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 |
|---|---|---|---|---|---|
| Capital Investment Advisors | 2.2M | $46M | 12% | Mar 2024 |
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| Bank of America Corporation | 1.8M | $40M | 15% | Dec 2023 |
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| UBS Group | 1.7M | $36M | 245% | Dec 2023 |
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| Golub Group | 1.5M | $32M | 100% | Dec 2023 |
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| Gateway Advisory | 1.3M | $29M | 64% | Dec 2023 |
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| Sigma Investment Counselors | 1.2M | $25M | 30% | Mar 2024 |
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| Us Bancorp | 1.1M | $24M | 127% | Dec 2023 |
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| Royal Bank of Canada | 1.0M | $22M | 313% | Dec 2023 |
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| Raymond James Financial Services Advisors | 933k | $20M | 8% | Mar 2024 |
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| Klingman & Associates | 653k | $14M | 85% | Dec 2023 |
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| Arrow Financial Corp. | 596k | $13M | 10% | Dec 2023 |
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| Buffington Mohr McNeal | 587k | $13M | 11% | Mar 2024 |
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| Venture Visionary Partners | 555k | $12M | 27% | Dec 2023 |
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| MV Capital Management | 532k | $11M | 36% | Mar 2024 |
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| Rockefeller Capital Management | 480k | $10M | 5% | Dec 2023 |
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| Cambridge Investment Research Advisors | 461k | $9.9M | 3239% | Mar 2024 |
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| Commonwealth Equity Services | 367k | $7.9M | 19% | Dec 2023 |
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| Wells Fargo & Company | 349k | $7.5M | 150% | Dec 2023 |
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| Sound View Wealth Advisors Group | 337k | $7.3M | 100% | Dec 2023 |
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| Platte River Wealth Advisors | 320k | $6.8M | 22% | Mar 2024 |
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| Janney Montgomery Scott | 275k | $6.0M | 4% | Dec 2023 |
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| Keeler THomas Management | 267k | $5.8M | 0% | Dec 2023 |
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| Ironwood Wealth Management | 256k | $5.5M | 139% | Mar 2024 |
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| Guidance Point Advisors | 252k | $5.5M | 24% | Dec 2023 |
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| Signature Wealth Management Group | 221k | $4.6M | 9% | Mar 2024 |
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| Oak Family Advisors | 208k | $4.4M | 9% | Mar 2024 |
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| 4Thought Financial Group | 194k | $4.1M | 15% | Mar 2024 |
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| Sandy Spring Bank | 185k | $4.0M | 11% | Dec 2023 |
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| Krilogy Financial | 185k | $3.9M | 2% | Mar 2024 |
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| Raymond James & Associates | 183k | $3.9M | 38% | Mar 2024 |
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| Lyell Wealth Management | 173k | $3.7M | 79% | Dec 2023 |
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| Peloton Wealth Strategists | 160k | $3.5M | 12% | Dec 2023 |
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| MCF Advisors | 152k | $3.2M | 2% | Mar 2024 |
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| HighTower Advisors | 150k | $3.2M | 514% | Dec 2023 |
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| Benjamin F. Edwards & Company | 140k | $3.0M | 873% | Dec 2023 |
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| Wrapmanager | 139k | $3.0M | 100% | Dec 2023 |
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| Praetorian Wealth Management | 125k | $2.7M | 55% | Mar 2024 |
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| Garrett Investment Advisors | 120k | $2.6M | -15% | Mar 2024 |
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| Precedent Wealth Partners | 111k | $2.4M | 15% | Mar 2024 |
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| Goldman Sachs Group | 106k | $2.3M | 100% | Dec 2023 |
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| Probity Advisors | 101k | $2.2M | 100% | Dec 2023 |
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| Kestra Advisory Services | 100k | $2.2M | 100% | Dec 2023 |
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| CWM | 99k | $2.1M | 31% | Mar 2024 |
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| IFP Advisors | 88k | $1.9M | 5106% | Dec 2023 |
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| Instrumental Wealth | 77k | $1.7M | 100% | Dec 2023 |
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| Stifel Financial | 74k | $1.6M | 2% | Dec 2023 |
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| Citadel Advisors | 73k | $1.6M | 100% | Dec 2023 |
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| Evergreen Wealth Solutions | 72k | $1.6M | 15% | Dec 2023 |
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| Pamela Horwath | 69k | $1.5M | 17% | Dec 2023 |
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| Parallel Advisors | 69k | $1.5M | 100% | Dec 2023 |
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| Lido Advisors | 65k | $1.4M | 100% | Dec 2023 |
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| United Capital Financial Advisers | 64k | $1.4M | -5% | Dec 2023 |
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| Neuberger Berman Group | 62k | $1.3M | 100% | Dec 2023 |
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| Archford Capital Strategies | 59k | $1.3M | -1% | Mar 2024 |
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| Coldstream Capital Management | 50k | $1.1M | 216% | Dec 2023 |
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| Little House Capital | 47k | $1.0M | -17% | Mar 2024 |
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| Beacon Pointe Advisors | 41k | $896k | 63% | Dec 2023 |
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| Mendota Financial Group | 41k | $868k | 54% | Mar 2024 |
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| REDW Stanley Financial Advisors | 39k | $839k | 69% | Dec 2023 |
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| Stratos Wealth Partners | 37k | $790k | 15% | Mar 2024 |
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| Captrust Financial Advisors | 37k | $797k | 12% | Dec 2023 |
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| Segment Wealth Management | 36k | $764k | 51% | Mar 2024 |
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| Cabot Money Management | 36k | $771k | 6% | Dec 2023 |
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| Associated Banc- | 29k | $637k | 5% | Dec 2023 |
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| Benjamin Edwards | 29k | $629k | -2% | Dec 2023 |
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| Paradigm, Strategies in Wealth Management | 27k | $590k | 51% | Dec 2023 |
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| MONECO Advisors | 27k | $572k | 94% | Mar 2024 |
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| Stonebrook Private | 27k | $573k | 100% | Dec 2023 |
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| Dorsey & Whitney Trust Company | 26k | $563k | 0% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 26k | $547k | 9% | Mar 2024 |
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| Beacon Financial | 26k | $552k | 100% | Dec 2023 |
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| Central Trust & Investment | 23k | $501k | -1% | Mar 2024 |
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| Spectrum Wealth Counsel | 23k | $506k | 100% | Dec 2023 |
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| Nwam | 23k | $499k | 100% | Dec 2023 |
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| AE Wealth Management | 22k | $469k | -57% | Dec 2023 |
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| Gradient Capital Advisors | 22k | $460k | 38% | Mar 2024 |
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| CliftonLarsonAllen Wealth Advisors | 21k | $444k | 100% | Dec 2023 |
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| Stokes Family Office | 20k | $440k | 100% | Dec 2023 |
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| Mariner Wealth Advisors | 20k | $435k | 100% | Dec 2023 |
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| PFG Private Wealth Management | 20k | $427k | -94% | Mar 2024 |
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| Roble, Belko & Company | 19k | $405k | 0% | Mar 2024 |
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| McGlone Suttner Wealth Management | 17k | $361k | 3% | Mar 2024 |
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| Kesler, Norman & Wride | 17k | $353k | 0% | Mar 2024 |
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| Wealthstar Advisors | 16k | $347k | 35% | Mar 2024 |
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| Syntegra Private Wealth Group | 15k | $321k | 0% | Dec 2023 |
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| Granite Harbor Advisors | 15k | $320k | 0% | Dec 2023 |
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| Adirondack Trust | 15k | $313k | 33% | Mar 2024 |
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| Montecito Bank & Trust | 15k | $310k | 100% | Mar 2024 |
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| 4J Wealth Management | 14k | $300k | 100% | Mar 2024 |
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| Bradley & Co. Private Wealth Management | 14k | $301k | 0% | Dec 2023 |
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| Johnson Bixby & Associates | 13k | $284k | 42% | Mar 2024 |
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| Snowden Capital Advisors | 13k | $270k | 0% | Dec 2023 |
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| James Investment Research | 12k | $259k | 100% | Dec 2023 |
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| Chesley, Taft & Associates | 12k | $253k | 100% | Mar 2024 |
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| Lincoln National | 12k | $254k | 100% | Dec 2023 |
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| Jane Street | 11k | $245k | -96% | Dec 2023 |
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| Scotia Capital | 11k | $245k | 100% | Dec 2023 |
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| Yoder Wealth Management | 11k | $233k | 0% | Mar 2024 |
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| Bank of New York Mellon | 11k | $232k | 100% | Mar 2024 |
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| Comprehensive Portfolio Management | 11k | $231k | 0% | Mar 2024 |
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| Mutual Advisors | 10k | $220k | 100% | Dec 2023 |
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| BCS Wealth Management | 10k | $216k | 100% | Dec 2023 |
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| Straight Path Wealth Management | 9.9k | $213k | 100% | Dec 2023 |
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| Safeguard Financial | 9.7k | $208k | 100% | Mar 2024 |
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| Executive Wealth Management | 9.6k | $208k | 100% | Dec 2023 |
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| Bank of New Hampshire | 7.8k | $168k | 34% | Dec 2023 |
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| Cherry Tree Wealth Management | 7.3k | $159k | 100% | Dec 2023 |
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| Koesten, Hirschmann & Crabtree | 5.9k | $127k | 100% | Dec 2023 |
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| Bogart Wealth | 5.7k | $122k | 14% | Mar 2024 |
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| Harbour Investments | 4.7k | $101k | 2% | Dec 2023 |
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| Steward Partners Investment Advisory | 2.3k | $51k | 0% | Dec 2023 |
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| Element Wealth | 2.3k | $51k | 0% | Dec 2023 |
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| Trust | 2.3k | $50k | 100% | Mar 2024 |
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| Advisor Group Holdings | 2.2k | $48k | 90% | Dec 2023 |
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| Global Retirement Partners | 2.2k | $47k | 100% | Mar 2024 |
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| Bartlett & Co. | 2.0k | $43k | 0% | Dec 2023 |
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| Bartlett & Co. Wealth Management | 2.0k | $43k | 0% | Dec 2023 |
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| Addison Advisors | 1.9k | $42k | 1029% | Dec 2023 |
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| Capital Analysts | 1.3k | $27k | 100% | Dec 2023 |
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| Phillips Financial Management | 1.1k | $24k | 100% | Mar 2024 |
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| Advisory Services Network | 1.0k | $22k | 100% | Dec 2023 |
|
| Hanson McClain Advisors | 978.00 | $21k | 0% | Mar 2024 |
|
| AdvisorNet Financial | 856.00 | $18k | 1% | Mar 2024 |
|
Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Cary Street Partner Investment Advisory | Sep 2023 | 1.2k | $24k |