Who owns ISHARES TR?
- Ticker: IBHG
- CUSIP Number: 46436e478
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 |
|---|---|---|---|---|---|
| LBMC Investment Advisors | 1.5M | $33M | 25% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 821k | $19M | 5% | Sep 2025 |
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| Advisor Group Holdings | 741k | $17M | -7% | Sep 2025 |
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| LPL Financial | 688k | $16M | 69% | Sep 2025 |
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| Wells Fargo & Company | 576k | $13M | 17% | Sep 2025 |
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| Keeler THomas Management | 435k | $9.8M | 1% | Sep 2025 |
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| Commonwealth Equity Services | 369k | $8.3M | -4% | Sep 2025 |
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| HighTower Advisors | 369k | $8.3M | 3% | Sep 2025 |
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| Commonwealth Financial Services | 363k | $8.1M | 4% | Dec 2025 |
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| Mutual Advisors | 326k | $7.3M | -3% | Dec 2025 |
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| J.w. Cole Advisors | 220k | $4.9M | 17% | Sep 2025 |
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| UBS Group | 211k | $4.7M | 686% | Dec 2025 |
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| Mid-American Wealth Advisory Group | 209k | $4.7M | 100% | Dec 2025 |
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| Raymond James Financial | 201k | $4.5M | 1% | Sep 2025 |
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| Cetera Investment Advisers | 192k | $4.3M | 174% | Sep 2025 |
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| Hurley Capital | 175k | $3.9M | 524% | Sep 2025 |
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| Ironwood Wealth Management | 155k | $3.5M | 18% | Dec 2025 |
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| Goss Wealth Management | 141k | $3.2M | 6% | Sep 2025 |
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| Kestra Private Wealth Services | 121k | $2.7M | 19% | Dec 2025 |
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| Straight Path Wealth Management | 108k | $2.4M | 18% | Sep 2025 |
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| Eight 31 Financial | 101k | $2.3M | 100% | Sep 2025 |
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| Evexia Wealth | 100k | $2.2M | 100% | Dec 2025 |
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| Lido Advisors | 93k | $2.1M | 0% | Dec 2025 |
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| Carr Financial Group Corp | 87k | $1.9M | 454% | Dec 2025 |
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| Penobscot Investment Management Company | 83k | $1.9M | 51% | Dec 2025 |
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| Advisory Services Network | 80k | $1.8M | 1% | Sep 2025 |
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| Integrated Wealth Concepts | 72k | $1.6M | 25% | Dec 2025 |
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| Cambridge Investment Research Advisors | 67k | $1.5M | 5% | Dec 2025 |
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| Royal Bank of Canada | 66k | $1.5M | 31% | Sep 2025 |
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| Centennial Advisors | 60k | $1.3M | 100% | Dec 2025 |
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| BridgePort Financial Solutions | 56k | $1.3M | -1% | Dec 2025 |
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| Rialto Wealth Management | 55k | $1.2M | 135% | Dec 2025 |
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| IFP Advisors | 51k | $1.1M | 2% | Dec 2025 |
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| Rebalance | 50k | $1.1M | 3% | Dec 2025 |
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| AE Wealth Management | 44k | $983k | 4% | Dec 2025 |
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| Mercer Global Advisors | 44k | $983k | 310% | Sep 2025 |
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| Focused Alpha | 40k | $896k | 100% | Dec 2025 |
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| Tempus Wealth Planning | 39k | $862k | 25% | Dec 2025 |
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| Wrapmanager | 37k | $825k | -17% | Dec 2025 |
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| Sightline Wealth Advisors | 36k | $806k | -42% | Dec 2025 |
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| Headinvest | 36k | $805k | 0% | Dec 2025 |
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| BlackRock | 36k | $798k | 0% | Sep 2025 |
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| Stratos Wealth Partners | 34k | $768k | 33% | Dec 2025 |
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| Jpmorgan Chase & Co | 34k | $772k | 100% | Sep 2025 |
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| Heartland Bank & Trust | 32k | $712k | 28% | Sep 2025 |
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| Timber Creek Capital Management | 31k | $690k | 100% | Dec 2025 |
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| Austin Private Wealth | 30k | $681k | 30% | Sep 2025 |
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| Federation des caisses Desjardins du Quebec | 30k | $670k | 100% | Sep 2025 |
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| Thoroughbred Financial Services | 28k | $637k | -19% | Sep 2025 |
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| Klaas Financial Asset Advisors | 25k | $565k | 19% | Dec 2025 |
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| Global Retirement Partners | 25k | $563k | 1% | Dec 2025 |
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| Landing Point Financial Group | 23k | $527k | 100% | Sep 2025 |
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| Parallel Advisors | 23k | $518k | 54% | Sep 2025 |
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| Private Advisor | 22k | $487k | 13% | Sep 2025 |
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| Freestone Capital Holdings | 22k | $481k | 7% | Dec 2025 |
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| Helen Stephens Group | 21k | $457k | 34% | Dec 2025 |
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| Hobbs Group Advisors | 17k | $383k | 100% | Dec 2025 |
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| Belpointe Asset Management | 17k | $376k | 65% | Dec 2025 |
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| Spire Wealth Management | 16k | $366k | 176% | Dec 2025 |
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| Thrivent Financial for Lutherans | 16k | $354k | 100% | Sep 2025 |
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| Mayflower Financial Advisors | 16k | $350k | 100% | Dec 2025 |
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| Baird Financial | 16k | $349k | 8% | Sep 2025 |
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| Orion Capital Management | 14k | $315k | 27% | Sep 2025 |
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| TFR Capital | 14k | $307k | 0% | Dec 2025 |
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| Threadgill Financial | 13k | $861k | 100% | Dec 2025 |
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| Baron Silver Stevens Financial Advisors | 13k | $299k | 0% | Dec 2025 |
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| Pure Financial Advisors | 13k | $293k | 100% | Dec 2025 |
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| Stifel Financial | 12k | $277k | 1% | Sep 2025 |
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| Captrust Financial Advisors | 12k | $276k | 3% | Sep 2025 |
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| Littlejohn Financial Services | 12k | $275k | 0% | Sep 2025 |
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| Old Mission Capital | 12k | $263k | -32% | Sep 2025 |
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| Tableaux | 12k | $262k | 6% | Sep 2025 |
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| Guidance Point Advisors | 11k | $252k | 100% | Sep 2025 |
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| Pensionmark Financial Group | 11k | $179k | 100% | Dec 2025 |
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| Windsor Capital Management | 11k | $243k | -10% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 11k | $243k | 0% | Dec 2025 |
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| High Note Wealth | 11k | $239k | 202% | Dec 2025 |
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| Ashton Thomas Private Wealth | 10k | $231k | 0% | Dec 2025 |
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| Quantinno Capital Management | 10k | $233k | 100% | Sep 2025 |
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| Phillips Financial Management | 10k | $223k | 100% | Dec 2025 |
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| Citadel Advisors | 9.5k | $213k | 100% | Sep 2025 |
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| Madden Advisory Services | 9.2k | $207k | 100% | Sep 2025 |
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| Liberty Wealth Management | 9.0k | $200k | 100% | Dec 2025 |
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| Friedenthal Financial | 7.4k | $166k | 100% | Dec 2025 |
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| GAMMA Investing | 7.2k | $162k | 2% | Dec 2025 |
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| Brian McDonald | 6.1k | $135k | 42% | Dec 2025 |
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| 10Elms | 5.3k | $118k | 11% | Sep 2025 |
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| Kestra Advisory Services | 4.2k | $93k | 100% | Dec 2025 |
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| CWM | 1.8k | $41k | 0% | Dec 2025 |
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| Efficient Wealth Management | 1.6k | $36k | 100% | Dec 2025 |
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| Newbridge Financial Services Group | 1.6k | $36k | 0% | Sep 2025 |
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| CX Institutional | 920.00 | $21k | 2% | Dec 2025 |
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| Principal Securities | 902.00 | $20k | 0% | Sep 2025 |
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| Steward Partners Investment Advisory | 888.00 | $20k | 0% | Sep 2025 |
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| Ronald Blue Trust | 871.00 | $19k | 2% | Dec 2025 |
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| Moisand Fitzgerald Tamayo | 800.00 | $18k | 0% | Dec 2025 |
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| Hazlett, Burt & Watson | 795.00 | $18k | 2% | Dec 2025 |
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| Harbour Investments | 570.00 | $13k | 0% | Sep 2025 |
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| Hm Payson & Co | 444.00 | $10k | 100% | Sep 2025 |
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| VSM Wealth Advisory | 398.00 | $9.0k | 0% | Sep 2025 |
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| Farther Finance Advisors | 294.00 | $6.6k | 0% | Dec 2025 |
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| Cherry Tree Wealth Management | 225.00 | $5.1k | 0% | Sep 2025 |
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| Hartland & Co | 196.00 | $4.4k | 100% | Sep 2025 |
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| FMR | 53.00 | $1.2k | -18% | 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 | 55k | $1.2M |
| Consolidated Portfolio Review Corp | Sep 2025 | 23k | $522k |
| Jane Street | Jun 2025 | 22k | $492k |
| Envestnet Asset Management | Jun 2025 | 13k | $293k |
| Cyr Financial | Sep 2025 | 10k | $232k |
| Beacon Pointe Advisors | Jun 2025 | 9.5k | $215k |