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 |
|---|---|---|---|---|---|
| Morgan Stanley | 1.5M | $35M | 100% | Jun 2025 |
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| LPL Financial | 1.5M | $34M | 98% | Sep 2025 |
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| Cambridge Investment Research Advisors | 1.2M | $29M | 7% | Sep 2025 |
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| Private Advisor | 1.2M | $28M | 7% | Sep 2025 |
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| Wells Fargo & Company | 1.1M | $26M | 5% | Sep 2025 |
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| Sterling Financial Group | 1.1M | $25M | -10% | Sep 2025 |
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| LBMC Investment Advisors | 1.0M | $24M | 22% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 983k | $23M | 23% | Sep 2025 |
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| Arrow Financial Corp. | 902k | $21M | 24% | Sep 2025 |
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| Straightline Group | 807k | $19M | 5% | Sep 2025 |
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| Cowa | 783k | $18M | 14% | Sep 2025 |
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| Mid-American Wealth Advisory Group | 655k | $15M | 9% | Sep 2025 |
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| Raymond James Financial | 642k | $15M | 13% | Sep 2025 |
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| Littlejohn Financial Services | 590k | $14M | 14% | Sep 2025 |
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| Ruggaard & Associates | 584k | $14M | 2% | Sep 2025 |
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| Baltimore-Washington Financial Advisors | 456k | $11M | 2% | Sep 2025 |
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| Hurley Capital | 447k | $10M | 79% | Sep 2025 |
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| Keeler THomas Management | 422k | $9.9M | 1% | Sep 2025 |
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| Royal Bank of Canada | 417k | $9.8M | 27% | Sep 2025 |
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| Stratos Wealth Partners | 368k | $8.6M | 165% | Sep 2025 |
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| Cetera Investment Advisers | 361k | $8.4M | 284% | Sep 2025 |
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| Integrated Wealth Concepts | 322k | $7.5M | 2% | Sep 2025 |
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| Summit Investment Advisors | 304k | $7.0M | 100% | Jun 2025 |
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| Strategic Blueprint | 304k | $7.1M | 516% | Sep 2025 |
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| Mutual Advisors | 303k | $7.1M | 11% | Sep 2025 |
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| Goldman Sachs Group | 292k | $6.8M | -2% | Sep 2025 |
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| UBS Group | 268k | $6.3M | 2% | Sep 2025 |
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| Private Client Services | 261k | $6.1M | 103% | Sep 2025 |
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| Evergreen Capital Management | 253k | $5.9M | 9% | Sep 2025 |
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| Kestra Private Wealth Services | 229k | $5.3M | 58% | Sep 2025 |
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| Goss Wealth Management | 220k | $5.2M | 9% | Sep 2025 |
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| Michael S. Ryan | 211k | $4.9M | 100% | Sep 2025 |
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| H D Vest Advisory Services | 203k | $4.7M | 44% | Jun 2025 |
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| FF Advisors | 194k | $4.5M | 9% | Sep 2025 |
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| Tempus Wealth Planning | 189k | $4.4M | -10% | Sep 2025 |
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| Jane Street | 184k | $4.3M | 100% | Sep 2025 |
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| High Note Wealth | 175k | $4.1M | 16% | Sep 2025 |
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| Lido Advisors | 174k | $4.1M | -2% | Sep 2025 |
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| Advisor Group Holdings | 164k | $3.8M | -22% | Sep 2025 |
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| Pensionmark Financial Group | 152k | $3.5M | 9% | Sep 2025 |
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| SkyView Investment Advisors | 150k | $3.5M | -30% | Jun 2025 |
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| EP Wealth Advisors | 148k | $3.4M | -8% | Jun 2025 |
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| Commonwealth Equity Services | 144k | $3.4M | 0% | Sep 2025 |
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| Scissortail Wealth Management | 139k | $3.3M | -1% | Sep 2025 |
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| Atria Wealth Solutions | 137k | $3.2M | 2% | Jun 2025 |
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| Envestnet Asset Management | 127k | $3.0M | 1% | Sep 2025 |
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| Straight Path Wealth Management | 115k | $2.7M | 15% | Sep 2025 |
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| Ironwood Wealth Management | 111k | $2.6M | 67% | Sep 2025 |
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| Commonwealth Financial Services | 108k | $2.5M | 8% | Sep 2025 |
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| AE Wealth Management | 97k | $2.3M | 195% | Sep 2025 |
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| Eight 31 Financial | 97k | $2.3M | 22% | Sep 2025 |
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| Migdal Insurance & Financial Holdings | 90k | $2.1M | 100% | Sep 2025 |
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| Krilogy Financial | 75k | $1.7M | 3% | Sep 2025 |
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| Cornerstone Wealth Management | 72k | $1.7M | 20% | Sep 2025 |
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| Carr Financial Group Corp | 71k | $1.7M | -15% | Sep 2025 |
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| Cottage Street Advisors | 69k | $1.6M | -2% | Sep 2025 |
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| Rialto Wealth Management | 67k | $1.6M | -1% | Sep 2025 |
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| Landing Point Financial Group | 64k | $1.5M | 100% | Sep 2025 |
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| Copperleaf Capital | 62k | $1.4M | 100% | Sep 2025 |
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| Sightline Wealth Advisors | 61k | $1.4M | -13% | Sep 2025 |
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| International Assets Investment Management | 56k | $1.3M | 0% | Sep 2025 |
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| Golden State Equity Partners | 54k | $1.3M | 46% | Sep 2025 |
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| IFP Advisors | 52k | $1.2M | -6% | Sep 2025 |
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| Rebalance | 47k | $1.1M | 7% | Sep 2025 |
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| Werba Rubin Papier Wealth Management | 47k | $1.1M | 0% | Sep 2025 |
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| Phillips Financial Management | 45k | $1.1M | 79% | Sep 2025 |
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| Wrapmanager | 43k | $1.0M | -12% | Sep 2025 |
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| Nwam | 43k | $1.0M | 35% | Sep 2025 |
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| Parallel Advisors | 43k | $994k | 30% | Sep 2025 |
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| Quad-Cities Investment Group | 42k | $989k | 12% | Sep 2025 |
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| Timber Creek Capital Management | 39k | $908k | 0% | Sep 2025 |
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| Bedel Financial Consulting | 38k | $876k | 19% | Sep 2025 |
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| Csenge Advisory Group | 35k | $812k | 100% | Sep 2025 |
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| BlackRock | 34k | $806k | 0% | Sep 2025 |
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| MCF Advisors | 34k | $801k | 15% | Sep 2025 |
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| Thrivent Financial for Lutherans | 34k | $794k | 100% | Sep 2025 |
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| Absolute Capital Management | 34k | $792k | -45% | Sep 2025 |
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| Headinvest | 33k | $776k | -1% | Sep 2025 |
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| Montis Financial | 33k | $761k | 100% | Sep 2025 |
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| Old Mission Capital | 31k | $733k | -92% | Sep 2025 |
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| Mercer Global Advisors | 30k | $712k | 153% | Sep 2025 |
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| Steele Capital Management | 30k | $709k | -20% | Sep 2025 |
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| Beacon Pointe Advisors | 30k | $694k | -13% | Sep 2025 |
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| Summit Wealth Partners | 29k | $685k | 0% | Sep 2025 |
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| Madden Advisory Services | 28k | $654k | 8% | Sep 2025 |
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| Snowden Capital Advisors | 28k | $650k | -5% | Sep 2025 |
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| Heartland Bank & Trust | 27k | $638k | 34% | Sep 2025 |
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| Koshinski Asset Management | 27k | $619k | 20% | Sep 2025 |
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| Sentinus | 26k | $609k | 0% | Sep 2025 |
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| Belpointe Asset Management | 25k | $591k | 100% | Sep 2025 |
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| Klaas Financial Asset Advisors | 24k | $559k | -10% | Sep 2025 |
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| Robertson Stephens Wealth Management | 24k | $549k | 9% | Sep 2025 |
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| Siligmueller & Norvid Wealth Advisors | 23k | $547k | 100% | Sep 2025 |
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| Consolidated Portfolio Review Corp | 23k | $539k | 6% | Sep 2025 |
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| Brucke Financial | 23k | $537k | 100% | Sep 2025 |
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| Aprio Wealth Management | 23k | $529k | 100% | Sep 2025 |
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| Hm Payson & Co | 22k | $516k | 100% | Sep 2025 |
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| Gts Securities | 22k | $507k | 100% | Sep 2025 |
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| Freestone Capital Holdings | 22k | $502k | 100% | Sep 2025 |
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| Steward Partners Investment Advisory | 20k | $476k | 42% | Sep 2025 |
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| Austin Private Wealth | 20k | $465k | -2% | Sep 2025 |
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| Thoroughbred Financial Services | 20k | $456k | -53% | Sep 2025 |
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| HighTower Advisors | 19k | $437k | -95% | Sep 2025 |
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| Delta Wealth Advisors | 17k | $401k | 10% | Sep 2025 |
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| Citadel Advisors | 17k | $400k | 100% | Sep 2025 |
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| Focus Financial Network | 17k | $395k | 100% | Sep 2025 |
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| Streettalk Advisors | 17k | $386k | 33% | Sep 2025 |
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| Baird Financial | 16k | $382k | 7% | Sep 2025 |
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| Kestra Advisory Services | 16k | $370k | 20% | Sep 2025 |
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| Stifel Financial | 16k | $365k | 2% | Sep 2025 |
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| Stockman Asset Management | 15k | $359k | 100% | Sep 2025 |
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| Farther Finance Advisors | 15k | $350k | 100% | Sep 2025 |
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| Johnson Bixby & Associates | 15k | $347k | 1% | Sep 2025 |
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| Helen Stephens Group | 15k | $347k | 100% | Sep 2025 |
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| Sowell Financial Services | 15k | $344k | 100% | Sep 2025 |
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| Global Retirement Partners | 14k | $336k | 32% | Sep 2025 |
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| MONECO Advisors | 14k | $330k | 0% | Sep 2025 |
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| Orion Capital Management | 14k | $328k | 27% | Sep 2025 |
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| BWM Planning | 14k | $324k | -33% | Sep 2025 |
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| Pamela Horwath | 14k | $321k | 0% | Sep 2025 |
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| Colony | 13k | $300k | 0% | Sep 2025 |
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| High Falls Advisors | 13k | $296k | 1% | Sep 2025 |
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| Sunbelt Securities | 12k | $290k | -3% | Sep 2025 |
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| Tableaux | 12k | $279k | 8% | Sep 2025 |
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| Baron Silver Stevens Financial Advisors | 12k | $271k | 6% | Sep 2025 |
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| Occidental Asset Management | 12k | $270k | 0% | Sep 2025 |
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| Flow Traders US | 12k | $270k | 100% | Sep 2025 |
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| Principal Securities | 12k | $268k | 97% | Sep 2025 |
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| Captrust Financial Advisors | 11k | $262k | 3% | Sep 2025 |
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| 10Elms | 11k | $258k | 4% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 11k | $253k | 0% | Sep 2025 |
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| Creative Financial Designs | 11k | $253k | 94% | Sep 2025 |
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| Sigma Planning | 11k | $252k | 100% | Sep 2025 |
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| Creative Planning | 11k | $246k | -16% | Sep 2025 |
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| Alaska Permanent Capital Management | 10k | $240k | 2% | Sep 2025 |
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| Cyr Financial | 9.9k | $231k | 100% | Sep 2025 |
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| New England Private Wealth Advisors | 9.6k | $225k | 1% | Sep 2025 |
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| M3 Advisory Group | 9.3k | $218k | 0% | Sep 2025 |
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| Prospera Financial Services | 9.1k | $212k | 0% | Sep 2025 |
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| APCM Wealth Management for Individuals | 8.7k | $204k | 100% | Sep 2025 |
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| Cherry Tree Wealth Management | 7.6k | $178k | 0% | Sep 2025 |
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| GAMMA Investing | 6.7k | $157k | -86% | Sep 2025 |
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| Advisory Services Network | 5.8k | $135k | 100% | Sep 2025 |
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| Rockefeller Capital Management | 5.1k | $119k | 100% | Sep 2025 |
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| Brian McDonald | 4.8k | $112k | 0% | Sep 2025 |
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| Spire Wealth Management | 4.0k | $93k | 0% | Sep 2025 |
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| CWM | 3.5k | $83k | 0% | Sep 2025 |
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| Ronald Blue Trust | 3.2k | $74k | 0% | Sep 2025 |
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| North Star Investment Management | 3.0k | $70k | 50% | Sep 2025 |
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| Private Trust Co Na | 2.3k | $55k | 0% | Sep 2025 |
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Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| CLS Investments | Jun 2025 | 80k | $1.9M |
| PFG Advisors | Jun 2025 | 69k | $1.6M |
| Marble Harbor Investment Counsel | Jun 2025 | 19k | $432k |
| Savant Capital Management | Jun 2025 | 10k | $236k |
| Ameriflex Group | Jun 2025 | 6.7k | $156k |