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
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