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 1.1M $26M 20% Mar 2026
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Northwestern Mutual Wealth Management Company 887k $21M 1% Mar 2026
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Threadgill Financial 869k $20M 5753% Mar 2026
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Federation des caisses Desjardins du Quebec 849k $20M -3% Mar 2026
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Morgan Stanley 498k $12M 100% Mar 2026
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Ironwood Wealth Management 365k $8.6M 6% Mar 2026
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Commonwealth Financial Services 361k $8.5M 6% Mar 2026
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HighTower Advisors 360k $8.5M 4% Mar 2026
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Mutual Advisors 333k $7.8M 7% Mar 2026
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Royal Bank of Canada 258k $6.1M 5% Mar 2026
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Chicago Partners Investment 213k $5.0M 100% Mar 2026
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Littlejohn Financial Services 213k $5.0M -2% Mar 2026
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Wells Fargo & Company 210k $4.9M 45% Mar 2026
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Bank of America Corporation 210k $4.9M 100% Mar 2026
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Raymond James Financial 185k $4.4M 35% Dec 2025
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Stratos Wealth Partners 168k $3.9M 1233% Mar 2026
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Mid-American Wealth Advisory Group 157k $3.7M 0% Mar 2026
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Commonwealth Equity Services 155k $3.6M -23% Mar 2026
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Cetera Investment Advisers 152k $3.6M 0% Mar 2026
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Straight Path Wealth Management 128k $3.0M 6% Mar 2026
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Keeler THomas Management 126k $3.0M -70% Mar 2026
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Robertson Stephens Wealth Management 124k $2.9M -20% Mar 2026
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Cambridge Investment Research Advisors 106k $2.5M 18% Mar 2026
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Penobscot Investment Management Company 72k $1.7M 237% Mar 2026
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Kestra Private Wealth Services 71k $1.7M 26% Mar 2026
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Jane Street 69k $1.6M 100% Mar 2026
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BlackRock 67k $1.6M 33% Mar 2026
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UBS Group 59k $1.4M 1% Mar 2026
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Integrated Wealth Concepts 57k $1.3M -3% Mar 2026
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Rialto Wealth Management 51k $1.2M 100% Dec 2025
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Lido Advisors 47k $1.1M -9% Mar 2026
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Focused Alpha 42k $974k 3% Mar 2026
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Wrapmanager 35k $819k 0% Mar 2026
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Thrivent Financial for Lutherans 34k $799k 21% Mar 2026
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Rebalance 34k $798k -27% Mar 2026
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Heartland Bank & Trust 31k $721k 15% Mar 2026
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Citadel Advisors 30k $705k 100% Mar 2026
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Advisor Group Holdings 28k $665k 87% Dec 2025
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HPM Partners 24k $572k 100% Mar 2026
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Guidance Point Advisors 24k $568k 36% Mar 2026
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Sentinus 24k $565k 28% Mar 2026
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Stifel Financial 24k $561k 89% Mar 2026
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Kastel Capital Advisors 24k $558k 0% Mar 2026
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Austin Private Wealth 23k $546k 0% Dec 2025
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Great Valley Advisor Group 23k $540k 14% Mar 2026
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Helen Stephens Group 22k $506k 11% Mar 2026
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Klaas Financial Asset Advisors 21k $501k 3% Mar 2026
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High Note Wealth 21k $501k 253% Mar 2026
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First Western Trust Bank 21k $487k 100% Mar 2026
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IFP Advisors 21k $483k 23% Mar 2026
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Beese Fulmer Investment Management 20k $476k 100% Mar 2026
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Headinvest 20k $470k -29% Mar 2026
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Envestnet Asset Management 20k $461k 108% Mar 2026
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Mercer Global Advisors 19k $451k -40% Mar 2026
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Beacon Pointe Advisors 19k $451k 5% Dec 2025
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Madden Advisory Services 18k $411k 100% Mar 2026
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River's Edge Wealth Management 17k $408k 100% Mar 2026
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Old Mission Capital 17k $397k 91% Dec 2025
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Foundations Investment Advisors 16k $366k 100% Mar 2026
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Captrust Financial Advisors 16k $367k 32% Dec 2025
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Freestone Capital Holdings 15k $350k -27% Mar 2026
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Oppenheimer & Co 15k $348k 0% Mar 2026
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Orion Capital Management 14k $329k 0% Mar 2026
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Tableaux 13k $310k 44% Mar 2026
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Reliant Wealth Planning 11k $267k 0% Mar 2026
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Walser Wealth Management Company, A Ltd Liability 11k $262k 100% Mar 2026
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M3 Advisory Group 11k $261k 0% Mar 2026
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Ellis Investment Partners 11k $256k 16% Mar 2026
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Private Advisor 10k $245k -2% Mar 2026
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Windsor Capital Management 10k $239k 0% Mar 2026
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Segment Wealth Management 10k $234k 100% Mar 2026
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Cyr Financial 9.9k $233k -14% Mar 2026
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Monticello Wealth Management 9.7k $228k 100% Mar 2026
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Sanctuary Advisors 9.5k $223k 100% Mar 2026
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Flow Traders US 9.4k $220k 100% Mar 2026
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Level Four Advisory Services 8.8k $208k 100% Dec 2025
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OneAscent Financial Services 8.6k $202k 100% Mar 2026
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Global Retirement Partners 8.4k $200k 1% Dec 2025
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Golden State Equity Partners 8.0k $188k 100% Mar 2026
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AE Wealth Management 7.7k $181k -18% Mar 2026
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Parallel Advisors 6.1k $143k 108% Mar 2026
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Cherry Tree Wealth Management 5.7k $134k -4% Mar 2026
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GAMMA Investing 5.5k $129k -21% Mar 2026
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Farther Finance Advisors 4.9k $115k 609% Mar 2026
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Spire Wealth Management 2.6k $61k -76% Mar 2026
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SageView Advisory Group 2.5k $60k 100% Dec 2025
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Napier Financial 2.2k $52k 100% Mar 2026
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CNB Bank 2.2k $51k -1% Mar 2026
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International Assets Investment Management 2.1k $49k 34% Mar 2026
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Barrett & Company 1.9k $45k 0% Mar 2026
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Hurley Capital 1.6k $39k 34% Mar 2026
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Ronald Blue Trust 835.00 $20k 1% Mar 2026
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Hazlett, Burt & Watson 760.00 $18k 1% Mar 2026
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Intentional Wealth Strategies 731.00 $17k 100% Mar 2026
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CWM 670.00 $16k -33% Dec 2025
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Hm Payson & Co 420.00 $9.9k 0% Mar 2026
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Harbour Investments 68.00 $1.6k 0% Mar 2026
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Who sold out of Ishares Tr?

Fund or Company Name Date Sold Shares Held Valued At
Goss Wealth Management Dec 2025 796k $19M
Apollon Wealth Management Dec 2025 353k $8.4M
Sightline Wealth Advisors Dec 2025 31k $731k
Hobbs Group Advisors Dec 2025 16k $383k
Evanson Asset Management Dec 2025 12k $274k
Advisory Services Network Sep 2025 147.00 $3.5k