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 |
|---|---|---|---|---|---|
| Mercer Global Advisors | 1.8M | $46M | 1% | Jun 2026 |
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| Hartland & Co | 931k | $24M | 4% | Jun 2026 |
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| HighTower Advisors | 728k | $19M | 104% | Jun 2026 |
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| Community Trust & Investment | 434k | $11M | 14% | Sep 2026 |
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| Bank of America Corporation | 367k | $9.5M | 26% | Jun 2026 |
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| Us Bancorp | 335k | $8.4M | 8% | Sep 2026 |
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| Kathmere Capital Management | 334k | $8.4M | -5% | Sep 2026 |
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| LBMC Investment Advisors | 323k | $8.4M | 20% | Jun 2026 |
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| Envestnet Asset Management | 253k | $6.5M | 51% | Jun 2026 |
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| Praetorian Wealth Management | 230k | $5.7M | 4% | Sep 2026 |
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| Wells Fargo & Company | 219k | $5.7M | 9% | Jun 2026 |
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| Jane Street | 210k | $5.4M | 219% | Jun 2026 |
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| CliftonLarsonAllen Wealth Advisors | 191k | $4.8M | 26% | Sep 2026 |
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| United Capital Financial Advisers | 176k | $4.6M | 8% | Jun 2026 |
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| Lido Advisors | 167k | $4.2M | 37% | Sep 2026 |
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| Coldstream Capital Management | 156k | $4.0M | 5% | Jun 2026 |
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| Goss Wealth Management | 152k | $3.9M | 26% | Jun 2026 |
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| Central Trust & Investment | 118k | $2.9M | -17% | Sep 2026 |
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| Rsm Us Wealth Management | 117k | $2.9M | 100% | Sep 2026 |
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| Cypress Point Wealth Management | 115k | $2.9M | 0% | Sep 2026 |
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| Quantum Financial Advisors | 114k | $2.8M | 3% | Sep 2026 |
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| LPL Financial | 112k | $2.9M | 32% | Jun 2026 |
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| Summit Financial | 112k | $2.9M | 5% | Jun 2026 |
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| Assetmark | 111k | $2.8M | 5% | Sep 2026 |
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| UBS Group | 104k | $2.7M | 70% | Jun 2026 |
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| Royal Bank of Canada | 80k | $2.1M | 7% | Jun 2026 |
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| Kestra Advisory Services | 75k | $1.9M | 3% | Sep 2026 |
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| Mml Investors Services | 74k | $1.9M | 100% | Jun 2026 |
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| Ellis Investment Partners | 70k | $1.8M | -1% | Sep 2026 |
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| Hills Bank And Trust Company | 67k | $1.7M | 359% | Jun 2026 |
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| Union Bankshares | 64k | $1.6M | 1% | Jun 2026 |
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| Blue Square Asset Management | 61k | $1.5M | 1% | Sep 2026 |
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| Cyndeo Wealth Partners | 59k | $1.5M | 48% | Sep 2026 |
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| Colony | 57k | $1.5M | 34% | Jun 2026 |
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| Brookstone Capital Management | 56k | $1.4M | 5% | Sep 2026 |
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| Raymond James Financial | 56k | $1.4M | 3% | Jun 2026 |
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| Catalytic Wealth RIA | 54k | $1.3M | 16% | Sep 2026 |
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| Sentinel Pension Advisors | 53k | $1.3M | 0% | Sep 2026 |
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| Rossmore Private Capital | 49k | $1.2M | 43% | Sep 2026 |
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| Argo Wealth Advisory | 49k | $1.3M | -2% | Jun 2026 |
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| TRUE Private Wealth Advisors | 49k | $1.2M | 0% | Sep 2026 |
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| Northwestern Mutual Wealth Management Company | 49k | $1.3M | 5% | Jun 2026 |
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| Helen Stephens Group | 47k | $1.2M | 61% | Sep 2026 |
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| Curbstone Financial Management | 47k | $1.2M | 34% | Sep 2026 |
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| Spinnaker Trust | 45k | $1.2M | 44% | Jun 2026 |
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| Godshalk Welsh Capital Management | 43k | $1.1M | 33% | Jun 2026 |
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| Sound View Wealth Advisors Group | 41k | $1.1M | 1% | Jun 2026 |
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| Commonwealth Equity Services | 41k | $1.0M | 22% | Sep 2026 |
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| Cetera Investment Advisers | 40k | $1.0M | 1% | Jun 2026 |
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| Jacobi Capital Management | 36k | $910k | 0% | Sep 2026 |
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| Sanctuary Advisors | 36k | $940k | 0% | Jun 2026 |
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| PFG Private Wealth Management | 36k | $901k | 1% | Sep 2026 |
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| Newman Dignan & Sheerar | 36k | $898k | 0% | Sep 2026 |
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| Granite Harbor Advisors | 35k | $912k | 67% | Jun 2026 |
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| Droms Strauss Advisors | 34k | $854k | 55% | Sep 2026 |
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| Capital Investment Advisors | 32k | $810k | -1% | Sep 2026 |
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| ValMark Advisers | 31k | $807k | 6% | Jun 2026 |
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| Elequin Capital | 31k | $796k | 100% | Jun 2026 |
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| Leavell Investment Management | 29k | $746k | 17% | Jun 2026 |
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| Pamela Horwath | 29k | $715k | 241% | Sep 2026 |
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| Stifel Financial | 28k | $726k | 29% | Jun 2026 |
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| IFP Advisors | 28k | $701k | 50% | Sep 2026 |
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| Parallel Advisors | 27k | $677k | 58% | Sep 2026 |
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| OneAscent Financial Services | 25k | $655k | 157% | Jun 2026 |
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| Carnegie Capital Asset Management | 23k | $575k | 44% | Sep 2026 |
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| Modern Wealth Management | 22k | $572k | 100% | Jun 2026 |
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| Nestegg Advisors | 21k | $525k | -30% | Sep 2026 |
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| Smith, Moore & Co. | 21k | $542k | 6% | Jun 2026 |
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| CFS Investment Advisory Services | 19k | $477k | -14% | Sep 2026 |
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| Beacon Pointe Advisors | 19k | $485k | 0% | Jun 2026 |
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| Roof Eidam & Maycock | 18k | $446k | 0% | Sep 2026 |
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| Phillips Financial Management | 14k | $339k | 0% | Sep 2026 |
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| Wick Capital Partners | 13k | $343k | 100% | Jun 2026 |
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| Financial Engines Advisors L.L.C | 13k | $342k | -2% | Jun 2026 |
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| Resources Investment Advisors | 13k | $340k | -8% | Jun 2026 |
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| VisionPoint Advisory Group | 13k | $317k | 0% | Sep 2026 |
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| P.J. Schmidt Investment Management | 12k | $309k | 0% | Sep 2026 |
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| Great Diamond Partners | 12k | $301k | 100% | Sep 2026 |
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| Compton Wealth Advisory Group | 12k | $295k | 100% | Sep 2026 |
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| Freestone Capital Holdings | 11k | $296k | 0% | Jun 2026 |
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| Creative Planning | 11k | $285k | 100% | Sep 2026 |
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| Crews Bank & Trust | 11k | $292k | 0% | Jun 2026 |
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| Integrated Wealth Concepts | 11k | $291k | 1% | Jun 2026 |
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| Heritage Family Offices | 11k | $273k | 0% | Sep 2026 |
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| IFG Advisory | 11k | $278k | 100% | Jun 2026 |
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| Woodmont Investment Counsel | 11k | $263k | 10% | Sep 2026 |
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| UMA Financial Services | 11k | $263k | 62% | Sep 2026 |
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| Foundry Financial Group | 10k | $256k | -2% | Sep 2026 |
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| Aspen Private Advisors | 10k | $250k | 100% | Sep 2026 |
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| Meridian Wealth Management | 9.6k | $239k | 100% | Sep 2026 |
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| Segment Wealth Management | 9.5k | $237k | 0% | Sep 2026 |
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| Cornell Pochily Investment Advisors | 8.9k | $224k | 0% | Sep 2026 |
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| Archford Capital Strategies | 8.6k | $215k | 0% | Sep 2026 |
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| Captrust Financial Advisors | 8.5k | $220k | 100% | Jun 2026 |
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| WealthBridge Capital Management | 8.5k | $212k | -2% | Sep 2026 |
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| First National Trust Company | 8.1k | $204k | 100% | Sep 2026 |
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| Quantinno Capital Management | 7.9k | $204k | 100% | Jun 2026 |
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| 10Elms | 7.8k | $202k | 15% | Jun 2026 |
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| Susquehanna International | 7.8k | $201k | 100% | Jun 2026 |
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| Citadel Advisors | 7.8k | $201k | -40% | Jun 2026 |
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| Princeton Global Asset Management | 7.7k | $193k | 100% | Sep 2026 |
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| EP Wealth Advisors | 6.9k | $179k | 100% | Jun 2026 |
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| Farther Finance Advisors | 5.9k | $148k | 100% | Sep 2026 |
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| Addison Advisors | 4.6k | $119k | 44% | Jun 2026 |
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| Advisor Group Holdings | 4.4k | $115k | 98% | Jun 2026 |
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| MidFirst Bank | 4.1k | $105k | 103% | Jun 2026 |
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| Harbour Investments | 3.4k | $88k | 1% | Jun 2026 |
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| O'shaughnessy Asset Management | 3.1k | $80k | -50% | Jun 2026 |
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| Adirondack Trust | 2.9k | $72k | 0% | Sep 2026 |
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| Hughes Financial Services | 2.7k | $70k | 100% | Sep 2026 |
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| Tower Research Capital | 2.7k | $70k | 0% | Jun 2026 |
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| Bullock Wealth Management Group | 2.0k | $50k | 1% | Sep 2026 |
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| Global Retirement Partners | 1.8k | $47k | 100% | Jun 2026 |
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| Barrett & Company | 1.8k | $45k | 0% | Sep 2026 |
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| Sarver Vrooman Wealth Advisors | 1.6k | $39k | 0% | Sep 2026 |
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| Community Fin'l Svs | 967.00 | $24k | 0% | Sep 2026 |
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| BlackRock | 151.00 | $3.9k | 0% | Jun 2026 |
|
| Root Financial Partners | 130.00 | $3.3k | 100% | Sep 2026 |
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Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Flow Traders US | Mar 2026 | 55k | $1.4M |
| Silverlake Wealth Management | Jun 2026 | 27k | $702k |
| Members Wealth | Jun 2026 | 25k | $657k |
| Paradigm, Strategies in Wealth Management | Jun 2026 | 17k | $429k |
| WJ Wealth Management | Jun 2026 | 11k | $285k |
| Pacific Excel Wealth Advisors | Jun 2026 | 11k | $282k |
| Private Advisor | Mar 2026 | 9.3k | $239k |
| Cambridge Investment Research Advisors | Jun 2026 | 7.8k | $201k |