Who owns ISHARES TR?
- Ticker: XJR
- CUSIP Number: 46436e544
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 |
|---|---|---|---|---|---|
| Colony | 89k | $3.8M | 3% | Sep 2025 |
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| Bailard | 71k | $3.0M | 5% | Sep 2025 |
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| Franklin Resources | 56k | $2.4M | 0% | Sep 2025 |
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| LPL Financial | 55k | $2.4M | 67% | Sep 2025 |
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| Highland Financial Advisors | 45k | $1.9M | 18% | Sep 2025 |
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| Better Money Decisions | 35k | $1.4M | 4% | Jun 2025 |
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| Biltmore Family Office | 32k | $1.4M | 0% | Sep 2025 |
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| JNBA Financial Advisors | 26k | $1.1M | -2% | Sep 2025 |
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| Goss Wealth Management | 20k | $857k | 10% | Sep 2025 |
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| SageView Advisory Group | 17k | $714k | 7% | Sep 2025 |
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| Raymond James Financial | 16k | $698k | -7% | Sep 2025 |
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| Atlantic Private Wealth | 16k | $686k | 0% | Sep 2025 |
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| Magnus Financial Group | 15k | $657k | 0% | Sep 2025 |
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| Beta Wealth | 15k | $635k | -3% | Sep 2025 |
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| Jane Street | 14k | $595k | 126% | Sep 2025 |
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| HPM Partners | 14k | $575k | 0% | Sep 2025 |
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| D.A. Davidson & Co. | 13k | $538k | 6% | Sep 2025 |
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| Cambridge Financial Group | 12k | $518k | 100% | Sep 2025 |
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| Pathway Financial Advisors | 12k | $505k | 0% | Sep 2025 |
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| Goldman Sachs Group | 11k | $484k | 0% | Sep 2025 |
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| Mariner Wealth Advisors | 11k | $484k | -19% | Sep 2025 |
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| Headinvest | 11k | $461k | 3% | Sep 2025 |
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| Asset Dedication | 11k | $458k | 0% | Sep 2025 |
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| Eley Financial Management | 10k | $445k | 8% | Sep 2025 |
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| Cetera Investment Advisers | 10k | $441k | -23% | Sep 2025 |
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| Lido Advisors | 9.3k | $395k | -10% | Sep 2025 |
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| Gould Asset Management | 8.7k | $370k | 1% | Sep 2025 |
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| Private Advisor | 8.0k | $342k | 1% | Sep 2025 |
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| Mission Wealth Management | 8.0k | $339k | -1% | Sep 2025 |
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| Sprinkle Financial Consultants | 7.9k | $334k | 0% | Sep 2025 |
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| Tarbox | 7.5k | $321k | 0% | Sep 2025 |
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| Armbruster Capital Management | 7.4k | $313k | 10% | Sep 2025 |
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| Valeo Financial Advisors | 7.3k | $309k | 0% | Sep 2025 |
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| Balanced Rock Investment Advisors | 7.1k | $302k | -2% | Sep 2025 |
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| Birchbrook | 7.0k | $297k | -6% | Sep 2025 |
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| Creative Planning | 6.9k | $295k | 0% | Sep 2025 |
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| Archer Investment Management | 6.8k | $291k | -19% | Sep 2025 |
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| Robertson Stephens Wealth Management | 6.8k | $289k | -3% | Sep 2025 |
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| Savant Capital Management | 6.7k | $287k | 100% | Sep 2025 |
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| Heck Capital Advisors | 6.5k | $275k | 0% | Sep 2025 |
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| MAI Wealth Advisors | 6.4k | $274k | -1% | Sep 2025 |
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| Mml Investors Services | 6.3k | $268k | -15% | Sep 2025 |
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| PFG Investments | 6.2k | $265k | 0% | Sep 2025 |
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| Envestnet Asset Management | 5.7k | $241k | -10% | Sep 2025 |
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| Advisor Group Holdings | 5.5k | $235k | -6% | Sep 2025 |
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| Bradley, Foster & Sargent | 5.3k | $226k | 0% | Sep 2025 |
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| Parkworth Wealth Management | 5.3k | $210k | 0% | Jun 2025 |
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| Stratos Wealth Partners | 5.3k | $225k | 0% | Sep 2025 |
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| Commonwealth Equity Services | 4.9k | $211k | -7% | Sep 2025 |
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| Rockefeller Capital Management | 3.9k | $164k | 100% | Sep 2025 |
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| Steward Partners Investment Advisory | 3.0k | $128k | 50% | Sep 2025 |
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| Global Retirement Partners | 2.9k | $122k | 0% | Sep 2025 |
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| William Blair $ Company | 2.4k | $101k | 0% | Sep 2025 |
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| MCF Advisors | 2.3k | $97k | 0% | Sep 2025 |
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| Milestone Investment Advisors | 2.2k | $92k | 0% | Sep 2025 |
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| Cherry Tree Wealth Management | 1.8k | $75k | -17% | Sep 2025 |
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| Armor Investment Advisors | 1.3k | $54k | -34% | Sep 2025 |
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| UMA Financial Services | 1.0k | $43k | 0% | Sep 2025 |
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| Smithfield Trust Company | 1.0k | $43k | 0% | Sep 2025 |
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| Ritter Daniher Financial Advisory LLC / DE | 837.00 | $36k | -21% | Sep 2025 |
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| Ronald Blue Trust | 655.00 | $28k | 0% | Sep 2025 |
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| Key FInancial | 610.00 | $26k | 0% | Sep 2025 |
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| GHP Investment Advisors | 549.00 | $23k | 0% | Sep 2025 |
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| Hanson & Doremus Investment Management | 494.00 | $21k | 5% | Sep 2025 |
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| CWM | 490.00 | $21k | 0% | Sep 2025 |
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| Principal Securities | 460.00 | $20k | -9% | Sep 2025 |
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| Dunhill Financial | 413.00 | $18k | -31% | Sep 2025 |
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| Tortoise Investment Management | 400.00 | $17k | 0% | Sep 2025 |
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| McIlrath & Eck | 352.00 | $15k | 100% | Sep 2025 |
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| Morgan Stanley | 294.00 | $12k | 100% | Jun 2025 |
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| Addison Advisors | 245.00 | $10k | 0% | Sep 2025 |
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| GPS Wealth Strategies Group | 208.00 | $8.9k | 39% | Sep 2025 |
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| 1 North Wealth Services | 190.00 | $8.1k | 0% | Sep 2025 |
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| Whittier Trust | 144.00 | $6.2k | 0% | Sep 2025 |
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| Triumph Capital Management | 123.00 | $5.2k | 100% | Sep 2025 |
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| FMR | 94.00 | $4.0k | 3% | Sep 2025 |
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| Covestor | 90.00 | $4.0k | -2% | Sep 2025 |
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| Royal Bank of Canada | 86.00 | $4.0k | 0% | Sep 2025 |
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| Spire Wealth Management | 39.00 | $1.7k | 0% | Sep 2025 |
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| Millstone Evans Group | 23.00 | $978.999600 | 100% | Sep 2025 |
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| UBS Group | 2.00 | $85.000000 | -100% | Sep 2025 |
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Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Thrivent Financial for Lutherans | Jun 2025 | 57k | $2.3M |
| West Coast Financial | Mar 2025 | 13k | $491k |
| Veracity Capital | Jun 2025 | 6.8k | $269k |
| Optas | Jun 2025 | 6.6k | $260k |
| NorthRock Partners | Mar 2025 | 3.9k | $146k |
| Wood Tarver Financial Group | Jun 2025 | 2.3k | $89k |
| Harbour Investments | Jun 2025 | 538.00 | $21k |
| SRS Capital Advisors | Jun 2025 | 257.00 | $10k |