Who owns Ishares Tr cmn?
- Ticker: STIP
- CUSIP Number: 46429B747
Tip: Access positions for across all investors
Analyze quarterly positions in Ishares Tr cmn with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Ishares Tr cmn this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
BlackRock | 1.9M | $191M | 100% | Sep 2024 |
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Modera Wealth Management | 1.8M | $184M | 6% | Sep 2024 |
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BlackRock | 1.8M | $180M | 2% | Jun 2024 |
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Comprehensive Portfolio Management | 1.5M | $153M | 6% | Sep 2024 |
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LPL Financial | 1.5M | $148M | 16% | Sep 2024 |
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Morgan Stanley | 1.2M | $123M | -7% | Jun 2024 |
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Bank of America Corporation | 1.2M | $124M | -23% | Sep 2024 |
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Modern Wealth Management | 1.1M | $107M | -2% | Sep 2024 |
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Partners Capital Investment Group | 959k | $97M | 6% | Sep 2024 |
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Wealthcare Advisory Partners | 831k | $84M | 3% | Sep 2024 |
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O'shaughnessy Asset Management | 810k | $82M | 6% | Sep 2024 |
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Financeware | 728k | $74M | 1% | Sep 2024 |
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YCMNET Advisors | 710k | $72M | 3% | Sep 2024 |
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State Street Corporation | 697k | $69M | -1% | Jun 2024 |
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AlTi Global | 692k | $70M | -4% | Sep 2024 |
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Envestnet Asset Management | 620k | $63M | 1% | Sep 2024 |
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Haverford Trust Company | 581k | $59M | -1% | Sep 2024 |
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Keating Investment Counselors | 525k | $53M | 0% | Sep 2024 |
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Jpmorgan Chase & Co | 512k | $52M | 1% | Sep 2024 |
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M. Kulyk & Associates | 510k | $52M | 2% | Sep 2024 |
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3EDGE Asset Management | 492k | $50M | -13% | Sep 2024 |
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HPM Partners | 482k | $49M | 3% | Sep 2024 |
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Tortoise Investment Management | 468k | $47M | 4% | Sep 2024 |
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Putnam Fl Investment Management | 454k | $46M | 8% | Sep 2024 |
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Quotient Wealth Partners | 421k | $43M | 3% | Sep 2024 |
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Wells Fargo & Company | 410k | $42M | -9% | Sep 2024 |
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Golub Group | 379k | $38M | 1% | Sep 2024 |
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Central Trust & Investment | 376k | $38M | -6% | Sep 2024 |
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Victory Capital Management | 370k | $38M | 57% | Sep 2024 |
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Sigma Investment Counselors | 357k | $36M | 0% | Jun 2024 |
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Cetera Investment Advisers | 355k | $35M | -5% | Jun 2024 |
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LVW Advisors | 354k | $36M | 8% | Sep 2024 |
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Renaissance Technologies | 331k | $34M | -3% | Sep 2024 |
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SCS Capital Management | 324k | $32M | -6% | Jun 2024 |
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Pure Financial Advisors | 284k | $29M | -7% | Sep 2024 |
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Austin Asset Management | 268k | $27M | 1% | Sep 2024 |
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Wealth Enhancement Advisory Services | 267k | $27M | -16% | Jun 2024 |
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Gould Asset Management | 264k | $27M | 10% | Sep 2024 |
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Abacus Planning Group | 263k | $27M | 8% | Sep 2024 |
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Raymond James Financial Services Advisors | 250k | $25M | -4% | Sep 2024 |
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Kelman-Lazarov | 246k | $25M | 3% | Sep 2024 |
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Empowered Funds | 230k | $23M | 3% | Sep 2024 |
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Altfest L J & Co | 224k | $23M | -2% | Sep 2024 |
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Rockland Trust | 223k | $23M | 6% | Sep 2024 |
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Kestra Advisory Services | 219k | $22M | -8% | Sep 2024 |
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Greenline Partners | 214k | $21M | 3% | Jun 2024 |
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Wilshire Associates | 212k | $21M | -1% | Jun 2024 |
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HighTower Advisors | 211k | $21M | 7% | Jun 2024 |
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Creative Planning | 210k | $21M | -7% | Sep 2024 |
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Royal Bank of Canada | 207k | $21M | -35% | Sep 2024 |
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Sensible Financial Planning & Management | 202k | $21M | 1% | Sep 2024 |
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Integrated Wealth Concepts | 199k | $20M | 100% | Sep 2024 |
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Advisor Group Holdings | 190k | $19M | 30% | Sep 2024 |
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Grubman Wealth Management | 188k | $19M | 6% | Sep 2024 |
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Brookstone Capital Management | 186k | $19M | 4177% | Sep 2024 |
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ProVise Management Group | 185k | $19M | 8% | Sep 2024 |
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Jeppson Wealth Management | 184k | $19M | 0% | Sep 2024 |
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Orion Portfolio Solutions | 183k | $19M | 7% | Sep 2024 |
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 183k | $19M | -2% | Sep 2024 |
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Pnc Financial Services | 181k | $18M | -5% | Sep 2024 |
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Prime Capital Investment Advisors | 180k | $18M | -1% | Sep 2024 |
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Stordahl Capital Management | 178k | $18M | -1% | Sep 2024 |
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Silver Oak Securities | 178k | $18M | 49% | Sep 2024 |
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New York Life Investment Management | 173k | $18M | -36% | Sep 2024 |
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CI Private Wealth | 170k | $17M | -3% | Sep 2024 |
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Portland Global Advisors | 165k | $16M | 6% | Jun 2024 |
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KWMG | 156k | $16M | 4% | Sep 2024 |
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Goldman Sachs Group | 154k | $15M | 16% | Jun 2024 |
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Trilogy Capital | 151k | $15M | 3% | Sep 2024 |
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Ancora Advisors | 146k | $15M | 7% | Sep 2024 |
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Financial Gravity Wealth | 146k | $14M | 13% | Jun 2024 |
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Cambridge Investment Research Advisors | 143k | $15M | -14% | Sep 2024 |
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Financial Gravity Companies | 142k | $14M | 100% | Sep 2024 |
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Family Firm | 142k | $14M | -1% | Sep 2024 |
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Raymond James & Associates | 138k | $14M | 8% | Sep 2024 |
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Stifel Financial | 137k | $14M | -2% | Jun 2024 |
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Northland Capital Management | 134k | $14M | 0% | Sep 2024 |
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Beacon Pointe Advisors | 133k | $13M | -2% | Sep 2024 |
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Galvin, Gaustad & Stein | 130k | $13M | 3% | Sep 2024 |
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Ethos Financial Group | 128k | $13M | 4% | Sep 2024 |
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Guggenheim Capital, LLC Managers | 127k | $13M | 6% | Sep 2024 |
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Burt Wealth Advisors | 121k | $12M | 2% | Sep 2024 |
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Mml Investors Services | 121k | $12M | 23% | Sep 2024 |
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Municipal Employees' Retirement System of Michigan | 120k | $12M | 10% | Sep 2024 |
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AJ Advisors | 118k | $12M | -2% | Sep 2024 |
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Arkansas Financial | 117k | $12M | 0% | Sep 2024 |
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Commonwealth Equity Services | 116k | $12M | -3% | Sep 2024 |
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Park Edge Advisors | 115k | $12M | 9% | Sep 2024 |
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American Money Management | 112k | $11M | 2% | Sep 2024 |
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Echo45 Advisors | 110k | $11M | 3% | Sep 2024 |
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New Capital Management | 109k | $11M | -3% | Sep 2024 |
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IFG Advisory | 106k | $11M | 0% | Sep 2024 |
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Alesco Advisors | 106k | $11M | 4% | Sep 2024 |
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Townsquare Capital | 106k | $11M | -66% | Sep 2024 |
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Elm Partners Management | 105k | $11M | -42% | Sep 2024 |
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BIP Wealth | 104k | $11M | 18% | Sep 2024 |
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Walker Financial Services | 101k | $10M | 8% | Sep 2024 |
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Courier Capital Corp | 99k | $10M | -3% | Sep 2024 |
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Mercer Global Advisors | 96k | $9.5M | -10% | Jun 2024 |
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Drake & Associates | 90k | $9.1M | 3% | Sep 2024 |
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Burns Wealth Management | 88k | $8.9M | -2% | Sep 2024 |
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ValMark Advisers | 86k | $8.7M | -4% | Sep 2024 |
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NBT Bank | 75k | $7.6M | -1% | Sep 2024 |
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Elevate Wealth Advisory | 73k | $7.3M | 14% | Jun 2024 |
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Sterling Investment Advisors | 70k | $7.1M | 5% | Sep 2024 |
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Branch Banking & Trust Company | 69k | $6.8M | -12% | Jun 2024 |
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Bleakley Financial Group | 68k | $6.8M | -9% | Sep 2024 |
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FTB Advisors | 66k | $6.7M | -3% | Sep 2024 |
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First Trust Bank | 65k | $6.5M | 0% | Jun 2024 |
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Columbus Macro | 65k | $6.6M | -6% | Sep 2024 |
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William Blair $ Company | 65k | $6.6M | 1% | Sep 2024 |
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Integris Wealth Management | 58k | $5.9M | -5% | Sep 2024 |
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Perigon Wealth Management | 58k | $5.9M | 25% | Sep 2024 |
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Leavell Investment Management | 58k | $5.9M | 17% | Sep 2024 |
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City State Bank | 58k | $5.9M | 2% | Sep 2024 |
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National Asset Management | 58k | $5.7M | -27% | Jun 2024 |
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NorthCrest Asset Manangement | 57k | $5.7M | 4% | Jun 2024 |
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Krasney Financial | 57k | $5.8M | -4% | Sep 2024 |
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Hillcrest Wealth Advisors - NY | 56k | $5.7M | -10% | Sep 2024 |
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Lutz Financial Services | 54k | $5.5M | 29% | Sep 2024 |
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Equita Financial Network | 54k | $5.4M | 11% | Sep 2024 |
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Perfromance Wealth Partners | 53k | $5.4M | 0% | Sep 2024 |
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Pure Portfolios Holdings | 53k | $5.4M | 100% | Sep 2024 |
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Trivant Custom Portfolio Group | 52k | $5.3M | 7% | Sep 2024 |
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Equitable Holdings | 51k | $5.0M | 32% | Jun 2024 |
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Atria Wealth Solutions | 50k | $5.1M | 8% | Sep 2024 |
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Arcataur Capital Management | 47k | $4.8M | -2% | Sep 2024 |
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Buck Wealth Strategies | 47k | $4.8M | -8% | Sep 2024 |
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Altiora Financial Group | 46k | $4.7M | 1% | Sep 2024 |
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Mackenzie Financial | 46k | $4.7M | 13% | Sep 2024 |
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Pinnacle Financial Partners | 46k | $4.7M | -5% | Sep 2024 |
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Kure Advisory | 46k | $4.6M | 2% | Sep 2024 |
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Alhambra Investment Partners | 45k | $4.6M | 25% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 44k | $4.4M | 0% | Sep 2024 |
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Ameritas Advisory Services | 43k | $4.4M | -15% | Sep 2024 |
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New Potomac Partneres | 42k | $4.3M | 0% | Sep 2024 |
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Ambassador Advisors | 42k | $4.2M | 6% | Sep 2024 |
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Mirae Asset Global Investments | 42k | $4.2M | -13% | Sep 2024 |
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Flow Traders US | 41k | $4.2M | -53% | Sep 2024 |
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Cable Hill Partners | 39k | $4.0M | -77% | Sep 2024 |
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CIBC World Markets | 39k | $4.0M | 0% | Sep 2024 |
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Friedenthal Financial | 39k | $3.9M | 2% | Sep 2024 |
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Aptus Capital Advisors | 39k | $3.9M | 4% | Sep 2024 |
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Evexia Wealth | 38k | $3.9M | 15% | Sep 2024 |
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RDA Financial Network | 38k | $3.8M | 1% | Sep 2024 |
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Soltis Investment Advisors | 37k | $3.7M | -2% | Sep 2024 |
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AE Wealth Management | 36k | $3.6M | 6% | Sep 2024 |
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Cascade Financial Partners | 35k | $3.5M | 2% | Sep 2024 |
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Kestra Private Wealth Services | 35k | $3.5M | -3% | Sep 2024 |
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Jane Street | 34k | $3.5M | -26% | Sep 2024 |
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Citadel Advisors | 34k | $3.4M | -78% | Sep 2024 |
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Sigma Planning | 31k | $3.1M | -12% | Sep 2024 |
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Martin Capital Partners | 30k | $3.0M | -17% | Sep 2024 |
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Strategic Wealth Designers | 29k | $2.9M | -87% | Sep 2024 |
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We Are One Seven | 27k | $2.7M | -36% | Sep 2024 |
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Pinnacle Wealth Management Group | 23k | $2.3M | -73% | Sep 2024 |
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Westover Capital Advisors | 16k | $1.6M | -78% | Sep 2024 |
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Miracle Mile Advisors | 10k | $1.0M | -96% | Sep 2024 |
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Cyndeo Wealth Partners | 6.4k | $647k | -96% | Sep 2024 |
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NISA Investment Advisors | 4.9k | $497k | -94% | Sep 2024 |
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Who sold out of Ishares Tr cmn?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Dynasty Wealth Management | Jun 2024 | 424k | $42M |
Brass Tax Wealth Management | Jun 2024 | 88k | $8.7M |
Simplicity Wealth | Jun 2024 | 74k | $7.4M |
Oppenheimer & Co | Mar 2024 | 60k | $6.0M |
Cynosure Management | Mar 2024 | 38k | $169k |