | 100% | Mar 2026 |
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| United Capital Financial Advisers | 16k | $1.2M | 100% | Mar 2026 |
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| Horst & Graben Wealth Management | 16k | $1.3M | 100% | Mar 2026 |
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| Bank of New York Mellon | 15k | $1.1M | 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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| Equitable Holdings | 15k | $1.1M | 100% | Mar 2026 |
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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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| Franklin Resources | 14k | $1.1M | 54% | Mar 2026 |
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| Stratos Wealth Partners | 14k | $1.0M | 26% | Mar 2026 |
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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 | $997k | 0% | Mar 2026 |
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| Moors & Cabot | 13k | $969k | 1% | Mar 2026 |
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| Ally Invest Advisors | 13k | $944k | 1% | Mar 2026 |
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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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| CLS Investments | 12k | $879k | 100% | Mar 2026 |
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| Steward Partners Investment Advisory | 12k | $873k | 156% | Mar 2026 |
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| Urban Financial Advisory Corp | 11k | $800k | 0% | Mar 2026 |
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| Magnus Financial Group | 11k | $794k | -1% | Mar 2026 |
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| Goss Wealth Management | 11k | $792k | -58% | Mar 2026 |
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| Skyline Advisors | 9.9k | $746k | -3% | Mar 2026 |
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| Mariner Wealth Advisors | 9.8k | $741k | 55% | Mar 2026 |
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| Davis Wealth Advisors | 9.6k | $723k | 100% | Mar 2026 |
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| JMG Financial Group | 9.2k | $696k | 0% | Mar 2026 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 9.2k | $691k | 0% | Mar 2026 |
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| Morgan Stanley | 9.1k | $686k | 31% | Mar 2026 |
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| Betterment | 8.9k | $668k | -4% | Dec 2025 |
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| Leonard Rickey Investment Advisors P | 8.2k | $621k | 0% | Mar 2026 |
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| Optas | 8.1k | $611k | 73% | Mar 2026 |
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| MAI Wealth Advisors | 8.0k | $605k | 1% | Mar 2026 |
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| MA Private Wealth | 8.0k | $603k | 0% | Mar 2026 |
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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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| Kestra Advisory Services | 7.3k | $553k | 1% | Mar 2026 |
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| Stewardship Advisors | 7.1k | $537k | 2% | Mar 2026 |
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| Savant Capital Management | 7.0k | $526k | 0% | Mar 2026 |
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| Investor's Fiduciary Advisor Network | 6.9k | $519k | 100% | Mar 2026 |
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| Avise Financial Cooperative | 6.7k | $508k | 100% | Mar 2026 |
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| Pensionmark Financial Group | 6.4k | $482k | 100% | Mar 2026 |
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| Private Advisor | 6.4k | $482k | 23% | Mar 2026 |
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| Raymond James Financial | 6.4k | $478k | -33% | Dec 2025 |
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| Gateway Wealth Partners | 6.2k | $467k | 100% | Mar 2026 |
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| Ariadne Wealth Management | 6.2k | $465k | -2% | Mar 2026 |
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| Haverford Trust Company | 6.1k | $457k | 0% | Mar 2026 |
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| Aptus Capital Advisors | 6.1k | $457k | 1% | Mar 2026 |
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| Golden State Wealth Management | 6.0k | $454k | 0% | Mar 2026 |
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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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| Sagespring Wealth Partners | 5.8k | $435k | 100% | Mar 2026 |
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| Financially in Tune | 5.8k | $435k | 0% | Mar 2026 |
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| Ameritas Advisory Services | 5.6k | $423k | 4% | Mar 2026 |
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| OpenArc Corporate Advisory | 5.4k | $406k | 100% | Mar 2026 |
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| Change Path | 5.2k | $395k | 40% | Mar 2026 |
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| Connecticut Wealth Management | 4.8k | $359k | 7% | Mar 2026 |
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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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| Kestra Private Wealth Services | 4.5k | $338k | -21% | Mar 2026 |
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| National Wealth Management Group | 4.4k | $329k | 24% | Mar 2026 |
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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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| Agf Management | 4.1k | $309k | -5% | Mar 2026 |
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| Brown Advisory Holdings Incorporated | 4.0k | $302k | 100% | Mar 2026 |
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| Flagship Harbor Advisors | 4.0k | $300k | 0% | Mar 2026 |
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| PFG Investments | 3.9k | $297k | 35% | Mar 2026 |
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| One Wealth Capital Management | 3.9k | $312k | 100% | Mar 2026 |
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| Savvy Advisors | 3.9k | $292k | -4% | Mar 2026 |
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| Wealthgarden F.s | 3.8k | $290k | 100% | Mar 2026 |
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| Keystone Financial Services | 3.8k | $290k | 100% | Mar 2026 |
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| Navigation Group | 3.8k | $289k | 100% | Mar 2026 |
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| Belpointe Asset Management | 3.8k | $285k | 100% | Mar 2026 |
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| Fortis Capital Advisors | 3.8k | $285k | 100% | Mar 2026 |
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| B&l Asset Management | 3.8k | $284k | 100% | Dec 2025 |
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| Prudential | 2.1k | $158k | -63% | Mar 2026 |
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| 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 |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 69k | $5.2M |
| Flow Traders US | Dec 2025 | 58k | $4.4M |
| Humankind Investments | Dec 2025 | 4.3k | $323k |
| Captrust Financial Advisors | Sep 2025 | 4.0k | $302k |