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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 2.3M | $60M | 5% | Sep 2024 |
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| First Interstate Bank | 2.2M | $56M | 1% | Sep 2024 |
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| Aptus Capital Advisors | 2.1M | $55M | 38% | Sep 2024 |
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| Capital Investment Advisors | 1.9M | $50M | 19% | Sep 2024 |
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| Bank of America Corporation | 1.8M | $47M | 7% | Sep 2024 |
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| Gateway Advisory | 1.3M | $34M | 3% | Sep 2024 |
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| Golub Group | 1.0M | $26M | 1% | Sep 2024 |
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| Sigma Investment Counselors | 962k | $24M | 19% | Jun 2024 |
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| MV Capital Management | 624k | $16M | 10% | Sep 2024 |
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| Raymond James Financial Services Advisors | 590k | $15M | 4% | Sep 2024 |
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| Arrow Financial Corp. | 585k | $15M | 2% | Sep 2024 |
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| Us Bancorp | 582k | $15M | 113% | Sep 2024 |
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| Goss Wealth Management | 535k | $13M | -39% | Jun 2024 |
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| Rockefeller Capital Management | 473k | $12M | 2% | Jun 2024 |
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| Morgan Stanley | 437k | $11M | 8% | Jun 2024 |
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| Confluence Investment Management | 409k | $11M | 100% | Sep 2024 |
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| Stony Point Wealth Management | 358k | $9.2M | 2% | Sep 2024 |
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| Royal Bank of Canada | 350k | $9.0M | 16% | Sep 2024 |
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| LPL Financial | 294k | $7.5M | 16% | Sep 2024 |
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| Janney Montgomery Scott | 273k | $7.0M | 6% | Sep 2024 |
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| Guidance Point Advisors | 267k | $6.9M | -4% | Sep 2024 |
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| Lyell Wealth Management | 198k | $5.1M | 11% | Sep 2024 |
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| Sandy Spring Bank | 193k | $5.0M | 21% | Sep 2024 |
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| Platte River Wealth Advisors | 181k | $4.6M | 1% | Sep 2024 |
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| Commonwealth Equity Services | 179k | $4.6M | 78% | Sep 2024 |
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| Benjamin Edwards | 176k | $4.5M | 528% | Sep 2024 |
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| Krilogy Financial | 175k | $4.5M | 6% | Sep 2024 |
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| Michael S. Ryan | 173k | $4.4M | 251% | Sep 2024 |
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| Parallel Advisors | 172k | $4.4M | 64% | Sep 2024 |
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| Stifel Financial | 171k | $4.2M | 9% | Jun 2024 |
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| HighTower Advisors | 167k | $4.1M | 2% | Jun 2024 |
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| 4Thought Financial Group | 165k | $4.2M | 1% | Sep 2024 |
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| Paradigm, Strategies in Wealth Management | 153k | $3.9M | -43% | Sep 2024 |
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| Stratos Wealth Partners | 147k | $3.8M | 100% | Sep 2024 |
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| Benjamin F. Edwards & Company | 144k | $3.5M | 6% | Jun 2024 |
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| Old Mission Capital | 134k | $3.3M | 100% | Jun 2024 |
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| Precedent Wealth Partners | 131k | $3.4M | 428% | Sep 2024 |
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| Neuberger Berman Group | 122k | $3.0M | 0% | Jun 2024 |
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| Sabal Trust Company | 119k | $3.0M | 79% | Sep 2024 |
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| Evergreen Private Wealth | 117k | $3.0M | 0% | Sep 2024 |
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| Venture Visionary Partners | 102k | $2.6M | 0% | Sep 2024 |
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| Probity Advisors | 101k | $2.6M | 13% | Sep 2024 |
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| Executive Wealth Management | 101k | $2.6M | 346% | Sep 2024 |
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| Envestnet Asset Management | 100k | $2.6M | 22% | Sep 2024 |
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| Garrett Investment Advisors | 98k | $2.5M | 7% | Sep 2024 |
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| Raymond James & Associates | 97k | $2.5M | 36% | Sep 2024 |
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| MCF Advisors | 95k | $2.4M | 1% | Sep 2024 |
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| CWM | 93k | $2.4M | 4% | Sep 2024 |
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| Signature Wealth Management Group | 91k | $2.3M | 4% | Sep 2024 |
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| Citadel Advisors | 86k | $2.2M | 73% | Sep 2024 |
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| Archford Capital Strategies | 85k | $2.1M | -2% | Sep 2024 |
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| REDW Stanley Financial Advisors | 84k | $2.2M | 4% | Sep 2024 |
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| Stonebrook Private | 73k | $1.9M | 43% | Sep 2024 |
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| Quantum Financial Advisors | 62k | $1.6M | 11% | Sep 2024 |
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| Mariner Wealth Advisors | 60k | $1.5M | 1% | Sep 2024 |
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| Kestra Advisory Services | 53k | $1.4M | 46% | Sep 2024 |
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| Coldstream Capital Management | 49k | $1.3M | 100% | Sep 2024 |
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| Little House Capital | 49k | $1.3M | 4% | Sep 2024 |
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| J.w. Cole Advisors | 47k | $1.2M | 208% | Sep 2024 |
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| McGlone Suttner Wealth Management | 42k | $1.1M | 94% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 41k | $1.0M | 2% | Jun 2024 |
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| Peloton Wealth Strategists | 41k | $1.1M | 8% | Sep 2024 |
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| Mendota Financial Group | 39k | $1.0M | 10% | Sep 2024 |
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| Headinvest | 38k | $975k | 1% | Sep 2024 |
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| NovaPoint Capital | 38k | $967k | 11% | Sep 2024 |
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| Advisor Group Holdings | 37k | $954k | 10654% | Sep 2024 |
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| Lido Advisors | 37k | $900k | 7% | Jun 2024 |
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| Flow Traders US | 36k | $932k | 220% | Sep 2024 |
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| CliftonLarsonAllen Wealth Advisors | 33k | $860k | 10% | Sep 2024 |
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| Captrust Financial Advisors | 31k | $789k | 15% | Sep 2024 |
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| Mml Investors Services | 30k | $782k | 16% | Sep 2024 |
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| Gradient Capital Advisors | 30k | $775k | 16% | Sep 2024 |
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| Montecito Bank & Trust | 28k | $720k | 53% | Sep 2024 |
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| Stokes Family Office | 27k | $703k | 0% | Sep 2024 |
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| Segment Wealth Management | 27k | $693k | 4% | Sep 2024 |
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| Associated Banc- | 26k | $644k | 33% | Jun 2024 |
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| Branch Banking & Trust Company | 22k | $539k | 4% | Jun 2024 |
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| Sowell Financial Services | 20k | $473k | 100% | Sep 2024 |
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| Beacon Pointe Advisors | 20k | $502k | -6% | Sep 2024 |
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| Brian McDonald | 18k | $454k | 4% | Sep 2024 |
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| Mutual Advisors | 18k | $438k | 0% | Sep 2024 |
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| Private Advisor | 17k | $444k | 100% | Sep 2024 |
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| Adviser Investments | 17k | $437k | 100% | Sep 2024 |
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| Integrated Wealth Concepts | 16k | $399k | 6% | Sep 2024 |
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| Farmers National Bank | 16k | $380k | 56% | Jun 2024 |
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| Princeton Global Asset Management | 15k | $391k | 100% | Sep 2024 |
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| Beacon Financial | 15k | $372k | -21% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 13k | $345k | -11% | Sep 2024 |
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| Cetera Investment Advisers | 13k | $319k | 100% | Jun 2024 |
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| Jane Street | 11k | $294k | -95% | Sep 2024 |
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| Mercer Global Advisors | 11k | $274k | 100% | Jun 2024 |
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| Safeguard Financial | 11k | $279k | 100% | Sep 2024 |
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| Evergreen Wealth Solutions | 11k | $279k | 4% | Sep 2024 |
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| Adirondack Trust | 11k | $275k | 22% | Sep 2024 |
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| Cooper/haims Advisors | 10k | $268k | 0% | Sep 2024 |
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| H D Vest Advisory Services | 10k | $256k | 8% | Jun 2024 |
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| Addison Advisors | 8.8k | $225k | 5% | Sep 2024 |
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| United Capital Financial Advisers | 8.6k | $221k | 100% | Sep 2024 |
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| Hendershot Investments | 8.2k | $210k | 0% | Sep 2024 |
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| M3 Advisory Group | 8.1k | $208k | 100% | Sep 2024 |
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| Roble, Belko & Company | 6.1k | $158k | 51% | Sep 2024 |
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| Cherry Tree Wealth Management | 6.0k | $155k | 54% | Sep 2024 |
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| Banque Cantonale Vaudoise | 5.1k | $132k | 100% | Sep 2024 |
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| Koesten, Hirschmann & Crabtree | 5.1k | $131k | 0% | Sep 2024 |
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| IFP Advisors | 3.9k | $95k | 0% | Jun 2024 |
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| Steward Partners Investment Advisory | 2.1k | $51k | 0% | Jun 2024 |
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| Element Wealth | 2.0k | $52k | 0% | Sep 2024 |
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| Harbor Investment Advisory | 2.0k | $51k | 0% | Sep 2024 |
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| Trust | 2.0k | $51k | 100% | Sep 2024 |
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| First PREMIER Bank | 1.8k | $46k | 100% | Sep 2024 |
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| Spectrum Wealth Counsel | 1.3k | $34k | 0% | Sep 2024 |
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| Central Trust & Investment | 986.00 | $25k | -20% | Sep 2024 |
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| Abound Wealth Management | 878.00 | $23k | 100% | Sep 2024 |
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| Hanson McClain Advisors | 849.00 | $22k | 0% | Sep 2024 |
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| Creative Financial Designs | 206.00 | $5.3k | 100% | Sep 2024 |
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| BlackRock | 47.00 | $1.2k | 100% | Sep 2024 |
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| BlackRock | 47.00 | $1.2k | -96% | Jun 2024 |
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Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Jun 2024 | 25k | $602k |
| Arkadios Wealth Advisors | Jun 2024 | 8.9k | $220k |
| National Asset Management | Mar 2024 | 8.7k | $204k |