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
Envestnet Asset Management 2.0M $64M 100% Sep 2025
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LPL Financial 798k $26M 83% Dec 2025
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Envestnet Portfolio Solutions 405k $13M 100% Sep 2025
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Park Avenue Securities 331k $11M 65% Dec 2025
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Jpmorgan Chase & Co 286k $9.0M 100% Sep 2025
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Lido Advisors 233k $7.3M 4% Dec 2025
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Cetera Investment Advisers 216k $6.9M 67% Dec 2025
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CWM 151k $4.8M 38% Dec 2025
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Janney Montgomery Scott 100k $3.2M 79% Dec 2025
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Mml Investors Services 92k $2.9M 100% Sep 2025
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Assetmark 84k $2.7M 60% Dec 2025
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SageView Advisory Group 65k $2.1M 4% Sep 2025
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One Wealth Advisors 52k $1.7M 59% Dec 2025
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Perigon Wealth Management 51k $1.6M 109% Dec 2025
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Resources Investment Advisors 43k $1.4M 132% Dec 2025
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Sharkey, Howes & Javer 43k $1.4M 78% Dec 2025
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Bank of New York Mellon 42k $1.3M 98% Dec 2025
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Cambridge Investment Research Advisors 41k $1.3M 70% Dec 2025
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Jane Street 41k $1.3M 100% Sep 2025
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Horst & Graben Wealth Management 39k $1.3M 56% Dec 2025
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Thrivent Financial for Lutherans 39k $1.2M -26% Dec 2025
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CLS Investments 36k $1.2M 68% Dec 2025
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Buckingham Strategic Partners 32k $1.0M 291% Sep 2025
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SigFig Wealth Management 31k $995k 41% Dec 2025
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United Capital Financial Advisers 30k $945k 100% Sep 2025
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Merit Financial Group 30k $956k 111% Dec 2025
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GeoWealth Management 29k $912k 100% Sep 2025
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Susquehanna International 27k $852k 100% Sep 2025
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Commonwealth Equity Services 25k $781k 35% Sep 2025
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Sagespring Wealth Partners 18k $568k 60% Dec 2025
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We Are One Seven 17k $523k 100% Sep 2025
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Advisor Group Holdings 15k $457k 13730% Sep 2025
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Cassaday & Co Wealth Management 14k $454k 0% Sep 2025
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Pensionmark Financial Group 14k $426k 87% Dec 2025
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Investor's Fiduciary Advisor Network 13k $400k 100% Sep 2025
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Austin Private Wealth 12k $383k 100% Sep 2025
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Regal Investment Advisors 11k $356k 100% Sep 2025
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Farther Finance Advisors 10k $335k 637% Dec 2025
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EverSource Wealth Advisors 10k $326k 73% Dec 2025
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Lifelong Wealth Advisors 10k $324k 100% Dec 2025
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RCS Financial Planning 10k $322k 100% Dec 2025
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Wiley Bros.-aintree Capital 9.7k $306k 100% Sep 2025
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Snowden Capital Advisors 9.5k $299k 100% Sep 2025
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Wealth Alliance 8.9k $281k 100% Sep 2025
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HighTower Advisors 8.9k $280k 10% Sep 2025
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Steward Partners Investment Advisory 8.8k $278k 100% Sep 2025
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Archer Investment Management 8.2k $264k 100% Dec 2025
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One Wealth Capital Management 8.2k $258k 100% Sep 2025
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Kelsey Financial 8.1k $260k 100% Dec 2025
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Charter Oak Capital Management 7.8k $250k 9% Dec 2025
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Concurrent Investment Advisors 7.2k $229k 100% Dec 2025
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Branch Banking & Trust Company 6.6k $210k 0% Dec 2025
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Oregon Pacific Wealth Management 6.5k $209k 100% Dec 2025
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AE Wealth Management 5.3k $170k 128% Dec 2025
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Gen-Wealth Partners 5.0k $160k 41% Dec 2025
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Advisory Services Network 4.9k $156k 100% Sep 2025
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Capital Analysts 4.0k $126k 100% Sep 2025
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Larson Financial Group 3.1k $98k 213% Dec 2025
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JFS Wealth Advisors 2.8k $90k 68% Dec 2025
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Brian McDonald 2.6k $83k 57% Dec 2025
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Addison Advisors 1.9k $59k 44% Dec 2025
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Tower Research Capital 1.8k $57k -91% Sep 2025
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Scarborough Advisors 1.6k $52k 100% Dec 2025
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Transamerica Financial Advisors 1.1k $34k 168% Dec 2025
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Kestra Advisory Services 978.00 $31k 100% Dec 2025
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Pnc Financial Services 928.00 $30k 58% Dec 2025
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BlackRock 877.00 $28k 100% Sep 2025
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SOA Wealth Advisors 793.00 $25k 0% Sep 2025
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CoreCap Advisors 444.00 $14k 131% Dec 2025
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Aptus Capital Advisors 430.00 $14k 100% Sep 2025
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UMA Financial Services 328.00 $11k 100% Dec 2025
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Kilter Group 300.00 $9.6k 57% Dec 2025
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Emerald Investment Partners 227.00 $7.1k 100% Sep 2025
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Wells Fargo & Company 153.00 $4.9k 100% Dec 2025
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Cornerstone Planning Group 101.00 $3.4k 100% Dec 2025
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Sunbelt Securities 53.00 $1.7k 100% Sep 2025
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Key Capital Management 47.00 $1.5k 100% Dec 2025
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Strategic Wealth Partners 33.00 $1.0k 100% Sep 2025
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Hanson McClain Advisors 5.00 $158.000000 100% Sep 2025
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Who sold out of Ishares Tr?

Fund or Company Name Date Sold Shares Held Valued At
Integrated Wealth Concepts Sep 2025 7.1k $222k
UBS Group Sep 2025 2.0k $64k
Global Retirement Partners Sep 2025 307.00 $9.7k
Mather Group Sep 2025 164.00 $5.2k