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 | 5.2M | $242M | 2% | Mar 2025 |
|
| 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 |
|
| 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 |
|
| 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 |
|
| Sound View Wealth Advisors Group | 8.2k | $383k | -18% | Mar 2025 |
|
| Attessa Capital | 6.9k | $324k | -39% | Mar 2025 |
|
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 |