Who owns Ishares Tr core strm usbd?
- Ticker: ISTB
- CUSIP Number: 46432F859
Tip: Access positions for across all investors
Analyze quarterly positions in Ishares Tr core strm usbd with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Ishares Tr core strm usbd stock
Who bought or sold Ishares Tr core strm usbd this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| State of Wisconsin Investment Board | 4.5M | $216M | 0% | Dec 2023 |
|
| Charles Schwab Investment Management | 3.8M | $178M | -5% | Dec 2023 |
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| Trust Point | 3.1M | $147M | -1% | Mar 2024 |
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| Bank of America Corporation | 1.8M | $85M | 2% | Dec 2023 |
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| Spinnaker Trust | 1.2M | $58M | 3450% | Dec 2023 |
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| Raymond James & Associates | 1.2M | $57M | 3% | Mar 2024 |
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| UBS Group | 1.1M | $52M | -38% | Dec 2023 |
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| Mariner Wealth Advisors | 1.0M | $48M | 3% | Dec 2023 |
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| Townsend & Associates | 924k | $44M | 81% | Dec 2023 |
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| Cahaba Wealth Management | 766k | $36M | 7% | Mar 2024 |
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| Wells Fargo & Company | 752k | $36M | -6% | Dec 2023 |
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| Prosperity Planning | 707k | $34M | 9% | Mar 2024 |
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| MBL Wealth | 661k | $31M | 5% | Mar 2024 |
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| Jpmorgan Chase & Co | 636k | $30M | 28% | Dec 2023 |
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| Courage Miller Partners | 482k | $23M | 1% | Mar 2024 |
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| HPM Partners | 475k | $23M | 7% | Dec 2023 |
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| Cim | 463k | $22M | 100% | Dec 2023 |
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| Royal Bank of Canada | 455k | $22M | 6% | Dec 2023 |
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| Geneos Wealth Management | 449k | $21M | -3% | Dec 2023 |
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| Raymond James Financial Services Advisors | 438k | $21M | -11% | Mar 2024 |
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| Jane Street | 406k | $19M | 466% | Dec 2023 |
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| Horizon Investments | 321k | $15M | 11% | Dec 2023 |
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| Phillips Financial Management | 316k | $15M | -3% | Mar 2024 |
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| Capital Insight Partners | 308k | $15M | 3% | Mar 2024 |
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| Opal Wealth Advisors | 306k | $15M | -30% | Mar 2024 |
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| Creative Planning | 303k | $14M | -4% | Dec 2023 |
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| Pittenger & Anderson | 279k | $13M | 10% | Dec 2023 |
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| Advisor Group Holdings | 277k | $13M | 7% | Dec 2023 |
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| Founders Financial Securities | 274k | $13M | -16% | Mar 2024 |
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| Commonwealth Equity Services | 271k | $13M | -6% | Dec 2023 |
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| Orion Portfolio Solutions | 266k | $13M | -2% | Dec 2023 |
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| Divergent Wealth Advisors | 254k | $12M | -1% | Dec 2023 |
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| Omega Financial Group | 240k | $11M | 3% | Mar 2024 |
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| HighTower Advisors | 232k | $11M | 252% | Dec 2023 |
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| Beacon Pointe Advisors | 221k | $11M | 4% | Dec 2023 |
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| Hunter Associates | 197k | $9.4M | 11% | Dec 2023 |
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| Pnc Financial Services | 196k | $9.3M | 7% | Dec 2023 |
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| Alexander Randolph Advisory | 190k | $9.0M | 100% | Dec 2023 |
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| DORVAL Corp | 184k | $8.8M | 100% | Dec 2023 |
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| Bank Of Montreal | 184k | $8.7M | 28% | Dec 2023 |
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| Wealth Management Resources | 178k | $8.5M | 6% | Mar 2024 |
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| McKinley Carter Wealth Services | 178k | $8.4M | 3% | Dec 2023 |
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| Arkansas Financial | 177k | $8.4M | 0% | Mar 2024 |
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| Cranbrook Wealth Management | 175k | $8.3M | 2% | Mar 2024 |
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| Prairieview Wealth Partners | 171k | $8.1M | 5% | Mar 2024 |
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| Abundance Wealth Counselors | 167k | $7.9M | 7% | Mar 2024 |
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| Iron Financial | 164k | $7.8M | -1% | Mar 2024 |
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| Bluestem Financial Advisors | 162k | $7.7M | -1% | Mar 2024 |
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| Fiduciary | 162k | $7.7M | -9% | Dec 2023 |
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| LWS Wealth Advisors | 161k | $7.6M | 7% | Dec 2023 |
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| Cambridge Investment Research Advisors | 156k | $7.4M | -5% | Mar 2024 |
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| Corepath Wealth Partners | 153k | $7.3M | -1% | Dec 2023 |
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| Brio Consultants | 153k | $7.3M | -37% | Dec 2023 |
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| Steward Partners Investment Advisory | 150k | $7.1M | -33% | Dec 2023 |
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| Morris Financial Concepts | 148k | $7.0M | 1% | Mar 2024 |
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| CI Private Wealth | 147k | $7.0M | 100% | Dec 2023 |
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| Buttonwood Financial Advisors | 139k | $6.6M | 6% | Mar 2024 |
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| Maryland Capital Advisors | 139k | $6.6M | -16% | Mar 2024 |
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| Providence First Trust | 132k | $6.3M | -2% | Dec 2023 |
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| Hoxton Planning & Management | 125k | $5.9M | 8% | Mar 2024 |
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| Sterling Investment Advisors | 121k | $5.7M | 4% | Mar 2024 |
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| Miracle Mile Advisors | 112k | $5.3M | -32% | Mar 2024 |
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| Rockefeller Capital Management | 109k | $5.2M | -7% | Dec 2023 |
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| Meeder Asset Management | 106k | $5.1M | 1% | Dec 2023 |
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| Mather Group | 106k | $5.0M | 1% | Mar 2024 |
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| JGP Wealth Management | 106k | $5.0M | 19% | Mar 2024 |
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| Mjp Associates | 103k | $4.9M | 324% | Mar 2024 |
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| TD Capital Management | 101k | $4.8M | 25% | Dec 2023 |
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| Fonville Wealth Management | 100k | $4.8M | 100% | Dec 2023 |
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| Vantage Financial Partners | 100k | $4.8M | 4% | Dec 2023 |
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| Lutz Financial Services | 99k | $4.7M | 5% | Dec 2023 |
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| Williams & Novak | 99k | $4.7M | 0% | Mar 2024 |
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| Garrett Investment Advisors | 99k | $4.7M | -70% | Mar 2024 |
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| Rooted Wealth Advisors | 97k | $4.6M | 3% | Mar 2024 |
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| Kovitz Investment Group Partners | 97k | $4.6M | -51% | Dec 2023 |
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| Dynamic Advisors Solutions | 92k | $4.4M | -32% | Mar 2024 |
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| Peoples Bank National Association | 90k | $4.3M | 2% | Dec 2023 |
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| Baker Ellis Asset Management | 90k | $4.3M | 7% | Mar 2024 |
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| First Hawaiian Bank | 86k | $4.1M | 1% | Mar 2024 |
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| Baker Avenue Asset Management | 84k | $4.0M | -47% | Dec 2023 |
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| Lineweaver Wealth Advisors | 80k | $3.8M | 100% | Dec 2023 |
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| Sound View Wealth Advisors Group | 80k | $3.8M | -7% | Dec 2023 |
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| Kestra Advisory Services | 77k | $3.7M | -4% | Dec 2023 |
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| BCGM Wealth Management | 75k | $3.6M | -15% | Dec 2023 |
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| Sound Stewardship | 75k | $3.6M | -13% | Dec 2023 |
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| Goldman Sachs Group | 74k | $3.5M | -1% | Dec 2023 |
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| Baird Financial | 72k | $3.4M | 9% | Dec 2023 |
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| Smithfield Trust Company | 70k | $3.3M | -9% | Dec 2023 |
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| Envestnet Portfolio Solutions | 66k | $3.1M | 100% | Dec 2023 |
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| Financial Synergies Wealth Advisors | 65k | $3.1M | -71% | Mar 2024 |
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| AE Wealth Management | 65k | $3.1M | -77% | Dec 2023 |
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| Carl P. Sherr & Co | 61k | $2.9M | -50% | Dec 2023 |
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| Prospera Financial Services | 61k | $2.9M | -1% | Dec 2023 |
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| Hanson McClain Advisors | 59k | $2.8M | -19% | Dec 2023 |
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| Private Advisor | 58k | $2.8M | 4% | Dec 2023 |
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| Legacy Private Trust | 58k | $2.7M | 0% | Mar 2024 |
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| Acorn Financial Advisory Services | 58k | $2.7M | -24% | Dec 2023 |
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| Eldridge Investment Advisors | 57k | $2.7M | 573% | Dec 2023 |
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| Studio Investment Management | 53k | $2.5M | -4% | Dec 2023 |
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| Sontag Advisory | 53k | $2.5M | -5% | Dec 2023 |
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| Wealth Dimensions Group | 51k | $2.4M | -19% | Dec 2023 |
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| PDS Planning | 49k | $2.3M | -33% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 49k | $2.3M | 21% | Mar 2024 |
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| Rockbridge Investment Management, LCC | 49k | $2.3M | 100% | Dec 2023 |
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| ValMark Advisers | 49k | $2.3M | -2% | Dec 2023 |
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| Institutional & Family Asset Management | 48k | $2.3M | 2% | Dec 2023 |
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| Investment Advisory Group | 46k | $2.2M | -2% | Dec 2023 |
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| Charter Oak Capital Management | 46k | $2.2M | -1% | Mar 2024 |
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| Natixis Asset Management Advisors | 46k | $2.2M | -13% | Dec 2023 |
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| Buckingham Asset Management | 45k | $2.1M | 100% | Dec 2023 |
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| City Holding | 45k | $2.1M | 1% | Mar 2024 |
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| Mercer Global Advisors | 44k | $2.1M | 5% | Dec 2023 |
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| Gyl Financial Synergies | 43k | $2.1M | 1% | Dec 2023 |
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| Wealthstar Advisors | 43k | $2.0M | -1% | Mar 2024 |
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| NorthLanding Financial Partners | 41k | $2.0M | -30% | Dec 2023 |
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| Ironwood Investment Counsel | 41k | $1.9M | -26% | Dec 2023 |
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| Principal Securities | 40k | $1.9M | 100% | Dec 2023 |
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| Advisor OS | 39k | $1.8M | -53% | Dec 2023 |
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| Captrust Financial Advisors | 38k | $1.8M | 5% | Dec 2023 |
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| Betterment | 38k | $1.8M | -8% | Dec 2023 |
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| Johnson Financial Group | 38k | $1.8M | -62% | Dec 2023 |
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| Hilltop Holdings | 37k | $1.8M | -10% | Dec 2023 |
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| Harbour Investments | 36k | $1.7M | -7% | Dec 2023 |
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| Argent Advisors | 35k | $1.7M | -7% | Dec 2023 |
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| Richard W. Paul & Associates | 35k | $1.6M | -2% | Dec 2023 |
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| Kmg Fiduciary Partners | 35k | $1.6M | 0% | Mar 2024 |
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| Columbus Macro | 34k | $1.6M | 4% | Mar 2024 |
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| J.w. Cole Advisors | 34k | $1.6M | 0% | Dec 2023 |
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| Ronald Blue Trust | 34k | $1.6M | -36% | Dec 2023 |
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| Horizon Family Wealth | 32k | $1.5M | 100% | Dec 2023 |
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| TrueWealth Financial Partners | 31k | $1.5M | 2% | Dec 2023 |
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| Rather & Kittrell | 30k | $1.4M | -4% | Dec 2023 |
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| Cyndeo Wealth Partners | 29k | $1.4M | 100% | Mar 2024 |
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| Bellwether Advisors | 29k | $1.4M | -16% | Dec 2023 |
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| Stone House Investment Management | 29k | $1.4M | -66% | Dec 2023 |
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| FC Advisory | 29k | $1.4M | 2% | Mar 2024 |
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| Eukles Asset Management | 29k | $1.4M | -2% | Dec 2023 |
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| InterOcean Capital Group | 28k | $1.3M | -27% | Dec 2023 |
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| Nwam | 27k | $1.3M | 2% | Dec 2023 |
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| Delta Financial Group | 27k | $1.3M | -6% | Dec 2023 |
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| Sunburst Financial Group | 27k | $1.2M | -29% | Mar 2024 |
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| Mutual Advisors | 26k | $1.3M | 0% | Dec 2023 |
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| First PREMIER Bank | 25k | $1.2M | 3% | Mar 2024 |
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| Raymond James Trust | 25k | $1.2M | 14% | Mar 2024 |
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| MKT Advisors | 25k | $1.2M | 49% | Mar 2024 |
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| Kestra Private Wealth Services | 25k | $1.2M | 34% | Dec 2023 |
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| Global Retirement Partners | 24k | $1.1M | -2% | Mar 2024 |
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| Crestwood Advisors | 23k | $1.1M | 54% | Dec 2023 |
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| Berger Financial Group | 23k | $1.1M | 100% | Mar 2024 |
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| Hill Island Financial | 23k | $1.1M | -14% | Dec 2023 |
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| PFG Financial Advisors | 23k | $1.1M | -6% | Mar 2024 |
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| Luts & Greenleigh Group | 22k | $1.1M | -34% | Dec 2023 |
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| BIP Wealth | 20k | $955k | -31% | Dec 2023 |
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| Sunesis Advisors | 19k | $890k | -39% | Dec 2023 |
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| Smith & Howard Wealth Management | 15k | $717k | -55% | Mar 2024 |
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| Us Bancorp | 14k | $649k | -61% | Dec 2023 |
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| Chicago Partners Investment | 14k | $643k | -65% | Dec 2023 |
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| Green Square Capital | 8.9k | $425k | -65% | Dec 2023 |
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| Emerald Investment Partners | 8.2k | $388k | -70% | Dec 2023 |
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| SC&H Financial Advisors | 7.4k | $351k | -72% | Dec 2023 |
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| Citadel Advisors | 7.2k | $345k | -97% | Dec 2023 |
|
| Smith Anglin Financial | 4.6k | $219k | -92% | Dec 2023 |
|
Who sold out of Ishares Tr core strm usbd?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Symmetry Partner | Sep 2023 | 622k | $29M |
| Buck Wealth Strategies | Sep 2023 | 97k | $4.5M |
| Sigma Planning | Sep 2023 | 88k | $4.1M |
| Meridian Wealth Management | Sep 2023 | 58k | $2.7M |
| Sowell Financial Services | Sep 2023 | 34k | $1.6M |
| True Link Financial Advisors | Dec 2023 | 23k | $1.1M |
| Coppell Advisory Solutions | Sep 2023 | 23k | $1.0M |