Who owns iShares S&P AMT-Fr Mncpl Bnd Fd?

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Analyze quarterly positions in iShares S&P AMT-Fr Mncpl Bnd with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of iShares S&P AMT-Fr Mncpl Bnd stock

Who bought or sold iShares S&P AMT-Fr Mncpl Bnd Fd this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Tiaa-cref Individual & Institutional Services 1.1M $59M 100% Mar 2026
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Morgan Stanley 871k $46M 59% Mar 2026
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High Probability Advisors 775k $41M 23% Mar 2026
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Bank of America Corporation 763k $41M 100% Mar 2026
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HighTower Advisors 579k $31M 5% Mar 2026
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Facet Wealth 523k $28M 3% Mar 2026
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FMR 475k $25M 8% Dec 2025
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Alesco Advisors 461k $25M 6% Mar 2026
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Legacy Edge Advisors 351k $19M 19% Mar 2026
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Hsbc Holdings 335k $18M 4% Mar 2026
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Satovsky Asset Management 324k $17M -1% Dec 2025
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Envestnet Asset Management 249k $13M 15% Mar 2026
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Klingman & Associates 236k $13M 1% Dec 2025
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Mariner Wealth Advisors 226k $12M 9% Mar 2026
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Adviser Investments 225k $12M -7% Mar 2026
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Miracle Mile Advisors 223k $12M -18% Mar 2026
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LPL Financial 205k $11M 36% Mar 2026
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Cetera Investment Advisers 167k $8.8M 8% Mar 2026
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Betterment 156k $8.4M 4% Dec 2025
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Jane Street 152k $8.1M 121% Mar 2026
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Guggenheim Capital, LLC Managers 143k $7.6M 33% Mar 2026
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Creative Planning 131k $7.0M 87% Mar 2026
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Commonwealth Equity Services 122k $6.5M 5% Mar 2026
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Myecfo 120k $6.3M -5% Mar 2026
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Alliancebernstein 114k $6.1M 14% Mar 2026
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Note Advisors 96k $5.1M 2% Mar 2026
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Ameriprise Financial 96k $5.1M 14% Mar 2026
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Hennion & Walsh Asset Management 96k $5.1M 14% Mar 2026
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NBT Bank 95k $5.1M -5% Mar 2026
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Taylor, Cottrill, Erickson & Associates 94k $5.0M 3% Mar 2026
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Arrow Financial Corp. 86k $4.6M -3% Mar 2026
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Bailard 86k $4.6M -4% Mar 2026
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Assetmark 77k $4.1M -12% Mar 2026
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James J. Burns & Company 72k $3.8M 36% Mar 2026
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Retirement Planning Group 68k $3.6M 0% Mar 2026
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UBS Group 68k $3.6M -16% Mar 2026
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Wells Fargo & Company 68k $3.6M -14% Mar 2026
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Mercer Global Advisors 65k $3.4M 871% Mar 2026
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Altfest L J & Co 63k $3.3M 44% Mar 2026
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SOA Wealth Advisors 59k $3.1M 0% Mar 2026
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Wedmont Private Capital 59k $3.1M 11% Mar 2026
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Patriot Financial Group Insurance Agency 58k $3.1M 115% Mar 2026
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Cascade Financial Partners 58k $3.1M -1% Mar 2026
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Durante & Waters 57k $3.0M 1% Mar 2026
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Kestra Advisory Services 57k $3.0M 3% Mar 2026
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Carnegie Capital Asset Management 56k $3.0M 3% Mar 2026
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Citigroup 54k $2.9M 100% Mar 2026
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Advisor Group Holdings 51k $2.7M 0% Dec 2025
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Magnus Financial Group 50k $2.7M -13% Mar 2026
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Equita Financial Network 49k $2.6M 0% Mar 2026
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HPM Partners 47k $2.5M 19% Mar 2026
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NewEdge Wealth 45k $2.4M -2% Mar 2026
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O'shaughnessy Asset Management 45k $2.4M 46% Mar 2026
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Wealthfront Advisers 45k $2.4M 15% Mar 2026
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Emergent Wealth Advisors 39k $2.1M -3% Mar 2026
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Citadel Advisors 39k $2.1M 641% Mar 2026
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Westfuller Advisors 38k $2.0M -23% Mar 2026
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Atomi Financial Group 36k $1.9M 9% Dec 2025
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Stifel Financial 35k $1.9M 111% Mar 2026
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Colony 34k $1.8M 0% Dec 2025
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Cambridge Investment Research Advisors 34k $1.8M -12% Mar 2026
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Level Financial Advisors 33k $1.7M -9% Mar 2026
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Astoria Strategic Wealth 32k $1.7M 5% Mar 2026
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Perennial Advisors 30k $1.6M 12% Mar 2026
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Sontag Advisory 30k $1.6M 107% Mar 2026
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Fort Point Capital Partners 30k $1.6M -23% Dec 2025
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Francis Financial 29k $1.5M -28% Mar 2026
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Goldman Sachs Group 27k $1.4M 18% Mar 2026
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First Foundation Advisors 27k $1.4M 0% Mar 2026
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Drucker Wealth 3.0 26k $1.4M 0% Mar 2026
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Allspring Global Investments Holdings 25k $1.3M 100% Mar 2026
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Northwestern Mutual Wealth Management Company 25k $1.3M 74% Mar 2026
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CI Private Wealth 25k $1.3M 31% Mar 2026
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Conrad Siegel Investment Advisors 25k $1.3M 1% Mar 2026
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WNY Asset Management 25k $1.3M -23% Mar 2026
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Raymond James Financial 25k $1.3M 140% Dec 2025
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Whitney & Company 25k $1.3M 22% Mar 2026
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Mml Investors Services 24k $1.3M -3% Mar 2026
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Trust 24k $1.3M 0% Mar 2026
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Private Advisor 24k $1.3M 5% Mar 2026
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Cora Capital Advisors 24k $1.3M 100% Mar 2026
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Brighton Securities Corp. 24k $1.3M -3% Mar 2026
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Godfrey Financial Associates 22k $1.2M 100% Mar 2026
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Captrust Financial Advisors 22k $1.2M 100% Dec 2025
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Hanson McClain Advisors 22k $1.2M 29% Dec 2025
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Members Advisory Group 22k $1.1M 6% Mar 2026
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Indivisible Partners 21k $1.1M 100% Mar 2026
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Chicago Partners Investment 20k $1.1M 0% Mar 2026
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Proffitt & Goodson 19k $1.0M 4% Mar 2026
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Empower Advisory Group 19k $1.0M -10% Dec 2025
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Cresset Asset Management 18k $964k 100% Mar 2026
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Stonehage Fleming Financial Services Holdings 18k $961k 0% Mar 2026
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Calamos Wealth Management 17k $885k -5% Mar 2026
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Calamos Advisors 17k $885k 100% Mar 2026
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Equitable Holdings 17k $885k 6% Mar 2026
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Sei Investments 16k $845k 2% Mar 2026
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Rockbridge Investment Management, LCC 16k $833k 0% Dec 2025
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Hm Payson & Co 15k $820k 0% Mar 2026
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Royal Bank of Canada 15k $799k 62% Mar 2026
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Dopkins Wealth Management 14k $746k 2% Mar 2026
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Buckingham Strategic Partners 14k $746k 100% Mar 2026
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Hamilton Wealth 14k $745k 169% Mar 2026
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Luther King Capital Management Corporation 14k $737k 0% Mar 2026
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Natixis Asset Management Advisors 14k $735k 100% Mar 2026
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Brio Consultants 13k $702k 33% Mar 2026
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TIAA Wealth Investment Management 13k $686k 100% Mar 2026
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Cornerstone Advisory 12k $645k 100% Mar 2026
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Bank of New York Mellon 12k $635k 2% Mar 2026
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McNamara Financial Services 11k $602k 0% Mar 2026
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Ashton Thomas Securities 11k $600k 100% Mar 2026
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GLR Partners 11k $587k 100% Mar 2026
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Sutton Place Investors 11k $579k 57% Mar 2026
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Conquis Financial 11k $583k -15% Mar 2026
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Farrell Financial 11k $570k -28% Mar 2026
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Apella Capital 11k $571k 3% Mar 2026
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Long Run Wealth Advisors 11k $565k 0% Dec 2025
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Jones Financial Companies, L.L 10k $549k 69% Dec 2025
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Hudson Valley Investment Advisors 10k $542k 0% Mar 2026
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EP Wealth Advisors 10k $542k 9% Mar 2026
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CliftonLarsonAllen Wealth Advisors 10k $541k -1% Mar 2026
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Eagle Rock Investment Company 10k $531k 0% Mar 2026
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Hudson Oak Wealth Advisory 9.7k $514k 4% Mar 2026
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 9.6k $512k 0% Mar 2026
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AlphaCore Capital 9.6k $511k 0% Mar 2026
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SRS Capital Advisors 9.6k $508k 100% Mar 2026
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GAMMA Investing 9.2k $491k 0% Mar 2026
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Wealthedge Investment Advisors 9.1k $485k 92% Mar 2026
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Coldstream Capital Management 9.1k $482k 139% Mar 2026
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DUTCH ASSET Corp 9.0k $475k 47% Mar 2026
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Independent Wealth Network 8.8k $470k 0% Mar 2026
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Stratos Wealth Partners 8.8k $468k 3% Mar 2026
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21 West Wealth Management 8.5k $450k 26% Mar 2026
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Oakmont Partners 8.3k $440k 0% Mar 2026
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Grimes & Company 8.3k $438k 0% Mar 2026
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Wealth Alliance 8.2k $439k 29% Dec 2025
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Keystone Global Partners 7.8k $416k -4% Mar 2026
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Compass Planning Associates 7.5k $401k 100% Mar 2026
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Boston Standard Wealth Management 7.4k $392k 1% Mar 2026
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Sterling Investment Counsel 7.3k $390k -65% Mar 2026
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Fidelis Capital Partners 7.3k $387k 0% Mar 2026
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Pine Valley Investments Ltd Liability 7.3k $389k 0% Dec 2025
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Wsfs Capital Management 7.2k $384k 0% Mar 2026
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Matauro 6.9k $368k 28% Mar 2026
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Thompson, Siegel, & Walmsley 6.8k $362k 12% Mar 2026
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D. J. St. Germain 6.8k $361k 0% Mar 2026
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Signature Securities Group Corporation 6.7k $358k -28% Mar 2026
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Petersen Hastings Wealth Advisors 6.4k $339k 100% Mar 2026
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LVW Advisors 6.4k $338k 68% Mar 2026
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Prosperity Consulting Group 6.3k $335k 0% Mar 2026
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Opal Wealth Advisors 6.2k $327k -84% Mar 2026
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LifeGoal Wealth Advisors 5.8k $306k -67% Mar 2026
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Revolve Wealth Partners 4.7k $252k -84% Mar 2026
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Tiaa Trust, National Association 1.7k $91k -100% Mar 2026
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Who sold out of iShares S&P AMT-Fr Mncpl Bnd?

Fund or Company Name Date Sold Shares Held Valued At
Jpmorgan Chase & Co Sep 2025 92k $4.9M
Stratos Wealth Advisors Dec 2025 17k $899k
Dimension Capital Management Partners Sep 2025 15k $802k
Wealth Enhancement Advisory Services Dec 2025 14k $765k
Paradigm Financial Partners Dec 2025 6.5k $347k