Who owns ISHARES TR?
- Ticker: SMAX
- CUSIP Number: 46438g588
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 |
|---|---|---|---|---|---|
| J. L. Bainbridge & Co | 947k | $26M | -32% | Jun 2026 |
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| Client First Capital | 144k | $4.0M | -1% | Jun 2026 |
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| Raymond James Financial | 93k | $2.6M | 1% | Jun 2026 |
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| FC Advisory | 81k | $2.2M | 0% | Jun 2026 |
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| Grantvest Financial Group | 73k | $2.0M | -2% | Jun 2026 |
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| Susquehanna International | 70k | $1.9M | 142% | Jun 2026 |
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| Amplius Wealth Advisors | 48k | $1.3M | 0% | Jun 2026 |
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| Envestnet Asset Management | 44k | $1.2M | 0% | Jun 2026 |
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| Crewe Advisors | 38k | $1.1M | 0% | Jun 2026 |
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| Jim Saulnier & Associates | 36k | $1.0M | 0% | Jun 2026 |
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| Commonwealth Equity Services | 27k | $746k | -4% | Jun 2026 |
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| Kestra Advisory Services | 22k | $599k | 0% | Jun 2026 |
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| Tradition Wealth Management | 21k | $588k | 0% | Jun 2026 |
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| A.R. Schmeidler & Co | 20k | $555k | 0% | Jun 2026 |
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| Lifestyle Asset Management | 17k | $466k | -1% | Jun 2026 |
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| Crown Wealth Group | 17k | $465k | 0% | Jun 2026 |
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| Citadel Advisors | 16k | $444k | 100% | Jun 2026 |
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| Clear Creek Financial Management | 15k | $428k | 0% | Jun 2026 |
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| Kestra Investment Management | 15k | $412k | 100% | Jun 2026 |
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| Kovack Advisors | 15k | $412k | 0% | Jun 2026 |
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| Creative Planning | 14k | $390k | 0% | Jun 2026 |
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| Blue Sky Capital Consultants Group | 12k | $325k | -50% | Jun 2026 |
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| Ausdal Financial Partners | 12k | $323k | 0% | Jun 2026 |
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| Old Mission Capital | 11k | $295k | -65% | Jun 2026 |
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| Bank of America Corporation | 9.0k | $251k | 100% | Jun 2026 |
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| Kestra Private Wealth Services | 9.0k | $251k | 100% | Jun 2026 |
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| Investment Partners Asset Management | 8.5k | $238k | 0% | Jun 2026 |
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| Farther Finance Advisors | 7.5k | $209k | 0% | Jun 2026 |
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| Diversify Wealth Management | 7.3k | $204k | 0% | Jun 2026 |
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| Diversify Advisory Services | 7.3k | $204k | 100% | Jun 2026 |
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| Spire Wealth Management | 7.2k | $201k | 0% | Jun 2026 |
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| AE Wealth Management | 3.9k | $109k | -4% | Jun 2026 |
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| Ronald Blue Trust | 1.4k | $40k | 100% | Jun 2026 |
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| Elevated Capital Advisors | 174.00 | $4.8k | 0% | Jun 2026 |
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| Mercer Global Advisors | 59.00 | $1.6k | 100% | Jun 2026 |
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| IFP Advisors | 51.00 | $1.4k | 0% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 34.00 | $946.998600 | 100% | Jun 2026 |
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| Kingdom Financial Group | 1.00 | $24.000000 | 0% | Jun 2026 |
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Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| BIP Wealth | Mar 2026 | 57k | $1.5M |
| Advisory Services Network | Mar 2026 | 1.0k | $27k |
| UBS Group | Mar 2026 | 172.00 | $4.6k |
| Lloyd Advisory Services | Mar 2026 | 1.00 | $23.000000 |