Who owns ISHARES TR?
- Ticker: IBMS
- CUSIP Number: 46438g687
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 |
|---|---|---|---|---|---|
| Coldstream Capital Management | 94k | $2.4M | 900% | Dec 2024 |
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| Envestnet Asset Management | 77k | $1.9M | 133% | Dec 2024 |
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| Praetorian Wealth Management | 74k | $1.9M | 100% | Dec 2024 |
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| Central Trust & Investment | 60k | $1.5M | 100% | Dec 2024 |
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| Us Bancorp | 45k | $1.1M | 100% | Dec 2024 |
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| Moseley Investment Management | 44k | $1.1M | -38% | Dec 2024 |
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| Sandy Spring Bank | 43k | $1.1M | 81% | Dec 2024 |
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| CliftonLarsonAllen Wealth Advisors | 38k | $966k | 92% | Dec 2024 |
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| HighTower Advisors | 30k | $769k | 100% | Dec 2024 |
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| Catalytic Wealth RIA | 29k | $742k | 100% | Dec 2024 |
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| ValMark Advisers | 21k | $537k | 100% | Dec 2024 |
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| Sound View Wealth Advisors Group | 21k | $524k | 100% | Dec 2024 |
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| Capital Investment Advisors | 20k | $501k | 100% | Dec 2024 |
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| Wrapmanager | 15k | $379k | 100% | Dec 2024 |
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| Signature Wealth Management Group | 12k | $308k | 100% | Dec 2024 |
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| Cetera Investment Advisers | 12k | $294k | 100% | Dec 2024 |
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| Commonwealth Equity Services | 11k | $290k | 100% | Dec 2024 |
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| Segment Wealth Management | 9.5k | $241k | 100% | Dec 2024 |
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| OneAscent Financial Services | 9.2k | $233k | 100% | Dec 2024 |
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| Paradigm, Strategies in Wealth Management | 8.7k | $222k | 0% | Dec 2024 |
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| Advisor Group Holdings | 8.1k | $206k | 176% | Dec 2024 |
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| 10Elms | 4.1k | $105k | 100% | Dec 2024 |
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| Parallel Advisors | 2.5k | $63k | 14% | Dec 2024 |
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| Royal Bank of Canada | 1.0k | $25k | 100% | Dec 2024 |
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| Addison Advisors | 605.00 | $15k | 100% | Dec 2024 |
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| BlackRock | 63.00 | $1.6k | 0% | Dec 2024 |
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| Kestra Investment Management | 28.00 | $713.000400 | 100% | Dec 2024 |
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| Principal Securities | 19.00 | $481.999600 | 100% | Dec 2024 |
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Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Sep 2024 | 38k | $969k |
| Buffington Mohr McNeal | Sep 2024 | 9.9k | $256k |