Who owns ISHARES TR?

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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 2.5M $51M -14% Jun 2026
 View chart
TRUE Private Wealth Advisors 1.7M $34M 2% Sep 2026
 View chart
BlackRock 1.3M $26M 100% Jun 2026
 View chart
Bank of America Corporation 914k $18M 16% Jun 2026
 View chart
Envestnet Asset Management 893k $18M 4% Jun 2026
 View chart
Confluence Investment Management 841k $16M -23% Sep 2026
 View chart
Krilogy Financial 815k $16M 8% Sep 2026
 View chart
Goss Wealth Management 677k $14M 6% Jun 2026
 View chart
Ameriprise Financial 656k $13M 1% Jun 2026
 View chart
Probity Advisors 601k $12M 7% Sep 2026
 View chart
Shelton Wealth Management 574k $11M 7% Sep 2026
 View chart
Titleist Asset Management 567k $11M -43% Sep 2026
 View chart
Heartwood Wealth Advisors 496k $9.7M 100% Sep 2026
 View chart
Mercer Global Advisors 485k $9.8M 108% Jun 2026
 View chart
Park Avenue Securities 478k $9.3M 2% Sep 2026
 View chart
Legacy Private Trust 467k $9.1M 2% Sep 2026
 View chart
Raymond James Financial 445k $9.0M 21% Jun 2026
 View chart
Snowden Capital Advisors 407k $8.2M 2% Jun 2026
 View chart
Headland Capital 405k $8.2M 8% Jun 2026
 View chart
HighTower Advisors 399k $8.1M 11% Jun 2026
 View chart
United Capital Financial Advisers 396k $8.0M 9% Jun 2026
 View chart
Foronjy Financial 347k $6.7M 3% Sep 2026
 View chart
Spreng Capital Management 315k $6.4M 3% Jun 2026
 View chart
Fagan Associates 314k $6.1M 13% Sep 2026
 View chart
Stockman Asset Management 280k $5.5M 6% Sep 2026
 View chart
Royal Bank of Canada 253k $5.1M -14% Jun 2026
 View chart
Asset Dedication 242k $4.9M 15% Jun 2026
 View chart
Yoder Wealth Management 229k $4.5M 1% Sep 2026
 View chart
UBS Group 224k $4.5M 6% Jun 2026
 View chart
Parallel Advisors 215k $4.3M 7% Jun 2026
 View chart
Whalen Wealth Management 215k $4.2M 6% Sep 2026
 View chart
Rsm Us Wealth Management 210k $4.1M 100% Sep 2026
 View chart
Thoroughbred Financial Services 209k $4.2M 0% Jun 2026
 View chart
Accretive Wealth Partners 205k $4.1M 24% Jun 2026
 View chart
Community Fin'l Svs 190k $3.7M 361% Sep 2026
 View chart
Central Trust & Investment 187k $3.8M 8% Jun 2026
 View chart
Goldman Sachs Group 170k $3.4M 54% Jun 2026
 View chart
Resources Investment Advisors 168k $3.4M -7% Jun 2026
 View chart
Stifel Financial 158k $3.2M -2% Jun 2026
 View chart
Janney Montgomery Scott 157k $3.2M 5% Jun 2026
 View chart
D.A. Davidson & Co. 148k $2.9M 11% Sep 2026
 View chart
Boston Family Office 139k $2.8M 13% Jun 2026
 View chart
CliftonLarsonAllen Wealth Advisors 133k $2.6M 1074% Sep 2026
 View chart
Northwestern Mutual Wealth Management Company 127k $2.6M 5% Jun 2026
 View chart
Integrated Wealth Concepts 112k $2.3M 92% Jun 2026
 View chart
Pamela Horwath 105k $2.0M 21% Sep 2026
 View chart
LPL Financial 93k $1.9M -4% Jun 2026
 View chart
ValMark Advisers 84k $1.7M 46% Jun 2026
 View chart
Cetera Investment Advisers 83k $1.7M 4% Jun 2026
 View chart
Smartleaf Asset Management 72k $1.5M 0% Jun 2026
 View chart
Eight 31 Financial 69k $1.4M 5% Jun 2026
 View chart
L2 Asset Management 66k $1.3M 2% Jun 2026
 View chart
Signature 65k $1.3M 13% Sep 2026
 View chart
Hanson McClain Advisors 62k $1.2M 5963% Jun 2026
 View chart
First National Bank Of Omaha 61k $1.2M -4% Jun 2026
 View chart
Financial Engines Advisors L.L.C 59k $1.2M 2% Jun 2026
 View chart
Creative Planning 58k $1.2M -26% Jun 2026
 View chart
CCM Partners 57k $1.1M -2% Jun 2026
 View chart
Leavell Investment Management 47k $947k 29% Jun 2026
 View chart
Moulton Wealth Management 47k $912k -5% Sep 2026
 View chart
Jane Street 46k $922k 44% Jun 2026
 View chart
Associated Banc- 44k $859k 16% Sep 2026
 View chart
MONECO Advisors 41k $861k 100% Jun 2026
 View chart
Montecito Bank & Trust 40k $784k 13% Sep 2026
 View chart
Benjamin Edwards 36k $729k 3% Jun 2026
 View chart
Kestra Advisory Services 34k $680k 7% Jun 2026
 View chart
Jim Saulnier & Associates 34k $677k 7% Jun 2026
 View chart
HPM Partners 33k $656k -2% Jun 2026
 View chart
Commonwealth Equity Services 32k $639k -8% Jun 2026
 View chart
Leo Wealth 31k $604k 24% Sep 2026
 View chart
Old Port Advisors 31k $603k 7% Sep 2026
 View chart
AQR Capital Management 30k $598k 25% Jun 2026
 View chart
Summit Wealth Partners 29k $578k 40% Jun 2026
 View chart
Citadel Advisors 28k $573k 100% Jun 2026
 View chart
IFP Advisors 27k $527k 7% Sep 2026
 View chart
Modern Wealth Management 27k $544k 100% Jun 2026
 View chart
Compass Ion Advisors 26k $510k 0% Sep 2026
 View chart
Advisor Group Holdings 25k $512k 42% Jun 2026
 View chart
Visionary Wealth Advisors 25k $501k 20% Jun 2026
 View chart
National Philanthropic Trust 25k $497k 0% Jun 2026
 View chart
XY Planning Network 24k $460k 25% Sep 2026
 View chart
Great Diamond Partners 23k $443k 24% Sep 2026
 View chart
Atlantic Private Wealth 22k $443k -15% Jun 2026
 View chart
DecisionMap Wealth Management 22k $424k 1% Sep 2026
 View chart
Prosperity Planning 21k $404k 19% Sep 2026
 View chart
Granite Harbor Advisors 21k $416k 0% Jun 2026
 View chart
Wealth Management Strategies 20k $403k 100% Jun 2026
 View chart
Jacobi Capital Management 20k $400k 1% Jun 2026
 View chart
Cary Street Partners Financial 20k $393k -3% Jun 2026
 View chart
Harbour Investments 19k $376k 12% Jun 2026
 View chart
Captrust Financial Advisors 18k $366k 24% Jun 2026
 View chart
Kestra Investment Management 18k $362k 6% Jun 2026
 View chart
MKT Advisors 18k $344k 100% Sep 2026
 View chart
Reliant Wealth Planning 17k $341k 0% Jun 2026
 View chart
Midland Wealth Advisors 17k $321k 100% Sep 2026
 View chart
Single Point Partners 16k $319k 0% Sep 2026
 View chart
STAR Financial Bank 16k $320k -4% Jun 2026
 View chart
Smithbridge Asset Management 15k $286k 0% Sep 2026
 View chart
Guidance Point Advisors 14k $270k 0% Sep 2026
 View chart
Jaffetilchin Investment Partners 14k $274k 1% Jun 2026
 View chart
UMA Financial Services 13k $257k -6% Sep 2026
 View chart
Vestmark Advisory Solutions 13k $265k 100% Jun 2026
 View chart
MLP3 13k $251k 100% Sep 2026
 View chart
Aspen Private Advisors 13k $248k 100% Sep 2026
 View chart
Capital Investment Advisors 13k $243k -16% Sep 2026
 View chart
Hm Payson & Co 12k $251k 100% Jun 2026
 View chart
Lido Advisors 12k $240k 19% Jun 2026
 View chart
Koshinski Asset Management 11k $218k 0% Sep 2026
 View chart
Mariner Wealth Advisors 11k $224k 100% Jun 2026
 View chart
Cambridge Investment Research Advisors 11k $217k 100% Jun 2026
 View chart
Coldstream Capital Management 10k $207k -10% Jun 2026
 View chart
Trust 8.4k $164k 0% Sep 2026
 View chart
Union Bankshares 7.6k $153k 0% Jun 2026
 View chart
Key FInancial 5.4k $108k 100% Jun 2026
 View chart
Fifth Third Bancorp 5.2k $106k 0% Jun 2026
 View chart
Cherry Tree Wealth Management 5.2k $101k 18% Sep 2026
 View chart
Phillips Financial Management 4.9k $95k 0% Sep 2026
 View chart
JPL Wealth Management 4.2k $85k 0% Jun 2026
 View chart
Action Point Financial Planning 4.1k $84k 100% Jun 2026
 View chart
CNB Bank 4.1k $82k 5% Jun 2026
 View chart
Bogart Wealth 3.6k $73k 0% Jun 2026
 View chart
TD Capital Management 2.5k $50k 1% Jun 2026
 View chart
Hartland & Co 2.5k $50k 100% Jun 2026
 View chart
Us Bancorp 1.7k $35k 100% Jun 2026
 View chart
Private Trust Co Na 1.3k $25k 0% Sep 2026
 View chart
Clayton Financial Group 1.3k $24k 100% Sep 2026
 View chart
Longview Financial Advisors 1.2k $25k 100% Jun 2026
 View chart
Hyposwiss Advisors SA 1.2k $23k 0% Sep 2026
 View chart
Crews Bank & Trust 1.2k $23k 0% Jun 2026
 View chart
Laurel Wealth Advisors 1.0k $20k 100% Sep 2026
 View chart
Pflug Koory 884.00 $17k 0% Sep 2026
 View chart
First PREMIER Bank 837.00 $16k 0% Sep 2026
 View chart
Federation des caisses Desjardins du Quebec 748.00 $15k 0% Jun 2026
 View chart
Logan Capital Management 682.00 $14k 100% Jun 2026
 View chart
Farther Finance Advisors 617.00 $12k 0% Sep 2026
 View chart
High Note Wealth 534.00 $10k 100% Sep 2026
 View chart
NBH Bank 280.00 $5.7k 100% Jun 2026
 View chart
Gilpin Wealth Management 142.00 $2.8k 0% Sep 2026
 View chart
First Bancorp 114.00 $2.2k 100% Sep 2026
 View chart

Who sold out of Ishares Tr?

Fund or Company Name Date Sold Shares Held Valued At
Tower Research Capital Mar 2026 76k $1.5M
Private Advisor Mar 2026 72k $1.5M
Nbc Securities Jun 2026 33k $673k
Susquehanna International Mar 2026 28k $570k
Garrett Investment Advisors Jun 2026 19k $383k
BIP Wealth Jun 2026 16k $315k
Elevation Advisory Partners Mar 2026 9.9k $203k
Bellecapital International Jun 2026 7.0k $141k
Hills Bank And Trust Company Mar 2026 5.9k $120k
Barrett & Company Jun 2026 5.5k $112k
Advisory Services Network Mar 2026 3.0k $61k
MAI Wealth Advisors Mar 2026 2.0k $41k
Intentional Wealth Strategies Mar 2026 693.00 $14k
Bank of Jackson Hole Trust Mar 2026 280.00 $5.7k
Hazlett, Burt & Watson Mar 2026 195.00 $4.0k