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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Who bought or sold ISHARES TR this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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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 |