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 219k $13M -5% Jun 2026
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Bailard 133k $7.7M 5% Jun 2026
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Invera Wealth Advisors 99k $5.7M -7% Jun 2026
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Values Added Financial 93k $5.4M 6% Jun 2026
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Adviser Investments 59k $3.4M 0% Jun 2026
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Balanced Rock Investment Advisors 41k $2.4M -5% Jun 2026
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Atlantic Private Wealth 30k $1.7M -11% Jun 2026
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Robertson Stephens Wealth Management 29k $1.7M -4% Jun 2026
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Walkner Condon Financial Advisors 25k $1.4M -2% Jun 2026
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Plum Street Advisors 24k $1.4M 3% Jun 2026
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Lazard Asset Management 22k $1.3M 0% Jun 2026
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Creative Planning 22k $1.2M 1% Jun 2026
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SageView Advisory Group 20k $1.2M 0% Jun 2026
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Royal Bank of Canada 17k $984k 10% Jun 2026
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Advisor Group Holdings 17k $970k 9% Jun 2026
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Beacon Pointe Advisors 14k $836k 35% Jun 2026
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Pathstone Holdings 13k $750k 1% Jun 2026
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Gould Asset Management 13k $727k 0% Jun 2026
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Mml Investors Services 11k $612k 20% Jun 2026
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Ally Invest Advisors 11k $608k 2% Jun 2026
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Stratos Wealth Partners 10k $586k 9% Jun 2026
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Brown Advisory Holdings Incorporated 10k $580k 100% Jun 2026
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MAI Wealth Advisors 9.9k $573k 3% Jun 2026
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Haverford Trust Company 9.9k $571k 0% Jun 2026
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LPL Financial 8.5k $492k 59% Jun 2026
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Summit Wealth Group Llc / Co 7.6k $442k -8% Jun 2026
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Cambridge Financial Group 7.1k $413k 0% Jun 2026
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Abacus Planning Group 6.7k $389k -5% Jun 2026
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Asset Dedication 6.6k $380k 0% Jun 2026
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Modern Wealth Management 6.0k $348k -24% Jun 2026
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Savant Capital Management 5.2k $302k 8% Jun 2026
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Diversified Trust Company 5.1k $294k 0% Jun 2026
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Main Street Financial Solutions 5.0k $292k 0% Jun 2026
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Cetera Investment Advisers 4.8k $279k -5% Jun 2026
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Financially in Tune 4.6k $219k 0% Mar 2026
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Envestnet Asset Management 4.5k $264k 100% Jun 2026
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Belpointe Asset Management 4.1k $239k -39% Jun 2026
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Fortis Capital Advisors 4.1k $239k -39% Jun 2026
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B&l Asset Management 4.1k $239k -39% Jun 2026
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Stewardship Advisors 4.0k $231k -8% Jun 2026
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Optas 3.9k $224k -56% Jun 2026
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KWB Wealth 3.8k $222k -36% Jun 2026
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Biltmore Family Office 2.9k $167k 0% Jun 2026
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NBT Bank 2.6k $148k 0% Jun 2026
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Steward Partners Investment Advisory 2.2k $126k 0% Jun 2026
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Raelipskie Partnership 2.2k $125k 0% Jun 2026
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Smartleaf Asset Management 1.3k $72k 0% Jun 2026
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Assetmark 1.2k $67k 100% Jun 2026
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TrueNorth 1.2k $67k 100% Jun 2026
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Longview Financial Advisors 1.2k $67k -39% Jun 2026
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IFG Advisory 960.00 $56k 100% Jun 2026
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Action Point Financial Planning 751.00 $43k 100% Jun 2026
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Farther Finance Advisors 645.00 $37k 207% Jun 2026
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Mather Group 470.00 $27k 100% Jun 2026
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Timmons Wealth Management 464.00 $27k -14% Jun 2026
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Pension & Wealth Management Advisors 351.00 $20k -8% Jun 2026
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Triumph Capital Management 115.00 $5.5k 0% Mar 2026
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FMR 110.00 $6.4k -2% Jun 2026
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Aptus Capital Advisors 95.00 $5.5k -5% Jun 2026
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Jpmorgan Chase & Co 68.00 $3.9k 100% Jun 2026
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Wolff Wiese Magana 46.00 $2.7k 0% Jun 2026
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Birchbrook 43.00 $2.5k 0% Jun 2026
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Federation des caisses Desjardins du Quebec 30.00 $1.7k 0% Jun 2026
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Anchor Bay Capital 13.00 $732.999800 100% Jun 2026
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Wells Fargo & Company 1.00 $46.000000 0% Jun 2026
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Morgan Stanley 1.00 $63.000000 -100% Mar 2026
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Who sold out of Ishares Tr?

Fund or Company Name Date Sold Shares Held Valued At
Strategic Financial Planning Mar 2026 27k $1.8M
Advisory Services Network Mar 2026 67.00 $3.2k