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 | 3.1M | $80M | 6% | Mar 2026 |
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| Morgan Stanley | 2.3M | $68M | 14% | Mar 2026 |
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| Summit Financial | 2.0M | $53M | 4% | Mar 2026 |
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| First Interstate Bank | 1.9M | $50M | 2% | Mar 2026 |
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| Bank of America Corporation | 1.9M | $50M | 100% | Mar 2026 |
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| Sigma Investment Counselors | 1.4M | $36M | 8% | Mar 2026 |
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| Golub Group | 1.0M | $27M | 0% | Mar 2026 |
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| MV Capital Management | 937k | $24M | 15% | Mar 2026 |
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| Envision Financial Planning | 839k | $22M | 6% | Mar 2026 |
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| Us Bancorp | 767k | $20M | 3% | Dec 2025 |
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| Ameriprise Financial | 669k | $17M | 13% | Mar 2026 |
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| Wells Fargo & Company | 646k | $17M | -12% | Mar 2026 |
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| HighTower Advisors | 623k | $16M | 16% | Mar 2026 |
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| Arrow Financial Corp. | 590k | $15M | 6% | Mar 2026 |
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| UBS Group | 534k | $14M | 7% | Mar 2026 |
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| Rockefeller Capital Management | 509k | $13M | 1% | Mar 2026 |
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| Mb, Levis & Associates | 490k | $13M | 2% | Mar 2026 |
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| Raymond James Financial | 483k | $13M | 83% | Dec 2025 |
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| PFG Private Wealth Management | 463k | $12M | 100% | Dec 2025 |
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| Commonwealth Equity Services | 423k | $11M | 9% | Mar 2026 |
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| Instrumental Wealth | 417k | $11M | 1% | Mar 2026 |
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| Janney Montgomery Scott | 388k | $10M | 8% | Mar 2026 |
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| LPL Financial | 363k | $9.4M | 249% | Mar 2026 |
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| Jane Street | 334k | $8.6M | 100% | Mar 2026 |
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| Kestra Advisory Services | 333k | $8.6M | 23% | Mar 2026 |
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| Mariner Wealth Advisors | 297k | $7.7M | 3% | Mar 2026 |
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| Guidance Point Advisors | 278k | $7.2M | 5% | Mar 2026 |
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| Royal Bank of Canada | 271k | $7.0M | 13% | Mar 2026 |
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| Lido Advisors | 234k | $6.1M | 3% | Mar 2026 |
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| Hancock Bank Trust Department | 226k | $5.8M | 10% | Mar 2026 |
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| Parallel Advisors | 213k | $5.5M | 1% | Mar 2026 |
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| Krilogy Financial | 208k | $5.4M | 3% | Mar 2026 |
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| Probity Advisors | 189k | $4.9M | 35% | Mar 2026 |
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| Lyell Wealth Management | 181k | $4.7M | 4% | Mar 2026 |
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| Benjamin Edwards | 179k | $4.6M | 4% | Mar 2026 |
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| 4Thought Financial Group | 176k | $4.5M | 0% | Mar 2026 |
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| Union Bankshares | 150k | $3.9M | -7% | Mar 2026 |
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| CWM | 138k | $3.6M | 5% | Dec 2025 |
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| James Investment Research | 138k | $3.6M | -3% | Mar 2026 |
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| Evergreen Private Wealth | 135k | $3.5M | 1% | Mar 2026 |
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| Envestnet Asset Management | 134k | $3.5M | 85% | Mar 2026 |
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| Precedent Wealth Partners | 129k | $3.3M | 5% | Mar 2026 |
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| Adirondack Trust | 119k | $3.1M | 99% | Mar 2026 |
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| Mercer Global Advisors | 114k | $2.9M | 29% | Mar 2026 |
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| Resources Investment Advisors | 106k | $2.7M | 1% | Mar 2026 |
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| Signature Wealth Management Group | 105k | $2.7M | 0% | Mar 2026 |
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| Michael S. Ryan | 101k | $2.6M | 3% | Mar 2026 |
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| Stony Point Wealth Management | 95k | $2.5M | -4% | Mar 2026 |
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| Stonebrook Private | 93k | $2.4M | 4% | Mar 2026 |
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| Citadel Advisors | 89k | $2.3M | 100% | Mar 2026 |
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| McGlone Suttner Wealth Management | 89k | $2.3M | 3% | Mar 2026 |
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| Pamela Horwath | 89k | $2.3M | 601% | Mar 2026 |
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| Archford Capital Strategies | 77k | $2.0M | -2% | Mar 2026 |
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| MCF Advisors | 77k | $2.0M | 1% | Mar 2026 |
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| Segment Wealth Management | 70k | $1.8M | 46% | Mar 2026 |
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| Associated Banc- | 68k | $1.8M | 19% | Mar 2026 |
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| Boston Family Office | 66k | $1.6M | 100% | Mar 2026 |
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| J.w. Cole Advisors | 63k | $1.6M | 5% | Mar 2026 |
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| United Capital Financial Advisers | 62k | $1.6M | 17% | Mar 2026 |
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| Wilkins Miller Wealth Management | 62k | $1.6M | 6% | Mar 2026 |
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| Fulton Breakefield Broenniman d/b/a FBB Capital Partners | 59k | $1.5M | 16% | Mar 2026 |
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| Roble, Belko & Company | 53k | $1.4M | 1016% | Mar 2026 |
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| Meitav Dash Investments | 51k | $1.3M | -5% | Mar 2026 |
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| Coldstream Capital Management | 51k | $1.3M | 0% | Mar 2026 |
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| NovaPoint Capital | 49k | $1.3M | 100% | Mar 2026 |
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| Paradigm, Strategies in Wealth Management | 47k | $1.2M | 6% | Mar 2026 |
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| Captrust Financial Advisors | 43k | $1.1M | 10% | Dec 2025 |
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| CliftonLarsonAllen Wealth Advisors | 40k | $1.0M | 4% | Mar 2026 |
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| Cetera Investment Advisers | 39k | $1.0M | -21% | Mar 2026 |
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| Little House Capital | 38k | $986k | -8% | Mar 2026 |
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| Gilbert & Cook | 38k | $983k | 4% | Mar 2026 |
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| Sound View Wealth Advisors Group | 37k | $962k | 384% | Mar 2026 |
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| Reliant Wealth Planning | 37k | $957k | 0% | Mar 2026 |
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| Cowa | 34k | $829k | 100% | Dec 2025 |
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| Hartland & Co | 34k | $866k | 37% | Mar 2026 |
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| First National Trust Company | 33k | $853k | 93% | Mar 2026 |
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| Montecito Bank & Trust | 32k | $827k | 25% | Mar 2026 |
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| Addison Advisors | 31k | $808k | 1% | Mar 2026 |
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| Cfo Capital Management | 31k | $803k | 8% | Mar 2026 |
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| Glenview Trust | 31k | $804k | 72% | Mar 2026 |
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| Beacon Pointe Advisors | 30k | $792k | 14% | Dec 2025 |
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| IFP Advisors | 30k | $766k | 4% | Mar 2026 |
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| CVA Family Office | 29k | $753k | 48% | Mar 2026 |
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| Jacobi Capital Management | 29k | $744k | 15% | Mar 2026 |
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| Fort Washington Investment Advisors | 29k | $736k | 1% | Mar 2026 |
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| Stokes Family Office | 27k | $704k | 0% | Mar 2026 |
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| Sterling Investment Advisors | 24k | $614k | 4% | Mar 2026 |
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| Gryphon Financial Partners | 23k | $590k | 34% | Mar 2026 |
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| BKD Wealth Advisors | 23k | $586k | 0% | Mar 2026 |
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| 10Elms | 22k | $579k | 279% | Mar 2026 |
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| Nestegg Advisors | 22k | $569k | 0% | Mar 2026 |
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| ValMark Advisers | 22k | $568k | 30% | Mar 2026 |
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| LBMC Investment Advisors | 21k | $559k | 40% | Dec 2025 |
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| International Assets Investment Management | 20k | $510k | 0% | Mar 2026 |
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| Kestra Private Wealth Services | 20k | $503k | 9% | Mar 2026 |
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| Barclays | 19k | $497k | 0% | Dec 2025 |
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| Creative Planning | 17k | $435k | 100% | Mar 2026 |
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| Ironwood Wealth Management | 17k | $432k | 103% | Mar 2026 |
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| Advisory Services Network | 17k | $435k | 8% | Dec 2025 |
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| Gradient Capital Advisors | 16k | $422k | 0% | Mar 2026 |
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| Farnam Financial | 16k | $409k | 0% | Mar 2026 |
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| Advisor Group Holdings | 16k | $407k | 117% | Dec 2025 |
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| Venture Visionary Partners | 14k | $366k | -2% | Mar 2026 |
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| Private Advisor | 14k | $352k | 5% | Mar 2026 |
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| XML Financial | 13k | $344k | 13% | Mar 2026 |
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| Romano Brothers And Company | 13k | $328k | 100% | Mar 2026 |
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| Leavell Investment Management | 12k | $316k | 100% | Mar 2026 |
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| Stratos Wealth Partners | 12k | $312k | -12% | Mar 2026 |
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| Cherry Tree Wealth Management | 12k | $300k | 0% | Mar 2026 |
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| Fifth Third Bancorp | 12k | $300k | 100% | Mar 2026 |
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| Belpointe Asset Management | 12k | $298k | 100% | Mar 2026 |
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| Great Valley Advisor Group | 11k | $291k | 1% | Mar 2026 |
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| Central Trust & Investment | 11k | $271k | 85% | Mar 2026 |
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| Accretive Wealth Partners | 10k | $269k | -9% | Mar 2026 |
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| Hrt Financial | 10k | $265k | 100% | Mar 2026 |
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| Spinnaker Trust | 10k | $261k | 100% | Mar 2026 |
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| Sarver Vrooman Wealth Advisors | 10k | $259k | 0% | Mar 2026 |
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| Rossmore Private Capital | 9.8k | $254k | -17% | Mar 2026 |
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| We Are One Seven | 9.7k | $254k | -7% | Dec 2025 |
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| Mutual Advisors | 9.7k | $251k | 0% | Mar 2026 |
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| Banque Cantonale Vaudoise | 9.3k | $241k | 22% | Mar 2026 |
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| Bessemer | 9.3k | $241k | 100% | Mar 2026 |
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| Cambridge Investment Research Advisors | 9.3k | $239k | 3% | Mar 2026 |
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| Dearborn Partners | 9.2k | $238k | 17% | Mar 2026 |
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| Branch Banking & Trust Company | 8.8k | $227k | 4% | Mar 2026 |
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| Oppenheimer & Co | 8.8k | $227k | 100% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 8.7k | $226k | 73% | Mar 2026 |
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| Koesten, Hirschmann & Crabtree | 8.1k | $210k | 0% | Mar 2026 |
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| Hendershot Investments | 8.0k | $206k | 0% | Mar 2026 |
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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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| Sound Income Strategies | 4.6k | $119k | 0% | Mar 2026 |
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| Jupiter Wealth Management | 4.6k | $121k | 0% | Dec 2025 |
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| Cassaday & Co Wealth Management | 4.3k | $112k | 100% | Mar 2026 |
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| Intentional Wealth Strategies | 3.2k | $83k | 100% | Mar 2026 |
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| Hyposwiss Advisors SA | 3.2k | $83k | 100% | Mar 2026 |
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| Bogart Wealth | 3.0k | $79k | 431% | Mar 2026 |
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| CNB Bank | 3.0k | $78k | 0% | Mar 2026 |
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| MidFirst Bank | 2.2k | $56k | 0% | Mar 2026 |
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| Trust | 1.9k | $50k | 0% | Mar 2026 |
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| United Community Bank | 1.5k | $38k | 100% | Mar 2026 |
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| FMR | 1.3k | $34k | 100% | Dec 2025 |
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| Ballast Advisors | 1.2k | $30k | 100% | Mar 2026 |
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| Ashton Thomas Private Wealth | 1.1k | $29k | 100% | Mar 2026 |
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| Barrett & Company | 1.0k | $26k | 0% | Mar 2026 |
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| UMA Financial Services | 911.00 | $24k | 100% | Mar 2026 |
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| Vanguard Advisers | 880.00 | $23k | 100% | Mar 2026 |
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| Knights of Columbus Asset Advisors | 839.00 | $22k | 0% | Mar 2026 |
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| Farther Finance Advisors | 800.00 | $21k | 100% | Mar 2026 |
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| Bank of New Hampshire | 600.00 | $16k | 50% | Mar 2026 |
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Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 110k | $2.9M |
| Wealth Enhancement Advisory Services | Dec 2025 | 68k | $1.8M |
| Flow Traders US | Dec 2025 | 67k | $1.8M |
| Keeler THomas Management | Dec 2025 | 41k | $1.1M |
| Walleye Partners | Dec 2025 | 28k | $731k |
| Intl Fcstone | Dec 2025 | 18k | $465k |
| Frisch Financial Group | Dec 2025 | 16k | $426k |
| Susquehanna International | Sep 2025 | 11k | $286k |
| Apollon Wealth Management | Dec 2025 | 8.1k | $211k |