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 Actions
Cardinal Point Capital Management, ULC 62k $2.2M 9% Sep 2025
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Citadel Advisors 18k $613k 100% Sep 2025
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Bond & Devick Financial Network 11k $399k 100% Sep 2025
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Lodestar Private Asset Management 7.0k $244k 100% Sep 2025
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Sequoia Financial Advisors 6.4k $225k 100% Sep 2025
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Martin Worley Group 6.4k $215k 100% Jun 2025
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Westmount Partners 5.8k $204k 100% Sep 2025
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AdvisorNet Financial 5.8k $202k 4% Sep 2025
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Richard Bernstein Advisors 4.2k $150k -7% Sep 2025
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TrueNorth 1.8k $64k -90% Sep 2025
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Advisor Group Holdings 1.1k $38k 18% Sep 2025
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Parallel Advisors 768.00 $27k 1% Sep 2025
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Morgan Stanley 362.00 $14k 100% Jun 2025
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UBS Group 273.00 $9.6k 100% Sep 2025
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Mascoma Wealth Management 146.00 $5.1k 0% Sep 2025
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CoreCap Advisors 104.00 $3.6k 0% Sep 2025
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Triumph Capital Management 86.00 $3.0k 100% Sep 2025
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Who sold out of Ishares Tr?

Fund or Company Name Date Sold Shares Held Valued At
Jpmorgan Chase & Co Mar 2025 13k $401k