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 Portfolio Solutions | 1.4M | $56M | 100% | Dec 2023 |
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| Adviser Investments | 561k | $22M | -14% | Dec 2023 |
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| SigFig Wealth Management | 507k | $20M | 15% | Dec 2023 |
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| Jpmorgan Chase & Co | 407k | $16M | 2% | Dec 2023 |
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| Advisor Group Holdings | 405k | $16M | -27% | Dec 2023 |
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| Park Avenue Securities | 391k | $18M | -1% | Mar 2024 |
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| Mackenzie Financial | 340k | $14M | 3% | Dec 2023 |
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| Hanson McClain Advisors | 280k | $11M | 9% | Dec 2023 |
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| Financial Connections Group | 179k | $7.1M | 4% | Dec 2023 |
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| Spinnaker Trust | 169k | $6.7M | -1% | Dec 2023 |
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| Invera Wealth Advisors | 168k | $6.7M | 100% | Dec 2023 |
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| Atria Wealth Solutions | 122k | $4.8M | 10% | Dec 2023 |
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| Royal Bank of Canada | 121k | $4.8M | 28% | Dec 2023 |
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| One Wealth Advisors | 117k | $5.3M | 4% | Mar 2024 |
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| Walkner Condon Financial Advisors | 106k | $4.2M | 12% | Dec 2023 |
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| Goldman Sachs Group | 104k | $4.2M | 109% | Dec 2023 |
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| Optas | 80k | $3.6M | -2% | Mar 2024 |
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| United Capital Financial Advisers | 72k | $2.9M | 100% | Dec 2023 |
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| Assetmark | 69k | $2.8M | 7% | Dec 2023 |
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| Horst & Graben Wealth Management | 69k | $2.8M | 2% | Dec 2023 |
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| GenWealth Group | 68k | $3.1M | -4% | Mar 2024 |
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| Accredited Investors | 66k | $2.6M | 12% | Dec 2023 |
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| Sharkey, Howes & Javer | 64k | $2.5M | -51% | Dec 2023 |
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| Fiera Capital Corporation | 62k | $2.5M | 256% | Dec 2023 |
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| Commonwealth Equity Services | 59k | $2.4M | 5% | Dec 2023 |
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| Janney Montgomery Scott | 59k | $2.3M | 6% | Dec 2023 |
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| Crestone Asset Management | 58k | $2.3M | -13% | Dec 2023 |
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| Steward Partners Investment Advisory | 48k | $1.9M | 12% | Dec 2023 |
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| Bank of America Corporation | 47k | $1.9M | 11% | Dec 2023 |
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| Atwater Malick | 47k | $2.1M | 28% | Mar 2024 |
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| HPM Partners | 45k | $1.8M | -1% | Dec 2023 |
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| Wealthsource Partners | 45k | $1.8M | -8% | Dec 2023 |
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| Cambridge Investment Research Advisors | 40k | $1.6M | 2% | Dec 2023 |
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| Opes Wealth Management | 40k | $1.6M | -5% | Dec 2023 |
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| Bank of New York Mellon | 36k | $1.4M | 1% | Dec 2023 |
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| Gould Asset Management | 33k | $1.3M | 38% | Dec 2023 |
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| Stratos Wealth Partners | 33k | $1.5M | -1% | Mar 2024 |
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| Dfpg Investments | 31k | $1.2M | -7% | Dec 2023 |
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| Kestra Advisory Services | 30k | $1.2M | -1% | Dec 2023 |
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| Skyline Advisors | 29k | $1.3M | -2% | Mar 2024 |
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| Halbert Hargrove Global Advisors | 29k | $1.3M | 1% | Mar 2024 |
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| Kuntz Lesher Capital | 29k | $1.1M | 13% | Dec 2023 |
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| Wells Fargo & Company | 29k | $1.1M | 30% | Dec 2023 |
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| TD Waterhouse Canada | 28k | $1.1M | 0% | Dec 2023 |
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| Equita Financial Network | 28k | $1.1M | 7% | Dec 2023 |
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| Austin Private Wealth | 27k | $1.2M | 6% | Mar 2024 |
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| VERITY Wealth Advisors | 26k | $1.2M | 12% | Mar 2024 |
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| Hart & Patterson Financial Group | 25k | $1.1M | 64% | Mar 2024 |
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| TCWP | 25k | $988k | -1% | Dec 2023 |
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| We Are One Seven | 25k | $988k | 100% | Dec 2023 |
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| FTB Advisors | 25k | $982k | 13% | Dec 2023 |
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| Sandbox Financial Partners | 24k | $1.1M | -5% | Mar 2024 |
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| International Assets Investment Management | 24k | $1.1M | -16% | Mar 2024 |
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| MA Private Wealth | 23k | $932k | -5% | Dec 2023 |
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| H D Vest Advisory Services | 23k | $931k | -2% | Dec 2023 |
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| Diversified Trust Company | 23k | $1.1M | -6% | Mar 2024 |
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| Wealth Alliance | 23k | $920k | -5% | Dec 2023 |
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| Raymond James & Associates | 22k | $880k | -3% | Dec 2023 |
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| Snowden Capital Advisors | 22k | $861k | 6% | Dec 2023 |
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| Clarius | 20k | $919k | 0% | Mar 2024 |
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| AE Wealth Management | 20k | $833k | -9% | Dec 2023 |
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| Pensionmark Financial Group | 19k | $752k | 4% | Dec 2023 |
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| Van Hulzen Asset Management | 19k | $738k | 68% | Dec 2023 |
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| Congress Wealth Management LLC / DE / | 18k | $826k | 11% | Mar 2024 |
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| F/M Investments | 18k | $701k | 4% | Dec 2023 |
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| Crew Capital Management | 18k | $701k | 4% | Dec 2023 |
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| JMG Financial Group | 17k | $675k | -46% | Dec 2023 |
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| Strategic Blueprint | 17k | $664k | 1% | Dec 2023 |
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| Wrapmanager | 17k | $661k | 39% | Dec 2023 |
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| Patriot Financial Group Insurance Agency | 17k | $661k | -1% | Dec 2023 |
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| One Wealth Management Investment & Advisory Services | 16k | $645k | 100% | Dec 2023 |
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| Townsquare Capital | 16k | $645k | -5% | Dec 2023 |
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| Orion Portfolio Solutions | 16k | $641k | -1% | Dec 2023 |
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| Financial Advisors | 16k | $639k | 1% | Dec 2023 |
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| Keystone Financial Services | 16k | $633k | 10% | Dec 2023 |
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| Farther Finance Advisors | 16k | $632k | 1% | Dec 2023 |
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| CWM | 15k | $682k | 25% | Mar 2024 |
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| Creative Planning | 14k | $568k | 100% | Dec 2023 |
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| Stratos Wealth Advisors | 14k | $639k | -5% | Mar 2024 |
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| Aurum Wealth Management Group | 14k | $552k | 1% | Dec 2023 |
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| Aufman Associates | 14k | $540k | -3% | Dec 2023 |
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| Dohj | 13k | $589k | 100% | Mar 2024 |
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| Stifel Financial | 13k | $498k | 2% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 12k | $558k | 1% | Mar 2024 |
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| National Wealth Management Group | 12k | $480k | 28% | Dec 2023 |
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| Coldstream Capital Management | 12k | $474k | 0% | Dec 2023 |
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| West Wealth Group | 12k | $470k | 2% | Dec 2023 |
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| Bp Wealth Management | 12k | $466k | -17% | Dec 2023 |
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| Financial Counselors | 12k | $457k | 23% | Dec 2023 |
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| Raymond James Financial Services Advisors | 11k | $455k | -35% | Dec 2023 |
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| Perigon Wealth Management | 11k | $451k | 16% | Dec 2023 |
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| UMA Financial Services | 11k | $481k | -4% | Mar 2024 |
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| National Asset Management | 11k | $438k | -40% | Dec 2023 |
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| CoreCap Advisors | 11k | $429k | -5% | Dec 2023 |
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| Retirement Capital Strategies | 10k | $415k | 100% | Dec 2023 |
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| Venturi Wealth Management | 10k | $401k | 3% | Dec 2023 |
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| Betterment | 9.7k | $387k | -6% | Dec 2023 |
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| Apollon Wealth Management | 9.5k | $378k | 100% | Dec 2023 |
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| Goodwin Investment Advisory | 9.5k | $378k | -41% | Dec 2023 |
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| Buttonwood Financial Group | 9.1k | $410k | 29% | Mar 2024 |
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| Proequities | 9.1k | $361M | 297% | Dec 2023 |
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| UBS Group | 8.6k | $341k | 7% | Dec 2023 |
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| Mutual Advisors | 8.5k | $337k | 100% | Dec 2023 |
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| Lincoln National | 8.1k | $324k | -3% | Dec 2023 |
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| Wade Financial Advisory | 8.1k | $321k | 2% | Dec 2023 |
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| Agf Management | 8.0k | $319k | 4% | Dec 2023 |
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| Bank Of Montreal | 7.4k | $296k | 100% | Dec 2023 |
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| Trevian Wealth Management | 7.4k | $294k | 1% | Dec 2023 |
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| Wagner Bowman Management | 7.4k | $332k | 4% | Mar 2024 |
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| Alesco Advisors | 7.4k | $293k | 0% | Dec 2023 |
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| Spectrum Planning & Advisory Services | 7.3k | $289k | 100% | Dec 2023 |
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| Tortoise Investment Management | 6.8k | $272k | 0% | Dec 2023 |
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| Monterey Private Wealth | 6.8k | $306k | 100% | Mar 2024 |
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| Spire Wealth Management | 6.7k | $276k | 36% | Dec 2023 |
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| Harbour Investments | 6.7k | $268k | 16% | Dec 2023 |
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| Beacon Financial | 6.3k | $250k | 100% | Dec 2023 |
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| Baker Tilly Financial | 6.3k | $250k | 0% | Dec 2023 |
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| ValMark Advisers | 6.2k | $248k | 0% | Dec 2023 |
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| MAI Wealth Advisors | 6.2k | $248k | 100% | Dec 2023 |
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| Advisory Services Network | 6.2k | $247k | 4% | Dec 2023 |
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| Goldstein Advisors | 6.1k | $242k | -9% | Dec 2023 |
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| Tempus Wealth Planning | 6.0k | $238k | -4% | Dec 2023 |
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| Wedbush Morgan Securities | 5.6k | $222k | -7% | Dec 2023 |
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| Keel Point | 5.5k | $247k | 0% | Mar 2024 |
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| Private Advisor | 5.4k | $216k | 100% | Dec 2023 |
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| Mercer Global Advisors | 5.2k | $208k | 100% | Dec 2023 |
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| Kestra Private Wealth Services | 5.2k | $208k | 100% | Dec 2023 |
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| Claro Advisors | 5.2k | $233k | 100% | Mar 2024 |
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| U.S. Capital Wealth Advisors | 5.1k | $205k | 100% | Dec 2023 |
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| Pallas Capital Advisors | 4.9k | $223k | -9% | Mar 2024 |
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| Hoxton Planning & Management | 4.7k | $213k | 100% | Mar 2024 |
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| Sugarloaf Wealth Management | 4.6k | $182k | 0% | Dec 2023 |
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| Creative Financial Designs | 4.5k | $179k | -7% | Dec 2023 |
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| Capital Analysts | 3.9k | $156k | 0% | Dec 2023 |
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| JFS Wealth Advisors | 3.6k | $143k | 100% | Dec 2023 |
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| Principal Securities | 2.9k | $116k | 100% | Dec 2023 |
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| EverSource Wealth Advisors | 2.1k | $84k | 0% | Dec 2023 |
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| Milestone Investment Advisors | 1.9k | $77k | 0% | Dec 2023 |
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| AdvisorNet Financial | 1.9k | $86k | -4% | Mar 2024 |
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| Oliver Lagore Vanvalin Investment Group | 1.8k | $70k | 0% | Dec 2023 |
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| Bourgeon Capital Management | 1.5k | $59k | 10% | Dec 2023 |
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| Pnc Financial Services | 1.5k | $58k | -2% | Dec 2023 |
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| Emerald Investment Partners | 1.4k | $55k | -7% | Dec 2023 |
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| ORG Partners | 1.2k | $46k | 18% | Dec 2023 |
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| GPS Wealth Strategies Group | 1.1k | $44k | 0% | Dec 2023 |
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| Nbc Securities | 780.00 | $35k | 0% | Mar 2024 |
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| Archer Investment Corp | 570.00 | $23k | 0% | Dec 2023 |
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| CVA Family Office | 526.00 | $21k | 100% | Dec 2023 |
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| NBT Bank | 457.00 | $18k | 100% | Dec 2023 |
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| Aspire Private Capital | 378.00 | $17k | -5% | Mar 2024 |
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Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Shotwell Rutter Baer | Dec 2023 | 21k | $829k |
| Sowell Financial Services | Sep 2023 | 15k | $509k |
| Values Added Financial | Sep 2023 | 7.0k | $244k |
| Marshall Wace | Sep 2023 | 6.3k | $218k |
| McGlone Suttner Wealth Management | Dec 2023 | 2.6k | $102k |
| Pecaut & Co. | Sep 2023 | 1.5k | $51k |
| First Community Trust Na | Sep 2023 | 670.00 | $23k |