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 | 12M | $600M | 100% | Mar 2026 |
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| LPL Financial | 5.8M | $290M | 100% | Mar 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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| Morgan Stanley | 1.4M | $70M | 100% | Mar 2026 |
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| Cetera Investment Advisers | 1.1M | $57M | 100% | Mar 2026 |
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| Park Avenue Securities | 1.1M | $55M | 100% | Mar 2026 |
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| Envestnet Portfolio Solutions | 817k | $41M | 100% | Mar 2026 |
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| KM Capital Management | 411k | $21M | 100% | Mar 2026 |
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| One Wealth Advisors | 336k | $17M | 38% | Jun 2026 |
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| Sanctuary Advisors | 327k | $16M | 100% | Mar 2026 |
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| Icon Wealth Advisors | 304k | $16M | 4% | Jun 2026 |
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| Foundations Investment Advisors | 258k | $13M | 100% | Mar 2026 |
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| BlackRock | 256k | $13M | -20% | Mar 2026 |
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| Jane Street | 211k | $11M | 100% | Mar 2026 |
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| Resources Investment Advisors | 208k | $10M | 100% | Mar 2026 |
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| Manhattan West Asset Management | 207k | $11M | 31% | Jun 2026 |
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| Buttonwood Financial Group | 195k | $10M | 7% | Jun 2026 |
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| Stifel Financial | 184k | $9.2M | 100% | Mar 2026 |
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| Bank of New York Mellon | 176k | $9.0M | 19% | Jun 2026 |
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| Detalus Advisors | 167k | $8.3M | 100% | Mar 2026 |
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| Kestra Advisory Services | 167k | $8.5M | 103% | Jun 2026 |
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| CLS Investments | 161k | $8.0M | 100% | Mar 2026 |
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| Tyche Wealth Partners | 155k | $7.9M | 21% | Jun 2026 |
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| CWM | 152k | $7.6M | 100% | Mar 2026 |
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| One Wealth Capital Management | 127k | $6.5M | 70% | Jun 2026 |
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| Fedenia Advisers | 126k | $6.3M | 100% | Mar 2026 |
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| Watershed Private Wealth | 121k | $6.2M | -5% | Jun 2026 |
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| Kelly Financial Services | 120k | $6.0M | 100% | Mar 2026 |
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| Farther Finance Advisors | 110k | $5.7M | 355% | Jun 2026 |
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| Savvy Advisors | 107k | $5.3M | 100% | Mar 2026 |
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| Thrivent Financial for Lutherans | 101k | $5.0M | 100% | Mar 2026 |
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| Keebeck Wealth Management | 97k | $5.0M | 33% | Jun 2026 |
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| Atria Investments | 96k | $4.9M | 10% | Jun 2026 |
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| Seeds Investor | 91k | $4.6M | 100% | Mar 2026 |
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| JB Capital | 88k | $4.5M | 38% | Jun 2026 |
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| Diversify Wealth Management | 87k | $4.3M | 24% | Jun 2026 |
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| Wealth Alliance | 83k | $4.2M | 1% | Jun 2026 |
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| Advyzon Investment Management | 77k | $3.8M | 100% | Mar 2026 |
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| Steward Partners Investment Advisory | 77k | $3.8M | 100% | Mar 2026 |
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| ONE Advisory Partners | 72k | $3.6M | 100% | Mar 2026 |
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| LiftPoint Family Wealth Advisors | 71k | $3.7M | 9% | Jun 2026 |
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| May Hill Capital | 69k | $3.4M | 100% | Mar 2026 |
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| Able Wealth Management | 69k | $3.5M | 193% | Jun 2026 |
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| HighTower Advisors | 69k | $3.5M | 13% | Jun 2026 |
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| SMART Wealth | 69k | $3.5M | 153% | Jun 2026 |
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| Ashton Thomas Private Wealth | 65k | $3.3M | 123% | Jun 2026 |
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| Triad Wealth Partners | 64k | $3.2M | 100% | Mar 2026 |
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| Emerald Investment Partners | 57k | $2.9M | 11% | Jun 2026 |
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| Commonwealth Equity Services | 52k | $2.7M | 148% | Jun 2026 |
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| EFG International | 51k | $2.5M | 100% | Mar 2026 |
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| Cambridge Investment Research Advisors | 48k | $2.4M | 4% | Jun 2026 |
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| True Vision MN | 47k | $2.4M | 100% | Mar 2026 |
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| Theory Financial | 39k | $2.0M | 3% | Jun 2026 |
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| Mercer Global Advisors | 38k | $1.9M | 100% | Jun 2026 |
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| Sovran Advisors | 37k | $1.8M | 105% | Jun 2026 |
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| Pensionmark Financial Group | 36k | $1.8M | 100% | Mar 2026 |
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| We Are One Seven | 35k | $1.8M | 71% | Jun 2026 |
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| Cornerstone Planning Group | 35k | $1.7M | 5% | Jun 2026 |
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| Change Path | 34k | $1.7M | 100% | Mar 2026 |
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| Principal Securities | 34k | $1.7M | 20% | Jun 2026 |
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| Verus Capital Partners | 31k | $1.6M | 3% | Jun 2026 |
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| Strategic Blueprint | 31k | $1.6M | 100% | Mar 2026 |
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| Apeiron RIA | 31k | $1.6M | 0% | Jun 2026 |
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| TSA Wealth Managment | 29k | $1.5M | 69% | Jun 2026 |
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| Advisory Services Network | 28k | $1.4M | 16% | Jun 2026 |
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| Conquis Financial | 28k | $1.4M | -19% | Mar 2026 |
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| Benjamin Edwards | 28k | $1.4M | 4% | Jun 2026 |
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| Gen-Wealth Partners | 27k | $1.4M | 100% | Mar 2026 |
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| Retirement Wealth Solutions | 27k | $1.4M | 40% | Jun 2026 |
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| Mayflower Financial Advisors | 26k | $1.3M | 17% | Jun 2026 |
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| Shared Vision Wealth Group | 24k | $1.3M | 81% | Jun 2026 |
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| Polaris Investment Advisors | 23k | $1.2M | 59% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 22k | $1.1M | 100% | Mar 2026 |
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| Wedbush Morgan Securities | 22k | $1.1M | 0% | Jun 2026 |
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| Redwood Investment Management | 22k | $1.1M | 100% | Mar 2026 |
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| Advisor Group Holdings | 21k | $1.0M | 100% | Mar 2026 |
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| SigFig Wealth Management | 21k | $1.1M | 11% | Jun 2026 |
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| Core Wealth Advisors | 21k | $1.0M | 2% | Jun 2026 |
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| PFG Advisors | 20k | $1.0M | 100% | Jun 2026 |
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| Redhawk Wealth Advisors | 19k | $966k | 100% | Jun 2026 |
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| Aspire Private Capital | 19k | $927k | 100% | Mar 2026 |
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| Cypress Wealth Services | 18k | $938k | 29% | Jun 2026 |
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| CFS Investment Advisory Services | 18k | $931k | 7% | Jun 2026 |
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| Simplicity Wealth | 17k | $861k | 8% | Jun 2026 |
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| LifePlan Investment Advisors | 17k | $860k | 100% | Jun 2026 |
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| Modern Wealth Management | 17k | $835k | 100% | Mar 2026 |
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| Fifth Third Bancorp | 16k | $837k | 258% | Jun 2026 |
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| VisionPoint Advisory Group | 16k | $836k | 100% | Jun 2026 |
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| Cary Street Partner Investment Advisory | 14k | $712k | 1% | Jun 2026 |
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| Integrated Advisors Network | 13k | $677k | 39% | Jun 2026 |
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| Sharkey, Howes & Javer | 13k | $672k | 15% | Jun 2026 |
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| Tower Research Capital | 13k | $646k | 100% | Jun 2026 |
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| Private Advisor | 12k | $620k | 100% | Mar 2026 |
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| Goss Wealth Management | 12k | $588k | 100% | Mar 2026 |
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| Vantage Point Financial | 12k | $572k | 100% | Mar 2026 |
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| AE Wealth Management | 11k | $531k | 100% | Mar 2026 |
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| Maia Wealth | 9.8k | $503k | 100% | Jun 2026 |
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| RCS Financial Planning | 9.8k | $488k | 100% | Mar 2026 |
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| Ewa | 9.8k | $487k | 100% | Mar 2026 |
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| HPM Partners | 9.4k | $469k | 100% | Mar 2026 |
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| PUREfi Wealth | 9.4k | $480k | 6% | Jun 2026 |
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| Regal Investment Advisors | 9.4k | $467k | 100% | Mar 2026 |
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| Mount Yale Investment Advisors | 9.0k | $449k | 100% | Mar 2026 |
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| Curtis Wealth Management | 8.7k | $437k | 100% | Mar 2026 |
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| GeoWealth Management | 8.4k | $431k | 74% | Jun 2026 |
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| Integrated Wealth Concepts | 8.2k | $412k | 100% | Mar 2026 |
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| JFS Wealth Advisors | 8.1k | $415k | 81% | Jun 2026 |
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| Aegis Wealth Management | 8.1k | $413k | 32% | Jun 2026 |
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| Assetmark | 8.1k | $413k | -11% | Jun 2026 |
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| Perigon Wealth Management | 7.8k | $389k | 100% | Mar 2026 |
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| Global Retirement Partners | 7.7k | $395k | 100% | Jun 2026 |
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| CI Private Wealth | 7.6k | $380k | 100% | Mar 2026 |
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| Lifeworks Advisors | 7.4k | $371k | 100% | Mar 2026 |
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| Alta Wealth Advisors | 7.4k | $378k | 100% | Jun 2026 |
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| Firethorn Wealth Partners | 7.0k | $350k | 100% | Mar 2026 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6.9k | $347k | 100% | Mar 2026 |
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| Wealthgarden F.s | 6.6k | $339k | 100% | Jun 2026 |
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| Kingswood Wealth Advisors | 6.3k | $316k | 100% | Mar 2026 |
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| Resolute Wealth Advisor | 6.1k | $306k | 100% | Mar 2026 |
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| Stirlingshire Investments | 5.9k | $301k | 3% | Jun 2026 |
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| URS Advisory | 5.7k | $292k | 7% | Jun 2026 |
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| Flow Traders US | 5.7k | $283k | 100% | Mar 2026 |
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| Coldstream Capital Management | 5.6k | $277k | 100% | Mar 2026 |
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| Susquehanna International | 5.5k | $275k | 100% | Mar 2026 |
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| Transcend Wealth Collective | 5.5k | $282k | -3% | Jun 2026 |
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| Walser Wealth Management Company, A Ltd Liability | 4.7k | $239k | -23% | Jun 2026 |
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| Roan Capital Partners | 4.6k | $234k | -3% | Jun 2026 |
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| SWMG | 4.4k | $221k | 100% | Mar 2026 |
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| Capital Asset Managemnet | 4.4k | $224k | 0% | Jun 2026 |
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| Founders Financial Alliance | 4.2k | $214k | 100% | Jun 2026 |
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| Gilliland Jeter Wealth Management | 4.1k | $210k | 100% | Jun 2026 |
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| Raleigh Capital Management | 4.1k | $205k | 100% | Mar 2026 |
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| Aptus Capital Advisors | 2.9k | $145k | 100% | Mar 2026 |
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| Creative Financial Designs | 2.5k | $127k | 100% | Jun 2026 |
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| Indiana Trust & Investment Management | 1.8k | $87k | 100% | Mar 2026 |
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| IFP Advisors | 1.7k | $86k | 100% | Mar 2026 |
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| LGT Financial Advisors | 1.6k | $84k | 19% | Jun 2026 |
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| SRS Capital Advisors | 1.5k | $76k | 100% | Mar 2026 |
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| CoreCap Advisors | 1.5k | $75k | 100% | Jun 2026 |
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| Cape Investment Advisory | 1.4k | $73k | 100% | Jun 2026 |
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| Smartleaf Asset Management | 841.00 | $42k | 100% | Mar 2026 |
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| Mather Group | 696.00 | $36k | 13% | Jun 2026 |
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| Key Capital Management | 573.00 | $29k | 100% | Jun 2026 |
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| Us Bancorp | 505.00 | $26k | 100% | Jun 2026 |
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| TSFG | 472.00 | $24k | 100% | Jun 2026 |
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| Private Trust Co Na | 446.00 | $23k | 13% | Jun 2026 |
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| Continuum Advisory | 412.00 | $21k | 100% | Jun 2026 |
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| Quest 10 Wealth Builders | 410.00 | $21k | 0% | Jun 2026 |
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| CX Institutional | 347.00 | $18k | 100% | Jun 2026 |
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| EverSource Wealth Advisors | 269.00 | $14k | 82% | Jun 2026 |
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| Harbour Investments | 245.00 | $12k | 100% | Mar 2026 |
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| Hanson McClain Advisors | 175.00 | $9.0k | 0% | Jun 2026 |
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| Golden State Wealth Management | 141.00 | $7.0k | 100% | Mar 2026 |
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Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Archer Investment Management | Mar 2026 | 14k | $677k |
| Richmond Investment Services | Mar 2026 | 11k | $563k |
| Gateway Wealth Partners | Mar 2026 | 4.8k | $242k |
| Merkkuri Wealth Advisors | Mar 2026 | 2.8k | $140k |