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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| Mml Investors Services | 1.2M | $59M | 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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| Sanctuary Advisors | 327k | $16M | 100% | Mar 2026 |
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| BlackRock | 322k | $16M | -15% | Dec 2025 |
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| One Wealth Advisors | 244k | $12M | 100% | Mar 2026 |
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| Resources Investment Advisors | 208k | $10M | 100% | Mar 2026 |
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| Buttonwood Financial Group | 183k | $9.1M | 100% | Mar 2026 |
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| Detalus Advisors | 167k | $8.3M | 100% | Mar 2026 |
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| Bank of New York Mellon | 148k | $7.4M | 100% | Mar 2026 |
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| Tyche Wealth Partners | 128k | $6.4M | 100% | Mar 2026 |
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| Watershed Private Wealth | 127k | $6.3M | 100% | Mar 2026 |
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| Fedenia Advisers | 126k | $6.3M | 100% | Mar 2026 |
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| Kelly Financial Services | 120k | $6.0M | 100% | Mar 2026 |
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| Thrivent Financial for Lutherans | 101k | $5.0M | 100% | Mar 2026 |
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| Atria Investments | 87k | $4.4M | 100% | Mar 2026 |
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| Kestra Advisory Services | 82k | $4.1M | 100% | Mar 2026 |
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| Steward Partners Investment Advisory | 77k | $3.8M | 100% | Mar 2026 |
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| One Wealth Capital Management | 75k | $3.8M | 100% | Mar 2026 |
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| ONE Advisory Partners | 72k | $3.6M | 100% | Mar 2026 |
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| Diversify Wealth Management | 70k | $3.6M | 100% | Mar 2026 |
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| May Hill Capital | 69k | $3.4M | 100% | Mar 2026 |
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| LiftPoint Family Wealth Advisors | 66k | $3.3M | 100% | Mar 2026 |
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| Triad Wealth Partners | 64k | $3.2M | 100% | Mar 2026 |
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| JB Capital | 64k | $3.2M | 100% | Mar 2026 |
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| HighTower Advisors | 61k | $3.0M | 112% | Mar 2026 |
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| Manhattan West Asset Management | 59k | $3.0M | 169% | Dec 2025 |
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| Emerald Investment Partners | 51k | $2.6M | 100% | Mar 2026 |
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| True Vision MN | 47k | $2.4M | 100% | Mar 2026 |
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| Cambridge Investment Research Advisors | 46k | $2.3M | 100% | Mar 2026 |
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| Theory Financial | 38k | $1.9M | 100% | Mar 2026 |
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| Pensionmark Financial Group | 36k | $1.8M | 100% | Mar 2026 |
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| Cornerstone Planning Group | 33k | $1.7M | 100% | Mar 2026 |
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| Strategic Blueprint | 31k | $1.6M | 100% | Mar 2026 |
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| Apeiron RIA | 31k | $1.5M | 100% | Mar 2026 |
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| Conquis Financial | 28k | $1.4M | -19% | Mar 2026 |
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| Gen-Wealth Partners | 27k | $1.4M | 100% | Mar 2026 |
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| SMART Wealth | 27k | $1.4M | 100% | Mar 2026 |
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| Farther Finance Advisors | 24k | $1.2M | 100% | Mar 2026 |
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| Able Wealth Management | 24k | $1.2M | 100% | Mar 2026 |
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| Wedbush Morgan Securities | 22k | $1.1M | 100% | Mar 2026 |
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| Mayflower Financial Advisors | 22k | $1.1M | 100% | Mar 2026 |
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| Commonwealth Equity Services | 21k | $1.1M | 100% | Mar 2026 |
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| Core Wealth Advisors | 20k | $1.0M | 100% | Mar 2026 |
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| Retirement Wealth Solutions | 19k | $943k | 100% | Mar 2026 |
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| SigFig Wealth Management | 19k | $929k | 100% | Mar 2026 |
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| Aspire Private Capital | 19k | $927k | 100% | Mar 2026 |
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| Sovran Advisors | 18k | $913k | 100% | Mar 2026 |
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| CFS Investment Advisory Services | 17k | $866k | 100% | Mar 2026 |
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| TSA Wealth Managment | 17k | $844k | 100% | Mar 2026 |
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| Simplicity Wealth | 16k | $778k | 100% | Mar 2026 |
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| Polaris Investment Advisors | 15k | $730k | 100% | Mar 2026 |
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| Cypress Wealth Services | 14k | $710k | 100% | Mar 2026 |
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| Cary Street Partner Investment Advisory | 14k | $687k | 100% | Mar 2026 |
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| Archer Investment Management | 14k | $677k | 100% | Mar 2026 |
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| Shared Vision Wealth Group | 14k | $673k | 100% | Mar 2026 |
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| Private Advisor | 12k | $620k | 100% | Mar 2026 |
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| Vantage Point Financial | 12k | $572k | 100% | Mar 2026 |
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| Sharkey, Howes & Javer | 11k | $571k | 100% | Mar 2026 |
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| Richmond Investment Services | 11k | $563k | 100% | Mar 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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| Integrated Advisors Network | 9.5k | $475k | 100% | Mar 2026 |
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| Assetmark | 9.1k | $453k | 100% | Mar 2026 |
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| Mount Yale Investment Advisors | 9.0k | $449k | 100% | Mar 2026 |
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| PUREfi Wealth | 8.9k | $443k | 100% | Mar 2026 |
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| Curtis Wealth Management | 8.7k | $437k | 100% | Mar 2026 |
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| Perigon Wealth Management | 7.8k | $389k | 100% | Mar 2026 |
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| Lifeworks Advisors | 7.4k | $371k | 100% | Mar 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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| Kingswood Wealth Advisors | 6.3k | $316k | 100% | Mar 2026 |
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| Aegis Wealth Management | 6.1k | $305k | 100% | Mar 2026 |
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| Walser Wealth Management Company, A Ltd Liability | 6.1k | $303k | 100% | Mar 2026 |
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| Stirlingshire Investments | 5.7k | $286k | 100% | Mar 2026 |
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| Coldstream Capital Management | 5.6k | $277k | 100% | Mar 2026 |
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| URS Advisory | 5.3k | $265k | 100% | Mar 2026 |
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| Roan Capital Partners | 4.7k | $236k | 100% | Mar 2026 |
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| Fifth Third Bancorp | 4.6k | $228k | 100% | Mar 2026 |
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| JFS Wealth Advisors | 4.5k | $223k | 100% | Mar 2026 |
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| SWMG | 4.4k | $221k | 100% | Mar 2026 |
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| Capital Asset Managemnet | 4.4k | $219k | 100% | Mar 2026 |
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| Raleigh Capital Management | 4.1k | $205k | 100% | Mar 2026 |
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| Merkkuri Wealth Advisors | 2.8k | $140k | 100% | Mar 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 | 1.4k | $69k | 100% | Mar 2026 |
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| Mather Group | 618.00 | $31k | 100% | Mar 2026 |
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| Quest 10 Wealth Builders | 410.00 | $21k | 100% | Mar 2026 |
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| Private Trust Co Na | 395.00 | $20k | 100% | Mar 2026 |
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| Golden State Wealth Management | 141.00 | $7.0k | 100% | Mar 2026 |
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| UBS Group | 115.00 | $5.7k | 100% | Mar 2026 |
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Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Sep 2025 | 9.0k | $451k |
| Whittier Trust | Dec 2025 | 5.6k | $283k |