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 2.7M $72M 8% Sep 2025
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First Interstate Bank 1.9M $50M 1% Sep 2025
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Summit Financial 1.9M $49M 100% Sep 2025
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Sigma Investment Counselors 1.2M $31M 15% Sep 2025
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Golub Group 999k $26M 1% Sep 2025
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Morgan Stanley 960k $26M 100% Jun 2025
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MV Capital Management 794k $21M -1% Jun 2025
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Envision Financial Planning 788k $21M 16% Sep 2025
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Us Bancorp 747k $20M -4% Sep 2025
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Wells Fargo & Company 683k $18M 41% Sep 2025
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Ameriprise Financial 554k $15M 215% Sep 2025
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Arrow Financial Corp. 551k $15M -3% Sep 2025
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Rockefeller Capital Management 494k $13M 0% Sep 2025
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Mb, Levis & Associates 478k $13M 1% Sep 2025
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UBS Group 405k $11M 9% Sep 2025
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Instrumental Wealth 386k $10M 5% Sep 2025
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Commonwealth Equity Services 374k $9.8M -1% Sep 2025
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Janney Montgomery Scott 334k $8.8M 10% Sep 2025
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HighTower Advisors 312k $8.2M 159% Sep 2025
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Raymond James Financial 264k $6.9M 8% Sep 2025
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Guidance Point Advisors 251k $6.6M 3% Sep 2025
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Kestra Advisory Services 248k $6.5M 0% Sep 2025
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Royal Bank of Canada 240k $6.3M 39% Sep 2025
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Lido Advisors 223k $5.8M 17% Sep 2025
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Union Bankshares 202k $5.3M 0% Sep 2025
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Krilogy Financial 200k $5.2M 8% Sep 2025
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Hancock Bank Trust Department 199k $5.2M 9% Sep 2025
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Parallel Advisors 198k $5.2M 5% Sep 2025
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Benjamin Edwards 184k $4.8M 5% Sep 2025
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4Thought Financial Group 172k $4.5M 2% Sep 2025
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James Investment Research 150k $3.9M -3% Sep 2025
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Probity Advisors 141k $3.7M 1% Sep 2025
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Citadel Advisors 138k $3.6M 100% Sep 2025
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CWM 132k $3.5M 9% Sep 2025
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Evergreen Private Wealth 126k $3.3M -1% Sep 2025
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Envestnet Asset Management 119k $3.1M -23% Sep 2025
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Lyell Wealth Management 118k $3.1M 31% Sep 2025
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Jpmorgan Chase & Co 110k $2.9M 13579% Sep 2025
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Signature Wealth Management Group 105k $2.7M 19% Sep 2025
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Michael S. Ryan 99k $2.6M 1% Sep 2025
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Flow Traders US 95k $2.5M 660% Sep 2025
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Stony Point Wealth Management 94k $2.5M -2% Sep 2025
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LPL Financial 91k $2.4M 28% Sep 2025
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Stonebrook Private 87k $2.3M 1% Sep 2025
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McGlone Suttner Wealth Management 86k $2.2M 2% Sep 2025
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Mariner Wealth Advisors 85k $2.2M 7% Sep 2025
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Archford Capital Strategies 77k $2.0M 5% Sep 2025
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MCF Advisors 76k $2.0M 1% Sep 2025
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Mercer Global Advisors 67k $1.7M 30% Sep 2025
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Wealth Enhancement Advisory Services 65k $1.7M 28% Sep 2025
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Quantum Financial Advisors 65k $1.7M 1% Sep 2025
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J.w. Cole Advisors 58k $1.5M 25% Sep 2025
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Meitav Dash Investments 55k $1.4M 14% Sep 2025
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Wilkins Miller Wealth Management 55k $1.4M 32% Sep 2025
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Adirondack Trust 52k $1.4M 23% Sep 2025
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Coldstream Capital Management 50k $1.3M -8% Sep 2025
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Paradigm, Strategies in Wealth Management 48k $1.3M 21% Sep 2025
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Cetera Investment Advisers 48k $1.3M 115% Sep 2025
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Fulton Breakefield Broenniman d/b/a FBB Capital Partners 47k $1.2M 10% Sep 2025
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Segment Wealth Management 47k $1.2M 1% Sep 2025
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Little House Capital 44k $1.2M 2% Sep 2025
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NovaPoint Capital 41k $1.1M 11% Sep 2025
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Keeler THomas Management 40k $1.0M 6% Sep 2025
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Captrust Financial Advisors 39k $1.0M -10% Sep 2025
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Associated Banc- 39k $1.0M 12% Sep 2025
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CliftonLarsonAllen Wealth Advisors 38k $985k 7% Sep 2025
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Reliant Wealth Planning 37k $971k -17% Sep 2025
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Frisch Financial Group 33k $864k -3% Sep 2025
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Addison Advisors 31k $812k 1% Sep 2025
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Precedent Wealth Partners 30k $788k 144% Sep 2025
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Goldman Sachs Group 29k $761k 100% Sep 2025
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Stokes Family Office 27k $715k 0% Sep 2025
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Beacon Pointe Advisors 27k $697k 21% Sep 2025
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Granite Harbor Advisors 25k $663k 0% Sep 2025
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Montecito Bank & Trust 24k $634k -12% Sep 2025
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IFP Advisors 24k $626k 3% Sep 2025
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BKD Wealth Advisors 23k $595k 0% Sep 2025
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H D Vest Advisory Services 22k $576k 1% Jun 2025
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CVA Family Office 20k $516k 0% Sep 2025
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International Assets Investment Management 19k $499k 100% Sep 2025
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Barclays 19k $499k 100% Sep 2025
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Sterling Investment Advisors 18k $475k 100% Sep 2025
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Fort Washington Investment Advisors 17k $455k 100% Sep 2025
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Gryphon Financial Partners 17k $446k -3% Sep 2025
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Farnam Financial 16k $415k 0% Sep 2025
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Advisory Services Network 16k $406k 1% Sep 2025
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LBMC Investment Advisors 15k $402k 0% Sep 2025
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United Capital Financial Advisers 15k $399k 2% Sep 2025
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Kestra Private Wealth Services 15k $397k 22% Sep 2025
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Intl Fcstone 15k $384k 16% Sep 2025
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Venture Visionary Partners 14k $378k 1% Sep 2025
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Stratos Wealth Partners 14k $376k 100% Sep 2025
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Glenview Trust 14k $370k 10% Sep 2025
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Gradient Capital Advisors 14k $358k 0% Sep 2025
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First National Trust Company 13k $339k 2% Sep 2025
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ValMark Advisers 13k $336k 49% Sep 2025
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Private Advisor 13k $329k 0% Sep 2025
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Rossmore Private Capital 11k $300k 0% Sep 2025
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Accretive Wealth Partners 11k $299k 0% Sep 2025
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Susquehanna International 11k $286k 100% Sep 2025
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Nestegg Advisors 11k $275k 100% Sep 2025
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We Are One Seven 10k $274k -31% Sep 2025
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Cambridge Investment Research Advisors 10k $263k 0% Sep 2025
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Sarver Vrooman Wealth Advisors 10k $263k 100% Sep 2025
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Mutual Advisors 9.7k $256k -26% Sep 2025
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Cherry Tree Wealth Management 8.9k $234k 77% Sep 2025
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Branch Banking & Trust Company 8.4k $221k 100% Sep 2025
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Oppenheimer & Co 8.1k $213k 100% Sep 2025
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Banque Cantonale Vaudoise 8.0k $209k 6% Sep 2025
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Hendershot Investments 8.0k $209k 0% Sep 2025
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Brian McDonald 7.4k $193k -6% Sep 2025
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Advisor Group Holdings 7.2k $188k 12% Sep 2025
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10Elms 5.3k $138k 275% Sep 2025
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Jupiter Wealth Management 4.6k $121k 0% Sep 2025
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Sound Income Strategies 4.6k $119k 1% Sep 2025
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Hemington Wealth Management 2.8k $74k 0% Sep 2025
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Central Trust & Investment 2.8k $72k 127% Sep 2025
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Jones Financial Companies, L.L 2.5k $66k 101% Sep 2025
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Trust 1.9k $51k 0% Sep 2025
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United Community Bank 1.5k $40k 0% Sep 2025
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Northwestern Mutual Wealth Management Company 1.4k $38k 100% Sep 2025
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Barrett & Company 1.0k $26k 100% Sep 2025
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Knights of Columbus Asset Advisors 839.00 $22k 0% Sep 2025
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NBT Bank 700.00 $18k 100% Sep 2025
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Key FInancial 564.00 $15k 100% Sep 2025
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Princeton Global Asset Management 425.00 $11k 0% Sep 2025
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Hazlett, Burt & Watson 150.00 $4.0k 100% Sep 2025
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Hartland & Co 119.00 $3.1k 100% Sep 2025
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Farther Finance Advisors 68.00 $1.8k 100% Sep 2025
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BlackRock 50.00 $1.3k 2% Sep 2025
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O'shaughnessy Asset Management 1.00 $26.000000 0% Sep 2025
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Who sold out of Ishares Tr?

Fund or Company Name Date Sold Shares Held Valued At
PFG Private Wealth Management Jun 2025 413k $11M
Confluence Investment Management Jun 2025 307k $8.0M
Mml Investors Services Jun 2025 22k $561k
Stifel Financial Jun 2025 20k $507k
Jacobi Capital Management Jun 2025 18k $460k
Caliber Wealth Management, Llc / Ks Jun 2025 8.1k $209k
Koesten, Hirschmann & Crabtree Jun 2025 5.9k $152k
Annis Gardner Whiting Capital Advisors Jun 2025 1.1k $28k
Efficient Wealth Management Jun 2025 91.00 $2.0k