Who owns ISHARES TR?
- Ticker: IBHL
- CUSIP Number: 46438g364
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
Download as csvTop 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 |