Who owns ISHARES TR?
- Ticker: EUSB
- CUSIP Number: 46436e619
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
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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 |
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BlackRock | 5.0M | $212M | 2% | Jun 2024 |
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Envestnet Asset Management | 1.8M | $81M | 7% | Sep 2024 |
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Envestnet Portfolio Solutions | 662k | $29M | 6% | Sep 2024 |
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SigFig Wealth Management | 446k | $19M | 13% | Jun 2024 |
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IMPACTfolio | 409k | $18M | 1% | Sep 2024 |
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LPL Financial | 383k | $17M | 21% | Sep 2024 |
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Seeds Investor | 366k | $16M | -3% | Sep 2024 |
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Jpmorgan Chase & Co | 366k | $16M | 4% | Sep 2024 |
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Retirement Capital Strategies | 239k | $11M | 1232% | Sep 2024 |
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Balanced Rock Investment Advisors | 212k | $9.0M | 3% | Jun 2024 |
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Us Bancorp | 190k | $8.4M | 0% | Sep 2024 |
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Hanson McClain Advisors | 187k | $8.3M | 2% | Sep 2024 |
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Jones Financial Companies, L.L | 180k | $8.0M | 22% | Sep 2024 |
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Advisor Group Holdings | 175k | $7.7M | 17% | Sep 2024 |
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Advisory Services Network | 150k | $6.4M | 0% | Sep 2024 |
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Cetera Investment Advisers | 140k | $5.9M | 0% | Jun 2024 |
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GeoWealth Management | 138k | $6.1M | 17% | Sep 2024 |
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One Wealth Advisors | 132k | $5.8M | 100% | Sep 2024 |
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Thrivent Financial for Lutherans | 106k | $4.7M | 14% | Sep 2024 |
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Park Avenue Securities | 96k | $4.2M | 21% | Sep 2024 |
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Mml Investors Services | 94k | $4.2M | 3% | Sep 2024 |
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Mercer Global Advisors | 89k | $168k | 100% | Jun 2024 |
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Perigon Wealth Management | 79k | $3.5M | 21% | Sep 2024 |
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Old Mission Capital | 66k | $2.8M | 938% | Jun 2024 |
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Atria Wealth Solutions | 61k | $2.7M | 3% | Sep 2024 |
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Jane Street | 57k | $2.5M | -9% | Sep 2024 |
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Horst & Graben Wealth Management | 54k | $2.4M | 8% | Sep 2024 |
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Cambridge Investment Research Advisors | 51k | $2.3M | 17% | Sep 2024 |
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Leonard Rickey Investment Advisors P | 49k | $2.2M | 0% | Sep 2024 |
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United Capital Financial Advisers | 47k | $2.1M | 0% | Sep 2024 |
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Royal Bank of Canada | 43k | $1.9M | 8% | Sep 2024 |
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Baker Avenue Asset Management | 43k | $1.9M | 21% | Sep 2024 |
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Equitable Holdings | 42k | $1.8M | 5% | Jun 2024 |
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Morningstar Investment Services | 39k | $1.7M | 95% | Sep 2024 |
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Clarity Asset Management | 36k | $1.6M | 100% | Sep 2024 |
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Sharkey, Howes & Javer | 34k | $1.5M | 2% | Sep 2024 |
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Resources Investment Advisors | 32k | $1.4M | -28% | Sep 2024 |
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Johnson Bixby & Associates | 29k | $1.3M | -12% | Sep 2024 |
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Assetmark | 29k | $1.3M | 30% | Sep 2024 |
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Commonwealth Equity Services | 28k | $1.2M | 5% | Sep 2024 |
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Shared Vision Wealth Group | 28k | $1.2M | 0% | Sep 2024 |
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Raymond James Financial Services Advisors | 27k | $1.2M | -6% | Sep 2024 |
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Van Hulzen Asset Management | 25k | $1.1M | 2% | Sep 2024 |
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Sandbox Financial Partners | 23k | $1000k | 1% | Sep 2024 |
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Financial Connections Group | 22k | $982k | 3% | Sep 2024 |
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Bank of America Corporation | 22k | $972k | 2% | Sep 2024 |
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Janney Montgomery Scott | 22k | $963k | 13% | Sep 2024 |
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Kestra Advisory Services | 22k | $959k | 0% | Sep 2024 |
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Dohj | 20k | $883k | 6% | Sep 2024 |
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Wells Fargo & Company | 20k | $880k | -1% | Sep 2024 |
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BFSG | 20k | $879k | 34% | Sep 2024 |
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Stratos Wealth Partners | 19k | $847k | 0% | Sep 2024 |
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Congress Wealth Management LLC / DE / | 18k | $778k | 100% | Sep 2024 |
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Tarbox | 17k | $739k | 1% | Jun 2024 |
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Steward Partners Investment Advisory | 17k | $702k | -4% | Jun 2024 |
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Brookstone Capital Management | 17k | $731k | 4% | Sep 2024 |
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Diversify Advisory Services | 16k | $710k | -6% | Sep 2024 |
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Flow Traders US | 16k | $713k | 100% | Sep 2024 |
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Patriot Financial Group Insurance Agency | 15k | $658k | -4% | Sep 2024 |
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Essential Planning | 14k | $600k | 0% | Sep 2024 |
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Rockport Wealth | 14k | $576k | 0% | Jun 2024 |
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Synovus Financial Corp. | 13k | $575k | -3% | Sep 2024 |
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Carr Financial Group Corp | 12k | $536k | 0% | Sep 2024 |
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Integrated Wealth Concepts | 12k | $523k | 43% | Sep 2024 |
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Valley National Advisers | 12k | $509k | -32% | Sep 2024 |
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Goldstein Advisors | 11k | $495k | 16% | Sep 2024 |
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Austin Private Wealth | 11k | $484k | -3% | Sep 2024 |
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Sax Wealth Advisors | 11k | $474k | 0% | Sep 2024 |
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Bank of New York Mellon | 11k | $469k | 1% | Sep 2024 |
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Savant Capital Management | 11k | $468k | 0% | Sep 2024 |
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Ally Invest Advisors | 10k | $457k | 22% | Sep 2024 |
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Sanctuary Advisors | 9.8k | $421k | -32% | Sep 2024 |
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Apollon Wealth Management | 9.8k | $436k | -1% | Sep 2024 |
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Farther Finance Advisors | 9.7k | $428k | 17% | Sep 2024 |
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EverSource Wealth Advisors | 9.4k | $416k | 0% | Sep 2024 |
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H D Vest Advisory Services | 9.3k | $398k | 13% | Jun 2024 |
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Longview Financial Advisors | 9.2k | $407k | 0% | Sep 2024 |
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Walkner Condon Financial Advisors | 9.1k | $403k | 4% | Sep 2024 |
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We Are One Seven | 8.7k | $384k | 21% | Sep 2024 |
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Harbour Investments | 8.5k | $378k | 120% | Sep 2024 |
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Central Pacific Bank - Trust Division | 8.5k | $375k | 100% | Sep 2024 |
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Pensionmark Financial Group | 8.3k | $366k | 7% | Sep 2024 |
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Susquehanna International | 8.2k | $362k | -14% | Sep 2024 |
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National Asset Management | 7.7k | $340k | -6% | Sep 2024 |
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Goldman Sachs Group | 7.6k | $324k | 0% | Jun 2024 |
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Stratos Wealth Advisors | 7.6k | $336k | -29% | Sep 2024 |
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Townsquare Capital | 7.6k | $335k | 7% | Sep 2024 |
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FTB Advisors | 7.4k | $327k | 16% | Sep 2024 |
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Optas | 7.2k | $317k | 6% | Sep 2024 |
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Cable Hill Partners | 6.9k | $305k | -59% | Sep 2024 |
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Spectrum Planning & Advisory Services | 6.8k | $302k | 100% | Sep 2024 |
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Bartlett & Co. Wealth Management | 6.8k | $300k | 0% | Sep 2024 |
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Tidemark | 6.6k | $293k | 100% | Sep 2024 |
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Perennial Investment Advisors | 6.6k | $279k | 100% | Jun 2024 |
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Aptus Capital Advisors | 6.5k | $289k | 0% | Sep 2024 |
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Venturi Wealth Management | 6.1k | $270k | 0% | Sep 2024 |
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Ascent Group | 5.9k | $260k | 0% | Sep 2024 |
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Savvy Advisors | 5.7k | $252k | 4% | Sep 2024 |
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Wealth Alliance | 5.6k | $249k | -14% | Sep 2024 |
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Tempus Wealth Planning | 5.5k | $243k | 0% | Sep 2024 |
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Signature Securities Group Corporation | 5.4k | $238k | 1% | Sep 2024 |
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Williams Financial | 5.3k | $233k | -8% | Sep 2024 |
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Atria Investments | 5.2k | $229k | 5% | Sep 2024 |
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Orion Portfolio Solutions | 5.1k | $228k | 100% | Sep 2024 |
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Braun-Bostich & Associates | 5.1k | $228k | -2% | Sep 2024 |
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W.H. Cornerstone Investments | 5.1k | $225k | 100% | Sep 2024 |
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Dynamic Advisors Solutions | 5.0k | $223k | -8% | Sep 2024 |
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Institute For Wealth Management | 5.0k | $223k | 3% | Sep 2024 |
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Buttonwood Financial Group | 5.0k | $221k | 100% | Sep 2024 |
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Citadel Advisors | 4.9k | $218k | 100% | Sep 2024 |
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Strategic Blueprint | 4.9k | $217k | 2% | Sep 2024 |
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Transcend Wealth Collective | 4.9k | $217k | -1% | Sep 2024 |
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Change Path | 4.7k | $209k | 100% | Sep 2024 |
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Fermata Advisors | 4.7k | $207k | 100% | Sep 2024 |
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Proequities | 4.7k | $206M | 21% | Sep 2024 |
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UMA Financial Services | 4.6k | $204k | 100% | Sep 2024 |
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Principal Securities | 3.6k | $160k | 0% | Sep 2024 |
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Creative Financial Designs | 3.3k | $147k | 1% | Sep 2024 |
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Milestone Investment Advisors | 3.1k | $138k | 0% | Sep 2024 |
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Brian McDonald | 2.7k | $118k | 0% | Sep 2024 |
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JFS Wealth Advisors | 2.4k | $105k | -3% | Sep 2024 |
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McMahon Financial Advisors | 1.9k | $85k | 0% | Sep 2024 |
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Summit Investment Advisors | 1.9k | $84k | 0% | Sep 2024 |
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Hanson & Doremus Investment Management | 1.6k | $71k | 15% | Sep 2024 |
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Continuum Advisory | 1.5k | $65k | -29% | Sep 2024 |
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GPS Wealth Strategies Group | 1.5k | $65k | 0% | Sep 2024 |
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Pnc Financial Services | 1.2k | $55k | -29% | Sep 2024 |
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Sugarloaf Wealth Management | 894.00 | $40k | 71% | Sep 2024 |
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Benjamin F. Edwards & Company | 671.00 | $29k | 100% | Jun 2024 |
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ORG Partners | 665.00 | $30k | 0% | Sep 2024 |
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Oliver Lagore Vanvalin Investment Group | 665.00 | $30k | 8% | Sep 2024 |
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CVA Family Office | 601.00 | $27k | 0% | Sep 2024 |
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Franklin Resources | 511.00 | $22k | 16% | Sep 2024 |
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CWM | 356.00 | $16k | 0% | Sep 2024 |
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Archer Investment Corp | 320.00 | $14k | 0% | Sep 2024 |
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Spire Wealth Management | 293.00 | $13k | 0% | Sep 2024 |
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Global Retirement Partners | 232.00 | $10k | 100% | Sep 2024 |
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Fort Vancouver Investment Management | 210.00 | $9.3k | 0% | Sep 2024 |
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AdvisorNet Financial | 186.00 | $8.2k | 3% | Sep 2024 |
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Washington Trust Company | 161.00 | $7.1k | 100% | Sep 2024 |
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Larson Financial Group | 104.00 | $4.6k | -5% | Sep 2024 |
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Barrett & Company | 70.00 | $3.1k | 0% | Sep 2024 |
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Mather Group | 67.00 | $3.0k | 123% | Sep 2024 |
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NBT Bank | 47.00 | $2.1k | 100% | Sep 2024 |
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Raleigh Capital Management | 42.00 | $1.9k | 100% | Sep 2024 |
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Global Financial Private Client | 29.00 | $1.3k | 100% | Sep 2024 |
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Tucker Asset Management | 24.00 | $1.0k | 100% | Jun 2024 |
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Morgan Stanley | 1.00 | $65.000000 | 100% | Jun 2024 |
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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 |