Who owns ISHARES TR?
- Ticker: XJH
- CUSIP Number: 46436e551
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 |
|---|---|---|---|---|---|
| Bank of America Corporation | 473k | $20M | 6% | Sep 2024 |
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| Eastern Bank | 381k | $16M | 44% | Sep 2024 |
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| Raymond James & Associates | 374k | $16M | 4% | Sep 2024 |
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| Bailard | 206k | $8.7M | 3% | Sep 2024 |
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| Mariner Wealth Advisors | 193k | $8.1M | 18% | Sep 2024 |
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| Koss-Olinger Consulting | 146k | $6.2M | 3% | Sep 2024 |
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| Pensionmark Financial Group | 139k | $5.9M | 100% | Sep 2024 |
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| Shira Ridge Wealth Management | 119k | $5.0M | -7% | Sep 2024 |
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| Franklin Resources | 92k | $4.0M | 0% | Sep 2024 |
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| Raymond James Financial Services Advisors | 92k | $3.9M | -63% | Sep 2024 |
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| LPL Financial | 89k | $3.8M | 27% | Sep 2024 |
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| Francis Financial | 85k | $3.6M | 78% | Sep 2024 |
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| Commonwealth Equity Services | 75k | $3.2M | -6% | Sep 2024 |
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| JNBA Financial Advisors | 71k | $3.0M | 7% | Sep 2024 |
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| Cary Street Partner Investment Advisory | 69k | $2.9M | 49% | Sep 2024 |
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| Advisory Services Network | 57k | $2.3M | 0% | Sep 2024 |
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| Steward Partners Investment Advisory | 56k | $2.2M | 2% | Jun 2024 |
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| Hilltop Wealth Advisors | 48k | $2.0M | 324% | Sep 2024 |
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| Dohj | 46k | $1.9M | 7% | Sep 2024 |
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| Private Advisor | 46k | $1.9M | 39% | Sep 2024 |
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| Balanced Rock Investment Advisors | 44k | $1.7M | 6% | Jun 2024 |
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| Citadel Advisors | 38k | $1.6M | 100% | Sep 2024 |
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| HighTower Advisors | 37k | $1.5M | 20% | Jun 2024 |
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| Royal Bank of Canada | 37k | $1.6M | 0% | Sep 2024 |
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| RVW Wealth | 37k | $1.5M | -5% | Sep 2024 |
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| Gould Asset Management | 34k | $1.4M | -3% | Sep 2024 |
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| Cetera Investment Advisers | 33k | $1.3M | 25% | Jun 2024 |
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| Envestnet Asset Management | 32k | $1.3M | 4% | Sep 2024 |
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| Biltmore Family Office | 31k | $1.3M | 0% | Sep 2024 |
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| Goldman Sachs Group | 31k | $1.2M | 0% | Jun 2024 |
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| Coldstream Capital Management | 29k | $1.2M | 8% | Sep 2024 |
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| Cambridge Investment Research Advisors | 28k | $1.2M | -5% | Sep 2024 |
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| Advisor Group Holdings | 26k | $1.1M | -26% | Sep 2024 |
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| Sage Financial | 25k | $1.1M | 3% | Sep 2024 |
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| RTD Financial Advisors | 24k | $998k | 100% | Sep 2024 |
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| Affiance Financial | 22k | $908k | 1% | Sep 2024 |
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| D.A. Davidson & Co. | 20k | $800k | 11% | Jun 2024 |
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| Whittier Trust | 20k | $853k | 0% | Sep 2024 |
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| First United Bank & Trust | 19k | $808k | 21% | Sep 2024 |
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| Opes Wealth Management | 19k | $803k | 3% | Sep 2024 |
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| CI Private Wealth | 19k | $791k | 32% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 19k | $736k | 115% | Jun 2024 |
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| Better Money Decisions | 18k | $770k | 13% | Sep 2024 |
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| McKinley Carter Wealth Services | 17k | $712k | 2% | Sep 2024 |
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| Eley Financial Management | 16k | $687k | 7% | Sep 2024 |
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| Atlantic Private Wealth | 16k | $684k | -2% | Sep 2024 |
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| Harbour Investments | 15k | $633k | 580% | Sep 2024 |
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| Portland Global Advisors | 15k | $589k | 1% | Jun 2024 |
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| Topel & Distasi Wealth Management | 15k | $630k | 19% | Sep 2024 |
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| Congress Wealth Management LLC / DE / | 14k | $579k | -23% | Sep 2024 |
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| Captrust Financial Advisors | 13k | $549k | -3% | Sep 2024 |
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| Optas | 13k | $535k | 3% | Sep 2024 |
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| Creative Planning | 12k | $506k | -15% | Sep 2024 |
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| Stratos Wealth Partners | 12k | $498k | -1% | Sep 2024 |
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| Magnus Financial Group | 11k | $457k | 15% | Sep 2024 |
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| Carr Financial Group Corp | 10k | $425k | 0% | Sep 2024 |
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| Mml Investors Services | 9.7k | $409k | 0% | Sep 2024 |
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| BLB^B Advisors | 9.7k | $409k | 100% | Sep 2024 |
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| Colony | 8.9k | $376k | -48% | Sep 2024 |
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| Napatree Capital | 8.9k | $376k | 7% | Sep 2024 |
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| Pathway Financial Advisors | 8.7k | $367k | 20% | Sep 2024 |
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| Amara Financial | 8.6k | $362k | 100% | Sep 2024 |
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| Davenport & Co | 8.5k | $359k | 39% | Sep 2024 |
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| Branch Banking & Trust Company | 8.3k | $327k | 3% | Jun 2024 |
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| Wrapmanager | 8.1k | $343k | 3% | Sep 2024 |
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| Cantor Fitzgerald Investment Adviser | 8.0k | $337k | -4% | Sep 2024 |
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| Alesco Advisors | 7.7k | $326k | 2% | Sep 2024 |
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| Armbruster Capital Management | 7.7k | $325k | -20% | Sep 2024 |
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| Tarbox | 7.3k | $288k | 11% | Jun 2024 |
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| Chicago Partners Investment | 6.7k | $281k | 10% | Sep 2024 |
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| First National Corp | 6.1k | $259k | 100% | Sep 2024 |
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| MAI Wealth Advisors | 5.9k | $250k | 1% | Sep 2024 |
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| Financial Council Asset Management | 5.6k | $237k | 0% | Sep 2024 |
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| Regatta Capital Group | 5.6k | $236k | -24% | Sep 2024 |
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| Novare Capital Management | 5.6k | $235k | 0% | Sep 2024 |
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| Mercer Global Advisors | 5.2k | $207k | -34% | Jun 2024 |
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| Sax Wealth Advisors | 5.2k | $221k | 100% | Sep 2024 |
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| JSF Financial | 5.1k | $216k | 100% | Sep 2024 |
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| Integrated Wealth Concepts | 4.8k | $203k | 100% | Sep 2024 |
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| Global Retirement Partners | 3.0k | $127k | 151% | Sep 2024 |
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| Jpmorgan Chase & Co | 2.9k | $121k | 170% | Sep 2024 |
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| Mascoma Wealth Management | 2.8k | $120k | -3% | Sep 2024 |
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| Joel R Mogy Investment Counsel | 2.6k | $108k | -4% | Sep 2024 |
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| Urban Financial Advisory Corp | 2.4k | $101k | 100% | Sep 2024 |
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| Stephens Consulting | 2.3k | $96k | -7% | Sep 2024 |
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| Larson Financial Group | 2.2k | $93k | 32% | Sep 2024 |
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| Armor Investment Advisors | 2.1k | $90k | 1% | Sep 2024 |
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| Armstrong Advisory Group | 1.5k | $65k | 1% | Sep 2024 |
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| Golden State Equity Partners | 1.4k | $57k | 100% | Sep 2024 |
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| Aptus Capital Advisors | 1.3k | $56k | 100% | Sep 2024 |
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| Benjamin F. Edwards & Company | 1.3k | $51k | 396% | Jun 2024 |
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| Us Bancorp | 1.2k | $50k | 0% | Sep 2024 |
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| Smithfield Trust Company | 1.1k | $47k | 0% | Sep 2024 |
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| Hanson & Doremus Investment Management | 1.1k | $46k | 2% | Sep 2024 |
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| McIlrath & Eck | 1.1k | $46k | 0% | Sep 2024 |
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| Caldwell Sutter Capital | 991.00 | $42k | 0% | Sep 2024 |
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| Asset Dedication | 982.00 | $42k | 167% | Sep 2024 |
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| Voisard Asset Management Group | 961.00 | $41k | -63% | Sep 2024 |
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| Bartlett & Co. Wealth Management | 850.00 | $36k | 0% | Sep 2024 |
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| Wells Financial Advisors | 800.00 | $34k | -9% | Sep 2024 |
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| WFA of San Diego | 791.00 | $34k | 100% | Sep 2024 |
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| Whittier Trust Co. of Nevada | 710.00 | $30k | 0% | Sep 2024 |
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| Addison Advisors | 700.00 | $30k | 100% | Sep 2024 |
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| GHP Investment Advisors | 671.00 | $28k | 0% | Sep 2024 |
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| Fort Vancouver Investment Management | 621.00 | $26k | 0% | Sep 2024 |
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| Oarsman Capital | 472.00 | $20k | 100% | Sep 2024 |
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| SRS Capital Advisors | 469.00 | $20k | 100% | Sep 2024 |
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| Deutsche Bank Aktiengesellschaft | 400.00 | $17k | -33% | Sep 2024 |
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| WR Wealth Planners | 398.00 | $17k | -1% | Sep 2024 |
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| Assetmark | 379.00 | $16k | 3% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 306.00 | $13k | 100% | Sep 2024 |
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| IFP Advisors | 159.00 | $6.3k | 141% | Jun 2024 |
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| Hanson McClain Advisors | 121.00 | $5.1k | 0% | Sep 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 95.00 | $4.0k | 0% | Sep 2024 |
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| Pin Oak Investment Advisors | 94.00 | $4.0k | 0% | Jun 2024 |
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| Spire Wealth Management | 84.00 | $3.6k | 0% | Sep 2024 |
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| Principal Securities | 53.00 | $2.2k | 0% | Sep 2024 |
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| Efficient Wealth Management | 36.00 | $1.0k | -58% | Sep 2024 |
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| CBIZ Investment Advisory Services | 23.00 | $972.000700 | 5% | Sep 2024 |
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Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Sound View Wealth Advisors Group | Jun 2024 | 7.2k | $284k |
| Jane Street | Jun 2024 | 5.9k | $234k |
| Putnam Fl Investment Management | Jun 2024 | 1.3k | $50k |