Who owns ISHARES TR?
- Ticker: IBHF
- CUSIP Number: 46436e528
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 |
|---|---|---|---|---|---|
| Bank of America Corporation | 3.0M | $70M | 29% | Dec 2024 |
|
| Morgan Stanley | 1.7M | $40M | 231% | Dec 2024 |
|
| Cambridge Investment Research Advisors | 1.0M | $24M | -13% | Dec 2024 |
|
| Private Advisor | 905k | $21M | 239% | Dec 2024 |
|
| Wells Fargo & Company | 810k | $19M | 54% | Dec 2024 |
|
| Northwestern Mutual Wealth Management Company | 757k | $18M | 21% | Dec 2024 |
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| LBMC Investment Advisors | 755k | $18M | 76% | Mar 2025 |
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| Ashton Thomas Private Wealth | 694k | $16M | 10% | Dec 2024 |
|
| Ruggaard & Associates | 581k | $13M | 1% | Dec 2024 |
|
| Mid-American Wealth Advisory Group | 438k | $10M | 25% | Mar 2025 |
|
| Baltimore-Washington Financial Advisors | 432k | $10M | 3% | Dec 2024 |
|
| Commonwealth Financial Services | 424k | $9.8M | -1% | Dec 2024 |
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| LPL Financial | 412k | $9.5M | -11% | Dec 2024 |
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| Raymond James Financial | 343k | $7.9M | 100% | Dec 2024 |
|
| Cowa | 341k | $7.9M | 28% | Dec 2024 |
|
| HighTower Advisors | 337k | $7.8M | 5% | Dec 2024 |
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| Littlejohn Financial Services | 311k | $7.2M | -1% | Mar 2025 |
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| PFG Private Wealth Management | 289k | $6.7M | 4% | Dec 2024 |
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| GAMMA Investing | 249k | $5.8M | 20% | Mar 2025 |
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| Royal Bank of Canada | 242k | $4.8M | -3% | Dec 2024 |
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| Lido Advisors | 226k | $5.2M | 18% | Dec 2024 |
|
| Mutual Advisors | 225k | $5.2M | 12% | Dec 2024 |
|
| FF Advisors | 158k | $3.7M | -13% | Dec 2024 |
|
| Pensionmark Financial Group | 148k | $3.4M | 13% | Dec 2024 |
|
| Hurley Capital | 144k | $3.3M | 100% | Dec 2024 |
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| Atria Wealth Solutions | 139k | $3.2M | -1% | Dec 2024 |
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| Private Client Services | 136k | $3.2M | -1% | Mar 2025 |
|
| Scissortail Wealth Management | 135k | $3.1M | 99619% | Dec 2024 |
|
| Tempus Wealth Planning | 131k | $3.0M | 201% | Dec 2024 |
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| Commonwealth Equity Services | 129k | $3.0M | 16% | Dec 2024 |
|
| Evergreen Capital Management | 126k | $2.9M | 70% | Dec 2024 |
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| Advisor Group Holdings | 124k | $2.9M | -1% | Dec 2024 |
|
| EP Wealth Advisors | 121k | $2.8M | 100% | Dec 2024 |
|
| UBS Group | 101k | $2.3M | 709% | Dec 2024 |
|
| Kestra Private Wealth Services | 90k | $2.1M | 68% | Dec 2024 |
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| Straight Path Wealth Management | 83k | $1.9M | 13% | Dec 2024 |
|
| Cetera Investment Advisers | 79k | $1.8M | 9% | Dec 2024 |
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| Krilogy Financial | 75k | $1.7M | 3% | Mar 2025 |
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| Arrow Financial Corp. | 75k | $1.7M | 100% | Dec 2024 |
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| IFP Advisors | 72k | $1.7M | -2% | Dec 2024 |
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| Absolute Capital Management | 71k | $1.6M | -33% | Dec 2024 |
|
| Integrated Wealth Concepts | 71k | $1.6M | 37% | Dec 2024 |
|
| H D Vest Advisory Services | 71k | $1.6M | 198% | Dec 2024 |
|
| Ironwood Wealth Management | 66k | $1.5M | 10% | Mar 2025 |
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| Goss Wealth Management | 61k | $1.4M | 18% | Dec 2024 |
|
| Rialto Wealth Management | 60k | $1.4M | 22% | Mar 2025 |
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| Thoroughbred Financial Services | 58k | $1.3M | -6% | Dec 2024 |
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| Citadel Advisors | 57k | $1.3M | 100% | Dec 2024 |
|
| Sightline Wealth Advisors | 50k | $1.2M | 3% | Dec 2024 |
|
| Envestnet Asset Management | 50k | $1.1M | 53% | Dec 2024 |
|
| Beacon Pointe Advisors | 48k | $1.1M | 17% | Dec 2024 |
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| Wrapmanager | 47k | $1.1M | 5% | Dec 2024 |
|
| Werba Rubin Papier Wealth Management | 47k | $1.1M | 0% | Dec 2024 |
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| Summit Wealth Partners | 41k | $947k | 0% | Dec 2024 |
|
| Nwam | 41k | $941k | 8% | Dec 2024 |
|
| Cottage Street Advisors | 40k | $924k | 100% | Dec 2024 |
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| Steele Capital Management | 38k | $878k | 25% | Mar 2025 |
|
| Cornerstone Wealth Management | 37k | $864k | 61% | Dec 2024 |
|
| Marble Harbor Investment Counsel | 35k | $800k | 28% | Dec 2024 |
|
| Headinvest | 34k | $780k | 18% | Dec 2024 |
|
| International Assets Investment Management | 32k | $750k | 100% | Dec 2024 |
|
| Claudia M.p. Batlle, Crp | 32k | $742k | 47% | Dec 2024 |
|
| AE Wealth Management | 31k | $718k | 1% | Dec 2024 |
|
| Golden State Equity Partners | 30k | $698k | 52% | Dec 2024 |
|
| Snowden Capital Advisors | 30k | $685k | 0% | Dec 2024 |
|
| Parallel Advisors | 26k | $596k | 1040% | Mar 2025 |
|
| Phillips Financial Management | 25k | $589k | 0% | Dec 2024 |
|
| Sentinus | 24k | $560k | 9% | Dec 2024 |
|
| Quad-Cities Investment Group | 24k | $560k | 47% | Mar 2025 |
|
| Sigma Planning | 24k | $544k | 25% | Dec 2024 |
|
| Robertson Stephens Wealth Management | 23k | $531k | -46% | Dec 2024 |
|
| Rebalance | 23k | $530k | 100% | Dec 2024 |
|
| Madden Advisory Services | 22k | $502k | 100% | Dec 2024 |
|
| Jpmorgan Chase & Co | 22k | $498k | -17% | Dec 2024 |
|
| MCF Advisors | 21k | $486k | 100% | Dec 2024 |
|
| Susquehanna International | 19k | $439k | 100% | Dec 2024 |
|
| Consolidated Portfolio Review Corp | 19k | $428k | 9% | Dec 2024 |
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| Austin Private Wealth | 18k | $415k | 6% | Dec 2024 |
|
| BlackRock | 17k | $397k | 100% | Dec 2024 |
|
| Baird Financial | 15k | $354k | 23% | Dec 2024 |
|
| Stratos Wealth Partners | 14k | $330k | 100% | Dec 2024 |
|
| Klaas Financial Asset Advisors | 14k | $321k | 20% | Dec 2024 |
|
| Pamela Horwath | 14k | $318k | 0% | Dec 2024 |
|
| M3 Advisory Group | 14k | $315k | 0% | Dec 2024 |
|
| Thrivent Financial for Lutherans | 13k | $302k | 0% | Dec 2024 |
|
| Sunbelt Securities | 13k | $295k | -3% | Dec 2024 |
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| Johnson Bixby & Associates | 12k | $285k | 100% | Dec 2024 |
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| Windsor Capital Management | 12k | $282k | 8% | Dec 2024 |
|
| Kestra Advisory Services | 11k | $257k | 100% | Dec 2024 |
|
| Wealth Enhancement Advisory Services | 11k | $252k | 0% | Mar 2025 |
|
| Global Retirement Partners | 11k | $249k | 18% | Dec 2024 |
|
| Diversify Advisory Services | 10k | $239k | 0% | Dec 2024 |
|
| Baron Silver Stevens Financial Advisors | 10k | $236k | 100% | Dec 2024 |
|
| Heartland Bank & Trust | 10k | $231k | 100% | Dec 2024 |
|
| Stifel Financial | 9.4k | $218k | 100% | Dec 2024 |
|
| New England Private Wealth Advisors | 9.2k | $213k | 100% | Dec 2024 |
|
| 10Elms | 9.0k | $209k | 100% | Dec 2024 |
|
| Orion Capital Management | 7.2k | $167k | 100% | Dec 2024 |
|
| Cherry Tree Wealth Management | 6.0k | $139k | 0% | Dec 2024 |
|
| CWM | 5.9k | $136k | 0% | Dec 2024 |
|
| Brian McDonald | 5.8k | $134k | 42% | Dec 2024 |
|
| Steward Partners Investment Advisory | 4.6k | $106k | 100% | Dec 2024 |
|
| Principal Securities | 4.2k | $96k | 0% | Dec 2024 |
|
| PSI Advisors | 2.6k | $60k | 0% | Dec 2024 |
|
| Vista Private Wealth Partners | 1.3k | $29k | -78% | Dec 2024 |
|
| Aptus Capital Advisors | 999.00 | $23k | 1% | Dec 2024 |
|
| Van Hulzen Asset Management | 935.00 | $22k | 100% | Dec 2024 |
|
| Ronald Blue Trust | 789.00 | $18k | 100% | Dec 2024 |
|
| Harbour Investments | 536.00 | $12k | 100% | Dec 2024 |
|
| Massmutual Trust | 523.00 | $12k | 100% | Dec 2024 |
|
| Whittier Trust | 294.00 | $6.8k | 100% | Dec 2024 |
|
| Huntington National Bank | 68.00 | $1.6k | 0% | Dec 2024 |
|
| Moisand Fitzgerald Tamayo | 1.00 | $24.000000 | 0% | Dec 2024 |
|
Who sold out of Ishares Tr?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Sugar Maple Asset Management | Dec 2024 | 11k | $256k |
| Resources Investment Advisors | Sep 2024 | 10k | $244k |
| Envestnet Portfolio Solutions | Sep 2024 | 9.9k | $231k |
| FMR | Sep 2024 | 1.00 | $23.000000 |