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 1.8M $47M 29% Jun 2026
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Confluence Investment Management 938k $23M -3% Sep 2026
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Golub Group 879k $22M 2% Jun 2026
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Stifel Financial 785k $20M 39% Jun 2026
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Benjamin Edwards 723k $18M 43% Jun 2026
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D.A. Davidson & Co. 484k $12M 15% Sep 2026
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Atlantic Private Wealth 222k $5.6M -4% Jun 2026
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Commonwealth Equity Services 209k $5.3M 8% Jun 2026
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Probity Advisors 200k $4.8M 15% Sep 2026
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Ameriprise Financial 171k $4.4M -4% Jun 2026
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Accretive Wealth Partners 160k $4.1M 25% Jun 2026
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Mercer Global Advisors 149k $3.8M 14% Jun 2026
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UBS Group 134k $3.4M 1% Jun 2026
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Royal Bank of Canada 125k $3.2M -71% Jun 2026
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Envestnet Asset Management 114k $2.9M 15% Jun 2026
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United Capital Financial Advisers 109k $2.8M 14% Jun 2026
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Rsm Us Wealth Management 109k $2.6M 100% Sep 2026
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HighTower Advisors 105k $2.7M 1% Jun 2026
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Raymond James Financial 81k $2.0M 7% Jun 2026
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Cetera Investment Advisers 58k $1.5M 0% Jun 2026
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Petros Family Wealth 57k $1.4M 27% Sep 2026
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Mariner Wealth Advisors 55k $1.4M 100% Jun 2026
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Citadel Advisors 55k $1.4M 35% Jun 2026
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Reliant Wealth Planning 52k $1.3M 0% Jun 2026
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Bell Investment Advisors 52k $1.3M 1% Sep 2026
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PFG Advisors 51k $1.2M 100% Sep 2026
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Bank of America Corporation 50k $1.3M 21% Jun 2026
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Thoroughbred Financial Services 43k $1.1M 115% Jun 2026
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LPL Financial 38k $974k 11% Jun 2026
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SRS Capital Advisors 35k $879k 100% Jun 2026
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Goldman Sachs Group 32k $808k 0% Jun 2026
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L2 Asset Management 26k $663k 5% Jun 2026
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Krilogy Financial 25k $606k 18% Sep 2026
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Jane Street 24k $604k 8% Jun 2026
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Equitable Holdings 21k $528k 0% Jun 2026
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Wells Fargo & Company 21k $528k -6% Jun 2026
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Mml Investors Services 19k $484k 22% Jun 2026
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Northwestern Mutual Wealth Management Company 19k $481k 83% Jun 2026
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Apella Capital 14k $346k 0% Sep 2026
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Old Mission Investment 14k $331k 100% Sep 2026
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Single Point Partners 13k $314k 0% Sep 2026
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Dearborn Partners 9.1k $238k 0% Jun 2026
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Jacobi Capital Management 12k $291k 1% Jun 2026
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IFP Advisors 11k $273k 14% Sep 2026
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Park Avenue Securities 11k $273k 12% Sep 2026
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Bank of New York Mellon 11k $274k 100% Jun 2026
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Signature 9.8k $236k 0% Sep 2026
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Keeler THomas Management 9.6k $231k -11% Sep 2026
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Vestmark Advisory Solutions 9.1k $231k 100% Jun 2026
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Wealth Enhancement Advisory Services 8.9k $214k 100% Sep 2026
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Guidance Point Advisors 8.6k $206k 1% Sep 2026
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Warren Averett Asset Management 8.6k $217k 0% Jun 2026
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CNB Bank 5.1k $128k 5% Jun 2026
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UMA Financial Services 4.0k $96k 0% Sep 2026
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Action Point Financial Planning 3.3k $84k 100% Jun 2026
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Advisor Group Holdings 2.8k $72k 54% Jun 2026
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Fifth Third Bancorp 2.7k $70k 0% Jun 2026
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Central Trust & Investment 1.4k $35k 0% Jun 2026
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Hyposwiss Advisors SA 1.4k $33k 0% Sep 2026
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Asset Dedication 1.2k $30k 15% Jun 2026
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CVA Family Office 583.00 $15k 0% Jun 2026
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High Note Wealth 377.00 $9.1k 100% Sep 2026
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Who sold out of Ishares Tr?

Fund or Company Name Date Sold Shares Held Valued At
Atria Investments Jun 2026 8.9k $225k
Bellecapital International Jun 2026 5.6k $142k
Advisory Services Network Mar 2026 1.5k $38k