Who owns ISHARES TR?

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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
Capital Investment Advisors 2.9M $77M 7% Dec 2025
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Summit Financial 2.0M $51M 5% Dec 2025
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First Interstate Bank 1.9M $50M 1% Dec 2025
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Sigma Investment Counselors 1.3M $34M 10% Dec 2025
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Golub Group 1.0M $27M 2% Dec 2025
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MV Capital Management 817k $21M 1% Dec 2025
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Envision Financial Planning 789k $21M 0% Dec 2025
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Us Bancorp 767k $20M 3% Dec 2025
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Wells Fargo & Company 737k $19M 8% Dec 2025
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Ameriprise Financial 594k $16M 7% Dec 2025
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Arrow Financial Corp. 556k $15M 1% Dec 2025
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HighTower Advisors 539k $14M 73% Dec 2025
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Rockefeller Capital Management 502k $13M 2% Dec 2025
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UBS Group 499k $13M 23% Dec 2025
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Raymond James Financial 483k $13M 83% Dec 2025
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Mb, Levis & Associates 482k $13M 1% Dec 2025
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PFG Private Wealth Management 463k $12M 100% Dec 2025
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Instrumental Wealth 414k $11M 7% Dec 2025
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Commonwealth Equity Services 389k $10M 4% Dec 2025
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Janney Montgomery Scott 359k $9.4M 8% Dec 2025
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Mariner Wealth Advisors 288k $7.5M 238% Dec 2025
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Kestra Advisory Services 271k $7.1M 9% Dec 2025
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Guidance Point Advisors 265k $6.9M 6% Dec 2025
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Royal Bank of Canada 240k $6.3M 39% Sep 2025
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Lido Advisors 228k $6.0M 3% Dec 2025
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Parallel Advisors 211k $5.5M 7% Dec 2025
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Hancock Bank Trust Department 206k $5.4M 4% Dec 2025
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Krilogy Financial 202k $5.3M 1% Dec 2025
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4Thought Financial Group 175k $4.6M 2% Dec 2025
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Lyell Wealth Management 174k $4.5M 47% Dec 2025
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Benjamin Edwards 171k $4.5M -7% Dec 2025
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Union Bankshares 160k $4.2M -21% Dec 2025
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James Investment Research 141k $3.7M -6% Dec 2025
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Probity Advisors 140k $3.7M -1% Dec 2025
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Citadel Advisors 138k $3.6M 100% Sep 2025
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CWM 138k $3.6M 5% Dec 2025
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Evergreen Private Wealth 133k $3.5M 6% Dec 2025
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Precedent Wealth Partners 122k $3.2M 306% Dec 2025
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Jpmorgan Chase & Co 110k $2.9M 100% Sep 2025
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Signature Wealth Management Group 105k $2.7M 0% Dec 2025
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Resources Investment Advisors 105k $2.7M 100% Dec 2025
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LPL Financial 104k $2.7M 14% Dec 2025
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Stony Point Wealth Management 99k $2.6M 5% Dec 2025
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Michael S. Ryan 98k $2.6M 0% Dec 2025
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Stonebrook Private 89k $2.3M 3% Dec 2025
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Mercer Global Advisors 89k $2.3M 33% Dec 2025
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McGlone Suttner Wealth Management 87k $2.3M 2% Dec 2025
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Archford Capital Strategies 79k $2.1M 2% Dec 2025
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MCF Advisors 77k $2.0M 1% Dec 2025
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Envestnet Asset Management 73k $1.9M -39% Dec 2025
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Wealth Enhancement Advisory Services 68k $1.8M 4% Dec 2025
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Flow Traders US 67k $1.8M -29% Dec 2025
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Adirondack Trust 60k $1.6M 15% Dec 2025
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J.w. Cole Advisors 60k $1.6M 4% Dec 2025
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Wilkins Miller Wealth Management 58k $1.5M 6% Dec 2025
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Associated Banc- 57k $1.5M 47% Dec 2025
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Meitav Dash Investments 54k $1.4M -2% Dec 2025
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Coldstream Capital Management 51k $1.3M 3% Dec 2025
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Fulton Breakefield Broenniman d/b/a FBB Capital Partners 51k $1.3M 7% Dec 2025
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Cetera Investment Advisers 50k $1.3M 4% Dec 2025
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Segment Wealth Management 48k $1.3M 2% Dec 2025
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Paradigm, Strategies in Wealth Management 44k $1.2M -8% Dec 2025
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Captrust Financial Advisors 43k $1.1M 10% Dec 2025
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Little House Capital 41k $1.1M -7% Dec 2025
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Keeler THomas Management 41k $1.1M 3% Dec 2025
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CliftonLarsonAllen Wealth Advisors 38k $996k 1% Dec 2025
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Reliant Wealth Planning 37k $967k 0% Dec 2025
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Gilbert & Cook 37k $958k 100% Dec 2025
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Cowa 34k $829k 100% Dec 2025
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Addison Advisors 31k $809k 0% Dec 2025
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Beacon Pointe Advisors 30k $792k 14% Dec 2025
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IFP Advisors 29k $747k 20% Dec 2025
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Fort Washington Investment Advisors 28k $739k 63% Dec 2025
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Walleye Partners 28k $731k 100% Dec 2025
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Stokes Family Office 27k $712k 0% Dec 2025
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Montecito Bank & Trust 26k $669k 6% Dec 2025
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Jacobi Capital Management 25k $651k 100% Dec 2025
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Hartland & Co 24k $639k 20428% Dec 2025
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Sterling Investment Advisors 23k $595k 26% Dec 2025
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BKD Wealth Advisors 23k $593k 0% Dec 2025
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Nestegg Advisors 22k $578k 111% Dec 2025
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LBMC Investment Advisors 21k $559k 40% Dec 2025
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International Assets Investment Management 20k $517k 2% Dec 2025
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CVA Family Office 20k $514k 0% Dec 2025
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Barclays 19k $497k 0% Dec 2025
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Glenview Trust 18k $473k 28% Dec 2025
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Kestra Private Wealth Services 18k $465k 18% Dec 2025
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Intl Fcstone 18k $465k 22% Dec 2025
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First National Trust Company 17k $447k 32% Dec 2025
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Gryphon Financial Partners 17k $445k 0% Dec 2025
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ValMark Advisers 17k $442k 32% Dec 2025
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Advisory Services Network 17k $435k 8% Dec 2025
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Gradient Capital Advisors 16k $427k 20% Dec 2025
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Frisch Financial Group 16k $426k -51% Dec 2025
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Farnam Financial 16k $413k 0% Dec 2025
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Advisor Group Holdings 16k $407k 117% Dec 2025
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United Capital Financial Advisers 15k $399k 2% Sep 2025
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Venture Visionary Partners 14k $377k 0% Dec 2025
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Stratos Wealth Partners 14k $356k -5% Dec 2025
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Private Advisor 13k $338k 3% Dec 2025
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Pamela Horwath 13k $332k 100% Dec 2025
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Rossmore Private Capital 12k $310k 4% Dec 2025
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XML Financial 12k $308k 100% Dec 2025
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Cherry Tree Wealth Management 12k $304k 30% Dec 2025
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Accretive Wealth Partners 11k $298k 0% Dec 2025
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Great Valley Advisor Group 11k $292k 100% Dec 2025
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Sarver Vrooman Wealth Advisors 10k $262k 0% Dec 2025
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We Are One Seven 9.7k $254k -7% Dec 2025
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Mutual Advisors 9.7k $253k 0% Dec 2025
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Cambridge Investment Research Advisors 9.0k $236k -10% Dec 2025
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Branch Banking & Trust Company 8.4k $221k 0% Dec 2025
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Ironwood Wealth Management 8.2k $216k 100% Dec 2025
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Koesten, Hirschmann & Crabtree 8.1k $213k 100% Dec 2025
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Apollon Wealth Management 8.1k $211k 100% Dec 2025
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Hendershot Investments 8.0k $208k 0% Dec 2025
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Dearborn Partners 7.9k $206k 100% Dec 2025
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Sound View Wealth Advisors Group 7.7k $201k 100% Dec 2025
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Banque Cantonale Vaudoise 7.6k $200k -4% Dec 2025
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Brian McDonald 7.4k $193k 0% Dec 2025
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Jones Financial Companies, L.L 7.4k $192k 192% Dec 2025
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10Elms 5.9k $154k 12% Dec 2025
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Central Trust & Investment 5.7k $148k 106% Dec 2025
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Northwestern Mutual Wealth Management Company 5.0k $132k 253% Dec 2025
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Roble, Belko & Company 4.8k $125k 100% Dec 2025
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Jupiter Wealth Management 4.6k $121k 0% Dec 2025
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Sound Income Strategies 4.6k $120k 1% Dec 2025
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CNB Bank 3.0k $80k 100% Dec 2025
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Hemington Wealth Management 2.8k $74k 0% Sep 2025
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MidFirst Bank 2.2k $56k 100% Dec 2025
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Trust 1.9k $50k 0% Dec 2025
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Barrett & Company 1.0k $26k 0% Dec 2025
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Knights of Columbus Asset Advisors 839.00 $22k 0% Dec 2025
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Bogart Wealth 572.00 $15k 100% Dec 2025
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Key FInancial 564.00 $15k 0% Dec 2025
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Princeton Global Asset Management 427.00 $11k 0% Dec 2025
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Atlantic Trust 315.00 $8.2k 100% Dec 2025
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Hazlett, Burt & Watson 152.00 $4.0k 1% Dec 2025
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BlackRock 50.00 $1.3k 0% Dec 2025
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O'shaughnessy Asset Management 1.00 $26.000000 0% Dec 2025
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Who sold out of Ishares Tr?

Fund or Company Name Date Sold Shares Held Valued At
Quantum Financial Advisors Sep 2025 65k $1.7M
NovaPoint Capital Sep 2025 41k $1.1M
Goldman Sachs Group Sep 2025 29k $761k
Granite Harbor Advisors Sep 2025 25k $663k
Susquehanna International Sep 2025 11k $286k
Oppenheimer & Co Sep 2025 8.1k $213k
United Community Bank Sep 2025 1.5k $40k
NBT Bank Sep 2025 700.00 $18k
Farther Finance Advisors Sep 2025 68.00 $1.8k