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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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 |
|---|---|---|---|---|---|
| Krilogy Financial | 2.7M | $62M | 8% | Dec 2025 |
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| UBS Group | 955k | $22M | 15% | Dec 2025 |
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| Raymond James Financial | 492k | $11M | 4% | Dec 2025 |
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| Janney Montgomery Scott | 486k | $11M | 4% | Dec 2025 |
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| D.A. Davidson & Co. | 410k | $9.5M | 2% | Dec 2025 |
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| Confluence Investment Management | 397k | $9.2M | -5% | Dec 2025 |
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| Ameriprise Financial | 378k | $8.7M | 5% | Dec 2025 |
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| Snowden Capital Advisors | 365k | $8.4M | 4% | Dec 2025 |
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| Branch Banking & Trust Company | 359k | $8.3M | 0% | Dec 2025 |
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| Wells Fargo & Company | 327k | $7.5M | 11% | Dec 2025 |
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| Legacy Private Trust | 302k | $7.0M | 100% | Dec 2025 |
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| HighTower Advisors | 268k | $6.2M | 22% | Dec 2025 |
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| Atlantic Private Wealth | 221k | $5.1M | 11% | Dec 2025 |
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| Cetera Investment Advisers | 198k | $4.6M | -6% | Dec 2025 |
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| Mercer Global Advisors | 186k | $4.3M | 67% | Dec 2025 |
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| Goss Wealth Management | 172k | $4.0M | 5% | Dec 2025 |
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| LPL Financial | 169k | $3.9M | 12% | Dec 2025 |
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| Park Avenue Securities | 163k | $3.8M | 2% | Dec 2025 |
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| James Investment Research | 161k | $3.7M | 3% | Dec 2025 |
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| Royal Bank of Canada | 156k | $3.6M | -18% | Sep 2025 |
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| Probity Advisors | 152k | $3.5M | -3% | Dec 2025 |
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| Accretive Wealth Partners | 149k | $3.4M | 3% | Dec 2025 |
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| Stockman Asset Management | 148k | $3.4M | 127% | Dec 2025 |
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| Asset Dedication | 109k | $2.5M | 3158% | Dec 2025 |
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| Stifel Financial | 104k | $2.4M | 4% | Dec 2025 |
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| Yoder Wealth Management | 100k | $2.3M | 47% | Dec 2025 |
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| Thoroughbred Financial Services | 99k | $2.3M | 0% | Dec 2025 |
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| Sanctuary Advisors | 93k | $2.1M | 51% | Dec 2025 |
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| Goldman Sachs Group | 84k | $1.9M | 0% | Dec 2025 |
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| Country Club Bank | 74k | $1.7M | -3% | Sep 2025 |
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| Boston Family Office | 72k | $1.7M | 4% | Dec 2025 |
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| First National Bank Of Omaha | 67k | $1.6M | 100% | Dec 2025 |
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| United Capital Financial Advisers | 67k | $1.6M | 45% | Sep 2025 |
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| Parallel Advisors | 66k | $1.5M | 100% | Dec 2025 |
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| Tower Research Capital | 61k | $1.4M | 0% | Dec 2025 |
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| CWM | 52k | $1.2M | 91% | Dec 2025 |
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| Keeler THomas Management | 51k | $1.2M | 4% | Dec 2025 |
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| Central Trust & Investment | 51k | $1.2M | 788% | Dec 2025 |
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| Private Advisor | 48k | $1.1M | 30% | Dec 2025 |
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| Cushing Capital Partners | 46k | $1.0M | 13% | Dec 2025 |
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| Visionary Wealth Advisors | 45k | $1.0M | -3% | Dec 2025 |
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| IFP Advisors | 43k | $985k | 24% | Dec 2025 |
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| Reliant Wealth Planning | 41k | $940k | -6% | Dec 2025 |
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| Harmony Asset Management | 39k | $898k | 0% | Dec 2025 |
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| Commonwealth Equity Services | 34k | $784k | 4% | Dec 2025 |
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| Citadel Advisors | 33k | $752k | -64% | Sep 2025 |
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| Verus Capital Partners | 32k | $736k | 12% | Dec 2025 |
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| Benjamin Edwards | 31k | $710k | 6% | Dec 2025 |
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| Captrust Financial Advisors | 29k | $679k | 0% | Dec 2025 |
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| L2 Asset Management | 28k | $639k | 0% | Dec 2025 |
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| Financial Engines Advisors L.L.C | 26k | $599k | 7% | Dec 2025 |
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| Evexia Wealth | 24k | $560k | 100% | Dec 2025 |
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| Headinvest | 23k | $525k | -36% | Dec 2025 |
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| Kestra Advisory Services | 23k | $522k | -2% | Dec 2025 |
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| 4wealth Advisors | 21k | $476k | 79% | Dec 2025 |
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| Integrated Wealth Concepts | 21k | $474k | -8% | Dec 2025 |
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| Mml Investors Services | 20k | $467k | 3% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 19k | $443k | 5% | Dec 2025 |
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| AQR Capital Management | 19k | $438k | 100% | Sep 2025 |
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| Associated Banc- | 18k | $403k | 50% | Dec 2025 |
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| Leo Wealth | 17k | $395k | -3% | Dec 2025 |
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| Jacobi Capital Management | 17k | $395k | 100% | Dec 2025 |
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| Walleye Partners | 17k | $390k | 100% | Dec 2025 |
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| Brookstone Capital Management | 16k | $367k | -3% | Dec 2025 |
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| Advisor Group Holdings | 16k | $365k | -8% | Dec 2025 |
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| AllSquare Wealth Management | 16k | $363k | 8% | Sep 2025 |
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| Cary Street Partners Financial | 16k | $358k | 0% | Dec 2025 |
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| Kestra Investment Management | 15k | $345k | 100% | Dec 2025 |
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| Greater Midwest Financial Group | 14k | $323k | 1% | Dec 2025 |
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| Guidance Point Advisors | 14k | $316k | 2% | Dec 2025 |
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| STAR Financial Bank | 12k | $282k | -2% | Dec 2025 |
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| Jaffetilchin Investment Partners | 12k | $276k | 1% | Dec 2025 |
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| Compass Ion Advisors | 11k | $258k | 0% | Dec 2025 |
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| Gladstone Institutional Advisory | 11k | $250k | -13% | Dec 2025 |
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| CliftonLarsonAllen Wealth Advisors | 10k | $236k | 0% | Dec 2025 |
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| Lido Advisors | 9.7k | $224k | 100% | Dec 2025 |
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| Rebalance | 9.7k | $224k | 100% | Dec 2025 |
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| Coldstream Capital Management | 9.6k | $221k | 0% | Dec 2025 |
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| Signature | 8.8k | $203k | 0% | Dec 2025 |
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| Honkamp Krueger Financial Services | 8.7k | $201k | 0% | Dec 2025 |
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| Union Bankshares | 6.7k | $155k | 0% | Dec 2025 |
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| Clayton Financial Group | 6.5k | $149k | 100% | Dec 2025 |
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| UMA Financial Services | 4.5k | $103k | 0% | Dec 2025 |
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| CNB Bank | 3.4k | $79k | 9% | Dec 2025 |
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| Cherry Tree Wealth Management | 2.4k | $55k | 84% | Dec 2025 |
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| Bogart Wealth | 1.8k | $41k | 100% | Dec 2025 |
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| Harbour Investments | 1.5k | $36k | 100% | Dec 2025 |
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| Noble Wealth Management PBC | 1.5k | $35k | 0% | Dec 2025 |
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| Brian McDonald | 1.4k | $32k | -37% | Dec 2025 |
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| International Assets Investment Management | 1.3k | $30k | 100% | Dec 2025 |
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| Crews Bank & Trust | 1.1k | $25k | 100% | Dec 2025 |
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| Federation des caisses Desjardins du Quebec | 900.00 | $21k | 0% | Dec 2025 |
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| Bank of New Hampshire | 700.00 | $16k | 17% | Sep 2025 |
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| First PREMIER Bank | 667.00 | $15k | 299% | Dec 2025 |
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| Bank of Jackson Hole Trust | 249.00 | $5.7k | 0% | Dec 2025 |
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| Parkside Financial Bank & Trust | 202.00 | $4.7k | -18% | Dec 2025 |
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| Hazlett, Burt & Watson | 172.00 | $4.0k | 1% | Dec 2025 |
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Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Parcion Private Wealth | Sep 2025 | 902k | $21M |
| Envestnet Asset Management | Sep 2025 | 110k | $2.5M |
| SeaCrest Wealth Management | Sep 2025 | 17k | $385k |
| Kestra Private Wealth Services | Sep 2025 | 11k | $264k |
| Equitable Holdings | Sep 2025 | 9.2k | $213k |
| JPL Wealth Management | Sep 2025 | 6.5k | $150k |
| Sontag Advisory | Sep 2025 | 1.8k | $42k |
| Hanson McClain Advisors | Sep 2025 | 907.00 | $21k |
| Advisory Services Network | Sep 2025 | 622.00 | $14k |
| Logan Capital Management | Sep 2025 | 298.00 | $6.9k |
| Creative Financial Designs | Sep 2025 | 202.00 | $4.7k |