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 | 2.4M | $56M | -9% | Mar 2026 |
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| UBS Group | 996k | $23M | 4% | Mar 2026 |
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| Parcion Private Wealth | 894k | $21M | 100% | Mar 2026 |
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| Morgan Stanley | 849k | $28M | 3% | Mar 2026 |
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| Confluence Investment Management | 804k | $18M | 102% | Mar 2026 |
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| Janney Montgomery Scott | 551k | $13M | 13% | Mar 2026 |
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| Raymond James Financial | 492k | $11M | 4% | Dec 2025 |
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| D.A. Davidson & Co. | 422k | $9.7M | 3% | Mar 2026 |
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| Branch Banking & Trust Company | 374k | $8.6M | 4% | Mar 2026 |
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| Snowden Capital Advisors | 365k | $8.4M | 4% | Dec 2025 |
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| Envestnet Asset Management | 353k | $8.1M | 100% | Mar 2026 |
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| Wells Fargo & Company | 351k | $8.1M | 7% | Mar 2026 |
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| Legacy Private Trust | 340k | $7.8M | 13% | Mar 2026 |
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| Probity Advisors | 319k | $7.3M | 110% | Mar 2026 |
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| United Capital Financial Advisers | 304k | $7.0M | 22% | Mar 2026 |
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| Ameriprise Financial | 283k | $6.5M | -25% | Mar 2026 |
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| HighTower Advisors | 280k | $6.4M | 4% | Mar 2026 |
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| Atlantic Private Wealth | 235k | $5.4M | 6% | Mar 2026 |
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| Stockman Asset Management | 201k | $4.6M | 35% | Mar 2026 |
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| Mercer Global Advisors | 199k | $4.6M | 7% | Mar 2026 |
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| Citadel Advisors | 193k | $4.4M | 96% | Mar 2026 |
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| Asset Dedication | 189k | $4.3M | 74% | Mar 2026 |
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| Bank of America Corporation | 188k | $4.3M | 100% | Mar 2026 |
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| LPL Financial | 183k | $4.2M | 8% | Mar 2026 |
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| Park Avenue Securities | 168k | $3.8M | 3% | Mar 2026 |
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| Parallel Advisors | 163k | $3.7M | 147% | Mar 2026 |
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| James Investment Research | 156k | $3.6M | -3% | Mar 2026 |
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| Yoder Wealth Management | 155k | $3.6M | 55% | Mar 2026 |
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| Accretive Wealth Partners | 148k | $3.4M | 0% | Mar 2026 |
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| Royal Bank of Canada | 145k | $3.3M | -7% | Mar 2026 |
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| Stifel Financial | 128k | $2.9M | 24% | Mar 2026 |
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| Cambridge Investment Research Advisors | 126k | $2.9M | 100% | Mar 2026 |
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| Thoroughbred Financial Services | 109k | $2.5M | 10% | Mar 2026 |
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| Central Trust & Investment | 107k | $2.4M | 110% | Mar 2026 |
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| Sanctuary Advisors | 97k | $2.2M | 4% | Mar 2026 |
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| Titleist Asset Management | 92k | $2.1M | 100% | Mar 2026 |
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| Goldman Sachs Group | 84k | $1.9M | 0% | Mar 2026 |
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| Cetera Investment Advisers | 79k | $1.8M | -60% | Mar 2026 |
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| Boston Family Office | 75k | $1.7M | 3% | Mar 2026 |
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| Tower Research Capital | 61k | $1.4M | 0% | Dec 2025 |
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| Jane Street | 52k | $1.2M | 100% | Mar 2026 |
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| CWM | 52k | $1.2M | 91% | Dec 2025 |
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| First National Bank Of Omaha | 50k | $1.2M | -25% | Mar 2026 |
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| Private Advisor | 49k | $1.1M | 3% | Mar 2026 |
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| Cushing Capital Partners | 47k | $1.1M | 4% | Mar 2026 |
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| Verus Capital Partners | 47k | $1.1M | 46% | Mar 2026 |
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| IFP Advisors | 46k | $1.1M | 8% | Mar 2026 |
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| Visionary Wealth Advisors | 46k | $1.0M | 2% | Mar 2026 |
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| Reliant Wealth Planning | 41k | $935k | 0% | Mar 2026 |
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| Harmony Asset Management | 39k | $883k | -1% | Mar 2026 |
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| Commonwealth Equity Services | 36k | $824k | 6% | Mar 2026 |
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| Benjamin Edwards | 31k | $710k | 1% | Mar 2026 |
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| Integrated Wealth Concepts | 31k | $703k | 49% | Mar 2026 |
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| Captrust Financial Advisors | 29k | $679k | 0% | Dec 2025 |
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| Evexia Wealth | 28k | $648k | 17% | Mar 2026 |
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| L2 Asset Management | 28k | $639k | 0% | Dec 2025 |
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| Kestra Advisory Services | 27k | $613k | 18% | Mar 2026 |
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| Financial Engines Advisors L.L.C | 26k | $599k | 7% | Dec 2025 |
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| 4wealth Advisors | 24k | $556k | 18% | Mar 2026 |
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| Associated Banc- | 24k | $549k | 37% | Mar 2026 |
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| Leavell Investment Management | 24k | $547k | 100% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 23k | $515k | 17% | Mar 2026 |
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| Headinvest | 21k | $477k | -9% | Mar 2026 |
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| AQR Capital Management | 19k | $435k | 0% | Mar 2026 |
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| Mml Investors Services | 19k | $431k | -7% | Mar 2026 |
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| Jacobi Capital Management | 18k | $400k | 2% | Mar 2026 |
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| Leo Wealth | 17k | $395k | 1% | Mar 2026 |
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| Advisor Group Holdings | 16k | $365k | -8% | Dec 2025 |
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| Brookstone Capital Management | 15k | $354k | -3% | Mar 2026 |
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| Hyposwiss Advisors SA | 15k | $348k | 100% | Mar 2026 |
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| Kestra Investment Management | 15k | $343k | 0% | Mar 2026 |
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| Guidance Point Advisors | 15k | $335k | 7% | Mar 2026 |
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| Cary Street Partners Financial | 15k | $335k | -6% | Mar 2026 |
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| Greater Midwest Financial Group | 14k | $309k | -4% | Mar 2026 |
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| Keeler THomas Management | 13k | $293k | -75% | Mar 2026 |
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| Jaffetilchin Investment Partners | 12k | $276k | 1% | Mar 2026 |
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| MBA Advisors | 12k | $276k | 100% | Mar 2026 |
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| Moulton Wealth Management | 12k | $272k | 100% | Mar 2026 |
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| Gladstone Institutional Advisory | 12k | $263k | 6% | Mar 2026 |
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| Compass Ion Advisors | 11k | $257k | 0% | Mar 2026 |
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| Coldstream Capital Management | 10k | $233k | 6% | Mar 2026 |
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| CliftonLarsonAllen Wealth Advisors | 10k | $231k | -1% | Mar 2026 |
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| Lido Advisors | 10k | $230k | 3% | Mar 2026 |
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| Jim Saulnier & Associates | 9.6k | $220k | 100% | Mar 2026 |
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| Strait & Sound Wealth Management | 9.6k | $219k | 100% | Mar 2026 |
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| STAR Financial Bank | 9.0k | $206k | -26% | Mar 2026 |
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| Hrt Financial | 8.8k | $202k | 100% | Mar 2026 |
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| Signature | 8.8k | $202k | 0% | Mar 2026 |
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| Union Bankshares | 6.7k | $154k | 0% | Mar 2026 |
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| JPL Wealth Management | 6.7k | $153k | 100% | Mar 2026 |
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| Clayton Financial Group | 5.8k | $132k | -11% | Mar 2026 |
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| UMA Financial Services | 4.5k | $103k | 0% | Mar 2026 |
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| CNB Bank | 3.4k | $79k | 0% | Mar 2026 |
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| McIlrath & Eck | 3.2k | $73k | 100% | Mar 2026 |
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| Fifth Third Bancorp | 2.8k | $64k | 100% | Mar 2026 |
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| Cherry Tree Wealth Management | 2.4k | $54k | 0% | Mar 2026 |
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| Atlantic Trust | 2.0k | $45k | 100% | Mar 2026 |
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| Bogart Wealth | 1.8k | $41k | 0% | Mar 2026 |
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| Harbour Investments | 1.8k | $41k | 15% | Mar 2026 |
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| Noble Wealth Management PBC | 1.5k | $34k | 0% | Mar 2026 |
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| Brian McDonald | 1.4k | $32k | -37% | Dec 2025 |
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| International Assets Investment Management | 1.3k | $30k | 0% | Mar 2026 |
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| Crews Bank & Trust | 1.1k | $25k | 0% | Mar 2026 |
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| Federation des caisses Desjardins du Quebec | 900.00 | $21k | 0% | Mar 2026 |
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| Bank of New Hampshire | 800.00 | $18k | 0% | Mar 2026 |
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| First PREMIER Bank | 667.00 | $15k | 0% | Mar 2026 |
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| Intentional Wealth Strategies | 616.00 | $14k | 100% | Mar 2026 |
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| Root Financial Partners | 299.00 | $6.9k | 100% | Mar 2026 |
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| Bank of Jackson Hole Trust | 249.00 | $5.7k | 0% | Mar 2026 |
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| Parkside Financial Bank & Trust | 202.00 | $4.6k | 0% | Mar 2026 |
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| Hazlett, Burt & Watson | 173.00 | $4.0k | 1% | Mar 2026 |
|
Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Goss Wealth Management | Dec 2025 | 172k | $4.0M |
| Walleye Partners | Dec 2025 | 17k | $390k |
| Rebalance | Dec 2025 | 9.7k | $224k |
| Honkamp Krueger Financial Services | Dec 2025 | 8.7k | $201k |
| Hanson McClain Advisors | Sep 2025 | 907.00 | $21k |
| Advisory Services Network | Sep 2025 | 622.00 | $14k |