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 165k $4.2M 16% Jun 2026
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First Western Trust Bank 66k $1.7M 241% Jun 2026
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Straight Path Wealth Management 64k $1.6M 30% Sep 2026
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Bank of America Corporation 40k $1.0M 100% Jun 2026
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Integrated Wealth Concepts 36k $902k 100% Jun 2026
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Collaborative Fund Advisors 31k $746k 100% Sep 2026
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BFC Planning 26k $664k 21% Jun 2026
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Berthel, Fisher & Company Financial Services 26k $664k 21% Jun 2026
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MCF Advisors 23k $551k 8% Sep 2026
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Bullock Wealth Management Group 21k $502k 56% Sep 2026
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LPL Financial 11k $262k 100% Sep 2026
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MLP3 10k $249k 100% Sep 2026
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Focused Alpha 9.5k $232k 100% Sep 2026
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Segment Wealth Management 8.8k $214k 100% Sep 2026
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Northwestern Mutual Wealth Management Company 3.9k $99k 0% Jun 2026
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CNB Bank 2.6k $63k 0% Sep 2026
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Wells Fargo & Company 664.00 $17k -2% Jun 2026
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Bogart Wealth 581.00 $15k 0% Jun 2026
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AE Wealth Management 431.00 $11k 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 20k $500k