Who owns Ishares Tr edge invt grde?

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Analyze quarterly positions in Ishares Tr edge invt grde with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Ishares Tr edge invt grde stock

Who bought or sold Ishares Tr edge invt grde this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Envestnet Asset Management 3.4M $155M 7% Sep 2025
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LPL Financial 2.3M $105M 14% Sep 2025
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State of New Jersey Common Pension Fund D 1.6M $75M 0% Sep 2025
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Betterment 1.2M $56M 77% Sep 2025
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Fundamentun 1.1M $50M 19% Sep 2025
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Ameriprise Financial 893k $41M -10% Sep 2025
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Hennion & Walsh Asset Management 845k $39M 6% Sep 2025
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CWM 787k $36M 0% Sep 2025
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Mml Investors Services 751k $35M 1% Sep 2025
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Resources Investment Advisors 734k $34M 0% Sep 2025
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BlackRock 616k $28M 3% Sep 2025
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Morgan Stanley 556k $25M 100% Jun 2025
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Ameliora Wealth Management 543k $25M -1% Sep 2025
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Janney Montgomery Scott 519k $24M 2% Sep 2025
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Royal Bank of Canada 511k $25M 4% Sep 2025
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Waller Financial Planning Group 506k $23M 2% Sep 2025
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CliftonLarsonAllen Wealth Advisors 473k $22M -9% Sep 2025
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Cambridge Investment Research Advisors 467k $22M 5% Sep 2025
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Cetera Investment Advisers 450k $21M 85% Sep 2025
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UBS Group 434k $20M 29% Sep 2025
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Merit Financial Group 387k $18M 55% Sep 2025
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United Capital Financial Advisers 319k $15M -4% Sep 2025
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Private Advisor 286k $13M 22% Sep 2025
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McGlone Suttner Wealth Management 278k $13M 2% Sep 2025
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DORVAL Corp 273k $13M 18% Sep 2025
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Geneos Wealth Management 257k $12M 2% Sep 2025
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Systelligence 220k $10M 57% Sep 2025
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BlueStem Wealth Partners 202k $9.3M 18% Sep 2025
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Jpmorgan Chase & Co 199k $9.2M -8% Sep 2025
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Bank of New York Mellon 199k $9.2M 8% Sep 2025
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Envestnet Portfolio Solutions 177k $8.2M 7% Sep 2025
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Exchange Traded Concepts 168k $7.7M -1% Sep 2025
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Commonwealth Equity Services 166k $7.6M -30% Sep 2025
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Park Avenue Securities 162k $7.5M 9% Sep 2025
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Assetmark 158k $7.3M 1% Sep 2025
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Stifel Financial 148k $6.8M 2% Sep 2025
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CPA Asset Management 145k $6.7M 12% Sep 2025
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Breakwater Capital Group 132k $6.1M 39% Sep 2025
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IFP Advisors 110k $5.0M 0% Sep 2025
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Advisor Group Holdings 108k $5.0M 25% Sep 2025
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Diversify Advisory Services 107k $4.9M 2056% Sep 2025
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Raymond James Financial 102k $4.7M -10% Sep 2025
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Harbour Investments 98k $4.5M 0% Sep 2025
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Keystone Wealth Services 84k $3.9M 231% Sep 2025
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Dynasty Wealth Management 78k $3.6M 84% Sep 2025
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Hoese & Co 76k $3.5M 27% Sep 2025
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Paradigm Financial Partners 75k $3.4M 24% Sep 2025
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ORG Partners 73k $3.4M 0% Sep 2025
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Kelly Financial Services 73k $3.4M 22% Sep 2025
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Accel Wealth Management 73k $3.3M 8% Sep 2025
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Lunt Capital Management 72k $3.3M -4% Sep 2025
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Steward Partners Investment Advisory 71k $3.3M 18% Sep 2025
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Tennessee Valley Asset Management Partners 67k $3.1M 100% Sep 2025
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Fermata Advisors 66k $3.0M 48% Sep 2025
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Peapack Gladstone Financial Corp 60k $2.7M 0% Sep 2025
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FreeGulliver 59k $2.7M 11% Sep 2025
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Shared Vision Wealth Group 53k $2.4M -3% Sep 2025
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Ascent Group 50k $2.3M 8% Sep 2025
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Advisory Services Network 50k $2.3M -7% Sep 2025
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Altus Wealth Management 44k $2.0M 2% Sep 2025
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Rockefeller Capital Management 44k $2.0M 16% Sep 2025
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Vestmark Advisory Solutions 43k $2.0M -51% Sep 2025
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Atria Investments 42k $2.0M -13% Sep 2025
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JB Capital 41k $1.9M 24% Sep 2025
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Sovran Advisors 40k $1.8M 34% Sep 2025
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Founders Financial Securities 39k $1.8M -1% Sep 2025
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 37k $1.7M 20% Sep 2025
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Sagespring Wealth Partners 37k $1.7M 36% Sep 2025
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SWMG 35k $1.6M -18% Sep 2025
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Prime Capital Investment Advisors 34k $1.6M -3% Sep 2025
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Transamerica Financial Advisors 33k $1.5M 100% Sep 2025
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Farther Finance Advisors 31k $1.4M 5% Sep 2025
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Convergence Financial 31k $1.4M 11% Sep 2025
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Two West Capital Advisors 30k $1.4M 29% Sep 2025
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ShoreHaven Wealth Partners 29k $1.3M 100% Sep 2025
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MA Private Wealth 27k $1.2M 1% Sep 2025
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Traveka Wealth 27k $1.2M 100% Sep 2025
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RFG Advisory 27k $1.2M 7% Sep 2025
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Icon Wealth Advisors 26k $1.2M 348% Sep 2025
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Wealth Management Associates 25k $1.2M 2% Sep 2025
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Change Path 24k $1.1M 3% Sep 2025
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Patton Albertson & Miller 24k $1.1M -4% Sep 2025
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Sigma Planning 24k $1.1M 9% Sep 2025
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Miracle Mile Advisors 23k $1.1M -1% Sep 2025
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HB Wealth Management 22k $1.0M -25% Sep 2025
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Tidemark 22k $990k 79% Sep 2025
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Forte Asset Management 21k $966k 1% Sep 2025
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Old Mission Capital 21k $943k 100% Sep 2025
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Eagle Global Advisors 20k $913k 25% Sep 2025
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National Bank Of Canada /fi/ 20k $912k 1% Sep 2025
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Apollon Wealth Management 20k $904k 1% Sep 2025
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Lion Street Advisors 19k $1.0M 25% Sep 2025
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Keebeck Wealth Management 18k $828k 100% Sep 2025
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Goss Wealth Management 18k $824k 2% Sep 2025
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Nations Financial Group 17k $785k 14% Sep 2025
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CLS Investments 17k $759k 59% Sep 2025
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Kestra Advisory Services 16k $732k 8% Sep 2025
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Able Wealth Management 16k $721k 21% Sep 2025
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Ade 16k $715k 37% Sep 2025
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Vertex Planning Partners 15k $700k 12% Sep 2025
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Centerpoint Advisory Group 15k $695k -2% Sep 2025
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Cyndeo Wealth Partners 15k $693k 3% Sep 2025
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Parallel Advisors 15k $679k -69% Sep 2025
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1620 Investment Advisors 15k $679k 0% Sep 2025
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Susquehanna International 14k $621k -80% Sep 2025
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GeoWealth Management 13k $589k 9% Sep 2025
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Mercer Global Advisors 12k $552k -10% Sep 2025
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Catalytic Wealth RIA 12k $540k 0% Sep 2025
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Ausdal Financial Partners 12k $538k 4% Sep 2025
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Steel Peak Wealth Management 12k $534k -6% Sep 2025
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Atria Wealth Solutions 11k $493k 100% Jun 2025
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Axxcess Wealth Management 11k $495k 1% Sep 2025
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High Falls Advisors 11k $482k 7% Sep 2025
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Integrated Wealth Concepts 10k $461k -94% Sep 2025
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FTB Advisors 9.9k $448k 38% Jun 2025
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Invst 9.7k $442k 100% Jun 2025
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Pensionmark Financial Group 9.7k $446k 12% Sep 2025
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Snowden Capital Advisors 9.4k $435k 1% Sep 2025
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Lockerman Financial Group 9.4k $433k 100% Sep 2025
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Argyle Capital Partners 9.2k $425k 0% Sep 2025
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Journey Strategic Wealth 8.0k $367k 100% Sep 2025
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West Wealth Group 7.7k $354k 5% Sep 2025
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Investment Advisory Group 7.6k $352k 0% Sep 2025
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Colony 7.6k $349k 0% Sep 2025
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Avantra Family Wealth 7.4k $341k 100% Sep 2025
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Goldman Sachs Group 7.3k $335k 1% Sep 2025
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Riverbend Wealth Management 7.2k $331k 9% Sep 2025
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Wells Fargo & Company 7.2k $329k -23% Sep 2025
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Twin City Private Wealth 7.0k $324k -14% Sep 2025
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Pnc Financial Services 6.9k $316k 27% Sep 2025
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New England Private Wealth Advisors 6.7k $310k 1% Sep 2025
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IFG Advisory 6.7k $307k 12% Sep 2025
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H D Vest Advisory Services 6.7k $303k 26% Jun 2025
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IHT Wealth Management 6.6k $305k -37% Sep 2025
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NorthRock Partners 6.4k $293k -81% Jun 2025
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Brian McDonald 6.2k $286k 12% Sep 2025
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DecisionMap Wealth Management 6.2k $285k 0% Sep 2025
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Certus Wealth Management 6.2k $285k 3% Sep 2025
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Flow Traders US 6.2k $284k 100% Sep 2025
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Caitlin John 6.0k $276k 0% Sep 2025
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Integrated Advisors Network 5.7k $264k -3% Sep 2025
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Spirit Of America Management Corp 5.6k $257k 0% Sep 2025
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GEM Asset Management 5.6k $256k 100% Sep 2025
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SigFig Wealth Management 5.4k $248k -2% Sep 2025
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Evergreen Capital Management 5.1k $235k 100% Sep 2025
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Mariner Wealth Advisors 4.9k $224k -10% Sep 2025
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Leavell Investment Management 4.6k $214k -1% Sep 2025
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Precision Wealth Strategies 4.6k $212k -9% Sep 2025
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CFS Investment Advisory Services 4.4k $204k 100% Sep 2025
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Sequoia Financial Advisors 4.3k $200k -2% Sep 2025
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Who sold out of Ishares Tr edge invt grde?

Fund or Company Name Date Sold Shares Held Valued At
Citadel Advisors Jun 2025 128k $5.8M
Jane Street Jun 2025 35k $1.6M
Silver Oak Securities Jun 2025 33k $1.5M
Dohj Jun 2025 24k $1.0M
HPM Partners Jun 2025 8.6k $391k
Liberty Square Wealth Partners Jun 2025 4.8k $218k