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
Download as csv
Download as Excel
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 |
|---|---|---|---|---|---|
| Raymond James Financial Services Advisors | 2.0M | $42M | 2% | Dec 2023 |
|
| Bank of America Corporation | 1.8M | $36M | 19% | Dec 2023 |
|
| Capital Investment Advisors | 1.6M | $33M | 38% | Mar 2024 |
|
| Gateway Advisory | 1.4M | $29M | 100% | Dec 2023 |
|
| Venture Visionary Partners | 1.2M | $24M | 157% | Dec 2023 |
|
| Golub Group | 1.0M | $22M | -48% | Dec 2023 |
|
| Lido Advisors | 915k | $19M | -1% | Dec 2023 |
|
| UBS Group | 838k | $17M | 8% | Dec 2023 |
|
| Wells Fargo & Company | 765k | $16M | 32% | Dec 2023 |
|
| Sigma Investment Counselors | 759k | $16M | 18% | Dec 2023 |
|
| Arrow Financial Corp. | 634k | $13M | 10% | Dec 2023 |
|
| Buffington Mohr McNeal | 606k | $12M | 11% | Mar 2024 |
|
| Envision Financial Planning | 557k | $12M | 26% | Dec 2023 |
|
| Rockefeller Capital Management | 510k | $11M | 6% | Dec 2023 |
|
| MV Capital Management | 471k | $9.6M | 340% | Mar 2024 |
|
| Klingman & Associates | 419k | $8.7M | 143% | Dec 2023 |
|
| Royal Bank of Canada | 398k | $8.3M | 223% | Dec 2023 |
|
| Sound View Wealth Advisors Group | 336k | $7.0M | 100% | Dec 2023 |
|
| Commonwealth Equity Services | 283k | $5.9M | 243% | Dec 2023 |
|
| Snowden Capital Advisors | 279k | $5.8M | 2% | Dec 2023 |
|
| PFG Private Wealth Management | 273k | $5.7M | 100% | Dec 2023 |
|
| Guidance Point Advisors | 253k | $5.3M | 26% | Dec 2023 |
|
| Janney Montgomery Scott | 251k | $5.2M | 12% | Dec 2023 |
|
| Krilogy Financial | 208k | $4.3M | 6% | Dec 2023 |
|
| HighTower Advisors | 176k | $3.7M | 100% | Dec 2023 |
|
| 4Thought Financial Group | 176k | $3.7M | -2% | Dec 2023 |
|
| Raymond James & Associates | 169k | $3.5M | 338% | Dec 2023 |
|
| Sandy Spring Bank | 168k | $3.5M | 16% | Dec 2023 |
|
| Kestra Advisory Services | 164k | $3.4M | 100% | Dec 2023 |
|
| Seascape Capital Management | 163k | $3.4M | 100% | Dec 2023 |
|
| Platte River Wealth Advisors | 156k | $3.2M | -13% | Dec 2023 |
|
| Citadel Advisors | 152k | $3.2M | 709% | Dec 2023 |
|
| MCF Advisors | 134k | $2.7M | 4% | Mar 2024 |
|
| Signature Wealth Management Group | 132k | $2.7M | 100% | Dec 2023 |
|
| Garrett Investment Advisors | 126k | $2.6M | -15% | Mar 2024 |
|
| Benjamin F. Edwards & Company | 126k | $2.6M | 100% | Dec 2023 |
|
| REDW Stanley Financial Advisors | 126k | $2.6M | 76% | Dec 2023 |
|
| Goldman Sachs Group | 110k | $2.3M | 100% | Dec 2023 |
|
| Archford Capital Strategies | 105k | $2.2M | 68% | Dec 2023 |
|
| Peloton Wealth Strategists | 103k | $2.1M | 193% | Dec 2023 |
|
| CWM | 102k | $2.1M | 28% | Mar 2024 |
|
| Stratos Wealth Partners | 102k | $2.1M | 252% | Mar 2024 |
|
| Precedent Wealth Partners | 101k | $2.1M | 100% | Dec 2023 |
|
| United Capital Financial Advisers | 77k | $1.6M | 100% | Dec 2023 |
|
| Parallel Advisors | 72k | $1.5M | 100% | Dec 2023 |
|
| Jane Street | 70k | $1.5M | -56% | Dec 2023 |
|
| Ironwood Wealth Management | 70k | $1.4M | 57% | Mar 2024 |
|
| Adirondack Trust | 68k | $1.4M | 8% | Mar 2024 |
|
| Fortis Capital Management | 63k | $1.3M | 100% | Dec 2023 |
|
| McGlone Suttner Wealth Management | 56k | $1.2M | 79% | Mar 2024 |
|
| Coldstream Capital Management | 52k | $1.1M | 240% | Dec 2023 |
|
| Little House Capital | 50k | $1.0M | -15% | Mar 2024 |
|
| Beacon Pointe Advisors | 50k | $1.0M | 358% | Dec 2023 |
|
| Wealth Enhancement Advisory Services | 48k | $977k | 29% | Mar 2024 |
|
| Moseley Investment Management | 47k | $953k | 149% | Mar 2024 |
|
| Probity Advisors | 47k | $965k | 100% | Dec 2023 |
|
| CliftonLarsonAllen Wealth Advisors | 37k | $763k | 96% | Dec 2023 |
|
| Captrust Financial Advisors | 37k | $760k | 25% | Dec 2023 |
|
| Gradient Capital Advisors | 33k | $673k | 25% | Mar 2024 |
|
| Benjamin Edwards | 28k | $587k | -1% | Dec 2023 |
|
| Koesten, Hirschmann & Crabtree | 28k | $587k | 100% | Dec 2023 |
|
| Mendota Financial Group | 28k | $580k | 100% | Dec 2023 |
|
| Stonebrook Private | 28k | $575k | 100% | Dec 2023 |
|
| Timber Creek Capital Management | 27k | $543k | 3% | Mar 2024 |
|
| Brookstone Capital Management | 26k | $529k | 100% | Mar 2024 |
|
| Bank of New Hampshire | 25k | $517k | 16% | Dec 2023 |
|
| Spectrum Wealth Counsel | 23k | $481k | 100% | Dec 2023 |
|
| Keeler THomas Management | 23k | $481k | 100% | Dec 2023 |
|
| Mariner Wealth Advisors | 21k | $441k | 100% | Dec 2023 |
|
| Stokes Family Office | 21k | $439k | 100% | Dec 2023 |
|
| Segment Wealth Management | 18k | $378k | 100% | Dec 2023 |
|
| MONECO Advisors | 18k | $375k | 0% | Dec 2023 |
|
| Dorsey & Whitney Trust Company | 18k | $364k | 0% | Dec 2023 |
|
| Safeguard Financial | 16k | $324k | 100% | Mar 2024 |
|
| Montecito Bank & Trust | 15k | $306k | 100% | Mar 2024 |
|
| Lyell Wealth Management | 13k | $264k | 100% | Dec 2023 |
|
| Mutual Advisors | 13k | $260k | 100% | Dec 2023 |
|
| Scotia Capital | 12k | $247k | 100% | Dec 2023 |
|
| IFP Advisors | 11k | $238k | 548% | Dec 2023 |
|
| Paradigm, Strategies in Wealth Management | 11k | $225k | 100% | Dec 2023 |
|
| Roble, Belko & Company | 10k | $210k | 38% | Mar 2024 |
|
| H D Vest Advisory Services | 10k | $207k | 100% | Dec 2023 |
|
| Johnson Bixby & Associates | 9.7k | $202k | 100% | Dec 2023 |
|
| Advisor Group Holdings | 5.8k | $120k | 25% | Dec 2023 |
|
| Harbour Investments | 5.0k | $103k | 2% | Dec 2023 |
|
| Element Wealth | 4.9k | $102k | 34% | Dec 2023 |
|
| Addison Advisors | 3.9k | $81k | 652% | Dec 2023 |
|
| Central Trust & Investment | 3.4k | $72k | 4% | Dec 2023 |
|
| Steward Partners Investment Advisory | 2.5k | $53k | 0% | Dec 2023 |
|
| Trust | 2.4k | $50k | 100% | Mar 2024 |
|
| Bradley & Co. Private Wealth Management | 1.7k | $34k | 0% | Dec 2023 |
|
| Capital Analysts | 1.3k | $27k | 100% | Dec 2023 |
|
| Private Trust Co Na | 1.3k | $27k | 100% | Dec 2023 |
|
| Hanson McClain Advisors | 1.0k | $21k | 100% | Dec 2023 |
|
| Coconut Grove Bank | 475.00 | $9.9k | 0% | Dec 2023 |
|
| Cherry Tree Wealth Management | 385.00 | $8.0k | 100% | Dec 2023 |
|
| Principal Securities | 195.00 | $4.0k | 100% | Dec 2023 |
|
Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Sykon Capital | Sep 2023 | 122k | $2.4M |
| Bank of New York Mellon | Sep 2023 | 119k | $2.3M |
| Cary Street Partner Investment Advisory | Sep 2023 | 1.5k | $29k |