Who owns Ishares Tr?
- Ticker: LRGF
- CUSIP Number: 46434v282
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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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 |