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 |
|---|---|---|---|---|---|
| UBS Group | 1.8M | $40M | 440% | Jun 2026 |
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| LBMC Investment Advisors | 1.8M | $39M | 10% | Jun 2026 |
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| Arrow Financial Corp. | 1.5M | $33M | 100% | Jun 2026 |
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| LPL Financial | 1.3M | $28M | 9% | Jun 2026 |
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| Wells Fargo & Company | 810k | $18M | 1% | Jun 2026 |
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| Federation des caisses Desjardins du Quebec | 782k | $17M | -12% | Jun 2026 |
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| Raymond James Financial | 402k | $8.9M | 23% | Jun 2026 |
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| Bank of America Corporation | 259k | $5.7M | 4% | Jun 2026 |
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| Cetera Investment Advisers | 255k | $5.6M | -3% | Jun 2026 |
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| Morgan Stanley | 217k | $6.7M | 13% | Mar 2026 |
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| J.w. Cole Advisors | 214k | $4.7M | -4% | Jun 2026 |
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| Concurrent Investment Advisors | 203k | $4.5M | 100% | Jun 2026 |
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| Ironwood Wealth Management | 199k | $4.4M | 20% | Jun 2026 |
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| BlackRock | 196k | $4.3M | 177% | Jun 2026 |
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| Kestra Private Wealth Services | 196k | $4.3M | 44% | Jun 2026 |
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| Mid-American Wealth Advisory Group | 196k | $4.3M | -6% | Jun 2026 |
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| Goss Wealth Management | 186k | $4.1M | 11% | Jun 2026 |
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| Carr Financial Group Corp | 151k | $3.3M | 26% | Jun 2026 |
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| Straight Path Wealth Management | 135k | $3.0M | 6% | Jun 2026 |
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| Jane Street | 134k | $3.0M | 310% | Jun 2026 |
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| Commonwealth Financial Services | 120k | $2.7M | -69% | Jun 2026 |
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| Penobscot Investment Management Company | 113k | $2.5M | 27% | Jun 2026 |
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| Eight 31 Financial | 107k | $2.4M | 3% | Jun 2026 |
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| Private Advisor | 100k | $2.2M | 189% | Jun 2026 |
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| Integrated Wealth Concepts | 92k | $2.0M | 25% | Jun 2026 |
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| Royal Bank of Canada | 90k | $2.0M | -2% | Jun 2026 |
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| Old Mission Capital | 87k | $1.9M | -36% | Jun 2026 |
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| Cambridge Investment Research Advisors | 85k | $1.9M | 13% | Jun 2026 |
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| Evexia Wealth | 80k | $1.8M | -31% | Jun 2026 |
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| Foundations Investment Advisors | 80k | $1.8M | 47% | Jun 2026 |
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| Advisory Services Network | 78k | $1.7M | 1% | Jun 2026 |
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| Walser Wealth Management Company, A Ltd Liability | 76k | $1.7M | 52% | Jun 2026 |
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| Parallel Advisors | 70k | $1.6M | 65% | Jun 2026 |
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| Keeler THomas Management | 68k | $1.5M | -50% | Jun 2026 |
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| Centennial Advisors | 61k | $1.4M | 12% | Jun 2026 |
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| Lido Advisors | 57k | $1.3M | -31% | Jun 2026 |
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| Advisor Group Holdings | 56k | $1.2M | 105% | Jun 2026 |
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| Stratos Wealth Partners | 55k | $1.2M | 22% | Jun 2026 |
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| BridgePort Financial Solutions | 55k | $1.2M | 0% | Jun 2026 |
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| Collaborative Fund Advisors | 53k | $1.2M | 100% | Jun 2026 |
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| IFP Advisors | 53k | $1.2M | -2% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 48k | $1.1M | -3% | Jun 2026 |
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| Focused Alpha | 48k | $1.1M | 15% | Jun 2026 |
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| Action Point Financial Planning | 48k | $1.1M | 100% | Jun 2026 |
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| Thrivent Financial for Lutherans | 45k | $999k | 21% | Jun 2026 |
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| High Note Wealth | 44k | $975k | 68% | Jun 2026 |
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| Helen Stephens Group | 44k | $964k | 63% | Jun 2026 |
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| Littlejohn Financial Services | 43k | $947k | 130% | Jun 2026 |
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| Commonwealth Equity Services | 42k | $922k | -2% | Jun 2026 |
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| Cowa | 41k | $910k | 5% | Jun 2026 |
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| AE Wealth Management | 40k | $880k | -3% | Jun 2026 |
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| Bedel Financial Consulting | 39k | $861k | 31% | Jun 2026 |
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| BIP Wealth | 37k | $822k | 9% | Jun 2026 |
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| Beese Fulmer Investment Management | 37k | $817k | 100% | Jun 2026 |
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| EP Wealth Advisors | 37k | $816k | -19% | Jun 2026 |
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| Rebalance | 37k | $815k | 1% | Jun 2026 |
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| Timber Creek Capital Management | 36k | $794k | 16% | Jun 2026 |
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| Heartland Bank & Trust | 36k | $789k | 7% | Mar 2026 |
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| Baird Financial | 34k | $751k | 36% | Jun 2026 |
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| Wrapmanager | 33k | $733k | -11% | Jun 2026 |
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| Guidance Point Advisors | 31k | $693k | 24% | Jun 2026 |
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| Phillips Financial Management | 30k | $662k | 0% | Jun 2026 |
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| Great Valley Advisor Group | 27k | $597k | 5% | Jun 2026 |
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| HPM Partners | 27k | $597k | -15% | Jun 2026 |
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| Klaas Financial Asset Advisors | 27k | $594k | 2% | Jun 2026 |
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| Stifel Financial | 27k | $587k | 11% | Jun 2026 |
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| Belpointe Asset Management | 25k | $560k | 82% | Jun 2026 |
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| Madden Advisory Services | 25k | $559k | 4% | Jun 2026 |
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| Rialto Wealth Management | 25k | $555k | -20% | Jun 2026 |
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| Kastel Capital Advisors | 25k | $550k | 0% | Jun 2026 |
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| Csenge Advisory Group | 25k | $543k | 3% | Jun 2026 |
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| Tempus Wealth Planning | 24k | $538k | -39% | Jun 2026 |
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| Global Retirement Partners | 22k | $480k | -14% | Jun 2026 |
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| TCG Advisory Services | 22k | $476k | 100% | Jun 2026 |
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| River's Edge Wealth Management | 20k | $434k | 1% | Jun 2026 |
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| Mercer Global Advisors | 19k | $420k | -19% | Jun 2026 |
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| Captrust Financial Advisors | 19k | $418k | 0% | Jun 2026 |
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| HighTower Advisors | 19k | $413k | -95% | Jun 2026 |
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| Citadel Advisors | 18k | $406k | -22% | Jun 2026 |
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| Thoroughbred Financial Services | 18k | $400k | 46% | Jun 2026 |
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| Beacon Pointe Advisors | 18k | $398k | 100% | Jun 2026 |
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| Farther Finance Advisors | 18k | $389k | 250% | Jun 2026 |
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| Kestra Advisory Services | 17k | $377k | 14% | Jun 2026 |
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| Mayflower Financial Advisors | 16k | $346k | 0% | Jun 2026 |
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| Orion Capital Management | 15k | $333k | 8% | Jun 2026 |
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| Windsor Capital Management | 15k | $329k | 35% | Jun 2026 |
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| Beacon Financial Planning | 14k | $317k | 56% | Jun 2026 |
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| Landing Point Financial Group | 14k | $312k | -14% | Jun 2026 |
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| Bank of New York Mellon | 14k | $309k | -97% | Jun 2026 |
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| Equitable Holdings | 14k | $309k | 100% | Jun 2026 |
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| GAMMA Investing | 14k | $303k | 148% | Jun 2026 |
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| Colony | 13k | $295k | 0% | Jun 2026 |
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| Pure Financial Advisors | 13k | $289k | -3% | Jun 2026 |
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| TFR Capital | 13k | $283k | -2% | Jun 2026 |
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| Tableaux | 12k | $258k | -12% | Jun 2026 |
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| Wick Capital Partners | 11k | $251k | 100% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 11k | $238k | 100% | Jun 2026 |
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| Cornerstone Wealth Management | 11k | $232k | 100% | Jun 2026 |
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| Monticello Wealth Management | 10k | $229k | 0% | Jun 2026 |
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| Ashton Thomas Private Wealth | 10k | $229k | 0% | Jun 2026 |
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| Quantinno Capital Management | 10k | $229k | 0% | Jun 2026 |
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| Level Four Advisory Services | 10k | $225k | 11% | Jun 2026 |
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| Envestnet Asset Management | 10k | $223k | -19% | Jun 2026 |
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| Mutual Advisors | 10k | $220k | 9% | Jun 2026 |
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| Liberty Wealth Management | 9.8k | $218k | 0% | Jun 2026 |
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| Pensionmark Financial Group | 9.8k | $217k | -11% | Jun 2026 |
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| KPP Advisory Services | 9.6k | $213k | 3% | Jun 2026 |
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| Headinvest | 9.3k | $206k | -55% | Jun 2026 |
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| Warren Averett Asset Management | 9.3k | $204k | 100% | Jun 2026 |
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| Arkadios Wealth Advisors | 9.3k | $204k | 0% | Jun 2026 |
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| 10Elms | 7.6k | $167k | 44% | Jun 2026 |
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| Wormser Freres Gestion | 7.3k | $160k | 100% | Jun 2026 |
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| Friedenthal Financial | 7.1k | $156k | -3% | Jun 2026 |
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| Activest Wealth Management | 6.7k | $149k | 0% | Jun 2026 |
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| International Assets Investment Management | 6.7k | $148k | 0% | Jun 2026 |
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| Fifth Third Bancorp | 6.1k | $134k | 0% | Jun 2026 |
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| Spire Wealth Management | 2.9k | $64k | 0% | Jun 2026 |
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| IFG Advisory | 2.5k | $55k | 100% | Jun 2026 |
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| Hurley Capital | 2.4k | $53k | 13% | Jun 2026 |
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| CNB Bank | 2.4k | $52k | 4% | Jun 2026 |
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| CWM | 1.8k | $41k | 0% | Mar 2026 |
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| Golden State Wealth Management | 1.7k | $38k | 1% | Jun 2026 |
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| Newbridge Financial Services Group | 1.6k | $35k | 0% | Jun 2026 |
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| Napier Financial | 1.5k | $34k | 0% | Jun 2026 |
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| Ronald Blue Trust | 892.00 | $20k | 1% | Jun 2026 |
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| Steward Partners Investment Advisory | 888.00 | $20k | 0% | Jun 2026 |
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| Moisand Fitzgerald Tamayo | 800.00 | $18k | 0% | Jun 2026 |
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| VSM Wealth Advisory | 398.00 | $8.8k | 0% | Jun 2026 |
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| Cherry Tree Wealth Management | 225.00 | $5.0k | 0% | Mar 2026 |
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| Harbour Investments | 71.00 | $1.6k | 0% | Jun 2026 |
|
| FMR | 41.00 | $899.999200 | -96% | Jun 2026 |
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Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Threadgill Financial | Mar 2026 | 963k | $21M |
| Flow Traders US | Mar 2026 | 20k | $452k |
| Freestone Capital Holdings | Mar 2026 | 16k | $349k |
| Baron Silver Stevens Financial Advisors | Mar 2026 | 13k | $297k |
| Spartan Wealth Advisory Services | Mar 2026 | 12k | $260k |
| Intentional Wealth Strategies | Mar 2026 | 9.4k | $208k |
| National Bank Of Canada /fi/ | Mar 2026 | 3.0k | $66k |
| Golden State Equity Partners | Mar 2026 | 2.8k | $61k |
| CX Institutional | Mar 2026 | 929.00 | $21k |
| Hazlett, Burt & Watson | Mar 2026 | 801.00 | $18k |