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 | 7.4M | $155M | 2% | Mar 2026 |
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| Bank of America Corporation | 5.2M | $108M | 100% | Mar 2026 |
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| Morgan Stanley | 5.1M | $132M | 8% | Mar 2026 |
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| Capital Investment Advisors | 3.8M | $80M | 5% | Mar 2026 |
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| Capital Advisors | 3.3M | $69M | 7% | Mar 2026 |
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| Venture Visionary Partners | 2.9M | $60M | 8% | Mar 2026 |
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| Raymond James Financial | 2.5M | $54M | 35% | Dec 2025 |
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| Sarver Vrooman Wealth Advisors | 2.2M | $46M | 0% | Mar 2026 |
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| Wells Fargo & Company | 2.1M | $44M | -9% | Mar 2026 |
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| Royal Bank of Canada | 2.1M | $43M | 57% | Mar 2026 |
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| Summit Financial | 1.9M | $40M | 4% | Mar 2026 |
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| UBS Group | 1.9M | $40M | 14% | Mar 2026 |
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| Sigma Investment Counselors | 1.8M | $38M | 4% | Mar 2026 |
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| HighTower Advisors | 1.8M | $37M | 46% | Mar 2026 |
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| Advisors Capital Management | 1.7M | $37M | 5% | Mar 2026 |
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| Ameriprise Financial | 1.6M | $34M | -28% | Mar 2026 |
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| Golub Group | 1.6M | $34M | 4% | Mar 2026 |
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| Klingman & Associates | 1.6M | $33M | 11% | Dec 2025 |
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| Sound View Wealth Advisors Group | 1.2M | $25M | 6% | Mar 2026 |
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| Goss Wealth Management | 1.2M | $25M | -2% | Mar 2026 |
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| Woodmont Investment Counsel | 936k | $20M | 15% | Mar 2026 |
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| MV Capital Management | 912k | $19M | 17% | Mar 2026 |
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| Mercer Global Advisors | 910k | $19M | -53% | Mar 2026 |
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| Us Bancorp | 849k | $18M | 6% | Dec 2025 |
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| Commonwealth Equity Services | 770k | $16M | -10% | Mar 2026 |
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| EP Wealth Advisors | 731k | $15M | -2% | Mar 2026 |
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| Arrow Financial Corp. | 723k | $15M | 3% | Mar 2026 |
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| Lido Advisors | 696k | $15M | -2% | Mar 2026 |
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| Mb, Levis & Associates | 657k | $14M | 1% | Mar 2026 |
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| LPL Financial | 650k | $14M | 8% | Mar 2026 |
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| Mariner Wealth Advisors | 650k | $14M | 7% | Mar 2026 |
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| Envision Financial Planning | 640k | $13M | 5% | Mar 2026 |
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| Rockefeller Capital Management | 632k | $13M | 2% | Mar 2026 |
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| PFG Private Wealth Management | 600k | $13M | 100% | Dec 2025 |
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| Ironwood Wealth Management | 569k | $12M | 4% | Mar 2026 |
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| Probity Advisors | 525k | $11M | 10% | Mar 2026 |
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| Pamela Horwath | 521k | $11M | 29% | Mar 2026 |
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| Parkway Wealth Management Group | 483k | $10M | 10% | Mar 2026 |
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| Janney Montgomery Scott | 479k | $10M | 7% | Mar 2026 |
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| Commonwealth Financial Services | 460k | $9.6M | 8% | Mar 2026 |
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| First National Trust Company | 450k | $9.4M | 40% | Mar 2026 |
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| Cornerstone Planning | 447k | $9.4M | 100% | Mar 2026 |
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| Union Bankshares | 428k | $8.9M | 10% | Mar 2026 |
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| Branch Banking & Trust Company | 423k | $8.9M | 5% | Mar 2026 |
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| Guidance Point Advisors | 422k | $8.8M | 4% | Mar 2026 |
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| Kestra Advisory Services | 415k | $8.7M | 28% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 407k | $8.5M | 22% | Mar 2026 |
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| Glenview Trust | 393k | $8.2M | 30% | Mar 2026 |
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| Spreng Capital Management | 381k | $8.0M | 100% | Mar 2026 |
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| Snowden Capital Advisors | 368k | $7.8M | 2% | Dec 2025 |
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| Motley Fool Wealth Management | 364k | $7.6M | -25% | Mar 2026 |
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| Moseley Investment Management | 355k | $7.4M | 7% | Mar 2026 |
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| Lyell Wealth Management | 350k | $7.3M | 5% | Mar 2026 |
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| Envestnet Asset Management | 349k | $7.3M | 61% | Mar 2026 |
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| Cowa | 312k | $6.2M | 71% | Dec 2025 |
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| Chevoit Value Management | 300k | $6.3M | 7% | Mar 2026 |
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| Praetorian Wealth Management | 296k | $6.2M | 10% | Mar 2026 |
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| Parallel Advisors | 292k | $6.1M | 2% | Mar 2026 |
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| Hancock Bank Trust Department | 291k | $6.1M | 6% | Mar 2026 |
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| Krilogy Financial | 269k | $5.6M | 2% | Mar 2026 |
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| Beaumont Asset Management | 257k | $5.4M | 27% | Mar 2026 |
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| Droms Strauss Advisors | 249k | $5.2M | 5% | Mar 2026 |
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| Peloton Wealth Strategists | 246k | $5.2M | 22% | Dec 2025 |
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| 4Thought Financial Group | 245k | $5.1M | 0% | Mar 2026 |
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| Adirondack Trust | 244k | $5.1M | 57% | Mar 2026 |
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| Jane Street | 225k | $4.7M | 100% | Mar 2026 |
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| Advisor Group Holdings | 223k | $4.7M | 70% | Dec 2025 |
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| Benjamin Edwards | 220k | $4.6M | 4% | Mar 2026 |
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| Resources Investment Advisors | 214k | $4.5M | 1% | Mar 2026 |
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| Winthrop Partners - WNY | 213k | $4.5M | 5% | Mar 2026 |
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| Wilkins Miller Wealth Management | 211k | $4.4M | -2% | Mar 2026 |
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| Signature Wealth Management Group | 211k | $4.4M | 0% | Mar 2026 |
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| Chicago Partners Investment | 208k | $4.4M | 1648% | Mar 2026 |
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| Equitable Holdings | 208k | $4.3M | 100% | Mar 2026 |
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| Sanctuary Advisors | 192k | $4.0M | 25% | Mar 2026 |
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| Virginia Wealth Management Group | 192k | $4.0M | 100% | Mar 2026 |
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| Central Trust & Investment | 190k | $4.0M | 57% | Mar 2026 |
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| Hartland & Co | 186k | $3.9M | 0% | Mar 2026 |
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| Precedent Wealth Partners | 170k | $3.6M | 4% | Mar 2026 |
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| CWM | 170k | $3.6M | 22% | Dec 2025 |
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| Houlihan Financial Resource Group | 167k | $3.5M | 10% | Mar 2026 |
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| Cetera Investment Advisers | 165k | $3.5M | 18% | Mar 2026 |
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| Neuberger Berman Group | 164k | $3.5M | 0% | Dec 2025 |
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| Rossmore Private Capital | 159k | $3.3M | 7% | Mar 2026 |
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| Goldman Sachs Group | 158k | $3.3M | 100% | Mar 2026 |
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| Quantum Financial Advisors | 158k | $3.3M | 37% | Mar 2026 |
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| MCF Advisors | 154k | $3.2M | 1% | Mar 2026 |
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| IFP Advisors | 140k | $2.9M | 14% | Mar 2026 |
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| Members Wealth | 139k | $2.9M | 232% | Mar 2026 |
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| Beacon Pointe Advisors | 132k | $2.8M | 0% | Dec 2025 |
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| Michael S. Ryan | 131k | $2.7M | 2% | Mar 2026 |
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| Stratos Wealth Partners | 129k | $2.7M | 1% | Mar 2026 |
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| Segment Wealth Management | 129k | $2.7M | 40% | Mar 2026 |
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| Evergreen Wealth Solutions | 127k | $2.6M | 746% | Mar 2026 |
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| Fulton Breakefield Broenniman d/b/a FBB Capital Partners | 121k | $2.5M | 12% | Mar 2026 |
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| Wealthstar Advisors | 119k | $2.5M | 8% | Mar 2026 |
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| Stonebrook Private | 116k | $2.4M | 4% | Mar 2026 |
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| Atria Investments | 112k | $2.3M | 6% | Mar 2026 |
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| Archford Capital Strategies | 112k | $2.3M | 0% | Mar 2026 |
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| ValMark Advisers | 107k | $2.2M | 9% | Mar 2026 |
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| Hamel Associates | 106k | $2.2M | 24% | Mar 2026 |
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| CliftonLarsonAllen Wealth Advisors | 94k | $2.0M | 81% | Mar 2026 |
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| Wrapmanager | 93k | $1.9M | 2% | Mar 2026 |
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| United Capital Financial Advisers | 92k | $1.9M | 10% | Mar 2026 |
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| Chesley, Taft & Associates | 89k | $1.9M | 11% | Mar 2026 |
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| Beese Fulmer Investment Management | 88k | $1.8M | 11% | Mar 2026 |
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| Belpointe Asset Management | 87k | $1.8M | 9% | Mar 2026 |
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| Associated Banc- | 86k | $1.8M | 9% | Mar 2026 |
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| Cambridge Investment Research Advisors | 84k | $1.8M | 24% | Mar 2026 |
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| Meridian Wealth Management | 83k | $1.7M | 15% | Mar 2026 |
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| LBMC Investment Advisors | 82k | $1.7M | 0% | Dec 2025 |
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| Jones Financial Companies, L.L | 82k | $1.7M | 41% | Dec 2025 |
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| Laurel Wealth Advisors | 78k | $1.6M | 24% | Mar 2026 |
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| Romano Brothers And Company | 77k | $1.6M | 68% | Mar 2026 |
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| Resonant Capital Advisors | 77k | $1.6M | 87% | Mar 2026 |
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| REDW Stanley Financial Advisors | 76k | $1.6M | -3% | Mar 2026 |
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| J.w. Cole Advisors | 75k | $1.6M | 11% | Mar 2026 |
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| Beacon Financial | 74k | $1.5M | 4% | Mar 2026 |
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| Coldstream Capital Management | 74k | $1.5M | 0% | Mar 2026 |
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| McGlone Suttner Wealth Management | 73k | $1.5M | 6% | Mar 2026 |
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| Global Retirement Partners | 71k | $1.5M | 6% | Dec 2025 |
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| FourThought Financial Partners | 70k | $1.5M | 86% | Mar 2026 |
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| LifePlan Financial | 70k | $1.5M | 134% | Mar 2026 |
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| Park Avenue Securities | 70k | $1.5M | 100% | Mar 2026 |
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| Penobscot Investment Management Company | 68k | $1.4M | 11% | Mar 2026 |
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| 10Elms | 67k | $1.4M | 200% | Mar 2026 |
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| AssuredPartners Investment Advisors | 65k | $1.4M | 100% | Mar 2026 |
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| NovaPoint Capital | 65k | $1.4M | 1% | Mar 2026 |
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| Creative Planning | 65k | $1.4M | 39% | Mar 2026 |
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| Hills Bank And Trust Company | 65k | $1.4M | 100% | Mar 2026 |
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| Drive Wealth Management | 63k | $1.3M | -15% | Mar 2026 |
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| Sowell Financial Services | 63k | $1.3M | 62% | Mar 2026 |
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| Godshalk Welsh Capital Management | 62k | $1.3M | 226% | Mar 2026 |
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| Bank of New Hampshire | 61k | $1.3M | 14% | Mar 2026 |
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| Darren Munn | 61k | $1.3M | 4% | Mar 2026 |
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| Paradigm, Strategies in Wealth Management | 60k | $1.3M | -4% | Mar 2026 |
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| Naples Global Advisors | 58k | $1.2M | 12% | Mar 2026 |
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| Stifel Financial | 58k | $1.2M | -75% | Mar 2026 |
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| Montecito Bank & Trust | 58k | $1.2M | 22% | Mar 2026 |
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| Roble, Belko & Company | 57k | $1.2M | 169% | Mar 2026 |
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| Spinnaker Trust | 55k | $1.1M | 122% | Mar 2026 |
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| Cherry Tree Wealth Management | 54k | $1.1M | 3% | Mar 2026 |
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| Breachway Investments | 53k | $1.1M | 2% | Mar 2026 |
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| Newman Dignan & Sheerar | 49k | $1.0M | 3% | Mar 2026 |
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| Strid | 48k | $1.0M | 100% | Mar 2026 |
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| Cornell Pochily Investment Advisors | 47k | $991k | 100% | Mar 2026 |
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| Gilbert & Cook | 47k | $978k | 0% | Mar 2026 |
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| Oppenheimer & Co | 46k | $958k | -3% | Mar 2026 |
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| Freestone Capital Holdings | 45k | $938k | -29% | Mar 2026 |
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| Captrust Financial Advisors | 45k | $943k | 15% | Dec 2025 |
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| Little House Capital | 44k | $911k | -15% | Mar 2026 |
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| Leo Wealth | 40k | $827k | -12% | Mar 2026 |
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| Citadel Advisors | 39k | $824k | -63% | Mar 2026 |
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| Keeler THomas Management | 16k | $328k | -93% | Mar 2026 |
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Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 319k | $6.8M |
| Whalen Wealth Management | Dec 2025 | 162k | $3.4M |
| Wealth Enhancement Advisory Services | Dec 2025 | 72k | $1.5M |
| Flow Traders US | Dec 2025 | 57k | $1.2M |
| Walleye Partners | Dec 2025 | 54k | $1.1M |