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 1.5M $34M 9% Mar 2026
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Morgan Stanley 1.4M $33M 7% Mar 2026
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Northwestern Mutual Wealth Management Company 1.1M $25M 2% Mar 2026
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Goss Wealth Management 855k $20M -3% Mar 2026
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Baltimore-Washington Financial Advisors 652k $15M 30% Mar 2026
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Commonwealth Equity Services 535k $13M -7% Mar 2026
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Scissortail Wealth Management 485k $11M 715% Mar 2026
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Bank of America Corporation 414k $9.6M 100% Mar 2026
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LPL Financial 370k $8.6M 35% Mar 2026
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Commonwealth Financial Services 352k $8.2M 7% Mar 2026
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Littlejohn Financial Services 252k $5.9M 3% Mar 2026
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Michael S. Ryan 220k $5.1M 100% Jun 2026
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Delta Wealth Advisors 218k $5.1M 38% Mar 2026
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Stratos Wealth Partners 210k $4.9M 11% Mar 2026
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Raymond James Financial 144k $3.4M 57% Mar 2026
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Wells Fargo & Company 127k $2.9M 40% Mar 2026
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Keeler THomas Management 118k $2.8M -70% Mar 2026
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Straight Path Wealth Management 117k $2.7M 6% Mar 2026
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Mercer Global Advisors 109k $2.5M 306% Mar 2026
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Ironwood Wealth Management 104k $2.4M 17% Mar 2026
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Integrated Wealth Concepts 101k $2.3M 15% Mar 2026
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Sigma Planning 77k $1.8M 36% Mar 2026
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Penobscot Investment Management Company 72k $1.7M 438% Mar 2026
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Lido Advisors 68k $1.6M -9% Mar 2026
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BlackRock 68k $1.6M 33% Mar 2026
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Cambridge Investment Research Advisors 67k $1.5M 40% Mar 2026
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Beacon Pointe Advisors 57k $1.3M 17% Mar 2026
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Envestnet Asset Management 43k $1.0M 50% Mar 2026
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UBS Group 39k $912k -51% Mar 2026
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Cetera Investment Advisers 39k $908k 9% Mar 2026
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Focused Alpha 39k $906k 4% Mar 2026
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Royal Bank of Canada 38k $872k 100% Mar 2026
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Robertson Stephens Wealth Management 37k $850k 100% Mar 2026
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Cyr Financial 35k $819k -5% Mar 2026
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Wrapmanager 35k $816k 0% Mar 2026
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Insigneo Advisory Services 31k $730k 7% Mar 2026
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Citadel Advisors 30k $687k 100% Mar 2026
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Kestra Private Wealth Services 27k $618k 11% Mar 2026
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Heartland Bank & Trust 25k $582k 100% Mar 2026
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Quad-Cities Investment Group 23k $540k 100% Jun 2026
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First Western Trust Bank 21k $488k 100% Mar 2026
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High Note Wealth 18k $423k 565% Mar 2026
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Snowden Capital Advisors 18k $422k 91% Mar 2026
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Private Advisor 18k $410k 100% Mar 2026
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Helen Stephens Group 17k $404k 0% Mar 2026
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McIlrath & Eck 17k $403k 101% Mar 2026
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Mutual Advisors 17k $400k -10% Mar 2026
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Stifel Financial 17k $398k 100% Mar 2026
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Captrust Financial Advisors 17k $385k 2% Mar 2026
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Thrivent Financial for Lutherans 17k $383k 18% Mar 2026
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River's Edge Wealth Management 16k $369k 100% Mar 2026
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IFP Advisors 16k $365k -24% Mar 2026
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Freestone Capital Holdings 15k $349k -27% Mar 2026
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Segment Wealth Management 15k $337k 100% Mar 2026
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Headinvest 14k $327k -48% Mar 2026
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Ruggaard & Associates 14k $319k 100% Mar 2026
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Occidental Asset Management 13k $310k 0% Mar 2026
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GAMMA Investing 13k $298k 142% Jun 2026
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Legacy Trust 11k $264k 0% Mar 2026
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Windsor Capital Management 11k $265k 100% Jun 2026
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Warren Averett Asset Management 11k $251k -12% Mar 2026
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Madden Advisory Services 11k $248k 100% Mar 2026
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Ellis Investment Partners 11k $247k 13% Mar 2026
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HPM Partners 10k $241k 100% Mar 2026
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Tableaux 10k $239k 100% Mar 2026
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Monticello Wealth Management 9.8k $229k 100% Mar 2026
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Ameraudi Asset Management 9.6k $224k 0% Mar 2026
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Advisor Group Holdings 9.5k $221k 134% Mar 2026
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Golub Group 9.4k $219k 100% Mar 2026
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Daviman Financial 9.1k $212k 100% Mar 2026
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MCF Advisors 7.2k $168k 100% Mar 2026
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Alaska Permanent Capital Management 6.8k $159k 1% Mar 2026
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Activest Wealth Management 6.5k $152k 100% Mar 2026
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Advisory Services Network 5.4k $125k 100% Mar 2026
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Orion Capital Management 5.0k $116k 0% Mar 2026
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Ashton Thomas Private Wealth 4.5k $105k 100% Mar 2026
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CNB Bank 3.6k $83k 0% Mar 2026
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Napier Financial 2.2k $52k 100% Mar 2026
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Bank Of Montreal 2.1k $49k 100% Mar 2026
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Cherry Tree Wealth Management 2.0k $47k 0% Mar 2026
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Barrett & Company 1.9k $45k 0% Mar 2026
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Golden State Wealth Management 1.5k $35k 100% Mar 2026
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FMR 941.00 $22k 100% Mar 2026
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CWM 902.00 $21k 0% Mar 2026
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Ronald Blue Trust 835.00 $19k 1% Mar 2026
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Hazlett, Burt & Watson 765.00 $18k 1% Mar 2026
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Golden State Equity Partners 750.00 $18k 100% Mar 2026
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Farther Finance Advisors 699.00 $16k 0% Mar 2026
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Bogart Wealth 634.00 $15k 0% Mar 2026
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10Elms 551.00 $13k 0% Mar 2026
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Hm Payson & Co 446.00 $10k 0% Mar 2026
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Harbour Investments 67.00 $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
Threadgill Financial Mar 2026 486k $11M
Bradley & Co. Private Wealth Management Dec 2025 145k $3.4M
BridgePort Financial Solutions Dec 2025 16k $389k
Hobbs Group Advisors Dec 2025 16k $383k
Spire Wealth Management Dec 2025 13k $297k
M3 Advisory Group Dec 2025 8.6k $202k
Reliant Wealth Planning Dec 2025 8.4k $199k