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 |
|---|---|---|---|---|---|
| Commonwealth Equity Services | 366k | $8.3M | -14% | Sep 2024 |
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| LBMC Investment Advisors | 347k | $7.8M | 78% | Sep 2024 |
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| Commonwealth Financial Services | 340k | $7.6M | 5% | Sep 2024 |
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| HighTower Advisors | 332k | $7.3M | 100% | Jun 2024 |
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| LPL Financial | 312k | $7.0M | 20% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 211k | $4.8M | 30% | Sep 2024 |
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| Bank of America Corporation | 144k | $3.2M | 22% | Sep 2024 |
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| GAMMA Investing | 127k | $2.9M | 285% | Sep 2024 |
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| Morgan Stanley | 107k | $2.4M | 17% | Jun 2024 |
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| Lido Advisors | 78k | $1.7M | 44% | Jun 2024 |
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| Straight Path Wealth Management | 69k | $1.6M | 6% | Sep 2024 |
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| IFP Advisors | 64k | $1.4M | 12% | Jun 2024 |
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| Goss Wealth Management | 59k | $1.3M | -28% | Jun 2024 |
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| Royal Bank of Canada | 52k | $1.2M | 61% | Sep 2024 |
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| Raymond James & Associates | 50k | $1.1M | 26% | Sep 2024 |
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| Integrated Wealth Concepts | 47k | $1.1M | 3% | Sep 2024 |
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| Wrapmanager | 46k | $1.0M | 16% | Sep 2024 |
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| Robertson Stephens Wealth Management | 45k | $1.0M | -42% | Sep 2024 |
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| Cambridge Investment Research Advisors | 43k | $966k | 51% | Sep 2024 |
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| Sightline Wealth Advisors | 42k | $939k | 75% | Sep 2024 |
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| Ironwood Wealth Management | 41k | $925k | 53% | Sep 2024 |
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| Thoroughbred Financial Services | 40k | $910k | -9% | Sep 2024 |
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| Wells Fargo & Company | 36k | $809k | -7% | Sep 2024 |
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| Advisor Group Holdings | 34k | $767k | 26% | Sep 2024 |
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| M3 Advisory Group | 33k | $752k | 15% | Sep 2024 |
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| Kestra Private Wealth Services | 33k | $750k | 38% | Sep 2024 |
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| Cetera Investment Advisers | 33k | $715k | 33% | Jun 2024 |
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| Headinvest | 28k | $635k | 100% | Sep 2024 |
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| Marble Harbor Investment Counsel | 28k | $633k | 0% | Sep 2024 |
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| AE Wealth Management | 23k | $510k | 135% | Sep 2024 |
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| Global Retirement Partners | 20k | $444k | 17% | Sep 2024 |
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| Austin Private Wealth | 18k | $413k | 6% | Sep 2024 |
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| Consolidated Portfolio Review Corp | 15k | $334k | 20% | Jun 2024 |
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| Raymond James Financial Services Advisors | 15k | $337k | 100% | Sep 2024 |
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| Jane Street | 12k | $271k | -84% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 11k | $231k | 0% | Jun 2024 |
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| Summit Wealth Partners | 10k | $225k | 100% | Sep 2024 |
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| Bbjs Financial Advisors | 9.8k | $222k | 0% | Sep 2024 |
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| Mutual Advisors | 9.5k | $214k | -35% | Sep 2024 |
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| Windsor Capital Management | 9.4k | $213k | 100% | Sep 2024 |
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| Thrivent Financial for Lutherans | 9.4k | $212k | 100% | Sep 2024 |
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| Jpmorgan Chase & Co | 5.2k | $118k | -68% | Sep 2024 |
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| CWM | 2.7k | $60k | 0% | Sep 2024 |
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| Newbridge Financial Services Group | 1.6k | $36k | 0% | Sep 2024 |
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| Principal Securities | 902.00 | $20k | 0% | Sep 2024 |
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| Moisand Fitzgerald Tamayo | 800.00 | $18k | 0% | Sep 2024 |
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| Cherry Tree Wealth Management | 225.00 | $5.1k | 0% | Sep 2024 |
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Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Krilogy Financial | Jun 2024 | 43k | $945k |
| PFG Investments | Mar 2024 | 13k | $282k |
| International Assets Investment Management | Jun 2024 | 705.00 | $16k |
| Bradley & Co. Private Wealth Management | Mar 2024 | 315.00 | $7.0k |