Who owns ISHARES TR?

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
Envestnet Asset Management 963k $23M -1% Sep 2025
 View chart
Wealth Enhancement Advisory Services 882k $21M 7% Sep 2025
 View chart
Franklin Resources 879k $21M -30% Sep 2025
 View chart
Cetera Investment Advisers 878k $21M 45% Sep 2025
 View chart
LPL Financial 763k $18M 42% Sep 2025
 View chart
Columbus Macro 624k $15M 31% Sep 2025
 View chart
Prevail Innovative Wealth Advisors 490k $11M 59% Sep 2025
 View chart
UBS Group 463k $11M 43% Sep 2025
 View chart
Morgan Stanley 341k $7.9M 100% Jun 2025
 View chart
Emerald Investment Partners 320k $7.5M 12% Sep 2025
 View chart
Hamilton Wealth 248k $5.8M 190% Sep 2025
 View chart
Assetmark 236k $5.5M 83% Sep 2025
 View chart
Royal Bank of Canada 222k $0 -7% Sep 2025
 View chart
Commonwealth Equity Services 217k $5.1M 6% Sep 2025
 View chart
AlphaStar Capital Management 216k $5.1M 13% Sep 2025
 View chart
Advisor Group Holdings 190k $4.4M 12% Sep 2025
 View chart
Kestra Private Wealth Services 173k $4.0M -28% Sep 2025
 View chart
Cambridge Investment Research Advisors 173k $4.0M -1% Sep 2025
 View chart
Napa Wealth Management 129k $3.0M 5% Sep 2025
 View chart
BlackRock 84k $2.0M -4% Sep 2025
 View chart
Branch Banking & Trust Company 83k $1.9M -6% Sep 2025
 View chart
Fortress Wealth Group 82k $2.0M 5% Sep 2025
 View chart
Mml Investors Services 82k $1.9M -75% Sep 2025
 View chart
Sovran Advisors 80k $1.9M 28% Sep 2025
 View chart
Claris Financial 64k $1.5M 100% Jun 2025
 View chart
NCM Capital Management 60k $1.4M 0% Sep 2025
 View chart
Stifel Financial 59k $1.4M 4% Sep 2025
 View chart
SG Americas Securities 57k $1.3M 15% Sep 2025
 View chart
PFG Investments 57k $1.3M 20% Sep 2025
 View chart
Bank of New York Mellon 56k $1.3M 215% Sep 2025
 View chart
Wealth Alliance 52k $1.2M 388% Sep 2025
 View chart
Wedbush Morgan Securities 52k $1.2M 0% Sep 2025
 View chart
Raymond James Financial 52k $1.2M 13% Sep 2025
 View chart
Steward Partners Investment Advisory 51k $1.2M 2233% Sep 2025
 View chart
Integrated Wealth Concepts 51k $1.2M 41% Sep 2025
 View chart
Traphagen Investment Advisors 47k $1.1M 16% Sep 2025
 View chart
Federation des caisses Desjardins du Quebec 40k $927k 15% Sep 2025
 View chart
Alpine Bank Wealth Management 37k $871k 641% Sep 2025
 View chart
Dover Advisors 37k $868k 24% Sep 2025
 View chart
Dynamic Advisors Solutions 37k $853k 21% Sep 2025
 View chart
Foundations Investment Advisors 36k $844k -37% Sep 2025
 View chart
Streettalk Advisors 36k $831k 0% Sep 2025
 View chart
Perennial Investment Advisors 34k $797k 3% Sep 2025
 View chart
Brian McDonald 33k $776k 4% Sep 2025
 View chart
Advyzon Investment Management 30k $698k 3% Sep 2025
 View chart
Janney Montgomery Scott 24k $559k 104% Sep 2025
 View chart
Fox Hill Wealth Management 24k $553k -5% Sep 2025
 View chart
Blueprint Investment Partners 23k $545k 100% Sep 2025
 View chart
Blueprint Financial Advisors 23k $545k 100% Sep 2025
 View chart
Fortis Capital Advisors 23k $537k -10% Sep 2025
 View chart
Belpointe Asset Management 23k $537k -10% Sep 2025
 View chart
Mount Yale Investment Advisors 23k $528k 100% Sep 2025
 View chart
CI Private Wealth 21k $490k 0% Sep 2025
 View chart
Golden State Equity Partners 21k $487k 46% Sep 2025
 View chart
Lloyd Advisory Services 20k $477k 11% Sep 2025
 View chart
Diversify Wealth Management 20k $463k 0% Sep 2025
 View chart
Park Avenue Securities 19k $436k 64% Sep 2025
 View chart
TD Waterhouse Canada 18k $417k 100% Sep 2025
 View chart
Triumph Capital Management 17k $406k 25% Sep 2025
 View chart
Northwestern Mutual Wealth Management Company 17k $389k -6% Sep 2025
 View chart
Global Wealth Strategies & Associates 16k $382k -10% Sep 2025
 View chart
Mutual Advisors 15k $364k 0% Sep 2025
 View chart
Latitude Advisors 15k $338k -34% Sep 2025
 View chart
Kestra Advisory Services 14k $327k 5% Sep 2025
 View chart
Onyx Bridge Wealth Group 12k $274k 100% Sep 2025
 View chart
FSC Wealth Advisors 10k $239k 16% Sep 2025
 View chart
XTX Topco 10k $239k 100% Sep 2025
 View chart
Coordinated Financial Services 9.2k $216k -21% Sep 2025
 View chart
Goss Wealth Management 9.2k $215k 2% Sep 2025
 View chart
Walled Lake Planning & Wealth Management 8.8k $205k 100% Sep 2025
 View chart
Us Bancorp 8.7k $203k 100% Sep 2025
 View chart
Luminist Capital 7.1k $166k -8% Sep 2025
 View chart
Cullen Frost Bankers 6.4k $149k 100% Sep 2025
 View chart
Jpmorgan Chase & Co 5.5k $130k 81% Sep 2025
 View chart
Tortoise Investment Management 4.8k $112k 0% Sep 2025
 View chart
MAI Wealth Advisors 4.4k $103k 100% Sep 2025
 View chart
IFP Advisors 3.8k $89k 100% Sep 2025
 View chart
Bank Of Montreal 3.5k $82k 100% Jun 2025
 View chart
Advisory Services Network 3.5k $82k 100% Sep 2025
 View chart
Mirae Asset Global Investments 3.4k $80k -15% Sep 2025
 View chart
AE Wealth Management 3.0k $71k 128% Sep 2025
 View chart
Harbour Investments 3.0k $70k 1% Sep 2025
 View chart
Geneos Wealth Management 2.4k $57k 100% Sep 2025
 View chart
Stance Capital 1.8k $43k 100% Sep 2025
 View chart
FTB Advisors 1.2k $27k -5% Jun 2025
 View chart
Global Retirement Partners 664.00 $16k 100% Sep 2025
 View chart
Hanson McClain Advisors 500.00 $12k 0% Sep 2025
 View chart
Dogwood Wealth Management 250.00 $5.8k 100% Sep 2025
 View chart
Transamerica Financial Advisors 218.00 $5.1k 100% Sep 2025
 View chart
Farther Finance Advisors 208.00 $4.9k -67% Sep 2025
 View chart
North Star Investment Management 140.00 $3.3k 4% Sep 2025
 View chart
Principal Securities 135.00 $3.2k 0% Sep 2025
 View chart
Virtus ETF Advisers 135.00 $3.2k 8% Sep 2025
 View chart
Pin Oak Investment Advisors 90.00 $2.1k 0% Sep 2025
 View chart
Sunbelt Securities 43.00 $1.0k 100% Sep 2025
 View chart
FMR 21.00 $487.000500 0% Sep 2025
 View chart
Activest Wealth Management 5.00 $118.000000 0% Sep 2025
 View chart
Wells Fargo & Company 1.00 $26.000000 -100% Sep 2025
 View chart

Who sold out of Ishares Tr?

Fund or Company Name Date Sold Shares Held Valued At
CWM Jun 2025 60k $1.4M
Renaissance Technologies Jun 2025 49k $1.1M
Atria Wealth Solutions Mar 2025 9.8k $235k
Sound Income Strategies Jun 2025 5.5k $128k
Atlantic Trust Jun 2025 2.8k $66k
SRS Capital Advisors Jun 2025 2.3k $53k
Park Square Financial Group Jun 2025 378.00 $8.8k
Parallel Advisors Jun 2025 278.00 $6.4k
Pacifica Partners Jun 2025 125.00 $2.9k