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 | 4.3M | $93M | 67% | Dec 2024 |
|
| Bank of America Corporation | 3.9M | $83M | 12% | Dec 2024 |
|
| Ameriprise Financial | 3.4M | $73M | -20% | Dec 2024 |
|
| Capital Investment Advisors | 3.1M | $68M | 9% | Mar 2025 |
|
| Raymond James Financial | 2.7M | $57M | 100% | Dec 2024 |
|
| Capital Advisors | 2.5M | $53M | 6% | Dec 2024 |
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| Morgan Stanley | 2.2M | $47M | 16% | Dec 2024 |
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| Wells Fargo & Company | 2.2M | $46M | 7% | Dec 2024 |
|
| HighTower Advisors | 1.9M | $40M | 30% | Dec 2024 |
|
| Venture Visionary Partners | 1.8M | $39M | 110% | Dec 2024 |
|
| Royal Bank of Canada | 1.8M | $38M | 35% | Dec 2024 |
|
| Sigma Investment Counselors | 1.5M | $31M | 7% | Dec 2024 |
|
| Us Bancorp | 1.2M | $25M | -6% | Dec 2024 |
|
| Klingman & Associates | 1.2M | $25M | 19% | Dec 2024 |
|
| Apollon Wealth Management | 1.0M | $22M | 100% | Dec 2024 |
|
| UBS Group | 994k | $21M | -1% | Dec 2024 |
|
| Advisors Capital Management | 738k | $16M | 3% | Dec 2024 |
|
| MV Capital Management | 734k | $16M | 9% | Mar 2025 |
|
| Sound View Wealth Advisors Group | 688k | $15M | 6% | Dec 2024 |
|
| Arrow Financial Corp. | 667k | $14M | 3% | Dec 2024 |
|
| Goss Wealth Management | 631k | $14M | 0% | Dec 2024 |
|
| Buffington Mohr McNeal | 625k | $13M | 3% | Dec 2024 |
|
| Rockefeller Capital Management | 578k | $12M | -1% | Dec 2024 |
|
| Envestnet Asset Management | 549k | $12M | 63% | Dec 2024 |
|
| Commonwealth Equity Services | 524k | $11M | 14% | Dec 2024 |
|
| Pamela Horwath | 411k | $8.8M | 42% | Dec 2024 |
|
| Commonwealth Financial Services | 411k | $8.8M | 2% | Dec 2024 |
|
| Ironwood Wealth Management | 378k | $8.2M | 6% | Mar 2025 |
|
| Lido Advisors | 377k | $8.1M | 338% | Dec 2024 |
|
| Probity Advisors | 377k | $8.1M | 29% | Dec 2024 |
|
| MinichMacGregor Wealth Management | 373k | $8.0M | 100% | Dec 2024 |
|
| Janney Montgomery Scott | 354k | $7.6M | 8% | Dec 2024 |
|
| LPL Financial | 346k | $7.4M | 32% | Dec 2024 |
|
| Adviser Investments | 344k | $7.3M | 38% | Dec 2024 |
|
| Centric Wealth Management | 331k | $7.1M | 136% | Dec 2024 |
|
| Guidance Point Advisors | 318k | $6.8M | 2% | Dec 2024 |
|
| Lyell Wealth Management | 303k | $6.5M | 13% | Dec 2024 |
|
| Nestegg Advisors | 290k | $6.2M | 100% | Dec 2024 |
|
| Keeler THomas Management | 284k | $6.1M | -4% | Dec 2024 |
|
| Cambridge Investment Research Advisors | 278k | $5.9M | 11% | Dec 2024 |
|
| Wilkins Miller Wealth Management | 262k | $5.6M | 100% | Dec 2024 |
|
| Sandy Spring Bank | 245k | $5.2M | 3% | Dec 2024 |
|
| Parallel Advisors | 242k | $5.2M | -3% | Mar 2025 |
|
| Signature Wealth Management Group | 241k | $5.1M | 6% | Dec 2024 |
|
| Peloton Wealth Strategists | 237k | $5.1M | 22% | Dec 2024 |
|
| Praetorian Wealth Management | 234k | $5.1M | 27% | Mar 2025 |
|
| Benjamin Edwards | 226k | $4.8M | 11% | Dec 2024 |
|
| 4Thought Financial Group | 213k | $4.5M | 3% | Dec 2024 |
|
| Krilogy Financial | 199k | $4.3M | 4% | Mar 2025 |
|
| Members Wealth | 183k | $4.0M | -1% | Mar 2025 |
|
| Hamel Associates | 180k | $3.8M | 101% | Dec 2024 |
|
| Sabal Trust Company | 179k | $3.8M | 28% | Dec 2024 |
|
| Executive Wealth Management | 172k | $3.7M | 36% | Dec 2024 |
|
| Central Trust & Investment | 171k | $3.7M | 315% | Dec 2024 |
|
| Garrett Investment Advisors | 159k | $3.5M | 4% | Mar 2025 |
|
| MCF Advisors | 157k | $3.3M | 1% | Dec 2024 |
|
| Wrapmanager | 156k | $3.3M | 0% | Dec 2024 |
|
| Precedent Wealth Partners | 139k | $3.0M | -7% | Dec 2024 |
|
| Kestra Advisory Services | 136k | $2.9M | 27% | Dec 2024 |
|
| Mercer Global Advisors | 128k | $2.7M | 64% | Dec 2024 |
|
| CWM | 128k | $2.7M | 3% | Dec 2024 |
|
| Beacon Pointe Advisors | 126k | $2.7M | 11% | Dec 2024 |
|
| Sanctuary Advisors | 125k | $2.7M | 9% | Dec 2024 |
|
| Houlihan Financial Resource Group | 123k | $2.6M | 38% | Dec 2024 |
|
| LBMC Investment Advisors | 113k | $2.4M | 100% | Mar 2025 |
|
| STAR Financial Bank | 106k | $2.3M | 25% | Dec 2024 |
|
| Evergreen Wealth Solutions | 104k | $2.2M | 4% | Dec 2024 |
|
| First National Trust Company | 97k | $2.1M | 139% | Dec 2024 |
|
| Northwestern Mutual Wealth Management Company | 95k | $2.0M | 57% | Dec 2024 |
|
| IFP Advisors | 94k | $2.0M | 3% | Dec 2024 |
|
| Mariner Wealth Advisors | 93k | $2.0M | 30% | Dec 2024 |
|
| Quantum Financial Advisors | 93k | $2.0M | 8% | Dec 2024 |
|
| Stonebrook Private | 93k | $2.0M | 10% | Dec 2024 |
|
| Adirondack Trust | 92k | $2.0M | 16% | Mar 2025 |
|
| Wealthstar Advisors | 91k | $1.9M | 100% | Dec 2024 |
|
| Atria Investments | 91k | $1.9M | 15% | Dec 2024 |
|
| Cetera Investment Advisers | 90k | $1.9M | 54% | Dec 2024 |
|
| Instrumental Wealth | 89k | $1.9M | 9% | Dec 2024 |
|
| Citadel Advisors | 87k | $1.9M | -37% | Dec 2024 |
|
| J.w. Cole Advisors | 82k | $1.8M | 8% | Dec 2024 |
|
| Greater Midwest Financial Group | 82k | $1.7M | 14% | Dec 2024 |
|
| Stifel Financial | 81k | $1.7M | 4% | Dec 2024 |
|
| Wealth Enhancement Advisory Services | 80k | $1.7M | 16% | Mar 2025 |
|
| Paradigm, Strategies in Wealth Management | 79k | $1.7M | -10% | Dec 2024 |
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| Coldstream Capital Management | 78k | $1.7M | -12% | Dec 2024 |
|
| Neuberger Berman Group | 77k | $1.6M | 0% | Dec 2024 |
|
| Associated Banc- | 76k | $1.6M | 56% | Dec 2024 |
|
| Flow Traders US | 76k | $1.6M | -9% | Dec 2024 |
|
| Segment Wealth Management | 76k | $1.6M | 47% | Dec 2024 |
|
| Laurel Wealth Advisors | 75k | $1.6M | 25% | Mar 2025 |
|
| Meitav Dash Investments | 69k | $1.5M | 5% | Dec 2024 |
|
| Glenview Trust | 67k | $1.4M | 99% | Dec 2024 |
|
| United Capital Financial Advisers | 66k | $1.4M | 4% | Dec 2024 |
|
| Jane Street | 64k | $1.4M | 67% | Dec 2024 |
|
| Susquehanna International | 63k | $1.3M | 100% | Dec 2024 |
|
| Cabot Money Management | 63k | $1.3M | 1% | Dec 2024 |
|
| Advisor Group Holdings | 60k | $1.3M | -14% | Dec 2024 |
|
| Chesley, Taft & Associates | 60k | $1.3M | 12% | Mar 2025 |
|
| Archford Capital Strategies | 59k | $1.3M | -1% | Dec 2024 |
|
| Cherry Tree Wealth Management | 58k | $1.2M | 12% | Dec 2024 |
|
| Invesco | 56k | $1.2M | -80% | Dec 2024 |
|
| Meridian Wealth Management | 53k | $1.1M | 58% | Dec 2024 |
|
| CliftonLarsonAllen Wealth Advisors | 52k | $1.1M | 25% | Dec 2024 |
|
| Little House Capital | 52k | $1.1M | -7% | Dec 2024 |
|
| REDW Stanley Financial Advisors | 50k | $1.1M | -34% | Dec 2024 |
|
| ValMark Advisers | 50k | $1.1M | 100% | Dec 2024 |
|
| Beacon Financial | 48k | $1.1M | 6% | Mar 2025 |
|
| NovaPoint Capital | 48k | $1.0M | 6% | Dec 2024 |
|
| Penobscot Investment Management Company | 47k | $993k | 53% | Dec 2024 |
|
| Centricity Wealth Management | 46k | $995k | 3% | Mar 2025 |
|
| Leo Wealth | 43k | $915k | 269% | Dec 2024 |
|
| Captrust Financial Advisors | 43k | $910k | 7% | Dec 2024 |
|
| Montecito Bank & Trust | 41k | $868k | 10% | Dec 2024 |
|
| Stratos Wealth Partners | 40k | $854k | 13% | Dec 2024 |
|
| LifePlan Financial | 40k | $848k | 100% | Dec 2024 |
|
| Bank of New Hampshire | 40k | $861k | 22% | Mar 2025 |
|
| Private Advisor | 39k | $833k | 3% | Dec 2024 |
|
| Mendota Financial Group | 37k | $789k | -18% | Dec 2024 |
|
| Fulton Breakefield Broenniman d/b/a FBB Capital Partners | 37k | $782k | 65% | Dec 2024 |
|
| Oppenheimer & Co | 35k | $746k | 220% | Dec 2024 |
|
| MONECO Advisors | 33k | $711k | 2% | Dec 2024 |
|
| Granite Harbor Advisors | 31k | $669k | 20% | Dec 2024 |
|
| Bank of New York Mellon | 30k | $643k | 25% | Dec 2024 |
|
| Integrated Wealth Concepts | 28k | $607k | 3% | Dec 2024 |
|
| Safeguard Financial | 28k | $605k | 19% | Mar 2025 |
|
| Gradient Capital Advisors | 28k | $591k | 10% | Dec 2024 |
|
| Spectrum Wealth Counsel | 26k | $564k | 0% | Dec 2024 |
|
| Dorsey & Whitney Trust Company | 26k | $555k | 0% | Dec 2024 |
|
| Jacobi Capital Management | 26k | $552k | 58% | Dec 2024 |
|
| McGlone Suttner Wealth Management | 25k | $530k | 22% | Dec 2024 |
|
| Mml Investors Services | 25k | $522k | 4% | Dec 2024 |
|
| Stokes Family Office | 24k | $509k | 0% | Dec 2024 |
|
| Baron Silver Stevens Financial Advisors | 23k | $492k | 100% | Dec 2024 |
|
| Romano Brothers And Company | 23k | $492k | 100% | Mar 2025 |
|
| First Interstate Bank | 23k | $482k | 100% | Dec 2024 |
|
| TD Waterhouse Canada | 23k | $480k | 100% | Dec 2024 |
|
| Roble, Belko & Company | 22k | $464k | 15% | Dec 2024 |
|
| BCS Wealth Management | 22k | $469k | 0% | Mar 2025 |
|
| Brian McDonald | 21k | $458k | 11% | Dec 2024 |
|
| Creative Planning | 21k | $448k | 100% | Dec 2024 |
|
| Thoroughbred Financial Services | 21k | $448k | 21% | Dec 2024 |
|
| Crews Bank & Trust | 21k | $440k | 100% | Dec 2024 |
|
| LFA - Lugano Financial Advisors SA | 21k | $439k | -39% | Dec 2024 |
|
| Newman Dignan & Sheerar | 21k | $439k | 6% | Dec 2024 |
|
| Oak Family Advisors | 20k | $439k | -85% | Mar 2025 |
|
| Mutual Advisors | 19k | $404k | 26% | Dec 2024 |
|
| Jones Financial Companies, L.L | 18k | $379k | 94% | Dec 2024 |
|
| Comprehensive Portfolio Management | 17k | $358k | 20% | Dec 2024 |
|
| Snowden Capital Advisors | 16k | $350k | 3% | Dec 2024 |
|
| PFG Private Wealth Management | 16k | $336k | 0% | Dec 2024 |
|
| Kesler, Norman & Wride | 12k | $258k | -36% | Dec 2024 |
|
| Syntegra Private Wealth Group | 9.4k | $201k | -61% | Dec 2024 |
|
Who sold out of Ishares Tr?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Asset Dedication | Sep 2024 | 54k | $1.2M |