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 3.1M $142M -2% Mar 2026
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LPL Financial 2.2M $98M -10% Mar 2026
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State of New Jersey Common Pension Fund D 1.9M $87M 0% Mar 2026
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Betterment 1.4M $66M 18% Dec 2025
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Bank of America Corporation 1.2M $54M 100% Mar 2026
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Fundamentun 1.2M $53M 3% Mar 2026
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Morgan Stanley 1.1M $48M 37% Mar 2026
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CWM 790k $36M 0% Dec 2025
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Hennion & Walsh Asset Management 783k $35M -12% Mar 2026
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BlackRock 736k $33M 25% Mar 2026
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Equitable Holdings 730k $33M 100% Mar 2026
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Ameriprise Financial 664k $30M -19% Mar 2026
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Waller Financial Planning Group 612k $28M 6% Mar 2026
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Resources Investment Advisors 591k $27M -17% Mar 2026
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Mml Investors Services 557k $25M -36% Mar 2026
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Merit Financial Group 526k $24M 13% Mar 2026
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Cetera Investment Advisers 487k $22M -4% Mar 2026
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Ameliora Wealth Management 425k $19M -25% Mar 2026
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Cambridge Investment Research Advisors 414k $19M -22% Mar 2026
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DORVAL Corp 399k $18M 29% Mar 2026
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UBS Group 396k $18M -15% Mar 2026
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Private Advisor 342k $15M 13% Mar 2026
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CliftonLarsonAllen Wealth Advisors 328k $15M -21% Mar 2026
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BlueStem Wealth Partners 271k $12M 46% Mar 2026
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United Capital Financial Advisers 265k $12M -18% Mar 2026
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Envestnet Portfolio Solutions 244k $11M 8% Mar 2026
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Commonwealth Equity Services 192k $8.6M 11% Mar 2026
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Breakwater Capital Group 177k $8.0M 2% Mar 2026
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NorthRock Partners 175k $7.9M -9% Mar 2026
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Exchange Traded Concepts 175k $7.9M -1% Mar 2026
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Assetmark 164k $7.4M 2% Mar 2026
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Stifel Financial 163k $7.4M 2% Mar 2026
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Park Avenue Securities 133k $6.0M -22% Mar 2026
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Citadel Advisors 131k $5.9M 100% Mar 2026
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CPA Asset Management 128k $5.8M -14% Mar 2026
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Diversify Wealth Management 126k $5.7M 1789% Mar 2026
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Harbour Investments 116k $5.2M 10% Mar 2026
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Hoese & Co 109k $4.9M -2% Mar 2026
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Raymond James Financial 97k $4.4M -5% Dec 2025
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Kelly Financial Services 90k $4.1M 4% Mar 2026
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Accel Wealth Management 89k $4.0M 17% Mar 2026
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Keystone Wealth Services 87k $3.9M 0% Mar 2026
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Daybright Advisory Services 84k $3.8M 100% Mar 2026
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Advisor Group Holdings 83k $3.8M -23% Dec 2025
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IFP Advisors 81k $3.7M -15% Mar 2026
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Lunt Capital Management 78k $3.5M 17% Mar 2026
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ORG Partners 73k $3.3M 0% Dec 2025
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Independent Financial Group 71k $3.2M 100% Mar 2026
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Altus Wealth Management 70k $3.2M 4% Mar 2026
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Larch Capital Partners 64k $2.9M 100% Mar 2026
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Fermata Advisors 60k $2.7M -12% Mar 2026
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 58k $2.6M 16% Mar 2026
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Bank of New York Mellon 56k $2.5M -74% Mar 2026
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JB Capital 56k $2.5M 19% Mar 2026
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FreeGulliver 55k $2.5M 0% Mar 2026
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Steward Partners Investment Advisory 53k $2.4M -14% Mar 2026
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Ascent Group 52k $2.4M 4% Dec 2025
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Founders Financial Securities 51k $2.3M 8% Mar 2026
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Advisory Services Network 48k $2.2M -3% Dec 2025
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Shared Vision Wealth Group 48k $2.1M -19% Mar 2026
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Eagle Global Advisors 47k $2.1M 137% Dec 2025
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Vestmark Advisory Solutions 45k $2.0M 2% Mar 2026
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Dynasty Wealth Management 41k $1.8M -54% Mar 2026
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Rockefeller Capital Management 40k $1.8M -15% Mar 2026
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Farther Finance Advisors 37k $1.6M -13% Mar 2026
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Geneos Wealth Management 37k $1.7M -86% Mar 2026
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Sigma Planning 37k $1.6M 72% Mar 2026
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Two West Capital Advisors 35k $1.6M 4% Mar 2026
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Susquehanna International 33k $1.5M 147% Dec 2025
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Prime Capital Investment Advisors 33k $1.5M 2% Mar 2026
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Jane Street 33k $1.5M -14% Mar 2026
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Janney Montgomery Scott 32k $1.5M -94% Mar 2026
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Royal Bank of Canada 32k $1.4M -94% Mar 2026
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Convergence Financial 32k $1.4M 1% Mar 2026
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McGlone Suttner Wealth Management 31k $1.4M -89% Mar 2026
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RFG Advisory 30k $1.4M 9% Mar 2026
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Sagespring Wealth Partners 30k $1.4M -8% Mar 2026
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Nations Financial Group 30k $1.4M 16% Mar 2026
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Keebeck Wealth Management 27k $1.2M 51% Dec 2025
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Wealth Management Associates 27k $1.2M 2% Mar 2026
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ShoreHaven Wealth Partners 27k $1.2M -11% Mar 2026
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Helium Advisors 26k $1.2M 100% Mar 2026
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Tidemark 26k $1.2M 6% Mar 2026
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Transamerica Financial Advisors 25k $1.1M -36% Mar 2026
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Pensionmark Financial Group 25k $1.1M 52% Mar 2026
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Change Path 24k $1.1M 2% Mar 2026
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Goss Wealth Management 23k $1.1M 5% Mar 2026
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Forte Asset Management 23k $1.0M 7% Mar 2026
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National Bank Of Canada /fi/ 22k $1.0M 13% Dec 2025
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Apollon Wealth Management 22k $971k 4% Mar 2026
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Paller Financial Services 22k $968k -13% Mar 2026
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HB Wealth Management 21k $963k -3% Mar 2026
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Kestra Advisory Services 21k $923k 16% Mar 2026
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Icon Wealth Advisors 21k $922k -15% Mar 2026
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Patton Albertson & Miller 19k $872k -4% Mar 2026
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Cadia Private Client 19k $845k -9% Mar 2026
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JT Stratford 18k $805k 100% Dec 2025
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Ade 17k $797k 12% Dec 2025
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Steel Peak Wealth Management 17k $785k 12% Mar 2026
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Vertex Planning Partners 16k $732k 5% Dec 2025
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Invst 16k $714k 0% Mar 2026
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CLS Investments 15k $681k -15% Mar 2026
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1620 Investment Advisors 15k $681k 5% Mar 2026
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GeoWealth Management 15k $679k 8% Mar 2026
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Madson Wealth Advisors 15k $661k 100% Mar 2026
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Sovran Advisors 14k $643k -66% Mar 2026
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HighTower Advisors 13k $568k 100% Mar 2026
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Ausdal Financial Partners 13k $565k 7% Mar 2026
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Catalytic Wealth RIA 12k $555k 4% Dec 2025
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Parallel Advisors 12k $530k -5% Mar 2026
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Riverbend Wealth Management 12k $528k 10% Mar 2026
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Mutual Advisors 12k $517k 161% Mar 2026
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Miracle Mile Advisors 11k $510k -50% Mar 2026
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High Falls Advisors 11k $513k 7% Dec 2025
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Centerpoint Advisory Group 11k $485k -20% Mar 2026
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Axxcess Wealth Management 11k $485k 0% Mar 2026
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Argyle Capital Partners 11k $475k 14% Mar 2026
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OpenArc Corporate Advisory 11k $471k 100% Mar 2026
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Lockerman Financial Group 10k $455k 7% Mar 2026
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Ubs Global Asset Management Americas 10k $450k 100% Mar 2026
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Sequoia Financial Advisors 9.6k $431k 114% Mar 2026
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Snowden Capital Advisors 9.1k $416k -3% Dec 2025
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Wedbush Morgan Securities 9.1k $410k 20% Mar 2026
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Avantra Family Wealth 8.7k $392k 12% Mar 2026
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TSG Advice Partners 8.5k $384k 100% Mar 2026
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Arlington Trust 8.2k $371k 0% Mar 2026
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Inspire Advisors 8.1k $364k 100% Mar 2026
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Journey Strategic Wealth 7.8k $352k -3% Mar 2026
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Investment Advisory Group 7.6k $344k 0% Mar 2026
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Atria Investments 7.6k $343k -82% Mar 2026
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Tennessee Valley Asset Management Partners 7.6k $342k -89% Mar 2026
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Colony 7.6k $346k 0% Dec 2025
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West Wealth Group 7.6k $341k -1% Mar 2026
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Integrated Wealth Concepts 7.5k $340k 100% Mar 2026
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Fifth Third Bancorp 7.4k $335k 100% Mar 2026
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Gateway Wealth Partners 7.4k $335k 100% Mar 2026
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Vision Retirement 7.4k $334k -26% Mar 2026
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Able Wealth Management 7.1k $320k -55% Mar 2026
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New England Private Wealth Advisors 6.9k $311k 1% Mar 2026
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Pnc Financial Services 6.9k $311k -16% Mar 2026
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Strategic Blueprint 6.8k $309k -3% Mar 2026
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Brian McDonald 6.7k $304k 7% Dec 2025
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Everest Financial Group 6.6k $296k 100% Mar 2026
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Stronghold Wealth Management 6.5k $293k 100% Mar 2026
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Caitlin John 5.9k $265k 0% Mar 2026
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SigFig Wealth Management 5.6k $252k 2% Mar 2026
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Reicon Wealth Advisors 5.4k $242k 100% Mar 2026
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GEM Asset Management 5.1k $231k -28% Mar 2026
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Evergreen Capital Management 5.1k $233k 0% Dec 2025
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IHT Wealth Management 5.1k $232k -23% Dec 2025
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Embree Financial Group 4.8k $217k 100% Mar 2026
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Mariner Wealth Advisors 4.8k $214k -4% Mar 2026
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Twin City Private Wealth 4.6k $206k -12% Mar 2026
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Who sold out of Ishares Tr edge invt grde?

Fund or Company Name Date Sold Shares Held Valued At
Jpmorgan Chase & Co Sep 2025 199k $9.2M
Diversify Advisory Services Dec 2025 118k $5.4M
Systelligence Dec 2025 93k $4.2M
Peapack Gladstone Financial Corp Dec 2025 88k $4.0M
Paradigm Financial Partners Dec 2025 73k $3.3M
Traveka Wealth Dec 2025 48k $2.2M
SWMG Dec 2025 36k $1.6M
MA Private Wealth Dec 2025 21k $962k
Old Mission Capital Sep 2025 21k $943k
Cyndeo Wealth Partners Dec 2025 16k $740k
Integrity Alliance Dec 2025 13k $579k
Sharkey, Howes & Javer Dec 2025 11k $501k
Mercer Global Advisors Dec 2025 7.5k $343k
Goldman Sachs Group Dec 2025 7.3k $332k
IFG Advisory Dec 2025 6.8k $311k
DecisionMap Wealth Management Dec 2025 6.3k $287k
Triad Wealth Partners Dec 2025 6.1k $279k
Sanctuary Advisors Dec 2025 5.1k $233k