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 | 577k | $26M | 100% | Mar 2026 |
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| Raymond James Financial | 571k | $26M | 4% | Dec 2025 |
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| LPL Financial | 399k | $18M | 0% | Mar 2026 |
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| Mariner Wealth Advisors | 351k | $16M | 4% | Mar 2026 |
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| Eastern Bank | 292k | $13M | -6% | Mar 2026 |
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| Putnam Fl Investment Management | 244k | $11M | -3% | Mar 2026 |
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| Bailard | 217k | $9.9M | 2% | Mar 2026 |
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| Miracle Mile Advisors | 165k | $7.5M | 6% | Mar 2026 |
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| Litman Gregory Asset Management | 136k | $6.1M | 1% | Dec 2025 |
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| Koss-Olinger Consulting | 136k | $6.2M | 1% | Mar 2026 |
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| Harbour Investments | 124k | $5.6M | 10% | Mar 2026 |
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| Keybank National Association | 115k | $5.2M | 100% | Mar 2026 |
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| Franklin Resources | 96k | $4.3M | 0% | Mar 2026 |
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| Advisory Services Network | 87k | $3.9M | 7% | Dec 2025 |
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| JNBA Financial Advisors | 86k | $3.9M | -5% | Mar 2026 |
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| Cary Street Partners Financial | 74k | $3.3M | -2% | Mar 2026 |
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| Pensionmark Financial Group | 62k | $2.8M | 2% | Mar 2026 |
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| Francis Financial | 53k | $2.4M | 1% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 50k | $2.2M | 30% | Mar 2026 |
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| Cetera Investment Advisers | 48k | $2.2M | 5% | Mar 2026 |
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| Hilltop Wealth Advisors | 44k | $2.0M | -1% | Mar 2026 |
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| Advisor Group Holdings | 42k | $1.9M | -6% | Dec 2025 |
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| Creative Planning | 42k | $1.9M | 228% | Mar 2026 |
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| Opes Wealth Management | 39k | $1.7M | 2% | Mar 2026 |
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| Seeds Investor | 36k | $1.7M | 100% | Mar 2026 |
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| Balanced Rock Investment Advisors | 36k | $1.6M | 3% | Mar 2026 |
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| Commonwealth Equity Services | 35k | $1.6M | 5% | Mar 2026 |
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| Royal Bank of Canada | 34k | $1.6M | 54% | Mar 2026 |
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| Gould Asset Management | 34k | $1.5M | 7% | Mar 2026 |
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| Robertson Stephens Wealth Management | 34k | $1.5M | 23% | Mar 2026 |
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| RTD Financial Advisors | 32k | $1.5M | 1% | Mar 2026 |
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| Bank of New York Mellon | 32k | $1.4M | 100% | Mar 2026 |
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| Sage Financial | 32k | $1.4M | 2% | Mar 2026 |
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| Biltmore Family Office | 31k | $1.4M | 0% | Mar 2026 |
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| HighTower Advisors | 31k | $1.4M | 8% | Mar 2026 |
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| Trilogy Capital | 29k | $1.3M | 9% | Mar 2026 |
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| Cambridge Investment Research Advisors | 26k | $1.2M | 0% | Mar 2026 |
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| SageView Advisory Group | 26k | $1.2M | 5% | Dec 2025 |
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| CI Private Wealth | 26k | $1.2M | -3% | Mar 2026 |
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| Susquehanna International | 26k | $1.2M | 189% | Dec 2025 |
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| Steward Partners Investment Advisory | 26k | $1.2M | -2% | Mar 2026 |
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| Affiance Financial | 25k | $1.1M | -20% | Mar 2026 |
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| D.A. Davidson & Co. | 25k | $1.1M | 2% | Mar 2026 |
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| Shira Ridge Wealth Management | 24k | $1.1M | -15% | Mar 2026 |
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| Coldstream Capital Management | 23k | $1.1M | -6% | Mar 2026 |
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| Private Advisor | 22k | $993k | -3% | Mar 2026 |
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| Jane Street | 21k | $971k | 100% | Mar 2026 |
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| Eley Financial Management | 21k | $957k | 4% | Mar 2026 |
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| Massmutual Trust | 21k | $954k | 2% | Mar 2026 |
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| MainStreet Investment Advisors | 21k | $954k | 2% | Mar 2026 |
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| Birchbrook | 21k | $942k | 6% | Mar 2026 |
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| Caliber Wealth Management, Llc / Ks | 20k | $925k | 0% | Mar 2026 |
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| Whittier Trust | 20k | $933k | 0% | Mar 2026 |
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| Envestnet Asset Management | 20k | $919k | 36% | Mar 2026 |
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| EP Wealth Advisors | 20k | $911k | -25% | Mar 2026 |
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| Branch Banking & Trust Company | 20k | $902k | 0% | Mar 2026 |
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| Values Added Financial | 20k | $895k | 6% | Mar 2026 |
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| Aptus Capital Advisors | 19k | $868k | 1% | Mar 2026 |
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| NorthRock Partners | 19k | $863k | 22% | Mar 2026 |
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| We Are One Seven | 18k | $812k | 100% | Dec 2025 |
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| Topel & Distasi Wealth Management | 18k | $806k | -8% | Mar 2026 |
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| Wealth Advisory Team | 17k | $763k | 100% | Dec 2025 |
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| Baird Financial | 16k | $726k | 21% | Dec 2025 |
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| Atlantic Private Wealth | 16k | $718k | 2% | Mar 2026 |
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| Colony | 16k | $698k | -20% | Dec 2025 |
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| Integrated Wealth Concepts | 15k | $668k | 62% | Mar 2026 |
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| Beta Wealth | 14k | $624k | -3% | Mar 2026 |
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| Stratos Wealth Partners | 14k | $623k | 21% | Mar 2026 |
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| RVW Wealth | 14k | $621k | 0% | Mar 2026 |
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| Portland Global Advisors | 14k | $619k | -5% | Mar 2026 |
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| CIBC Bancorp USA | 13k | $491k | 100% | Mar 2026 |
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| Stordahl Capital Management | 13k | $597k | 9% | Mar 2026 |
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| Capital Analysts | 13k | $570k | 15% | Mar 2026 |
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| BLB^B Advisors | 13k | $565k | 4% | Mar 2026 |
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| Magnus Financial Group | 12k | $558k | -2% | Mar 2026 |
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| Davenport & Co | 12k | $526k | 0% | Mar 2026 |
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| Optas | 11k | $515k | 70% | Mar 2026 |
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| Pathway Financial Advisors | 11k | $491k | 0% | Mar 2026 |
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| Christopher Weil & Company | 11k | $477k | 4% | Mar 2026 |
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| McKinley Carter Wealth Services | 10k | $467k | -47% | Mar 2026 |
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| Bartlett & Co. Wealth Management | 9.8k | $476k | 1050% | Mar 2026 |
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| Rockefeller Capital Management | 9.8k | $443k | 439% | Mar 2026 |
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| Armbruster Capital Management | 9.2k | $419k | 13% | Mar 2026 |
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| Hunter Associates | 9.2k | $417k | 0% | Mar 2026 |
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| HPM Partners | 9.1k | $412k | 100% | Mar 2026 |
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| Belpointe Asset Management | 9.0k | $407k | 100% | Mar 2026 |
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| Fortis Capital Advisors | 9.0k | $407k | 100% | Mar 2026 |
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| Chicago Partners Investment | 8.9k | $437k | 3% | Mar 2026 |
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| Bradley, Foster & Sargent | 8.9k | $397k | -1% | Dec 2025 |
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| Westview Management dba Westview Investment Advisors | 8.8k | $401k | 26% | Mar 2026 |
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| Farther Finance Advisors | 8.8k | $404k | 79% | Mar 2026 |
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| McNamara Financial Services | 8.6k | $390k | 81% | Mar 2026 |
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| Tarbox | 8.4k | $382k | 5% | Mar 2026 |
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| B&l Asset Management | 7.8k | $347k | 100% | Dec 2025 |
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| PFG Investments | 7.7k | $350k | 0% | Mar 2026 |
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| Weinberger Asset Management | 7.7k | $347k | 100% | Mar 2026 |
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| Tribridge Partners Financial | 7.6k | $347k | 48% | Mar 2026 |
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| MAI Wealth Advisors | 7.2k | $326k | -4% | Mar 2026 |
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| Cantor Fitzgerald Investment Adviser | 7.0k | $318k | 0% | Mar 2026 |
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| Asset Dedication | 7.0k | $311k | 16% | Dec 2025 |
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| Impact Investors | 6.9k | $312k | 2% | Mar 2026 |
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| CWM | 6.6k | $296k | 277% | Dec 2025 |
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| Fortress Financial Solutions | 6.5k | $296k | 17% | Mar 2026 |
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| Joel Adams & Associates | 6.5k | $293k | -22% | Mar 2026 |
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| Mml Investors Services | 6.3k | $285k | -3% | Mar 2026 |
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| Charter Oak Capital Management | 6.2k | $280k | 2% | Mar 2026 |
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| Cape Ann Savings Bank | 6.1k | $277k | 3% | Mar 2026 |
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| Freedom Financial Partners | 5.8k | $264k | 24% | Mar 2026 |
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| Lodestar Private Asset Management | 5.8k | $263k | 0% | Mar 2026 |
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| Capital Advantage | 5.5k | $251k | 0% | Mar 2026 |
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| Pathfinder Wealth Consulting | 5.5k | $250k | 100% | Mar 2026 |
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| Sax Wealth Advisors | 5.5k | $245k | 0% | Mar 2026 |
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| Marshall & Sterling Wealth Advisors | 5.4k | $245k | 100% | Mar 2026 |
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| TPG Financial Advisors | 5.4k | $243k | 5% | Mar 2026 |
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| Sound Stewardship | 5.2k | $236k | -5% | Mar 2026 |
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| Financial Council Asset Management | 5.2k | $235k | 0% | Mar 2026 |
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| Mutual Advisors | 5.1k | $232k | 100% | Mar 2026 |
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| Ellenbecker Investment Group | 4.9k | $221k | 100% | Mar 2026 |
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| GGM Financials | 4.7k | $214k | 100% | Mar 2026 |
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| Rogco | 4.7k | $214k | -4% | Mar 2026 |
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| Rede Wealth | 4.6k | $209k | -10% | Mar 2026 |
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| Novare Capital Management | 4.5k | $206k | -45% | Mar 2026 |
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| McIlrath & Eck | 4.4k | $199k | 0% | Mar 2026 |
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| Larson Financial Group | 3.8k | $170k | 50% | Dec 2025 |
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| Hills Bank And Trust Company | 3.3k | $148k | -7% | Mar 2026 |
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| Mascoma Wealth Management | 3.2k | $145k | -5% | Mar 2026 |
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| Joel R Mogy Investment Counsel | 3.0k | $136k | 0% | Mar 2026 |
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| First United Bank & Trust | 3.0k | $136k | -1% | Mar 2026 |
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| Clarity Asset Management | 3.0k | $134k | 100% | Mar 2026 |
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| Arcadia Investment Advisors | 2.8k | $129k | 0% | Mar 2026 |
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| Stephens Consulting | 2.8k | $123k | -2% | Dec 2025 |
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| SRS Capital Advisors | 2.6k | $120k | 0% | Mar 2026 |
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| Global Retirement Partners | 2.6k | $115k | -18% | Dec 2025 |
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| Blueline Advisors | 2.1k | $97k | 100% | Mar 2026 |
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| Morgan Stanley | 2.1k | $96k | 100% | Mar 2026 |
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| Armor Investment Advisors | 2.1k | $95k | 0% | Mar 2026 |
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| Nemes Rush Group | 1.9k | $88k | 50% | Mar 2026 |
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| Hanson & Doremus Investment Management | 1.9k | $87k | 0% | Mar 2026 |
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| Medallion Wealth Advisors | 1.8k | $82k | 3% | Mar 2026 |
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| Smithfield Trust Company | 1.5k | $68k | 57% | Mar 2026 |
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| Jennifer Ranahan | 1.3k | $60k | 100% | Mar 2026 |
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| Ritter Daniher Financial Advisory LLC / DE | 1.3k | $60k | 10% | Mar 2026 |
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| Armstrong Advisory Group | 1.1k | $51k | -5% | Mar 2026 |
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| Caldwell Sutter Capital | 991.00 | $45k | 0% | Mar 2026 |
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| Valley National Advisers | 971.00 | $44k | 0% | Mar 2026 |
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| Financial Advisory Service | 894.00 | $40k | 100% | Dec 2025 |
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| Us Bancorp | 867.00 | $39k | 0% | Dec 2025 |
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| FMR | 848.00 | $38k | -13% | Dec 2025 |
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| Harbor Asset Planning | 831.00 | $38k | 0% | Mar 2026 |
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| WFA of San Diego | 791.00 | $36k | 0% | Mar 2026 |
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| Meramec Financial Planners | 548.00 | $27k | -50% | Mar 2026 |
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Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Thrivent Financial for Lutherans | Dec 2025 | 114k | $5.1M |
| Goldman Sachs Group | Dec 2025 | 31k | $1.4M |
| Wealth Enhancement Advisory Services | Dec 2025 | 17k | $810k |
| Amara Financial | Dec 2025 | 8.2k | $364k |
| Alesco Advisors | Dec 2025 | 7.7k | $346k |
| Kestra Advisory Services | Dec 2025 | 4.5k | $202k |
| Wells Financial Advisors | Dec 2025 | 800.00 | $36k |