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
Download as csv
Download as Excel
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 |
|---|---|---|---|---|---|
| Raymond James Financial | 548k | $24M | 3% | Sep 2025 |
|
| Eastern Bank | 314k | $14M | -2% | Sep 2025 |
|
| Mariner Wealth Advisors | 305k | $13M | 6% | Sep 2025 |
|
| Putnam Fl Investment Management | 258k | $11M | 100% | Sep 2025 |
|
| LPL Financial | 253k | $11M | 18% | Sep 2025 |
|
| Bailard | 211k | $9.3M | -1% | Sep 2025 |
|
| Miracle Mile Advisors | 157k | $6.9M | 15% | Sep 2025 |
|
| Shira Ridge Wealth Management | 137k | $6.0M | -3% | Sep 2025 |
|
| Koss-Olinger Consulting | 135k | $5.6M | 0% | Sep 2025 |
|
| Litman Gregory Asset Management | 134k | $5.9M | -2% | Sep 2025 |
|
| Franklin Resources | 96k | $4.2M | 0% | Sep 2025 |
|
| JNBA Financial Advisors | 82k | $3.6M | 1% | Sep 2025 |
|
| Advisory Services Network | 81k | $3.6M | 3% | Sep 2025 |
|
| Cary Street Partners Financial | 75k | $3.3M | 0% | Sep 2025 |
|
| Pensionmark Financial Group | 63k | $2.7M | -8% | Sep 2025 |
|
| Francis Financial | 50k | $2.2M | -11% | Sep 2025 |
|
| Advisor Group Holdings | 45k | $2.0M | 20% | Sep 2025 |
|
| Hilltop Wealth Advisors | 44k | $1.9M | -1% | Sep 2025 |
|
| Commonwealth Equity Services | 41k | $1.8M | -36% | Sep 2025 |
|
| Cetera Investment Advisers | 41k | $1.8M | -6% | Sep 2025 |
|
| Opes Wealth Management | 38k | $1.7M | -3% | Sep 2025 |
|
| RTD Financial Advisors | 33k | $1.5M | 8% | Sep 2025 |
|
| Gould Asset Management | 32k | $1.4M | 0% | Sep 2025 |
|
| Balanced Rock Investment Advisors | 31k | $1.4M | 1% | Sep 2025 |
|
| Biltmore Family Office | 31k | $1.4M | 0% | Sep 2025 |
|
| Affiance Financial | 31k | $1.4M | -1% | Sep 2025 |
|
| Goldman Sachs Group | 31k | $1.4M | 0% | Sep 2025 |
|
| Sage Financial | 30k | $1.3M | 1% | Sep 2025 |
|
| Steward Partners Investment Advisory | 30k | $1.3M | -2% | Sep 2025 |
|
| Harbour Investments | 29k | $1.2M | 6% | Sep 2025 |
|
| Envestnet Asset Management | 28k | $1.2M | -2% | Sep 2025 |
|
| HighTower Advisors | 28k | $1.2M | -4% | Sep 2025 |
|
| Trilogy Capital | 28k | $1.2M | 0% | Sep 2025 |
|
| CI Private Wealth | 27k | $1.2M | 19% | Sep 2025 |
|
| Coldstream Capital Management | 25k | $1.1M | 2% | Sep 2025 |
|
| SageView Advisory Group | 25k | $1.1M | 7% | Sep 2025 |
|
| Cambridge Investment Research Advisors | 25k | $1.1M | -17% | Sep 2025 |
|
| Values Added Financial | 24k | $1.0M | 68% | Sep 2025 |
|
| D.A. Davidson & Co. | 23k | $1.0M | 11% | Sep 2025 |
|
| Private Advisor | 23k | $1.0M | -22% | Sep 2025 |
|
| McKinley Carter Wealth Services | 23k | $993k | -1% | Sep 2025 |
|
| Royal Bank of Canada | 22k | $981k | 6% | Sep 2025 |
|
| Northwestern Mutual Wealth Management Company | 22k | $973k | 5% | Sep 2025 |
|
| Better Money Decisions | 22k | $902k | 4% | Jun 2025 |
|
| Robertson Stephens Wealth Management | 21k | $936k | 3% | Sep 2025 |
|
| MainStreet Investment Advisors | 21k | $914k | 1% | Sep 2025 |
|
| Massmutual Trust | 21k | $904k | 1% | Sep 2025 |
|
| Caliber Wealth Management, Llc / Ks | 20k | $894k | 0% | Sep 2025 |
|
| Branch Banking & Trust Company | 20k | $894k | 105% | Sep 2025 |
|
| Whittier Trust | 20k | $896k | 0% | Sep 2025 |
|
| Colony | 20k | $853k | 9% | Sep 2025 |
|
| Eley Financial Management | 20k | $857k | 0% | Sep 2025 |
|
| Topel & Distasi Wealth Management | 19k | $835k | 0% | Sep 2025 |
|
| Aptus Capital Advisors | 19k | $818k | 0% | Sep 2025 |
|
| Birchbrook | 19k | $817k | -5% | Sep 2025 |
|
| Wealth Advisory Team | 17k | $706k | 100% | Jun 2025 |
|
| Wealth Enhancement Advisory Services | 16k | $708k | 3% | Sep 2025 |
|
| NorthRock Partners | 16k | $665k | 3% | Jun 2025 |
|
| Atlantic Private Wealth | 16k | $678k | 0% | Sep 2025 |
|
| Congress Wealth Management LLC / DE / | 15k | $626k | 17% | Jun 2025 |
|
| Stratos Wealth Partners | 15k | $643k | 1% | Sep 2025 |
|
| Portland Global Advisors | 14k | $629k | 0% | Sep 2025 |
|
| Beta Wealth | 14k | $620k | -2% | Sep 2025 |
|
| RVW Wealth | 14k | $601k | 0% | Sep 2025 |
|
| Integrated Wealth Concepts | 14k | $592k | 19% | Sep 2025 |
|
| Baird Financial | 13k | $590k | -3% | Sep 2025 |
|
| Creative Planning | 13k | $552k | 0% | Sep 2025 |
|
| Magnus Financial Group | 12k | $545k | 0% | Sep 2025 |
|
| Stordahl Capital Management | 12k | $520k | 1% | Sep 2025 |
|
| BLB^B Advisors | 12k | $510k | -2% | Sep 2025 |
|
| Davenport & Co | 11k | $486k | 0% | Sep 2025 |
|
| Capital Analysts | 11k | $464k | -1% | Sep 2025 |
|
| Pathway Financial Advisors | 11k | $463k | 0% | Sep 2025 |
|
| Christopher Weil & Company | 10k | $454k | 12% | Sep 2025 |
|
| Good Life Advisors | 10k | $417k | 3% | Jun 2025 |
|
| Bradley, Foster & Sargent | 9.0k | $394k | 0% | Sep 2025 |
|
| Susquehanna International | 9.0k | $393k | -35% | Sep 2025 |
|
| Chicago Partners Investment | 8.6k | $381k | 3% | Sep 2025 |
|
| Novare Capital Management | 8.5k | $374k | -2% | Sep 2025 |
|
| Joel Adams & Associates | 8.5k | $372k | 0% | Sep 2025 |
|
| Tarbox | 8.3k | $365k | 0% | Sep 2025 |
|
| Armbruster Capital Management | 8.2k | $359k | 0% | Sep 2025 |
|
| Amara Financial | 7.9k | $344k | -4% | Sep 2025 |
|
| Alesco Advisors | 7.7k | $340k | 0% | Sep 2025 |
|
| PFG Investments | 7.7k | $336k | 0% | Sep 2025 |
|
| MAI Wealth Advisors | 7.4k | $327k | 3% | Sep 2025 |
|
| Cantor Fitzgerald Investment Adviser | 6.9k | $303k | 0% | Sep 2025 |
|
| Optas | 6.8k | $298k | -53% | Sep 2025 |
|
| First National Corp | 6.7k | $294k | 3% | Sep 2025 |
|
| First United Bank & Trust | 6.7k | $293k | 13% | Sep 2025 |
|
| Impact Investors | 6.7k | $293k | -2% | Sep 2025 |
|
| Mml Investors Services | 6.4k | $279k | 5% | Sep 2025 |
|
| Asset Dedication | 6.0k | $263k | 63% | Sep 2025 |
|
| Lodestar Private Asset Management | 5.8k | $255k | 100% | Sep 2025 |
|
| Fortress Financial Solutions | 5.7k | $250k | -8% | Sep 2025 |
|
| Cape Ann Savings Bank | 5.5k | $242k | -9% | Sep 2025 |
|
| Sound Stewardship | 5.5k | $241k | 4% | Sep 2025 |
|
| Sax Wealth Advisors | 5.5k | $241k | -13% | Sep 2025 |
|
| Financial Council Asset Management | 5.3k | $233k | 0% | Sep 2025 |
|
| Charter Oak Capital Management | 5.2k | $230k | 100% | Sep 2025 |
|
| Rogco | 4.9k | $216k | 0% | Sep 2025 |
|
| Signature Estate and Investment Advisors | 4.8k | $211k | -6% | Sep 2025 |
|
| Freedom Financial Partners | 4.7k | $205k | 100% | Sep 2025 |
|
| TPG Financial Advisors | 4.6k | $202k | 100% | Sep 2025 |
|
| Synovus Financial Corp. | 4.6k | $202k | 100% | Sep 2025 |
|
| Mascoma Wealth Management | 3.4k | $147k | 68% | Sep 2025 |
|
| Hills Bank And Trust Company | 3.3k | $143k | 100% | Sep 2025 |
|
| Global Retirement Partners | 3.1k | $138k | -30% | Sep 2025 |
|
| McIlrath & Eck | 3.1k | $136k | 187% | Sep 2025 |
|
| Joel R Mogy Investment Counsel | 3.0k | $132k | 0% | Sep 2025 |
|
| Arcadia Investment Advisors | 2.8k | $125k | 1% | Sep 2025 |
|
| Stephens Consulting | 2.8k | $124k | -9% | Sep 2025 |
|
| Parkworth Wealth Management | 2.6k | $108k | 0% | Jun 2025 |
|
| Larson Financial Group | 2.5k | $112k | 0% | Sep 2025 |
|
| Morgan Stanley | 2.0k | $81k | 100% | Jun 2025 |
|
| Hanson & Doremus Investment Management | 1.9k | $84k | 71% | Sep 2025 |
|
| Rockefeller Capital Management | 1.8k | $79k | 100% | Sep 2025 |
|
| CWM | 1.8k | $77k | 0% | Sep 2025 |
|
| Armor Investment Advisors | 1.4k | $60k | -38% | Sep 2025 |
|
| Nemes Rush Group | 1.3k | $57k | 0% | Sep 2025 |
|
| Ritter Daniher Financial Advisory LLC / DE | 1.2k | $52k | -25% | Sep 2025 |
|
| Armstrong Advisory Group | 1.2k | $51k | -1% | Sep 2025 |
|
| Caldwell Sutter Capital | 991.00 | $44k | 0% | Sep 2025 |
|
| FMR | 973.00 | $43k | 13% | Sep 2025 |
|
| Valley National Advisers | 971.00 | $42k | 0% | Sep 2025 |
|
| Bartlett & Co. Wealth Management | 965.00 | $42k | 0% | Sep 2025 |
|
| Us Bancorp | 867.00 | $38k | 0% | Sep 2025 |
|
| Smithfield Trust Company | 857.00 | $37k | 0% | Sep 2025 |
|
| Harbor Asset Planning | 825.00 | $36k | 100% | Sep 2025 |
|
| Wells Financial Advisors | 800.00 | $35k | 0% | Sep 2025 |
|
| WFA of San Diego | 791.00 | $33k | 100% | Jun 2025 |
|
| Deutsche Bank Aktiengesellschaft | 775.00 | $34k | -34% | Sep 2025 |
|
| Fort Vancouver Investment Management | 773.00 | $34k | 0% | Sep 2025 |
|
| Whittier Trust Co. of Nevada | 710.00 | $31k | 0% | Sep 2025 |
|
| Addison Advisors | 700.00 | $31k | 0% | Sep 2025 |
|
| GHP Investment Advisors | 680.00 | $30k | 0% | Sep 2025 |
|
| Key FInancial | 330.00 | $15k | 0% | Sep 2025 |
|
| Jpmorgan Chase & Co | 303.00 | $13k | 87% | Sep 2025 |
|
| 1 North Wealth Services | 245.00 | $11k | 0% | Sep 2025 |
|
| Redwood Park Advisors | 210.00 | $9.2k | 0% | Sep 2025 |
|
| IFP Advisors | 197.00 | $8.6k | -28% | Sep 2025 |
|
| Hanson McClain Advisors | 123.00 | $5.4k | 0% | Sep 2025 |
|
| Triumph Capital Management | 120.00 | $5.3k | 100% | Sep 2025 |
|
| Milestone Investment Advisors | 120.00 | $5.3k | 0% | Sep 2025 |
|
| Front Row Advisors | 100.00 | $4.4k | 100% | Sep 2025 |
|
| Spire Wealth Management | 84.00 | $3.7k | 0% | Sep 2025 |
|
| Millstone Evans Group | 68.00 | $3.0k | 100% | Sep 2025 |
|
| Principal Securities | 64.00 | $2.8k | 0% | Sep 2025 |
|
| Assetmark | 40.00 | $1.8k | 8% | Sep 2025 |
|
| Efficient Wealth Management | 36.00 | $1.0k | 0% | Sep 2025 |
|
Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Thrivent Financial for Lutherans | Jun 2025 | 97k | $4.0M |
| Dohj | Jun 2025 | 86k | $3.2M |
| Citadel Advisors | Jun 2025 | 47k | $1.9M |
| Bessemer | Jun 2025 | 22k | $912k |
| Jane Street | Jun 2025 | 12k | $508k |
| Estate Counselors | Jun 2025 | 7.4k | $307k |
| Crux Wealth Advisors | Jun 2025 | 4.9k | $202k |
| SRS Capital Advisors | Jun 2025 | 2.6k | $110k |
| Wood Tarver Financial Group | Jun 2025 | 2.4k | $101k |
| Berkshire Money Management | Jun 2025 | 1.0k | $42k |
| National Bank Of Canada /fi/ | Jun 2025 | 160.00 | $6.5k |
| Pin Oak Investment Advisors | Jun 2025 | 94.00 | $3.0k |
| Ameritas Advisory Services | Jun 2025 | 80.00 | $3.3k |