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 666k $17M 37% Jun 2026
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BlackRock 168k $4.3M 100% Jun 2026
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Integrated Wealth Concepts 80k $2.1M 49% Jun 2026
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LPL Financial 75k $1.9M 29% Jun 2026
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First Western Trust Bank 65k $1.7M 242% Jun 2026
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Straight Path Wealth Management 65k $1.7M 1% Jun 2026
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Bank of America Corporation 41k $1.1M 9% Jun 2026
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Wrapmanager 29k $735k -11% Jun 2026
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Morgan Stanley 22k $568k 106% Mar 2026
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Focused Alpha 18k $458k 2% Jun 2026
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Lido Advisors 17k $432k 100% Jun 2026
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Kestra Private Wealth Services 17k $432k 31% Jun 2026
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Keeler THomas Management 13k $344k -65% Jun 2026
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Captrust Financial Advisors 12k $310k 0% Jun 2026
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Raymond James Financial 12k $304k 26% Jun 2026
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Helen Stephens Group 12k $299k 0% Jun 2026
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Segment Wealth Management 10k $267k 13% Jun 2026
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Ellis Investment Partners 10k $263k 5% Jun 2026
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Reliant Wealth Planning 10k $259k 0% Jun 2026
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Royal Bank of Canada 5.3k $136k 0% Jun 2026
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Advisor Group Holdings 3.7k $95k 10% Jun 2026
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CNB Bank 3.4k $88k 5% Jun 2026
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Orion Capital Management 3.0k $77k 0% Jun 2026
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Wells Fargo & Company 2.6k $68k 0% Jun 2026
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Barrett & Company 2.5k $64k 0% Jun 2026
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IFP Advisors 1.6k $41k 0% Jun 2026
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Mercer Global Advisors 1.6k $40k 100% Jun 2026
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Brown, Lisle/cummings 1.2k $30k 100% Jun 2026
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Goss Wealth Management 777.00 $20k 100% Jun 2026
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AE Wealth Management 737.00 $19k 72% Jun 2026
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Bogart Wealth 578.00 $15k 0% Jun 2026
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Harbour Investments 62.00 $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
Jane Street Mar 2026 29k $731k
Freestone Capital Holdings Mar 2026 10k $264k
Golden State Equity Partners Mar 2026 2.6k $65k
Sound Income Strategies Mar 2026 270.00 $6.9k
Hazlett, Burt & Watson Mar 2026 157.00 $4.0k
UBS Group Mar 2026 103.00 $2.6k