Who owns ISHARES TR?

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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
Wells Fargo & Company 1.9M $38M 0% Dec 2023
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Confluence Investment Management 843k $16M -1% Sep 2023
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Atwood & Palmer 838k $17M 5% Dec 2023
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Nottingham Advisors 779k $12M -7% Dec 2023
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Bank of America Corporation 507k $10M 180% Dec 2023
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Waycross Investment Management 503k $9.9M 100% Dec 2023
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Krilogy Financial 299k $5.9M 12% Dec 2023
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Stony Point Wealth Management 176k $3.5M -4% Dec 2023
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Multi-Financial Securities 136k $2.6M 6% Sep 2023
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UBS Group 126k $2.5M 8% Dec 2023
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Accretive Wealth Partners 110k $2.2M 100% Dec 2023
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Country Club Bank 107k $2.1M 0% Dec 2023
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Probity Advisors 106k $2.1M 100% Dec 2023
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LPL Financial 100k $1.9M 3% Sep 2023
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Stockman Asset Management 83k $1.6M 52% Dec 2023
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HighTower Advisors 69k $1.4M 100% Dec 2023
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Royal Bank of Canada 67k $1.3M 70093% Dec 2023
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Envestnet Asset Management 64k $1.2M -22% Sep 2023
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Flow Traders US 60k $1.2M 100% Dec 2023
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Jane Street 60k $1.2M 234% Dec 2023
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D.A. Davidson & Co. 58k $1.1M -8% Dec 2023
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Kestra Advisory Services 57k $1.1M 58% Dec 2023
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Goss Wealth Management 55k $1.0M -10% Sep 2023
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FF Advisors 52k $1.0M 100% Dec 2023
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Atlantic Private Wealth 48k $949k 0% Dec 2023
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Park Avenue Securities 44k $864k 15% Dec 2023
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Stifel Financial 32k $635k -34% Dec 2023
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Commonwealth Equity Services 31k $620k 100% Dec 2023
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IFP Advisors 31k $615k 100% Dec 2023
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InterOcean Capital Group 30k $597k 100% Dec 2023
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Mechanics Bank Trust Department / The Mechanics Bank 29k $572k 100% Dec 2023
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Snowden Capital Advisors 28k $557k 0% Dec 2023
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Compass Ion Advisors 27k $532k 100% Dec 2023
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Goldman Sachs Group 26k $519k -17% Dec 2023
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Yoder Wealth Management 26k $518k 100% Dec 2023
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Community Bank 26k $513k -7% Dec 2023
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Proequities 26k $505M -1% Dec 2023
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Advisor Group Holdings 22k $438k -8% Dec 2023
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MV Capital Management 17k $326k 100% Dec 2023
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Cambridge Investment Research Advisors 16k $322k 100% Dec 2023
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Citadel Advisors 15k $293k 100% Dec 2023
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Susquehanna International 15k $277k 100% Sep 2023
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James Investment Research 14k $283k 100% Dec 2023
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CliftonLarsonAllen Wealth Advisors 14k $277k 100% Dec 2023
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Integrated Wealth Concepts 14k $258k 0% Sep 2023
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Mendota Financial Group 14k $266k 100% Dec 2023
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BCS Wealth Management 11k $220k 100% Dec 2023
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Northwestern Mutual Wealth Management Company 9.3k $176k 61% Sep 2023
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Central Trust & Investment 7.6k $150k 2084% Dec 2023
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FinTrust Capital Advisors 4.5k $85k 43% Sep 2023
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Brian McDonald 2.8k $52k 100% Sep 2023
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CWM 2.5k $49k 1% Dec 2023
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Morgan Stanley 2.5k $47k 13% Sep 2023
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Capital Analysts 2.4k $46k 0% Dec 2023
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Bogart Wealth 2.2k $44k 100% Dec 2023
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TD Capital Management 2.1k $41k 1% Dec 2023
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Hanson McClain Advisors 1.1k $21k 100% Dec 2023
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First PREMIER Bank 600.00 $12k 0% Dec 2023
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Advisory Services Network 558.00 $11k 100% Dec 2023
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Parkside Financial Bank & Trust 487.00 $9.6k 0% Dec 2023
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Benjamin F. Edwards & Company 101.00 $2.0k 100% Dec 2023
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Who sold out of Ishares Tr?

Fund or Company Name Date Sold Shares Held Valued At
Raymond James Financial Services Advisors Sep 2023 27k $506k
Creative Planning Sep 2023 226.00 $4.3k