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 |
|---|---|---|---|---|---|
| Raymond James & Associates | 333k | $14M | 7% | Mar 2024 |
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| Raymond James Financial Services Advisors | 246k | $10M | 319% | Mar 2024 |
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| Bailard | 195k | $7.4M | -1% | Dec 2023 |
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| Eastern Bank | 130k | $4.9M | 2% | Dec 2023 |
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| Shira Ridge Wealth Management | 128k | $5.2M | -3% | Mar 2024 |
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| Franklin Resources | 80k | $3.0M | 69% | Dec 2023 |
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| Mariner Wealth Advisors | 71k | $2.7M | 39% | Dec 2023 |
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| Commonwealth Equity Services | 55k | $2.1M | 95% | Dec 2023 |
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| Wrapmanager | 53k | $2.0M | 100% | Dec 2023 |
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| JNBA Financial Advisors | 51k | $1.9M | 5% | Dec 2023 |
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| RVW Wealth | 48k | $2.0M | -26% | Mar 2024 |
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| Bank of America Corporation | 44k | $1.7M | 15% | Dec 2023 |
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| Cary Street Partner Investment Advisory | 43k | $1.6M | 25% | Dec 2023 |
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| Advisor Group Holdings | 42k | $1.6M | -26% | Dec 2023 |
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| Dohj | 41k | $1.7M | 33% | Mar 2024 |
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| Citadel Advisors | 41k | $1.5M | -9% | Dec 2023 |
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| Advisory Services Network | 40k | $1.5M | 1% | Dec 2023 |
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| HighTower Advisors | 33k | $1.3M | 1% | Dec 2023 |
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| Gould Asset Management | 32k | $1.2M | 13% | Dec 2023 |
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| Goldman Sachs Group | 31k | $1.2M | 0% | Dec 2023 |
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| Baystate Wealth Management | 29k | $1.1M | 100% | Dec 2023 |
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| Cambridge Investment Research Advisors | 28k | $1.2M | 2% | Mar 2024 |
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| Coldstream Capital Management | 22k | $826k | 29% | Dec 2023 |
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| Fortis Capital Management | 21k | $794k | 2% | Dec 2023 |
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| Sage Financial | 21k | $786k | 19% | Dec 2023 |
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| Whittier Trust | 20k | $761k | 14% | Dec 2023 |
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| Colony | 20k | $757k | 100% | Dec 2023 |
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| Affiance Financial | 20k | $813k | -47% | Mar 2024 |
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| Opes Wealth Management | 18k | $684k | 40% | Dec 2023 |
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| Congress Wealth Management LLC / DE / | 18k | $733k | 0% | Mar 2024 |
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| McKinley Carter Wealth Services | 17k | $635k | -1% | Dec 2023 |
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| Atlantic Private Wealth | 16k | $618k | 0% | Dec 2023 |
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| D.A. Davidson & Co. | 16k | $602k | 64% | Dec 2023 |
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| One Capital Management | 15k | $560k | 3% | Dec 2023 |
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| Better Money Decisions | 15k | $555k | 65% | Dec 2023 |
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| First United Bank & Trust | 13k | $478k | 57% | Dec 2023 |
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| Optas | 12k | $507k | 38% | Mar 2024 |
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| Captrust Financial Advisors | 12k | $455k | 0% | Dec 2023 |
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| Stratos Wealth Partners | 12k | $486k | 30% | Mar 2024 |
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| Topel & Distasi Wealth Management | 12k | $436k | -1% | Dec 2023 |
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| Hilltop Wealth Advisors | 12k | $471k | -29% | Mar 2024 |
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| Royal Bank of Canada | 11k | $429k | -62% | Dec 2023 |
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| Mercer Global Advisors | 11k | $415k | 68% | Dec 2023 |
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| Mascoma Wealth Management | 10k | $393k | -29% | Dec 2023 |
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| Creative Planning | 10k | $389k | 132% | Dec 2023 |
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| Carr Financial Group Corp | 10k | $411k | 100% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 8.7k | $355k | -1% | Mar 2024 |
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| Armbruster Capital Management | 8.5k | $322k | 9% | Dec 2023 |
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| Baird Financial | 8.5k | $320k | 100% | Dec 2023 |
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| Napatree Capital | 8.4k | $316k | 100% | Dec 2023 |
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| Regatta Capital Group | 7.9k | $326k | -14% | Mar 2024 |
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| Sound View Wealth Advisors Group | 7.8k | $295k | 1% | Dec 2023 |
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| Branch Banking & Trust Company | 7.7k | $291k | 12% | Dec 2023 |
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| Tarbox | 6.6k | $270k | 5% | Mar 2024 |
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| MAI Wealth Advisors | 6.1k | $231k | 100% | Dec 2023 |
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| Pathway Financial Advisors | 6.0k | $248k | 100% | Mar 2024 |
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| Davenport & Co | 5.9k | $224k | 0% | Dec 2023 |
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| Chicago Partners Investment | 5.9k | $231k | 8% | Mar 2024 |
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| Alesco Advisors | 5.7k | $214k | 100% | Dec 2023 |
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| Financial Council Asset Management | 5.6k | $211k | 100% | Dec 2023 |
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| Armor Investment Advisors | 3.7k | $154k | 1% | Mar 2024 |
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| Stephens Consulting | 2.8k | $115k | 100% | Mar 2024 |
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| Jpmorgan Chase & Co | 2.6k | $99k | 525% | Dec 2023 |
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| Voisard Asset Management Group | 2.5k | $104k | 3% | Mar 2024 |
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| Harbour Investments | 2.2k | $83k | 0% | Dec 2023 |
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| Us Bancorp | 1.8k | $69k | 0% | Dec 2023 |
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| Deutsche Bank Aktiengesellschaft | 1.7k | $65k | 393% | Dec 2023 |
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| Smartleaf Asset Management | 1.4k | $55k | 100% | Dec 2023 |
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| Armstrong Advisory Group | 1.3k | $49k | 0% | Mar 2024 |
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| Global Retirement Partners | 1.2k | $49k | 0% | Mar 2024 |
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| Smithfield Trust Company | 1.1k | $42k | 0% | Dec 2023 |
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| McIlrath & Eck | 1.1k | $41k | 0% | Dec 2023 |
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| CWM | 1.1k | $44k | 0% | Mar 2024 |
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| Bartlett & Co. | 850.00 | $32k | 0% | Dec 2023 |
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| Bartlett & Co. Wealth Management | 850.00 | $33k | 0% | Dec 2023 |
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| Steward Partners Investment Advisory | 782.00 | $30k | 100% | Dec 2023 |
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| Caldwell Sutter Capital | 720.00 | $30k | 150% | Mar 2024 |
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| Whittier Trust Co. of Nevada | 710.00 | $27k | 0% | Dec 2023 |
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| GHP Investment Advisors | 667.00 | $27k | 0% | Mar 2024 |
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| Woodmont Investment Counsel | 464.00 | $19k | 100% | Mar 2024 |
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| Larson Financial Group | 386.00 | $15k | 0% | Dec 2023 |
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| Benjamin F. Edwards & Company | 258.00 | $10k | 0% | Dec 2023 |
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| Pin Oak Investment Advisors | 94.00 | $4.0k | 0% | Dec 2023 |
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| Spire Wealth Management | 84.00 | $3.5k | 40% | Mar 2024 |
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| Principal Securities | 51.00 | $1.9k | 100% | Dec 2023 |
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Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Koss-Olinger Consulting | Sep 2023 | 101k | $3.4M |
| Jane Street | Sep 2023 | 46k | $1.5M |
| GenWealth Group | Dec 2023 | 19k | $700k |
| UBS Group | Sep 2023 | 1.8k | $59k |