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 145k $5.4M 12% Dec 2024
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Invera Wealth Advisors 115k $4.4M 2% Dec 2024
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Bailard 91k $3.4M 4% Dec 2024
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Balanced Rock Investment Advisors 63k $2.4M -31% Dec 2024
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Adviser Investments 58k $2.1M 1% Dec 2024
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Federation des caisses Desjardins du Quebec 41k $1.7M 26% Sep 2024
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Values Added Financial 38k $1.4M 14% Dec 2024
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Walkner Condon Financial Advisors 36k $1.3M 2% Dec 2024
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Atlantic Private Wealth 34k $1.4M 10% Sep 2024
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Lazard Asset Management 23k $852k -2% Dec 2024
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Goldman Sachs Group 16k $593k 100% Dec 2024
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Clarius 13k $498k 0% Dec 2024
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Gould Asset Management 13k $485k 0% Dec 2024
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Pathstone Holdings 13k $465k -7% Dec 2024
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Mml Investors Services 11k $398k -5% Dec 2024
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Envestnet Asset Management 11k $396k 2% Dec 2024
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Optas 11k $391k 8% Dec 2024
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Congress Wealth Management LLC / DE / 9.3k $347k 1% Dec 2024
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Wade Financial Advisory 8.6k $322k -1% Dec 2024
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Royal Bank of Canada 8.5k $316k 0% Dec 2024
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Ally Invest Advisors 8.4k $312k 4% Dec 2024
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Stratos Wealth Partners 7.8k $290k 50% Dec 2024
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Financial Insights 7.4k $275k 100% Dec 2024
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Main Street Financial Solutions 7.3k $274k 15% Dec 2024
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MAI Wealth Advisors 7.1k $265k 100% Dec 2024
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Abacus Planning Group 7.1k $263k 3% Dec 2024
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Hart & Patterson Financial Group 6.8k $252k 5% Dec 2024
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Asset Dedication 6.6k $244k -2% Dec 2024
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Parkworth Wealth Management 5.0k $185k 100% Dec 2024
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Biltmore Family Office 3.0k $111k -2% Dec 2024
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NBT Bank 2.3k $84k 0% Dec 2024
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Raelipskie Partnership 2.2k $82k 0% Dec 2024
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Steward Partners Investment Advisory 2.2k $81k 0% Dec 2024
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Advisor Group Holdings 906.00 $37k 0% Dec 2024
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UMA Financial Services 542.00 $20k 100% Dec 2024
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UBS Group 388.00 $15k 100% Dec 2024
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GPS Wealth Strategies Group 227.00 $8.5k 0% Dec 2024
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Geneos Wealth Management 199.00 $7.4k -2% Dec 2024
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Principal Securities 50.00 $1.9k 100% Dec 2024
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Tower Research Capital 1.00 $37.000000 100% Dec 2024
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Wells Fargo & Company 1.00 $31.000000 100% Dec 2024
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Morgan Stanley 1.00 $42.000000 100% Dec 2024
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Who sold out of Ishares Tr?

Fund or Company Name Date Sold Shares Held Valued At
Old Mission Capital Sep 2024 70k $2.8M
Citadel Advisors Sep 2024 18k $724k
Wrapmanager Sep 2024 8.0k $323k