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 224k $10M 5% Dec 2025
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Bailard 112k $5.2M 0% Dec 2025
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Invera Wealth Advisors 106k $4.9M -2% Dec 2025
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Values Added Financial 80k $3.7M 5% Dec 2025
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Adviser Investments 60k $2.8M -5% Dec 2025
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Cambridge Financial Group 46k $2.1M -46% Dec 2025
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Balanced Rock Investment Advisors 45k $2.1M 1% Dec 2025
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Atlantic Private Wealth 34k $1.6M 0% Dec 2025
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Walkner Condon Financial Advisors 26k $1.2M 6% Dec 2025
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Plum Street Advisors 24k $1.1M 46% Dec 2025
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Lazard Asset Management 22k $1.0M -5% Dec 2025
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SageView Advisory Group 20k $933k -2% Dec 2025
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Robertson Stephens Wealth Management 17k $783k 0% Dec 2025
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Advisor Group Holdings 15k $691k 2% Dec 2025
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Gould Asset Management 13k $590k 0% Sep 2025
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Mml Investors Services 13k $597k 4% Dec 2025
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Ally Invest Advisors 11k $495k -10% Dec 2025
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Royal Bank of Canada 10k $449k -10% Sep 2025
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Haverford Trust Company 9.9k $459k 0% Dec 2025
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Stratos Wealth Partners 9.5k $444k 53% Dec 2025
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Beacon Pointe Advisors 9.3k $432k 7% Dec 2025
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Pathstone Holdings 8.8k $411k -25% Dec 2025
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Talisman Wealth Advisors 8.8k $214k 100% Dec 2025
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Summit Wealth Group Llc / Co 8.4k $389k 100% Dec 2025
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MAI Wealth Advisors 8.3k $388k 6% Dec 2025
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Modern Wealth Management 7.9k $368k 0% Dec 2025
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RFG Advisory 7.3k $339k 100% Dec 2025
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Abacus Planning Group 7.1k $328k 0% Dec 2025
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Asset Dedication 6.6k $305k 0% Dec 2025
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KWB Wealth 6.4k $297k 100% Dec 2025
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B&l Asset Management 5.5k $254k 100% Dec 2025
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Cetera Investment Advisers 5.3k $248k -2% Dec 2025
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Optas 5.3k $245k -1% Dec 2025
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Diversified Trust Company 5.1k $236k 0% Dec 2025
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Savant Capital Management 4.8k $225k 2% Dec 2025
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Main Street Financial Solutions 4.7k $220k -34% Dec 2025
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Financially in Tune 4.6k $213k 100% Dec 2025
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Stewardship Advisors 4.3k $202k 100% Dec 2025
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Biltmore Family Office 2.9k $134k 0% Dec 2025
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NBT Bank 2.6k $119k 13% Dec 2025
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Steward Partners Investment Advisory 2.2k $101k 0% Dec 2025
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Raelipskie Partnership 2.2k $101k -2% Dec 2025
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Longview Financial Advisors 1.9k $90k -3% Dec 2025
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Smartleaf Asset Management 1.3k $59k 0% Dec 2025
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Kestra Advisory Services 780.00 $36k 100% Dec 2025
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UMA Financial Services 555.00 $26k -5% Dec 2025
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Farther Finance Advisors 210.00 $9.8k 100% Dec 2025
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Triumph Capital Management 115.00 $5.4k 100% Dec 2025
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Aptus Capital Advisors 75.00 $3.5k 100% Dec 2025
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Wolff Wiese Magana 46.00 $2.1k 18% Dec 2025
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Birchbrook 43.00 $2.0k 0% Dec 2025
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UBS Group 33.00 $1.5k 38% Dec 2025
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Federation des caisses Desjardins du Quebec 30.00 $1.4k 0% Dec 2025
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Wells Fargo & Company 1.00 $45.000000 0% Dec 2025
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Who sold out of Ishares Tr?

Fund or Company Name Date Sold Shares Held Valued At
Old Mission Capital Sep 2025 33k $1.5M
Envestnet Asset Management Sep 2025 12k $523k
Goldman Sachs Group Sep 2025 4.8k $217k
GPS Wealth Strategies Group Sep 2025 172.00 $7.8k