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 | 2.3M | $55M | 54% | Sep 2024 |
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| Cambridge Investment Research Advisors | 1.2M | $28M | 5% | Sep 2024 |
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| Ashton Thomas Private Wealth | 632k | $15M | -3% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 625k | $15M | 7% | Sep 2024 |
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| Ruggaard & Associates | 564k | $13M | 0% | Jun 2024 |
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| Goss Wealth Management | 543k | $12M | -9% | Jun 2024 |
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| Wells Fargo & Company | 526k | $12M | 34% | Sep 2024 |
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| Morgan Stanley | 468k | $11M | 12% | Jun 2024 |
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| LPL Financial | 465k | $11M | 48% | Sep 2024 |
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| Commonwealth Financial Services | 427k | $9.9M | 4% | Sep 2024 |
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| Baltimore-Washington Financial Advisors | 419k | $9.8M | 1% | Sep 2024 |
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| HighTower Advisors | 319k | $7.3M | 8% | Jun 2024 |
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| PFG Private Wealth Management | 278k | $6.5M | 2% | Sep 2024 |
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| Private Advisor | 267k | $6.2M | 272% | Sep 2024 |
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| Cowa | 267k | $6.2M | 101% | Sep 2024 |
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| Royal Bank of Canada | 250k | $5.0M | -17% | Sep 2024 |
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| Mid-American Wealth Advisory Group | 224k | $5.2M | 61% | Sep 2024 |
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| LBMC Investment Advisors | 212k | $5.0M | 27% | Sep 2024 |
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| Mutual Advisors | 201k | $4.7M | 6% | Sep 2024 |
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| Raymond James Financial Services Advisors | 200k | $4.7M | 72% | Sep 2024 |
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| FF Advisors | 182k | $4.2M | 8% | Sep 2024 |
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| Lido Advisors | 173k | $4.0M | 17% | Jun 2024 |
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| Atria Wealth Solutions | 141k | $3.3M | 76% | Sep 2024 |
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| GAMMA Investing | 138k | $3.2M | 126% | Sep 2024 |
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| Private Client Services | 132k | $3.1M | 7% | Sep 2024 |
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| Pensionmark Financial Group | 131k | $3.1M | 100% | Sep 2024 |
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| Advisor Group Holdings | 126k | $2.9M | 114% | Sep 2024 |
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| Scissortail Wealth Management | 125k | $2.9M | -1% | Jun 2024 |
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| Commonwealth Equity Services | 111k | $2.6M | -6% | Sep 2024 |
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| Absolute Capital Management | 106k | $2.5M | -2% | Sep 2024 |
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| Raymond James & Associates | 86k | $2.0M | 37% | Sep 2024 |
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| Straight Path Wealth Management | 73k | $1.7M | 5% | Sep 2024 |
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| IFP Advisors | 71k | $1.6M | 13% | Jun 2024 |
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| Thoroughbred Financial Services | 61k | $1.4M | -4% | Sep 2024 |
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| Kestra Private Wealth Services | 54k | $1.3M | 25% | Sep 2024 |
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| Ironwood Wealth Management | 52k | $1.2M | 31% | Sep 2024 |
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| Integrated Wealth Concepts | 52k | $1.2M | 24% | Sep 2024 |
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| Cetera Investment Advisers | 51k | $1.2M | 18% | Jun 2024 |
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| Sightline Wealth Advisors | 48k | $1.1M | 51% | Sep 2024 |
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| Werba Rubin Papier Wealth Management | 47k | $1.1M | 0% | Sep 2024 |
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| Wrapmanager | 44k | $1.0M | 16% | Sep 2024 |
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| Tempus Wealth Planning | 44k | $1.0M | 100% | Sep 2024 |
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| Robertson Stephens Wealth Management | 43k | $998k | -64% | Sep 2024 |
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| Summit Wealth Partners | 41k | $961k | 0% | Sep 2024 |
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| Beacon Pointe Advisors | 41k | $957k | -3% | Sep 2024 |
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| Nwam | 38k | $880k | 100% | Sep 2024 |
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| Envestnet Asset Management | 32k | $757k | 100% | Sep 2024 |
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| AE Wealth Management | 31k | $722k | 21% | Sep 2024 |
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| Snowden Capital Advisors | 30k | $696k | 0% | Sep 2024 |
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| Headinvest | 29k | $667k | 100% | Sep 2024 |
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| Marble Harbor Investment Counsel | 27k | $632k | 0% | Sep 2024 |
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| Jpmorgan Chase & Co | 26k | $603k | -38% | Sep 2024 |
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| Phillips Financial Management | 25k | $596k | 0% | Sep 2024 |
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| H D Vest Advisory Services | 24k | $545k | 100% | Jun 2024 |
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| Cornerstone Wealth Management | 23k | $541k | 100% | Sep 2024 |
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| Golden State Equity Partners | 20k | $464k | 0% | Sep 2024 |
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| Sigma Planning | 19k | $440k | 12% | Sep 2024 |
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| Austin Private Wealth | 17k | $396k | 7% | Sep 2024 |
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| Consolidated Portfolio Review Corp | 16k | $374k | 10% | Jun 2024 |
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| Claudia M.p. Batlle, Crp | 15k | $339k | 1% | Jun 2024 |
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| Quad-Cities Investment Group | 15k | $340k | 3% | Sep 2024 |
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| Pamela Horwath | 14k | $322k | 0% | Sep 2024 |
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| M3 Advisory Group | 14k | $318k | -54% | Sep 2024 |
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| Sunbelt Securities | 13k | $309k | 0% | Sep 2024 |
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| Thrivent Financial for Lutherans | 13k | $303k | 100% | Sep 2024 |
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| Klaas Financial Asset Advisors | 12k | $270k | -25% | Sep 2024 |
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| Windsor Capital Management | 11k | $264k | -2% | Sep 2024 |
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| Sugar Maple Asset Management | 11k | $253k | 100% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 11k | $241k | 0% | Jun 2024 |
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| Resources Investment Advisors | 10k | $244k | 0% | Sep 2024 |
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| Diversify Advisory Services | 10k | $240k | -1% | Sep 2024 |
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| Envestnet Portfolio Solutions | 9.9k | $231k | -10% | Sep 2024 |
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| Global Retirement Partners | 9.1k | $214k | 52% | Sep 2024 |
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| Cherry Tree Wealth Management | 6.0k | $141k | 27% | Sep 2024 |
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| CWM | 5.9k | $137k | 0% | Sep 2024 |
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| Vista Private Wealth Partners | 5.8k | $136k | 100% | Sep 2024 |
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| Principal Securities | 4.2k | $98k | 20% | Sep 2024 |
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| Brian McDonald | 4.1k | $95k | 0% | Sep 2024 |
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| PSI Advisors | 2.6k | $61k | 84% | Sep 2024 |
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| Bbjs Financial Advisors | 2.0k | $47k | 0% | Sep 2024 |
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| Aptus Capital Advisors | 991.00 | $23k | 100% | Sep 2024 |
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| Huntington National Bank | 68.00 | $1.6k | 0% | Sep 2024 |
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| Moisand Fitzgerald Tamayo | 1.00 | $24.000000 | 0% | Sep 2024 |
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Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Goldman Sachs Group | Mar 2024 | 881k | $20M |
| Jane Street | Jun 2024 | 81k | $1.9M |
| Krilogy Financial | Jun 2024 | 45k | $1.0M |
| PFG Investments | Mar 2024 | 15k | $343k |
| BSW Wealth Partners | Jun 2024 | 8.7k | $200k |
| Stone House Investment Management | Mar 2024 | 6.9k | $160k |
| Orion Capital Management | Mar 2024 | 1.2k | $28k |
| Valley National Advisers | Jun 2024 | 1.2k | $26k |
| Parallel Advisors | Jun 2024 | 1.1k | $25k |
| Bradley & Co. Private Wealth Management | Mar 2024 | 300.00 | $6.9k |