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 | 9.1M | $199M | 100% | Mar 2026 |
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| Aptus Capital Advisors | 6.0M | $132M | 2% | Mar 2026 |
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| Mercer Global Advisors | 5.4M | $118M | -13% | Mar 2026 |
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| Morgan Stanley | 4.7M | $104M | 33% | Mar 2026 |
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| Capital Investment Advisors | 4.1M | $89M | 4% | Mar 2026 |
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| Raymond James Financial | 3.5M | $78M | 44% | Dec 2025 |
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| Capital Advisors | 3.2M | $70M | 6% | Mar 2026 |
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| Wells Fargo & Company | 2.9M | $64M | -3% | Mar 2026 |
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| Royal Bank of Canada | 2.5M | $55M | 21% | Mar 2026 |
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| Hm Payson & Co | 2.5M | $54M | 48% | Mar 2026 |
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| HighTower Advisors | 2.4M | $52M | 3% | Mar 2026 |
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| UBS Group | 2.1M | $46M | 13% | Mar 2026 |
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| Lido Advisors | 2.0M | $43M | 594% | Mar 2026 |
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| Sound View Wealth Advisors Group | 1.7M | $38M | 18% | Mar 2026 |
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| Sigma Investment Counselors | 1.6M | $36M | 1% | Mar 2026 |
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| Summit Financial | 1.6M | $35M | 2% | Mar 2026 |
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| Gratus Wealth Advisors | 1.6M | $35M | 8% | Mar 2026 |
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| Klingman & Associates | 1.6M | $35M | 9% | Dec 2025 |
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| Kathmere Capital Management | 1.5M | $33M | 9% | Mar 2026 |
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| RVW Wealth | 1.2M | $26M | 8% | Mar 2026 |
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| Venture Visionary Partners | 1.2M | $26M | 106% | Mar 2026 |
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| Us Bancorp | 1.1M | $25M | 2% | Dec 2025 |
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| Woodmont Investment Counsel | 1.1M | $23M | 12% | Mar 2026 |
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| Stifel Financial | 1.1M | $23M | 11% | Mar 2026 |
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| LPL Financial | 1.0M | $23M | 21% | Mar 2026 |
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| Advisors Capital Management | 979k | $21M | 3% | Mar 2026 |
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| MV Capital Management | 920k | $20M | 10% | Mar 2026 |
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| Pamela Horwath | 882k | $19M | 9% | Mar 2026 |
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| Commonwealth Equity Services | 717k | $16M | 3% | Mar 2026 |
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| EP Wealth Advisors | 714k | $16M | -1% | Mar 2026 |
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| Arrow Financial Corp. | 685k | $15M | 3% | Mar 2026 |
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| Mariner Wealth Advisors | 656k | $14M | 7% | Mar 2026 |
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| BlackRock | 653k | $14M | 60% | Mar 2026 |
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| Kestra Advisory Services | 650k | $14M | 37% | Mar 2026 |
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| Ameriprise Financial | 646k | $14M | 8% | Mar 2026 |
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| Rockefeller Capital Management | 623k | $14M | 3% | Mar 2026 |
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| First National Trust Company | 589k | $13M | 31% | Mar 2026 |
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| PFG Private Wealth Management | 586k | $13M | 100% | Dec 2025 |
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| Ironwood Wealth Management | 556k | $12M | 4% | Mar 2026 |
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| Janney Montgomery Scott | 542k | $12M | 20% | Mar 2026 |
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| Probity Advisors | 519k | $11M | 11% | Mar 2026 |
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| Central Trust & Investment | 502k | $11M | 15% | Mar 2026 |
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| Glenview Trust | 481k | $11M | 49% | Mar 2026 |
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| Rebalance | 478k | $11M | 4% | Mar 2026 |
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| Commonwealth Financial Services | 471k | $10M | 7% | Mar 2026 |
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| Lyell Wealth Management | 468k | $10M | 3% | Mar 2026 |
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| Captrust Financial Advisors | 467k | $10M | 1051% | Dec 2025 |
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| Parkway Wealth Management Group | 463k | $10M | 11% | Mar 2026 |
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| Benjamin Edwards | 461k | $10M | 1% | Mar 2026 |
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| MinichMacGregor Wealth Management | 456k | $10M | 7% | Mar 2026 |
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| Snowden Capital Advisors | 438k | $9.7M | 23% | Dec 2025 |
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| Adviser Investments | 433k | $9.5M | 0% | Mar 2026 |
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| Cornerstone Planning | 430k | $9.4M | 31% | Mar 2026 |
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| Centric Wealth Management | 419k | $9.1M | 6% | Mar 2026 |
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| Guidance Point Advisors | 413k | $9.0M | 4% | Mar 2026 |
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| Union Bankshares | 400k | $8.8M | 10% | Mar 2026 |
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| Cambridge Investment Research Advisors | 394k | $8.6M | 3% | Mar 2026 |
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| Envestnet Asset Management | 387k | $8.5M | 89% | Mar 2026 |
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| Sanctuary Advisors | 377k | $8.2M | 9% | Mar 2026 |
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| Parallel Advisors | 374k | $8.2M | 6% | Mar 2026 |
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| Eight 31 Financial | 361k | $7.9M | -2% | Mar 2026 |
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| Peloton Wealth Strategists | 360k | $7.9M | 21% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 354k | $7.7M | 7% | Mar 2026 |
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| Arcadia Investment Advisors | 318k | $7.0M | 8% | Mar 2026 |
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| Praetorian Wealth Management | 298k | $6.5M | 7% | Mar 2026 |
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| Hanson McClain Advisors | 269k | $5.9M | 1058% | Dec 2025 |
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| Wilkins Miller Wealth Management | 257k | $5.6M | 2% | Mar 2026 |
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| Droms Strauss Advisors | 255k | $5.6M | 0% | Mar 2026 |
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| Atria Investments | 250k | $5.5M | 7% | Mar 2026 |
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| Resources Investment Advisors | 249k | $5.5M | 0% | Mar 2026 |
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| Krilogy Financial | 248k | $5.4M | 1% | Mar 2026 |
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| Signature Wealth Management Group | 248k | $5.4M | 0% | Mar 2026 |
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| IFP Advisors | 248k | $5.4M | 9% | Mar 2026 |
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| Windsor Capital Management | 242k | $5.3M | 6% | Mar 2026 |
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| LBMC Investment Advisors | 239k | $5.3M | 12% | Dec 2025 |
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| 4Thought Financial Group | 239k | $5.2M | 0% | Mar 2026 |
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| Hancock Bank Trust Department | 238k | $5.2M | 6% | Mar 2026 |
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| InvesTrust | 229k | $5.0M | 346% | Mar 2026 |
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| Cetera Investment Advisers | 216k | $4.7M | -6% | Mar 2026 |
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| Quantum Financial Advisors | 212k | $4.7M | 32% | Mar 2026 |
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| CWM | 207k | $4.6M | 27% | Dec 2025 |
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| Members Wealth | 206k | $4.5M | 6% | Mar 2026 |
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| Winthrop Partners - WNY | 206k | $4.5M | 5% | Mar 2026 |
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| Houlihan Financial Resource Group | 205k | $4.5M | 4% | Mar 2026 |
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| United Capital Financial Advisers | 200k | $4.4M | 69% | Mar 2026 |
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| Virginia Wealth Management Group | 199k | $4.4M | -1% | Mar 2026 |
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| Chicago Partners Investment | 199k | $4.4M | 1670% | Mar 2026 |
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| Rossmore Private Capital | 189k | $4.1M | 6% | Mar 2026 |
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| Hamel Associates | 187k | $4.1M | 15% | Mar 2026 |
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| Gotham Asset Management | 181k | $4.0M | 98% | Mar 2026 |
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| Romano Brothers And Company | 174k | $3.8M | 11% | Mar 2026 |
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| MCF Advisors | 171k | $3.7M | 1% | Mar 2026 |
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| Stratos Wealth Partners | 171k | $3.7M | 63% | Mar 2026 |
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| Fulton Breakefield Broenniman d/b/a FBB Capital Partners | 166k | $3.6M | 7% | Mar 2026 |
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| Adirondack Trust | 164k | $3.6M | 23% | Mar 2026 |
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| Precedent Wealth Partners | 162k | $3.6M | 4% | Mar 2026 |
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| Penobscot Investment Management Company | 158k | $3.5M | 21% | Mar 2026 |
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| Cornell Pochily Investment Advisors | 157k | $3.4M | 93% | Mar 2026 |
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| FourThought Financial Partners | 154k | $3.4M | 64% | Mar 2026 |
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| Advisor Group Holdings | 150k | $3.3M | 132% | Dec 2025 |
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| Stonebrook Private | 150k | $3.3M | 4% | Mar 2026 |
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| Beacon Pointe Advisors | 150k | $3.3M | 6% | Dec 2025 |
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| J.w. Cole Advisors | 145k | $3.2M | 12% | Mar 2026 |
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| Spinnaker Trust | 134k | $2.9M | 76% | Mar 2026 |
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| Arcataur Capital Management | 134k | $2.9M | 19% | Mar 2026 |
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| LifePlan Financial | 130k | $2.8M | 6% | Mar 2026 |
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| Beese Fulmer Investment Management | 129k | $2.8M | 18% | Mar 2026 |
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| Twin Cities Retirement Group | 125k | $2.7M | 100% | Mar 2026 |
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| Leo Wealth | 124k | $2.7M | 11% | Mar 2026 |
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| ValMark Advisers | 122k | $2.7M | 16% | Mar 2026 |
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| Evergreen Wealth Solutions | 121k | $2.7M | 36% | Mar 2026 |
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| Jones Financial Companies, L.L | 121k | $2.7M | 41% | Dec 2025 |
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| Laurel Wealth Advisors | 119k | $2.6M | 18% | Mar 2026 |
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| Shufro Rose & Co | 116k | $2.5M | 100% | Mar 2026 |
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| Sowell Financial Services | 115k | $2.5M | 38% | Mar 2026 |
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| Global Retirement Partners | 114k | $2.5M | 5% | Dec 2025 |
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| Keeler THomas Management | 114k | $2.5M | -43% | Mar 2026 |
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| CliftonLarsonAllen Wealth Advisors | 112k | $2.5M | 38% | Mar 2026 |
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| Beaumont Asset Management | 112k | $2.4M | 59% | Mar 2026 |
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| Associated Banc- | 109k | $2.4M | 11% | Mar 2026 |
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| Instrumental Wealth | 108k | $2.4M | 1% | Mar 2026 |
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| Citadel Advisors | 102k | $2.2M | 100% | Mar 2026 |
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| Roble, Belko & Company | 102k | $2.2M | 288% | Mar 2026 |
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| AssuredPartners Investment Advisors | 102k | $2.2M | 100% | Mar 2026 |
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| Segment Wealth Management | 102k | $2.2M | 17% | Mar 2026 |
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| Godshalk Welsh Capital Management | 95k | $2.1M | 54% | Mar 2026 |
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| Meridian Wealth Management | 95k | $2.1M | 4% | Mar 2026 |
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| LFA - Lugano Financial Advisors SA | 95k | $2.1M | 8% | Mar 2026 |
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| Merit Financial Group | 93k | $2.0M | 45% | Mar 2026 |
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| Strid | 92k | $2.0M | 100% | Mar 2026 |
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| Miracle Mile Advisors | 91k | $2.0M | 55% | Mar 2026 |
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| Wrapmanager | 90k | $2.0M | 2% | Mar 2026 |
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| Resonant Capital Advisors | 89k | $1.9M | 8% | Mar 2026 |
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| 10Elms | 88k | $1.9M | 220% | Mar 2026 |
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| Cabot Money Management | 87k | $1.9M | 15% | Mar 2026 |
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| Wealthstar Advisors | 84k | $1.8M | 3% | Mar 2026 |
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| Crews Bank & Trust | 81k | $1.8M | 5% | Mar 2026 |
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| Beacon Financial | 80k | $1.8M | 1% | Mar 2026 |
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| Breachway Investments | 80k | $1.7M | 1% | Mar 2026 |
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| Coldstream Capital Management | 78k | $1.7M | 1% | Mar 2026 |
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| Cherry Tree Wealth Management | 75k | $1.6M | 3% | Mar 2026 |
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| Quadrature Capital | 74k | $1.6M | 100% | Dec 2025 |
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| Sonata Capital | 68k | $1.5M | 23% | Mar 2026 |
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| Nestegg Advisors | 68k | $1.5M | -68% | Mar 2026 |
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| Chesley, Taft & Associates | 68k | $1.5M | 0% | Mar 2026 |
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| Private Advisor | 68k | $1.5M | 10% | Mar 2026 |
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| OFS Enterprise | 66k | $1.4M | 100% | Mar 2026 |
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| Oldfather Financial Services | 66k | $1.5M | 270% | Dec 2025 |
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| Harbor Advisory Corp | 63k | $1.4M | 34% | Mar 2026 |
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| Meitav Dash Investments | 63k | $1.4M | 27% | Mar 2026 |
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| Paradigm, Strategies in Wealth Management | 63k | $1.4M | -5% | Mar 2026 |
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| Drive Wealth Management | 61k | $1.3M | -13% | Mar 2026 |
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| Novem Group | 36k | $788k | -92% | Mar 2026 |
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| Apollon Wealth Management | 14k | $307k | -99% | Mar 2026 |
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Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Goss Wealth Management | Dec 2025 | 1.1M | $25M |
| Jpmorgan Chase & Co | Sep 2025 | 304k | $6.7M |
| Wealth Enhancement Advisory Services | Dec 2025 | 181k | $4.0M |
| Greater Midwest Financial Group | Dec 2025 | 93k | $2.1M |