Who owns ISHARES TR?

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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 2.7M $154M -1% Dec 2025
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BlackRock 2.3M $134M -3% Dec 2025
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LPL Financial 898k $52M 2% Dec 2025
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Sei Investments 831k $48M 7% Dec 2025
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Envestnet Portfolio Solutions 526k $30M 0% Dec 2025
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Federation des caisses Desjardins du Quebec 391k $23M 8% Dec 2025
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Mackenzie Financial 358k $21M 1% Dec 2025
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Park Avenue Securities 310k $17M 2% Mar 2026
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Hanson McClain Advisors 288k $17M -2% Dec 2025
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Financial Connections Group 242k $14M 2% Dec 2025
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Apella Capital 229k $14M 100% Mar 2026
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Cetera Investment Advisers 229k $13M 5% Dec 2025
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Mml Investors Services 183k $11M 23% Dec 2025
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Spinnaker Trust 156k $8.6M -3% Mar 2026
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Regatta Capital Group 127k $7.0M 6% Mar 2026
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Raymond James Financial 120k $6.9M 15% Dec 2025
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Wells Fargo & Company 118k $6.8M -2% Dec 2025
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Adviser Investments 105k $6.0M -3% Dec 2025
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Balanced Rock Investment Advisors 103k $5.9M -5% Dec 2025
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Janney Montgomery Scott 97k $5.3M 1% Mar 2026
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Decker Retirement Planning 93k $5.2M 12% Mar 2026
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Mirae Asset Global Investments 90k $5.2M 105% Dec 2025
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Archer Investment Management 86k $4.7M 977% Mar 2026
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HPM Partners 84k $4.8M 24% Dec 2025
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Thrivent Financial for Lutherans 84k $4.8M 4% Dec 2025
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Goldman Sachs Group 79k $4.5M -9% Dec 2025
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Assetmark 78k $4.5M 0% Dec 2025
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One Wealth Advisors 72k $4.0M -3% Mar 2026
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Accredited Investors 72k $4.2M -4% Dec 2025
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Avise Financial Cooperative 71k $3.9M 100% Mar 2026
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Advisor Group Holdings 69k $4.0M -24% Dec 2025
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Walkner Condon Financial Advisors 69k $3.9M 3% Dec 2025
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Atwater Malick 68k $3.8M 0% Mar 2026
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GenWealth Group 64k $3.8M -1% Dec 2025
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Pathstone Holdings 62k $3.6M -2% Dec 2025
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Cambridge Investment Research Advisors 61k $3.5M -2% Dec 2025
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Sofi Wealth 59k $3.4M 25% Dec 2025
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Commonwealth Equity Services 54k $3.1M -19% Dec 2025
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CGC Financial Services 53k $2.9M -5% Mar 2026
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Sanctuary Advisors 53k $3.0M 6% Dec 2025
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Ally Invest Advisors 51k $2.9M -10% Dec 2025
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CLS Investments 51k $2.9M 9% Dec 2025
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GeoWealth Management 50k $2.9M 9% Dec 2025
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Highland Financial Advisors 48k $2.7M 12% Mar 2026
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Invera Wealth Advisors 48k $2.6M -50% Mar 2026
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Goss Wealth Management 47k $2.7M 6% Dec 2025
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Opes Wealth Management 45k $2.6M 1% Dec 2025
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Horst & Graben Wealth Management 44k $2.5M 1% Dec 2025
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Equitable Holdings 42k $2.4M 6% Dec 2025
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United Capital Financial Advisers 41k $2.4M 6% Dec 2025
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Gould Asset Management 41k $2.4M -4% Dec 2025
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Equita Financial Network 41k $2.2M -4% Mar 2026
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Stratos Wealth Partners 39k $2.3M 2% Dec 2025
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Sharkey, Howes & Javer 39k $2.1M -1% Mar 2026
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Steward Partners Investment Advisory 39k $2.2M -4% Dec 2025
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Skyline Advisors 38k $2.1M 8% Mar 2026
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Merit Financial Group 37k $2.0M 47% Mar 2026
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Perigon Wealth Management 36k $2.0M 10% Mar 2026
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Modern Wealth Management 36k $2.0M 22% Dec 2025
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Values Added Financial 35k $1.9M 26% Mar 2026
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Beacon Pointe Advisors 35k $2.0M 8% Dec 2025
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Haverford Trust Company 35k $2.0M 0% Dec 2025
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Optas 34k $1.9M -1% Dec 2025
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Bank of New York Mellon 33k $1.9M 21% Dec 2025
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Summit Wealth Group Llc / Co 31k $1.7M 1% Mar 2026
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SigFig Wealth Management 30k $1.6M -96% Mar 2026
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Kestra Advisory Services 29k $1.7M 3% Dec 2025
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TD Waterhouse Canada 28k $1.6M 0% Dec 2025
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Catalytic Wealth RIA 27k $1.6M 161% Dec 2025
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Amara Financial 27k $1.5M 7% Dec 2025
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Magnus Financial Group 27k $1.5M -5% Mar 2026
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VERITY Wealth Advisors 26k $1.4M 1% Mar 2026
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MAI Wealth Advisors 25k $1.4M 0% Dec 2025
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Farther Finance Advisors 24k $1.3M 6% Mar 2026
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Wiley Bros.-aintree Capital 24k $1.4M 67% Dec 2025
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Diversified Trust Company 23k $1.3M 0% Mar 2026
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Integrated Wealth Concepts 23k $1.3M -64% Dec 2025
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Clarius 23k $1.3M 0% Dec 2025
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Kuntz Lesher Capital 22k $1.2M 0% Mar 2026
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CWM 21k $1.2M 0% Dec 2025
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Capital Investment Advisors 21k $1.2M -2% Mar 2026
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Shotwell Rutter Baer 21k $1.1M 1% Mar 2026
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Austin Private Wealth 21k $1.2M -3% Dec 2025
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Ameriprise Financial 20k $1.2M 95% Dec 2025
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Northwestern Mutual Wealth Management Company 20k $1.2M 1% Dec 2025
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Sandbox Financial Partners 20k $1.1M -5% Mar 2026
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Investor's Fiduciary Advisor Network 20k $1.1M -2% Dec 2025
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MA Private Wealth 19k $1.1M 0% Dec 2025
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We Are One Seven 18k $1.0M -4% Dec 2025
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Creative Planning 18k $1.0M 8% Dec 2025
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HighTower Advisors 18k $1.0M -28% Dec 2025
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National Wealth Management Group 17k $985k 1% Dec 2025
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Mariner Wealth Advisors 17k $966k 19% Dec 2025
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Stewardship Advisors 17k $920k 3% Mar 2026
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Aufman Associates 17k $955k 6% Dec 2025
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Perennial Investment Advisors 16k $933k -8% Dec 2025
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RFG Advisory 15k $840k 0% Mar 2026
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Concurrent Investment Advisors 15k $832k 24% Mar 2026
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Sagespring Wealth Partners 15k $867k 0% Dec 2025
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Pine Harbor Wealth Management 15k $864k 0% Dec 2025
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Central Pacific Bank - Trust Division 15k $823k 0% Mar 2026
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Wealth Alliance 15k $839k -1% Dec 2025
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Regal Investment Advisors 14k $824k -2% Dec 2025
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Pensionmark Financial Group 14k $822k 9% Dec 2025
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Snowden Capital Advisors 14k $799k 0% Dec 2025
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Aptus Capital Advisors 13k $762k 0% Dec 2025
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Ameritas Advisory Services 12k $707k 1804% Dec 2025
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Putnam Fl Investment Management 12k $695k -1% Dec 2025
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Coldstream Capital Management 12k $686k 0% Dec 2025
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JMG Financial Group 12k $670k 0% Dec 2025
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Kestra Private Wealth Services 12k $642k -33% Mar 2026
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Asempa Wealth Advisors 12k $643k 0% Mar 2026
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O'shaughnessy Asset Management 12k $664k 0% Dec 2025
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eCIO 11k $626k -6% Mar 2026
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Van Hulzen Asset Management 11k $652k -12% Dec 2025
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F/M Investments 11k $630k -5% Dec 2025
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CoreCap Advisors 11k $582k -10% Mar 2026
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Change Path 10k $587k 2% Dec 2025
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West Wealth Group 10k $587k -1% Dec 2025
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Jane Street 10k $578k -37% Dec 2025
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Brookstone Capital Management 9.9k $547k 100% Mar 2026
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One Wealth Capital Management 9.8k $563k -9% Dec 2025
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Keystone Financial Services 9.7k $560k -30% Dec 2025
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UBS Group 9.7k $559k 1% Dec 2025
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Patriot Financial Group Insurance Agency 9.7k $533k 98% Mar 2026
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International Assets Investment Management 9.6k $555k 2% Dec 2025
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Advisory Services Network 9.2k $528k 203% Dec 2025
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RCS Financial Planning 8.8k $488k 0% Mar 2026
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Wealthgarden F.s 8.8k $515k -3% Dec 2025
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Susquehanna International 8.8k $504k 24% Dec 2025
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Dana Investment Advisors 8.7k $498k 100% Dec 2025
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Atria Investments 8.6k $496k 7% Dec 2025
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Crew Capital Management 8.5k $467k -23% Mar 2026
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Agf Management 8.4k $484k -11% Dec 2025
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Lifelong Wealth Advisors 8.3k $459k 0% Mar 2026
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Theory Financial 8.3k $486k 2% Dec 2025
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Sound View Wealth Advisors Group 8.2k $473k 0% Dec 2025
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ValMark Advisers 8.0k $460k 0% Dec 2025
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EverSource Wealth Advisors 7.9k $457k 4% Dec 2025
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Private Advisor 7.8k $447k -3% Dec 2025
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Diversify Wealth Management 7.7k $452k 100% Dec 2025
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Sage Financial Management Group 7.6k $422k 0% Mar 2026
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KWB Wealth 7.6k $436k -7% Mar 2026
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Hoxton Planning & Management 7.4k $409k 19% Mar 2026
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Attessa Capital 7.4k $406k -6% Mar 2026
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Us Bancorp 7.3k $420k 24% Dec 2025
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Resources Investment Advisors 7.2k $416k -3% Dec 2025
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Jones Financial Companies, L.L 7.1k $410k 63% Dec 2025
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Savvy Advisors 7.0k $406k 4% Dec 2025
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Maia Wealth 7.0k $409k -44% Dec 2025
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MBE Wealth Management 7.0k $387k -18% Mar 2026
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Tortoise Investment Management 6.9k $398k -5% Dec 2025
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Spectrum Planning & Advisory Services 6.8k $377k -5% Mar 2026
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Eq 6.5k $372k -32% Dec 2025
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UMA Financial Services 6.0k $330k -29% Mar 2026
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Venturi Wealth Management 5.7k $317k -47% Mar 2026
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Strategic Blueprint 5.5k $317k -31% Dec 2025
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FMR 3.7k $211k -60% Dec 2025
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Halbert Hargrove Global Advisors 0 $0 -100% Mar 2026
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Who sold out of Ishares Tr?

Fund or Company Name Date Sold Shares Held Valued At
Gts Securities Sep 2025 107k $6.1M
Citadel Advisors Sep 2025 39k $2.2M
Wealth Enhancement Advisory Services Dec 2025 24k $1.4M
Flow Traders US Sep 2025 16k $913k