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 | 1.6M | $35M | 8% | Dec 2025 |
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| LPL Financial | 1.1M | $25M | 25% | Mar 2026 |
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| Threadgill Financial | 963k | $21M | 7073% | Mar 2026 |
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| Federation des caisses Desjardins du Quebec | 893k | $20M | -3% | Mar 2026 |
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| Wells Fargo & Company | 800k | $18M | -3% | Mar 2026 |
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| Advisor Group Holdings | 698k | $16M | -6% | Dec 2025 |
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| Bank of New York Mellon | 401k | $8.9M | 100% | Mar 2026 |
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| HighTower Advisors | 397k | $8.8M | 3% | Mar 2026 |
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| Commonwealth Financial Services | 388k | $8.6M | 7% | Mar 2026 |
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| UBS Group | 335k | $7.4M | 59% | Mar 2026 |
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| Old Mission Capital | 314k | $7.0M | 2586% | Dec 2025 |
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| Raymond James Financial | 277k | $6.2M | 38% | Dec 2025 |
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| Cetera Investment Advisers | 263k | $5.8M | 1% | Mar 2026 |
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| Bank of America Corporation | 249k | $5.5M | 100% | Mar 2026 |
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| J.w. Cole Advisors | 223k | $4.9M | 5% | Mar 2026 |
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| Morgan Stanley | 217k | $6.7M | 100% | Mar 2026 |
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| Mid-American Wealth Advisory Group | 209k | $4.7M | 0% | Mar 2026 |
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| Ironwood Wealth Management | 166k | $3.7M | 7% | Mar 2026 |
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| Kestra Private Wealth Services | 136k | $3.0M | 13% | Mar 2026 |
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| Keeler THomas Management | 134k | $3.0M | -70% | Mar 2026 |
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| Straight Path Wealth Management | 128k | $2.8M | 9% | Mar 2026 |
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| Carr Financial Group Corp | 120k | $2.7M | 38% | Mar 2026 |
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| Evexia Wealth | 117k | $2.6M | 17% | Mar 2026 |
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| Eight 31 Financial | 104k | $2.3M | -2% | Mar 2026 |
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| Royal Bank of Canada | 92k | $2.0M | 39% | Mar 2026 |
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| Penobscot Investment Management Company | 89k | $2.0M | 7% | Mar 2026 |
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| Lido Advisors | 83k | $1.8M | -11% | Mar 2026 |
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| Advisory Services Network | 82k | $1.8M | 2% | Dec 2025 |
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| Cambridge Investment Research Advisors | 75k | $1.7M | 12% | Mar 2026 |
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| Integrated Wealth Concepts | 73k | $1.6M | 1% | Mar 2026 |
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| BlackRock | 71k | $1.6M | 33% | Mar 2026 |
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| Rialto Wealth Management | 55k | $1.2M | 135% | Dec 2025 |
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| Centennial Advisors | 55k | $1.2M | -8% | Mar 2026 |
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| BridgePort Financial Solutions | 55k | $1.2M | -3% | Mar 2026 |
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| Foundations Investment Advisors | 55k | $1.2M | 132% | Mar 2026 |
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| IFP Advisors | 54k | $1.2M | 6% | Mar 2026 |
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| Walser Wealth Management Company, A Ltd Liability | 50k | $1.1M | 169% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 50k | $1.1M | -21% | Mar 2026 |
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| EP Wealth Advisors | 45k | $1.0M | 15% | Mar 2026 |
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| Stratos Wealth Partners | 45k | $994k | 31% | Mar 2026 |
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| Parallel Advisors | 43k | $946k | 33% | Mar 2026 |
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| Commonwealth Equity Services | 42k | $939k | -45% | Mar 2026 |
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| Focused Alpha | 42k | $921k | 4% | Mar 2026 |
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| AE Wealth Management | 41k | $909k | -7% | Mar 2026 |
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| Tempus Wealth Planning | 40k | $880k | 3% | Mar 2026 |
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| Thrivent Financial for Lutherans | 37k | $825k | 25% | Mar 2026 |
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| Wrapmanager | 37k | $822k | 1% | Mar 2026 |
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| Rebalance | 36k | $806k | -27% | Mar 2026 |
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| Heartland Bank & Trust | 36k | $789k | 7% | Mar 2026 |
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| Private Advisor | 35k | $763k | 7% | Mar 2026 |
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| BIP Wealth | 34k | $756k | 100% | Mar 2026 |
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| Jane Street | 33k | $723k | 100% | Mar 2026 |
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| HPM Partners | 32k | $704k | 100% | Mar 2026 |
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| Timber Creek Capital Management | 31k | $688k | 1% | Mar 2026 |
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| Austin Private Wealth | 30k | $679k | 0% | Dec 2025 |
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| Phillips Financial Management | 30k | $664k | 200% | Mar 2026 |
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| Bedel Financial Consulting | 30k | $660k | 100% | Mar 2026 |
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| Helen Stephens Group | 27k | $593k | 31% | Mar 2026 |
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| High Note Wealth | 26k | $582k | 146% | Mar 2026 |
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| Klaas Financial Asset Advisors | 26k | $581k | 4% | Mar 2026 |
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| Great Valley Advisor Group | 26k | $572k | 13% | Mar 2026 |
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| Guidance Point Advisors | 25k | $561k | 18% | Mar 2026 |
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| Global Retirement Partners | 25k | $563k | 1% | Dec 2025 |
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| Kastel Capital Advisors | 25k | $553k | 0% | Mar 2026 |
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| Madden Advisory Services | 24k | $538k | 121% | Mar 2026 |
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| Stifel Financial | 24k | $528k | 52% | Mar 2026 |
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| Csenge Advisory Group | 24k | $527k | 100% | Mar 2026 |
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| Citadel Advisors | 24k | $523k | 100% | Mar 2026 |
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| Mercer Global Advisors | 24k | $521k | -47% | Mar 2026 |
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| Headinvest | 21k | $458k | -43% | Mar 2026 |
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| Flow Traders US | 20k | $452k | 100% | Mar 2026 |
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| River's Edge Wealth Management | 20k | $435k | 100% | Mar 2026 |
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| Littlejohn Financial Services | 19k | $412k | 11% | Mar 2026 |
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| Cowa | 18k | $394k | 100% | Dec 2025 |
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| Captrust Financial Advisors | 17k | $368k | 34% | Dec 2025 |
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| Landing Point Financial Group | 16k | $364k | -21% | Mar 2026 |
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| Baird Financial | 16k | $352k | 1% | Dec 2025 |
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| Freestone Capital Holdings | 16k | $349k | -27% | Mar 2026 |
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| Mayflower Financial Advisors | 16k | $347k | 0% | Mar 2026 |
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| Kestra Advisory Services | 15k | $333k | 260% | Mar 2026 |
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| Orion Capital Management | 14k | $310k | 0% | Mar 2026 |
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| Belpointe Asset Management | 14k | $308k | -17% | Mar 2026 |
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| Pure Financial Advisors | 14k | $300k | 3% | Mar 2026 |
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| Baron Silver Stevens Financial Advisors | 13k | $297k | 0% | Mar 2026 |
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| Colony | 13k | $299k | 100% | Dec 2025 |
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| Tableaux | 13k | $294k | 46% | Mar 2026 |
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| TFR Capital | 13k | $289k | -5% | Mar 2026 |
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| Envestnet Asset Management | 12k | $275k | 100% | Mar 2026 |
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| Thoroughbred Financial Services | 12k | $274k | -43% | Mar 2026 |
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| Spartan Wealth Advisory Services | 12k | $260k | 100% | Mar 2026 |
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| Windsor Capital Management | 11k | $245k | 1% | Mar 2026 |
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| Pensionmark Financial Group | 11k | $244k | 1% | Mar 2026 |
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| Monticello Wealth Management | 10k | $229k | 100% | Mar 2026 |
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| Ashton Thomas Private Wealth | 10k | $229k | 0% | Mar 2026 |
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| Quantinno Capital Management | 10k | $229k | 0% | Mar 2026 |
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| High Falls Advisors | 10k | $229k | 100% | Dec 2025 |
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| Liberty Wealth Management | 9.8k | $218k | 10% | Mar 2026 |
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| Intentional Wealth Strategies | 9.4k | $208k | 100% | Mar 2026 |
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| KPP Advisory Services | 9.3k | $207k | 100% | Mar 2026 |
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| Arkadios Wealth Advisors | 9.3k | $205k | 100% | Mar 2026 |
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| Level Four Advisory Services | 9.2k | $205k | 100% | Dec 2025 |
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| Beacon Financial Planning | 9.2k | $203k | 100% | Mar 2026 |
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| Mutual Advisors | 9.1k | $203k | -97% | Mar 2026 |
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| Friedenthal Financial | 7.3k | $162k | -1% | Mar 2026 |
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| Activest Wealth Management | 6.7k | $149k | 100% | Mar 2026 |
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| International Assets Investment Management | 6.7k | $148k | 52% | Mar 2026 |
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| Fifth Third Bancorp | 6.1k | $134k | 100% | Mar 2026 |
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| Brian McDonald | 6.1k | $135k | 42% | Dec 2025 |
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| GAMMA Investing | 5.5k | $122k | -24% | Mar 2026 |
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| 10Elms | 5.3k | $116k | 0% | Mar 2026 |
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| National Bank Of Canada /fi/ | 5.2k | $117k | 100% | Dec 2025 |
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| Farther Finance Advisors | 5.0k | $111k | 1613% | Mar 2026 |
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| Spire Wealth Management | 2.9k | $64k | -82% | Mar 2026 |
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| Golden State Equity Partners | 2.8k | $61k | 100% | Mar 2026 |
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| CNB Bank | 2.3k | $50k | -1% | Mar 2026 |
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| Hurley Capital | 2.1k | $47k | -99% | Mar 2026 |
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| CWM | 1.8k | $41k | 0% | Dec 2025 |
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| Golden State Wealth Management | 1.7k | $38k | 100% | Mar 2026 |
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| Newbridge Financial Services Group | 1.6k | $35k | 0% | Mar 2026 |
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| Napier Financial | 1.5k | $34k | 100% | Mar 2026 |
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| CX Institutional | 929.00 | $21k | 1% | Mar 2026 |
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| Steward Partners Investment Advisory | 888.00 | $20k | 0% | Mar 2026 |
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| Ronald Blue Trust | 879.00 | $20k | 1% | Mar 2026 |
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| Hazlett, Burt & Watson | 801.00 | $18k | 1% | Mar 2026 |
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| Moisand Fitzgerald Tamayo | 800.00 | $18k | 0% | Mar 2026 |
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| VSM Wealth Advisory | 398.00 | $8.8k | 0% | Mar 2026 |
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| Cherry Tree Wealth Management | 225.00 | $5.0k | 0% | Mar 2026 |
|
| FMR | 74.00 | $1.7k | 40% | Dec 2025 |
|
| Harbour Investments | 71.00 | $1.6k | 0% | Mar 2026 |
|
Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Goss Wealth Management | Dec 2025 | 153k | $3.4M |
| Sightline Wealth Advisors | Dec 2025 | 36k | $806k |
| Jpmorgan Chase & Co | Sep 2025 | 34k | $772k |
| Creative Planning | Dec 2025 | 23k | $517k |
| Hobbs Group Advisors | Dec 2025 | 17k | $383k |
| SkyView Investment Advisors | Sep 2025 | 15k | $345k |
| Wealth Enhancement Advisory Services | Dec 2025 | 11k | $243k |
| Efficient Wealth Management | Dec 2025 | 1.6k | $36k |
| Hm Payson & Co | Dec 2025 | 444.00 | $9.9k |