Who owns ISHARES TR?
- Ticker: IBDV
- CUSIP Number: 46436e726
Tip: Access positions for across all investors
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 |
|---|---|---|---|---|---|
| Aptus Capital Advisors | 5.6M | $125M | 8% | Sep 2025 |
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| Mercer Global Advisors | 3.9M | $85M | 39% | Sep 2025 |
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| Capital Investment Advisors | 3.7M | $82M | 7% | Sep 2025 |
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| Capital Advisors | 2.9M | $65M | 5% | Sep 2025 |
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| Wells Fargo & Company | 2.8M | $63M | 12% | Sep 2025 |
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| Morgan Stanley | 2.6M | $57M | 100% | Jun 2025 |
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| Raymond James Financial | 2.5M | $55M | 15% | Sep 2025 |
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| HighTower Advisors | 2.1M | $48M | 8% | Sep 2025 |
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| Royal Bank of Canada | 2.1M | $46M | 6% | Sep 2025 |
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| Sigma Investment Counselors | 1.6M | $36M | 4% | Sep 2025 |
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| Summit Financial | 1.6M | $34M | 100% | Sep 2025 |
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| Klingman & Associates | 1.4M | $32M | 7% | Sep 2025 |
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| UBS Group | 1.4M | $31M | 15% | Sep 2025 |
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| Us Bancorp | 1.1M | $24M | -6% | Sep 2025 |
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| Apollon Wealth Management | 1.1M | $23M | 2% | Sep 2025 |
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| Sound View Wealth Advisors Group | 988k | $22M | 11% | Sep 2025 |
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| Goss Wealth Management | 950k | $21M | 38% | Sep 2025 |
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| Advisors Capital Management | 895k | $20M | 7% | Sep 2025 |
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| Vishria Bird Financial Group | 877k | $19M | 100% | Sep 2025 |
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| Stifel Financial | 876k | $19M | 4% | Sep 2025 |
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| Woodmont Investment Counsel | 796k | $18M | 1380% | Sep 2025 |
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| MV Capital Management | 744k | $16M | 1% | Jun 2025 |
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| Pamela Horwath | 692k | $15M | 11% | Sep 2025 |
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| EP Wealth Advisors | 654k | $14M | 100% | Jun 2025 |
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| Arrow Financial Corp. | 644k | $14M | -2% | Sep 2025 |
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| Commonwealth Equity Services | 643k | $14M | 1% | Sep 2025 |
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| Ameriprise Financial | 593k | $13M | -47% | Sep 2025 |
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| Rockefeller Capital Management | 592k | $13M | 1% | Sep 2025 |
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| Venture Visionary Partners | 562k | $13M | -50% | Sep 2025 |
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| LPL Financial | 511k | $11M | 8% | Sep 2025 |
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| Ironwood Wealth Management | 496k | $11M | 31% | Sep 2025 |
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| Probity Advisors | 446k | $9.9M | 5% | Sep 2025 |
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| Adviser Investments | 432k | $9.6M | 3% | Sep 2025 |
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| Commonwealth Financial Services | 422k | $9.3M | 3% | Sep 2025 |
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| Janney Montgomery Scott | 417k | $9.2M | 8% | Sep 2025 |
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| Novem Group | 406k | $9.0M | 100% | Sep 2025 |
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| Citadel Advisors | 405k | $9.0M | 145% | Sep 2025 |
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| MinichMacGregor Wealth Management | 397k | $8.8M | 1% | Sep 2025 |
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| Nestegg Advisors | 397k | $8.8M | -5% | Sep 2025 |
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| Centric Wealth Management | 380k | $8.4M | 4% | Sep 2025 |
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| Lyell Wealth Management | 372k | $8.2M | 12% | Sep 2025 |
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| Cambridge Investment Research Advisors | 366k | $8.1M | 3% | Sep 2025 |
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| Snowden Capital Advisors | 357k | $7.9M | 1% | Sep 2025 |
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| Benjamin Edwards | 350k | $7.8M | 15% | Sep 2025 |
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| Eight 31 Financial | 344k | $7.6M | 100% | Sep 2025 |
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| Guidance Point Advisors | 324k | $7.2M | 1% | Sep 2025 |
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| First National Trust Company | 320k | $7.1M | 57% | Sep 2025 |
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| Envestnet Asset Management | 307k | $6.8M | -88% | Sep 2025 |
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| Jpmorgan Chase & Co | 304k | $6.7M | 27% | Sep 2025 |
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| Peloton Wealth Strategists | 296k | $6.6M | 3% | Sep 2025 |
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| Central Trust & Investment | 293k | $6.5M | 8% | Sep 2025 |
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| Parallel Advisors | 276k | $6.1M | 4% | Sep 2025 |
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| Lido Advisors | 271k | $6.0M | 1% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 268k | $5.9M | 16% | Sep 2025 |
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| Union Bankshares | 265k | $5.9M | 1% | Sep 2025 |
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| Praetorian Wealth Management | 256k | $5.7M | 3% | Sep 2025 |
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| Glenview Trust | 253k | $5.6M | 30% | Sep 2025 |
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| Signature Wealth Management Group | 249k | $5.5M | 0% | Sep 2025 |
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| Wilkins Miller Wealth Management | 246k | $5.5M | 0% | Sep 2025 |
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| Krilogy Financial | 236k | $5.2M | 16% | Sep 2025 |
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| Droms Strauss Advisors | 235k | $5.2M | 11% | Sep 2025 |
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| Hancock Bank Trust Department | 230k | $5.1M | 8% | Sep 2025 |
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| 4Thought Financial Group | 228k | $5.0M | 3% | Sep 2025 |
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| Windsor Capital Management | 220k | $4.9M | 85% | Sep 2025 |
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| LBMC Investment Advisors | 215k | $4.8M | 0% | Sep 2025 |
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| Keeler THomas Management | 202k | $4.5M | 0% | Sep 2025 |
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| Cetera Investment Advisers | 201k | $4.5M | 54% | Sep 2025 |
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| Members Wealth | 191k | $4.2M | 4% | Sep 2025 |
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| Kestra Advisory Services | 183k | $4.1M | 16% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 169k | $3.7M | 8% | Sep 2025 |
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| MCF Advisors | 168k | $3.7M | 1% | Sep 2025 |
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| CWM | 163k | $3.6M | 7% | Sep 2025 |
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| Fulton Breakefield Broenniman d/b/a FBB Capital Partners | 150k | $3.3M | 8% | Sep 2025 |
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| Precedent Wealth Partners | 146k | $3.2M | 4% | Sep 2025 |
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| Beacon Pointe Advisors | 141k | $3.1M | -2% | Sep 2025 |
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| Quantum Financial Advisors | 134k | $3.0M | 21% | Sep 2025 |
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| J.w. Cole Advisors | 130k | $2.9M | 69% | Sep 2025 |
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| IFP Advisors | 127k | $2.8M | -5% | Sep 2025 |
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| Rossmore Private Capital | 122k | $2.7M | 22% | Sep 2025 |
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| LifePlan Financial | 120k | $2.6M | 39% | Sep 2025 |
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| Adirondack Trust | 116k | $2.6M | 10% | Sep 2025 |
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| Arcataur Capital Management | 113k | $2.5M | 0% | Sep 2025 |
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| Leo Wealth | 110k | $2.4M | 55% | Sep 2025 |
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| Hamel Associates | 110k | $2.4M | -2% | Sep 2025 |
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| Mariner Wealth Advisors | 109k | $2.4M | 15% | Sep 2025 |
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| Global Retirement Partners | 108k | $2.4M | 19% | Sep 2025 |
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| Wrapmanager | 108k | $2.4M | -33% | Sep 2025 |
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| Romano Brothers And Company | 108k | $2.4M | 246% | Sep 2025 |
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| Stonebrook Private | 102k | $2.3M | 1% | Sep 2025 |
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| Instrumental Wealth | 97k | $2.1M | 5% | Sep 2025 |
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| Wealthstar Advisors | 91k | $2.0M | 0% | Sep 2025 |
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| Laurel Wealth Advisors | 91k | $2.0M | 12% | Sep 2025 |
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| Penobscot Investment Management Company | 91k | $2.0M | 16% | Sep 2025 |
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| Associated Banc- | 91k | $2.0M | 6% | Sep 2025 |
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| Evergreen Wealth Solutions | 89k | $2.0M | 1% | Sep 2025 |
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| BlackRock | 87k | $1.9M | 6% | Sep 2025 |
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| Meridian Wealth Management | 86k | $1.9M | 20% | Sep 2025 |
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| Jones Financial Companies, L.L | 86k | $1.9M | 53% | Sep 2025 |
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| Segment Wealth Management | 86k | $1.9M | 4% | Sep 2025 |
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| CliftonLarsonAllen Wealth Advisors | 82k | $1.8M | 65% | Sep 2025 |
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| United Capital Financial Advisers | 82k | $1.8M | 7% | Sep 2025 |
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| Greater Midwest Financial Group | 80k | $1.8M | -2% | Sep 2025 |
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| Houlihan Financial Resource Group | 79k | $1.8M | -42% | Sep 2025 |
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| Drive Wealth Management | 77k | $1.7M | -1% | Sep 2025 |
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| ValMark Advisers | 77k | $1.7M | -8% | Sep 2025 |
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| Coldstream Capital Management | 76k | $1.7M | 0% | Sep 2025 |
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| LFA - Lugano Financial Advisors SA | 75k | $1.7M | 22% | Sep 2025 |
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| Paradigm, Strategies in Wealth Management | 74k | $1.6M | 3% | Sep 2025 |
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| Hm Payson & Co | 73k | $1.6M | 100% | Sep 2025 |
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| Beacon Financial | 72k | $1.6M | 26% | Sep 2025 |
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| Resonant Capital Advisors | 71k | $1.6M | 139% | Sep 2025 |
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| Cabot Money Management | 71k | $1.6M | 5% | Sep 2025 |
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| Cherry Tree Wealth Management | 69k | $1.5M | 0% | Sep 2025 |
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| Advisor Group Holdings | 65k | $1.4M | 28% | Sep 2025 |
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| Chesley, Taft & Associates | 64k | $1.4M | 2% | Sep 2025 |
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| Spinnaker Trust | 61k | $1.3M | 34% | Sep 2025 |
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| Meitav Dash Investments | 56k | $1.2M | -11% | Sep 2025 |
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| Archford Capital Strategies | 56k | $1.2M | 1% | Sep 2025 |
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| Beaumont Asset Management | 55k | $1.2M | 3% | Sep 2025 |
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| Oppenheimer & Co | 54k | $1.2M | -5% | Sep 2025 |
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| Cornell Pochily Investment Advisors | 54k | $1.2M | 100% | Sep 2025 |
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| Little House Capital | 54k | $1.2M | 2% | Sep 2025 |
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| Sax Wealth Advisors | 52k | $1.2M | 253% | Sep 2025 |
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| Centricity Wealth Management | 52k | $1.1M | 13% | Jun 2025 |
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| NovaPoint Capital | 52k | $1.1M | 7% | Sep 2025 |
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| Miracle Mile Advisors | 52k | $1.1M | 100% | Sep 2025 |
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| Freestone Capital Holdings | 51k | $1.1M | 100% | Sep 2025 |
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| Crews Bank & Trust | 51k | $1.1M | 21% | Sep 2025 |
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| FourThought Financial Partners | 49k | $1.1M | 193% | Sep 2025 |
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| Merit Financial Group | 49k | $1.1M | 54% | Sep 2025 |
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| Jane Street | 49k | $1.1M | -85% | Sep 2025 |
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| REDW Stanley Financial Advisors | 49k | $1.1M | -1% | Sep 2025 |
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| Farmers National Bank | 47k | $1.0M | 6% | Sep 2025 |
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| Bank of New Hampshire | 45k | $996k | 2% | Sep 2025 |
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| Beese Fulmer Investment Management | 45k | $985k | 58% | Sep 2025 |
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| Integrated Wealth Concepts | 42k | $936k | 13% | Sep 2025 |
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| Private Advisor | 41k | $907k | 0% | Sep 2025 |
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| Granite Harbor Advisors | 41k | $902k | 0% | Sep 2025 |
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| Captrust Financial Advisors | 41k | $900k | 14% | Sep 2025 |
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| Garrett Investment Advisors | 39k | $871k | -34% | Sep 2025 |
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| Gotham Asset Management | 39k | $864k | 0% | Sep 2025 |
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| Godshalk Welsh Capital Management | 38k | $844k | 224% | Sep 2025 |
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| Jacobi Capital Management | 37k | $811k | 16% | Sep 2025 |
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| Cowa | 36k | $787k | 33% | Sep 2025 |
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| STAR Financial Bank | 35k | $773k | -70% | Sep 2025 |
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| Baron Silver Stevens Financial Advisors | 34k | $761k | 0% | Sep 2025 |
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| Sonata Capital | 34k | $754k | 158% | Sep 2025 |
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| Montecito Bank & Trust | 34k | $753k | -17% | Sep 2025 |
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| First Interstate Bank | 33k | $726k | 0% | Sep 2025 |
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| MONECO Advisors | 33k | $726k | -6% | Sep 2025 |
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| Belpointe Asset Management | 30k | $669k | -16% | Sep 2025 |
|
Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Mb, Levis & Associates | Jun 2025 | 604k | $13M |
| PFG Private Wealth Management | Jun 2025 | 492k | $11M |
| Flow Traders US | Jun 2025 | 108k | $2.4M |