Who owns ISHARES TR?
- Ticker: IBDX
- CUSIP Number: 46436e312
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 | 4.6M | $118M | 8% | Sep 2025 |
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| Capital Investment Advisors | 3.0M | $76M | 8% | Sep 2025 |
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| Wells Fargo & Company | 2.9M | $74M | 8% | Sep 2025 |
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| First Interstate Bank | 2.0M | $52M | 1% | Sep 2025 |
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| Ameriprise Financial | 1.7M | $44M | 111% | Sep 2025 |
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| Morgan Stanley | 1.6M | $40M | 100% | Jun 2025 |
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| Summit Financial | 1.4M | $37M | 100% | Sep 2025 |
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| Sigma Investment Counselors | 1.4M | $35M | 5% | Sep 2025 |
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| Sailer Financial | 875k | $22M | 100% | Sep 2025 |
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| UBS Group | 856k | $22M | 16% | Sep 2025 |
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| Goss Wealth Management | 832k | $21M | 560% | Sep 2025 |
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| MV Capital Management | 812k | $21M | -1% | Jun 2025 |
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| Sound View Wealth Advisors Group | 722k | $19M | 10% | Sep 2025 |
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| Us Bancorp | 714k | $18M | -6% | Sep 2025 |
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| Klingman & Associates | 675k | $17M | 31% | Sep 2025 |
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| Arrow Financial Corp. | 577k | $15M | -3% | Sep 2025 |
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| HighTower Advisors | 541k | $14M | 21% | Sep 2025 |
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| Rockefeller Capital Management | 507k | $13M | 1% | Sep 2025 |
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| Mb, Levis & Associates | 506k | $13M | 1% | Sep 2025 |
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| Stony Point Wealth Management | 470k | $12M | 11% | Sep 2025 |
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| Commonwealth Equity Services | 427k | $11M | 23% | Sep 2025 |
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| Cowa | 420k | $11M | 34% | Sep 2025 |
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| Royal Bank of Canada | 369k | $9.4M | 6% | Sep 2025 |
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| Janney Montgomery Scott | 345k | $8.8M | 8% | Sep 2025 |
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| Raymond James Financial | 335k | $8.6M | 18% | Sep 2025 |
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| LPL Financial | 327k | $8.4M | 25% | Sep 2025 |
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| Advisors Capital Management | 308k | $7.9M | 4% | Sep 2025 |
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| Ironwood Wealth Management | 307k | $7.9M | 1158% | Sep 2025 |
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| Guidance Point Advisors | 282k | $7.2M | 1% | Sep 2025 |
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| Snowden Capital Advisors | 274k | $7.0M | 100% | Sep 2025 |
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| Union Bankshares | 231k | $5.9M | 5% | Sep 2025 |
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| Lyell Wealth Management | 231k | $5.9M | 6% | Sep 2025 |
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| Citadel Advisors | 229k | $5.9M | -8% | Sep 2025 |
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| Parallel Advisors | 228k | $5.8M | 4% | Sep 2025 |
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| Hancock Bank Trust Department | 219k | $5.6M | 8% | Sep 2025 |
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| Krilogy Financial | 214k | $5.4M | 11% | Sep 2025 |
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| Michael S. Ryan | 206k | $5.3M | 0% | Sep 2025 |
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| 4Thought Financial Group | 197k | $5.0M | 3% | Sep 2025 |
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| Benjamin Edwards | 189k | $4.8M | 5% | Sep 2025 |
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| Envestnet Asset Management | 186k | $4.8M | -17% | Sep 2025 |
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| Lido Advisors | 167k | $4.3M | 4% | Sep 2025 |
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| Signature Wealth Management Group | 166k | $4.3M | 7% | Sep 2025 |
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| Adviser Investments | 159k | $4.1M | 3% | Sep 2025 |
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| Probity Advisors | 145k | $3.7M | 2% | Sep 2025 |
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| Neuberger Berman Group | 143k | $3.7M | 13% | Sep 2025 |
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| Paradigm, Strategies in Wealth Management | 143k | $3.7M | -1% | Sep 2025 |
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| Evergreen Private Wealth | 130k | $3.3M | -1% | Sep 2025 |
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| Precedent Wealth Partners | 128k | $3.3M | 1% | Sep 2025 |
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| CWM | 112k | $2.9M | 8% | Sep 2025 |
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| MCF Advisors | 105k | $2.7M | 1% | Sep 2025 |
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| Wrapmanager | 92k | $2.3M | -33% | Sep 2025 |
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| Cetera Investment Advisers | 90k | $2.3M | 31% | Sep 2025 |
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| Stonebrook Private | 89k | $2.3M | 1% | Sep 2025 |
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| Archford Capital Strategies | 86k | $2.2M | 8% | Sep 2025 |
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| Evergreen Wealth Solutions | 77k | $2.0M | 1% | Sep 2025 |
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| Mariner Wealth Advisors | 76k | $1.9M | 8% | Sep 2025 |
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| Arcataur Capital Management | 74k | $1.9M | 0% | Sep 2025 |
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| Mercer Global Advisors | 70k | $1.8M | 26% | Sep 2025 |
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| Quantum Financial Advisors | 69k | $1.8M | 4% | Sep 2025 |
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| Fulton Breakefield Broenniman d/b/a FBB Capital Partners | 66k | $1.7M | 8% | Sep 2025 |
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| Kestra Advisory Services | 66k | $1.7M | -17% | Sep 2025 |
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| Adirondack Trust | 64k | $1.6M | 17% | Sep 2025 |
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| Wilkins Miller Wealth Management | 63k | $1.6M | 14% | Sep 2025 |
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| Segment Wealth Management | 60k | $1.5M | 5% | Sep 2025 |
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| Susquehanna International | 60k | $1.5M | 100% | Sep 2025 |
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| United Capital Financial Advisers | 59k | $1.5M | 6% | Sep 2025 |
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| Meitav Dash Investments | 59k | $1.5M | 61% | Sep 2025 |
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| Venture Visionary Partners | 57k | $1.5M | 0% | Sep 2025 |
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| Peloton Wealth Strategists | 56k | $1.4M | 7% | Sep 2025 |
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| Coldstream Capital Management | 54k | $1.4M | -8% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 53k | $1.4M | 36% | Sep 2025 |
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| Rossmore Private Capital | 53k | $1.4M | 27% | Sep 2025 |
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| Glenview Trust | 51k | $1.3M | 149% | Sep 2025 |
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| Jpmorgan Chase & Co | 50k | $1.3M | 5440% | Sep 2025 |
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| Pamela Horwath | 49k | $1.3M | 49% | Sep 2025 |
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| CliftonLarsonAllen Wealth Advisors | 47k | $1.2M | 26% | Sep 2025 |
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| Little House Capital | 46k | $1.2M | 2% | Sep 2025 |
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| McGlone Suttner Wealth Management | 46k | $1.2M | 2% | Sep 2025 |
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| Chesley, Taft & Associates | 46k | $1.2M | 59% | Sep 2025 |
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| NovaPoint Capital | 46k | $1.2M | 10% | Sep 2025 |
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| Associated Banc- | 46k | $1.2M | 12% | Sep 2025 |
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| Freestone Capital Holdings | 44k | $1.1M | 100% | Sep 2025 |
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| Goldman Sachs Group | 44k | $1.1M | 100% | Sep 2025 |
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| Beacon Financial | 44k | $1.1M | 44% | Sep 2025 |
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| LBMC Investment Advisors | 44k | $1.1M | 0% | Sep 2025 |
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| REDW Stanley Financial Advisors | 42k | $1.1M | 1% | Sep 2025 |
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| J.w. Cole Advisors | 40k | $1.0M | 11% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 38k | $968k | 40% | Sep 2025 |
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| Stifel Financial | 37k | $957k | -30% | Sep 2025 |
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| Beacon Pointe Advisors | 37k | $945k | 16% | Sep 2025 |
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| Reliant Wealth Planning | 37k | $945k | -17% | Sep 2025 |
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| Headinvest | 37k | $945k | 0% | Sep 2025 |
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| Keeler THomas Management | 37k | $940k | 2% | Sep 2025 |
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| IFP Advisors | 33k | $850k | 3% | Sep 2025 |
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| Flow Traders US | 33k | $843k | -48% | Sep 2025 |
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| Gradient Capital Advisors | 33k | $836k | 0% | Sep 2025 |
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| Princeton Global Asset Management | 28k | $722k | 0% | Sep 2025 |
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| Farmers National Bank | 28k | $708k | 2% | Jun 2025 |
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| Sonata Capital | 28k | $713k | 132% | Sep 2025 |
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| Stokes Family Office | 27k | $700k | 0% | Sep 2025 |
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| Granite Harbor Advisors | 27k | $681k | 0% | Sep 2025 |
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| Montecito Bank & Trust | 25k | $638k | -12% | Sep 2025 |
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| Private Advisor | 24k | $623k | 0% | Sep 2025 |
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| Captrust Financial Advisors | 24k | $620k | -17% | Sep 2025 |
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| Integrated Wealth Concepts | 22k | $567k | 6% | Sep 2025 |
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| Jacobi Capital Management | 22k | $567k | 21% | Sep 2025 |
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| Barclays | 20k | $499k | 100% | Sep 2025 |
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| Gryphon Financial Partners | 19k | $486k | -3% | Sep 2025 |
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| Sarver Vrooman Wealth Advisors | 19k | $476k | 155% | Sep 2025 |
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| H D Vest Advisory Services | 18k | $466k | 7% | Jun 2025 |
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| Colony | 18k | $469k | 0% | Sep 2025 |
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| Sterling Investment Advisors | 18k | $466k | 100% | Sep 2025 |
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| First National Trust Company | 18k | $458k | 32% | Sep 2025 |
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| Fort Washington Investment Advisors | 18k | $455k | 100% | Sep 2025 |
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| Brian McDonald | 17k | $447k | 0% | Sep 2025 |
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| Addison Advisors | 17k | $427k | 0% | Sep 2025 |
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| Cherry Tree Wealth Management | 17k | $424k | 35% | Sep 2025 |
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| Belpointe Asset Management | 16k | $416k | -2% | Sep 2025 |
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| Dorsey & Whitney Trust Company | 16k | $410k | 0% | Sep 2025 |
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| Mutual Advisors | 16k | $404k | -20% | Sep 2025 |
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| Kestra Private Wealth Services | 15k | $395k | 22% | Sep 2025 |
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| ValMark Advisers | 15k | $385k | 54% | Sep 2025 |
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| Intl Fcstone | 15k | $383k | 16% | Sep 2025 |
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| Advisory Services Network | 14k | $369k | 0% | Sep 2025 |
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| James Investment Research | 14k | $360k | 0% | Sep 2025 |
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| 10Elms | 14k | $355k | 102% | Sep 2025 |
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| Cary Street Partners Financial | 14k | $354k | 0% | Sep 2025 |
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| Branch Banking & Trust Company | 12k | $314k | 33% | Sep 2025 |
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| Penobscot Investment Management Company | 12k | $307k | 0% | Sep 2025 |
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| Nestegg Advisors | 12k | $307k | 100% | Sep 2025 |
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| Advisor Group Holdings | 12k | $303k | 54% | Sep 2025 |
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| XML Financial | 12k | $299k | 100% | Sep 2025 |
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| Mml Investors Services | 12k | $298k | -47% | Sep 2025 |
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| Roble, Belko & Company | 11k | $292k | 11% | Sep 2025 |
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| Sax Wealth Advisors | 11k | $282k | 100% | Sep 2025 |
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| Sowell Financial Services | 11k | $270k | 0% | Sep 2025 |
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| Cooper/haims Advisors | 10k | $267k | 0% | Sep 2025 |
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| Hartland & Co | 10k | $262k | 100% | Sep 2025 |
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| Nwam | 9.6k | $249k | 1% | Sep 2025 |
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| Arkadios Wealth Advisors | 9.6k | $246k | 3% | Sep 2025 |
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| Farther Finance Advisors | 9.4k | $240k | 100% | Sep 2025 |
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| Merit Financial Group | 9.3k | $237k | 100% | Sep 2025 |
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| Simplicity Wealth | 9.2k | $236k | 100% | Sep 2025 |
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| Koesten, Hirschmann & Crabtree | 8.5k | $218k | 16% | Sep 2025 |
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| Newman Dignan & Sheerar | 8.5k | $217k | 100% | Sep 2025 |
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| Koshinski Asset Management | 8.2k | $210k | 2% | Sep 2025 |
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| Hendershot Investments | 8.2k | $209k | 0% | Sep 2025 |
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| Garrett Investment Advisors | 8.1k | $208k | -70% | Sep 2025 |
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| DecisionMap Wealth Management | 8.1k | $207k | 100% | Sep 2025 |
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| Accretive Wealth Partners | 8.0k | $205k | 0% | Sep 2025 |
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Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Golub Group | Jun 2025 | 1.1M | $27M |
| PFG Private Wealth Management | Jun 2025 | 447k | $11M |
| Confluence Investment Management | Jun 2025 | 402k | $10M |
| Frisch Financial Group | Jun 2025 | 133k | $3.3M |
| STAR Financial Bank | Jun 2025 | 73k | $1.9M |
| We Are One Seven | Jun 2025 | 12k | $297k |