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
Union Bankshares 1.3M $33M 33% Dec 2025
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Golub Group 859k $22M 3% Dec 2025
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Confluence Investment Management 716k $19M 11% Dec 2025
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Stifel Financial 526k $14M 433% Dec 2025
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Benjamin Edwards 468k $12M 1660% Dec 2025
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D.A. Davidson & Co. 374k $9.7M 2% Dec 2025
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Royal Bank of Canada 268k $6.9M 5% Sep 2025
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Atlantic Private Wealth 235k $6.1M 7% Dec 2025
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Commonwealth Equity Services 173k $4.5M 14% Dec 2025
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Accretive Wealth Partners 129k $3.3M 3% Dec 2025
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Mercer Global Advisors 121k $3.1M 20% Dec 2025
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Probity Advisors 111k $2.9M 9% Dec 2025
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HighTower Advisors 103k $2.7M -2% Dec 2025
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Keeler THomas Management 64k $1.6M 2% Dec 2025
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United Capital Financial Advisers 60k $1.6M 44% Sep 2025
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Cetera Investment Advisers 56k $1.5M -71% Dec 2025
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Reliant Wealth Planning 52k $1.4M -4% Dec 2025
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CWM 39k $1.0M 116% Dec 2025
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U.S. Capital Wealth Advisors 37k $952k 2% Dec 2025
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LPL Financial 36k $932k -93% Dec 2025
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Goldman Sachs Group 34k $866k -2% Dec 2025
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Citadel Advisors 30k $786k 100% Sep 2025
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Raymond James Financial 30k $766k 9% Dec 2025
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Tower Research Capital 30k $763k -67% Dec 2025
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Susquehanna International 27k $708k 100% Dec 2025
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L2 Asset Management 25k $641k 0% Dec 2025
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Krilogy Financial 24k $628k -31% Dec 2025
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Equitable Holdings 21k $538k 0% Dec 2025
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Petros Family Wealth 20k $517k 13% Dec 2025
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Mml Investors Services 17k $438k 2% Dec 2025
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Jane Street 17k $432k 5% Dec 2025
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Apella Capital 14k $372k 100% Dec 2025
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UBS Group 12k $318k 100% Dec 2025
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Jacobi Capital Management 11k $286k 11% Dec 2025
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Northwestern Mutual Wealth Management Company 9.9k $255k 0% Dec 2025
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Thoroughbred Financial Services 9.1k $235k 1% Dec 2025
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Warren Averett Asset Management 8.6k $221k 0% Dec 2025
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Wells Fargo & Company 8.5k $220k 100% Dec 2025
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Signature 7.8k $202k 0% Dec 2025
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Dearborn Partners 7.8k $206k 100% Dec 2025
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Guidance Point Advisors 7.8k $201k 100% Dec 2025
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CNB Bank 4.8k $125k 100% Dec 2025
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IFP Advisors 4.8k $123k 29% Dec 2025
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UMA Financial Services 4.0k $103k 0% Dec 2025
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Mendota Financial Group 2.2k $57k 0% Dec 2025
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AllSquare Wealth Management 2.2k $56k 23% Sep 2025
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Brian McDonald 2.0k $51k -37% Dec 2025
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Advisor Group Holdings 1.8k $48k -5% Dec 2025
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Central Trust & Investment 1.6k $43k 57% Dec 2025
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Asset Dedication 1.0k $27k 2% Dec 2025
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CVA Family Office 583.00 $15k 0% Dec 2025
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Who sold out of Ishares Tr?

Fund or Company Name Date Sold Shares Held Valued At
Kestra Advisory Services Sep 2025 190k $4.9M
Envestnet Asset Management Sep 2025 60k $1.6M
CliftonLarsonAllen Wealth Advisors Sep 2025 19k $487k
Flow Traders US Sep 2025 15k $389k
Financial Engines Advisors L.L.C Sep 2025 8.0k $206k
Advisory Services Network Sep 2025 1.1k $27k