Who owns ISHARES TR?
- Ticker: LMUB
- CUSIP Number: 46438g448
Tip: Access positions for across all investors
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 |
|---|---|---|---|---|---|
| Envestnet Asset Management | 13M | $660M | 7% | Jun 2026 |
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| LPL Financial | 6.0M | $280M | -9% | Sep 2026 |
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| Jpmorgan Chase & Co | 2.8M | $143M | 100% | Jun 2026 |
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| Mml Investors Services | 1.5M | $78M | 28% | Jun 2026 |
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| Cetera Investment Advisers | 1.2M | $61M | 6% | Jun 2026 |
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| Park Avenue Securities | 976k | $45M | -16% | Sep 2026 |
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| Envestnet Portfolio Solutions | 884k | $45M | 8% | Jun 2026 |
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| Sanctuary Advisors | 514k | $26M | 57% | Jun 2026 |
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| Vise Technologies | 498k | $23M | 40% | Sep 2026 |
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| KM Capital Management | 442k | $23M | 8% | Jun 2026 |
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| Foundations Investment Advisors | 341k | $18M | 32% | Jun 2026 |
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| One Wealth Advisors | 336k | $17M | 38% | Jun 2026 |
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| Resources Investment Advisors | 305k | $16M | 47% | Jun 2026 |
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| Icon Wealth Advisors | 304k | $16M | 4% | Jun 2026 |
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| BlackRock | 256k | $13M | 0% | Jun 2026 |
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| Manhattan West Asset Management | 207k | $11M | 31% | Jun 2026 |
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| Stifel Financial | 203k | $10M | 10% | Jun 2026 |
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| Kestra Advisory Services | 181k | $8.4M | 8% | Sep 2026 |
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| CLS Investments | 174k | $8.9M | 8% | Jun 2026 |
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| Tyche Wealth Partners | 155k | $7.9M | 21% | Jun 2026 |
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| Diversified Portfolios | 154k | $7.1M | 100% | Sep 2026 |
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| Bank of New York Mellon | 146k | $6.8M | -17% | Sep 2026 |
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| Savvy Advisors | 125k | $6.4M | 16% | Jun 2026 |
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| Jane Street | 122k | $6.3M | -42% | Jun 2026 |
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| Fedenia Advisers | 114k | $5.3M | -11% | Sep 2026 |
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| Diversify Advisory Services | 113k | $5.3M | 30% | Sep 2026 |
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| Diversify Wealth Management | 113k | $5.3M | 30% | Sep 2026 |
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| Watershed Private Wealth | 106k | $4.9M | -12% | Sep 2026 |
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| Thrivent Financial for Lutherans | 106k | $5.0M | -8% | Sep 2026 |
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| Kelly Financial Services | 98k | $4.5M | -26% | Sep 2026 |
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| Keebeck Wealth Management | 97k | $5.0M | 33% | Jun 2026 |
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| Seeds Investor | 97k | $4.9M | 6% | Jun 2026 |
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| May Hill Capital | 95k | $4.4M | -5% | Sep 2026 |
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| Steward Partners Investment Advisory | 86k | $4.4M | 12% | Jun 2026 |
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| Able Wealth Management | 86k | $4.0M | 24% | Sep 2026 |
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| Wealth Alliance | 83k | $4.2M | 1% | Jun 2026 |
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| JB Capital | 82k | $3.8M | -7% | Sep 2026 |
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| Atria Investments | 81k | $3.8M | -15% | Sep 2026 |
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| One Wealth Capital Management | 68k | $3.1M | -47% | Sep 2026 |
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| MLG Wealth Management DBA Pine Grove Financial Group | 66k | $3.1M | -32% | Sep 2026 |
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| Commonwealth Equity Services | 63k | $2.9M | 20% | Sep 2026 |
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| EFG International | 62k | $3.2M | 22% | Jun 2026 |
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| Ashton Thomas Private Wealth | 61k | $2.8M | -7% | Sep 2026 |
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| ONE Advisory Partners | 60k | $2.8M | -35% | Sep 2026 |
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| Emerald Investment Partners | 57k | $2.9M | 11% | Jun 2026 |
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| Detalus Advisors | 56k | $2.6M | -71% | Sep 2026 |
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| Cambridge Investment Research Advisors | 56k | $2.6M | 17% | Sep 2026 |
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| Wealth Enhancement Advisory Services | 54k | $2.5M | 557% | Sep 2026 |
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| SMART Wealth | 54k | $2.5M | -21% | Sep 2026 |
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| Advisor Group Holdings | 53k | $2.7M | 155% | Jun 2026 |
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| Advyzon Investment Management | 52k | $2.7M | -32% | Jun 2026 |
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| Goss Wealth Management | 51k | $2.6M | 335% | Jun 2026 |
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| Vestmark Advisory Solutions | 48k | $2.5M | 100% | Jun 2026 |
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| Plan | 46k | $2.2M | -46% | Sep 2026 |
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| Farther Finance Advisors | 44k | $2.1M | -60% | Sep 2026 |
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| HighTower Advisors | 38k | $1.8M | -44% | Sep 2026 |
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| Mercer Global Advisors | 38k | $1.9M | 100% | Jun 2026 |
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| Change Path | 38k | $1.9M | 11% | Jun 2026 |
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| Sovran Advisors | 37k | $1.8M | 105% | Jun 2026 |
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| Pensionmark Financial Group | 36k | $1.8M | 2% | Jun 2026 |
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| Principal Securities | 34k | $1.7M | 20% | Jun 2026 |
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| Triad Wealth Partners | 34k | $1.6M | -51% | Sep 2026 |
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| Wiley Bros.-aintree Capital | 33k | $1.8M | 48% | Jun 2026 |
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| LiftPoint Family Wealth Advisors | 33k | $1.5M | -54% | Sep 2026 |
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| Cornerstone Planning Group | 32k | $1.5M | -9% | Sep 2026 |
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| Mount Yale Investment Advisors | 30k | $1.4M | -13% | Sep 2026 |
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| Advisory Services Network | 28k | $1.4M | 16% | Jun 2026 |
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| Benjamin Edwards | 28k | $1.4M | 4% | Jun 2026 |
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| Redwood Investment Management | 28k | $1.4M | 27% | Jun 2026 |
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| Apeiron RIA | 27k | $1.2M | -14% | Sep 2026 |
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| CV Advisors | 26k | $1.2M | 100% | Sep 2026 |
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| Mayflower Financial Advisors | 26k | $1.3M | 17% | Jun 2026 |
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| Verus Capital Partners | 26k | $1.2M | -19% | Sep 2026 |
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| Eq | 25k | $1.2M | 15% | Sep 2026 |
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| Legacy Advisory Services | 25k | $1.1M | 100% | Sep 2026 |
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| Shared Vision Wealth Group | 24k | $1.3M | 81% | Jun 2026 |
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| Gen-Wealth Partners | 24k | $1.1M | -23% | Sep 2026 |
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| Simplicity Wealth | 24k | $1.1M | 42% | Sep 2026 |
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| Strategic Blueprint | 24k | $1.1M | -62% | Sep 2026 |
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| Theory Financial | 23k | $1.1M | -42% | Sep 2026 |
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| PFG Advisors | 22k | $1.0M | 11% | Sep 2026 |
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| Core Wealth Advisors | 21k | $992k | 4% | Sep 2026 |
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| VisionPoint Advisory Group | 20k | $945k | 24% | Sep 2026 |
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| SRS Capital Advisors | 20k | $1.0M | 1216% | Jun 2026 |
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| Aspire Private Capital | 19k | $891k | -17% | Sep 2026 |
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| Conquis Financial | 18k | $944k | -34% | Jun 2026 |
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| Pasadena Private Wealth | 18k | $840k | 100% | Sep 2026 |
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| Westside Investment Management | 18k | $817k | 100% | Sep 2026 |
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| Polaris Investment Advisors | 17k | $810k | -25% | Sep 2026 |
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| Modern Wealth Management | 17k | $892k | 5% | Jun 2026 |
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| SigFig Wealth Management | 17k | $808k | -16% | Sep 2026 |
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| Wedbush Morgan Securities | 17k | $805k | -21% | Sep 2026 |
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| LifePlan Investment Advisors | 17k | $860k | 100% | Jun 2026 |
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| AE Wealth Management | 17k | $851k | 56% | Jun 2026 |
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| HPM Partners | 16k | $827k | 72% | Jun 2026 |
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| We Are One Seven | 16k | $751k | -54% | Sep 2026 |
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| Elmwood Wealth Management | 16k | $745k | 100% | Sep 2026 |
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| Sharkey, Howes & Javer | 16k | $735k | 20% | Sep 2026 |
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| Redhawk Wealth Advisors | 16k | $724k | -17% | Sep 2026 |
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| Regal Investment Advisors | 15k | $769k | 60% | Jun 2026 |
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| Nuveen | 15k | $672k | 100% | Sep 2026 |
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| Ewa | 14k | $731k | 46% | Jun 2026 |
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| Vantage Point Financial | 14k | $728k | 24% | Jun 2026 |
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| Old Mission Capital | 14k | $714k | 100% | Jun 2026 |
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| Cary Street Partner Investment Advisory | 14k | $712k | 1% | Jun 2026 |
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| Maia Wealth | 14k | $634k | 39% | Sep 2026 |
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| Sigma Planning | 13k | $609k | -12% | Sep 2026 |
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| Tower Research Capital | 13k | $646k | 100% | Jun 2026 |
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| Stone House Investment Management | 12k | $565k | 100% | Sep 2026 |
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| Curtis Wealth Management | 12k | $608k | 36% | Jun 2026 |
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| Cypress Wealth Services | 12k | $545k | -36% | Sep 2026 |
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| Lifeworks Advisors | 11k | $586k | 54% | Jun 2026 |
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| Integrated Wealth Concepts | 11k | $584k | 38% | Jun 2026 |
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| Integrated Advisors Network | 10k | $477k | -22% | Sep 2026 |
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| Caliber Wealth Management, Llc / Ks | 9.5k | $444k | 100% | Sep 2026 |
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| Buttonwood Financial Group | 9.0k | $420k | -95% | Sep 2026 |
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| Assetmark | 9.0k | $419k | 12% | Sep 2026 |
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| Fifth Third Bancorp | 8.8k | $410k | -46% | Sep 2026 |
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| Retirement Wealth Solutions | 8.5k | $397k | -68% | Sep 2026 |
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| GeoWealth Management | 8.4k | $431k | 74% | Jun 2026 |
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| Islay Capital Management | 8.3k | $388k | 7% | Sep 2026 |
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| Global Retirement Partners | 7.8k | $364k | 1% | Sep 2026 |
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| Elequin Capital | 7.7k | $395k | 100% | Jun 2026 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7.6k | $354k | 13% | Sep 2026 |
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| Perigon Wealth Management | 7.4k | $344k | -21% | Sep 2026 |
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| Alta Wealth Advisors | 7.4k | $378k | 100% | Jun 2026 |
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| Aegis Wealth Management | 7.2k | $336k | -10% | Sep 2026 |
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| Goldman Sachs Group | 7.0k | $359k | 100% | Jun 2026 |
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| Richard P Slaughter Associates | 6.5k | $304k | 100% | Sep 2026 |
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| Jordan Park Trust | 6.3k | $293k | 100% | Sep 2026 |
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| Vantus Wealth | 6.3k | $321k | 100% | Jun 2026 |
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| Gilliland Jeter Wealth Management | 6.2k | $287k | 50% | Sep 2026 |
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| Resolute Wealth Advisor | 6.1k | $306k | 0% | Jun 2026 |
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| Diligent Investors | 6.0k | $279k | 100% | Sep 2026 |
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| Western Wealth Management | 5.9k | $277k | -10% | Sep 2026 |
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| URS Advisory | 5.7k | $292k | 7% | Jun 2026 |
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| Transcend Wealth Collective | 5.5k | $282k | -3% | Jun 2026 |
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| Stirlingshire Investments | 5.4k | $253k | -8% | Sep 2026 |
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| Twin Peaks Wealth Advisors | 5.4k | $278k | 5924% | Jun 2026 |
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| Raleigh Capital Management | 5.2k | $240k | 63% | Sep 2026 |
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| Financial Insights | 5.0k | $234k | 100% | Sep 2026 |
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| Kingswood Wealth Advisors | 5.0k | $231k | -37% | Sep 2026 |
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| Integrity Advisory Solutions | 4.8k | $224k | 100% | Sep 2026 |
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| Walser Wealth Management Company, A Ltd Liability | 4.8k | $221k | 2% | Sep 2026 |
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| Gerber Kawasaki Wealth & Investment Management | 4.6k | $214k | 100% | Sep 2026 |
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| Founders Financial Alliance | 4.5k | $210k | 8% | Sep 2026 |
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| Blalock Williams | 4.5k | $230k | 100% | Jun 2026 |
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| SWMG | 4.4k | $208k | -21% | Sep 2026 |
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| Per Stirling Capital Management | 4.3k | $218k | 100% | Jun 2026 |
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| Raymond James Financial | 4.2k | $213k | 100% | Jun 2026 |
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| Action Point Financial Planning | 4.0k | $206k | 100% | Jun 2026 |
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| CoreCap Advisors | 3.7k | $172k | 152% | Sep 2026 |
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| JFS Wealth Advisors | 1.7k | $79k | -79% | Sep 2026 |
|
Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| TSA Wealth Managment | Jun 2026 | 29k | $1.5M |
| CFS Investment Advisory Services | Jun 2026 | 18k | $931k |
| Private Advisor | Mar 2026 | 12k | $620k |
| Firethorn Wealth Partners | Jun 2026 | 12k | $603k |
| RCS Financial Planning | Jun 2026 | 10k | $528k |
| PUREfi Wealth | Jun 2026 | 9.4k | $480k |
| Coldstream Capital Management | Jun 2026 | 7.7k | $395k |
| CI Private Wealth | Mar 2026 | 7.6k | $380k |
| Wealthgarden F.s | Jun 2026 | 6.6k | $339k |
| Wedmont Private Capital | Jun 2026 | 5.7k | $291k |
| Flow Traders US | Mar 2026 | 5.7k | $283k |
| Susquehanna International | Mar 2026 | 5.5k | $275k |
| J.w. Cole Advisors | Jun 2026 | 5.4k | $274k |
| Legacy Wealth Partners | Jun 2026 | 4.9k | $249k |
| Gateway Wealth Partners | Mar 2026 | 4.8k | $242k |
| Roan Capital Partners | Jun 2026 | 4.6k | $234k |
| Strategy Asset Managers | Jun 2026 | 4.5k | $233k |
| Capital Asset Managemnet | Jun 2026 | 4.4k | $224k |
| Nwam | Jun 2026 | 4.0k | $204k |