Who owns ISHARES TR?

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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 1.7M $41M 13% Dec 2025
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Baltimore-Washington Financial Advisors 1.2M $28M 7% Dec 2025
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LPL Financial 919k $22M 37% Dec 2025
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Northwestern Mutual Wealth Management Company 874k $21M 169% Dec 2025
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Goss Wealth Management 796k $19M 4% Dec 2025
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Keeler THomas Management 415k $9.8M 1% Dec 2025
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Apollon Wealth Management 353k $8.4M 6% Dec 2025
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HighTower Advisors 348k $8.2M 4% Dec 2025
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Ironwood Wealth Management 346k $8.2M 13% Dec 2025
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Commonwealth Financial Services 339k $8.0M 4% Dec 2025
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Mutual Advisors 311k $7.4M 1% Dec 2025
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Royal Bank of Canada 245k $5.9M 23% Sep 2025
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Littlejohn Financial Services 207k $4.9M 3% Sep 2025
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Commonwealth Equity Services 200k $4.7M 1% Dec 2025
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Mid-American Wealth Advisory Group 157k $3.7M 100% Dec 2025
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Robertson Stephens Wealth Management 155k $3.7M 16% Dec 2025
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Cetera Investment Advisers 152k $3.6M 143% Dec 2025
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Wells Fargo & Company 145k $3.4M 3% Dec 2025
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Raymond James Financial 138k $3.3M 3% Sep 2025
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Straight Path Wealth Management 111k $2.6M 21% Sep 2025
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Cambridge Investment Research Advisors 89k $2.1M 8% Dec 2025
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Integrated Wealth Concepts 59k $1.4M 23% Dec 2025
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UBS Group 59k $1.4M 26% Dec 2025
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Kestra Private Wealth Services 56k $1.3M 14% Dec 2025
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Lido Advisors 52k $1.2M 0% Dec 2025
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Rialto Wealth Management 51k $1.2M 100% Dec 2025
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Rebalance 47k $1.1M 100% Dec 2025
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Focused Alpha 40k $951k 100% Dec 2025
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Wrapmanager 35k $826k -18% Dec 2025
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BlackRock 34k $805k 0% Sep 2025
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Mercer Global Advisors 32k $754k 26% Dec 2025
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Sightline Wealth Advisors 31k $731k -39% Dec 2025
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Headinvest 28k $671k 0% Dec 2025
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Thrivent Financial for Lutherans 28k $668k 132% Dec 2025
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Federation des caisses Desjardins du Quebec 28k $671k 100% Sep 2025
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Advisor Group Holdings 28k $665k 87% Dec 2025
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Heartland Bank & Trust 26k $609k 22% Sep 2025
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Kastel Capital Advisors 24k $558k 100% Dec 2025
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Austin Private Wealth 23k $546k 0% Dec 2025
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Penobscot Investment Management Company 21k $504k 100% Dec 2025
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Klaas Financial Asset Advisors 21k $489k 100% Dec 2025
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Freestone Capital Holdings 20k $484k 7% Dec 2025
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Great Valley Advisor Group 20k $478k 100% Dec 2025
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Helen Stephens Group 19k $459k 33% Dec 2025
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Beacon Pointe Advisors 19k $451k 5% Dec 2025
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Sentinus 19k $445k 0% Dec 2025
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Siligmueller & Norvid Wealth Advisors 19k $448k 100% Sep 2025
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Guidance Point Advisors 18k $421k 49% Dec 2025
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Old Mission Capital 17k $397k 91% Dec 2025
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IFP Advisors 17k $396k -62% Dec 2025
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Hobbs Group Advisors 16k $383k 100% Dec 2025
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Threadgill Financial 15k $789k 100% Dec 2025
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Oppenheimer & Co 15k $351k 100% Dec 2025
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Orion Capital Management 14k $332k 0% Dec 2025
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Stifel Financial 13k $299k 20% Dec 2025
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Stratos Wealth Partners 13k $298k 100% Dec 2025
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Captrust Financial Advisors 12k $280k 3% Sep 2025
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Evanson Asset Management 12k $274k 8% Dec 2025
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Cyr Financial 12k $273k -13% Dec 2025
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Reliant Wealth Planning 11k $269k 0% Dec 2025
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M3 Advisory Group 11k $264k 0% Dec 2025
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Spire Wealth Management 11k $256k 100% Dec 2025
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Private Advisor 11k $251k 1% Dec 2025
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Windsor Capital Management 10k $240k 100% Dec 2025
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Tableaux 10k $240k 13% Sep 2025
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Envestnet Asset Management 9.4k $223k 100% Dec 2025
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AE Wealth Management 9.4k $223k 29% Dec 2025
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Ellis Investment Partners 9.4k $222k 100% Dec 2025
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Level Four Advisory Services 8.8k $208k 100% Dec 2025
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Global Retirement Partners 8.4k $200k 1% Dec 2025
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GAMMA Investing 7.0k $165k 2% Dec 2025
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High Note Wealth 6.0k $143k 696% Dec 2025
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Cherry Tree Wealth Management 5.9k $141k 0% Sep 2025
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Principal Securities 5.1k $121k 2% Sep 2025
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Parallel Advisors 2.9k $69k 100% Dec 2025
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CNB Bank 2.2k $52k 100% Dec 2025
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Barrett & Company 1.9k $46k 0% Dec 2025
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International Assets Investment Management 1.6k $37k 100% Dec 2025
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Hurley Capital 1.2k $29M 100% Dec 2025
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Ronald Blue Trust 827.00 $20k 2% Dec 2025
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Hazlett, Burt & Watson 752.00 $18k 2% Dec 2025
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Farther Finance Advisors 696.00 $17k 0% Dec 2025
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CWM 670.00 $16k -33% Dec 2025
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Harbour Investments 542.00 $13k 0% Sep 2025
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Hm Payson & Co 420.00 $9.9k 0% Dec 2025
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Who sold out of Ishares Tr?

Fund or Company Name Date Sold Shares Held Valued At
Jane Street Sep 2025 161k $3.8M
Simplicity Wealth Sep 2025 21k $493k
EP Wealth Advisors Jun 2025 4.3k $102k