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 | 6.3M | $160M | 2% | Mar 2026 |
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| Capital Investment Advisors | 3.3M | $84M | 5% | Mar 2026 |
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| Morgan Stanley | 2.9M | $74M | 12% | Mar 2026 |
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| Wells Fargo & Company | 2.8M | $71M | -7% | Mar 2026 |
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| Capital Advisors | 2.8M | $71M | 5% | Mar 2026 |
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| Bank of America Corporation | 2.4M | $62M | 100% | Mar 2026 |
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| Summit Financial | 1.6M | $40M | 4% | Mar 2026 |
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| Sigma Investment Counselors | 1.5M | $38M | 4% | Mar 2026 |
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| UBS Group | 1.2M | $30M | 21% | Mar 2026 |
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| Sailer Financial | 1.1M | $27M | 3% | Mar 2026 |
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| Royal Bank of Canada | 1.0M | $26M | 176% | Mar 2026 |
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| Ameriprise Financial | 1.0M | $26M | -43% | Mar 2026 |
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| Sound View Wealth Advisors Group | 906k | $23M | 6% | Mar 2026 |
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| Klingman & Associates | 887k | $23M | 31% | Dec 2025 |
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| HighTower Advisors | 854k | $22M | 2% | Mar 2026 |
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| Advisors Capital Management | 840k | $21M | 165% | Mar 2026 |
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| Goss Wealth Management | 830k | $21M | -4% | Mar 2026 |
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| MV Capital Management | 773k | $20M | -7% | Mar 2026 |
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| Us Bancorp | 766k | $20M | 7% | Dec 2025 |
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| Arrow Financial Corp. | 615k | $16M | 3% | Mar 2026 |
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| Raymond James Financial | 602k | $15M | 80% | Dec 2025 |
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| Cowa | 571k | $14M | 36% | Dec 2025 |
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| Mb, Levis & Associates | 521k | $13M | 2% | Mar 2026 |
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| Rockefeller Capital Management | 520k | $13M | 1% | Mar 2026 |
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| Commonwealth Equity Services | 510k | $13M | -11% | Mar 2026 |
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| LPL Financial | 510k | $13M | 39% | Mar 2026 |
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| PFG Private Wealth Management | 497k | $13M | 100% | Dec 2025 |
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| Parkway Wealth Management Group | 398k | $10M | 10% | Mar 2026 |
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| Janney Montgomery Scott | 397k | $10M | 7% | Mar 2026 |
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| Ironwood Wealth Management | 380k | $9.6M | 7% | Mar 2026 |
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| Cornerstone Planning | 370k | $9.4M | 100% | Mar 2026 |
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| Union Bankshares | 348k | $8.8M | 10% | Mar 2026 |
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| Guidance Point Advisors | 316k | $8.0M | 4% | Mar 2026 |
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| Probity Advisors | 304k | $7.7M | 112% | Mar 2026 |
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| Snowden Capital Advisors | 287k | $7.3M | 5% | Dec 2025 |
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| Lyell Wealth Management | 265k | $6.7M | 2% | Mar 2026 |
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| MCF Advisors | 255k | $6.4M | 139% | Mar 2026 |
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| Parallel Advisors | 244k | $6.2M | 1% | Mar 2026 |
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| Lido Advisors | 241k | $6.1M | 37% | Mar 2026 |
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| Hancock Bank Trust Department | 240k | $6.1M | 8% | Mar 2026 |
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| Krilogy Financial | 221k | $5.6M | 1% | Mar 2026 |
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| Michael S. Ryan | 217k | $5.5M | 5% | Mar 2026 |
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| 4Thought Financial Group | 205k | $5.2M | 0% | Mar 2026 |
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| Pamela Horwath | 186k | $4.7M | 111% | Mar 2026 |
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| Envestnet Asset Management | 182k | $4.6M | 81% | Mar 2026 |
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| Evergreen Wealth Solutions | 178k | $4.5M | 133% | Mar 2026 |
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| Benjamin Edwards | 178k | $4.5M | 1% | Mar 2026 |
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| Resources Investment Advisors | 171k | $4.3M | 3% | Mar 2026 |
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| Signature Wealth Management Group | 170k | $4.3M | 3% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 169k | $4.3M | 117% | Mar 2026 |
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| Adviser Investments | 164k | $4.1M | -2% | Mar 2026 |
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| Praetorian Wealth Management | 159k | $4.0M | 84% | Mar 2026 |
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| Neuberger Berman Group | 143k | $3.6M | 0% | Dec 2025 |
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| Glenview Trust | 141k | $3.6M | 51% | Mar 2026 |
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| Evergreen Private Wealth | 138k | $3.5M | 1% | Mar 2026 |
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| Precedent Wealth Partners | 138k | $3.5M | 3% | Mar 2026 |
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| CWM | 137k | $3.5M | 22% | Dec 2025 |
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| Adirondack Trust | 130k | $3.3M | 64% | Mar 2026 |
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| Paradigm, Strategies in Wealth Management | 121k | $3.0M | -6% | Mar 2026 |
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| Kestra Advisory Services | 120k | $3.0M | 68% | Mar 2026 |
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| Stony Point Wealth Management | 119k | $3.0M | -59% | Mar 2026 |
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| Mercer Global Advisors | 118k | $3.0M | 25% | Mar 2026 |
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| Arcataur Capital Management | 104k | $2.6M | 42% | Mar 2026 |
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| Houlihan Financial Resource Group | 104k | $2.6M | 57% | Mar 2026 |
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| Goldman Sachs Group | 96k | $2.4M | 100% | Mar 2026 |
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| Stonebrook Private | 95k | $2.4M | 4% | Mar 2026 |
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| Peloton Wealth Strategists | 95k | $2.4M | 69% | Dec 2025 |
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| Segment Wealth Management | 87k | $2.2M | 32% | Mar 2026 |
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| Rossmore Private Capital | 87k | $2.2M | 8% | Mar 2026 |
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| Archford Capital Strategies | 85k | $2.1M | -2% | Mar 2026 |
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| Absolute Capital Management | 85k | $2.1M | -5% | Mar 2026 |
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| IFP Advisors | 83k | $2.1M | 9% | Mar 2026 |
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| Central Trust & Investment | 82k | $2.1M | 107% | Mar 2026 |
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| First National Trust Company | 79k | $2.0M | 83% | Mar 2026 |
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| Fulton Breakefield Broenniman d/b/a FBB Capital Partners | 79k | $2.0M | 13% | Mar 2026 |
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| Mariner Wealth Advisors | 78k | $2.0M | 2% | Mar 2026 |
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| Centric Wealth Management | 77k | $1.9M | 6% | Mar 2026 |
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| Wrapmanager | 76k | $1.9M | 2% | Mar 2026 |
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| Winthrop Partners - WNY | 75k | $1.9M | 51% | Mar 2026 |
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| Cetera Investment Advisers | 73k | $1.9M | -23% | Mar 2026 |
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| Roble, Belko & Company | 72k | $1.8M | 918% | Mar 2026 |
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| United Capital Financial Advisers | 71k | $1.8M | 8% | Mar 2026 |
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| Associated Banc- | 70k | $1.8M | 14% | Mar 2026 |
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| Advisor Group Holdings | 68k | $1.7M | 476% | Dec 2025 |
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| Wilkins Miller Wealth Management | 67k | $1.7M | 4% | Mar 2026 |
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| Meitav Dash Investments | 65k | $1.6M | -2% | Mar 2026 |
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| CliftonLarsonAllen Wealth Advisors | 63k | $1.6M | 52% | Mar 2026 |
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| Oppenheimer & Co | 57k | $1.4M | -2% | Mar 2026 |
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| Chesley, Taft & Associates | 55k | $1.4M | 6% | Mar 2026 |
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| Coldstream Capital Management | 55k | $1.4M | 0% | Mar 2026 |
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| Beacon Financial | 53k | $1.3M | 6% | Mar 2026 |
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| NovaPoint Capital | 52k | $1.3M | 2% | Mar 2026 |
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| McGlone Suttner Wealth Management | 49k | $1.2M | 6% | Mar 2026 |
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| J.w. Cole Advisors | 49k | $1.2M | 8% | Mar 2026 |
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| LBMC Investment Advisors | 49k | $1.3M | 13% | Dec 2025 |
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| Venture Visionary Partners | 47k | $1.2M | 0% | Mar 2026 |
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| Montecito Bank & Trust | 43k | $1.1M | 29% | Mar 2026 |
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| 10Elms | 43k | $1.1M | 184% | Mar 2026 |
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| First Interstate Bank | 42k | $1.1M | -45% | Mar 2026 |
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| Sanctuary Advisors | 42k | $1.1M | 0% | Mar 2026 |
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| REDW Stanley Financial Advisors | 39k | $994k | -5% | Mar 2026 |
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| Little House Capital | 39k | $989k | -8% | Mar 2026 |
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| Gilbert & Cook | 39k | $983k | 4% | Mar 2026 |
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| Beacon Pointe Advisors | 39k | $986k | 5% | Dec 2025 |
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| Sonata Capital | 38k | $964k | 13% | Mar 2026 |
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| Private Advisor | 37k | $944k | 52% | Mar 2026 |
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| Freestone Capital Holdings | 37k | $941k | -29% | Mar 2026 |
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| Princeton Global Asset Management | 36k | $907k | 36% | Mar 2026 |
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| Reliant Wealth Planning | 34k | $870k | 0% | Mar 2026 |
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| Gradient Capital Advisors | 34k | $868k | 1% | Mar 2026 |
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| Equitable Holdings | 33k | $845k | 100% | Mar 2026 |
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| Farmers National Bank | 32k | $817k | 3% | Dec 2025 |
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| Citadel Advisors | 31k | $787k | 100% | Mar 2026 |
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| Jacobi Capital Management | 30k | $752k | 15% | Mar 2026 |
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| Hartland & Co | 29k | $736k | 4% | Mar 2026 |
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| Fort Washington Investment Advisors | 28k | $719k | 2% | Mar 2026 |
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| Stifel Financial | 28k | $717k | -57% | Mar 2026 |
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| Quantum Financial Advisors | 28k | $706k | -66% | Mar 2026 |
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| Focused Alpha | 28k | $699k | 2% | Mar 2026 |
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| Stokes Family Office | 27k | $691k | 0% | Mar 2026 |
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| Captrust Financial Advisors | 27k | $688k | 11% | Dec 2025 |
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| Sterling Investment Advisors | 26k | $653k | 5% | Mar 2026 |
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| DecisionMap Wealth Management | 25k | $636k | 92% | Mar 2026 |
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| Headinvest | 25k | $633k | -7% | Mar 2026 |
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| Belpointe Asset Management | 25k | $626k | 6% | Mar 2026 |
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| ValMark Advisers | 24k | $617k | 27% | Mar 2026 |
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| Cfo Capital Management | 24k | $611k | 2% | Mar 2026 |
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| Fifth Third Bancorp | 24k | $599k | 100% | Mar 2026 |
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| Breachway Investments | 23k | $583k | 18% | Mar 2026 |
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| Hamel Associates | 22k | $553k | 100% | Mar 2026 |
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| Romano Brothers And Company | 22k | $551k | 100% | Mar 2026 |
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| Creative Planning | 22k | $544k | 100% | Mar 2026 |
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| Sarver Vrooman Wealth Advisors | 22k | $542k | 4% | Mar 2026 |
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| FourThought Financial Partners | 21k | $531k | 20% | Mar 2026 |
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| Cherry Tree Wealth Management | 21k | $517k | 5% | Mar 2026 |
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| Brian McDonald | 20k | $508k | 14% | Dec 2025 |
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| Sowell Financial Services | 20k | $498k | 17% | Mar 2026 |
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| Gryphon Financial Partners | 19k | $488k | 0% | Mar 2026 |
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| Advisory Services Network | 19k | $484k | 32% | Dec 2025 |
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| Kestra Private Wealth Services | 19k | $475k | 10% | Mar 2026 |
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| XML Financial | 18k | $464k | 16% | Mar 2026 |
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| Colony | 18k | $467k | 0% | Dec 2025 |
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| Leavell Investment Management | 18k | $458k | 100% | Mar 2026 |
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| Cambridge Investment Research Advisors | 18k | $451k | 27% | Mar 2026 |
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| Spinnaker Trust | 18k | $444k | 12% | Mar 2026 |
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| Addison Advisors | 17k | $435k | 3% | Mar 2026 |
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| Dorsey & Whitney Trust Company | 16k | $404k | 0% | Mar 2026 |
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| Mutual Advisors | 16k | $395k | 0% | Mar 2026 |
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| Cary Street Partners Financial | 15k | $385k | 7% | Mar 2026 |
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| Daviman Financial | 14k | $356k | 43% | Mar 2026 |
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| Integrated Wealth Concepts | 13k | $316k | -42% | Mar 2026 |
|
Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Confluence Investment Management | Dec 2025 | 298k | $7.6M |
| Flow Traders US | Dec 2025 | 81k | $2.1M |
| Susquehanna International | Sep 2025 | 60k | $1.5M |
| Wealth Enhancement Advisory Services | Dec 2025 | 57k | $1.4M |
| Jpmorgan Chase & Co | Sep 2025 | 50k | $1.3M |
| Walleye Partners | Dec 2025 | 41k | $1.0M |
| Keeler THomas Management | Dec 2025 | 38k | $970k |
| Barclays | Sep 2025 | 20k | $499k |
| Intl Fcstone | Dec 2025 | 18k | $465k |