Who owns ISHARES TR?
- Ticker: IBHI
- CUSIP Number: 46436e379
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
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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 |
|---|---|---|---|---|---|
| Morgan Stanley | 1.4M | $33M | 100% | Mar 2026 |
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| LBMC Investment Advisors | 1.4M | $32M | 43% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 1.1M | $25M | 2% | Mar 2026 |
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| Commonwealth Equity Services | 535k | $13M | -7% | Mar 2026 |
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| Baltimore-Washington Financial Advisors | 503k | $12M | 130% | Dec 2025 |
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| Threadgill Financial | 486k | $11M | 5284% | 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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| 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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| 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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| Raymond James Financial | 92k | $2.2M | 24% | Dec 2025 |
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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 | 49k | $1.1M | 18% | Dec 2025 |
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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 | 17% | 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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| 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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| 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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| Thrivent Financial for Lutherans | 17k | $383k | 18% | Mar 2026 |
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| Captrust Financial Advisors | 16k | $384k | 30% | Dec 2025 |
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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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| Warren Averett Asset Management | 12k | $290k | 2% | Dec 2025 |
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| Legacy Trust | 11k | $264k | 0% | 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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| Austin Private Wealth | 10k | $244k | -2% | Dec 2025 |
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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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| Snowden Capital Advisors | 9.5k | $225k | 0% | Dec 2025 |
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| Golub Group | 9.4k | $219k | 100% | Mar 2026 |
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| Global Retirement Partners | 9.3k | $219k | 0% | Dec 2025 |
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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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| GAMMA Investing | 5.3k | $122k | 91% | 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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| Advisor Group Holdings | 4.0k | $96k | 46% | Dec 2025 |
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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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| CWM | 902.00 | $21k | -27% | Dec 2025 |
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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 |
|---|---|---|---|
| Goss Wealth Management | Dec 2025 | 884k | $21M |
| 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 |
| Advisory Services Network | Sep 2025 | 2.1k | $51k |