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 | 2.8M | $154M | 4% | Mar 2026 |
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| BlackRock | 2.4M | $131M | 2% | Mar 2026 |
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| LPL Financial | 970k | $54M | 8% | Mar 2026 |
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| Sei Investments | 876k | $48M | 5% | Mar 2026 |
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| Envestnet Portfolio Solutions | 519k | $29M | -1% | Mar 2026 |
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| Mackenzie Financial | 372k | $21M | 4% | Mar 2026 |
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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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| Cetera Investment Advisers | 232k | $13M | 2% | Mar 2026 |
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| Apella Capital | 229k | $14M | 100% | Mar 2026 |
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| Financial Connections Group | 228k | $13M | -6% | Mar 2026 |
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| Mml Investors Services | 165k | $9.1M | -10% | Mar 2026 |
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| Spinnaker Trust | 156k | $8.6M | -3% | Mar 2026 |
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| Morgan Stanley | 137k | $7.6M | 14% | Mar 2026 |
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| Wells Fargo & Company | 134k | $7.4M | 13% | Mar 2026 |
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| Royal Bank of Canada | 131k | $7.3M | -12% | 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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| HPM Partners | 106k | $5.9M | 26% | Mar 2026 |
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| Balanced Rock Investment Advisors | 104k | $5.7M | 1% | Mar 2026 |
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| Bank of America Corporation | 104k | $5.7M | 100% | Mar 2026 |
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| Adviser Investments | 101k | $5.5M | -4% | Mar 2026 |
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| Janney Montgomery Scott | 97k | $5.3M | 1% | Mar 2026 |
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| Pathstone Holdings | 94k | $5.2M | 52% | Mar 2026 |
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| Decker Retirement Planning | 93k | $5.2M | 12% | Mar 2026 |
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| Archer Investment Management | 86k | $4.7M | 977% | Mar 2026 |
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| Thrivent Financial for Lutherans | 82k | $4.5M | -2% | Mar 2026 |
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| Assetmark | 79k | $4.3M | 2% | Mar 2026 |
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| Mirae Asset Global Investments | 77k | $4.3M | -14% | Mar 2026 |
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| Sofi Wealth | 74k | $4.1M | 25% | Mar 2026 |
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| One Wealth Advisors | 72k | $4.0M | -3% | Mar 2026 |
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| Avise Financial Cooperative | 71k | $3.9M | 100% | Mar 2026 |
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| Accredited Investors | 71k | $3.9M | -2% | Mar 2026 |
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| Walkner Condon Financial Advisors | 69k | $3.8M | 1% | Mar 2026 |
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| Advisor Group Holdings | 69k | $4.0M | -24% | Dec 2025 |
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| Atwater Malick | 68k | $3.8M | 0% | Mar 2026 |
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| Goldman Sachs Group | 67k | $3.7M | -16% | Mar 2026 |
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| GenWealth Group | 65k | $3.6M | 2% | Mar 2026 |
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| Integrated Wealth Concepts | 63k | $3.5M | 177% | Mar 2026 |
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| Cambridge Investment Research Advisors | 59k | $3.3M | -2% | Mar 2026 |
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| Optas | 58k | $3.2M | 72% | Mar 2026 |
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| Commonwealth Equity Services | 58k | $3.2M | 8% | Mar 2026 |
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| Goss Wealth Management | 56k | $3.1M | 19% | Mar 2026 |
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| Sanctuary Advisors | 54k | $3.0M | 2% | Mar 2026 |
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| CGC Financial Services | 53k | $2.9M | -5% | Mar 2026 |
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| Ally Invest Advisors | 52k | $2.8M | 1% | Mar 2026 |
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| GeoWealth Management | 51k | $2.8M | 2% | Mar 2026 |
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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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| Hartland & Co | 46k | $2.5M | 100% | Mar 2026 |
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| Opes Wealth Management | 45k | $2.5M | 0% | Mar 2026 |
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| CLS Investments | 45k | $2.5M | -11% | Mar 2026 |
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| Horst & Graben Wealth Management | 43k | $2.7M | -2% | Mar 2026 |
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| Gould Asset Management | 43k | $2.3M | 4% | Mar 2026 |
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| United Capital Financial Advisers | 41k | $2.3M | -1% | Mar 2026 |
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| Equitable Holdings | 41k | $2.4M | -1% | Mar 2026 |
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| Equita Financial Network | 41k | $2.2M | -4% | Mar 2026 |
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| Bank of New York Mellon | 39k | $2.2M | 18% | Mar 2026 |
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| Sharkey, Howes & Javer | 39k | $2.1M | -1% | Mar 2026 |
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| Stratos Wealth Partners | 38k | $2.1M | -3% | Mar 2026 |
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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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| Amara Financial | 36k | $2.0M | 35% | Mar 2026 |
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| Perigon Wealth Management | 36k | $2.0M | 10% | Mar 2026 |
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| Steward Partners Investment Advisory | 36k | $2.0M | -7% | 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 | $1.9M | 0% | Mar 2026 |
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| Kestra Advisory Services | 33k | $1.8M | 14% | Mar 2026 |
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| Davis Wealth Advisors | 33k | $1.8M | 100% | Mar 2026 |
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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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| Ameriprise Financial | 29k | $1.6M | 44% | Mar 2026 |
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| TD Waterhouse Canada | 28k | $1.6M | 0% | Mar 2026 |
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| Catalytic Wealth RIA | 27k | $1.6M | 161% | Dec 2025 |
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| MAI Wealth Advisors | 27k | $1.5M | 7% | Mar 2026 |
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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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| 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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| Clarius | 23k | $1.3M | 0% | Dec 2025 |
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| Kuntz Lesher Capital | 22k | $1.2M | 0% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 22k | $1.2M | 7% | Mar 2026 |
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| CWM | 21k | $1.2M | 0% | Dec 2025 |
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| National Wealth Management Group | 21k | $1.2M | 24% | Mar 2026 |
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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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| Sandbox Financial Partners | 20k | $1.1M | -5% | Mar 2026 |
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| Investor's Fiduciary Advisor Network | 20k | $1.1M | 0% | Mar 2026 |
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| Capital Analysts | 19k | $1.1M | 262% | Mar 2026 |
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| MA Private Wealth | 19k | $1.1M | 0% | Mar 2026 |
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| We Are One Seven | 18k | $1.0M | -4% | Dec 2025 |
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| Creative Planning | 17k | $960k | -1% | Mar 2026 |
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| Perennial Investment Advisors | 17k | $931k | 4% | Mar 2026 |
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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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| HighTower Advisors | 17k | $911k | -6% | Mar 2026 |
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| Gateway Wealth Partners | 16k | $897k | 218% | Mar 2026 |
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| Sagespring Wealth Partners | 15k | $849k | 2% | Mar 2026 |
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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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| Central Pacific Bank - Trust Division | 15k | $823k | 0% | Mar 2026 |
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| Pine Harbor Wealth Management | 15k | $808k | -3% | Mar 2026 |
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| Wealth Alliance | 15k | $839k | -1% | Dec 2025 |
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| Pensionmark Financial Group | 14k | $790k | 0% | Mar 2026 |
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| Regal Investment Advisors | 14k | $824k | -2% | Dec 2025 |
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| Snowden Capital Advisors | 14k | $799k | 0% | Dec 2025 |
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| Aptus Capital Advisors | 13k | $720k | -1% | Mar 2026 |
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| OpenArc Corporate Advisory | 13k | $708k | 100% | Mar 2026 |
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| Savvy Advisors | 13k | $693k | 78% | Mar 2026 |
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| Ameritas Advisory Services | 13k | $693k | 2% | Mar 2026 |
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| Coldstream Capital Management | 12k | $657k | 0% | Mar 2026 |
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| UBS Group | 12k | $656k | 22% | Mar 2026 |
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| JMG Financial Group | 12k | $642k | 0% | Mar 2026 |
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| Kestra Private Wealth Services | 12k | $642k | -33% | Mar 2026 |
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| Putnam Fl Investment Management | 12k | $640k | -4% | Mar 2026 |
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| Asempa Wealth Advisors | 12k | $643k | 0% | Mar 2026 |
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| O'shaughnessy Asset Management | 12k | $634k | 0% | Mar 2026 |
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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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| Mariner Wealth Advisors | 11k | $621k | -33% | Mar 2026 |
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| Diversify Wealth Management | 11k | $691k | 44% | Mar 2026 |
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| Private Advisor | 11k | $583k | 36% | Mar 2026 |
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| CoreCap Advisors | 11k | $582k | -10% | Mar 2026 |
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| Navigation Group | 11k | $578k | 100% | Mar 2026 |
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| One Wealth Capital Management | 10k | $625k | 2% | Mar 2026 |
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| Brookstone Capital Management | 9.9k | $547k | 100% | Mar 2026 |
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| Change Path | 9.7k | $538k | -4% | Mar 2026 |
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| Keystone Financial Services | 9.7k | $537k | 0% | Mar 2026 |
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| Patriot Financial Group Insurance Agency | 9.7k | $533k | 98% | Mar 2026 |
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| Gts Financial | 9.5k | $444k | 100% | Mar 2026 |
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| Atria Investments | 9.4k | $517k | 9% | Mar 2026 |
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| Advisory Services Network | 9.2k | $528k | 203% | Dec 2025 |
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| ValMark Advisers | 9.1k | $503k | 14% | Mar 2026 |
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| RCS Financial Planning | 8.8k | $488k | 0% | Mar 2026 |
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| Wealthgarden F.s | 8.8k | $486k | 1% | Mar 2026 |
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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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| West Wealth Group | 8.6k | $473k | -16% | Mar 2026 |
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| Crew Capital Management | 8.5k | $467k | -23% | Mar 2026 |
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| F/M Investments | 8.5k | $467k | -23% | Mar 2026 |
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| Win Advisors | 8.3k | $459k | 100% | Mar 2026 |
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| Lifelong Wealth Advisors | 8.3k | $459k | 0% | Mar 2026 |
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| EverSource Wealth Advisors | 8.2k | $454k | 4% | Mar 2026 |
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| Theory Financial | 8.2k | $454k | 0% | Mar 2026 |
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| Sound View Wealth Advisors Group | 8.2k | $452k | 0% | Mar 2026 |
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| Alesco Advisors | 8.1k | $446k | 27% | Mar 2026 |
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| Agf Management | 7.8k | $431k | -7% | Mar 2026 |
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| KWB Wealth | 7.6k | $436k | -7% | Mar 2026 |
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| MBE Wealth Management | 7.0k | $387k | -18% | Mar 2026 |
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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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| FMR | 3.7k | $211k | -60% | Dec 2025 |
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| Federation des caisses Desjardins du Quebec | 2.8k | $153k | -99% | Mar 2026 |
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| International Assets Investment Management | 2.3k | $131k | -76% | Mar 2026 |
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| Halbert Hargrove Global Advisors | 0 | $0 | -100% | Mar 2026 |
|
Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 499k | $29M |
| Gts Securities | Sep 2025 | 107k | $6.1M |
| Wealth Enhancement Advisory Services | Dec 2025 | 24k | $1.4M |
| Jane Street | Dec 2025 | 10k | $578k |