Who owns ISHARES TR?
- Ticker: IBDY
- CUSIP Number: 46436e130
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 | 2.8M | $70M | 86% | Dec 2024 |
|
| Capital Investment Advisors | 2.3M | $58M | 9% | Mar 2025 |
|
| First Interstate Bank | 2.1M | $52M | 2% | Dec 2024 |
|
| Bank of America Corporation | 1.2M | $31M | 160% | Dec 2024 |
|
| Golub Group | 916k | $23M | -37% | Dec 2024 |
|
| MV Capital Management | 802k | $21M | 7% | Mar 2025 |
|
| Morgan Stanley | 758k | $19M | 20% | Dec 2024 |
|
| Envision Financial Planning | 634k | $16M | 3% | Dec 2024 |
|
| Us Bancorp | 588k | $15M | -2% | Dec 2024 |
|
| Arrow Financial Corp. | 573k | $14M | 5% | Dec 2024 |
|
| Wells Fargo & Company | 499k | $13M | 6% | Dec 2024 |
|
| Rockefeller Capital Management | 485k | $12M | -2% | Dec 2024 |
|
| Instrumental Wealth | 354k | $9.0M | 9% | Dec 2024 |
|
| UBS Group | 345k | $8.6M | 19% | Dec 2024 |
|
| Sigma Investment Counselors | 331k | $8.3M | 100% | Dec 2024 |
|
| Confluence Investment Management | 311k | $7.8M | 1% | Dec 2024 |
|
| Venture Visionary Partners | 241k | $6.1M | 109% | Dec 2024 |
|
| Janney Montgomery Scott | 241k | $6.1M | 1588% | Dec 2024 |
|
| Guidance Point Advisors | 230k | $5.8M | 4% | Dec 2024 |
|
| Kestra Advisory Services | 224k | $5.6M | 26% | Dec 2024 |
|
| Krilogy Financial | 195k | $5.0M | 10% | Mar 2025 |
|
| Raymond James Financial | 193k | $4.8M | 100% | Dec 2024 |
|
| Commonwealth Equity Services | 184k | $4.6M | -6% | Dec 2024 |
|
| Sandy Spring Bank | 178k | $4.5M | 4% | Dec 2024 |
|
| Parallel Advisors | 172k | $4.4M | -11% | Mar 2025 |
|
| James Investment Research | 163k | $4.1M | 0% | Dec 2024 |
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| 4Thought Financial Group | 162k | $4.1M | 0% | Dec 2024 |
|
| Benjamin Edwards | 158k | $4.0M | 3% | Dec 2024 |
|
| Sabal Trust Company | 156k | $3.9M | 43% | Dec 2024 |
|
| Lido Advisors | 153k | $3.8M | 857% | Dec 2024 |
|
| Executive Wealth Management | 137k | $3.4M | 40% | Dec 2024 |
|
| Envestnet Asset Management | 124k | $3.1M | 22% | Dec 2024 |
|
| Probity Advisors | 120k | $3.0M | 22% | Dec 2024 |
|
| Evergreen Private Wealth | 117k | $2.9M | 2% | Dec 2024 |
|
| CWM | 115k | $2.9M | 8% | Dec 2024 |
|
| HighTower Advisors | 92k | $2.3M | 30% | Dec 2024 |
|
| Michael S. Ryan | 92k | $2.4M | 100% | Mar 2025 |
|
| Stony Point Wealth Management | 90k | $2.3M | 1% | Mar 2025 |
|
| McGlone Suttner Wealth Management | 82k | $2.1M | 3% | Dec 2024 |
|
| Signature Wealth Management Group | 80k | $2.0M | 100% | Dec 2024 |
|
| Stonebrook Private | 78k | $2.0M | 10% | Dec 2024 |
|
| Archford Capital Strategies | 76k | $1.9M | 3% | Dec 2024 |
|
| Mariner Wealth Advisors | 74k | $1.9M | 25% | Dec 2024 |
|
| MCF Advisors | 68k | $1.7M | 2% | Dec 2024 |
|
| Wilkins Miller Wealth Management | 64k | $1.6M | 100% | Dec 2024 |
|
| Estate Counselors | 62k | $1.6M | 0% | Dec 2024 |
|
| Coldstream Capital Management | 53k | $1.3M | 29% | Dec 2024 |
|
| Captrust Financial Advisors | 49k | $1.2M | 74% | Dec 2024 |
|
| Wealth Enhancement Advisory Services | 46k | $1.2M | 56% | Mar 2025 |
|
| J.w. Cole Advisors | 46k | $1.2M | -7% | Dec 2024 |
|
| Little House Capital | 45k | $1.1M | -2% | Dec 2024 |
|
| LPL Financial | 43k | $1.1M | 27% | Dec 2024 |
|
| Mml Investors Services | 42k | $1.1M | 14% | Dec 2024 |
|
| Segment Wealth Management | 42k | $1.1M | 341% | Dec 2024 |
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| Royal Bank of Canada | 42k | $1.0M | 9% | Dec 2024 |
|
| Paradigm, Strategies in Wealth Management | 41k | $1.0M | 2% | Dec 2024 |
|
| Mercer Global Advisors | 38k | $943k | 100% | Dec 2024 |
|
| CliftonLarsonAllen Wealth Advisors | 36k | $907k | 100% | Dec 2024 |
|
| Adirondack Trust | 33k | $837k | 63% | Mar 2025 |
|
| Associated Banc- | 32k | $808k | 33% | Dec 2024 |
|
| Jpmorgan Chase & Co | 28k | $697k | -62% | Dec 2024 |
|
| Advisor Group Holdings | 27k | $724k | -4% | Dec 2024 |
|
| Montecito Bank & Trust | 27k | $682k | 0% | Dec 2024 |
|
| Mendota Financial Group | 24k | $613k | 77% | Dec 2024 |
|
| BKD Wealth Advisors | 23k | $569k | 0% | Dec 2024 |
|
| Stokes Family Office | 22k | $559k | 13% | Dec 2024 |
|
| CVA Family Office | 20k | $503k | 0% | Mar 2025 |
|
| Meitav Dash Investments | 19k | $486k | 100% | Dec 2024 |
|
| H D Vest Advisory Services | 19k | $478k | 19% | Dec 2024 |
|
| Addison Advisors | 18k | $445k | 7% | Dec 2024 |
|
| Jacobi Capital Management | 15k | $380k | 47% | Dec 2024 |
|
| IFP Advisors | 15k | $363k | 30% | Dec 2024 |
|
| Stifel Financial | 14k | $359k | -3% | Dec 2024 |
|
| Beacon Pointe Advisors | 14k | $349k | 15% | Dec 2024 |
|
| Private Advisor | 13k | $315k | 0% | Dec 2024 |
|
| Susquehanna International | 11k | $283k | 100% | Dec 2024 |
|
| Mutual Advisors | 11k | $280k | -8% | Dec 2024 |
|
| Gradient Capital Advisors | 11k | $269k | 28% | Dec 2024 |
|
| We Are One Seven | 11k | $268k | 2% | Dec 2024 |
|
| Ellis Investment Partners | 8.7k | $219k | 1% | Dec 2024 |
|
| Cambridge Investment Research Advisors | 8.7k | $219k | 100% | Dec 2024 |
|
| REDW Stanley Financial Advisors | 8.7k | $218k | -38% | Dec 2024 |
|
| United Capital Financial Advisers | 8.4k | $211k | 100% | Dec 2024 |
|
| Fulton Breakefield Broenniman d/b/a FBB Capital Partners | 8.4k | $210k | 100% | Dec 2024 |
|
| Hendershot Investments | 8.0k | $200k | 0% | Dec 2024 |
|
| Brian McDonald | 7.3k | $184k | 0% | Dec 2024 |
|
| Koesten, Hirschmann & Crabtree | 5.9k | $147k | 18% | Dec 2024 |
|
| Hemington Wealth Management | 2.6k | $66k | 5% | Dec 2024 |
|
| Trust | 1.9k | $49k | 0% | Mar 2025 |
|
| Central Trust & Investment | 1.4k | $35k | 1% | Dec 2024 |
|
| Spectrum Wealth Counsel | 1.3k | $33k | 0% | Dec 2024 |
|
| Cherry Tree Wealth Management | 969.00 | $24k | 97% | Dec 2024 |
|
| Knights of Columbus Asset Advisors | 839.00 | $21k | 0% | Dec 2024 |
|
| BlackRock | 49.00 | $1.2k | 4% | Dec 2024 |
|
Who sold out of Ishares Tr?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Citadel Advisors | Sep 2024 | 106k | $2.8M |
| Jane Street | Sep 2024 | 84k | $2.2M |
| Quantum Financial Advisors | Sep 2024 | 59k | $1.6M |
| Flow Traders US | Sep 2024 | 56k | $1.5M |
| Exchange Capital Management | Sep 2024 | 49k | $1.2M |
| Panoramic Investment Advisors | Sep 2024 | 19k | $501k |
| First United Bank & Trust | Dec 2024 | 1.9k | $47k |
| First PREMIER Bank | Sep 2024 | 1.7k | $46k |
| Abound Wealth Management | Sep 2024 | 272.00 | $7.2k |