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 |
|
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 |