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 5.8M $252M 12% Jun 2026
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IMPACTfolio 638k $28M 3% Jun 2026
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LPL Financial 546k $24M -10% Jun 2026
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Envestnet Asset Management 525k $23M 3% Jun 2026
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Jones Financial Companies, L.L 412k $18M 12% Jun 2026
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Thrivent Financial for Lutherans 376k $16M -7% Jun 2026
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Seeds Investor 367k $16M -1% Jun 2026
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Jpmorgan Chase & Co 314k $14M 100% Jun 2026
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Hanson McClain Advisors 272k $12M 6% Jun 2026
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Advisory Services Network 173k $7.5M 2% Jun 2026
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Goldman Sachs Group 161k $7.0M -32% Jun 2026
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Morgan Stanley 156k $6.8M 0% Mar 2026
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Bond & Devick Financial Network 153k $6.6M 6% Jun 2026
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Decker Retirement Planning 103k $4.5M 24% Jun 2026
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Perigon Wealth Management 100k $4.3M 17% Jun 2026
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Envestnet Portfolio Solutions 96k $4.2M 7% Jun 2026
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Sofi Wealth 94k $4.1M 19% Jun 2026
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One Wealth Advisors 93k $4.1M 18% Jun 2026
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Stewardship Advisors 87k $3.8M 23% Jun 2026
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Susquehanna International 79k $3.4M 24% Jun 2026
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Xena Financial Planning 77k $3.3M 68% Jun 2026
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Archer Investment Management 77k $3.3M 1% Jun 2026
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Bank of America Corporation 76k $3.3M 89% Jun 2026
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Jordan Park Group 75k $3.2M 0% Jun 2026
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Us Bancorp 74k $3.2M 11% Jun 2026
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Cetera Investment Advisers 73k $3.2M 6% Jun 2026
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Retirement Capital Strategies 71k $3.1M 0% Jun 2026
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Balanced Rock Investment Advisors 71k $3.1M 3% Jun 2026
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Goss Wealth Management 67k $2.9M 20% Jun 2026
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Advisor Group Holdings 66k $2.8M 19% Jun 2026
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Mercer Global Advisors 59k $2.6M 100% Jun 2026
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Resources Investment Advisors 53k $2.3M 1% Jun 2026
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Action Point Financial Planning 52k $2.2M 143% Jun 2026
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Accredited Investors 51k $2.2M 25% Jun 2026
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Baker Avenue Asset Management 51k $2.2M 1% Jun 2026
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Wells Fargo & Company 49k $2.1M 9% Jun 2026
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Charter Oak Capital Management 49k $2.1M 37% Mar 2026
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Royal Bank of Canada 47k $2.0M 6% Jun 2026
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Stratos Wealth Partners 46k $2.0M -4% Jun 2026
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Tarbox 42k $1.8M 29% Jun 2026
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Mml Investors Services 41k $1.8M 51% Jun 2026
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Sbe Llc Dba Cedar Cove Wealth Partners 41k $1.8M 7% Jun 2026
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Leonard Rickey Investment Advisors P 39k $1.7M -8% Jun 2026
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Hsbc Holdings 37k $1.6M 80% Jun 2026
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Raymond James Financial 36k $1.6M 4% Jun 2026
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UBS Group 36k $1.6M 17% Jun 2026
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Haverford Trust Company 36k $1.6M 0% Jun 2026
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Perennial Investment Advisors 34k $1.5M -16% Jun 2026
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Johnson Bixby & Associates 32k $1.4M 4% Jun 2026
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BFSG 31k $1.4M 11% Jun 2026
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Commonwealth Equity Services 31k $1.3M 7% Jun 2026
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Vise Technologies 31k $1.3M 100% Jun 2026
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Baird Financial 30k $1.3M 100% Jun 2026
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GeoWealth Management 30k $1.3M -27% Jun 2026
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Sandbox Financial Partners 28k $1.2M 27% Mar 2026
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Van Hulzen Asset Management 25k $1.1M 0% Jun 2026
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United Capital Financial Advisers 24k $1.1M -24% Jun 2026
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Central Pacific Bank - Trust Division 24k $1.0M 7% Jun 2026
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Equitable Holdings 22k $972k 8% Jun 2026
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Davis Wealth Advisors 22k $967k -19% Jun 2026
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Natixis Asset Management Advisors 22k $961k 24% Jun 2026
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Brookstone Capital Management 22k $953k 10% Jun 2026
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Horst & Graben Wealth Management 21k $923k 3% Jun 2026
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Park Avenue Securities 21k $910k 100% Jun 2026
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Sharkey, Howes & Javer 21k $897k 15% Jun 2026
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Private Advisor 20k $874k 100% Jun 2026
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Apollon Wealth Management 20k $846k 30% Jun 2026
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Cambridge Investment Research Advisors 19k $819k -10% Jun 2026
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Steward Partners Investment Advisory 18k $765k 33% Jun 2026
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Mason & Associates 17k $756k -2% Jun 2026
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Savant Capital Management 17k $734k 0% Jun 2026
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Ally Invest Advisors 17k $721k 6% Jun 2026
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Assetmark 16k $694k 2% Jun 2026
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Janney Montgomery Scott 16k $688k 100% Jun 2026
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Valley National Advisers 16k $683k 2% Jun 2026
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Fsb Premier Wealth Management 15k $634k -2% Jun 2026
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Goldstein Advisors 15k $630k 9% Jun 2026
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Shared Vision Wealth Group 14k $620k 32% Jun 2026
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Rossby Financial, LCC 14k $616k 4% Jun 2026
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Jane Street 14k $613k -79% Jun 2026
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Rockport Wealth 14k $612k 0% Jun 2026
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Catalytic Wealth RIA 14k $602k 2% Jun 2026
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Pinnacle Financial Partners 14k $589k 0% Jun 2026
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Essential Planning 13k $573k 1% Jun 2026
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Milestone Investment Advisors 13k $568k 0% Jun 2026
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Integrated Wealth Concepts 13k $548k 49% Jun 2026
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Guardian Capital 13k $548k -7% Jun 2026
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Theory Financial 12k $531k 3% Jun 2026
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Farther Finance Advisors 12k $524k -6% Jun 2026
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Traveka Wealth 12k $517k 27% Jun 2026
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Keener Financial Planning 11k $484k 30% Jun 2026
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Red Crane Wealth Management 11k $468k 0% Jun 2026
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Avise Financial Cooperative 10k $448k 6% Jun 2026
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Walkner Condon Financial Advisors 9.9k $431k 1% Jun 2026
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Apella Capital 9.7k $420k 7% Jun 2026
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Skyline Advisors 9.7k $421k -47% Jun 2026
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Balance Wealth 9.3k $403k 76% Jun 2026
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Endeavor Private Wealth 9.2k $401k -3% Jun 2026
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ValMark Advisers 9.1k $394k 0% Jun 2026
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Merit Financial Group 9.0k $392k -8% Jun 2026
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Summit Financial 8.9k $388k 100% Jun 2026
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Financial Connections Group 8.9k $384k 4% Mar 2026
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P.J. Schmidt Investment Management 8.7k $379k 7% Jun 2026
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HighTower Advisors 8.2k $356k 0% Jun 2026
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Advisory Solutions Group 8.0k $349k 100% Jun 2026
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Concurrent Investment Advisors 8.0k $347k -8% Jun 2026
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SigFig Wealth Management 7.8k $342k 12% Jun 2026
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Fundamentun 7.8k $338k 0% Jun 2026
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Western Wealth Management 7.5k $326k 8% Jun 2026
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Citadel Advisors 7.5k $325k -94% Jun 2026
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Brewster Financial Planning 7.4k $323k 3% Jun 2026
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Two West Capital Advisors 7.3k $315k 56% Jun 2026
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W.H. Cornerstone Investments 7.2k $313k 18% Jun 2026
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Harbour Investments 7.2k $312k 1% Jun 2026
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Beacon Pointe Advisors 7.1k $310k 100% Jun 2026
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Kestra Advisory Services 6.9k $300k 1% Jun 2026
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Bartlett & Co. Wealth Management 6.8k $294k 0% Jun 2026
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Wiley Bros.-aintree Capital 6.7k $290k 17% Jun 2026
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Taylor, Cottrill, Erickson & Associates 6.4k $277k 6% Jun 2026
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MLG Wealth Management DBA Pine Grove Financial Group 6.3k $274k 2% Jun 2026
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Mariner Wealth Advisors 6.2k $271k -55% Jun 2026
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Rsm Us Wealth Management 6.1k $266k 1% Jun 2026
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Contango Wealth Management 6.0k $263k -77% Mar 2026
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Northeast Financial Group 6.0k $262k 0% Mar 2026
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Bank of New York Mellon 5.6k $245k -3% Jun 2026
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Keyvantage Wealth 5.2k $225k -1% Jun 2026
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One Wealth Capital Management 4.9k $214k 100% Jun 2026
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Dynamic Advisors Solutions 4.8k $207k 0% Jun 2026
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LifePlan Investment Advisors 4.6k $201k 100% Jun 2026
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Capital Analysts 4.6k $198k 234% Jun 2026
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Ashton Thomas Private Wealth 4.2k $181k -33% Jun 2026
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Key FInancial 3.6k $158k 37% Jun 2026
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Transamerica Financial Advisors 3.3k $143k 13% Jun 2026
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Godfrey Financial Associates 3.2k $141k 1% Jun 2026
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CWM 2.9k $124k -2% Mar 2026
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Hanson & Doremus Investment Management 2.8k $121k 6% Jun 2026
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Armor Investment Advisors 2.1k $89k 0% Jun 2026
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Summit Investment Advisors 1.8k $76k -5% Jun 2026
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Evolution Wealth Management 1.2k $51k 53% Jun 2026
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Gen-Wealth Partners 931.00 $41k 74% Jun 2026
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AE Wealth Management 853.00 $37k 106% Jun 2026
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Institute For Wealth Management 817.00 $36k 100% Jun 2026
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Oakmont Advisory Group 805.00 $35k 100% Jun 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% Jun 2026
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Creative Financial Designs 428.00 $19k 88% Jun 2026
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UMA Financial Services 369.00 $16k 1% Jun 2026
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Ameriflex Group 354.00 $15k 100% Jun 2026
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Franklin Resources 350.00 $15k -12% Jun 2026
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1 North Wealth Services 310.00 $14k 0% Jun 2026
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Who sold out of Ishares Tr?

Fund or Company Name Date Sold Shares Held Valued At
Betterment Mar 2026 24k $1.0M
Sonoma Allocations Mar 2026 21k $917k
Sequoia Financial Advisors Mar 2026 18k $760k
KWB Wealth Mar 2026 13k $572k
HPM Partners Mar 2026 5.8k $253k
IHT Wealth Management Mar 2026 5.5k $241k
Spectrum Planning & Advisory Services Mar 2026 4.8k $209k
Sax Wealth Advisors Mar 2026 4.7k $205k
Twin Peaks Wealth Advisors Mar 2026 3.2k $141k
MAI Wealth Advisors Mar 2026 1.3k $59k
Clarity Asset Management Mar 2026 1.1k $48k