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
Bank of America Corporation 1.0M $23M 161% Dec 2023
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Cambridge Investment Research Advisors 925k $21M 1794% Dec 2023
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HighTower Advisors 575k $13M 127% Dec 2023
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Ruggaard & Associates 548k $13M 100% Dec 2023
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Commonwealth Financial Services 425k $9.8M 11% Dec 2023
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Baltimore-Washington Financial Advisors 422k $9.7M 1511% Dec 2023
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Wells Fargo & Company 247k $5.7M 13% Dec 2023
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LPL Financial 133k $3.0M 14% Sep 2023
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Morgan Stanley 127k $2.9M 27% Sep 2023
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Royal Bank of Canada 126k $2.9M 64% Dec 2023
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Scissortail Wealth Management 122k $2.8M 74% Dec 2023
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Lido Advisors 121k $2.8M 675% Dec 2023
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Robertson Stephens Wealth Management 110k $2.5M -6% Dec 2023
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Commonwealth Equity Services 110k $2.5M 45% Dec 2023
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Raymond James Financial Services Advisors 101k $2.3M 15% Dec 2023
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Jane Street 98k $2.3M -40% Dec 2023
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FF Advisors 96k $2.2M 100% Dec 2023
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Absolute Capital Management 96k $2.2M -40% Dec 2023
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Private Client Services 78k $1.8M 100% Dec 2023
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AE Wealth Management 77k $1.8M 100% Dec 2023
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Granite Bay Wealth Management 74k $1.7M -41% Dec 2023
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Thoroughbred Financial Services 64k $1.5M 1% Dec 2023
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IFP Advisors 61k $1.4M 33% Dec 2023
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Straight Path Wealth Management 52k $1.2M 45% Dec 2023
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Beacon Pointe Advisors 38k $869k 122% Dec 2023
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Goss Wealth Management 37k $837k 41% Sep 2023
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Ironwood Wealth Management 32k $728k 35% Dec 2023
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Wrapmanager 28k $645k 16% Dec 2023
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Snowden Capital Advisors 27k $627k 6% Dec 2023
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Phillips Financial Management 25k $573k 54% Dec 2023
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Advisor Group Holdings 24k $552k 80% Dec 2023
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Integrated Wealth Concepts 24k $531k 8% Sep 2023
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Sightline Wealth Advisors 22k $509k 40% Dec 2023
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Multi-Financial Securities 17k $389k 5% Sep 2023
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Consolidated Portfolio Review Corp 14k $321k 6% Dec 2023
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Klaas Financial Asset Advisors 14k $315k 100% Dec 2023
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Sunbelt Securities 13k $303k 0% Dec 2023
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Mid-American Wealth Advisory Group 13k $300k 100% Dec 2023
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Raymond James & Associates 13k $291k 100% Dec 2023
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Northwestern Mutual Wealth Management Company 12k $262k 61% Sep 2023
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Quad-Cities Investment Group 11k $250k 100% Dec 2023
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Windsor Capital Management 11k $242k 100% Dec 2023
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Wealth Enhancement Advisory Services 11k $241k 0% Dec 2023
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Kestra Private Wealth Services 10k $239k 100% Dec 2023
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UBS Group 10k $236k 25% Dec 2023
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Wealthsource Partners 10k $230k 100% Dec 2023
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Stone House Investment Management 6.8k $157k 100% Dec 2023
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CWM 5.9k $135k 66% Dec 2023
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Evermay Wealth Management 5.0k $115k 100% Dec 2023
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Global Retirement Partners 3.8k $87k -80% Dec 2023
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Principal Securities 2.8k $64k 100% Dec 2023
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Valley National Advisers 1.1k $25k 3% Dec 2023
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Parallel Advisors 1.1k $25k 0% Dec 2023
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Brian McDonald 929.00 $21k 100% Sep 2023
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PSI Advisors 890.00 $20k 0% Dec 2023
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PFG Private Wealth Management 590.00 $14k 0% Dec 2023
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Cherry Tree Wealth Management 447.00 $10k 100% Dec 2023
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Bradley & Co. Private Wealth Management 300.00 $6.9k 0% Dec 2023
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Moisand Fitzgerald Tamayo 1.00 $23.000000 0% Dec 2023
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Who sold out of Ishares Tr?

Fund or Company Name Date Sold Shares Held Valued At
Envestnet Asset Management Jun 2023 27k $612k
Atria Wealth Solutions Sep 2023 18k $414k
Headinvest Sep 2023 6.5k $144k
Cary Street Partner Investment Advisory Sep 2023 1.1k $25k
HHM Wealth Advisors Jun 2023 956.00 $22k
Farther Finance Advisors Sep 2023 926.00 $21k