Who owns ISHARES TR?
- Ticker: IBTM
- CUSIP Number: 46436e296
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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Who bought or sold ISHARES TR this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Krilogy Financial | 1.8M | $42M | 3% | Sep 2024 |
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Stratos Wealth Partners | 593k | $14M | 16% | Sep 2024 |
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Confluence Investment Management | 419k | $9.8M | -3% | Sep 2024 |
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Raymond James & Associates | 371k | $8.7M | 6% | Sep 2024 |
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Branch Banking & Trust Company | 356k | $8.0M | 14% | Jun 2024 |
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Morgan Stanley | 313k | $7.0M | 0% | Jun 2024 |
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Park Avenue Securities | 222k | $5.2M | -13% | Sep 2024 |
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James Investment Research | 186k | $4.4M | -2% | Sep 2024 |
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Wells Fargo & Company | 171k | $4.0M | 1% | Sep 2024 |
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Royal Bank of Canada | 138k | $3.2M | 0% | Sep 2024 |
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Atlantic Private Wealth | 112k | $2.6M | 8% | Sep 2024 |
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Probity Advisors | 109k | $2.6M | 13% | Sep 2024 |
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Accretive Wealth Partners | 105k | $2.5M | 2% | Sep 2024 |
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HighTower Advisors | 97k | $2.2M | 100% | Jun 2024 |
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Honkamp Krueger Financial Services | 96k | $2.2M | -39% | Jun 2024 |
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Country Club Bank | 89k | $2.0M | 0% | Jun 2024 |
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LPL Financial | 83k | $1.9M | -7% | Sep 2024 |
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Citadel Advisors | 74k | $1.7M | 118% | Sep 2024 |
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Flow Traders US | 65k | $1.5M | 56% | Sep 2024 |
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Kestra Advisory Services | 46k | $1.1M | -4% | Sep 2024 |
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Greater Midwest Financial Group | 40k | $927k | -2% | Sep 2024 |
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Snowden Capital Advisors | 38k | $901k | 25% | Sep 2024 |
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Headinvest | 37k | $865k | 0% | Sep 2024 |
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Envestnet Asset Management | 34k | $792k | 5% | Sep 2024 |
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Commonwealth Equity Services | 28k | $664k | 4% | Sep 2024 |
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Advisor Group Holdings | 24k | $567k | 100% | Sep 2024 |
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Emerald Investment Partners | 24k | $681k | 100% | Sep 2024 |
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Cetera Investment Advisers | 23k | $525k | 3% | Jun 2024 |
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Stifel Financial | 22k | $491k | -11% | Jun 2024 |
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Private Advisor | 21k | $493k | 34% | Sep 2024 |
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Thoroughbred Financial Services | 20k | $473k | 61% | Sep 2024 |
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Mendota Financial Group | 20k | $472k | 11% | Sep 2024 |
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Leo Wealth | 20k | $465k | 100% | Sep 2024 |
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Brookstone Capital Management | 18k | $424k | -3% | Sep 2024 |
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Integrated Wealth Concepts | 17k | $404k | 0% | Sep 2024 |
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Stony Point Wealth Management | 16k | $365k | -30% | Sep 2024 |
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Financial Engines Advisors L.L.C | 15k | $362k | 6% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 13k | $305k | 46% | Sep 2024 |
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Stratos Wealth Advisors | 13k | $296k | 100% | Sep 2024 |
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Cary Street Partner Investment Advisory | 9.0k | $212k | 100% | Sep 2024 |
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Hartford Financial Management | 6.9k | $162k | -26% | Sep 2024 |
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Washington Trust Company | 6.7k | $157k | 0% | Sep 2024 |
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Bank of America Corporation | 6.6k | $155k | -93% | Sep 2024 |
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Central Trust & Investment | 5.9k | $138k | 0% | Sep 2024 |
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CarsonAllaria Wealth Management | 4.9k | $115k | 100% | Sep 2024 |
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Parkside Financial Bank & Trust | 4.7k | $110k | 7% | Sep 2024 |
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FinTrust Capital Advisors | 4.7k | $109k | 0% | Sep 2024 |
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Parallel Advisors | 2.6k | $61k | 100% | Sep 2024 |
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Spectrum Wealth Counsel | 2.2k | $51k | 0% | Sep 2024 |
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Brian McDonald | 1.8k | $43k | 0% | Sep 2024 |
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CWM | 1.5k | $34k | 0% | Sep 2024 |
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Element Wealth | 1.1k | $26k | 0% | Sep 2024 |
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Hanson McClain Advisors | 907.00 | $21k | 0% | Sep 2024 |
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Federation des caisses Desjardins du Quebec | 900.00 | $21k | 0% | Sep 2024 |
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Cherry Tree Wealth Management | 758.00 | $18k | 0% | Sep 2024 |
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Private Trust Co Na | 644.00 | $15k | 0% | Jun 2024 |
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Asset Dedication | 311.00 | $7.3k | 0% | Sep 2024 |
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IFP Advisors | 305.00 | $6.9k | 0% | Jun 2024 |
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Logan Capital Management | 269.00 | $6.3k | 100% | Sep 2024 |
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Creative Financial Designs | 202.00 | $4.7k | 100% | Sep 2024 |
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Benjamin F. Edwards & Company | 84.00 | $2.0k | 100% | Jun 2024 |
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Who sold out of Ishares Tr?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Coldstream Capital Management | Jun 2024 | 57k | $1.4M |
Sowell Financial Services | Jun 2024 | 27k | $614k |
Mutual Advisors | Jun 2024 | 25k | $578k |
Goss Wealth Management | Mar 2024 | 85.00 | $1.9k |