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 | 3.3M | $85M | 6% | Jun 2026 |
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| Morgan Stanley | 2.3M | $68M | 14% | Mar 2026 |
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| Bank of America Corporation | 2.1M | $55M | 11% | Jun 2026 |
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| Capital Advisors | 1.9M | $49M | 100% | Jun 2026 |
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| Sigma Investment Counselors | 1.5M | $38M | 7% | Jun 2026 |
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| Summit Financial | 1.1M | $29M | -44% | Jun 2026 |
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| Golub Group | 1.0M | $27M | 2% | Jun 2026 |
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| MV Capital Management | 945k | $24M | 1% | Jun 2026 |
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| Us Bancorp | 864k | $22M | 13% | Jun 2026 |
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| HighTower Advisors | 739k | $19M | 19% | Jun 2026 |
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| Raymond James Financial | 738k | $19M | 33% | Jun 2026 |
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| Envision Financial Planning | 738k | $19M | -12% | Jun 2026 |
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| Ameriprise Financial | 717k | $19M | 7% | Jun 2026 |
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| Wells Fargo & Company | 680k | $18M | 5% | Jun 2026 |
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| UBS Group | 617k | $16M | 15% | Jun 2026 |
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| Arrow Financial Corp. | 610k | $16M | 3% | Jun 2026 |
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| Rockefeller Capital Management | 516k | $13M | 1% | Jun 2026 |
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| Mb, Levis & Associates | 496k | $13M | 1% | Jun 2026 |
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| Sound View Wealth Advisors Group | 491k | $13M | 1218% | Jun 2026 |
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| Commonwealth Equity Services | 435k | $11M | 3% | Jun 2026 |
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| Instrumental Wealth | 419k | $11M | 0% | Jun 2026 |
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| Janney Montgomery Scott | 416k | $11M | 7% | Jun 2026 |
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| LPL Financial | 389k | $10M | 7% | Jun 2026 |
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| Royal Bank of Canada | 373k | $9.6M | 37% | Jun 2026 |
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| Kestra Advisory Services | 335k | $8.6M | 1% | Jun 2026 |
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| Guidance Point Advisors | 289k | $7.4M | 4% | Jun 2026 |
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| Lido Advisors | 261k | $6.7M | 11% | Jun 2026 |
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| Concurrent Investment Advisors | 247k | $6.4M | 100% | Jun 2026 |
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| Parallel Advisors | 235k | $6.0M | 10% | Jun 2026 |
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| Hancock Bank Trust Department | 234k | $6.0M | 3% | Jun 2026 |
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| Probity Advisors | 231k | $6.0M | 22% | Jun 2026 |
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| Mariner Wealth Advisors | 227k | $5.8M | -23% | Jun 2026 |
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| Ironwood Wealth Management | 210k | $5.3M | 1158% | Jun 2026 |
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| Krilogy Financial | 205k | $5.3M | -1% | Jun 2026 |
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| Lyell Wealth Management | 205k | $5.3M | 13% | Jun 2026 |
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| Susquehanna International | 205k | $5.3M | -26% | Jun 2026 |
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| Citadel Advisors | 188k | $4.8M | 110% | Jun 2026 |
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| 4Thought Financial Group | 186k | $4.8M | 6% | Jun 2026 |
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| Benjamin Edwards | 153k | $3.9M | -14% | Jun 2026 |
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| Precedent Wealth Partners | 151k | $3.9M | 18% | Jun 2026 |
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| Evergreen Private Wealth | 142k | $3.7M | 5% | Jun 2026 |
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| James Investment Research | 130k | $3.3M | -5% | Jun 2026 |
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| Mercer Global Advisors | 129k | $3.3M | 13% | Jun 2026 |
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| Envestnet Asset Management | 129k | $3.3M | -4% | Jun 2026 |
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| EP Wealth Advisors | 129k | $3.3M | 100% | Jun 2026 |
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| CWM | 128k | $3.3M | -7% | Mar 2026 |
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| Adirondack Trust | 128k | $3.3M | 8% | Jun 2026 |
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| Pamela Horwath | 127k | $3.3M | 42% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 126k | $3.2M | 100% | Jun 2026 |
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| First Interstate Bank | 120k | $3.1M | -94% | Jun 2026 |
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| Union Bankshares | 113k | $2.9M | -25% | Jun 2026 |
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| Signature Wealth Management Group | 105k | $2.7M | 0% | Mar 2026 |
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| Michael S. Ryan | 100k | $2.6M | -1% | Jun 2026 |
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| Resources Investment Advisors | 96k | $2.5M | -9% | Jun 2026 |
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| Stonebrook Private | 94k | $2.4M | 1% | Jun 2026 |
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| McGlone Suttner Wealth Management | 91k | $2.3M | 1% | Jun 2026 |
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| Stony Point Wealth Management | 88k | $2.3M | -7% | Jun 2026 |
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| Segment Wealth Management | 81k | $2.1M | 15% | Jun 2026 |
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| Klingman & Associates | 79k | $2.0M | 100% | Jun 2026 |
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| Cowa | 77k | $2.0M | 15% | Jun 2026 |
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| Associated Banc- | 76k | $2.0M | 12% | Jun 2026 |
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| Archford Capital Strategies | 73k | $1.9M | -6% | Jun 2026 |
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| Roble, Belko & Company | 69k | $1.8M | 29% | Jun 2026 |
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| Fulton Breakefield Broenniman d/b/a FBB Capital Partners | 67k | $1.7M | 13% | Jun 2026 |
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| Jane Street | 66k | $1.7M | -80% | Jun 2026 |
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| Wilkins Miller Wealth Management | 63k | $1.6M | 2% | Jun 2026 |
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| United Capital Financial Advisers | 63k | $1.6M | 1% | Jun 2026 |
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| J.w. Cole Advisors | 62k | $1.6M | -1% | Jun 2026 |
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| Glenview Trust | 58k | $1.5M | 86% | Jun 2026 |
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| NovaPoint Capital | 55k | $1.4M | 11% | Jun 2026 |
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| Meitav Dash Investments | 53k | $1.4M | 4% | Jun 2026 |
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| Coldstream Capital Management | 50k | $1.3M | -2% | Jun 2026 |
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| Paradigm, Strategies in Wealth Management | 48k | $1.2M | 3% | Jun 2026 |
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| First National Trust Company | 45k | $1.2M | 36% | Jun 2026 |
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| Cetera Investment Advisers | 44k | $1.1M | 12% | Jun 2026 |
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| Captrust Financial Advisors | 43k | $1.1M | 0% | Jun 2026 |
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| Advisor Group Holdings | 41k | $1.1M | 30% | Jun 2026 |
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| Little House Capital | 39k | $1.0M | 3% | Jun 2026 |
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| Jacobi Capital Management | 38k | $987k | 33% | Jun 2026 |
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| Gilbert & Cook | 38k | $979k | 0% | Jun 2026 |
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| Hartland & Co | 37k | $959k | 11% | Jun 2026 |
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| IFP Advisors | 35k | $889k | 16% | Jun 2026 |
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| Montecito Bank & Trust | 33k | $851k | 3% | Jun 2026 |
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| 10Elms | 32k | $832k | 44% | Jun 2026 |
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| Cfo Capital Management | 31k | $803k | 8% | Mar 2026 |
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| Stokes Family Office | 31k | $800k | 14% | Jun 2026 |
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| Reliant Wealth Planning | 29k | $754k | -21% | Jun 2026 |
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| CVA Family Office | 29k | $750k | 0% | Jun 2026 |
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| Fort Washington Investment Advisors | 29k | $733k | 0% | Jun 2026 |
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| CliftonLarsonAllen Wealth Advisors | 28k | $729k | -29% | Jun 2026 |
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| Sterling Investment Advisors | 27k | $704k | 15% | Jun 2026 |
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| ValMark Advisers | 26k | $676k | 20% | Jun 2026 |
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| Helen Stephens Group | 26k | $669k | 100% | Jun 2026 |
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| Beacon Pointe Advisors | 25k | $654k | -9% | Jun 2026 |
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| BKD Wealth Advisors | 23k | $584k | 0% | Jun 2026 |
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| Nestegg Advisors | 22k | $566k | 0% | Jun 2026 |
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| Kestra Private Wealth Services | 22k | $557k | 11% | Jun 2026 |
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| LBMC Investment Advisors | 21k | $550k | 0% | Jun 2026 |
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| Gryphon Financial Partners | 21k | $549k | -7% | Jun 2026 |
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| Addison Advisors | 20k | $513k | -36% | Jun 2026 |
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| Romano Brothers And Company | 18k | $466k | 43% | Jun 2026 |
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| International Assets Investment Management | 18k | $451k | -11% | Jun 2026 |
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| Advisory Services Network | 17k | $443k | 2% | Jun 2026 |
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| Gradient Capital Advisors | 17k | $436k | 4% | Jun 2026 |
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| Creative Planning | 17k | $427k | -1% | Jun 2026 |
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| Oppenheimer & Co | 16k | $420k | 86% | Jun 2026 |
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| XML Financial | 16k | $409k | 20% | Jun 2026 |
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| Farnam Financial | 16k | $407k | 0% | Jun 2026 |
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| Beacon Financial | 16k | $398k | 100% | Jun 2026 |
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| Redwood Financial Network Corp | 15k | $392k | 2% | Jun 2026 |
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| Peloton Wealth Strategists | 15k | $386k | 100% | Jun 2026 |
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| CI Private Wealth | 15k | $374k | 100% | Jun 2026 |
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| Belpointe Asset Management | 14k | $370k | 25% | Jun 2026 |
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| Venture Visionary Partners | 14k | $364k | 0% | Jun 2026 |
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| Leavell Investment Management | 12k | $315k | 0% | Jun 2026 |
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| Goldman Sachs Group | 12k | $311k | 100% | Jun 2026 |
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| Jones Financial Companies, L.L | 12k | $306k | 25% | Jun 2026 |
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| Dearborn Partners | 9.2k | $238k | 0% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 12k | $302k | 34% | Jun 2026 |
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| Cherry Tree Wealth Management | 12k | $300k | 0% | Mar 2026 |
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| Van Hulzen Asset Management | 12k | $299k | 3% | Jun 2026 |
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| Spinnaker Trust | 12k | $298k | 15% | Jun 2026 |
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| Great Valley Advisor Group | 11k | $293k | 1% | Jun 2026 |
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| Koesten, Hirschmann & Crabtree | 11k | $289k | 38% | Jun 2026 |
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| Cambridge Investment Research Advisors | 11k | $274k | 15% | Jun 2026 |
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| Sax Wealth Advisors | 11k | $272k | 100% | Jun 2026 |
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| Accretive Wealth Partners | 10k | $267k | 0% | Jun 2026 |
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| Central Trust & Investment | 10k | $265k | -2% | Jun 2026 |
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| Sarver Vrooman Wealth Advisors | 10k | $257k | 0% | Jun 2026 |
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| Rossmore Private Capital | 9.9k | $254k | 0% | Jun 2026 |
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| We Are One Seven | 9.8k | $253k | 1% | Jun 2026 |
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| Mutual Advisors | 9.7k | $250k | 0% | Jun 2026 |
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| Beaumont Asset Management | 9.7k | $249k | 100% | Jun 2026 |
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| Apollon Wealth Management | 9.6k | $246k | 100% | Jun 2026 |
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| Great Diamond Partners | 9.5k | $245k | 100% | Jun 2026 |
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| Chesley, Taft & Associates | 9.0k | $232k | 100% | Jun 2026 |
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| Branch Banking & Trust Company | 8.8k | $226k | 0% | Jun 2026 |
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| Hendershot Investments | 8.0k | $205k | 0% | Jun 2026 |
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| Mosaic Family Wealth Partners | 7.8k | $201k | 100% | Jun 2026 |
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| Rsm Us Wealth Management | 7.8k | $201k | 100% | Jun 2026 |
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| Fifth Third Bancorp | 7.4k | $190k | -37% | Jun 2026 |
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| Jupiter Wealth Management | 4.6k | $118k | 0% | Jun 2026 |
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| Hyposwiss Advisors SA | 4.1k | $107k | 30% | Jun 2026 |
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| Integrated Wealth Concepts | 3.5k | $89k | 100% | Jun 2026 |
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| Jpmorgan Chase & Co | 3.3k | $86k | 100% | Jun 2026 |
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| CNB Bank | 3.2k | $82k | 5% | Jun 2026 |
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| Bogart Wealth | 3.0k | $78k | 0% | Jun 2026 |
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| MidFirst Bank | 2.7k | $70k | 26% | Jun 2026 |
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| Action Point Financial Planning | 2.6k | $67k | 100% | Jun 2026 |
|
Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Gts Securities | Mar 2026 | 130k | $3.4M |
| MCF Advisors | Mar 2026 | 77k | $2.0M |
| Boston Family Office | Mar 2026 | 66k | $1.6M |
| Private Advisor | Mar 2026 | 14k | $352k |
| Stratos Wealth Partners | Mar 2026 | 12k | $312k |
| Hrt Financial | Mar 2026 | 10k | $265k |
| Banque Cantonale Vaudoise | Mar 2026 | 9.3k | $241k |
| Bessemer | Mar 2026 | 9.3k | $241k |
| Sound Income Strategies | Mar 2026 | 4.6k | $119k |
| Cassaday & Co Wealth Management | Mar 2026 | 4.3k | $112k |
| Intentional Wealth Strategies | Mar 2026 | 3.2k | $83k |