Who owns ISHARES TR?

Tip: Access positions for across all investors

Analyze quarterly positions in Ishares Tr with up to 7 years of data, all consolidated into one spreadsheet

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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 229k $11M 2% Mar 2026
 View chart
Bailard 127k $6.1M 13% Mar 2026
 View chart
Invera Wealth Advisors 107k $5.1M 1% Mar 2026
 View chart
Values Added Financial 87k $4.2M 9% Mar 2026
 View chart
Adviser Investments 59k $2.8M -1% Mar 2026
 View chart
Balanced Rock Investment Advisors 44k $2.1M -3% Mar 2026
 View chart
Atlantic Private Wealth 34k $1.6M 0% Mar 2026
 View chart
Robertson Stephens Wealth Management 31k $1.5M 83% Mar 2026
 View chart
Walkner Condon Financial Advisors 25k $1.2M -1% Mar 2026
 View chart
Plum Street Advisors 24k $1.1M 46% Dec 2025
 View chart
Lazard Asset Management 22k $1.0M 0% Mar 2026
 View chart
Creative Planning 21k $1.0M 100% Mar 2026
 View chart
SageView Advisory Group 20k $933k -2% Dec 2025
 View chart
Royal Bank of Canada 15k $738k 55% Mar 2026
 View chart
Advisor Group Holdings 15k $691k 2% Dec 2025
 View chart
Pathstone Holdings 13k $612k 45% Mar 2026
 View chart
Gould Asset Management 13k $600k -4% Mar 2026
 View chart
Ally Invest Advisors 10k $493k -3% Mar 2026
 View chart
Haverford Trust Company 9.9k $472k 0% Mar 2026
 View chart
MAI Wealth Advisors 9.6k $459k 15% Mar 2026
 View chart
Beacon Pointe Advisors 9.3k $432k 7% Dec 2025
 View chart
Stratos Wealth Partners 9.3k $443k -3% Mar 2026
 View chart
Optas 8.9k $425k 69% Mar 2026
 View chart
Mml Investors Services 8.8k $420k -32% Mar 2026
 View chart
Summit Wealth Group Llc / Co 8.3k $395k -1% Mar 2026
 View chart
Modern Wealth Management 7.9k $368k 0% Dec 2025
 View chart
Cambridge Financial Group 7.1k $341k -85% Mar 2026
 View chart
Abacus Planning Group 7.1k $338k 0% Mar 2026
 View chart
Belpointe Asset Management 6.7k $321k 100% Mar 2026
 View chart
Fortis Capital Advisors 6.7k $321k 100% Mar 2026
 View chart
Asset Dedication 6.6k $314k 0% Mar 2026
 View chart
KWB Wealth 6.0k $280k -6% Mar 2026
 View chart
B&l Asset Management 5.5k $254k 100% Dec 2025
 View chart
LPL Financial 5.3k $256k 100% Mar 2026
 View chart
Diversified Trust Company 5.1k $243k 0% Mar 2026
 View chart
Cetera Investment Advisers 5.1k $242k -5% Mar 2026
 View chart
Savant Capital Management 4.8k $232k 0% Mar 2026
 View chart
Main Street Financial Solutions 4.7k $220k -34% Dec 2025
 View chart
Financially in Tune 4.6k $219k 0% Mar 2026
 View chart
Stewardship Advisors 4.3k $208k 0% Mar 2026
 View chart
Biltmore Family Office 2.9k $138k 0% Mar 2026
 View chart
NBT Bank 2.6k $123k 0% Mar 2026
 View chart
Steward Partners Investment Advisory 2.2k $104k 0% Mar 2026
 View chart
Raelipskie Partnership 2.2k $103k 0% Mar 2026
 View chart
Longview Financial Advisors 1.9k $91k -1% Mar 2026
 View chart
Smartleaf Asset Management 1.3k $58k 0% Mar 2026
 View chart
Timmons Wealth Management 539.00 $26k 100% Mar 2026
 View chart
Farther Finance Advisors 210.00 $10k 0% Mar 2026
 View chart
Triumph Capital Management 115.00 $5.5k 0% Mar 2026
 View chart
FMR 115.00 $5.3k 100% Dec 2025
 View chart
Aptus Capital Advisors 100.00 $4.8k 33% Mar 2026
 View chart
Wolff Wiese Magana 46.00 $2.2k 0% Mar 2026
 View chart
Birchbrook 43.00 $2.1k 0% Mar 2026
 View chart
Federation des caisses Desjardins du Quebec 30.00 $1.4k 0% Mar 2026
 View chart
Wells Fargo & Company 1.00 $46.000000 0% Mar 2026
 View chart
Morgan Stanley 1.00 $63.000000 -100% Mar 2026
 View chart

Who sold out of Ishares Tr?

Fund or Company Name Date Sold Shares Held Valued At
Old Mission Capital Sep 2025 33k $1.5M
Talisman Wealth Advisors Dec 2025 8.8k $214k
RFG Advisory Dec 2025 7.3k $339k
Kestra Advisory Services Dec 2025 780.00 $36k
UMA Financial Services Dec 2025 555.00 $26k
GPS Wealth Strategies Group Sep 2025 172.00 $7.8k
UBS Group Dec 2025 33.00 $1.5k