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 423k $11M 34% Dec 2025
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Straight Path Wealth Management 65k $1.6M 5% Mar 2026
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LPL Financial 59k $1.5M 511% Mar 2026
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Integrated Wealth Concepts 54k $1.4M 17% Mar 2026
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Keeler THomas Management 38k $975k -61% Mar 2026
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Bank of America Corporation 37k $950k 100% Mar 2026
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Wrapmanager 32k $811k 0% Mar 2026
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Jane Street 29k $731k -58% Mar 2026
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Morgan Stanley 22k $568k 106% Mar 2026
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First Western Trust Bank 19k $487k 100% Mar 2026
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Focused Alpha 18k $445k 30% Mar 2026
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Kestra Private Wealth Services 13k $325k 6% Mar 2026
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Captrust Financial Advisors 12k $308k 46% Dec 2025
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Helen Stephens Group 12k $295k 0% Mar 2026
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Freestone Capital Holdings 10k $264k -45% Mar 2026
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Reliant Wealth Planning 10k $256k 0% Mar 2026
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Ellis Investment Partners 9.7k $247k 13% Mar 2026
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Segment Wealth Management 9.2k $233k 100% Mar 2026
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Raymond James Financial 9.0k $232k 5% Dec 2025
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Royal Bank of Canada 5.3k $135k 992% Mar 2026
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CNB Bank 3.2k $83k 0% Mar 2026
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Orion Capital Management 3.0k $76k 0% Mar 2026
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Wells Fargo & Company 2.6k $67k 100% Mar 2026
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Golden State Equity Partners 2.6k $65k 100% Mar 2026
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Barrett & Company 2.5k $63k 0% Mar 2026
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IFP Advisors 1.6k $41k 100% Mar 2026
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Advisor Group Holdings 1.6k $41k 100% Dec 2025
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Bogart Wealth 578.00 $15k 0% Mar 2026
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AE Wealth Management 428.00 $11k 100% Mar 2026
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Sound Income Strategies 270.00 $6.9k 0% Mar 2026
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Hazlett, Burt & Watson 157.00 $4.0k 1% Mar 2026
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UBS Group 103.00 $2.6k 100% Mar 2026
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Harbour Investments 62.00 $1.6k 0% Mar 2026
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