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
Sei Investments 213k $9.7M 12% Sep 2025
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Bailard 113k $5.1M 3% Sep 2025
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Invera Wealth Advisors 108k $4.9M -2% Sep 2025
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Cambridge Financial Group 86k $3.9M 100% Sep 2025
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Values Added Financial 77k $3.5M 25% Sep 2025
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Adviser Investments 63k $2.8M 0% Sep 2025
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Balanced Rock Investment Advisors 45k $2.0M -3% Sep 2025
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Atlantic Private Wealth 34k $1.5M 0% Sep 2025
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Old Mission Capital 33k $1.5M 197% Sep 2025
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Walkner Condon Financial Advisors 24k $1.1M -26% Sep 2025
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Lazard Asset Management 23k $1.0M 0% Sep 2025
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SageView Advisory Group 20k $925k 3% Sep 2025
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Robertson Stephens Wealth Management 17k $762k 0% Sep 2025
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Plum Street Advisors 17k $748k 1% Sep 2025
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Advisor Group Holdings 15k $657k 613% Sep 2025
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Gould Asset Management 13k $590k 0% Sep 2025
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Mml Investors Services 12k $557k 7% Sep 2025
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Congress Wealth Management LLC / DE / 12k $511k 13% Jun 2025
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Ally Invest Advisors 12k $538k 6% Sep 2025
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Pathstone Holdings 12k $535k 21% Sep 2025
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Envestnet Asset Management 12k $523k -6% Sep 2025
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Royal Bank of Canada 10k $449k -10% Sep 2025
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Haverford Trust Company 9.9k $446k 0% Sep 2025
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Beacon Pointe Advisors 8.7k $395k 100% Sep 2025
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Modern Wealth Management 7.9k $357k 0% Sep 2025
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MAI Wealth Advisors 7.9k $356k 6% Sep 2025
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Main Street Financial Solutions 7.1k $323k 0% Sep 2025
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Abacus Planning Group 7.1k $320k 0% Sep 2025
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Asset Dedication 6.6k $297k 0% Sep 2025
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Stratos Wealth Partners 6.2k $282k 0% Sep 2025
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Cetera Investment Advisers 5.4k $247k 100% Sep 2025
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Optas 5.3k $242k -51% Sep 2025
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Diversified Trust Company 5.1k $230k 0% Sep 2025
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Parkworth Wealth Management 5.0k $212k 0% Jun 2025
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Goldman Sachs Group 4.8k $217k -62% Sep 2025
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Savant Capital Management 4.7k $214k 100% Sep 2025
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Biltmore Family Office 2.9k $130k 0% Sep 2025
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NBT Bank 2.3k $102k 0% Sep 2025
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Raelipskie Partnership 2.2k $100k 0% Sep 2025
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Steward Partners Investment Advisory 2.2k $98k 0% Sep 2025
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Longview Financial Advisors 2.0k $90k -3% Sep 2025
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Smartleaf Asset Management 1.3k $57k 0% Sep 2025
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UMA Financial Services 582.00 $26k 0% Sep 2025
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GPS Wealth Strategies Group 172.00 $7.8k 0% Sep 2025
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Triumph Capital Management 115.00 $5.2k 100% Sep 2025
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Birchbrook 43.00 $1.9k 0% Sep 2025
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Wolff Wiese Magana 39.00 $1.8k 62% Sep 2025
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Federation des caisses Desjardins du Quebec 30.00 $1.4k 0% Sep 2025
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UBS Group 24.00 $1.1k -97% Sep 2025
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Wells Fargo & Company 1.00 $23.000000 100% Sep 2025
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Morgan Stanley 1.00 $54.000000 100% Jun 2025
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Who sold out of Ishares Tr?

Fund or Company Name Date Sold Shares Held Valued At
NorthRock Partners Mar 2025 520.00 $20k