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 3.1M $107M 1% Jun 2026
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Jpmorgan Chase & Co 1.5M $51M 100% Jun 2026
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LPL Financial 852k $30M 10% Jun 2026
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Envestnet Portfolio Solutions 589k $21M 1% Jun 2026
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Park Avenue Securities 291k $10M -2% Jun 2026
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Lido Advisors 268k $9.4M 16% Jun 2026
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Cetera Investment Advisers 200k $7.0M 3% Jun 2026
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Mml Investors Services 160k $5.6M 20% Jun 2026
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CWM 157k $5.0M 4% Mar 2026
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eCIO 135k $4.8M 100% Jun 2026
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Janney Montgomery Scott 95k $3.3M 6% Jun 2026
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Commonwealth Equity Services 80k $2.8M -27% Jun 2026
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Assetmark 75k $2.6M 0% Jun 2026
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Archer Investment Management 73k $2.6M 73% Jun 2026
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GeoWealth Management 70k $2.5M 33% Jun 2026
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Royal Bank of Canada 70k $2.5M 2% Jun 2026
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Creative Planning 68k $2.4M 0% Jun 2026
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SageView Advisory Group 68k $2.4M 1% Jun 2026
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Avise Financial Cooperative 63k $2.2M -7% Jun 2026
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Perigon Wealth Management 52k $1.8M 12% Jun 2026
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One Wealth Advisors 49k $1.7M 7% Jun 2026
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Affiance Financial 42k $1.5M 2% Jun 2026
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Cambridge Investment Research Advisors 42k $1.5M 19% Jun 2026
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Merit Financial Group 40k $1.4M 12% Jun 2026
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United Capital Financial Advisers 40k $1.4M -12% Jun 2026
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Horst & Graben Wealth Management 40k $1.4M 3% Jun 2026
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Resources Investment Advisors 38k $1.3M 3% Jun 2026
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Sharkey, Howes & Javer 38k $1.3M -2% Jun 2026
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Susquehanna International 38k $1.3M 8% Jun 2026
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Bank of New York Mellon 36k $1.3M -2% Jun 2026
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CLS Investments 36k $1.3M 12% Jun 2026
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SigFig Wealth Management 33k $1.1M 1% Jun 2026
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Buckingham Strategic Partners 32k $1.1M 4% Jun 2026
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Davis Wealth Advisors 31k $1.1M 13% Jun 2026
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Citadel Advisors 29k $999k 7% Jun 2026
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Steward Partners Investment Advisory 26k $902k 17% Jun 2026
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HighTower Advisors 24k $845k 0% Jun 2026
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Wealth Enhancement Advisory Services 22k $773k 100% Jun 2026
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Raymond James Financial 21k $724k 1% Jun 2026
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Farther Finance Advisors 19k $677k 30% Jun 2026
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We Are One Seven 19k $667k 1% Jun 2026
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LexAurum Advisors 19k $665k 26% Jun 2026
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OpenArc Corporate Advisory 18k $634k 2% Jun 2026
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HPM Partners 18k $630k 4% Jun 2026
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Gerber Kawasaki Wealth & Investment Management 17k $546k 21% Mar 2026
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Advisory Services Network 17k $600k 3% Jun 2026
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RFG Advisory 17k $584k 3% Jun 2026
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Sagespring Wealth Partners 16k $577k 3% Jun 2026
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Mercer Global Advisors 16k $551k 100% Jun 2026
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Regal Investment Advisors 15k $533k 2% Jun 2026
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Integrated Wealth Concepts 14k $493k 13% Jun 2026
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Wiley Bros.-aintree Capital 14k $480k 8% Jun 2026
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Concurrent Investment Advisors 13k $452k 10% Jun 2026
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Snowden Capital Advisors 13k $445k 11% Jun 2026
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Cassaday & Co Wealth Management 13k $441k 0% Jun 2026
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One Wealth Capital Management 12k $428k 12% Jun 2026
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Advisor Group Holdings 12k $424k 21% Jun 2026
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Keystone Financial Services 12k $419k 12% Jun 2026
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Pensionmark Financial Group 12k $378k -6% Jun 2026
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Kestra Private Wealth Services 12k $404k 18% Jun 2026
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EverSource Wealth Advisors 11k $399k 22% Jun 2026
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Lifelong Wealth Advisors 11k $380k 6% Jun 2026
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Wealth Alliance 10k $366k 1% Jun 2026
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Gateway Wealth Partners 9.9k $348k -18% Jun 2026
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LifePlan Investment Advisors 9.9k $347k 100% Jun 2026
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Fiduciary Financial Group 9.7k $340k 100% Jun 2026
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Theory Financial 9.4k $330k 6% Jun 2026
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Diversify Wealth Management 9.0k $323k -6% Jun 2026
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Diversify Advisory Services 9.0k $323k 100% Jun 2026
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RCS Financial Planning 9.0k $315k 1% Jun 2026
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Navigation Group 8.9k $311k 7% Jun 2026
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MA Private Wealth 8.7k $306k 100% Jun 2026
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Eq 8.2k $288k -7% Jun 2026
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Cornerstone Planning Group 8.1k $287k 11% Jun 2026
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Savvy Advisors 8.1k $283k 100% Jun 2026
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Pathstone Holdings 7.9k $278k 100% Jun 2026
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Charter Oak Capital Management 7.8k $248k 0% Mar 2026
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Ashton Thomas Private Wealth 7.7k $270k 635% Jun 2026
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Capital Analysts 7.4k $259k 25% Jun 2026
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Contango Wealth Management 7.3k $231k 100% Mar 2026
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Branch Banking & Trust Company 6.6k $230k 0% Jun 2026
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Traveka Wealth 6.5k $228k 100% Jun 2026
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Oregon Pacific Wealth Management 6.5k $227k 2% Jun 2026
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Focus Financial Network 6.3k $221k 100% Jun 2026
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Advisor OS 6.2k $219k 100% Jun 2026
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Mjp Associates 6.2k $219k 100% Jun 2026
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Wealthgarden F.s 6.1k $215k -6% Jun 2026
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AE Wealth Management 6.1k $213k 66% Jun 2026
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Change Path 5.9k $206k 100% Jun 2026
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Trilogy Capital 5.8k $203k 100% Jun 2026
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Cypress Wealth Services 5.8k $203k 100% Jun 2026
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Gen-Wealth Partners 5.7k $199k 9% Jun 2026
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Armis Advisers 5.6k $200k 100% Jun 2026
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Transamerica Financial Advisors 3.1k $110k 113% Jun 2026
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Tower Research Capital 3.1k $109k -81% Jun 2026
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Larson Financial Group 3.1k $109k 0% Jun 2026
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Harbour Investments 3.1k $107k -3% Jun 2026
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Addison Advisors 3.0k $107k -43% Jun 2026
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JFS Wealth Advisors 2.4k $84k 0% Jun 2026
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Global Retirement Partners 2.3k $82k 100% Jun 2026
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Fifth Third Bancorp 2.2k $77k 0% Jun 2026
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Founders Financial Alliance 1.9k $65k 100% Jun 2026
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CoreCap Advisors 1.7k $61k 46% Jun 2026
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StrongBox Wealth 1.7k $60k 100% Jun 2026
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UMA Financial Services 1.7k $59k 13% Jun 2026
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Continuum Advisory 1.3k $46k 100% Jun 2026
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BlackRock 1.3k $46k 1% Jun 2026
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UBS Group 1.3k $45k 100% Jun 2026
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FMR 1.2k $43k 96% Jun 2026
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SOA Wealth Advisors 1.1k $37k 10% Jun 2026
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Pnc Financial Services 876.00 $31k -4% Jun 2026
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Parallel Advisors 747.00 $26k 100% Jun 2026
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Rossby Financial, LCC 720.00 $25k -20% Jun 2026
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EFG International 654.00 $23k 0% Jun 2026
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Aptus Capital Advisors 621.00 $22k 0% Jun 2026
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Buck Wealth Strategies 476.00 $17k 100% Jun 2026
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IFG Advisory 476.00 $17k 100% Jun 2026
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First Bancorp 446.00 $16k 100% Jun 2026
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NBT Bank 438.00 $15k 100% Jun 2026
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Godfrey Financial Associates 406.00 $14k 0% Jun 2026
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Mather Group 345.00 $12k 10% Jun 2026
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Oakmont Advisory Group 344.00 $12k 100% Jun 2026
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Emerald Investment Partners 333.00 $12k 6% Jun 2026
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Wells Fargo & Company 330.00 $12k 116% Jun 2026
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Kilter Group 286.00 $10k 4% Jun 2026
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Commonwealth Retirement Investments 153.00 $5.4k 100% Jun 2026
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Jones Financial Companies, L.L 149.00 $5.3k 100% Jun 2026
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IFP Advisors 140.00 $4.9k -58% Jun 2026
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Sunbelt Securities 104.00 $3.3k 0% Mar 2026
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O'shaughnessy Asset Management 99.00 $3.5k 100% Jun 2026
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Creative Financial Designs 91.00 $3.2k 28% Jun 2026
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Northwestern Mutual Wealth Management Company 76.00 $2.7k 100% Jun 2026
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Key Capital Management 41.00 $1.4k 0% Jun 2026
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Who sold out of Ishares Tr?

Fund or Company Name Date Sold Shares Held Valued At
Thrivent Financial for Lutherans Mar 2026 83k $2.6M
Gts Securities Mar 2026 58k $1.8M
Investor's Fiduciary Advisor Network Mar 2026 21k $679k
Estate Counselors Mar 2026 13k $416k
Atria Investments Mar 2026 10k $328k
Skyline Advisors Mar 2026 9.9k $316k
Patriot Financial Group Insurance Agency Mar 2026 9.7k $309k
Jane Street Mar 2026 7.6k $242k
Twin Peaks Wealth Advisors Mar 2026 1.7k $54k
CVA Family Office Mar 2026 288.00 $9.2k