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 | 1.9M | $49M | 138% | Dec 2025 |
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| Hartland & Co | 877k | $23M | 102% | Dec 2025 |
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| Kathmere Capital Management | 500k | $13M | 100% | Dec 2025 |
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| HighTower Advisors | 273k | $7.1M | 16% | Dec 2025 |
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| Us Bancorp | 270k | $7.0M | 24% | Dec 2025 |
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| Praetorian Wealth Management | 214k | $5.6M | 29% | Mar 2026 |
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| LBMC Investment Advisors | 206k | $5.4M | 87% | Dec 2025 |
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| Jane Street | 185k | $4.8M | 100% | Dec 2025 |
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| Community Trust & Investment | 183k | $4.7M | 100% | Mar 2026 |
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| Wells Fargo & Company | 166k | $4.3M | 100% | Dec 2025 |
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| Quantum Financial Advisors | 148k | $3.8M | 33% | Mar 2026 |
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| Central Trust & Investment | 144k | $3.7M | 8% | Mar 2026 |
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| Coldstream Capital Management | 141k | $3.7M | 15% | Dec 2025 |
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| CliftonLarsonAllen Wealth Advisors | 141k | $3.6M | 35% | Mar 2026 |
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| Goss Wealth Management | 127k | $3.3M | 100% | Dec 2025 |
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| Summit Financial | 125k | $3.3M | -3% | Dec 2025 |
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| United Capital Financial Advisers | 117k | $3.0M | 352% | Dec 2025 |
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| Cypress Point Wealth Management | 115k | $3.0M | 0% | Mar 2026 |
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| Moseley Investment Management | 115k | $3.0M | -5% | Mar 2026 |
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| Ellis Investment Partners | 68k | $1.8M | 100% | Dec 2025 |
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| Union Bankshares | 62k | $1.6M | 23% | Dec 2025 |
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| Nestegg Advisors | 60k | $1.5M | -25% | Mar 2026 |
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| Kestra Advisory Services | 60k | $1.6M | 38% | Dec 2025 |
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| Blue Square Asset Management | 60k | $1.5M | 125% | Mar 2026 |
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| Assetmark | 54k | $1.4M | 44% | Dec 2025 |
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| Argo Wealth Advisory | 50k | $1.3M | 0% | Mar 2026 |
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| Raymond James Financial | 49k | $1.3M | 55% | Dec 2025 |
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| Sentinel Pension Advisors | 47k | $1.2M | 100% | Mar 2026 |
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| Goldman Sachs Group | 44k | $1.1M | 100% | Dec 2025 |
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| Helen Stephens Group | 42k | $1.1M | 0% | Mar 2026 |
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| Catalytic Wealth RIA | 41k | $1.1M | 21% | Dec 2025 |
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| LPL Financial | 40k | $1.0M | 240% | Dec 2025 |
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| UBS Group | 40k | $1.0M | 252% | Dec 2025 |
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| Sound View Wealth Advisors Group | 38k | $999k | 21% | Dec 2025 |
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| Cetera Investment Advisers | 37k | $956k | 24% | Dec 2025 |
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| Brookstone Capital Management | 37k | $947k | 16% | Mar 2026 |
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| Sanctuary Advisors | 36k | $940k | 100% | Dec 2025 |
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| Newman Dignan & Sheerar | 36k | $926k | 0% | Mar 2026 |
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| Capital Investment Advisors | 33k | $852k | -9% | Mar 2026 |
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| Colony | 32k | $840k | 11% | Dec 2025 |
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| Spinnaker Trust | 32k | $814k | 36% | Mar 2026 |
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| Godshalk Welsh Capital Management | 28k | $732k | 212% | Dec 2025 |
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| TRUE Private Wealth Advisors | 28k | $727k | 100% | Dec 2025 |
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| ValMark Advisers | 27k | $713k | 4% | Dec 2025 |
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| CFS Investment Advisory Services | 27k | $709k | 100% | Dec 2025 |
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| Cyndeo Wealth Partners | 25k | $637k | 100% | Mar 2026 |
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| Leavell Investment Management | 23k | $610k | -20% | Dec 2025 |
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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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| CWM | 21k | $542k | 100% | Dec 2025 |
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| PFG Private Wealth Management | 20k | $524k | 100% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 20k | $509k | 1152% | Dec 2025 |
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| Silverlake Wealth Management | 19k | $500k | 100% | Mar 2026 |
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| Elequin Capital | 19k | $500k | -60% | Dec 2025 |
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| Stifel Financial | 19k | $498k | 25% | Dec 2025 |
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| Commonwealth Equity Services | 18k | $469k | 1% | Dec 2025 |
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| Roof Eidam & Maycock | 18k | $465k | 0% | Dec 2025 |
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| Smith, Moore & Co. | 17k | $451k | 100% | Dec 2025 |
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| Members Wealth | 16k | $425k | 100% | Mar 2026 |
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| Parallel Advisors | 16k | $409k | 22% | Dec 2025 |
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| Rossmore Private Capital | 15k | $400k | 82% | Dec 2025 |
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| Financial Engines Advisors L.L.C | 15k | $389k | 39% | Dec 2025 |
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| Signature Wealth Management Group | 14k | $366k | 3% | Mar 2026 |
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| Paradigm, Strategies in Wealth Management | 14k | $365k | 0% | Dec 2025 |
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| Resources Investment Advisors | 14k | $357k | 100% | Dec 2025 |
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| Phillips Financial Management | 14k | $351k | 100% | Mar 2026 |
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| Woodmont Investment Counsel | 13k | $346k | 19% | Dec 2025 |
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| IFP Advisors | 13k | $335k | 0% | Mar 2026 |
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| Freestone Capital Holdings | 11k | $298k | 0% | Dec 2025 |
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| Crews Bank & Trust | 11k | $295k | -12% | Dec 2025 |
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| Archford Capital Strategies | 11k | $273k | 5% | Mar 2026 |
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| Droms Strauss Advisors | 11k | $275k | 3% | Dec 2025 |
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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 | $245k | 0% | Mar 2026 |
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| Private Advisor | 9.3k | $242k | 0% | Dec 2025 |
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| Cornell Pochily Investment Advisors | 9.1k | $235k | 4% | Mar 2026 |
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| WealthBridge Capital Management | 8.0k | $207k | 100% | Mar 2026 |
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| 10Elms | 6.8k | $178k | 20% | Dec 2025 |
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| Hills Bank And Trust Company | 6.8k | $176k | 100% | Dec 2025 |
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| UMA Financial Services | 6.5k | $168k | 0% | Mar 2026 |
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| O'shaughnessy Asset Management | 6.2k | $161k | 100% | Dec 2025 |
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| Addison Advisors | 3.2k | $83k | 0% | Dec 2025 |
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| Tower Research Capital | 2.7k | $71k | 100% | Dec 2025 |
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| Advisor Group Holdings | 2.0k | $53k | -60% | Dec 2025 |
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| Global Retirement Partners | 1.9k | $51k | 0% | Dec 2025 |
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| Barrett & Company | 1.8k | $47k | 0% | Dec 2025 |
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| Adirondack Trust | 1.3k | $35k | 100% | Mar 2026 |
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| Sarver Vrooman Wealth Advisors | 1.3k | $33k | 4% | Mar 2026 |
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| Harbour Investments | 1.0k | $26k | 1% | Dec 2025 |
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| Root Financial Partners | 130.00 | $3.4k | 100% | Mar 2026 |
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| BlackRock | 64.00 | $1.7k | 0% | Dec 2025 |
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| Sound Income Strategies | 29.00 | $761.000600 | 100% | Dec 2025 |
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Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Envestnet Asset Management | Sep 2025 | 31k | $814k |
| CLS Investments | Sep 2025 | 30k | $793k |
| Mariner Wealth Advisors | Sep 2025 | 21k | $554k |
| Flow Traders US | Sep 2025 | 11k | $291k |
| Massmutual Trust | Dec 2025 | 9.6k | $251k |
| FourThought Financial Partners | Sep 2025 | 7.7k | $200k |