Who owns ISHARES TR?

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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
LPL Financial 1.9M $43M 29% Dec 2025
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Cambridge Investment Research Advisors 1.4M $32M 12% Dec 2025
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Private Advisor 1.3M $30M 10% Dec 2025
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Arrow Financial Corp. 1.2M $28M 35% Dec 2025
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Wells Fargo & Company 1.1M $26M 0% Dec 2025
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LBMC Investment Advisors 1.1M $26M 7% Dec 2025
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Sterling Financial Group 1.1M $25M -10% Sep 2025
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Northwestern Mutual Wealth Management Company 1.1M $25M 9% Dec 2025
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Cowa 972k $22M 24% Dec 2025
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Sequoia Financial Advisors 963k $22M 100% Dec 2025
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Mid-American Wealth Advisory Group 939k $22M 43% Dec 2025
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Straightline Group 807k $19M 5% 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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Hurley Capital 525k $12B 17% Dec 2025
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Ruggaard & Associates 524k $12M -10% Dec 2025
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Baltimore-Washington Financial Advisors 478k $11M 5% Dec 2025
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Keeler THomas Management 425k $9.8M 1% Dec 2025
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Cetera Investment Advisers 421k $9.7M 16% Dec 2025
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Royal Bank of Canada 417k $9.8M 27% Sep 2025
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Stratos Wealth Partners 380k $8.8M 3% Dec 2025
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BIP Wealth 370k $8.5M 100% Dec 2025
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Integrated Wealth Concepts 327k $7.5M 1% Dec 2025
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Mutual Advisors 304k $7.0M 0% Dec 2025
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Kestra Private Wealth Services 271k $6.3M 19% Dec 2025
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Private Client Services 269k $6.2M 3% Dec 2025
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Tempus Wealth Planning 262k $6.0M 39% Dec 2025
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Evergreen Capital Management 261k $6.0M 3% Dec 2025
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TABR Capital Management 234k $5.4M 100% Dec 2025
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EP Wealth Advisors 228k $5.3M 54% Dec 2025
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Goss Wealth Management 225k $5.2M 2% Dec 2025
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Jane Street 222k $5.1M 21% Dec 2025
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Michael S. Ryan 217k $5.0M 3% Dec 2025
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UBS Group 215k $5.0M -20% Dec 2025
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FF Advisors 194k $4.5M 9% Sep 2025
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High Note Wealth 181k $4.2M 3% Dec 2025
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Lido Advisors 175k $4.1M 0% Dec 2025
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Pensionmark Financial Group 160k $3.6M 6% Dec 2025
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Krilogy Financial 156k $3.6M 108% Dec 2025
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Commonwealth Equity Services 154k $3.6M 7% Dec 2025
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Scissortail Wealth Management 148k $3.4M 7% Dec 2025
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Evexia Wealth 140k $3.2M 100% Dec 2025
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Advisor Group Holdings 130k $3.0M -21% Dec 2025
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Delta Wealth Advisors 130k $3.0M 657% Dec 2025
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Envestnet Asset Management 125k $2.9M -1% Dec 2025
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Ironwood Wealth Management 125k $2.9M 13% Dec 2025
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Straight Path Wealth Management 115k $2.7M 15% Sep 2025
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Commonwealth Financial Services 103k $2.4M -5% Dec 2025
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Csenge Advisory Group 100k $2.3M 188% Dec 2025
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Eight 31 Financial 97k $2.3M 22% Sep 2025
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AE Wealth Management 95k $2.2M -2% Dec 2025
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SkyView Investment Advisors 94k $2.2M -43% Dec 2025
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Cornerstone Wealth Management 89k $2.1M 24% Dec 2025
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Sanctuary Advisors 83k $1.9M 110% Dec 2025
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Centennial Advisors 82k $1.9M 100% Dec 2025
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Bedel Financial Consulting 77k $1.8M 106% Dec 2025
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Migdal Insurance & Financial Holdings 71k $1.6M -21% Dec 2025
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Cottage Street Advisors 69k $1.6M 1% Dec 2025
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Phillips Financial Management 65k $1.5M 44% Dec 2025
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Endowment Wealth Management 65k $1.5M 100% Dec 2025
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Landing Point Financial Group 64k $1.5M 100% Sep 2025
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Carr Financial Group Corp 63k $1.5M -11% Dec 2025
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Copperleaf Capital 62k $1.4M 100% Sep 2025
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Brucke Financial 60k $1.4M 161% Dec 2025
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Nwam 59k $1.4M 1% Dec 2025
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Old Mission Capital 55k $1.3M 74% Dec 2025
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Golden State Equity Partners 54k $1.3M 0% Dec 2025
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International Assets Investment Management 54k $1.2M -3% Dec 2025
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Sowell Financial Services 53k $1.2M 260% Dec 2025
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Parallel Advisors 52k $1.2M 21% Dec 2025
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IFP Advisors 51k $1.2M -1% Dec 2025
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Thrivent Financial for Lutherans 48k $1.1M 43% Dec 2025
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Rebalance 48k $1.1M 3% Dec 2025
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Quad-Cities Investment Group 47k $1.1M 12% Dec 2025
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Werba Rubin Papier Wealth Management 47k $1.1M 0% Dec 2025
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Timber Creek Capital Management 41k $938k 5% Dec 2025
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Sightline Wealth Advisors 39k $896k -36% Dec 2025
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Belpointe Asset Management 37k $842k 44% Dec 2025
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Focused Alpha 36k $840k 100% Dec 2025
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Wrapmanager 36k $820k -18% Dec 2025
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BlackRock 34k $806k 0% Sep 2025
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Absolute Capital Management 34k $792k -45% Sep 2025
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Foundations Investment Advisors 33k $751k 100% Dec 2025
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Headinvest 32k $738k -4% Dec 2025
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Montis Financial 32k $735k -2% Dec 2025
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Walser Wealth Management Company, A Ltd Liability 31k $720k 100% Dec 2025
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Creative Planning 31k $715k 195% Dec 2025
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Hm Payson & Co 31k $707k 39% Dec 2025
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Mercer Global Advisors 30k $698k -1% Dec 2025
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Koshinski Asset Management 30k $692k 13% Dec 2025
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Madden Advisory Services 28k $656k 2% Dec 2025
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Klaas Financial Asset Advisors 28k $648k 17% Dec 2025
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Snowden Capital Advisors 28k $650k -5% Sep 2025
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HighTower Advisors 28k $637k 48% Dec 2025
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Heartland Bank & Trust 27k $638k 34% Sep 2025
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Great Valley Advisor Group 27k $628k 100% Dec 2025
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Sentinus 27k $616k 2% Dec 2025
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Kestra Advisory Services 26k $609k 67% Dec 2025
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Summit Wealth Partners 26k $607k -10% Dec 2025
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Spire Wealth Management 26k $599k 554% Dec 2025
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Robertson Stephens Wealth Management 24k $542k 0% Dec 2025
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Siligmueller & Norvid Wealth Advisors 23k $547k 100% Sep 2025
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Aprio Wealth Management 23k $531k 2% Dec 2025
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Steward Partners Investment Advisory 23k $529k 13% Dec 2025
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Freestone Capital Holdings 23k $527k 6% Dec 2025
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Austin Private Wealth 22k $506k 10% Dec 2025
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Gts Securities 22k $507k 100% Sep 2025
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MCF Advisors 21k $492k -38% Dec 2025
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Beacon Pointe Advisors 20k $463k -32% Dec 2025
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Helen Stephens Group 20k $456k 33% Dec 2025
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Occidental Asset Management 18k $425k 60% Dec 2025
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Stifel Financial 18k $412k 14% Dec 2025
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Citadel Advisors 17k $400k 100% Sep 2025
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Focus Financial Network 17k $394k 1% Dec 2025
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Hobbs Group Advisors 17k $384k 100% Dec 2025
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Baird Financial 16k $378k 0% Dec 2025
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Kastel Capital Advisors 16k $378k 100% Dec 2025
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Streettalk Advisors 16k $377k -1% Dec 2025
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Stockman Asset Management 15k $354k 0% Dec 2025
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Johnson Bixby & Associates 15k $345k 1% Dec 2025
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Farther Finance Advisors 15k $342k -1% Dec 2025
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Global Retirement Partners 15k $335k 1% Dec 2025
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High Falls Advisors 15k $334k 14% Dec 2025
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MONECO Advisors 14k $325k 0% Dec 2025
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Orion Capital Management 14k $323k 0% Dec 2025
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Mayflower Financial Advisors 14k $323k 100% Dec 2025
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Pamela Horwath 14k $317k 0% Dec 2025
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Colony 13k $296k 0% Dec 2025
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Sunbelt Securities 12k $286k 0% Dec 2025
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Golden Reserve Retirement 12k $281k 100% Dec 2025
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Tableaux 12k $279k 8% Sep 2025
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Thoroughbred Financial Services 12k $271k -40% Dec 2025
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Baron Silver Stevens Financial Advisors 12k $267k 0% Dec 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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Creative Financial Designs 11k $251k 1% Dec 2025
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Wealth Enhancement Advisory Services 11k $250k 0% Dec 2025
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Alaska Permanent Capital Management 11k $242k 2% Dec 2025
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Aegis Wealth Management 10k $236k 100% Dec 2025
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Flow Traders US 10k $231k -13% Dec 2025
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Level Four Advisory Services 9.8k $227k 100% Dec 2025
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New England Private Wealth Advisors 9.8k $227k 2% Dec 2025
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Pure Financial Advisors 9.6k $221k 100% Dec 2025
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M3 Advisory Group 9.4k $216k 0% Dec 2025
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Eldridge Investment Advisors 9.3k $215k 100% Dec 2025
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TFR Capital 9.2k $213k 100% Dec 2025
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APCM Wealth Management for Individuals 8.9k $206k 2% Dec 2025
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Prospera Financial Services 8.8k $202k -3% Dec 2025
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Liberty Wealth Management 8.7k $200k 100% Dec 2025
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Rockefeller Capital Management 8.5k $195k 66% Dec 2025
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Who sold out of Ishares Tr?

Fund or Company Name Date Sold Shares Held Valued At
Strategic Blueprint Sep 2025 304k $7.1M
Goldman Sachs Group Sep 2025 292k $6.8M
Rialto Wealth Management Sep 2025 67k $1.6M
Steele Capital Management Sep 2025 30k $709k
Consolidated Portfolio Review Corp Sep 2025 23k $539k
BWM Planning Sep 2025 14k $324k
Sigma Planning Sep 2025 11k $252k
Cyr Financial Sep 2025 9.9k $231k