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 1.9M $46M 11% Jun 2026
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Northwestern Mutual Wealth Management Company 1.4M $33M 57% Jun 2026
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Baltimore-Washington Financial Advisors 1.3M $31M 4% Jun 2026
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LPL Financial 1.1M $27M 3% Jun 2026
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Goss Wealth Management 795k $19M 5% Jun 2026
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Federation des caisses Desjardins du Quebec 744k $18M -12% Jun 2026
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Morgan Stanley 498k $12M -14% Mar 2026
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Ironwood Wealth Management 417k $9.7M 14% Jun 2026
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Mutual Advisors 368k $8.7M 11% Jun 2026
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Raymond James Financial 302k $7.1M 22% Jun 2026
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Royal Bank of Canada 273k $6.4M 6% Jun 2026
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Bank of America Corporation 235k $5.5M 12% Jun 2026
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Littlejohn Financial Services 216k $5.1M 1% Jun 2026
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Wells Fargo & Company 197k $4.6M -6% Jun 2026
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BlackRock 184k $4.3M 173% Jun 2026
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Stratos Wealth Partners 169k $4.0M 1% Jun 2026
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Cetera Investment Advisers 144k $3.4M -5% Jun 2026
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Straight Path Wealth Management 137k $3.2M 7% Jun 2026
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Commonwealth Equity Services 133k $3.1M -14% Jun 2026
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Kestra Private Wealth Services 127k $3.0M 81% Jun 2026
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Old Mission Capital 114k $2.7M 721% Jun 2026
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Robertson Stephens Wealth Management 108k $2.5M -13% Jun 2026
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Rialto Wealth Management 107k $2.5M 0% Jun 2026
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Commonwealth Financial Services 106k $2.5M -71% Jun 2026
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Cambridge Investment Research Advisors 105k $2.5M -1% Jun 2026
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Jane Street 100k $2.3M 45% Jun 2026
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Penobscot Investment Management Company 98k $2.3M 37% Jun 2026
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First Western Trust Bank 71k $1.7M 242% Jun 2026
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Integrated Wealth Concepts 65k $1.5M 14% Jun 2026
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UBS Group 65k $1.5M 9% Jun 2026
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Keeler THomas Management 63k $1.5M -50% Jun 2026
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Action Point Financial Planning 57k $1.3M 100% Jun 2026
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Advisor Group Holdings 48k $1.1M 80% Jun 2026
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Focused Alpha 47k $1.1M 13% Jun 2026
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Thrivent Financial for Lutherans 42k $993k 24% Jun 2026
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Lido Advisors 41k $957k -14% Jun 2026
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High Note Wealth 39k $920k 84% Jun 2026
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Parallel Advisors 39k $913k 539% Jun 2026
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Helen Stephens Group 37k $879k 74% Jun 2026
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Guidance Point Advisors 36k $839k 48% Jun 2026
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Rebalance 35k $811k 2% Jun 2026
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Foundations Investment Advisors 32k $743k 103% Jun 2026
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Wrapmanager 31k $734k -11% Jun 2026
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Heartland Bank & Trust 31k $721k 15% Mar 2026
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Walser Wealth Management Company, A Ltd Liability 27k $639k 144% Jun 2026
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Stifel Financial 27k $636k 13% Jun 2026
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Beacon Pointe Advisors 25k $597k 22% Jun 2026
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Beese Fulmer Investment Management 24k $566k 19% Jun 2026
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Kastel Capital Advisors 24k $556k 0% Jun 2026
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Great Valley Advisor Group 23k $550k 2% Jun 2026
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HPM Partners 22k $523k -9% Jun 2026
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Talisman Wealth Advisors 22k $1.5M 100% Jun 2026
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Klaas Financial Asset Advisors 22k $510k 2% Jun 2026
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Concurrent Investment Advisors 21k $502k 100% Jun 2026
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Sentinus 20k $472k -17% Jun 2026
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IFP Advisors 19k $455k -6% Jun 2026
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J.w. Cole Advisors 19k $454k 100% Jun 2026
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Madden Advisory Services 18k $433k 5% Jun 2026
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Captrust Financial Advisors 18k $424k 1% Jun 2026
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Baird Financial 18k $410k 55% Jun 2026
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River's Edge Wealth Management 17k $408k 1% Jun 2026
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Colony 16k $381k 100% Jun 2026
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Mercer Global Advisors 15k $354k -22% Jun 2026
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Windsor Capital Management 15k $342k 43% Jun 2026
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Orion Capital Management 14k $329k 0% Jun 2026
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Belpointe Asset Management 14k $319k 100% Jun 2026
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Citadel Advisors 14k $317k -55% Jun 2026
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TFR Capital 13k $310k 100% Jun 2026
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GAMMA Investing 13k $304k 135% Jun 2026
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Oppenheimer & Co 12k $283k -19% Jun 2026
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Envestnet Asset Management 12k $281k -39% Jun 2026
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Tableaux 12k $278k -11% Jun 2026
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Segment Wealth Management 12k $275k 17% Jun 2026
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Ellis Investment Partners 12k $269k 5% Jun 2026
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Reliant Wealth Planning 11k $267k 0% Jun 2026
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Freestone Capital Holdings 11k $263k -25% Jun 2026
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Cyr Financial 10k $244k 5% Jun 2026
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Level Four Advisory Services 9.7k $229k 11% Jun 2026
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Monticello Wealth Management 9.7k $228k 0% Jun 2026
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Sanctuary Advisors 9.5k $224k 0% Jun 2026
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KPP Advisory Services 9.5k $224k 100% Jun 2026
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Cornerstone Wealth Management 9.0k $211k 100% Jun 2026
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EP Wealth Advisors 8.8k $206k 100% Jun 2026
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Equitable Holdings 8.6k $202k 100% Jun 2026
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Global Retirement Partners 7.3k $172k -13% Jun 2026
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AE Wealth Management 7.3k $172k -5% Jun 2026
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Farther Finance Advisors 6.0k $141k 22% Jun 2026
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Wormser Freres Gestion 5.7k $134k 100% Jun 2026
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Cherry Tree Wealth Management 5.7k $134k -4% Mar 2026
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CNB Bank 2.2k $53k 4% Jun 2026
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Napier Financial 2.2k $52k 0% Jun 2026
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International Assets Investment Management 2.1k $49k 0% Jun 2026
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Barrett & Company 1.9k $45k 0% Jun 2026
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Spire Wealth Management 1.9k $45k -26% Jun 2026
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Hurley Capital 1.7k $39k 2% Jun 2026
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Golden State Equity Partners 1.3k $30k -84% Jun 2026
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Ronald Blue Trust 848.00 $20k 2% Jun 2026
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10Elms 700.00 $17k 100% Jun 2026
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CWM 670.00 $16k 0% Mar 2026
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Hm Payson & Co 420.00 $9.9k 0% Jun 2026
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National Bank Of Canada /fi/ 418.00 $9.8k -85% Jun 2026
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JFS Wealth Advisors 347.00 $8.2k 100% Jun 2026
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Tower Research Capital 100.00 $2.4k 0% Jun 2026
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Harbour Investments 68.00 $1.6k 0% 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 869k $20M
HighTower Advisors Mar 2026 360k $8.5M
Chicago Partners Investment Mar 2026 213k $5.0M
Mid-American Wealth Advisory Group Mar 2026 157k $3.7M
Headinvest Mar 2026 20k $470k
Evanson Asset Management Dec 2025 12k $274k
M3 Advisory Group Mar 2026 11k $261k
Private Advisor Mar 2026 10k $245k
Flow Traders US Mar 2026 9.4k $220k
OneAscent Financial Services Mar 2026 8.6k $202k
SageView Advisory Group Dec 2025 2.5k $60k
FMR Mar 2026 912.00 $21k
Hazlett, Burt & Watson Mar 2026 760.00 $18k
Intentional Wealth Strategies Mar 2026 731.00 $17k