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 |
|---|---|---|---|---|---|
| LPL Financial | 2.0M | $47M | 9% | Mar 2026 |
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| Morgan Stanley | 1.7M | $38M | 1% | Mar 2026 |
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| Arrow Financial Corp. | 1.3M | $31M | 11% | Mar 2026 |
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| LBMC Investment Advisors | 1.1M | $26M | 7% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 1.1M | $25M | 0% | Mar 2026 |
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| Wells Fargo & Company | 1.0M | $23M | -9% | Mar 2026 |
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| Cowa | 972k | $22M | 24% | Dec 2025 |
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| Mid-American Wealth Advisory Group | 939k | $22M | 0% | Mar 2026 |
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| Straightline Group | 912k | $21M | 11% | Mar 2026 |
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| Bank of America Corporation | 841k | $19M | 100% | Mar 2026 |
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| Federation des caisses Desjardins du Quebec | 821k | $19M | -3% | Mar 2026 |
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| Raymond James Financial | 729k | $17M | 14% | Dec 2025 |
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| Private Advisor | 686k | $16M | -48% | Mar 2026 |
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| Littlejohn Financial Services | 598k | $14M | -1% | Mar 2026 |
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| Hurley Capital | 572k | $13M | 9% | Mar 2026 |
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| Ruggaard & Associates | 528k | $12M | 1% | Mar 2026 |
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| Baltimore-Washington Financial Advisors | 478k | $11M | 5% | Dec 2025 |
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| Cornerstone Planning | 429k | $9.9M | -3% | Mar 2026 |
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| Private Client Services | 418k | $9.6M | 56% | Mar 2026 |
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| Cetera Investment Advisers | 418k | $9.6M | -1% | Mar 2026 |
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| BIP Wealth | 399k | $9.2M | 8% | Mar 2026 |
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| Stratos Wealth Partners | 389k | $8.9M | 2% | Mar 2026 |
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| Sequoia Financial Advisors | 338k | $7.8M | -65% | Mar 2026 |
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| Mutual Advisors | 331k | $7.6M | 9% | Mar 2026 |
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| Integrated Wealth Concepts | 319k | $7.3M | -2% | Mar 2026 |
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| Cambridge Investment Research Advisors | 302k | $6.9M | -79% | Mar 2026 |
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| Kestra Private Wealth Services | 285k | $6.5M | 5% | Mar 2026 |
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| Delta Wealth Advisors | 284k | $6.5M | 118% | Mar 2026 |
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| Evergreen Capital Management | 261k | $6.0M | 3% | Dec 2025 |
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| TABR Capital Management | 244k | $5.6M | 4% | Mar 2026 |
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| Tempus Wealth Planning | 226k | $5.2M | -14% | Mar 2026 |
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| Michael S. Ryan | 223k | $5.1M | 3% | Mar 2026 |
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| UBS Group | 197k | $4.5M | -9% | Mar 2026 |
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| Csenge Advisory Group | 192k | $4.4M | 92% | Mar 2026 |
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| Royal Bank of Canada | 191k | $4.4M | -54% | Mar 2026 |
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| High Note Wealth | 186k | $4.3M | 3% | Mar 2026 |
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| EP Wealth Advisors | 185k | $4.2M | -19% | Mar 2026 |
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| Scissortail Wealth Management | 173k | $4.0M | 17% | Mar 2026 |
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| Evexia Wealth | 164k | $3.7M | 17% | Mar 2026 |
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| Krilogy Financial | 155k | $3.6M | 0% | Mar 2026 |
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| Lido Advisors | 150k | $3.4M | -14% | Mar 2026 |
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| FF Advisors | 137k | $3.1M | -39% | Mar 2026 |
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| Envestnet Asset Management | 133k | $3.1M | 6% | Mar 2026 |
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| Keeler THomas Management | 132k | $3.0M | -69% | Mar 2026 |
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| Ironwood Wealth Management | 131k | $3.0M | 5% | Mar 2026 |
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| Advisor Group Holdings | 130k | $3.0M | -21% | Dec 2025 |
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| Golden State Equity Partners | 127k | $2.9M | 133% | Mar 2026 |
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| Jane Street | 121k | $2.8M | -46% | Mar 2026 |
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| Straight Path Wealth Management | 118k | $2.7M | 1% | Mar 2026 |
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| Parallel Advisors | 117k | $2.7M | 127% | Mar 2026 |
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| Commonwealth Equity Services | 111k | $2.5M | -28% | Mar 2026 |
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| Pensionmark Financial Group | 109k | $2.5M | -32% | Mar 2026 |
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| Foundations Investment Advisors | 102k | $2.3M | 214% | Mar 2026 |
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| Walser Wealth Management Company, A Ltd Liability | 101k | $2.3M | 225% | Mar 2026 |
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| Eight 31 Financial | 101k | $2.3M | -2% | Mar 2026 |
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| Commonwealth Financial Services | 96k | $2.2M | -6% | Mar 2026 |
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| SkyView Investment Advisors | 94k | $2.2M | -43% | Dec 2025 |
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| Cornerstone Wealth Management | 94k | $2.1M | 5% | Mar 2026 |
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| AE Wealth Management | 88k | $2.0M | -7% | Mar 2026 |
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| Phillips Financial Management | 85k | $2.0M | 31% | Mar 2026 |
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| Brucke Financial | 84k | $1.9M | 41% | Mar 2026 |
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| Endowment Wealth Management | 81k | $1.8M | 25% | Mar 2026 |
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| Bedel Financial Consulting | 77k | $1.8M | 0% | Mar 2026 |
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| IFP Advisors | 77k | $1.8M | 50% | Mar 2026 |
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| Sowell Financial Services | 77k | $1.8M | 45% | Mar 2026 |
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| Centennial Advisors | 74k | $1.7M | -9% | Mar 2026 |
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| Landing Point Financial Group | 74k | $1.7M | -4% | Mar 2026 |
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| Migdal Insurance & Financial Holdings | 71k | $1.6M | 0% | Mar 2026 |
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| BlackRock | 69k | $1.6M | 33% | Mar 2026 |
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| Cottage Street Advisors | 68k | $1.6M | -1% | Mar 2026 |
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| Old Mission Capital | 55k | $1.3M | 74% | Dec 2025 |
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| International Assets Investment Management | 54k | $1.2M | 0% | Mar 2026 |
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| Thrivent Financial for Lutherans | 53k | $1.2M | 9% | Mar 2026 |
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| Sanctuary Advisors | 52k | $1.2M | -37% | Mar 2026 |
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| Werba Rubin Papier Wealth Management | 47k | $1.1M | 0% | Mar 2026 |
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| TFR Capital | 45k | $1.0M | 392% | Mar 2026 |
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| Nwam | 43k | $983k | -28% | Mar 2026 |
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| Madden Advisory Services | 41k | $946k | 45% | Mar 2026 |
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| Timber Creek Capital Management | 41k | $941k | 1% | Mar 2026 |
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| Windsor Advisory Group | 40k | $918k | 100% | Dec 2025 |
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| Focused Alpha | 39k | $905k | 8% | Mar 2026 |
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| Quad-Cities Investment Group | 39k | $897k | -17% | Mar 2026 |
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| Beacon Financial Planning | 38k | $878k | 100% | Mar 2026 |
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| Carr Financial Group Corp | 38k | $871k | -40% | Mar 2026 |
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| Belpointe Asset Management | 37k | $837k | 0% | Mar 2026 |
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| Wrapmanager | 36k | $823k | 1% | Mar 2026 |
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| Rebalance | 35k | $807k | -27% | Mar 2026 |
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| Heartland Bank & Trust | 35k | $795k | 16% | Mar 2026 |
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| Kestra Advisory Services | 35k | $791k | 31% | Mar 2026 |
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| Sentinus | 32k | $722k | 18% | Mar 2026 |
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| 10Elms | 31k | $710k | 181% | Mar 2026 |
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| Koshinski Asset Management | 30k | $694k | 1% | Mar 2026 |
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| Hm Payson & Co | 30k | $693k | -1% | Mar 2026 |
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| Klaas Financial Asset Advisors | 29k | $666k | 3% | Mar 2026 |
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| Great Valley Advisor Group | 29k | $664k | 6% | Mar 2026 |
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| Golden Reserve Retirement | 29k | $653k | 134% | Mar 2026 |
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| Citadel Advisors | 28k | $648k | 9% | Mar 2026 |
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| Snowden Capital Advisors | 28k | $641k | 0% | Dec 2025 |
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| HighTower Advisors | 28k | $634k | 0% | Mar 2026 |
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| Helen Stephens Group | 26k | $593k | 31% | Mar 2026 |
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| Livet Wealth | 25k | $577k | 100% | Mar 2026 |
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| Summit Wealth Partners | 25k | $567k | -6% | Mar 2026 |
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| Montis Financial | 25k | $567k | -22% | Mar 2026 |
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| Magnus Financial Group | 24k | $543k | 100% | Mar 2026 |
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| HPM Partners | 23k | $534k | 100% | Mar 2026 |
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| Steward Partners Investment Advisory | 23k | $523k | 0% | Mar 2026 |
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| Austin Private Wealth | 22k | $506k | 10% | Dec 2025 |
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| Robertson Stephens Wealth Management | 22k | $496k | -8% | Mar 2026 |
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| MCF Advisors | 21k | $491k | 0% | Mar 2026 |
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| Occidental Asset Management | 21k | $483k | 14% | Mar 2026 |
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| Farther Finance Advisors | 20k | $463k | 37% | Mar 2026 |
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| Beacon Pointe Advisors | 20k | $463k | -32% | Dec 2025 |
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| River's Edge Wealth Management | 20k | $459k | 100% | Mar 2026 |
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| Stifel Financial | 19k | $435k | 6% | Mar 2026 |
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| Aprio Wealth Management | 19k | $429k | -19% | Mar 2026 |
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| AssuredPartners Investment Advisors | 18k | $413k | 100% | Mar 2026 |
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| Ellis Investment Partners | 17k | $400k | 100% | Mar 2026 |
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| Freestone Capital Holdings | 17k | $396k | -25% | Mar 2026 |
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| Focus Financial Network | 17k | $392k | 0% | Mar 2026 |
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| Principal Securities | 17k | $382k | -5% | Mar 2026 |
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| Captrust Financial Advisors | 16k | $379k | 47% | Dec 2025 |
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| Baird Financial | 16k | $378k | 0% | Dec 2025 |
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| Kastel Capital Advisors | 16k | $378k | 0% | Mar 2026 |
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| Summit Asset Management | 16k | $365k | 100% | Mar 2026 |
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| Flow Traders US | 16k | $361k | 57% | Mar 2026 |
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| Stockman Asset Management | 15k | $352k | 0% | Mar 2026 |
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| Johnson Bixby & Associates | 15k | $345k | 0% | Mar 2026 |
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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 | $324k | 0% | Mar 2026 |
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| Orion Capital Management | 14k | $321k | 0% | Mar 2026 |
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| Mayflower Financial Advisors | 14k | $321k | 0% | Mar 2026 |
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| Pamela Horwath | 14k | $315k | 0% | Mar 2026 |
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| Streettalk Advisors | 13k | $307k | -18% | Mar 2026 |
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| Spire Wealth Management | 13k | $304k | -49% | Mar 2026 |
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| Colony | 13k | $296k | 0% | Dec 2025 |
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| Creative Planning | 13k | $288k | -60% | Mar 2026 |
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| Tableaux | 12k | $279k | 33% | Mar 2026 |
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| Baron Silver Stevens Financial Advisors | 12k | $266k | 0% | Mar 2026 |
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| Sunbelt Securities | 11k | $262k | -8% | Mar 2026 |
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| Eldridge Investment Advisors | 11k | $260k | 22% | Mar 2026 |
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| Creative Financial Designs | 11k | $251k | 0% | Mar 2026 |
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| Two Sigma Securities | 11k | $249k | 100% | Mar 2026 |
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| Gts Securities | 11k | $248k | -50% | Dec 2025 |
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| Alaska Permanent Capital Management | 11k | $243k | 1% | Mar 2026 |
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| PW Nova Financial Services | 11k | $241k | 100% | Mar 2026 |
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| Prospera Financial Services | 10k | $238k | 19% | Mar 2026 |
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| Aegis Wealth Management | 10k | $231k | -1% | Mar 2026 |
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| Spartan Wealth Advisory Services | 10k | $228k | 100% | Mar 2026 |
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| New England Private Wealth Advisors | 9.9k | $228k | 1% | Mar 2026 |
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Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Goss Wealth Management | Dec 2025 | 225k | $5.2M |
| Rialto Wealth Management | Sep 2025 | 67k | $1.6M |
| Sightline Wealth Advisors | Dec 2025 | 39k | $896k |
| Headinvest | Dec 2025 | 32k | $738k |
| Mercer Global Advisors | Dec 2025 | 30k | $698k |
| Hobbs Group Advisors | Dec 2025 | 17k | $384k |
| Thoroughbred Financial Services | Dec 2025 | 12k | $271k |
| Wealth Enhancement Advisory Services | Dec 2025 | 11k | $250k |