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 |
|---|---|---|---|---|---|
| Bank of America Corporation | 3.5M | $77M | 65% | Sep 2024 |
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| Capital Investment Advisors | 2.6M | $58M | 9% | Sep 2024 |
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| Aptus Capital Advisors | 2.6M | $58M | 38% | Sep 2024 |
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| Capital Advisors | 2.3M | $52M | 4% | Sep 2024 |
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| Raymond James Financial Services Advisors | 2.2M | $48M | 12% | Sep 2024 |
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| Wells Fargo & Company | 2.0M | $45M | 7% | Sep 2024 |
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| Morgan Stanley | 1.7M | $35M | 10% | Jun 2024 |
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| Gateway Advisory | 1.5M | $34M | 3% | Sep 2024 |
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| Royal Bank of Canada | 1.3M | $29M | 4% | Sep 2024 |
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| Sigma Investment Counselors | 1.3M | $27M | 10% | Jun 2024 |
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| Us Bancorp | 1.3M | $28M | 0% | Sep 2024 |
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| HighTower Advisors | 1.2M | $25M | 354% | Jun 2024 |
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| Klingman & Associates | 979k | $22M | 10% | Sep 2024 |
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| Monumental Financial Group | 968k | $22M | 45% | Sep 2024 |
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| Venture Visionary Partners | 872k | $19M | 8% | Sep 2024 |
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| Advisors Capital Management | 715k | $16M | 3% | Sep 2024 |
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| Sound View Wealth Advisors Group | 646k | $14M | 31% | Sep 2024 |
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| Arrow Financial Corp. | 645k | $14M | 1% | Sep 2024 |
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| Buffington Mohr McNeal | 608k | $14M | 2% | Sep 2024 |
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| MV Capital Management | 589k | $13M | 6% | Sep 2024 |
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| Rockefeller Capital Management | 548k | $12M | 2% | Jun 2024 |
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| Commonwealth Equity Services | 458k | $10M | -14% | Sep 2024 |
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| Commonwealth Financial Services | 403k | $8.9M | 7% | Sep 2024 |
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| Ironwood Wealth Management | 344k | $7.6M | 21% | Sep 2024 |
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| Envestnet Asset Management | 337k | $7.5M | 81% | Sep 2024 |
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| Janney Montgomery Scott | 328k | $7.3M | 5% | Sep 2024 |
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| Guidance Point Advisors | 311k | $6.9M | -5% | Sep 2024 |
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| Platte River Wealth Advisors | 309k | $6.8M | -2% | Sep 2024 |
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| Keeler THomas Management | 296k | $6.6M | 0% | Sep 2024 |
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| Probity Advisors | 291k | $6.5M | 15% | Sep 2024 |
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| Pamela Horwath | 289k | $6.4M | 49% | Sep 2024 |
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| Invesco | 287k | $6.4M | 100% | Sep 2024 |
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| Lyell Wealth Management | 269k | $6.0M | 13% | Sep 2024 |
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| LPL Financial | 262k | $5.8M | 26% | Sep 2024 |
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| Adviser Investments | 250k | $5.5M | 100% | Sep 2024 |
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| Cambridge Investment Research Advisors | 250k | $5.5M | 2% | Sep 2024 |
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| Sandy Spring Bank | 239k | $5.3M | 8% | Sep 2024 |
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| Raymond James & Associates | 227k | $5.0M | 20% | Sep 2024 |
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| Signature Wealth Management Group | 226k | $5.0M | 1% | Sep 2024 |
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| Oak Family Advisors | 208k | $4.6M | -1% | Sep 2024 |
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| 4Thought Financial Group | 207k | $4.6M | 1% | Sep 2024 |
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| Benjamin Edwards | 203k | $4.5M | 530% | Sep 2024 |
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| Parallel Advisors | 202k | $4.5M | 56% | Sep 2024 |
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| Peloton Wealth Strategists | 194k | $4.3M | 5% | Sep 2024 |
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| Krilogy Financial | 193k | $4.3M | 4% | Sep 2024 |
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| Benjamin F. Edwards & Company | 168k | $3.6M | 10% | Jun 2024 |
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| Praetorian Wealth Management | 165k | $3.7M | 7% | Sep 2024 |
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| Wrapmanager | 155k | $3.4M | 2% | Sep 2024 |
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| MCF Advisors | 155k | $3.4M | 1% | Sep 2024 |
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| Precedent Wealth Partners | 150k | $3.3M | 17% | Sep 2024 |
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| Sabal Trust Company | 139k | $3.1M | 79% | Sep 2024 |
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| Citadel Advisors | 137k | $3.0M | 1312% | Sep 2024 |
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| Garrett Investment Advisors | 137k | $3.0M | 6% | Sep 2024 |
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| Executive Wealth Management | 126k | $2.8M | 257% | Sep 2024 |
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| CWM | 123k | $2.7M | 12% | Sep 2024 |
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| Beacon Pointe Advisors | 114k | $2.5M | 10% | Sep 2024 |
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| Sanctuary Advisors | 114k | $2.4M | 50% | Sep 2024 |
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| Kestra Advisory Services | 108k | $2.4M | -7% | Sep 2024 |
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| Evergreen Wealth Solutions | 100k | $2.2M | 6% | Sep 2024 |
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| Goss Wealth Management | 99k | $2.1M | 15% | Jun 2024 |
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| Lido Advisors | 93k | $2.0M | 4% | Jun 2024 |
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| IFP Advisors | 92k | $2.0M | 0% | Jun 2024 |
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| Hamel Associates | 90k | $2.0M | 45% | Sep 2024 |
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| Houlihan Financial Resource Group | 89k | $2.0M | 307% | Sep 2024 |
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| Coldstream Capital Management | 88k | $2.0M | 6% | Sep 2024 |
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| Paradigm, Strategies in Wealth Management | 88k | $1.9M | 28% | Sep 2024 |
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| Quantum Financial Advisors | 86k | $1.9M | 15% | Sep 2024 |
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| Stonebrook Private | 84k | $1.9M | 43% | Sep 2024 |
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| STAR Financial Bank | 84k | $1.9M | 46% | Sep 2024 |
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| Flow Traders US | 83k | $1.8M | 100% | Sep 2024 |
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| Instrumental Wealth | 82k | $1.8M | 3% | Sep 2024 |
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| Atria Investments | 79k | $1.8M | 11% | Sep 2024 |
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| J.w. Cole Advisors | 76k | $1.7M | 100% | Sep 2024 |
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| REDW Stanley Financial Advisors | 76k | $1.7M | 3% | Sep 2024 |
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| Stifel Financial | 75k | $1.6M | 7% | Jun 2024 |
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| Greater Midwest Financial Group | 72k | $1.6M | 100% | Sep 2024 |
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| Mariner Wealth Advisors | 72k | $1.6M | 3% | Sep 2024 |
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| Neuberger Berman Group | 72k | $1.5M | 1% | Jun 2024 |
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| Advisor Group Holdings | 69k | $1.5M | 154% | Sep 2024 |
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| Meitav Dash Investments | 65k | $1.4M | 16% | Sep 2024 |
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| United Capital Financial Advisers | 64k | $1.4M | 2% | Sep 2024 |
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| Cabot Money Management | 62k | $1.4M | 24% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 60k | $1.3M | 62% | Sep 2024 |
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| Archford Capital Strategies | 60k | $1.3M | -2% | Sep 2024 |
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| Little House Capital | 56k | $1.2M | 4% | Sep 2024 |
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| Asset Dedication | 54k | $1.2M | -28% | Sep 2024 |
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| Cherry Tree Wealth Management | 52k | $1.2M | 22% | Sep 2024 |
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| Segment Wealth Management | 52k | $1.1M | 11% | Sep 2024 |
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| Associated Banc- | 51k | $1.1M | 27% | Jun 2024 |
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| Mercer Global Advisors | 48k | $320k | 147% | Jun 2024 |
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| Mendota Financial Group | 45k | $1.0M | 10% | Sep 2024 |
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| NovaPoint Capital | 45k | $1.0M | 15% | Sep 2024 |
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| Farmers National Bank | 43k | $914k | 4% | Jun 2024 |
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| Cetera Investment Advisers | 43k | $911k | -20% | Jun 2024 |
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| CliftonLarsonAllen Wealth Advisors | 42k | $919k | 1% | Sep 2024 |
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| Central Trust & Investment | 41k | $914k | 51% | Sep 2024 |
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| Adirondack Trust | 41k | $903k | 89% | Sep 2024 |
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| First National Trust Company | 41k | $901k | 112% | Sep 2024 |
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| Captrust Financial Advisors | 40k | $881k | 9% | Sep 2024 |
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| Chesley, Taft & Associates | 40k | $876k | 46% | Sep 2024 |
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| Jane Street | 38k | $849k | -72% | Sep 2024 |
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| Private Advisor | 38k | $839k | 18% | Sep 2024 |
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| Montecito Bank & Trust | 37k | $817k | 91% | Sep 2024 |
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| Beacon Financial | 36k | $805k | -15% | Sep 2024 |
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| Stratos Wealth Partners | 36k | $787k | 1% | Sep 2024 |
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| LFA - Lugano Financial Advisors SA | 34k | $743k | 100% | Sep 2024 |
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| Glenview Trust | 34k | $743k | 11% | Sep 2024 |
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| Meridian Wealth Management | 33k | $741k | 100% | Sep 2024 |
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| MONECO Advisors | 33k | $721k | 3% | Sep 2024 |
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| Penobscot Investment Management Company | 30k | $673k | 155% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 28k | $600k | 10% | Jun 2024 |
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| Safeguard Financial | 28k | $624k | 107% | Sep 2024 |
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| Integrated Wealth Concepts | 28k | $611k | -8% | Sep 2024 |
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| Spectrum Wealth Counsel | 26k | $583k | 0% | Sep 2024 |
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| Granite Harbor Advisors | 26k | $581k | 4% | Sep 2024 |
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| Dorsey & Whitney Trust Company | 26k | $576k | 0% | Sep 2024 |
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| Gradient Capital Advisors | 25k | $557k | 3% | Sep 2024 |
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| Bank of New York Mellon | 24k | $535k | 24% | Sep 2024 |
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| Syntegra Private Wealth Group | 24k | $532k | 28% | Sep 2024 |
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| Stokes Family Office | 24k | $529k | 0% | Sep 2024 |
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| Old Mission Capital | 24k | $505k | -74% | Jun 2024 |
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| Mml Investors Services | 24k | $521k | 25% | Sep 2024 |
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| Fulton Breakefield Broenniman d/b/a FBB Capital Partners | 22k | $493k | 43% | Sep 2024 |
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| BCS Wealth Management | 22k | $479k | 0% | Sep 2024 |
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| McGlone Suttner Wealth Management | 20k | $452k | 24% | Sep 2024 |
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| Brian McDonald | 19k | $429k | 2% | Sep 2024 |
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| Newman Dignan & Sheerar | 19k | $418k | 37% | Sep 2024 |
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| Roble, Belko & Company | 19k | $419k | 0% | Sep 2024 |
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| Kesler, Norman & Wride | 19k | $417k | 14% | Sep 2024 |
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| Thoroughbred Financial Services | 17k | $383k | 8% | Sep 2024 |
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| Branch Banking & Trust Company | 17k | $358k | -52% | Jun 2024 |
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| Snowden Capital Advisors | 16k | $354k | 0% | Sep 2024 |
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| PFG Private Wealth Management | 16k | $349k | -18% | Sep 2024 |
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| Laurel Wealth Advisors | 16k | $346k | 2129% | Sep 2024 |
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| Prosperity Planning | 15k | $336k | 0% | Sep 2024 |
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| Mutual Advisors | 15k | $325k | 0% | Sep 2024 |
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| 4J Wealth Management | 15k | $324k | 4% | Sep 2024 |
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| Comprehensive Portfolio Management | 14k | $310k | 30% | Sep 2024 |
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| Bank of New Hampshire | 14k | $304k | 0% | Sep 2024 |
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| Bradley & Co. Private Wealth Management | 14k | $289k | -2% | Jun 2024 |
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| Johnson Bixby & Associates | 14k | $301k | 1% | Sep 2024 |
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| James Investment Research | 13k | $292k | 10% | Sep 2024 |
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| Straight Path Wealth Management | 13k | $278k | 0% | Sep 2024 |
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| Leo Wealth | 12k | $257k | 100% | Sep 2024 |
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| Scotia Capital | 11k | $251k | 0% | Sep 2024 |
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| Summit Wealth Partners | 11k | $249k | 0% | Sep 2024 |
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| Oppenheimer & Co | 11k | $242k | 100% | Sep 2024 |
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| Yoder Wealth Management | 11k | $242k | 0% | Sep 2024 |
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| Fortis Capital Management | 11k | $236k | 100% | Sep 2024 |
|
Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Jun 2024 | 26k | $557k |
| Wealthstar Advisors | Mar 2024 | 16k | $347k |