Who owns ISHARES TR?

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
 View chart
Envestnet Asset Management 1.1M $95M 1% Jun 2026
 View chart
TrueNorth 822k $70M 12% Jun 2026
 View chart
BlackRock 775k $66M -8% Jun 2026
 View chart
LPL Financial 417k $35M 16% Jun 2026
 View chart
Sei Investments 390k $33M 4% Jun 2026
 View chart
Sbe Llc Dba Cedar Cove Wealth Partners 246k $21M 4% Jun 2026
 View chart
Envestnet Portfolio Solutions 215k $18M 1% Jun 2026
 View chart
Jpmorgan Chase & Co 212k $18M 100% Jun 2026
 View chart
Hanson McClain Advisors 180k $15M 1% Jun 2026
 View chart
Adviser Investments 152k $13M 2% Jun 2026
 View chart
Susquehanna International 125k $11M -12% Jun 2026
 View chart
Cetera Investment Advisers 113k $9.6M 2% Jun 2026
 View chart
Bailard 108k $9.1M 4% Jun 2026
 View chart
Values Added Financial 108k $9.1M 1% Jun 2026
 View chart
Park Avenue Securities 105k $8.9M -3% Jun 2026
 View chart
Accredited Investors 102k $8.6M 20% Jun 2026
 View chart
Apella Capital 76k $6.3M 0% Jun 2026
 View chart
Thrivent Financial for Lutherans 75k $6.4M 165% Jun 2026
 View chart
Financial Connections Group 75k $5.7M -2% Mar 2026
 View chart
Regatta Capital Group 70k $6.0M 23% Jun 2026
 View chart
Mml Investors Services 69k $5.9M 24% Jun 2026
 View chart
HighTower Advisors 69k $5.8M 8% Jun 2026
 View chart
Invera Wealth Advisors 67k $5.7M 1% Jun 2026
 View chart
Balanced Rock Investment Advisors 63k $5.3M 1% Jun 2026
 View chart
Royal Bank of Canada 59k $5.0M 22% Jun 2026
 View chart
CWM 56k $4.2M 15% Mar 2026
 View chart
Modern Wealth Management 55k $4.6M 17% Jun 2026
 View chart
UBS Group 54k $4.6M 0% Jun 2026
 View chart
Walkner Condon Financial Advisors 48k $4.1M -1% Jun 2026
 View chart
TD Waterhouse Canada 44k $3.7M 0% Jun 2026
 View chart
Sofi Wealth 43k $3.6M 28% Jun 2026
 View chart
Atlantic Private Wealth 43k $3.6M -3% Jun 2026
 View chart
Equita Financial Network 42k $3.6M 8% Jun 2026
 View chart
FMR 42k $3.6M -2% Jun 2026
 View chart
Decker Retirement Planning 39k $3.3M 15% Jun 2026
 View chart
Janney Montgomery Scott 39k $3.3M 3% Jun 2026
 View chart
Albion Financial Group 39k $3.3M 0% Jun 2026
 View chart
Flow Traders US 38k $3.2M 100% Jun 2026
 View chart
Beacon Pointe Advisors 38k $3.2M 24% Jun 2026
 View chart
Advisor Group Holdings 36k $3.0M 21% Jun 2026
 View chart
Robertson Stephens Wealth Management 36k $3.0M 7% Jun 2026
 View chart
Atwater Malick 35k $2.9M 5% Jun 2026
 View chart
Fiera Capital Corporation 34k $2.9M 0% Jun 2026
 View chart
Westfuller Advisors 32k $2.7M -1% Jun 2026
 View chart
Assetmark 31k $2.6M 5% Jun 2026
 View chart
NorthRock Partners 31k $2.6M 0% Jun 2026
 View chart
One Wealth Advisors 30k $2.6M 3% Jun 2026
 View chart
Jane Street 30k $2.5M 50% Jun 2026
 View chart
Avise Financial Cooperative 28k $2.4M 319% Jun 2026
 View chart
Pathstone Holdings 28k $2.4M 7% Jun 2026
 View chart
Wells Fargo & Company 27k $2.3M 13% Jun 2026
 View chart
Integrated Wealth Concepts 26k $2.2M 3% Jun 2026
 View chart
Arjuna Capital 24k $2.1M -22% Jun 2026
 View chart
Resources Investment Advisors 24k $2.0M 0% Jun 2026
 View chart
Cambridge Investment Research Advisors 23k $2.0M 10% Jun 2026
 View chart
Northwestern Mutual Wealth Management Company 23k $1.9M 4% Jun 2026
 View chart
Bank of America Corporation 23k $1.9M 3% Jun 2026
 View chart
Commonwealth Equity Services 22k $1.9M 4% Jun 2026
 View chart
GeoWealth Management 22k $1.9M 21% Jun 2026
 View chart
Brown Advisory Holdings Incorporated 22k $1.9M 451% Jun 2026
 View chart
EP Wealth Advisors 22k $1.8M 100% Jun 2026
 View chart
Archer Investment Management 22k $1.8M -8% Jun 2026
 View chart
Gould Asset Management 21k $1.7M 0% Jun 2026
 View chart
Opes Wealth Management 21k $1.6M 3% Mar 2026
 View chart
Sanctuary Advisors 20k $1.7M 9% Jun 2026
 View chart
Warner Financial 20k $1.7M 8% Jun 2026
 View chart
Shotwell Rutter Baer 20k $1.7M 0% Jun 2026
 View chart
Twin Focus Capital Partners 19k $1.6M 100% Jun 2026
 View chart
Creative Planning 19k $1.6M 14% Jun 2026
 View chart
Figure 8 Investment Strategies 19k $1.6M 11% Jun 2026
 View chart
First Pacific Financial 19k $1.6M -2% Jun 2026
 View chart
Merit Financial Group 18k $1.5M 10% Jun 2026
 View chart
Plan 18k $1.5M -1% Jun 2026
 View chart
Goldman Sachs Group 18k $1.5M -68% Jun 2026
 View chart
Revolve Wealth Partners 18k $1.5M -3% Jun 2026
 View chart
Perigon Wealth Management 17k $1.4M 13% Jun 2026
 View chart
Cornerstone Financial Management 17k $1.4M 6% Jun 2026
 View chart
Urban Financial Advisory Corp 16k $1.4M 55% Jun 2026
 View chart
Farther Finance Advisors 16k $1.4M 16% Jun 2026
 View chart
Horst & Graben Wealth Management 16k $1.3M 2% Jun 2026
 View chart
Lido Advisors 16k $1.3M -4% Jun 2026
 View chart
Stratos Wealth Partners 15k $1.3M 13% Jun 2026
 View chart
Equitable Holdings 15k $1.3M 1% Jun 2026
 View chart
Bank of New York Mellon 15k $1.2M -3% Jun 2026
 View chart
United Capital Financial Advisers 14k $1.2M -10% Jun 2026
 View chart
Goss Wealth Management 14k $1.2M 35% Jun 2026
 View chart
Franklin Resources 14k $1.2M 0% Jun 2026
 View chart
Sharkey, Howes & Javer 14k $1.2M -5% Jun 2026
 View chart
VERITY Wealth Advisors 13k $1.1M 1% Jun 2026
 View chart
Summit Wealth Group Llc / Co 13k $1.1M -1% Jun 2026
 View chart
Ally Invest Advisors 13k $1.1M 7% Jun 2026
 View chart
Lazard Asset Management 13k $1.1M 0% Jun 2026
 View chart
Moors & Cabot 13k $1.1M 1% Jun 2026
 View chart
Raymond James Financial 13k $1.1M 1% Jun 2026
 View chart
CLS Investments 13k $1.1M 11% Jun 2026
 View chart
Steward Partners Investment Advisory 13k $1.1M 9% Jun 2026
 View chart
Diversified Trust Company 12k $1.0M 0% Jun 2026
 View chart
SigFig Wealth Management 12k $996k 1% Jun 2026
 View chart
Davis Wealth Advisors 11k $959k 18% Jun 2026
 View chart
Private Advisor 11k $927k 71% Jun 2026
 View chart
Magnus Financial Group 11k $901k 1% Jun 2026
 View chart
We Are One Seven 10k $846k -1% Jun 2026
 View chart
Vise Technologies 9.7k $819k 100% Jun 2026
 View chart
MAI Wealth Advisors 9.5k $805k 19% Jun 2026
 View chart
Empirical Financial Services, LLC d/b/a Empirical Wealth Management 9.2k $775k 0% Jun 2026
 View chart
Morgan Stanley 9.1k $686k 31% Mar 2026
 View chart
JMG Financial Group 9.0k $765k -2% Jun 2026
 View chart
HPM Partners 8.8k $742k -52% Jun 2026
 View chart
Skyline Advisors 8.6k $730k -13% Jun 2026
 View chart
Wealth Enhancement Advisory Services 8.1k $688k 100% Jun 2026
 View chart
Hartland & Co 8.1k $688k -89% Jun 2026
 View chart
Connecticut Wealth Management 7.9k $669k 66% Jun 2026
 View chart
Klaas Financial Asset Advisors 7.8k $656k -1% Jun 2026
 View chart
Leonard Rickey Investment Advisors P 7.7k $653k -6% Jun 2026
 View chart
MA Private Wealth 7.7k $647k -4% Jun 2026
 View chart
Savant Capital Management 7.6k $647k 10% Jun 2026
 View chart
Kestra Advisory Services 7.2k $607k -2% Jun 2026
 View chart
Stewardship Advisors 7.2k $606k 1% Jun 2026
 View chart
RFG Advisory 7.1k $604k -7% Jun 2026
 View chart
Golden State Wealth Management 6.8k $575k 13% Jun 2026
 View chart
Pathway Financial Advisors 6.6k $554k 11% Jun 2026
 View chart
Pensionmark Financial Group 6.4k $485k 0% Jun 2026
 View chart
Ariadne Wealth Management 6.2k $522k 0% Jun 2026
 View chart
Aptus Capital Advisors 6.1k $514k 0% Jun 2026
 View chart
Haverford Trust Company 6.1k $512k 0% Jun 2026
 View chart
Sagespring Wealth Partners 5.9k $501k 3% Jun 2026
 View chart
Ascent Group 5.9k $496k 6% Jun 2026
 View chart
Central Pacific Bank - Trust Division 5.9k $495k 0% Jun 2026
 View chart
Wealth Alliance 5.8k $489k -2% Jun 2026
 View chart
Financially in Tune 5.8k $435k 0% Mar 2026
 View chart
OpenArc Corporate Advisory 5.6k $472k 4% Jun 2026
 View chart
Regal Investment Advisors 5.5k $463k 1% Jun 2026
 View chart
Kestra Private Wealth Services 5.2k $437k 15% Jun 2026
 View chart
Betterment 5.0k $421k -25% Jun 2026
 View chart
Carnegie Capital Asset Management 4.9k $412k 100% Jun 2026
 View chart
Mission Wealth Management 4.7k $399k 100% Jun 2026
 View chart
Savvy Advisors 4.6k $390k 19% Jun 2026
 View chart
Main Street Financial Solutions 4.5k $378k 2% Jun 2026
 View chart
One Wealth Capital Management 4.3k $363k 9% Jun 2026
 View chart
National Wealth Management Group 4.3k $362k -2% Jun 2026
 View chart
Keystone Financial Services 4.3k $360k 11% Jun 2026
 View chart
CoreCap Advisors 4.2k $359k 3% Jun 2026
 View chart
EverSource Wealth Advisors 4.2k $357k 21% Jun 2026
 View chart
Brookstone Capital Management 4.2k $357k -1% Jun 2026
 View chart
Optas 4.1k $349k -49% Jun 2026
 View chart
Hoxton Planning & Management 4.1k $348k 21% Jun 2026
 View chart
Miracle Mile Advisors 4.1k $345k -1% Jun 2026
 View chart
KWB Wealth 4.0k $339k 100% Jun 2026
 View chart
Navigation Group 4.0k $337k 4% Jun 2026
 View chart
Agf Management 3.7k $313k -10% Jun 2026
 View chart
Sage Financial Management Group 3.5k $297k -23% Jun 2026
 View chart
Gateway Wealth Partners 3.3k $282k -46% Jun 2026
 View chart
Mariner Wealth Advisors 3.0k $255k -69% Jun 2026
 View chart
Change Path 2.6k $220k -50% Jun 2026
 View chart

Who sold out of Ishares Tr?

Fund or Company Name Date Sold Shares Held Valued At
CI Private Wealth Mar 2026 33k $2.5M
XY Planning Network Mar 2026 25k $1.9M
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