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 |
|---|---|---|---|---|---|
| Capital Investment Advisors | 2.1M | $52M | 18% | Dec 2024 |
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| First Interstate Bank | 2.0M | $53M | 2% | Sep 2024 |
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| Gateway Advisory | 1.7M | $45M | 3% | Sep 2024 |
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| Aptus Capital Advisors | 1.5M | $40M | 38% | Sep 2024 |
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| Golub Group | 1.5M | $38M | 2% | Sep 2024 |
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| Envision Financial Planning | 616k | $16M | 3% | Sep 2024 |
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| Us Bancorp | 599k | $16M | 138% | Sep 2024 |
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| MV Capital Management | 589k | $16M | 12% | Sep 2024 |
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| Arrow Financial Corp. | 547k | $14M | 6% | Sep 2024 |
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| Rockefeller Capital Management | 493k | $13M | 7% | Sep 2024 |
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| Bank of America Corporation | 477k | $13M | -30% | Sep 2024 |
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| Wells Fargo & Company | 469k | $12M | 6% | Sep 2024 |
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| Instrumental Wealth | 325k | $8.4M | 3% | Sep 2024 |
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| Confluence Investment Management | 311k | $7.8M | 1% | Dec 2024 |
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| UBS Group | 290k | $7.7M | 25% | Sep 2024 |
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| Janney Montgomery Scott | 241k | $6.1M | 1588% | Dec 2024 |
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| Guidance Point Advisors | 221k | $5.8M | -6% | Sep 2024 |
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| Commonwealth Equity Services | 196k | $5.2M | -4% | Sep 2024 |
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| Kestra Advisory Services | 177k | $4.7M | 29% | Sep 2024 |
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| Krilogy Financial | 177k | $4.4M | 9% | Dec 2024 |
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| Sandy Spring Bank | 171k | $4.5M | 18% | Sep 2024 |
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| James Investment Research | 163k | $4.1M | 0% | Dec 2024 |
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| 4Thought Financial Group | 162k | $4.1M | 0% | Dec 2024 |
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| Parallel Advisors | 156k | $4.1M | 62% | Sep 2024 |
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| Benjamin Edwards | 153k | $4.0M | 501% | Sep 2024 |
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| Venture Visionary Partners | 115k | $3.0M | 5% | Sep 2024 |
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| Evergreen Private Wealth | 114k | $3.0M | 100% | Sep 2024 |
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| Sabal Trust Company | 110k | $2.9M | 74% | Sep 2024 |
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| Citadel Advisors | 106k | $2.8M | 152% | Sep 2024 |
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| CWM | 106k | $2.8M | 11% | Sep 2024 |
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| Envestnet Asset Management | 102k | $2.7M | 21% | Sep 2024 |
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| Probity Advisors | 99k | $2.6M | 13% | Sep 2024 |
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| Executive Wealth Management | 98k | $2.6M | 100% | Sep 2024 |
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| Raymond James & Associates | 97k | $2.6M | 33% | Sep 2024 |
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| Stony Point Wealth Management | 89k | $2.2M | 12% | Dec 2024 |
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| Jane Street | 84k | $2.2M | 77% | Sep 2024 |
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| McGlone Suttner Wealth Management | 82k | $2.1M | 3% | Dec 2024 |
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| Archford Capital Strategies | 76k | $1.9M | 3% | Dec 2024 |
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| Jpmorgan Chase & Co | 73k | $1.9M | 100% | Sep 2024 |
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| HighTower Advisors | 71k | $1.9M | 22% | Sep 2024 |
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| Stonebrook Private | 71k | $1.9M | 43% | Sep 2024 |
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| MCF Advisors | 68k | $1.7M | 2% | Dec 2024 |
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| Estate Counselors | 62k | $1.6M | 0% | Sep 2024 |
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| Mariner Wealth Advisors | 59k | $1.6M | 1% | Sep 2024 |
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| Flow Traders US | 56k | $1.5M | 100% | Sep 2024 |
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| Exchange Capital Management | 49k | $1.2M | 100% | Sep 2024 |
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| J.w. Cole Advisors | 46k | $1.2M | -7% | Dec 2024 |
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| Little House Capital | 45k | $1.1M | -2% | Dec 2024 |
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| Segment Wealth Management | 42k | $1.1M | 341% | Dec 2024 |
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| Coldstream Capital Management | 41k | $1.1M | -5% | Sep 2024 |
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| Paradigm, Strategies in Wealth Management | 41k | $1.0M | 2% | Dec 2024 |
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| Raymond James Financial Services Advisors | 41k | $1.1M | 13% | Sep 2024 |
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| Royal Bank of Canada | 38k | $1.0M | -50% | Sep 2024 |
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| Mml Investors Services | 37k | $972k | 20% | Sep 2024 |
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| CliftonLarsonAllen Wealth Advisors | 36k | $907k | 100% | Dec 2024 |
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| LPL Financial | 34k | $896k | 17% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 29k | $755k | 28% | Dec 2024 |
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| Advisor Group Holdings | 29k | $755k | 100% | Sep 2024 |
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| Captrust Financial Advisors | 28k | $736k | 7% | Sep 2024 |
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| Montecito Bank & Trust | 27k | $682k | 0% | Dec 2024 |
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| Mendota Financial Group | 24k | $613k | 77% | Dec 2024 |
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| Associated Banc- | 24k | $640k | 7% | Sep 2024 |
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| BKD Wealth Advisors | 23k | $599k | 0% | Sep 2024 |
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| Adirondack Trust | 20k | $504k | 184% | Dec 2024 |
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| Stokes Family Office | 20k | $521k | 0% | Sep 2024 |
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| CVA Family Office | 20k | $494k | 0% | Dec 2024 |
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| Addison Advisors | 17k | $436k | 16% | Sep 2024 |
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| H D Vest Advisory Services | 16k | $422k | 1% | Sep 2024 |
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| Lido Advisors | 16k | $422k | -35% | Sep 2024 |
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| Stifel Financial | 15k | $390k | -5% | Sep 2024 |
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| REDW Stanley Financial Advisors | 14k | $371k | 0% | Sep 2024 |
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| Private Advisor | 13k | $332k | 100% | Sep 2024 |
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| Beacon Pointe Advisors | 12k | $318k | -8% | Sep 2024 |
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| Mutual Advisors | 11k | $280k | -8% | Dec 2024 |
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| Gradient Capital Advisors | 11k | $269k | 28% | Dec 2024 |
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| We Are One Seven | 10k | $276k | -1% | Sep 2024 |
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| Jacobi Capital Management | 10k | $271k | 100% | Sep 2024 |
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| Ellis Investment Partners | 8.7k | $219k | 1% | Dec 2024 |
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| Fulton Breakefield Broenniman d/b/a FBB Capital Partners | 8.4k | $210k | 100% | Dec 2024 |
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| Hendershot Investments | 8.0k | $200k | 0% | Dec 2024 |
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| Brian McDonald | 7.3k | $194k | 0% | Sep 2024 |
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| Banque Cantonale Vaudoise | 7.1k | $189k | 100% | Sep 2024 |
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| Koesten, Hirschmann & Crabtree | 5.0k | $131k | 0% | Sep 2024 |
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| Hemington Wealth Management | 2.6k | $66k | 5% | Dec 2024 |
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| Trust | 1.9k | $48k | 0% | Dec 2024 |
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| First United Bank & Trust | 1.9k | $47k | 100% | Dec 2024 |
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| Central Trust & Investment | 1.4k | $35k | 1% | Dec 2024 |
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| Spectrum Wealth Counsel | 1.3k | $34k | 0% | Sep 2024 |
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| Knights of Columbus Asset Advisors | 839.00 | $22k | 0% | Sep 2024 |
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| Cherry Tree Wealth Management | 493.00 | $13k | 100% | Sep 2024 |
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| BlackRock | 47.00 | $1.2k | 100% | Sep 2024 |
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Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Quantum Financial Advisors | Sep 2024 | 59k | $1.6M |
| Panoramic Investment Advisors | Sep 2024 | 19k | $501k |
| Old Mission Capital | Jun 2024 | 19k | $470k |
| Safeguard Financial | Sep 2024 | 8.1k | $213k |
| First PREMIER Bank | Sep 2024 | 1.7k | $46k |
| Abound Wealth Management | Sep 2024 | 272.00 | $7.2k |