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 4.0M $263M 2% Mar 2026
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Halbert Hargrove Global Advisors 3.6M $239M 2% Mar 2026
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SigFig Wealth Management 2.9M $220M 1% Jun 2026
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Wells Fargo & Company 2.9M $190M 11% Mar 2026
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Annex Advisory Services, LLC, d/b/a Annex Wealth Management 2.8M $215M 109% Jun 2026
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Plan 2.0M $136M 6% Mar 2026
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Ullmann Financial 1.2M $77M -4% Mar 2026
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Bsc Private Wealth Management 1.1M $75M 6% Mar 2026
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Modern Wealth Management 1.1M $70M 23% Mar 2026
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Kestra Investment Management 964k $64M 69% Mar 2026
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Atomi Financial Group 778k $51M -2% Mar 2026
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Cardinal Point Capital Management, ULC 732k $48M -1% Mar 2026
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Ameriprise Financial 705k $47M -7% Mar 2026
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Integrated Wealth Concepts 676k $45M 217% Mar 2026
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Envestnet Asset Management 659k $44M 9% Mar 2026
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Morgan Stanley 531k $35M -11% Mar 2026
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Colony 528k $35M -1% Mar 2026
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Conrad Siegel Investment Advisors 521k $39M -2% Jun 2026
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Cora Capital Advisors 475k $31M -8% Mar 2026
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Pettinga Financial Advisors 403k $30M -3% Jun 2026
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Advisor Group Holdings 399k $26M -28% Mar 2026
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LPL Financial 377k $25M -1% Mar 2026
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Acropolis Investment Management 359k $27M 0% Jun 2026
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LifeGoal Wealth Advisors 296k $22M 18% Jun 2026
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Phillips Financial Management 286k $19M -8% Mar 2026
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Beirne Wealth Consulting Services 267k $18M -12% Mar 2026
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Northwestern Mutual Wealth Management Company 267k $18M -5% Mar 2026
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Bank of America Corporation 248k $16M 100% Mar 2026
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Foster & Motley 226k $15M 7% Mar 2026
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Pensionmark Financial Group 218k $14M 26% Mar 2026
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Stonebridge Financial Group 215k $16M 2% Jun 2026
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Exchange Traded Concepts 187k $12M 100% Mar 2026
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DDFG 173k $11B -52% Mar 2026
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Obsido Oy 167k $11M 5% Mar 2026
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HighTower Advisors 165k $11M 0% Mar 2026
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Parallel Advisors 160k $11M 6% Mar 2026
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Raymond James Financial 160k $11M 1% Mar 2026
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Jones Financial Companies, L.L 145k $9.4M 7% Mar 2026
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Vestmark Advisory Solutions 140k $9.2M 20% Mar 2026
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HB Wealth Management 139k $9.2M -1% Mar 2026
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CWM 132k $8.7M 2% Mar 2026
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FMR 125k $8.2M 606% Mar 2026
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CI Private Wealth 124k $8.0M -2% Mar 2026
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Commonwealth Equity Services 123k $8.1M -3% Mar 2026
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Evolve Private Wealth 120k $7.9M 100% Mar 2026
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Royal Bank of Canada 114k $7.6M 100% Mar 2026
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Citigroup 114k $7.5M 100% Mar 2026
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Nova R Wealth 103k $7.7M 0% Jun 2026
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Family Capital Trust Company 101k $6.7M -4% Mar 2026
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AlTi Global 94k $6.2M -1% Mar 2026
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Sterneck Capital Management 93k $6.2M 0% Mar 2026
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Vise Technologies 90k $6.2M 0% Mar 2026
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KM Capital Management 89k $6.6M -1% Mar 2026
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AQR Capital Management 89k $5.9M 13% Mar 2026
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Captrust Financial Advisors 89k $5.8M -3% Mar 2026
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Ewa 88k $5.8M -88% Mar 2026
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Forte Asset Management 84k $5.5M -25% Mar 2026
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ShoreHaven Wealth Partners 77k $5.1M 0% Mar 2026
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Quantinno Capital Management 76k $5.0M -47% Mar 2026
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Wescott Financial Advisory Group 76k $5.0M -1% Mar 2026
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Kingsview Wealth Management 73k $4.8M 6% Mar 2026
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Signature Estate and Investment Advisors 71k $4.7M -1% Mar 2026
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RHS Financial 71k $4.7M 5% Mar 2026
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Intl Fcstone 70k $4.6M 2% Mar 2026
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Addison Advisors 67k $4.4M -1% Mar 2026
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HPM Partners 64k $4.2M 27% Mar 2026
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Farther Finance Advisors 53k $4.0M -22% Jun 2026
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Diversify Wealth Management 53k $3.8M 100% Mar 2026
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UMA Financial Services 49k $3.3M 3% Mar 2026
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Everpar Advisors 49k $3.7M 11% Jun 2026
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Cambridge Investment Research Advisors 48k $3.2M 69% Mar 2026
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Sontag Advisory 47k $3.1M -2% Mar 2026
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RVW Wealth 45k $3.4M -1% Jun 2026
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Alliancebernstein 44k $3.0M -1% Mar 2026
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Hanson McClain Advisors 42k $2.8M -3% Mar 2026
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Grimes & Company 41k $3.1M -2% Jun 2026
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Magnolia Capital Advisors 38k $2.5M 2% Mar 2026
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Hobbs Group Advisors 36k $2.4M 0% Mar 2026
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Stokes Family Office 34k $2.2M -28% Mar 2026
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UBS Group 34k $2.2M -10% Mar 2026
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Summit Wealth Group Llc / Co 31k $2.0M -1% Mar 2026
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Market Street Wealth Management Advisors 29k $1.9M -4% Mar 2026
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BFI Wealth Solutions 28k $1.9M -1% Mar 2026
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Maimon Wealth Management 28k $1.8M 30% Mar 2026
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Goss Wealth Management 26k $1.7M 67% Mar 2026
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GSG Advisors 26k $1.7M 0% Mar 2026
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Private Advisor 26k $1.7M 108% Mar 2026
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Betterment 25k $1.6M -2% Mar 2026
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Intelligence Driven Advisers 24k $1.5M 8% Mar 2026
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Goldman Sachs Group 23k $1.5M -60% Mar 2026
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Stifel Financial 23k $1.5M -8% Mar 2026
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Creative Planning 23k $1.5M 2% Mar 2026
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Cetera Investment Advisers 22k $1.4M -2% Mar 2026
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Merit Financial Group 21k $1.6M -12% Jun 2026
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Elevation Capital Advisory 19k $1.2M -1% Mar 2026
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Partners in Financial Planning 19k $1.2M -1% Mar 2026
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Smith, Salley & Associates 19k $1.2M -2% Mar 2026
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MONECO Advisors 19k $1.2M -17% Mar 2026
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Kestra Advisory Services 18k $1.2M 57% Mar 2026
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First Foundation Advisors 17k $1.1M 0% Mar 2026
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Tower Research Capital 17k $1.1M 100% Mar 2026
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Advisory Services Network 17k $1.1M -2% Mar 2026
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Planned Solutions 17k $1.1M 3% Mar 2026
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Herold Advisors 13k $841k 23% Mar 2026
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JGP Wealth Management 13k $962k 23% Jun 2026
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Citadel Advisors 13k $822k 100% Mar 2026
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Kaydan Wealth Management 12k $794k -3% Mar 2026
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Tranquility Partners 12k $786k 0% Mar 2026
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Bellwether Advisors 11k $742k -4% Mar 2026
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Baron Silver Stevens Financial Advisors 11k $740k 0% Mar 2026
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Foundations Investment Advisors 11k $722k 24% Mar 2026
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Sterling Investment Counsel 11k $718k 0% Mar 2026
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Atlas Legacy Advisors 11k $705k 1% Mar 2026
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Twelve Points Wealth Management 11k $691k 0% Mar 2026
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Thrivent Financial for Lutherans 10k $684k 21% Mar 2026
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Savvy Advisors 10k $673k 79% Mar 2026
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Atria Investments 10k $669k 0% Mar 2026
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Quadrant Private Wealth Management 10k $668k 0% Mar 2026
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Equitable Holdings 10k $700k 2% Mar 2026
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Wiley Bros.-aintree Capital 10k $666k -1% Mar 2026
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RMR Wealth Builders 9.5k $625k -4% Mar 2026
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Mml Investors Services 9.2k $608k -16% Mar 2026
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Marino, Stram & Associates 9.0k $595k 1% Mar 2026
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Kohmann Bosshard Financial Services 8.7k $577k 100% Mar 2026
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XML Financial 8.2k $542k 19% Mar 2026
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Frontier Asset Management 8.1k $532k 100% Mar 2026
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Snowden Capital Advisors 8.1k $532k -10% Mar 2026
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Cary Street Partners Financial 7.9k $601k 0% Jun 2026
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Janney Montgomery Scott 7.9k $522k -47% Mar 2026
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Parkside Financial Bank & Trust 7.6k $501k 5% Mar 2026
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Change Path 7.4k $484k -3% Mar 2026
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Warren Averett Asset Management 6.5k $428k 0% Mar 2026
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Retirement Planning Group 6.4k $423k 0% Mar 2026
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Moneta Group Investment Advisors 6.4k $419k 0% Mar 2026
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Versant Capital Management 6.3k $480k 0% Jun 2026
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MAI Wealth Advisors 6.1k $403k 36% Mar 2026
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Sowell Financial Services 6.0k $395k -51% Mar 2026
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Wealth Enhancement Trust Services 5.8k $382k -20% Mar 2026
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Stonebrook Private 5.8k $381k 47% Mar 2026
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Susquehanna International 5.8k $380k 100% Mar 2026
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Capital Analysts 5.6k $368k 0% Mar 2026
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Gts Securities 5.5k $360k 100% Mar 2026
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Ieq Capital 5.4k $359k 0% Mar 2026
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SFE Investment Counsel 5.4k $355k 0% Mar 2026
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Envestnet Portfolio Solutions 5.3k $352k 0% Mar 2026
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Ledyard National Bank 5.3k $401k 3% Jun 2026
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NorthRock Partners 5.2k $344k 0% Mar 2026
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Skopos Labs 5.2k $344k 100% Mar 2026
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Btim 5.0k $333k 0% Mar 2026
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L.K. Benson & Company, P.C. 5.0k $329k 0% Mar 2026
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AlphaCore Capital 4.3k $287k -21% Mar 2026
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Christopher Weil & Company 3.2k $209k -42% Mar 2026
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BlackRock 2.5k $165k -98% Mar 2026
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Who sold out of Ishares Tr?

Fund or Company Name Date Sold Shares Held Valued At
Affinity Wealth Management Dec 2025 655k $46M
Wealth Enhancement Advisory Services Dec 2025 173k $12M
Two Sigma Investments Dec 2025 137k $9.5M
Heck Capital Advisors Mar 2026 84k $5.6M
Diversify Advisory Services Dec 2025 48k $3.4M
Jane Street Dec 2025 42k $2.9M
Hershey Financial Advisers Dec 2025 25k $1.7M
Summit Financial Dec 2025 12k $863k
Axxcess Wealth Management Dec 2025 11k $736k
Gilbert Capital Group Dec 2025 7.5k $521k
Qube Research & Technologies Dec 2025 5.5k $380k