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 5.2M $226M -2% Mar 2026
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IMPACTfolio 621k $27M 3% Mar 2026
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LPL Financial 603k $26M 3% Mar 2026
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Envestnet Asset Management 510k $22M 6% Mar 2026
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Thrivent Financial for Lutherans 406k $18M -6% Mar 2026
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Seeds Investor 371k $16M 3% Mar 2026
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Jones Financial Companies, L.L 318k $14M 7% Dec 2025
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Hanson McClain Advisors 240k $11M 2% Dec 2025
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Goldman Sachs Group 238k $10M 100% Mar 2026
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Morgan Stanley 156k $6.8M 0% Mar 2026
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Advisory Services Network 155k $6.8M 0% Dec 2025
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Bond & Devick Financial Network 144k $6.2M 11% Mar 2026
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Citadel Advisors 129k $5.6M 68% Mar 2026
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Envestnet Portfolio Solutions 90k $3.9M -2% Mar 2026
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Perigon Wealth Management 86k $3.7M 6% Mar 2026
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Decker Retirement Planning 83k $3.6M 16% Mar 2026
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One Wealth Advisors 79k $3.4M -4% Mar 2026
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Sofi Wealth 79k $3.4M 37% Mar 2026
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Archer Investment Management 76k $3.3M 680% Mar 2026
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Jordan Park Group 75k $3.2M 0% Mar 2026
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Stewardship Advisors 71k $3.1M -15% Mar 2026
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Retirement Capital Strategies 70k $3.1M 15% Dec 2025
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Cetera Investment Advisers 69k $3.0M -2% Mar 2026
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Balanced Rock Investment Advisors 69k $3.0M -4% Mar 2026
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Jane Street 68k $3.0M 100% Mar 2026
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Us Bancorp 67k $2.9M 0% Dec 2025
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Advisor Group Holdings 59k $2.6M -6% Dec 2025
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Goss Wealth Management 56k $2.4M 41% Mar 2026
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Resources Investment Advisors 52k $2.3M 25% Mar 2026
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Baker Avenue Asset Management 51k $2.2M 1% Mar 2026
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Charter Oak Capital Management 49k $2.1M 37% Mar 2026
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Stratos Wealth Partners 48k $2.1M 9% Mar 2026
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Betterment 47k $2.1M -1% Dec 2025
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Xena Financial Planning 46k $2.0M 87% Mar 2026
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Wells Fargo & Company 45k $1.9M 11% Mar 2026
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Royal Bank of Canada 44k $1.9M 13% Mar 2026
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Leonard Rickey Investment Advisors P 42k $1.8M 1% Mar 2026
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Accredited Investors 41k $1.8M 1% Mar 2026
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Perennial Investment Advisors 41k $1.8M 2% Mar 2026
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Bank of America Corporation 40k $1.8M 100% Mar 2026
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GeoWealth Management 40k $1.8M -10% Mar 2026
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Sbe Llc Dba Cedar Cove Wealth Partners 38k $1.7M 100% Mar 2026
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Haverford Trust Company 36k $1.6M 0% Mar 2026
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Tarbox 33k $1.4M 9% Mar 2026
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Raymond James Financial 32k $1.4M -11% Dec 2025
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United Capital Financial Advisers 32k $1.4M 2% Mar 2026
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UBS Group 31k $1.4M 13% Mar 2026
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Johnson Bixby & Associates 30k $1.3M 2% Mar 2026
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Commonwealth Equity Services 29k $1.3M -21% Mar 2026
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BFSG 28k $1.2M 5% Mar 2026
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Sandbox Financial Partners 28k $1.2M 27% Mar 2026
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Davis Wealth Advisors 27k $1.2M 100% Mar 2026
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Mml Investors Services 27k $1.2M -32% Mar 2026
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Van Hulzen Asset Management 25k $1.1M -1% Dec 2025
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Central Pacific Bank - Trust Division 22k $954k 0% Mar 2026
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Action Point Financial Planning 21k $923k 100% Mar 2026
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Sonoma Allocations 21k $917k 51% Mar 2026
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Cambridge Investment Research Advisors 21k $914k -5% Mar 2026
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Equitable Holdings 21k $912k -12% Mar 2026
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Horst & Graben Wealth Management 21k $904k -1% Mar 2026
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Hsbc Holdings 20k $887k 0% Mar 2026
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Brookstone Capital Management 20k $866k 4% Mar 2026
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Skyline Advisors 18k $792k -46% Mar 2026
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Sharkey, Howes & Javer 18k $778k 4% Mar 2026
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Natixis Asset Management Advisors 18k $776k 16% Mar 2026
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Mason & Associates 18k $769k 137% Mar 2026
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Sequoia Financial Advisors 18k $760k 100% Mar 2026
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Savant Capital Management 17k $734k 0% Mar 2026
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Ally Invest Advisors 16k $680k 4% Mar 2026
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Assetmark 16k $678k 10% Mar 2026
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Valley National Advisers 15k $670k 9% Mar 2026
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Apollon Wealth Management 15k $654k 55% Mar 2026
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Fsb Premier Wealth Management 15k $647k 19% Mar 2026
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Rockport Wealth 14k $613k 4% Mar 2026
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Mariner Wealth Advisors 14k $603k 92% Mar 2026
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Guardian Capital 14k $592k 1% Mar 2026
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Rossby Financial, LCC 14k $590k 103% Mar 2026
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Pinnacle Financial Partners 13k $584k 100% Dec 2025
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Steward Partners Investment Advisory 13k $577k 3% Mar 2026
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Goldstein Advisors 13k $576k 3% Mar 2026
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Milestone Investment Advisors 13k $571k -1% Mar 2026
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Catalytic Wealth RIA 13k $574k 131% Dec 2025
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Essential Planning 13k $567k -2% Mar 2026
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KWB Wealth 13k $572k -23% Mar 2026
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Farther Finance Advisors 13k $560k 12% Mar 2026
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Theory Financial 12k $515k 3% Mar 2026
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Shared Vision Wealth Group 11k $470k -11% Mar 2026
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Red Crane Wealth Management 11k $467k -9% Mar 2026
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Walkner Condon Financial Advisors 9.9k $429k 1% Mar 2026
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Merit Financial Group 9.8k $427k 100% Mar 2026
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Avise Financial Cooperative 9.7k $424k 100% Mar 2026
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Endeavor Private Wealth 9.5k $414k 100% Mar 2026
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Traveka Wealth 9.4k $407k 3% Mar 2026
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Apella Capital 9.1k $398k 100% Mar 2026
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ValMark Advisers 9.1k $394k 0% Mar 2026
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Financial Connections Group 8.9k $384k 4% Mar 2026
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Concurrent Investment Advisors 8.7k $379k -10% Mar 2026
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Keener Financial Planning 8.6k $372k 10% Mar 2026
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Integrated Wealth Concepts 8.5k $368k 46% Mar 2026
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HighTower Advisors 8.2k $357k 1% Mar 2026
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P.J. Schmidt Investment Management 8.1k $353k 0% Mar 2026
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Fundamentun 7.8k $339k 13% Mar 2026
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IHT Wealth Management 7.3k $318k 0% Dec 2025
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Brewster Financial Planning 7.2k $315k 0% Mar 2026
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Harbour Investments 7.1k $310k 7% Mar 2026
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SigFig Wealth Management 7.0k $304k -99% Mar 2026
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Western Wealth Management 6.9k $302k 0% Mar 2026
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Kestra Advisory Services 6.9k $298k 52% Mar 2026
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Bartlett & Co. Wealth Management 6.8k $294k 0% Mar 2026
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Ashton Thomas Private Wealth 6.2k $270k 1% Mar 2026
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W.H. Cornerstone Investments 6.1k $265k 19% Mar 2026
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Rsm Us Wealth Management 6.1k $263k 100% Mar 2026
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Northeast Financial Group 6.0k $262k 0% Mar 2026
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Taylor, Cottrill, Erickson & Associates 6.0k $262k 16% Mar 2026
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HPM Partners 5.8k $253k 100% Mar 2026
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Bank of New York Mellon 5.8k $252k -20% Mar 2026
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Wiley Bros.-aintree Capital 5.6k $247k 4% Dec 2025
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Balance Wealth 5.3k $229k 7% Mar 2026
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Keyvantage Wealth 5.2k $227k 0% Mar 2026
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Spectrum Planning & Advisory Services 4.8k $209k -3% Mar 2026
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Dynamic Advisors Solutions 4.7k $206k -40% Mar 2026
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Two West Capital Advisors 4.7k $204k 100% Mar 2026
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Sax Wealth Advisors 4.7k $205k 0% Mar 2026
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Twin Peaks Wealth Advisors 3.2k $141k 100% Mar 2026
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Godfrey Financial Associates 3.2k $139k 100% Mar 2026
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CWM 2.9k $128k 2% Dec 2025
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Transamerica Financial Advisors 2.9k $126k 118% Mar 2026
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Key FInancial 2.7k $115k 0% Mar 2026
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Hanson & Doremus Investment Management 2.6k $114k 4% Mar 2026
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Armor Investment Advisors 2.1k $89k 4% Mar 2026
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Summit Investment Advisors 1.8k $80k 0% Mar 2026
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Capital Analysts 1.4k $60k 0% Mar 2026
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MAI Wealth Advisors 1.3k $59k 0% Mar 2026
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Clarity Asset Management 1.1k $48k 1% Mar 2026
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Atlantic Trust 858.00 $38k 100% Dec 2025
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Evolution Wealth Management 763.00 $33k 0% Mar 2026
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Triumph Capital Management 605.00 $26k 0% Mar 2026
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CVA Family Office 601.00 $26k 0% Mar 2026
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Gen-Wealth Partners 535.00 $23k 0% Mar 2026
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AE Wealth Management 415.00 $18k 7% Mar 2026
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Franklin Resources 399.00 $17k -4% Mar 2026
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UMA Financial Services 365.00 $16k -91% Mar 2026
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1 North Wealth Services 310.00 $14k 0% Mar 2026
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Spire Wealth Management 293.00 $13k 0% Mar 2026
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Rockefeller Capital Management 268.00 $12k 2% Mar 2026
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Fort Vancouver Investment Management 256.00 $11k 0% Mar 2026
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Creative Financial Designs 228.00 $9.9k -15% Mar 2026
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IFP Advisors 155.00 $6.7k 1% Mar 2026
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Golden State Wealth Management 105.00 $4.6k 0% Mar 2026
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Larson Financial Group 76.00 $3.3k 95% Dec 2025
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Who sold out of Ishares Tr?

Fund or Company Name Date Sold Shares Held Valued At
Jpmorgan Chase & Co Sep 2025 371k $16M
Susquehanna International Sep 2025 37k $1.6M
Park Avenue Securities Dec 2025 24k $1.1M
Janney Montgomery Scott Dec 2025 17k $732k
Flow Traders US Dec 2025 14k $628k
Coldstream Capital Management Dec 2025 12k $546k
Ascent Group Sep 2025 6.2k $272k
Bessemer Dec 2025 3.5k $153k
GPS Wealth Strategies Group Sep 2025 2.8k $123k