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 | 6.5M | $163M | 2% | Jun 2026 |
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| Capital Investment Advisors | 3.5M | $88M | 5% | Jun 2026 |
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| Wells Fargo & Company | 3.1M | $78M | 10% | Jun 2026 |
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| Morgan Stanley | 2.9M | $74M | 12% | Mar 2026 |
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| Capital Advisors | 2.8M | $71M | 1% | Jun 2026 |
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| Bank of America Corporation | 2.6M | $65M | 5% | Jun 2026 |
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| Sigma Investment Counselors | 1.6M | $40M | 5% | Jun 2026 |
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| Royal Bank of Canada | 1.3M | $34M | 32% | Jun 2026 |
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| UBS Group | 1.2M | $31M | 3% | Jun 2026 |
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| Klingman & Associates | 1.2M | $30M | 9% | Jun 2026 |
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| Raymond James Financial | 1.2M | $29M | 60% | Jun 2026 |
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| Summit Financial | 1.2M | $29M | -27% | Jun 2026 |
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| Sailer Financial | 1.1M | $27M | 0% | Jun 2026 |
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| Sound View Wealth Advisors Group | 1.0M | $25M | 11% | Jun 2026 |
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| Ameriprise Financial | 943k | $24M | -7% | Jun 2026 |
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| Us Bancorp | 908k | $23M | 19% | Jun 2026 |
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| Goss Wealth Management | 877k | $22M | 6% | Jun 2026 |
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| HighTower Advisors | 860k | $22M | 1% | Jun 2026 |
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| Advisors Capital Management | 860k | $22M | 2% | Jun 2026 |
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| Cowa | 774k | $20M | 6% | Jun 2026 |
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| MV Capital Management | 774k | $20M | 0% | Jun 2026 |
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| Arrow Financial Corp. | 631k | $16M | 3% | Jun 2026 |
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| LPL Financial | 564k | $14M | 11% | Jun 2026 |
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| Commonwealth Equity Services | 528k | $13M | 4% | Jun 2026 |
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| Mb, Levis & Associates | 528k | $13M | 1% | Jun 2026 |
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| Rockefeller Capital Management | 528k | $13M | 2% | Jun 2026 |
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| PFG Private Wealth Management | 507k | $13M | -8% | Jun 2026 |
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| Janney Montgomery Scott | 478k | $12M | 21% | Jun 2026 |
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| Ironwood Wealth Management | 465k | $12M | 22% | Jun 2026 |
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| Probity Advisors | 416k | $11M | 37% | Jun 2026 |
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| Parkway Wealth Management Group | 403k | $10M | 1% | Jun 2026 |
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| Union Bankshares | 381k | $9.6M | 9% | Jun 2026 |
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| Cornerstone Planning | 380k | $9.6M | 3% | Jun 2026 |
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| Guidance Point Advisors | 326k | $8.2M | 3% | Jun 2026 |
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| Snowden Capital Advisors | 298k | $7.5M | 2% | Jun 2026 |
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| Lyell Wealth Management | 267k | $6.7M | 1% | Jun 2026 |
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| Parallel Advisors | 267k | $6.7M | 9% | Jun 2026 |
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| MCF Advisors | 258k | $6.5M | 1% | Jun 2026 |
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| Pamela Horwath | 253k | $6.4M | 36% | Jun 2026 |
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| Concurrent Investment Advisors | 253k | $6.4M | 100% | Jun 2026 |
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| 4Thought Financial Group | 250k | $6.3M | 22% | Jun 2026 |
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| Hancock Bank Trust Department | 246k | $6.2M | 3% | Jun 2026 |
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| Lido Advisors | 246k | $6.2M | 2% | Jun 2026 |
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| Krilogy Financial | 220k | $5.5M | 0% | Jun 2026 |
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| Michael S. Ryan | 209k | $5.3M | -4% | Jun 2026 |
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| Praetorian Wealth Management | 198k | $5.0M | 24% | Jun 2026 |
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| Envestnet Asset Management | 194k | $4.9M | 6% | Jun 2026 |
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| Peloton Wealth Strategists | 184k | $4.6M | 38% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 181k | $4.6M | 8% | Jun 2026 |
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| Evergreen Wealth Solutions | 180k | $4.5M | 1% | Jun 2026 |
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| Glenview Trust | 174k | $4.4M | 24% | Jun 2026 |
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| Signature Wealth Management Group | 170k | $4.3M | 3% | Mar 2026 |
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| Precedent Wealth Partners | 169k | $4.2M | 22% | Jun 2026 |
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| Adviser Investments | 165k | $4.2M | 1% | Jun 2026 |
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| Mercer Global Advisors | 165k | $4.1M | 39% | Jun 2026 |
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| Benjamin Edwards | 153k | $3.9M | -14% | Jun 2026 |
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| CWM | 153k | $3.9M | 12% | Mar 2026 |
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| Resources Investment Advisors | 149k | $3.8M | -13% | Jun 2026 |
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| Evergreen Private Wealth | 146k | $3.7M | 6% | Jun 2026 |
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| Neuberger Berman Group | 141k | $3.6M | 0% | Jun 2026 |
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| Adirondack Trust | 138k | $3.5M | 6% | Jun 2026 |
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| EP Wealth Advisors | 133k | $3.3M | 100% | Jun 2026 |
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| Houlihan Financial Resource Group | 133k | $3.3M | 27% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 126k | $3.1M | 100% | Jun 2026 |
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| Quantum Financial Advisors | 124k | $3.1M | 343% | Jun 2026 |
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| Kestra Advisory Services | 124k | $3.1M | 3% | Jun 2026 |
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| Paradigm, Strategies in Wealth Management | 116k | $2.9M | -4% | Jun 2026 |
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| Sanctuary Advisors | 113k | $2.6M | 172% | Jun 2026 |
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| Stony Point Wealth Management | 113k | $2.9M | -5% | Jun 2026 |
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| Arcataur Capital Management | 108k | $2.7M | 4% | Jun 2026 |
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| Meitav Dash Investments | 105k | $2.6M | 61% | Jun 2026 |
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| Modern Wealth Management | 102k | $2.6M | 100% | Jun 2026 |
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| Cetera Investment Advisers | 100k | $2.5M | 36% | Jun 2026 |
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| Rossmore Private Capital | 98k | $2.5M | 13% | Jun 2026 |
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| Segment Wealth Management | 97k | $2.4M | 11% | Jun 2026 |
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| Stonebrook Private | 96k | $2.4M | 1% | Jun 2026 |
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| Central Trust & Investment | 95k | $2.4M | 17% | Jun 2026 |
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| Hills Bank And Trust Company | 93k | $2.3M | 781% | Jun 2026 |
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| First National Trust Company | 92k | $2.3M | 17% | Jun 2026 |
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| United Capital Financial Advisers | 89k | $2.2M | 26% | Jun 2026 |
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| Fulton Breakefield Broenniman d/b/a FBB Capital Partners | 89k | $2.2M | 13% | Jun 2026 |
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| Winthrop Partners - WNY | 88k | $2.2M | 18% | Jun 2026 |
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| Advisor Group Holdings | 81k | $2.0M | 13% | Jun 2026 |
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| IFP Advisors | 81k | $2.0M | -3% | Jun 2026 |
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| Archford Capital Strategies | 81k | $2.0M | -5% | Jun 2026 |
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| Absolute Capital Management | 78k | $2.0M | -8% | Jun 2026 |
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| Associated Banc- | 78k | $2.0M | 12% | Jun 2026 |
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| Centric Wealth Management | 77k | $1.9M | 0% | Jun 2026 |
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| Roble, Belko & Company | 72k | $1.8M | 0% | Jun 2026 |
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| Wrapmanager | 70k | $1.8M | -9% | Jun 2026 |
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| Oppenheimer & Co | 67k | $1.7M | 16% | Jun 2026 |
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| CliftonLarsonAllen Wealth Advisors | 67k | $1.7M | 5% | Jun 2026 |
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| 10Elms | 65k | $1.6M | 50% | Jun 2026 |
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| Wilkins Miller Wealth Management | 63k | $1.6M | -7% | Jun 2026 |
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| LBMC Investment Advisors | 60k | $1.5M | 0% | Jun 2026 |
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| Chesley, Taft & Associates | 57k | $1.4M | 3% | Jun 2026 |
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| NovaPoint Capital | 55k | $1.4M | 5% | Jun 2026 |
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| Coldstream Capital Management | 54k | $1.4M | -2% | Jun 2026 |
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| Beacon Financial | 50k | $1.3M | -6% | Jun 2026 |
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| McGlone Suttner Wealth Management | 50k | $1.3M | 1% | Jun 2026 |
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| J.w. Cole Advisors | 49k | $1.2M | 0% | Jun 2026 |
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| Venture Visionary Partners | 49k | $1.2M | 3% | Jun 2026 |
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| Princeton Global Asset Management | 45k | $1.1M | 25% | Jun 2026 |
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| Montecito Bank & Trust | 44k | $1.1M | 3% | Jun 2026 |
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| Beacon Pointe Advisors | 41k | $1.0M | 11% | Jun 2026 |
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| Jane Street | 41k | $1.0M | 338% | Jun 2026 |
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| Little House Capital | 40k | $1.0M | 3% | Jun 2026 |
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| Jacobi Capital Management | 40k | $1.0M | 35% | Jun 2026 |
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| Gilbert & Cook | 39k | $979k | 0% | Jun 2026 |
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| Sonata Capital | 38k | $966k | 1% | Jun 2026 |
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| REDW Stanley Financial Advisors | 38k | $949k | -4% | Jun 2026 |
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| Susquehanna International | 38k | $949k | -80% | Jun 2026 |
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| Cambridge Investment Research Advisors | 35k | $883k | 96% | Jun 2026 |
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| First Interstate Bank | 35k | $881k | -17% | Jun 2026 |
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| Reliant Wealth Planning | 34k | $867k | 0% | Jun 2026 |
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| Gradient Capital Advisors | 34k | $865k | 0% | Jun 2026 |
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| Farmers National Bank | 34k | $859k | 1% | Jun 2026 |
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| Hamel Associates | 32k | $813k | 48% | Jun 2026 |
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| Stokes Family Office | 31k | $787k | 14% | Jun 2026 |
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| Breachway Investments | 31k | $777k | 33% | Jun 2026 |
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| Sterling Investment Advisors | 30k | $756k | 16% | Jun 2026 |
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| Stifel Financial | 29k | $740k | 4% | Jun 2026 |
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| AssuredPartners Investment Advisors | 29k | $732k | 141% | Jun 2026 |
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| ValMark Advisers | 29k | $727k | 18% | Jun 2026 |
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| Fort Washington Investment Advisors | 28k | $717k | 0% | Jun 2026 |
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| Focused Alpha | 28k | $705k | 1% | Jun 2026 |
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| Romano Brothers And Company | 28k | $704k | 28% | Jun 2026 |
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| Belpointe Asset Management | 28k | $701k | 12% | Jun 2026 |
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| Helen Stephens Group | 27k | $669k | 100% | Jun 2026 |
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| Captrust Financial Advisors | 26k | $645k | -6% | Jun 2026 |
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| Fifth Third Bancorp | 25k | $628k | 5% | Jun 2026 |
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| DecisionMap Wealth Management | 25k | $627k | -1% | Jun 2026 |
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| Headinvest | 25k | $626k | -1% | Jun 2026 |
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| Great Diamond Partners | 25k | $625k | 97% | Jun 2026 |
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| Integrated Wealth Concepts | 25k | $625k | 98% | Jun 2026 |
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| Freestone Capital Holdings | 25k | $622k | -34% | Jun 2026 |
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| Cfo Capital Management | 24k | $611k | 2% | Mar 2026 |
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| FourThought Financial Partners | 24k | $595k | 12% | Jun 2026 |
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| Golub Group | 23k | $588k | 100% | Jun 2026 |
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| Creative Planning | 22k | $563k | 4% | Jun 2026 |
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| Cornell Pochily Investment Advisors | 22k | $555k | 100% | Jun 2026 |
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| Colony | 22k | $554k | 20% | Jun 2026 |
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| Sowell Financial Services | 22k | $550k | 11% | Jun 2026 |
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| XML Financial | 22k | $549k | 19% | Jun 2026 |
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| Jones Financial Companies, L.L | 22k | $545k | 29% | Jun 2026 |
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| Advisory Services Network | 22k | $542k | 16% | Jun 2026 |
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| Sarver Vrooman Wealth Advisors | 22k | $538k | 0% | Jun 2026 |
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| Kestra Private Wealth Services | 21k | $534k | 13% | Jun 2026 |
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| Hartland & Co | 21k | $516k | -30% | Jun 2026 |
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| Cherry Tree Wealth Management | 21k | $517k | 5% | Mar 2026 |
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| Citadel Advisors | 12k | $290k | -63% | Jun 2026 |
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| Private Advisor | 9.7k | $246k | -74% | Jun 2026 |
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Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Goldman Sachs Group | Mar 2026 | 96k | $2.4M |
| Mariner Wealth Advisors | Mar 2026 | 78k | $2.0M |
| Equitable Holdings | Mar 2026 | 33k | $845k |