Who owns ISHARES TR?
- Ticker: IBDZ
- CUSIP Number: 46438g653
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 | 2.5M | $65M | 11% | Mar 2026 |
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| Summit Financial | 1.8M | $46M | 6% | Mar 2026 |
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| Sarver Vrooman Wealth Advisors | 1.7M | $43M | 7754% | Mar 2026 |
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| Morgan Stanley | 1.5M | $39M | 16% | Mar 2026 |
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| Aptus Capital Advisors | 1.4M | $36M | 100% | Mar 2026 |
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| Golub Group | 1.3M | $33M | 0% | Mar 2026 |
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| Bank of America Corporation | 1.2M | $32M | 100% | Mar 2026 |
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| Sigma Investment Counselors | 1.1M | $28M | 65% | Mar 2026 |
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| MV Capital Management | 731k | $19M | 31% | Mar 2026 |
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| Royal Bank of Canada | 702k | $18M | 6% | Mar 2026 |
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| Wells Fargo & Company | 625k | $16M | 220% | Mar 2026 |
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| Mb, Levis & Associates | 511k | $13M | 1% | Mar 2026 |
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| Ameriprise Financial | 504k | $13M | 1441% | Mar 2026 |
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| Stony Point Wealth Management | 497k | $13M | 74% | Mar 2026 |
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| PFG Private Wealth Management | 486k | $13M | 100% | Dec 2025 |
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| Arrow Financial Corp. | 441k | $12M | 10% | Mar 2026 |
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| Motley Fool Wealth Management | 409k | $11M | -10% | Mar 2026 |
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| HighTower Advisors | 385k | $10M | 15% | Mar 2026 |
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| Parkway Wealth Management Group | 385k | $10M | 11% | Mar 2026 |
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| UBS Group | 370k | $9.6M | 3% | Mar 2026 |
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| Janney Montgomery Scott | 343k | $8.9M | 57% | Mar 2026 |
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| Commonwealth Equity Services | 329k | $8.6M | 77% | Mar 2026 |
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| Nestegg Advisors | 320k | $8.3M | 72% | Mar 2026 |
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| Us Bancorp | 310k | $8.2M | 26% | Dec 2025 |
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| Guidance Point Advisors | 281k | $7.3M | 9% | Mar 2026 |
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| Kestra Advisory Services | 267k | $7.0M | 21% | Mar 2026 |
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| Lido Advisors | 261k | $6.8M | 24% | Mar 2026 |
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| Raymond James Financial | 229k | $6.0M | 60% | Dec 2025 |
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| Krilogy Financial | 204k | $5.3M | 2% | Mar 2026 |
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| Parallel Advisors | 203k | $5.3M | 2% | Mar 2026 |
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| Paradigm, Strategies in Wealth Management | 195k | $5.1M | -10% | Mar 2026 |
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| Probity Advisors | 192k | $5.0M | 34% | Mar 2026 |
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| Hancock Bank Trust Department | 191k | $5.0M | 17% | Mar 2026 |
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| Benjamin Edwards | 178k | $4.6M | 5% | Mar 2026 |
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| 4Thought Financial Group | 174k | $4.5M | 0% | Mar 2026 |
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| Union Bankshares | 132k | $3.4M | -3% | Mar 2026 |
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| Lyell Wealth Management | 129k | $3.4M | 56% | Mar 2026 |
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| J.w. Cole Advisors | 120k | $3.1M | 1% | Mar 2026 |
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| Mercer Global Advisors | 118k | $3.1M | 27% | Mar 2026 |
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| Michael S. Ryan | 102k | $2.7M | 4% | Mar 2026 |
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| Meitav Dash Investments | 99k | $2.6M | -1% | Mar 2026 |
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| Stonebrook Private | 92k | $2.4M | 6% | Mar 2026 |
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| Envestnet Asset Management | 85k | $2.2M | 24% | Mar 2026 |
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| Archford Capital Strategies | 80k | $2.1M | -2% | Mar 2026 |
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| CWM | 67k | $1.8M | 2519% | Dec 2025 |
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| LPL Financial | 65k | $1.7M | 29% | Mar 2026 |
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| Signature Wealth Management Group | 63k | $1.6M | 100% | Mar 2026 |
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| Resources Investment Advisors | 63k | $1.6M | 100% | Mar 2026 |
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| Segment Wealth Management | 51k | $1.3M | 147% | Mar 2026 |
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| Associated Banc- | 51k | $1.3M | 34% | Mar 2026 |
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| Coldstream Capital Management | 42k | $1.1M | 0% | Mar 2026 |
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| MCF Advisors | 39k | $1.0M | 0% | Mar 2026 |
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| Gilbert & Cook | 38k | $982k | 4% | Mar 2026 |
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| Fulton Breakefield Broenniman d/b/a FBB Capital Partners | 37k | $956k | 37% | Mar 2026 |
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| Little House Capital | 34k | $872k | -15% | Mar 2026 |
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| Cfo Capital Management | 32k | $819k | 8% | Mar 2026 |
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| Stokes Family Office | 27k | $704k | 0% | Mar 2026 |
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| Montecito Bank & Trust | 25k | $653k | 2% | Mar 2026 |
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| Beacon Pointe Advisors | 22k | $583k | 70% | Dec 2025 |
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| ValMark Advisers | 21k | $544k | 35% | Mar 2026 |
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| Cetera Investment Advisers | 21k | $536k | 24% | Mar 2026 |
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| McGlone Suttner Wealth Management | 20k | $512k | 15% | Mar 2026 |
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| Advisory Services Network | 20k | $517k | 11% | Dec 2025 |
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| Fort Washington Investment Advisors | 19k | $502k | -1% | Mar 2026 |
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| Reliant Wealth Planning | 19k | $496k | 0% | Mar 2026 |
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| First National Trust Company | 19k | $495k | 91% | Mar 2026 |
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| IFP Advisors | 18k | $474k | 1% | Mar 2026 |
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| Gradient Capital Advisors | 18k | $469k | 0% | Mar 2026 |
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| Private Advisor | 17k | $451k | 19% | Mar 2026 |
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| Creative Planning | 17k | $448k | 100% | Mar 2026 |
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| Jones Financial Companies, L.L | 17k | $452k | 73% | Dec 2025 |
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| CliftonLarsonAllen Wealth Advisors | 17k | $442k | 10% | Mar 2026 |
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| Advisor Group Holdings | 15k | $396k | 575% | Dec 2025 |
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| LBMC Investment Advisors | 15k | $385k | 0% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 14k | $370k | 91% | Mar 2026 |
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| Greater Midwest Financial Group | 14k | $362k | -7% | Mar 2026 |
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| Glenview Trust | 14k | $355k | 8% | Mar 2026 |
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| XML Financial | 14k | $351k | 56% | Mar 2026 |
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| Captrust Financial Advisors | 13k | $340k | 0% | Dec 2025 |
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| Quantum Financial Advisors | 12k | $320k | -78% | Mar 2026 |
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| CVA Family Office | 12k | $311k | 366% | Mar 2026 |
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| Koesten, Hirschmann & Crabtree | 12k | $301k | 5% | Mar 2026 |
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| United Capital Financial Advisers | 11k | $291k | 21% | Mar 2026 |
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| Claudia M.p. Batlle, Crp | 11k | $287k | 31% | Mar 2026 |
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| Great Valley Advisor Group | 11k | $281k | 1% | Mar 2026 |
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| Mml Investors Services | 11k | $273k | -10% | Mar 2026 |
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| Keeler THomas Management | 10k | $267k | -81% | Mar 2026 |
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| Sterling Investment Advisors | 10k | $264k | 0% | Mar 2026 |
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| Evergreen Wealth Solutions | 10k | $262k | 100% | Mar 2026 |
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| Bessemer | 9.1k | $238k | 100% | Mar 2026 |
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| Wilkins Miller Wealth Management | 9.1k | $237k | -1% | Mar 2026 |
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| Branch Banking & Trust Company | 9.1k | $236k | 5% | Mar 2026 |
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| Mutual Advisors | 8.4k | $219k | 0% | Mar 2026 |
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| Romano Brothers And Company | 8.3k | $216k | 100% | Mar 2026 |
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| Addison Advisors | 8.1k | $212k | 8% | Mar 2026 |
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| Belpointe Asset Management | 8.0k | $207k | 100% | Mar 2026 |
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| Kestra Private Wealth Services | 7.9k | $206k | 100% | Mar 2026 |
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| Thrivent Financial for Lutherans | 7.9k | $205k | 0% | Mar 2026 |
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| Rockefeller Capital Management | 5.6k | $145k | 93% | Mar 2026 |
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| CNB Bank | 4.7k | $123k | 0% | Mar 2026 |
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| Cherry Tree Wealth Management | 4.0k | $105k | -9% | Mar 2026 |
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| Cassaday & Co Wealth Management | 3.8k | $100k | 100% | Mar 2026 |
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| 10Elms | 3.6k | $93k | 87% | Mar 2026 |
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| International Assets Investment Management | 1.6k | $42k | 0% | Mar 2026 |
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| United Community Bank | 1.5k | $38k | 100% | Mar 2026 |
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| Ballast Advisors | 1.2k | $30k | 100% | Mar 2026 |
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| Bogart Wealth | 1.1k | $30k | 100% | Mar 2026 |
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| Fifth Third Bancorp | 959.00 | $25k | 100% | Mar 2026 |
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| Central Trust & Investment | 898.00 | $23k | -4% | Mar 2026 |
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| AE Wealth Management | 854.00 | $22k | 100% | Mar 2026 |
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| Brian McDonald | 800.00 | $21k | 0% | Dec 2025 |
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| Princeton Global Asset Management | 400.00 | $10k | 0% | Mar 2026 |
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| Signature Resources Capital Management | 106.00 | $2.8k | 100% | Mar 2026 |
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| BlackRock | 50.00 | $1.3k | 0% | Mar 2026 |
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| Steward Partners Investment Advisory | 6.00 | $156.000000 | 100% | 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 | 81k | $2.1M |
| Goldman Sachs Group | Dec 2025 | 50k | $1.3M |
| Jane Street | Dec 2025 | 44k | $1.2M |
| Flow Traders US | Dec 2025 | 37k | $967k |
| Citadel Advisors | Dec 2025 | 22k | $575k |
| Wealth Enhancement Advisory Services | Dec 2025 | 20k | $528k |
| Intl Fcstone | Dec 2025 | 15k | $404k |
| Sound View Wealth Advisors Group | Dec 2025 | 7.6k | $201k |