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
Download as csv
Download as Excel
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 |
|
| Hartland & Co | 899k | $23M | 3% | Mar 2026 |
|
| Kathmere Capital Management | 491k | $13M | -2% | Mar 2026 |
|
| HighTower Advisors | 357k | $9.2M | 31% | Mar 2026 |
|
| Bank of America Corporation | 291k | $7.5M | 100% | Mar 2026 |
|
| Us Bancorp | 270k | $7.0M | 24% | Dec 2025 |
|
| Praetorian Wealth Management | 214k | $5.6M | 29% | Mar 2026 |
|
| LBMC Investment Advisors | 206k | $5.4M | 87% | Dec 2025 |
|
| Wells Fargo & Company | 201k | $5.2M | 21% | Mar 2026 |
|
| Community Trust & Investment | 183k | $4.7M | 100% | Mar 2026 |
|
| Envestnet Asset Management | 167k | $4.3M | 100% | Mar 2026 |
|
| United Capital Financial Advisers | 163k | $4.2M | 40% | Mar 2026 |
|
| Coldstream Capital Management | 149k | $3.8M | 5% | Mar 2026 |
|
| Quantum Financial Advisors | 148k | $3.8M | 33% | Mar 2026 |
|
| Central Trust & Investment | 144k | $3.7M | 8% | Mar 2026 |
|
| CliftonLarsonAllen Wealth Advisors | 141k | $3.6M | 35% | Mar 2026 |
|
| Lido Advisors | 125k | $3.2M | 100% | Mar 2026 |
|
| Goss Wealth Management | 120k | $3.1M | -6% | Mar 2026 |
|
| Cypress Point Wealth Management | 115k | $3.0M | 0% | Mar 2026 |
|
| Moseley Investment Management | 115k | $3.0M | -5% | Mar 2026 |
|
| Morgan Stanley | 108k | $2.8M | 34% | Mar 2026 |
|
| Summit Financial | 107k | $2.8M | -15% | Mar 2026 |
|
| LPL Financial | 85k | $2.2M | 112% | Mar 2026 |
|
| Assetmark | 79k | $2.0M | 46% | Mar 2026 |
|
| Royal Bank of Canada | 75k | $1.9M | 1906% | Mar 2026 |
|
| Ellis Investment Partners | 71k | $1.8M | 4% | Mar 2026 |
|
| Kestra Advisory Services | 70k | $1.8M | 18% | Mar 2026 |
|
| Jane Street | 66k | $1.7M | -64% | Mar 2026 |
|
| Union Bankshares | 63k | $1.6M | 2% | Mar 2026 |
|
| UBS Group | 61k | $1.6M | 53% | Mar 2026 |
|
| Nestegg Advisors | 60k | $1.5M | -25% | Mar 2026 |
|
| Blue Square Asset Management | 60k | $1.5M | 125% | Mar 2026 |
|
| Flow Traders US | 55k | $1.4M | 100% | Mar 2026 |
|
| Argo Wealth Advisory | 50k | $1.3M | 0% | Mar 2026 |
|
| Raymond James Financial | 49k | $1.3M | 55% | Dec 2025 |
|
| Sentinel Pension Advisors | 47k | $1.2M | 100% | Mar 2026 |
|
| Northwestern Mutual Wealth Management Company | 46k | $1.2M | 137% | Mar 2026 |
|
| Helen Stephens Group | 42k | $1.1M | 0% | Mar 2026 |
|
| Catalytic Wealth RIA | 41k | $1.1M | 21% | Dec 2025 |
|
| Sound View Wealth Advisors Group | 41k | $1.1M | 7% | Mar 2026 |
|
| Cetera Investment Advisers | 40k | $1.0M | 8% | Mar 2026 |
|
| Brookstone Capital Management | 37k | $947k | 16% | Mar 2026 |
|
| Sanctuary Advisors | 36k | $934k | 0% | Mar 2026 |
|
| Newman Dignan & Sheerar | 36k | $926k | 0% | Mar 2026 |
|
| Capital Investment Advisors | 33k | $852k | -9% | Mar 2026 |
|
| Colony | 32k | $840k | 11% | Dec 2025 |
|
| Godshalk Welsh Capital Management | 32k | $827k | 14% | Mar 2026 |
|
| Spinnaker Trust | 32k | $814k | 36% | Mar 2026 |
|
| ValMark Advisers | 30k | $763k | 8% | Mar 2026 |
|
| Commonwealth Equity Services | 28k | $729k | 57% | Mar 2026 |
|
| TRUE Private Wealth Advisors | 28k | $721k | 0% | Mar 2026 |
|
| CFS Investment Advisory Services | 25k | $661k | -6% | Mar 2026 |
|
| Leavell Investment Management | 25k | $639k | 6% | Mar 2026 |
|
| Cyndeo Wealth Partners | 25k | $637k | 100% | Mar 2026 |
|
| Stifel Financial | 22k | $563k | 14% | Mar 2026 |
|
| Curbstone Financial Management | 21k | $548k | 37% | Mar 2026 |
|
| Granite Harbor Advisors | 21k | $545k | 0% | Mar 2026 |
|
| CWM | 21k | $542k | 100% | Dec 2025 |
|
| PFG Private Wealth Management | 20k | $524k | 100% | Dec 2025 |
|
| Smith, Moore & Co. | 20k | $510k | 14% | Mar 2026 |
|
| Silverlake Wealth Management | 19k | $500k | 100% | Mar 2026 |
|
| Roof Eidam & Maycock | 18k | $465k | 0% | Dec 2025 |
|
| Members Wealth | 16k | $425k | 100% | Mar 2026 |
|
| Parallel Advisors | 16k | $422k | 4% | Mar 2026 |
|
| Rossmore Private Capital | 15k | $396k | 0% | Mar 2026 |
|
| Financial Engines Advisors L.L.C | 15k | $389k | 39% | Dec 2025 |
|
| Hills Bank And Trust Company | 15k | $377k | 116% | Mar 2026 |
|
| Resources Investment Advisors | 14k | $370k | 5% | Mar 2026 |
|
| Signature Wealth Management Group | 14k | $366k | 3% | Mar 2026 |
|
| Paradigm, Strategies in Wealth Management | 14k | $362k | 0% | Mar 2026 |
|
| Phillips Financial Management | 14k | $351k | 100% | Mar 2026 |
|
| Droms Strauss Advisors | 14k | $348k | 28% | Mar 2026 |
|
| Woodmont Investment Counsel | 13k | $343k | 0% | Mar 2026 |
|
| IFP Advisors | 13k | $335k | 0% | Mar 2026 |
|
| Citadel Advisors | 13k | $333k | 100% | Mar 2026 |
|
| VisionPoint Advisory Group | 13k | $328k | 100% | Mar 2026 |
|
| Creative Planning | 12k | $316k | 100% | Mar 2026 |
|
| P.J. Schmidt Investment Management | 12k | $309k | 100% | Mar 2026 |
|
| Freestone Capital Holdings | 11k | $295k | 0% | Mar 2026 |
|
| Crews Bank & Trust | 11k | $292k | 0% | Mar 2026 |
|
| Integrated Wealth Concepts | 11k | $289k | 100% | Mar 2026 |
|
| Archford Capital Strategies | 11k | $273k | 5% | Mar 2026 |
|
| Foundry Financial Group | 10k | $260k | -7% | Mar 2026 |
|
| OneAscent Financial Services | 9.8k | $254k | 100% | Mar 2026 |
|
| Segment Wealth Management | 9.5k | $245k | 0% | Mar 2026 |
|
| Private Advisor | 9.3k | $239k | 0% | Mar 2026 |
|
| Cornell Pochily Investment Advisors | 9.1k | $235k | 4% | Mar 2026 |
|
| WealthBridge Capital Management | 8.0k | $207k | 100% | Mar 2026 |
|
| 10Elms | 6.8k | $176k | 0% | Mar 2026 |
|
| UMA Financial Services | 6.5k | $168k | 0% | Mar 2026 |
|
| O'shaughnessy Asset Management | 6.2k | $159k | 0% | Mar 2026 |
|
| Harbour Investments | 3.4k | $87k | 236% | Mar 2026 |
|
| Addison Advisors | 3.2k | $82k | 0% | Mar 2026 |
|
| Tower Research Capital | 2.7k | $71k | 100% | Dec 2025 |
|
| Advisor Group Holdings | 2.0k | $53k | -60% | Dec 2025 |
|
| MidFirst Bank | 2.0k | $52k | 100% | Mar 2026 |
|
| Global Retirement Partners | 1.9k | $51k | 0% | Dec 2025 |
|
| Barrett & Company | 1.8k | $46k | 0% | Mar 2026 |
|
| Adirondack Trust | 1.3k | $35k | 100% | Mar 2026 |
|
| Sarver Vrooman Wealth Advisors | 1.3k | $33k | 4% | Mar 2026 |
|
| BlackRock | 151.00 | $3.9k | 136% | Mar 2026 |
|
| Root Financial Partners | 130.00 | $3.4k | 100% | Mar 2026 |
|
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 |
| Massmutual Trust | Dec 2025 | 9.6k | $251k |