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
BlackRock 5.1M $224M 100% Sep 2024
 View chart
BlackRock 5.0M $212M 2% Jun 2024
 View chart
Envestnet Asset Management 1.8M $81M 7% Sep 2024
 View chart
Envestnet Portfolio Solutions 662k $29M 6% Sep 2024
 View chart
SigFig Wealth Management 446k $19M 13% Jun 2024
 View chart
IMPACTfolio 409k $18M 1% Sep 2024
 View chart
LPL Financial 383k $17M 21% Sep 2024
 View chart
Seeds Investor 366k $16M -3% Sep 2024
 View chart
Jpmorgan Chase & Co 366k $16M 4% Sep 2024
 View chart
Retirement Capital Strategies 239k $11M 1232% Sep 2024
 View chart
Balanced Rock Investment Advisors 212k $9.0M 3% Jun 2024
 View chart
Us Bancorp 190k $8.4M 0% Sep 2024
 View chart
Hanson McClain Advisors 187k $8.3M 2% Sep 2024
 View chart
Jones Financial Companies, L.L 180k $8.0M 22% Sep 2024
 View chart
Advisor Group Holdings 175k $7.7M 17% Sep 2024
 View chart
Advisory Services Network 150k $6.4M 0% Sep 2024
 View chart
Cetera Investment Advisers 140k $5.9M 0% Jun 2024
 View chart
GeoWealth Management 138k $6.1M 17% Sep 2024
 View chart
One Wealth Advisors 132k $5.8M 100% Sep 2024
 View chart
Thrivent Financial for Lutherans 106k $4.7M 14% Sep 2024
 View chart
Park Avenue Securities 96k $4.2M 21% Sep 2024
 View chart
Mml Investors Services 94k $4.2M 3% Sep 2024
 View chart
Mercer Global Advisors 89k $168k 100% Jun 2024
 View chart
Perigon Wealth Management 79k $3.5M 21% Sep 2024
 View chart
Old Mission Capital 66k $2.8M 938% Jun 2024
 View chart
Atria Wealth Solutions 61k $2.7M 3% Sep 2024
 View chart
Jane Street 57k $2.5M -9% Sep 2024
 View chart
Horst & Graben Wealth Management 54k $2.4M 8% Sep 2024
 View chart
Cambridge Investment Research Advisors 51k $2.3M 17% Sep 2024
 View chart
Leonard Rickey Investment Advisors P 49k $2.2M 0% Sep 2024
 View chart
United Capital Financial Advisers 47k $2.1M 0% Sep 2024
 View chart
Royal Bank of Canada 43k $1.9M 8% Sep 2024
 View chart
Baker Avenue Asset Management 43k $1.9M 21% Sep 2024
 View chart
Equitable Holdings 42k $1.8M 5% Jun 2024
 View chart
Morningstar Investment Services 39k $1.7M 95% Sep 2024
 View chart
Clarity Asset Management 36k $1.6M 100% Sep 2024
 View chart
Sharkey, Howes & Javer 34k $1.5M 2% Sep 2024
 View chart
Resources Investment Advisors 32k $1.4M -28% Sep 2024
 View chart
Johnson Bixby & Associates 29k $1.3M -12% Sep 2024
 View chart
Assetmark 29k $1.3M 30% Sep 2024
 View chart
Commonwealth Equity Services 28k $1.2M 5% Sep 2024
 View chart
Shared Vision Wealth Group 28k $1.2M 0% Sep 2024
 View chart
Raymond James Financial Services Advisors 27k $1.2M -6% Sep 2024
 View chart
Van Hulzen Asset Management 25k $1.1M 2% Sep 2024
 View chart
Sandbox Financial Partners 23k $1000k 1% Sep 2024
 View chart
Financial Connections Group 22k $982k 3% Sep 2024
 View chart
Bank of America Corporation 22k $972k 2% Sep 2024
 View chart
Janney Montgomery Scott 22k $963k 13% Sep 2024
 View chart
Kestra Advisory Services 22k $959k 0% Sep 2024
 View chart
Dohj 20k $883k 6% Sep 2024
 View chart
Wells Fargo & Company 20k $880k -1% Sep 2024
 View chart
BFSG 20k $879k 34% Sep 2024
 View chart
Stratos Wealth Partners 19k $847k 0% Sep 2024
 View chart
Congress Wealth Management LLC / DE / 18k $778k 100% Sep 2024
 View chart
Tarbox 17k $739k 1% Jun 2024
 View chart
Steward Partners Investment Advisory 17k $702k -4% Jun 2024
 View chart
Brookstone Capital Management 17k $731k 4% Sep 2024
 View chart
Diversify Advisory Services 16k $710k -6% Sep 2024
 View chart
Flow Traders US 16k $713k 100% Sep 2024
 View chart
Patriot Financial Group Insurance Agency 15k $658k -4% Sep 2024
 View chart
Sanctuary Advisors 14k $602k 100% Jun 2024
 View chart
Essential Planning 14k $600k 0% Sep 2024
 View chart
Rockport Wealth 14k $576k 0% Jun 2024
 View chart
Synovus Financial Corp. 13k $575k -3% Sep 2024
 View chart
Carr Financial Group Corp 12k $536k 0% Sep 2024
 View chart
Integrated Wealth Concepts 12k $523k 43% Sep 2024
 View chart
Valley National Advisers 12k $509k -32% Sep 2024
 View chart
Goldstein Advisors 11k $495k 16% Sep 2024
 View chart
Austin Private Wealth 11k $484k -3% Sep 2024
 View chart
Sax Wealth Advisors 11k $474k 0% Sep 2024
 View chart
Bank of New York Mellon 11k $469k 1% Sep 2024
 View chart
Savant Capital Management 11k $468k 0% Sep 2024
 View chart
Ally Invest Advisors 10k $457k 22% Sep 2024
 View chart
Apollon Wealth Management 9.8k $436k -1% Sep 2024
 View chart
Farther Finance Advisors 9.7k $428k 17% Sep 2024
 View chart
EverSource Wealth Advisors 9.4k $416k 0% Sep 2024
 View chart
H D Vest Advisory Services 9.3k $398k 13% Jun 2024
 View chart
Longview Financial Advisors 9.2k $407k 0% Sep 2024
 View chart
Walkner Condon Financial Advisors 9.1k $403k 4% Sep 2024
 View chart
We Are One Seven 8.7k $384k 21% Sep 2024
 View chart
Harbour Investments 8.5k $378k 120% Sep 2024
 View chart
Central Pacific Bank - Trust Division 8.5k $375k 100% Sep 2024
 View chart
National Asset Management 8.2k $349k -46% Jun 2024
 View chart
Susquehanna International 8.2k $362k -14% Sep 2024
 View chart
Pensionmark Financial Group 7.7k $329k 9% Jun 2024
 View chart
Goldman Sachs Group 7.6k $324k 0% Jun 2024
 View chart
Stratos Wealth Advisors 7.6k $336k -29% Sep 2024
 View chart
Townsquare Capital 7.6k $335k 7% Sep 2024
 View chart
FTB Advisors 7.4k $327k 16% Sep 2024
 View chart
Optas 7.2k $317k 6% Sep 2024
 View chart
Cable Hill Partners 6.9k $305k -59% Sep 2024
 View chart
Spectrum Planning & Advisory Services 6.8k $302k 100% Sep 2024
 View chart
Bartlett & Co. Wealth Management 6.8k $300k 0% Sep 2024
 View chart
Tidemark 6.6k $293k 100% Sep 2024
 View chart
Perennial Investment Advisors 6.6k $279k 100% Jun 2024
 View chart
Aptus Capital Advisors 6.5k $289k 0% Sep 2024
 View chart
Venturi Wealth Management 6.1k $270k 0% Sep 2024
 View chart
Ascent Group 5.9k $260k 0% Sep 2024
 View chart
Savvy Advisors 5.7k $252k 4% Sep 2024
 View chart
Wealth Alliance 5.6k $249k -14% Sep 2024
 View chart
Tempus Wealth Planning 5.5k $243k 0% Sep 2024
 View chart
Signature Securities Group Corporation 5.4k $238k 1% Sep 2024
 View chart
Williams Financial 5.3k $233k -8% Sep 2024
 View chart
Atria Investments 5.2k $229k 5% Sep 2024
 View chart
Orion Portfolio Solutions 5.1k $228k 100% Sep 2024
 View chart
Braun-Bostich & Associates 5.1k $228k -2% Sep 2024
 View chart
W.H. Cornerstone Investments 5.1k $225k 100% Sep 2024
 View chart
Dynamic Advisors Solutions 5.0k $223k -8% Sep 2024
 View chart
Institute For Wealth Management 5.0k $223k 3% Sep 2024
 View chart
Buttonwood Financial Group 5.0k $221k 100% Sep 2024
 View chart
Citadel Advisors 4.9k $218k 100% Sep 2024
 View chart
Strategic Blueprint 4.9k $217k 2% Sep 2024
 View chart
Transcend Wealth Collective 4.9k $217k -1% Sep 2024
 View chart
Change Path 4.7k $209k 100% Sep 2024
 View chart
Fermata Advisors 4.7k $207k 100% Sep 2024
 View chart
Proequities 4.7k $206M 21% Sep 2024
 View chart
UMA Financial Services 4.6k $204k 100% Sep 2024
 View chart
Principal Securities 3.6k $160k 0% Sep 2024
 View chart
Creative Financial Designs 3.3k $147k 1% Sep 2024
 View chart
Milestone Investment Advisors 3.1k $138k 0% Sep 2024
 View chart
Brian McDonald 2.7k $118k 0% Sep 2024
 View chart
JFS Wealth Advisors 2.4k $105k -3% Sep 2024
 View chart
McMahon Financial Advisors 1.9k $85k 0% Sep 2024
 View chart
Summit Investment Advisors 1.9k $84k 0% Sep 2024
 View chart
Hanson & Doremus Investment Management 1.6k $71k 15% Sep 2024
 View chart
Continuum Advisory 1.5k $65k -29% Sep 2024
 View chart
GPS Wealth Strategies Group 1.5k $65k 0% Sep 2024
 View chart
Pnc Financial Services 1.2k $55k -29% Sep 2024
 View chart
Sugarloaf Wealth Management 894.00 $40k 71% Sep 2024
 View chart
Benjamin F. Edwards & Company 671.00 $29k 100% Jun 2024
 View chart
ORG Partners 665.00 $30k 0% Sep 2024
 View chart
Oliver Lagore Vanvalin Investment Group 665.00 $30k 8% Sep 2024
 View chart
CVA Family Office 601.00 $27k 0% Sep 2024
 View chart
Franklin Resources 511.00 $22k 16% Sep 2024
 View chart
CWM 356.00 $16k 0% Sep 2024
 View chart
Archer Investment Corp 320.00 $14k 0% Sep 2024
 View chart
Spire Wealth Management 293.00 $13k 0% Sep 2024
 View chart
Global Retirement Partners 232.00 $10k 100% Sep 2024
 View chart
Fort Vancouver Investment Management 210.00 $9.3k 0% Sep 2024
 View chart
AdvisorNet Financial 186.00 $8.2k 3% Sep 2024
 View chart
Washington Trust Company 161.00 $7.1k 100% Sep 2024
 View chart
Larson Financial Group 104.00 $4.6k -5% Sep 2024
 View chart
Barrett & Company 70.00 $3.1k 0% Sep 2024
 View chart
Mather Group 67.00 $3.0k 123% Sep 2024
 View chart
NBT Bank 47.00 $2.1k 100% Sep 2024
 View chart
Raleigh Capital Management 42.00 $1.9k 100% Sep 2024
 View chart
Global Financial Private Client 29.00 $1.3k 100% Sep 2024
 View chart
Tucker Asset Management 24.00 $1.0k 100% Jun 2024
 View chart
Morgan Stanley 1.00 $65.000000 100% Jun 2024
 View chart

Who sold out of Ishares Tr?

Fund or Company Name Date Sold Shares Held Valued At
Fiera Capital Corporation Jun 2024 15k $656k
Gould Asset Management Jun 2024 9.5k $404k
TCWP Jun 2024 7.1k $304k
One Wealth Management Investment & Advisory Services Jun 2024 5.8k $247k