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 |
|---|---|---|---|---|---|
| Aptus Capital Advisors | 6.9M | $146M | 8% | Sep 2025 |
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| Capital Investment Advisors | 3.4M | $72M | 9% | Sep 2025 |
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| Capital Advisors | 3.0M | $64M | 100% | Sep 2025 |
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| Morgan Stanley | 2.9M | $62M | 100% | Jun 2025 |
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| Venture Visionary Partners | 2.5M | $52M | 3% | Sep 2025 |
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| Sarver Vrooman Wealth Advisors | 2.2M | $46M | 1% | Sep 2025 |
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| Wells Fargo & Company | 2.1M | $45M | 12% | Sep 2025 |
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| Ameriprise Financial | 2.1M | $44M | 33% | Sep 2025 |
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| Raymond James Financial | 1.9M | $40M | 50% | Sep 2025 |
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| Summit Financial | 1.7M | $37M | 100% | Sep 2025 |
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| Sigma Investment Counselors | 1.7M | $36M | 4% | Sep 2025 |
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| Advisors Capital Management | 1.6M | $33M | 8% | Sep 2025 |
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| Golub Group | 1.5M | $32M | 1% | Sep 2025 |
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| UBS Group | 1.4M | $30M | 14% | Sep 2025 |
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| Klingman & Associates | 1.4M | $30M | 8% | Sep 2025 |
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| Royal Bank of Canada | 1.3M | $28M | 12% | Sep 2025 |
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| Goss Wealth Management | 1.1M | $24M | 30% | Sep 2025 |
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| Sound View Wealth Advisors Group | 954k | $20M | 8% | Sep 2025 |
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| Vishria Bird Financial Group | 913k | $19M | 100% | Sep 2025 |
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| HighTower Advisors | 870k | $19M | 3% | Sep 2025 |
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| Envision Financial Planning | 846k | $18M | 17% | Sep 2025 |
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| Us Bancorp | 801k | $17M | -1% | Sep 2025 |
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| Commonwealth Equity Services | 800k | $17M | 15% | Sep 2025 |
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| MV Capital Management | 704k | $15M | 0% | Jun 2025 |
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| Lido Advisors | 700k | $15M | 0% | Sep 2025 |
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| EP Wealth Advisors | 688k | $15M | 100% | Jun 2025 |
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| Arrow Financial Corp. | 676k | $14M | -3% | Sep 2025 |
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| Mb, Levis & Associates | 640k | $14M | 0% | Sep 2025 |
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| Rockefeller Capital Management | 620k | $13M | 0% | Sep 2025 |
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| Woodmont Investment Counsel | 605k | $13M | 100% | Sep 2025 |
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| Motley Fool Wealth Management | 548k | $12M | -6% | Sep 2025 |
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| LPL Financial | 510k | $11M | 17% | Sep 2025 |
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| Ironwood Wealth Management | 494k | $11M | 200% | Sep 2025 |
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| Probity Advisors | 426k | $9.0M | 15% | Sep 2025 |
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| Janney Montgomery Scott | 418k | $8.9M | 8% | Sep 2025 |
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| Commonwealth Financial Services | 413k | $8.8M | 2% | Sep 2025 |
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| Snowden Capital Advisors | 359k | $7.6M | 1% | Sep 2025 |
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| Guidance Point Advisors | 343k | $7.3M | 3% | Sep 2025 |
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| Envestnet Asset Management | 322k | $6.8M | -14% | Sep 2025 |
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| Moseley Investment Management | 319k | $6.8M | 30% | Sep 2025 |
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| Jpmorgan Chase & Co | 319k | $6.8M | 228% | Sep 2025 |
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| Pamela Horwath | 316k | $6.7M | 4% | Sep 2025 |
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| Union Bankshares | 287k | $6.1M | 2% | Sep 2025 |
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| Lyell Wealth Management | 286k | $6.1M | 13% | Sep 2025 |
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| Hancock Bank Trust Department | 274k | $5.8M | 7% | Sep 2025 |
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| Parallel Advisors | 269k | $5.7M | 5% | Sep 2025 |
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| Chevoit Value Management | 263k | $5.6M | 8% | Sep 2025 |
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| Seascape Capital Management | 261k | $5.5M | -1% | Sep 2025 |
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| Kestra Advisory Services | 257k | $5.5M | -3% | Sep 2025 |
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| Krilogy Financial | 257k | $5.4M | 12% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 248k | $5.3M | 46% | Sep 2025 |
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| Glenview Trust | 243k | $5.2M | 22% | Sep 2025 |
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| First National Trust Company | 242k | $5.1M | 18% | Sep 2025 |
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| 4Thought Financial Group | 234k | $5.0M | 0% | Sep 2025 |
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| Benjamin Edwards | 227k | $4.8M | 5% | Sep 2025 |
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| Praetorian Wealth Management | 227k | $4.8M | 7% | Sep 2025 |
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| Keeler THomas Management | 225k | $4.8M | 1% | Sep 2025 |
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| Wilkins Miller Wealth Management | 218k | $4.6M | 4% | Sep 2025 |
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| Signature Wealth Management Group | 212k | $4.5M | 1% | Sep 2025 |
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| Peloton Wealth Strategists | 201k | $4.3M | 1% | Sep 2025 |
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| Stifel Financial | 199k | $4.2M | 8% | Sep 2025 |
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| Citadel Advisors | 188k | $4.0M | -34% | Sep 2025 |
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| Cowa | 182k | $3.9M | 35% | Sep 2025 |
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| Hartland & Co | 164k | $3.5M | 16% | Sep 2025 |
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| Neuberger Berman Group | 164k | $3.5M | 14% | Sep 2025 |
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| Precedent Wealth Partners | 154k | $3.3M | 4% | Sep 2025 |
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| MCF Advisors | 150k | $3.2M | 1% | Sep 2025 |
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| CWM | 139k | $3.0M | 8% | Sep 2025 |
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| Adirondack Trust | 135k | $2.9M | 11% | Sep 2025 |
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| Cetera Investment Advisers | 132k | $2.8M | 20% | Sep 2025 |
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| Beacon Pointe Advisors | 132k | $2.8M | 3% | Sep 2025 |
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| Advisor Group Holdings | 131k | $2.8M | 471% | Sep 2025 |
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| Michael S. Ryan | 128k | $2.7M | 0% | Sep 2025 |
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| Stratos Wealth Partners | 116k | $2.5M | 6% | Sep 2025 |
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| Archford Capital Strategies | 111k | $2.4M | 4% | Sep 2025 |
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| Wrapmanager | 111k | $2.4M | -33% | Sep 2025 |
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| Quantum Financial Advisors | 110k | $2.3M | 13% | Sep 2025 |
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| Mercer Global Advisors | 109k | $2.3M | 26% | Sep 2025 |
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| Stonebrook Private | 107k | $2.3M | 1% | Sep 2025 |
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| Wealthstar Advisors | 105k | $2.2M | 100% | Sep 2025 |
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| Fulton Breakefield Broenniman d/b/a FBB Capital Partners | 103k | $2.2M | 8% | Sep 2025 |
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| Rossmore Private Capital | 96k | $2.0M | 14% | Sep 2025 |
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| Segment Wealth Management | 91k | $1.9M | 4% | Sep 2025 |
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| Mariner Wealth Advisors | 88k | $1.9M | 7% | Sep 2025 |
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| LBMC Investment Advisors | 82k | $1.7M | 0% | Sep 2025 |
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| Drive Wealth Management | 82k | $1.7M | 0% | Sep 2025 |
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| REDW Stanley Financial Advisors | 80k | $1.7M | 0% | Sep 2025 |
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| United Capital Financial Advisers | 78k | $1.7M | 0% | Sep 2025 |
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| Chesley, Taft & Associates | 76k | $1.6M | 16% | Sep 2025 |
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| Coldstream Capital Management | 74k | $1.6M | -4% | Sep 2025 |
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| Paradigm, Strategies in Wealth Management | 70k | $1.5M | 5% | Sep 2025 |
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| Beaumont Asset Management | 70k | $1.5M | 15% | Sep 2025 |
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| J.w. Cole Advisors | 69k | $1.5M | 39% | Sep 2025 |
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| Darren Munn | 69k | $1.5M | -6% | Sep 2025 |
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| Global Retirement Partners | 67k | $1.4M | 26% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 64k | $1.4M | 36% | Sep 2025 |
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| McGlone Suttner Wealth Management | 64k | $1.3M | 1% | Sep 2025 |
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| Beacon Financial | 64k | $1.3M | 33% | Sep 2025 |
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| Associated Banc- | 62k | $1.3M | 13% | Sep 2025 |
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| Jones Financial Companies, L.L | 58k | $1.2M | 72% | Sep 2025 |
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| NovaPoint Capital | 58k | $1.2M | 10% | Sep 2025 |
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| Little House Capital | 56k | $1.2M | 2% | Sep 2025 |
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| Penobscot Investment Management Company | 55k | $1.2M | 12% | Sep 2025 |
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| CliftonLarsonAllen Wealth Advisors | 55k | $1.2M | 11% | Sep 2025 |
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| Freestone Capital Holdings | 53k | $1.1M | 100% | Sep 2025 |
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| Bank of New Hampshire | 52k | $1.1M | 11% | Sep 2025 |
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| Cherry Tree Wealth Management | 50k | $1.1M | 1% | Sep 2025 |
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| Creative Planning | 47k | $997k | 0% | Sep 2025 |
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| Leo Wealth | 45k | $948k | 37% | Sep 2025 |
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| Oppenheimer & Co | 45k | $944k | 0% | Sep 2025 |
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| Naples Global Advisors | 45k | $944k | 40% | Sep 2025 |
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| IFP Advisors | 43k | $911k | -12% | Sep 2025 |
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| Granite Harbor Advisors | 43k | $905k | 0% | Sep 2025 |
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| Newman Dignan & Sheerar | 41k | $869k | 48% | Sep 2025 |
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| Farmers National Bank | 40k | $850k | 1% | Jun 2025 |
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| Gradient Capital Advisors | 39k | $836k | 0% | Sep 2025 |
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| Captrust Financial Advisors | 39k | $823k | 16% | Sep 2025 |
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| Belpointe Asset Management | 39k | $821k | -15% | Sep 2025 |
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| Cambridge Investment Research Advisors | 38k | $814k | 13% | Sep 2025 |
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| Laurel Wealth Advisors | 37k | $776k | 56% | Sep 2025 |
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| Private Advisor | 36k | $760k | 0% | Sep 2025 |
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| Members Wealth | 34k | $722k | 87% | Sep 2025 |
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| Baron Silver Stevens Financial Advisors | 33k | $704k | 0% | Sep 2025 |
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| Garrett Investment Advisors | 33k | $696k | -42% | Sep 2025 |
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| Montecito Bank & Trust | 33k | $696k | -11% | Sep 2025 |
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| Resonant Capital Advisors | 33k | $694k | 100% | Sep 2025 |
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| Colony | 33k | $691k | 0% | Sep 2025 |
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| Koesten, Hirschmann & Crabtree | 33k | $690k | 1% | Sep 2025 |
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| Integrated Wealth Concepts | 32k | $674k | 4% | Sep 2025 |
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| Jacobi Capital Management | 30k | $641k | 19% | Sep 2025 |
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| Brian McDonald | 30k | $636k | 1% | Sep 2025 |
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| Sonata Capital | 30k | $632k | 119% | Sep 2025 |
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| Merit Financial Group | 28k | $602k | 14% | Sep 2025 |
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| MONECO Advisors | 28k | $588k | 0% | Sep 2025 |
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| Miracle Mile Advisors | 27k | $579k | 100% | Sep 2025 |
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| Centricity Wealth Management | 27k | $574k | 4% | Jun 2025 |
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| Summit Wealth Partners | 27k | $563k | 0% | Sep 2025 |
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| Nestegg Advisors | 26k | $560k | 100% | Sep 2025 |
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| DecisionMap Wealth Management | 26k | $550k | 9% | Sep 2025 |
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| Dorsey & Whitney Trust Company | 25k | $531k | 14% | Sep 2025 |
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| Stokes Family Office | 25k | $525k | 0% | Sep 2025 |
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| Jane Street | 25k | $523k | 100% | Sep 2025 |
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| Central Trust & Investment | 24k | $514k | 20% | Sep 2025 |
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| Yoder Wealth Management | 24k | $501k | 0% | Sep 2025 |
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| Gryphon Financial Partners | 23k | $482k | -2% | Sep 2025 |
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| Park Avenue Securities | 22k | $458k | 100% | Sep 2025 |
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| Houlihan Financial Resource Group | 21k | $454k | 29% | Sep 2025 |
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| Fort Washington Investment Advisors | 21k | $453k | 100% | Sep 2025 |
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| American Money Management | 21k | $446k | 0% | Sep 2025 |
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| Roble, Belko & Company | 21k | $445k | 0% | Sep 2025 |
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| STAR Financial Bank | 9.9k | $211k | -89% | Sep 2025 |
|
Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Frisch Financial Group | Jun 2025 | 901k | $19M |
| PFG Private Wealth Management | Jun 2025 | 515k | $11M |
| Confluence Investment Management | Jun 2025 | 488k | $10M |
| Flow Traders US | Jun 2025 | 38k | $793k |