Who owns ISHARES TR?
- Ticker: IBDW
- CUSIP Number: 46436e486
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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 3.6M | $77M | 4% | Sep 2024 |
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| Aptus Capital Advisors | 3.5M | $75M | 38% | Sep 2024 |
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| Capital Investment Advisors | 2.2M | $47M | 15% | Sep 2024 |
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| Bank of America Corporation | 2.2M | $46M | 8% | Sep 2024 |
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| Venture Visionary Partners | 1.9M | $41M | 16% | Sep 2024 |
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| Morgan Stanley | 1.9M | $41M | 9% | Jun 2024 |
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| Gateway Advisory | 1.6M | $34M | 3% | Sep 2024 |
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| Raymond James Financial Services Advisors | 1.3M | $28M | 28% | Sep 2024 |
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| Sigma Investment Counselors | 1.2M | $25M | 15% | Jun 2024 |
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| Goss Wealth Management | 1.1M | $23M | -4% | Jun 2024 |
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| Lido Advisors | 821k | $17M | -6% | Jun 2024 |
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| Klingman & Associates | 774k | $16M | 18% | Sep 2024 |
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| Arrow Financial Corp. | 680k | $14M | 1% | Sep 2024 |
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| Envision Financial Planning | 660k | $14M | 4% | Sep 2024 |
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| Sound View Wealth Advisors Group | 651k | $14M | 29% | Sep 2024 |
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| Buffington Mohr McNeal | 643k | $14M | 4% | Sep 2024 |
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| Us Bancorp | 639k | $14M | 85% | Sep 2024 |
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| Advisors Capital Management | 633k | $13M | 5% | Sep 2024 |
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| Golub Group | 618k | $13M | 1% | Sep 2024 |
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| Rockefeller Capital Management | 573k | $12M | 2% | Jun 2024 |
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| MV Capital Management | 555k | $12M | 9% | Sep 2024 |
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| Commonwealth Equity Services | 513k | $11M | 0% | Sep 2024 |
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| Royal Bank of Canada | 494k | $11M | 25% | Sep 2024 |
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| Confluence Investment Management | 494k | $11M | 100% | Sep 2024 |
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| Raymond James & Associates | 400k | $8.5M | 61% | Sep 2024 |
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| Janney Montgomery Scott | 337k | $7.2M | 6% | Sep 2024 |
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| Guidance Point Advisors | 319k | $6.8M | -5% | Sep 2024 |
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| Snowden Capital Advisors | 309k | $6.6M | 7% | Sep 2024 |
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| Keeler THomas Management | 288k | $6.1M | 1% | Sep 2024 |
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| Envestnet Asset Management | 254k | $5.4M | 35% | Sep 2024 |
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| Sandy Spring Bank | 244k | $5.2M | 13% | Sep 2024 |
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| HighTower Advisors | 243k | $4.9M | 2% | Jun 2024 |
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| Platte River Wealth Advisors | 225k | $4.8M | 1% | Sep 2024 |
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| 4Thought Financial Group | 217k | $4.6M | 1% | Sep 2024 |
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| Parallel Advisors | 213k | $4.5M | 58% | Sep 2024 |
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| Kestra Advisory Services | 211k | $4.5M | 4% | Sep 2024 |
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| Krilogy Financial | 211k | $4.5M | 5% | Sep 2024 |
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| Seascape Capital Management | 195k | $4.1M | -4% | Sep 2024 |
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| Benjamin Edwards | 189k | $4.0M | 495% | Sep 2024 |
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| LPL Financial | 184k | $3.9M | 23% | Sep 2024 |
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| REDW Stanley Financial Advisors | 179k | $3.8M | 2% | Sep 2024 |
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| Signature Wealth Management Group | 166k | $3.5M | 4% | Sep 2024 |
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| Lyell Wealth Management | 166k | $3.5M | 502% | Sep 2024 |
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| Moseley Investment Management | 164k | $3.5M | 130% | Sep 2024 |
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| Precedent Wealth Partners | 157k | $3.3M | 17% | Sep 2024 |
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| Benjamin F. Edwards & Company | 153k | $3.1M | 16% | Jun 2024 |
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| Sabal Trust Company | 152k | $3.2M | 78% | Sep 2024 |
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| Peloton Wealth Strategists | 148k | $3.1M | 23% | Sep 2024 |
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| Garrett Investment Advisors | 138k | $2.9M | 6% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 137k | $2.9M | 4% | Sep 2024 |
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| MCF Advisors | 137k | $2.9M | 1% | Sep 2024 |
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| Neuberger Berman Group | 136k | $2.8M | 0% | Jun 2024 |
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| Executive Wealth Management | 126k | $2.7M | 301% | Sep 2024 |
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| Probity Advisors | 123k | $2.6M | 13% | Sep 2024 |
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| Pamela Horwath | 119k | $2.5M | 58% | Sep 2024 |
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| CWM | 118k | $2.5M | 4% | Sep 2024 |
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| Archford Capital Strategies | 114k | $2.4M | -2% | Sep 2024 |
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| Stratos Wealth Partners | 113k | $2.4M | 6% | Sep 2024 |
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| Ironwood Wealth Management | 113k | $2.4M | 33% | Sep 2024 |
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| Michael S. Ryan | 110k | $2.3M | 197% | Sep 2024 |
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| Citadel Advisors | 107k | $2.3M | -67% | Sep 2024 |
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| Beacon Pointe Advisors | 96k | $2.0M | 13% | Sep 2024 |
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| Jane Street | 90k | $1.9M | -71% | Sep 2024 |
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| Stonebrook Private | 88k | $1.9M | 43% | Sep 2024 |
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| Quantum Financial Advisors | 85k | $1.8M | 11% | Sep 2024 |
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| Fortis Capital Management | 77k | $1.6M | 10% | Sep 2024 |
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| Paradigm, Strategies in Wealth Management | 76k | $1.6M | 20% | Sep 2024 |
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| Mariner Wealth Advisors | 73k | $1.6M | 1% | Sep 2024 |
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| Advisor Group Holdings | 69k | $1.5M | 1093% | Sep 2024 |
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| J.w. Cole Advisors | 68k | $1.4M | 333% | Sep 2024 |
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| United Capital Financial Advisers | 65k | $1.4M | 2% | Sep 2024 |
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| Little House Capital | 59k | $1.2M | 3% | Sep 2024 |
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| McGlone Suttner Wealth Management | 58k | $1.2M | 84% | Sep 2024 |
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| Adirondack Trust | 56k | $1.2M | 44% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 49k | $995k | 3% | Jun 2024 |
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| NovaPoint Capital | 49k | $1.0M | 12% | Sep 2024 |
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| Mendota Financial Group | 47k | $1.0M | 10% | Sep 2024 |
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| Captrust Financial Advisors | 43k | $908k | 17% | Sep 2024 |
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| CliftonLarsonAllen Wealth Advisors | 40k | $844k | 0% | Sep 2024 |
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| Oppenheimer & Co | 40k | $838k | 100% | Sep 2024 |
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| First National Trust Company | 37k | $793k | 100% | Sep 2024 |
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| Mml Investors Services | 37k | $786k | -7% | Sep 2024 |
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| Segment Wealth Management | 37k | $778k | 13% | Sep 2024 |
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| Montecito Bank & Trust | 37k | $776k | 47% | Sep 2024 |
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| Cherry Tree Wealth Management | 37k | $774k | 45% | Sep 2024 |
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| Mutual Advisors | 35k | $727k | 0% | Sep 2024 |
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| Gradient Capital Advisors | 35k | $735k | 0% | Sep 2024 |
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| Farmers National Bank | 34k | $679k | 9% | Jun 2024 |
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| Bank of New Hampshire | 30k | $640k | 0% | Sep 2024 |
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| Associated Banc- | 30k | $612k | 38% | Jun 2024 |
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| Summit Wealth Partners | 30k | $629k | 0% | Sep 2024 |
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| Penobscot Investment Management Company | 29k | $616k | 100% | Sep 2024 |
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| Koesten, Hirschmann & Crabtree | 29k | $611k | 2% | Sep 2024 |
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| Greater Midwest Financial Group | 29k | $610k | -2% | Sep 2024 |
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| Spectrum Wealth Counsel | 27k | $577k | 0% | Sep 2024 |
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| Brian McDonald | 27k | $573k | 3% | Sep 2024 |
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| Integrated Wealth Concepts | 27k | $568k | 9% | Sep 2024 |
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| Brookstone Capital Management | 27k | $564k | 0% | Sep 2024 |
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| Beacon Financial | 27k | $564k | -2% | Sep 2024 |
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| Stokes Family Office | 25k | $525k | 0% | Sep 2024 |
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| MONECO Advisors | 23k | $485k | 27% | Sep 2024 |
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| Safeguard Financial | 23k | $482k | 17% | Sep 2024 |
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| Granite Harbor Advisors | 22k | $473k | 5% | Sep 2024 |
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| Chesley, Taft & Associates | 22k | $467k | 100% | Sep 2024 |
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| Private Advisor | 22k | $459k | 117% | Sep 2024 |
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| Lee Financial | 20k | $406k | 0% | Jun 2024 |
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| Cetera Investment Advisers | 20k | $404k | 100% | Jun 2024 |
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| Stifel Financial | 19k | $393k | 0% | Jun 2024 |
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| Dorsey & Whitney Trust Company | 18k | $371k | 0% | Sep 2024 |
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| Private Portfolio Partners | 15k | $325k | 100% | Sep 2024 |
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| Roble, Belko & Company | 15k | $318k | 46% | Sep 2024 |
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| Newman Dignan & Sheerar | 15k | $306k | 38% | Sep 2024 |
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| Cambridge Investment Research Advisors | 15k | $313k | 43% | Sep 2024 |
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| IFP Advisors | 15k | $299k | 0% | Jun 2024 |
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| Yoder Wealth Management | 14k | $287k | 100% | Sep 2024 |
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| Syntegra Private Wealth Group | 14k | $286k | 30% | Sep 2024 |
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| Kesler, Norman & Wride | 12k | $253k | 100% | Sep 2024 |
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| Scotia Capital | 12k | $253k | 0% | Sep 2024 |
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| H D Vest Advisory Services | 12k | $241k | -16% | Jun 2024 |
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| STAR Financial Bank | 11k | $242k | 100% | Sep 2024 |
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| Comprehensive Portfolio Management | 11k | $239k | 0% | Sep 2024 |
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| Evergreen Wealth Solutions | 11k | $236k | 1% | Sep 2024 |
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| Mercer Global Advisors | 11k | $222k | 100% | Jun 2024 |
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| Fulton Breakefield Broenniman d/b/a FBB Capital Partners | 11k | $232k | 100% | Sep 2024 |
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| Johnson Bixby & Associates | 10k | $213k | 1% | Sep 2024 |
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| M3 Advisory Group | 9.8k | $208k | 100% | Sep 2024 |
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| Meridian Wealth Management | 9.7k | $206k | 100% | Sep 2024 |
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| Thoroughbred Financial Services | 9.5k | $200k | -14% | Sep 2024 |
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| Addison Advisors | 8.6k | $183k | 6% | Sep 2024 |
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| PFG Private Wealth Management | 8.3k | $177k | -25% | Sep 2024 |
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| Princeton Global Asset Management | 6.6k | $139k | 112% | Sep 2024 |
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| Banque Cantonale Vaudoise | 6.2k | $132k | 1% | Sep 2024 |
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| Jones Financial Companies, L.L | 6.2k | $131k | 100% | Sep 2024 |
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| Harbour Investments | 5.1k | $109k | 1% | Sep 2024 |
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| Element Wealth | 4.9k | $104k | 0% | Sep 2024 |
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| Trust | 4.8k | $102k | 98% | Sep 2024 |
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| Farther Finance Advisors | 4.3k | $92k | 100% | Sep 2024 |
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| Central Trust & Investment | 2.8k | $59k | -10% | Sep 2024 |
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| Steward Partners Investment Advisory | 2.5k | $52k | 0% | Jun 2024 |
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| Harbor Investment Advisory | 2.5k | $53k | 0% | Sep 2024 |
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| Bradley & Co. Private Wealth Management | 1.3k | $27k | -21% | Jun 2024 |
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| Private Trust Co Na | 1.3k | $26k | 0% | Jun 2024 |
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| Phillips Financial Management | 1.3k | $27k | 0% | Sep 2024 |
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| Principal Securities | 1.3k | $27k | 0% | Sep 2024 |
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| Hanson McClain Advisors | 1.0k | $22k | 0% | Sep 2024 |
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| Abound Wealth Management | 729.00 | $16k | 100% | Sep 2024 |
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| Creative Financial Designs | 249.00 | $5.3k | 100% | Sep 2024 |
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| BlackRock | 57.00 | $1.2k | 100% | Sep 2024 |
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| BlackRock | 57.00 | $1.2k | -96% | Jun 2024 |
|
Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Coldstream Capital Management | Mar 2024 | 59k | $1.2M |
| Sowell Financial Services | Jun 2024 | 32k | $635k |
| Timber Creek Capital Management | Jun 2024 | 26k | $527k |