Who owns ISHARES TR?
- Ticker: USXF
- CUSIP Number: 46436e767
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 |
---|---|---|---|---|---|
Envestnet Asset Management | 4.6M | $224M | 1% | Sep 2024 |
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BlackRock | 2.7M | $125M | 0% | Jun 2024 |
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BlackRock | 2.7M | $132M | 100% | Sep 2024 |
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Envestnet Portfolio Solutions | 1.4M | $67M | 1% | Sep 2024 |
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SigFig Wealth Management | 605k | $28M | 8% | Jun 2024 |
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LPL Financial | 586k | $29M | 4% | Sep 2024 |
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Sei Investments | 482k | $24M | 182% | Sep 2024 |
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Jpmorgan Chase & Co | 476k | $23M | 0% | Sep 2024 |
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Park Avenue Securities | 396k | $19M | 0% | Sep 2024 |
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Mackenzie Financial | 377k | $19M | 6% | Sep 2024 |
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Federation des caisses Desjardins du Quebec | 302k | $15M | 31% | Sep 2024 |
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Hanson McClain Advisors | 298k | $15M | 2% | Sep 2024 |
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Mml Investors Services | 266k | $13M | -5% | Sep 2024 |
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Cetera Investment Advisers | 227k | $11M | -1% | Jun 2024 |
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Financial Connections Group | 210k | $10M | 8% | Sep 2024 |
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Spinnaker Trust | 203k | $10M | 24% | Sep 2024 |
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Thrivent Financial for Lutherans | 202k | $9.9M | 50% | Sep 2024 |
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Balanced Rock Investment Advisors | 201k | $9.3M | 4% | Jun 2024 |
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Invera Wealth Advisors | 171k | $8.9M | 1% | Sep 2024 |
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Atria Wealth Solutions | 133k | $6.5M | 1% | Sep 2024 |
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Royal Bank of Canada | 133k | $6.5M | 7% | Sep 2024 |
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Adviser Investments | 131k | $6.4M | -78% | Sep 2024 |
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One Wealth Advisors | 112k | $5.5M | -1% | Sep 2024 |
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HPM Partners | 97k | $4.8M | -23% | Sep 2024 |
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Bank of America Corporation | 94k | $4.6M | 34% | Sep 2024 |
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Assetmark | 91k | $4.5M | 14% | Sep 2024 |
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Integrated Wealth Concepts | 90k | $4.4M | 71% | Sep 2024 |
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Regatta Capital Group | 86k | $4.2M | 15% | Sep 2024 |
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Morgan Stanley | 82k | $3.8M | 11% | Jun 2024 |
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Optas | 81k | $4.0M | 2% | Sep 2024 |
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United Capital Financial Advisers | 79k | $3.9M | -1% | Sep 2024 |
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Janney Montgomery Scott | 78k | $3.8M | 1% | Sep 2024 |
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Wells Fargo & Company | 78k | $3.8M | 23% | Sep 2024 |
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Walkner Condon Financial Advisors | 76k | $3.7M | -27% | Sep 2024 |
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Morningstar Investment Services | 72k | $3.5M | 96% | Sep 2024 |
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Commonwealth Equity Services | 72k | $3.5M | 4% | Sep 2024 |
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Accredited Investors | 70k | $3.4M | -1% | Sep 2024 |
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Horst & Graben Wealth Management | 69k | $3.4M | 3% | Sep 2024 |
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Advisor Group Holdings | 69k | $3.4M | 13% | Sep 2024 |
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Atwater Malick | 67k | $3.3M | 10% | Sep 2024 |
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Pathstone Holdings | 67k | $3.3M | 8% | Sep 2024 |
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Sanctuary Advisors | 66k | $3.4M | 9% | Sep 2024 |
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Cambridge Investment Research Advisors | 66k | $3.2M | 2% | Sep 2024 |
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GenWealth Group | 65k | $3.2M | -5% | Sep 2024 |
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Goldman Sachs Group | 63k | $2.9M | -2% | Jun 2024 |
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Sharkey, Howes & Javer | 60k | $2.9M | 0% | Sep 2024 |
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Equitable Holdings | 59k | $2.7M | 4% | Jun 2024 |
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Equita Financial Network | 50k | $2.4M | 23% | Sep 2024 |
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Steward Partners Investment Advisory | 49k | $2.3M | 4% | Jun 2024 |
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Gould Asset Management | 43k | $2.1M | 0% | Sep 2024 |
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Ally Invest Advisors | 41k | $2.0M | 9% | Sep 2024 |
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Opes Wealth Management | 40k | $1.9M | 4% | Sep 2024 |
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Sigma Planning | 38k | $1.9M | 2% | Sep 2024 |
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Financial Advisors | 38k | $1.9M | 136% | Sep 2024 |
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Dohj | 38k | $1.8M | 82% | Sep 2024 |
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Bank of New York Mellon | 37k | $1.8M | 4% | Sep 2024 |
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Stratos Wealth Partners | 33k | $1.6M | -1% | Sep 2024 |
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Kestra Advisory Services | 31k | $1.5M | -5% | Sep 2024 |
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H D Vest Advisory Services | 31k | $1.4M | 7% | Jun 2024 |
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Diversify Advisory Services | 30k | $1.5M | -9% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 30k | $1.5M | 74% | Sep 2024 |
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Skyline Advisors | 29k | $1.4M | 0% | Sep 2024 |
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Halbert Hargrove Global Advisors | 29k | $1.4M | -1% | Sep 2024 |
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TD Waterhouse Canada | 28k | $1.4M | 0% | Sep 2024 |
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Perigon Wealth Management | 28k | $1.4M | 18% | Sep 2024 |
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Austin Private Wealth | 28k | $1.4M | 6% | Sep 2024 |
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We Are One Seven | 27k | $1.3M | 6% | Sep 2024 |
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Kuntz Lesher Capital | 27k | $1.3M | 0% | Sep 2024 |
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VERITY Wealth Advisors | 26k | $1.3M | 0% | Sep 2024 |
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FTB Advisors | 25k | $1.2M | 3% | Sep 2024 |
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Diversified Trust Company | 25k | $1.2M | 0% | Sep 2024 |
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MA Private Wealth | 24k | $1.2M | 1% | Sep 2024 |
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Hart & Patterson Financial Group | 24k | $1.2M | -1% | Sep 2024 |
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Sandbox Financial Partners | 23k | $1.1M | -8% | Sep 2024 |
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Wealth Alliance | 22k | $1.1M | -3% | Sep 2024 |
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Regal Investment Advisors | 22k | $1.1M | 8% | Sep 2024 |
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Amara Financial | 22k | $1.1M | 100% | Sep 2024 |
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Magnus Financial Group | 21k | $1.0M | 29% | Sep 2024 |
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Clarius | 20k | $999k | 0% | Sep 2024 |
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Snowden Capital Advisors | 20k | $992k | -1% | Sep 2024 |
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Shotwell Rutter Baer | 20k | $983k | 6% | Sep 2024 |
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Townsquare Capital | 20k | $969k | 11% | Sep 2024 |
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Farther Finance Advisors | 20k | $962k | 12% | Sep 2024 |
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Pensionmark Financial Group | 19k | $928k | 0% | Sep 2024 |
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Crew Capital Management | 18k | $892k | 0% | Sep 2024 |
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F/M Investments | 18k | $891k | 100% | Sep 2024 |
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CWM | 18k | $871k | 0% | Sep 2024 |
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National Wealth Management Group | 17k | $855k | 10% | Sep 2024 |
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Keystone Financial Services | 17k | $835k | 0% | Sep 2024 |
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Congress Wealth Management LLC / DE / | 17k | $812k | -10% | Sep 2024 |
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Wrapmanager | 16k | $805k | -3% | Sep 2024 |
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JMG Financial Group | 16k | $797k | 1% | Sep 2024 |
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Maia Wealth | 16k | $797k | 3% | Sep 2024 |
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Flow Traders US | 16k | $776k | 100% | Sep 2024 |
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Susquehanna International | 16k | $767k | 13% | Sep 2024 |
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Pine Harbor Wealth Management | 15k | $744k | 0% | Sep 2024 |
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EverSource Wealth Advisors | 15k | $741k | 3% | Sep 2024 |
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Strategic Blueprint | 15k | $740k | 2% | Sep 2024 |
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Patriot Financial Group Insurance Agency | 15k | $724k | -4% | Sep 2024 |
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Wade Financial Advisory | 15k | $720k | 14% | Sep 2024 |
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Van Hulzen Asset Management | 14k | $702k | -7% | Sep 2024 |
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Wealth Enhancement Advisory Services | 14k | $639k | 11% | Jun 2024 |
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Proequities | 14k | $671M | 7% | Sep 2024 |
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Sowell Financial Services | 14k | $670k | -6% | Sep 2024 |
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Aufman Associates | 14k | $666k | 0% | Sep 2024 |
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RFG Advisory | 14k | $664k | 100% | Sep 2024 |
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Aurum Wealth Management Group | 14k | $662k | -3% | Sep 2024 |
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Stifel Financial | 14k | $628k | 1% | Jun 2024 |
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UMA Financial Services | 13k | $646k | 17% | Sep 2024 |
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Aptus Capital Advisors | 13k | $621k | -9% | Sep 2024 |
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Atria Investments | 13k | $619k | 5% | Sep 2024 |
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Copperleaf Capital | 12k | $578k | 15% | Jun 2024 |
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Coldstream Capital Management | 12k | $604k | 0% | Sep 2024 |
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Stratos Wealth Advisors | 12k | $601k | -26% | Sep 2024 |
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Mount Yale Investment Advisors | 12k | $591k | -9% | Sep 2024 |
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Putnam Fl Investment Management | 12k | $582k | -42% | Sep 2024 |
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Wealthgarden F.s | 12k | $564k | 100% | Sep 2024 |
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Raymond James Financial Services Advisors | 11k | $556k | -8% | Sep 2024 |
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Stewardship Advisors | 11k | $543k | 100% | Sep 2024 |
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West Wealth Group | 11k | $538k | -3% | Sep 2024 |
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Resources Investment Advisors | 11k | $532k | -73% | Sep 2024 |
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MAI Wealth Advisors | 11k | $526k | 0% | Sep 2024 |
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Buttonwood Financial Group | 11k | $519k | 9% | Sep 2024 |
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Maiden Cove Capital | 11k | $489k | 1% | Sep 2024 |
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Private Advisor | 11k | $513k | 59% | Sep 2024 |
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Financial Counselors | 10k | $480k | -10% | Jun 2024 |
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CoreCap Advisors | 10k | $504k | 1% | Sep 2024 |
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Sound View Wealth Advisors Group | 9.9k | $486k | 100% | Sep 2024 |
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Highland Financial Advisors | 9.8k | $482k | 0% | Sep 2024 |
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National Asset Management | 9.5k | $463k | -26% | Sep 2024 |
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Change Path | 9.4k | $463k | 11% | Sep 2024 |
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Venturi Wealth Management | 9.4k | $462k | 1% | Sep 2024 |
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Raymond James & Associates | 9.1k | $446k | 33% | Sep 2024 |
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Central Pacific Bank - Trust Division | 9.0k | $444k | 100% | Sep 2024 |
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Spectrum Planning & Advisory Services | 8.9k | $439k | 18% | Sep 2024 |
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Eq | 8.8k | $434k | 100% | Sep 2024 |
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Financial Gravity Wealth | 8.4k | $392k | 6% | Jun 2024 |
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Tortoise Investment Management | 8.3k | $409k | 21% | Sep 2024 |
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Kestra Private Wealth Services | 8.3k | $409k | 59% | Sep 2024 |
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Wagner Bowman Management | 7.7k | $380k | 3% | Sep 2024 |
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Creative Planning | 7.7k | $379k | 6% | Sep 2024 |
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Ascent Group | 7.7k | $376k | 0% | Sep 2024 |
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My Legacy Advisors | 7.6k | $372k | 0% | Sep 2024 |
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Agf Management | 7.5k | $368k | 4% | Sep 2024 |
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Gen-Wealth Partners | 7.5k | $349k | 3% | Jun 2024 |
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Tempus Wealth Planning | 7.5k | $367k | -2% | Sep 2024 |
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ValMark Advisers | 7.1k | $349k | -11% | Sep 2024 |
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U.S. Capital Wealth Advisors | 7.0k | $341k | 9% | Sep 2024 |
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Savvy Advisors | 6.9k | $340k | 3% | Sep 2024 |
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Who sold out of Ishares Tr?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Retirement Capital Strategies | Mar 2024 | 112k | $5.1M |
Crestone Asset Management | Mar 2024 | 60k | $2.7M |
TCWP | Jun 2024 | 26k | $1.2M |
International Assets Investment Management | Jun 2024 | 24k | $1.1M |
Orion Portfolio Solutions | Mar 2024 | 23k | $1.0M |
Citadel Advisors | Jun 2024 | 19k | $860k |
One Wealth Management Investment & Advisory Services | Jun 2024 | 16k | $724k |