Who owns ISHARES TR?

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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 944k $23M 84% Sep 2025
 View chart
Northwestern Mutual Wealth Management Company 823k $20M 1280% Sep 2025
 View chart
Goss Wealth Management 749k $18M 20719% Sep 2025
 View chart
Morgan Stanley 431k $10M 100% Jun 2025
 View chart
Keeler THomas Management 398k $9.5M 2% Sep 2025
 View chart
Commonwealth Financial Services 314k $7.5M 3% Sep 2025
 View chart
Commonwealth Equity Services 307k $7.3M -5% Sep 2025
 View chart
Littlejohn Financial Services 235k $5.6M 12% Sep 2025
 View chart
Baltimore-Washington Financial Advisors 219k $5.2M 146% Sep 2025
 View chart
LPL Financial 213k $5.1M 322% Sep 2025
 View chart
Stratos Wealth Partners 183k $4.4M 100% Sep 2025
 View chart
Bradley & Co. Private Wealth Management 145k $3.5M 0% Sep 2025
 View chart
Summit Investment Advisors 82k $1.9M 100% Jun 2025
 View chart
Straight Path Wealth Management 77k $1.8M 27% Sep 2025
 View chart
Lido Advisors 75k $1.8M 0% Sep 2025
 View chart
Integrated Wealth Concepts 74k $1.8M 8% Sep 2025
 View chart
Raymond James Financial 74k $1.8M -3% Sep 2025
 View chart
Wells Fargo & Company 63k $1.5M 2490% Sep 2025
 View chart
Cambridge Investment Research Advisors 58k $1.4M 6% Sep 2025
 View chart
Ironwood Wealth Management 56k $1.3M 100% Sep 2025
 View chart
Scissortail Wealth Management 55k $1.3M 1% Sep 2025
 View chart
Sigma Planning 44k $1.1M 24% Sep 2025
 View chart
Wrapmanager 43k $1.0M -13% Sep 2025
 View chart
IFP Advisors 41k $983k -5% Sep 2025
 View chart
Beacon Pointe Advisors 41k $983k 9% Sep 2025
 View chart
Cyr Financial 39k $923k 18% Sep 2025
 View chart
BlackRock 34k $806k 0% Sep 2025
 View chart
Royal Bank of Canada 32k $763k 3% Sep 2025
 View chart
Cetera Investment Advisers 31k $737k 36% Sep 2025
 View chart
Insigneo Advisory Services 29k $698k 10% Sep 2025
 View chart
Headinvest 27k $643k 0% Sep 2025
 View chart
Mercer Global Advisors 23k $557k 64% Sep 2025
 View chart
Kestra Private Wealth Services 22k $513k 19% Sep 2025
 View chart
UBS Group 21k $502k 23% Sep 2025
 View chart
Freestone Capital Holdings 19k $457k 100% Sep 2025
 View chart
Mutual Advisors 19k $452k 54% Sep 2025
 View chart
BridgePort Financial Solutions 17k $395k 56% Sep 2025
 View chart
Jane Street 13k $316k 100% Sep 2025
 View chart
Helen Stephens Group 13k $298k 100% Sep 2025
 View chart
Captrust Financial Advisors 13k $298k 3% Sep 2025
 View chart
Warren Averett Asset Management 12k $288k 1% Sep 2025
 View chart
Legacy Trust 11k $270k 7% Sep 2025
 View chart
Occidental Asset Management 11k $266k 7% Sep 2025
 View chart
Austin Private Wealth 11k $251k -9% Sep 2025
 View chart
Tableaux 9.9k $235k 11% Sep 2025
 View chart
Snowden Capital Advisors 9.5k $227k 0% Sep 2025
 View chart
Global Retirement Partners 9.2k $220k 0% Sep 2025
 View chart
M3 Advisory Group 8.6k $204k 0% Sep 2025
 View chart
Reliant Wealth Planning 8.4k $201k 100% Sep 2025
 View chart
Alaska Permanent Capital Management 6.6k $157k 2% Sep 2025
 View chart
Orion Capital Management 5.0k $119k 150% Sep 2025
 View chart
Advisor Group Holdings 2.8k $66k 6% Sep 2025
 View chart
GAMMA Investing 2.7k $65k -14% Sep 2025
 View chart
Advisory Services Network 2.1k $51k 100% Sep 2025
 View chart
Cherry Tree Wealth Management 2.0k $48k -9% Sep 2025
 View chart
Barrett & Company 1.9k $46k 0% Sep 2025
 View chart
CWM 1.2k $29k 37% Sep 2025
 View chart
Principal Securities 895.00 $21k 0% Sep 2025
 View chart
Ronald Blue Trust 808.00 $19k 2% Sep 2025
 View chart
Hazlett, Burt & Watson 739.00 $18k 100% Sep 2025
 View chart
Farther Finance Advisors 699.00 $17k 100% Sep 2025
 View chart
10Elms 551.00 $13k 265% Sep 2025
 View chart
Harbour Investments 541.00 $13k 0% Sep 2025
 View chart
Hm Payson & Co 446.00 $11k 100% Sep 2025
 View chart
Hartland & Co 167.00 $4.0k 100% Sep 2025
 View chart

Who sold out of Ishares Tr?

Fund or Company Name Date Sold Shares Held Valued At
Envestnet Asset Management Jun 2025 14k $321k
Marble Harbor Investment Counsel Jun 2025 12k $273k
Jpmorgan Chase & Co Mar 2025 2.8k $65k
Costello Asset Management Jun 2025 421.00 $10k