Who owns Ishares Tr?

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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
Alan Leist III 4.3M $239M 0% Jun 2024
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Halbert Hargrove Global Advisors 3.3M $192M 2% Sep 2024
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SigFig Wealth Management 2.0M $114M 0% Jun 2024
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Tolleson Wealth Management 2.0M $115M -5% Sep 2024
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Wells Fargo & Company 1.8M $105M -3% Sep 2024
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Ullmann Financial 1.5M $90M 8% Sep 2024
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Plan 1.5M $89M 2% Sep 2024
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Bsc Private Wealth Management 1.0M $61M 2% Sep 2024
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Integrated Wealth Concepts 731k $43M 19% Sep 2024
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Jpmorgan Chase & Co 663k $39M 4% Sep 2024
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Cardinal Point Capital Management, ULC 633k $37M 3% Sep 2024
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Morgan Stanley 574k $32M 6% Jun 2024
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Affinity Wealth Management 516k $30M 100% Sep 2024
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Colony 516k $30M -2% Sep 2024
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Phillips Financial Management 501k $29M -6% Sep 2024
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Atomi Financial Group 483k $28M 53% Sep 2024
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Cora Capital Advisors 460k $27M -1% Sep 2024
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Pettinga Financial Advisors 456k $27M 1% Sep 2024
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Conrad Siegel Investment Advisors 435k $26M 0% Sep 2024
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ShoreHaven Wealth Partners 410k $24M -1% Sep 2024
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Stokes Family Office 407k $24M -28% Sep 2024
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Envestnet Asset Management 386k $23M 10% Sep 2024
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Ewa 379k $23M -8% Sep 2024
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Bank of America Corporation 378k $22M -2% Sep 2024
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Kestra Investment Management 375k $22M 155% Sep 2024
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Wealth Enhancement Advisory Services 352k $20M -3% Jun 2024
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Commonwealth Equity Services 341k $20M 0% Sep 2024
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Beirne Wealth Consulting Services 335k $20M -6% Sep 2024
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HighTower Advisors 232k $13M 0% Jun 2024
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Wade Financial Advisory 231k $14M 1% Sep 2024
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Acropolis Investment Management 223k $13M -3% Sep 2024
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Foster & Motley 221k $13M -2% Sep 2024
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CI Private Wealth 178k $11M -4% Sep 2024
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Family Capital Trust Company 176k $10M 0% Sep 2024
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HB Wealth Management 154k $9.0M 0% Sep 2024
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DDFG 151k $8.9B 5% Sep 2024
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Pensionmark Financial Group 150k $8.3M -1% Jun 2024
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LPL Financial 144k $8.5M 15% Sep 2024
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BlackRock 143k $8.4M 100% Sep 2024
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Citigroup 142k $8.4M 29% Sep 2024
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BlackRock 135k $7.5M -1% Jun 2024
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AlTi Global 124k $7.3M 16% Sep 2024
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Mml Investors Services 121k $7.1M 19% Sep 2024
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Signature Estate and Investment Advisors 119k $7.0M -1% Sep 2024
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Raymond James Financial Services Advisors 117k $6.9M -3% Sep 2024
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Forte Asset Management 115k $6.7M 3% Sep 2024
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Sanctuary Advisors 110k $5.7M 100% Jun 2024
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Nova R Wealth 100k $5.9M 0% Sep 2024
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Sterneck Capital Management 95k $5.6M -4% Sep 2024
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Farther Finance Advisors 92k $5.4M 0% Sep 2024
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Royal Bank of Canada 92k $5.4M -3% Sep 2024
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Advisor Group Holdings 91k $5.4M -1% Sep 2024
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Parallel Advisors 90k $5.3M 15% Sep 2024
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Northwestern Mutual Wealth Management Company 88k $5.2M -4% Sep 2024
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Wescott Financial Advisory Group 87k $5.1M -1% Sep 2024
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Jones Financial Companies, L.L 78k $4.5M 100% Sep 2024
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Addison Advisors 75k $4.4M -4% Sep 2024
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Intl Fcstone 71k $4.2M -10% Sep 2024
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Kingsview Wealth Management 68k $4.0M -45% Sep 2024
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JFS Wealth Advisors 61k $3.6M 1% Sep 2024
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Sontag Advisory 60k $3.5M -3% Sep 2024
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HPM Partners 52k $3.0M 40% Sep 2024
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Hanson McClain Advisors 50k $2.9M 0% Sep 2024
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RVW Wealth 48k $2.8M 0% Sep 2024
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Grimes & Company 48k $2.8M -3% Sep 2024
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Diversify Advisory Services 47k $2.8M 8% Sep 2024
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Market Street Wealth Management Advisors 46k $2.7M -8% Sep 2024
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Hobbs Group Advisors 43k $2.5M 0% Sep 2024
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UMA Financial Services 39k $2.3M 0% Sep 2024
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Captrust Financial Advisors 35k $2.0M -4% Sep 2024
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AQR Capital Management 34k $2.0M 128% Sep 2024
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Cambridge Investment Research Advisors 31k $1.8M 72% Sep 2024
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GSG Advisors 29k $1.7M 0% Sep 2024
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MONECO Advisors 27k $1.6M -2% Sep 2024
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RHS Financial 26k $1.5M 157% Sep 2024
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Smith, Salley & Associates 26k $1.5M 0% Sep 2024
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First Foundation Advisors 24k $1.3M -1% Jun 2024
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Goodman Advisory Group 23k $1.3M 10% Sep 2024
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Cetera Investment Advisers 22k $1.2M -7% Jun 2024
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Creative Planning 20k $1.2M 0% Sep 2024
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Planned Solutions 18k $1.1M 14% Sep 2024
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Stifel Financial 18k $979k -1% Jun 2024
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Advisory Services Network 17k $940k 0% Sep 2024
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Christopher Weil & Company 16k $961k 22% Sep 2024
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Kaydan Wealth Management 16k $940k -1% Sep 2024
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Renaissance Technologies 14k $817k 24% Sep 2024
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Private Advisor 13k $774k -1% Sep 2024
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Quadrant Private Wealth Management 13k $770k 17% Sep 2024
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Tranquility Partners 13k $751k 0% Sep 2024
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Magnolia Capital Advisors 13k $748k -18% Sep 2024
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Atria Investments 12k $731k 0% Sep 2024
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CWM 12k $694k 0% Sep 2024
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Change Path 11k $643k -12% Sep 2024
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Raymond James & Associates 11k $637k -6% Sep 2024
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Merriman Wealth Management 11k $631k 0% Sep 2024
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Twelve Points Wealth Management 11k $615k 0% Sep 2024
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Money Concepts Capital Corp 9.9k $583k -5% Sep 2024
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Bellwether Advisors 9.9k $582k 0% Sep 2024
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Parsons Capital Management 9.6k $561k -39% Sep 2024
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Retirement Planning Group 9.0k $529k 0% Sep 2024
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Susquehanna International 8.8k $518k 1% Sep 2024
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TAGStone Capital 8.8k $515k 0% Sep 2024
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Capital Advisors 8.7k $508k -5% Sep 2024
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Kestra Advisory Services 8.6k $508k -57% Sep 2024
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Janney Montgomery Scott 8.6k $505k 1% Sep 2024
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Snowden Capital Advisors 8.2k $482k 0% Sep 2024
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Cary Street Partner Investment Advisory 8.1k $477k 0% Sep 2024
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Ergawealth Advisors 7.4k $435k 0% Sep 2024
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Parkside Financial Bank & Trust 6.8k $397k -4% Sep 2024
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Callan Capital 6.5k $381k 0% Sep 2024
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KM Capital Management 6.4k $356k 100% Jun 2024
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Baron Silver Stevens Financial Advisors 6.2k $364k 0% Sep 2024
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Castle Rock Wealth Management 6.2k $361k 0% Sep 2024
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Merit Financial Group 5.8k $339k -67% Sep 2024
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Ledyard National Bank 5.7k $336k -2% Sep 2024
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Northern Trust 5.7k $334k 100% Sep 2024
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Envestnet Portfolio Solutions 5.7k $333k -14% Sep 2024
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NorthRock Partners 5.6k $330k 0% Sep 2024
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Marino, Stram & Associates 5.6k $329k 0% Sep 2024
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Savvy Advisors 5.4k $320k 100% Sep 2024
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Aptus Capital Advisors 5.4k $317k 59% Sep 2024
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Btim 5.1k $301k 0% Sep 2024
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Colonial Asset Management 5.0k $294k -2% Sep 2024
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Goss Wealth Management 4.9k $271k 11% Jun 2024
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Signature Resources Capital Management 4.7k $275k -58% Sep 2024
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MAI Wealth Advisors 4.6k $270k -5% Sep 2024
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Steward Partners Investment Advisory 4.5k $252k 0% Jun 2024
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JGP Wealth Management 4.4k $261k 11% Sep 2024
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Sterling Investment Counsel 4.4k $256k 100% Sep 2024
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Milestone Group 4.3k $237k 0% Jun 2024
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Mercer Global Advisors 4.2k $234k 0% Jun 2024
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Anderson Hoagland & Co 4.2k $247k 0% Sep 2024
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Columbus Macro 4.1k $244k 0% Sep 2024
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Kanawha Capital Management 4.0k $235k 0% Sep 2024
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Prime Capital Investment Advisors 4.0k $234k 0% Sep 2024
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Flagship Private Wealth 3.9k $231k 0% Sep 2024
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Dean, Jacobson Financial Services 3.9k $228k 0% Sep 2024
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Bouchey Financial 3.8k $226k 0% Sep 2024
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Wiley Bros.-aintree Capital 3.6k $203k 100% Jun 2024
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Carolinas Wealth Consulting 2.7k $160k 0% Sep 2024
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Clear Investment Research 2.7k $160k -29% Sep 2024
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EverSource Wealth Advisors 2.3k $138k 0% Sep 2024
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AdvisorNet Financial 2.3k $134k 0% Sep 2024
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Aspire Wealth Management Corp 2.0k $120k 0% Sep 2024
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Geneos Wealth Management 2.0k $111k -5% Jun 2024
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Pnc Financial Services 1.5k $90k 0% Sep 2024
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Hartland & Co 1.5k $90k 0% Sep 2024
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Barrett & Company 1.5k $88k 0% Sep 2024
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Versant Capital Management 1.4k $84k 100% Sep 2024
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Mather Group 1.0k $61k -43% Sep 2024
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Qube Research & Technologies 731.00 $41k -80% Jun 2024
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Tower Research Capital 59.00 $3.3k -99% Jun 2024
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Who sold out of Ishares Tr?

Fund or Company Name Date Sold Shares Held Valued At
Royal Harbor Partners Jun 2024 138k $7.7M
Citadel Advisors Jun 2024 13k $712k
Brass Tax Wealth Management Mar 2024 4.2k $229k
Fisher Investments Jun 2024 4.1k $230k