Who owns ISHARES TR?
- Ticker: TLTW
- CUSIP Number: 46436e338
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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Who bought or sold ISHARES TR this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Traphagen Investment Advisors | 2.3M | $61M | 6% | Sep 2024 |
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Franklin Resources | 953k | $25M | 43% | Sep 2024 |
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LPL Financial | 930k | $25M | 717% | Sep 2024 |
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Bank of America Corporation | 798k | $22M | 146% | Sep 2024 |
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Mml Investors Services | 725k | $20M | -2% | Sep 2024 |
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Envestnet Asset Management | 645k | $17M | -6% | Sep 2024 |
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Fortress Wealth Group | 347k | $8.8M | 5% | Sep 2024 |
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Emerald Investment Partners | 334k | $9.0M | 4% | Sep 2024 |
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Tortoise Investment Management | 289k | $7.8M | -22% | Sep 2024 |
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Wealth Enhancement Advisory Services | 263k | $6.7M | 2098% | Jun 2024 |
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Cambridge Investment Research Advisors | 222k | $6.0M | 355% | Sep 2024 |
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Royal Bank of Canada | 171k | $4.3M | 109% | Sep 2024 |
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Cetera Investment Advisers | 148k | $3.8M | -19% | Jun 2024 |
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AlphaStar Capital Management | 145k | $3.9M | -7% | Sep 2024 |
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Advisor Group Holdings | 104k | $2.8M | -62% | Sep 2024 |
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Janney Montgomery Scott | 94k | $2.5M | -2% | Sep 2024 |
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NCM Capital Management | 93k | $2.5M | 0% | Sep 2024 |
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Branch Banking & Trust Company | 76k | $2.0M | 4% | Jun 2024 |
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Jane Street | 66k | $1.8M | 46% | Sep 2024 |
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Regal Investment Advisors | 65k | $1.7M | 105% | Sep 2024 |
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Elmwood Wealth Management | 63k | $1.7M | -3% | Sep 2024 |
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Foundations Investment Advisors | 56k | $1.5M | 100% | Sep 2024 |
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Integrated Wealth Concepts | 49k | $1.3M | -19% | Sep 2024 |
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Atomi Financial Group | 45k | $1.2M | -14% | Sep 2024 |
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Latitude Advisors | 43k | $1.2M | -15% | Sep 2024 |
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TD Waterhouse Canada | 42k | $1.2M | 26% | Sep 2024 |
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Napa Wealth Management | 40k | $1.1M | 100% | Sep 2024 |
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SpiderRock Advisors | 39k | $1.1M | 100% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 39k | $1.0M | 100% | Sep 2024 |
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Stifel Financial | 38k | $987k | 18% | Jun 2024 |
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Assetmark | 37k | $995k | 100% | Sep 2024 |
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Wealth Alliance | 37k | $995k | 100% | Sep 2024 |
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Kestra Private Wealth Services | 35k | $942k | -1% | Sep 2024 |
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Goss Wealth Management | 25k | $630k | 83% | Jun 2024 |
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Wedbush Morgan Securities | 24k | $638k | 41% | Sep 2024 |
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Dynamic Advisors Solutions | 23k | $619k | 92% | Sep 2024 |
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Federation des caisses Desjardins du Quebec | 22k | $598k | 22050% | Sep 2024 |
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Diversify Wealth Management | 20k | $494k | -9% | Sep 2024 |
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Raymond James Financial Services Advisors | 18k | $497k | 54% | Sep 2024 |
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Lloyd Advisory Services | 18k | $476k | 5% | Sep 2024 |
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Belpointe Asset Management | 16k | $417k | 2% | Jun 2024 |
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Fortis Capital Advisors | 16k | $417k | 2% | Jun 2024 |
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Transcend Wealth Collective | 16k | $419k | 8% | Sep 2024 |
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CIBC World Markets | 12k | $326k | 100% | Sep 2024 |
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Atria Wealth Solutions | 12k | $314k | 5% | Sep 2024 |
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Bank of New York Mellon | 11k | $293k | 100% | Sep 2024 |
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Clear Creek Financial Management | 11k | $288k | 36% | Sep 2024 |
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CWM | 10k | $277k | 0% | Sep 2024 |
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Hilltop Holdings | 10k | $272k | 0% | Sep 2024 |
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Raymond James & Associates | 10k | $270k | 24% | Sep 2024 |
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Vontobel Holding | 8.0k | $216k | 100% | Sep 2024 |
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FSC Wealth Advisors | 7.7k | $207k | 5% | Sep 2024 |
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Mirae Asset Global Investments | 6.0k | $163k | -67% | Sep 2024 |
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Sound Income Strategies | 5.5k | $149k | 100% | Sep 2024 |
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Steward Partners Investment Advisory | 3.9k | $99k | 39% | Jun 2024 |
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Brian McDonald | 3.7k | $100k | 3% | Sep 2024 |
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Jpmorgan Chase & Co | 2.6k | $71k | 100% | Sep 2024 |
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SRS Capital Advisors | 2.0k | $55k | 3% | Sep 2024 |
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Morgan Stanley | 1.2k | $32k | 262% | Jun 2024 |
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Tucker Asset Management | 981.00 | $25k | 21% | Jun 2024 |
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FTB Advisors | 586.00 | $16k | 0% | Sep 2024 |
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Newbridge Financial Services Group | 250.00 | $6.8k | 100% | Sep 2024 |
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Crewe Advisors | 200.00 | $5.4k | 100% | Sep 2024 |
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Pacifica Partners | 125.00 | $3.4k | 100% | Sep 2024 |
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North Star Investment Management | 119.00 | $3.2k | 3% | Sep 2024 |
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Principal Securities | 100.00 | $2.7k | 0% | Sep 2024 |
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Pin Oak Investment Advisors | 15.00 | $0 | 100% | Jun 2024 |
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Clear Point Advisors | 11.00 | $298.999800 | 0% | Sep 2024 |
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Activest Wealth Management | 4.00 | $116.000000 | 0% | Sep 2024 |
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Wells Fargo & Company | 1.00 | $39.000000 | 0% | Sep 2024 |
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Who sold out of Ishares Tr?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Anthracite Investment Company | Mar 2024 | 200k | $19M |
Thrivent Financial for Lutherans | Mar 2024 | 29k | $761k |
Scotia Capital | Mar 2024 | 24k | $636k |
Zega Financial | Mar 2024 | 19k | $503k |
Susquehanna International | Jun 2024 | 17k | $436k |
HighTower Advisors | Mar 2024 | 13k | $334k |
Bright Futures Wealth Management | Jun 2024 | 12k | $323k |
Steele Capital Management | Jun 2024 | 9.0k | $231k |
Tradition Wealth Management | Jun 2024 | 8.7k | $223k |