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 5.2M $242M 2% Mar 2025
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BlackRock 2.7M $127M 2% Mar 2025
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Envestnet Portfolio Solutions 1.2M $56M -21% Mar 2025
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LPL Financial 1.2M $54M 11% Mar 2025
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SigFig Wealth Management 669k $31M 3% Mar 2025
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Jpmorgan Chase & Co 625k $29M 3% Mar 2025
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Sei Investments 516k $26M 7% Dec 2024
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Park Avenue Securities 502k $23M 8% Mar 2025
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Mackenzie Financial 369k $17M -21% Mar 2025
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Federation des caisses Desjardins du Quebec 366k $17M 8% Mar 2025
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Hanson McClain Advisors 284k $13M 2% Mar 2025
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Mml Investors Services 284k $14M 7% Dec 2024
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Cetera Investment Advisers 277k $14M 12% Dec 2024
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Spinnaker Trust 272k $13M -18% Mar 2025
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Thrivent Financial for Lutherans 224k $12M 3% Mar 2025
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Financial Connections Group 221k $10M 3% Mar 2025
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Balanced Rock Investment Advisors 187k $8.7M 2% Mar 2025
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Invera Wealth Advisors 172k $8.0M -4% Mar 2025
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Royal Bank of Canada 138k $6.4M 5% Mar 2025
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Atria Wealth Solutions 131k $6.1M -7% Mar 2025
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Adviser Investments 129k $6.4M -2% Dec 2024
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One Wealth Advisors 120k $6.0M 7% Dec 2024
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Assetmark 119k $5.9M 30% Dec 2024
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Morgan Stanley 117k $5.8M 100% Dec 2024
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Wells Fargo & Company 110k $5.1M 18% Mar 2025
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Regatta Capital Group 104k $4.9M 15% Mar 2025
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Bank of America Corporation 95k $4.7M 2% Dec 2024
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Janney Montgomery Scott 94k $4.4M 4% Mar 2025
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HPM Partners 85k $3.9M -13% Mar 2025
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Optas 84k $3.9M 2% Mar 2025
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United Capital Financial Advisers 83k $3.9M -7% Mar 2025
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Accredited Investors 78k $3.9M 11% Dec 2024
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Commonwealth Equity Services 77k $3.8M 8% Dec 2024
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Citadel Advisors 77k $3.6M 100% Mar 2025
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Goldman Sachs Group 76k $3.5M -5% Mar 2025
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Horst & Graben Wealth Management 73k $3.4M -3% Mar 2025
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Cambridge Investment Research Advisors 72k $3.3M -1% Mar 2025
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Pathstone Holdings 69k $3.2M 0% Mar 2025
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Sharkey, Howes & Javer 68k $3.2M 1% Mar 2025
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Atwater Malick 68k $3.2M 0% Mar 2025
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Walkner Condon Financial Advisors 67k $3.1M -6% Mar 2025
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Equitable Holdings 67k $3.3M 14% Dec 2024
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Sanctuary Advisors 63k $3.2M -4% Dec 2024
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GenWealth Group 62k $2.9M 0% Mar 2025
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Integrated Wealth Concepts 59k $3.0M -34% Dec 2024
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Steward Partners Investment Advisory 59k $2.9M 16% Dec 2024
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Advisor Group Holdings 57k $2.6M -23% Mar 2025
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Equita Financial Network 53k $2.5M 8% Mar 2025
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Investor's Fiduciary Advisor Network 46k $2.2M 100% Mar 2025
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Perigon Wealth Management 44k $2.0M 18% Mar 2025
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Gould Asset Management 43k $2.0M 0% Mar 2025
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Flow Traders US 42k $2.1M 166% Dec 2024
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Ally Invest Advisors 42k $2.1M 2% Dec 2024
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Opes Wealth Management 40k $2.0M 1% Dec 2024
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Stratos Wealth Partners 38k $1.8M -8% Mar 2025
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Financial Advisors 38k $1.8M 0% Mar 2025
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Bank of New York Mellon 38k $1.8M 6% Mar 2025
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Dohj 37k $1.7M -7% Mar 2025
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Elios Financial Group 36k $1.7M 100% Mar 2025
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H D Vest Advisory Services 35k $1.7M 12% Dec 2024
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Skyline Advisors 35k $1.6M 11% Mar 2025
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Highland Financial Advisors 32k $1.5M 230% Mar 2025
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Kestra Advisory Services 31k $1.6M 0% Dec 2024
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Austin Private Wealth 31k $1.5M -1% Mar 2025
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We Are One Seven 30k $1.4M -3% Mar 2025
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RFG Advisory 30k $1.4M 21% Mar 2025
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HighTower Advisors 30k $1.5M 291% Dec 2024
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TD Waterhouse Canada 28k $1.3M 0% Mar 2025
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Magnus Financial Group 28k $1.3M 2% Mar 2025
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Raymond James Financial 28k $1.3M 33% Mar 2025
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Regal Investment Advisors 28k $1.3M 9% Mar 2025
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Townsquare Capital 27k $1.3M -11% Mar 2025
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VERITY Wealth Advisors 26k $1.2M 0% Mar 2025
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FMR 25k $1.2M -18% Mar 2025
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Wealth Alliance 25k $1.2M -4% Mar 2025
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Snowden Capital Advisors 24k $1.1M 1% Mar 2025
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Amara Financial 24k $1.1M 11% Mar 2025
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Diversified Trust Company 24k $1.1M -4% Mar 2025
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Farther Finance Advisors 24k $1.1M 25% Mar 2025
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Hart & Patterson Financial Group 24k $1.2M 0% Dec 2024
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MA Private Wealth 24k $1.1M 0% Mar 2025
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Capital Investment Advisors 23k $1.1M 100% Mar 2025
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Pensionmark Financial Group 23k $1.1M 9% Mar 2025
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Merit Financial Group 22k $1.0M 430% Mar 2025
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CWM 22k $1.0M 1% Mar 2025
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Clarius 22k $1.0M 5% Mar 2025
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Kuntz Lesher Capital 22k $1.0M -20% Mar 2025
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One Wealth Capital Management 21k $995k 5% Mar 2025
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Diversify Advisory Services 21k $970k -13% Mar 2025
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Sofi Wealth 21k $965k 641% Mar 2025
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Keystone Financial Services 20k $948k 19% Mar 2025
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Shotwell Rutter Baer 19k $810k 6% Mar 2025
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Sandbox Financial Partners 19k $887k -9% Mar 2025
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MAI Wealth Advisors 19k $868k 1% Mar 2025
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National Wealth Management Group 19k $864k 2% Mar 2025
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GeoWealth Management 18k $911k 1821% Dec 2024
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Crew Capital Management 18k $848k 0% Mar 2025
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F/M Investments 18k $903k 0% Dec 2024
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Maia Wealth 18k $811k -1% Mar 2025
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Northwestern Mutual Wealth Management Company 17k $864k -42% Dec 2024
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Proequities 17k $880M 23% Dec 2024
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Theory Financial 16k $762k 1% Mar 2025
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Stewardship Advisors 16k $743k 23% Mar 2025
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Pine Harbor Wealth Management 15k $708k 0% Mar 2025
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Retirement Capital Strategies 15k $750k 100% Dec 2024
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Wealthgarden F.s 15k $697k 5% Mar 2025
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EverSource Wealth Advisors 15k $688k -11% Mar 2025
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Wade Financial Advisory 15k $680k 18% Mar 2025
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Modern Wealth Management 14k $669k 100% Mar 2025
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Van Hulzen Asset Management 14k $711k 0% Dec 2024
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Oregon Pacific Wealth Management 14k $658k 5% Mar 2025
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Aptus Capital Advisors 14k $643k 0% Mar 2025
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Aufman Associates 14k $677k 0% Dec 2024
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Creative Planning 13k $626k 69% Mar 2025
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Wealth Enhancement Advisory Services 13k $625k -38% Mar 2025
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UBS Group 13k $613k 63% Mar 2025
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Stifel Financial 13k $646k 3% Dec 2024
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Congress Wealth Management LLC / DE / 13k $643k -22% Dec 2024
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Strategic Blueprint 13k $590k 1% Mar 2025
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Putnam Fl Investment Management 13k $587k 5% Mar 2025
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Coldstream Capital Management 12k $574k 0% Mar 2025
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Eq 12k $570k 13% Mar 2025
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Lifelong Wealth Advisors 12k $568k 30% Mar 2025
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Ramiah Investment Group 12k $567k 100% Mar 2025
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Change Path 12k $603k 29% Dec 2024
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Ascent Group 12k $558k 56% Mar 2025
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MBE Wealth Management 12k $555k 146% Mar 2025
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Private Advisor 12k $553k 37% Mar 2025
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Copperleaf Capital 12k $585k -5% Dec 2024
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JMG Financial Group 12k $543k -27% Mar 2025
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Aurum Wealth Management Group 12k $542k 0% Mar 2025
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Susquehanna International 12k $576k -26% Dec 2024
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O'shaughnessy Asset Management 12k $575k 100% Dec 2024
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Buttonwood Financial Group 12k $508k 7% Mar 2025
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CoreCap Advisors 11k $521k 5% Mar 2025
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FTB Advisors 11k $520k -5% Mar 2025
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Perennial Investment Advisors 11k $549k 42% Dec 2024
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Atria Investments 11k $542k -13% Dec 2024
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West Wealth Group 11k $508k -16% Mar 2025
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Sigma Planning 11k $505k -70% Mar 2025
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Values Added Financial 11k $503k 85% Mar 2025
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Spectrum Planning & Advisory Services 11k $502k 18% Mar 2025
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Maiden Cove Capital 11k $526k 0% Dec 2024
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Hoxton Planning & Management 11k $492k 96% Mar 2025
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Resources Investment Advisors 10k $477k -5% Mar 2025
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Jane Street 9.7k $452k 100% Mar 2025
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Curtis Advisory Group 9.7k $451k 40% Mar 2025
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Mariner Wealth Advisors 9.6k $447k 30% Mar 2025
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UMA Financial Services 9.5k $441k -4% Mar 2025
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Wrapmanager 8.6k $404k -41% Mar 2025
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Sound View Wealth Advisors Group 8.2k $383k -18% Mar 2025
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Attessa Capital 6.9k $324k -39% Mar 2025
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Who sold out of Ishares Tr?

Fund or Company Name Date Sold Shares Held Valued At
Prudential Financial Sep 2024 47k $2.3M
Halbert Hargrove Global Advisors Dec 2024 30k $1.5M
International Assets Investment Management Dec 2024 24k $1.2M
Sagespring Wealth Partners Dec 2024 20k $1.0M
Stratos Wealth Advisors Dec 2024 12k $586k
National Asset Management Sep 2024 9.5k $463k