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 | 1.4M | $38M | -24% | Mar 2026 |
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| Client First Capital | 144k | $4.0M | -1% | Jun 2026 |
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| Raymond James Financial | 92k | $2.5M | -3% | Mar 2026 |
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| FC Advisory | 81k | $2.2M | 0% | Jun 2026 |
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| Grantvest Financial Group | 74k | $2.0M | -9% | Mar 2026 |
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| BIP Wealth | 57k | $1.5M | -66% | Mar 2026 |
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| Amplius Wealth Advisors | 48k | $1.3M | 0% | Mar 2026 |
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| Envestnet Asset Management | 44k | $1.2M | 48% | Mar 2026 |
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| Crewe Advisors | 38k | $1.0M | 0% | Mar 2026 |
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| Jim Saulnier & Associates | 36k | $969k | 0% | Mar 2026 |
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| Old Mission Capital | 30k | $811k | 100% | Mar 2026 |
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| Susquehanna International | 29k | $774k | -44% | Mar 2026 |
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| Commonwealth Equity Services | 28k | $745k | 0% | Mar 2026 |
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| Blue Sky Capital Consultants Group | 23k | $625k | 0% | Mar 2026 |
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| Kestra Advisory Services | 22k | $577k | 35% | Mar 2026 |
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| Tradition Wealth Management | 21k | $566k | -4% | Mar 2026 |
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| A.R. Schmeidler & Co | 20k | $555k | 0% | Jun 2026 |
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| Lifestyle Asset Management | 17k | $452k | -1% | Mar 2026 |
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| Crown Wealth Group | 17k | $449k | -44% | Mar 2026 |
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| Clear Creek Financial Management | 15k | $412k | 100% | Mar 2026 |
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| Kovack Advisors | 15k | $397k | 0% | Mar 2026 |
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| Creative Planning | 14k | $375k | 0% | Mar 2026 |
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| Ausdal Financial Partners | 12k | $311k | 0% | Mar 2026 |
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| Investment Partners Asset Management | 8.5k | $229k | 4% | Mar 2026 |
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| Farther Finance Advisors | 7.5k | $201k | 100% | Mar 2026 |
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| Diversify Wealth Management | 7.3k | $200k | 100% | Mar 2026 |
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| Spire Wealth Management | 7.2k | $193k | 0% | Mar 2026 |
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| AE Wealth Management | 4.1k | $109k | -11% | Mar 2026 |
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| Advisory Services Network | 1.0k | $27k | 100% | Mar 2026 |
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| Elevated Capital Advisors | 174.00 | $4.7k | -73% | Mar 2026 |
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| UBS Group | 172.00 | $4.6k | 100% | Mar 2026 |
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| IFP Advisors | 51.00 | $1.4k | 0% | Mar 2026 |
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| Kingdom Financial Group | 1.00 | $23.000000 | 0% | Mar 2026 |
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| Lloyd Advisory Services | 1.00 | $23.000000 | 100% | Mar 2026 |
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Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Goldman Sachs Group | Dec 2025 | 52k | $1.4M |
| Kestra Investment Management | Dec 2025 | 14k | $389k |
| Thrivent Financial for Lutherans | Dec 2025 | 7.8k | $211k |
| Northwestern Mutual Wealth Management Company | Dec 2025 | 900.00 | $24k |
| National Bank Of Canada /fi/ | Dec 2025 | 425.00 | $12k |