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 | $45M | -6% | Mar 2026 |
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| Hartland & Co | 899k | $23M | 3% | Mar 2026 |
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| Community Trust & Investment | 382k | $9.9M | 108% | Jun 2026 |
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| HighTower Advisors | 357k | $9.2M | 31% | Mar 2026 |
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| Kathmere Capital Management | 352k | $9.1M | -28% | Jun 2026 |
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| Bank of America Corporation | 291k | $7.5M | 100% | Mar 2026 |
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| LBMC Investment Advisors | 269k | $7.0M | 31% | Mar 2026 |
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| Praetorian Wealth Management | 221k | $5.7M | 3% | Jun 2026 |
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| Wells Fargo & Company | 201k | $5.2M | 21% | Mar 2026 |
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| Envestnet Asset Management | 167k | $4.3M | 100% | Mar 2026 |
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| United Capital Financial Advisers | 163k | $4.2M | 40% | Mar 2026 |
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| Coldstream Capital Management | 149k | $3.8M | 5% | Mar 2026 |
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| Central Trust & Investment | 144k | $3.7M | 8% | Mar 2026 |
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| CliftonLarsonAllen Wealth Advisors | 141k | $3.6M | 35% | Mar 2026 |
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| Lido Advisors | 125k | $3.2M | 100% | Mar 2026 |
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| Goss Wealth Management | 120k | $3.1M | -6% | Mar 2026 |
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| Cypress Point Wealth Management | 115k | $3.0M | 0% | Jun 2026 |
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| Moseley Investment Management | 115k | $3.0M | -5% | Mar 2026 |
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| Quantum Financial Advisors | 111k | $2.9M | -25% | Jun 2026 |
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| Morgan Stanley | 108k | $2.8M | 34% | Mar 2026 |
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| Summit Financial | 107k | $2.8M | -15% | Mar 2026 |
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| Assetmark | 106k | $2.7M | 34% | Jun 2026 |
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| LPL Financial | 85k | $2.2M | 112% | Mar 2026 |
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| Royal Bank of Canada | 75k | $1.9M | 100% | Mar 2026 |
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| Kestra Advisory Services | 73k | $1.9M | 4% | Jun 2026 |
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| Ellis Investment Partners | 71k | $1.8M | 4% | Mar 2026 |
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| Jane Street | 66k | $1.7M | -64% | Mar 2026 |
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| Union Bankshares | 63k | $1.6M | 2% | Mar 2026 |
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| UBS Group | 61k | $1.6M | 53% | Mar 2026 |
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| Nestegg Advisors | 60k | $1.5M | -25% | Mar 2026 |
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| Blue Square Asset Management | 60k | $1.5M | 125% | Mar 2026 |
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| Flow Traders US | 55k | $1.4M | 100% | Mar 2026 |
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| Raymond James Financial | 54k | $1.4M | 11% | Mar 2026 |
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| Sentinel Pension Advisors | 53k | $1.4M | 12% | Jun 2026 |
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| Argo Wealth Advisory | 50k | $1.3M | 0% | Mar 2026 |
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| TRUE Private Wealth Advisors | 49k | $1.3M | 76% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 46k | $1.2M | 137% | Mar 2026 |
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| Catalytic Wealth RIA | 46k | $1.2M | 4% | Jun 2026 |
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| Helen Stephens Group | 42k | $1.1M | 0% | Mar 2026 |
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| Colony | 42k | $1.1M | 31% | Mar 2026 |
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| Sound View Wealth Advisors Group | 41k | $1.1M | 7% | Mar 2026 |
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| Cetera Investment Advisers | 40k | $1.0M | 8% | Mar 2026 |
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| Brookstone Capital Management | 37k | $947k | 16% | Mar 2026 |
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| Sanctuary Advisors | 36k | $934k | 0% | Mar 2026 |
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| Newman Dignan & Sheerar | 36k | $926k | 0% | Mar 2026 |
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| PFG Private Wealth Management | 36k | $924k | -1% | Jun 2026 |
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| Commonwealth Equity Services | 33k | $864k | 18% | Jun 2026 |
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| Capital Investment Advisors | 33k | $852k | -9% | Mar 2026 |
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| Godshalk Welsh Capital Management | 32k | $827k | 14% | Mar 2026 |
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| Spinnaker Trust | 32k | $814k | 36% | Mar 2026 |
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| ValMark Advisers | 30k | $763k | 8% | Mar 2026 |
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| Leavell Investment Management | 29k | $746k | 17% | Jun 2026 |
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| CWM | 28k | $733k | 37% | Mar 2026 |
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| Members Wealth | 25k | $657k | 55% | Jun 2026 |
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| Cyndeo Wealth Partners | 25k | $637k | 100% | Mar 2026 |
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| CFS Investment Advisory Services | 22k | $572k | -13% | Jun 2026 |
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| Stifel Financial | 22k | $563k | 14% | Mar 2026 |
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| Curbstone Financial Management | 21k | $548k | 37% | Mar 2026 |
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| Granite Harbor Advisors | 21k | $545k | 0% | Mar 2026 |
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| Smith, Moore & Co. | 20k | $510k | 14% | Mar 2026 |
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| Silverlake Wealth Management | 19k | $500k | 100% | Mar 2026 |
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| Beacon Pointe Advisors | 19k | $484k | 100% | Mar 2026 |
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| Roof Eidam & Maycock | 18k | $462k | 0% | Jun 2026 |
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| Parallel Advisors | 16k | $422k | 4% | Mar 2026 |
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| Carnegie Capital Asset Management | 16k | $414k | 100% | Jun 2026 |
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| Rossmore Private Capital | 15k | $396k | 0% | Mar 2026 |
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| Hills Bank And Trust Company | 15k | $377k | 116% | Mar 2026 |
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| Resources Investment Advisors | 14k | $370k | 5% | Mar 2026 |
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| Signature Wealth Management Group | 14k | $366k | 3% | Mar 2026 |
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| Paradigm, Strategies in Wealth Management | 14k | $362k | 0% | Mar 2026 |
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| Phillips Financial Management | 14k | $351k | 100% | Mar 2026 |
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| Financial Engines Advisors L.L.C | 14k | $349k | -9% | Mar 2026 |
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| Droms Strauss Advisors | 14k | $348k | 28% | Mar 2026 |
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| Woodmont Investment Counsel | 13k | $343k | 0% | Mar 2026 |
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| IFP Advisors | 13k | $335k | 0% | Mar 2026 |
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| Citadel Advisors | 13k | $333k | 100% | Mar 2026 |
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| VisionPoint Advisory Group | 13k | $328k | 0% | Jun 2026 |
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| P.J. Schmidt Investment Management | 12k | $320k | 3% | Jun 2026 |
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| Creative Planning | 12k | $316k | 100% | Mar 2026 |
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| Freestone Capital Holdings | 11k | $295k | 0% | Mar 2026 |
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| Crews Bank & Trust | 11k | $292k | 0% | Jun 2026 |
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| Integrated Wealth Concepts | 11k | $289k | 100% | Mar 2026 |
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| Pacific Excel Wealth Advisors | 11k | $282k | 100% | Jun 2026 |
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| Heritage Family Offices | 11k | $282k | 100% | Jun 2026 |
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| Foundry Financial Group | 10k | $260k | -7% | Mar 2026 |
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| OneAscent Financial Services | 9.8k | $254k | 100% | Mar 2026 |
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| Segment Wealth Management | 9.5k | $246k | 0% | Jun 2026 |
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| Private Advisor | 9.3k | $239k | 0% | Mar 2026 |
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| Cornell Pochily Investment Advisors | 9.1k | $235k | 4% | Mar 2026 |
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| WealthBridge Capital Management | 8.6k | $223k | 8% | Jun 2026 |
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| Archford Capital Strategies | 8.6k | $223k | -19% | Jun 2026 |
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| Pamela Horwath | 8.4k | $217k | 100% | Jun 2026 |
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| Cambridge Investment Research Advisors | 7.8k | $201k | 100% | Jun 2026 |
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| 10Elms | 6.8k | $176k | 0% | Mar 2026 |
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| UMA Financial Services | 6.5k | $168k | 0% | Mar 2026 |
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| O'shaughnessy Asset Management | 6.2k | $159k | 0% | Mar 2026 |
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| Princeton Global Asset Management | 3.9k | $100k | 100% | Jun 2026 |
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| Harbour Investments | 3.4k | $87k | 236% | Mar 2026 |
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| Addison Advisors | 3.2k | $82k | 0% | Mar 2026 |
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| Adirondack Trust | 2.9k | $75k | 116% | Jun 2026 |
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| Tower Research Capital | 2.7k | $70k | 0% | Mar 2026 |
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| Advisor Group Holdings | 2.2k | $58k | 9% | Mar 2026 |
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| MidFirst Bank | 2.0k | $52k | 100% | Mar 2026 |
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| Barrett & Company | 1.8k | $46k | 0% | Jun 2026 |
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| Sarver Vrooman Wealth Advisors | 1.6k | $41k | 25% | Jun 2026 |
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| Community Fin'l Svs | 967.00 | $25k | 100% | Jun 2026 |
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| BlackRock | 151.00 | $3.9k | 136% | Mar 2026 |
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Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Goldman Sachs Group | Dec 2025 | 44k | $1.1M |
| Elequin Capital | Dec 2025 | 19k | $500k |