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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Who bought or sold ISHARES TR this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Bailard | 55k | $2.3M | 21% | Sep 2024 |
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Franklin Resources | 53k | $2.2M | 0% | Sep 2024 |
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Merriman Wealth Management | 52k | $2.2M | 41% | Sep 2024 |
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Balanced Rock Investment Advisors | 38k | $1.4M | 3% | Jun 2024 |
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Cambridge Investment Research Advisors | 33k | $1.4M | -3% | Sep 2024 |
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Better Money Decisions | 29k | $1.2M | 1% | Sep 2024 |
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LPL Financial | 27k | $1.1M | 17% | Sep 2024 |
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JNBA Financial Advisors | 23k | $955k | 9% | Sep 2024 |
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Cetera Investment Advisers | 18k | $665k | 8% | Jun 2024 |
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Honkamp Krueger Financial Services | 18k | $664k | 0% | Jun 2024 |
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Atlantic Private Wealth | 17k | $715k | 7% | Sep 2024 |
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Biltmore Family Office | 16k | $666k | 0% | Sep 2024 |
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Mariner Wealth Advisors | 14k | $589k | 100% | Sep 2024 |
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Pamela Horwath | 14k | $569k | 100% | Sep 2024 |
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Mml Investors Services | 13k | $552k | 4% | Sep 2024 |
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Magnus Financial Group | 13k | $528k | 29% | Sep 2024 |
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Raymond James & Associates | 11k | $478k | 0% | Sep 2024 |
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D.A. Davidson & Co. | 11k | $432k | 2% | Jun 2024 |
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Goldman Sachs Group | 11k | $431k | -5% | Jun 2024 |
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Envestnet Asset Management | 11k | $444k | 5% | Sep 2024 |
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Retirement Capital Strategies | 11k | $440k | 100% | Sep 2024 |
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Asset Dedication | 11k | $438k | 0% | Sep 2024 |
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Gould Asset Management | 8.5k | $355k | -1% | Sep 2024 |
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Commonwealth Equity Services | 8.0k | $334k | -2% | Sep 2024 |
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Pathway Financial Advisors | 7.5k | $314k | 100% | Sep 2024 |
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Eley Financial Management | 7.3k | $307k | 20% | Sep 2024 |
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Sprinkle Financial Consultants | 7.2k | $302k | 1% | Sep 2024 |
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Susquehanna International | 7.0k | $291k | -72% | Sep 2024 |
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Valeo Financial Advisors | 6.8k | $283k | 100% | Sep 2024 |
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Veracity Capital | 6.7k | $282k | 0% | Sep 2024 |
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Private Advisor | 6.6k | $278k | 100% | Sep 2024 |
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Armbruster Capital Management | 6.2k | $258k | -13% | Sep 2024 |
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Tarbox | 5.9k | $225k | 12% | Jun 2024 |
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Optas | 5.7k | $236k | 3% | Sep 2024 |
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Napatree Capital | 5.2k | $217k | 100% | Sep 2024 |
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Global Retirement Partners | 2.8k | $118k | 17581% | Sep 2024 |
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Steward Partners Investment Advisory | 2.7k | $102k | 0% | Jun 2024 |
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Goss Wealth Management | 2.4k | $92k | 3% | Jun 2024 |
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William Blair $ Company | 2.4k | $100k | 0% | Sep 2024 |
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MCF Advisors | 2.3k | $95k | 0% | Sep 2024 |
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Milestone Investment Advisors | 2.2k | $91k | 0% | Sep 2024 |
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Cherry Tree Wealth Management | 2.1k | $89k | 0% | Sep 2024 |
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Armor Investment Advisors | 1.8k | $76k | 2% | Sep 2024 |
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Principal Securities | 1.6k | $67k | -14% | Sep 2024 |
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Advisor Group Holdings | 1.6k | $66k | -9% | Sep 2024 |
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Voisard Asset Management Group | 1.3k | $53k | 2% | Sep 2024 |
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Bank of America Corporation | 1.2k | $49k | -11% | Sep 2024 |
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Smithfield Trust Company | 1.0k | $44k | 0% | Sep 2024 |
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Harbour Investments | 604.00 | $25k | 0% | Sep 2024 |
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Addison Advisors | 600.00 | $25k | 0% | Sep 2024 |
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Ronald Blue Trust | 597.00 | $23k | 0% | Sep 2024 |
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GHP Investment Advisors | 539.00 | $23k | 1% | Sep 2024 |
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CWM | 481.00 | $20k | 0% | Sep 2024 |
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Hanson & Doremus Investment Management | 471.00 | $20k | 0% | Sep 2024 |
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Wells Financial Advisors | 400.00 | $17k | -17% | Sep 2024 |
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Compass Wealth Management | 300.00 | $13k | 0% | Sep 2024 |
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Householder Group Estate & Retirement Specialist | 150.00 | $6.0k | 0% | Sep 2024 |
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Jpmorgan Chase & Co | 130.00 | $5.4k | -84% | Sep 2024 |
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Royal Bank of Canada | 86.00 | $4.0k | 0% | Sep 2024 |
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Spire Wealth Management | 39.00 | $1.6k | 0% | Sep 2024 |
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Covestor | 28.00 | $1.0k | -58% | Sep 2024 |
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Who sold out of Ishares Tr?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Jane Street | Jun 2024 | 32k | $1.2M |
Citadel Advisors | Jun 2024 | 27k | $1.0M |
Northwestern Mutual Wealth Management Company | Jun 2024 | 925.00 | $35k |
Putnam Fl Investment Management | Jun 2024 | 750.00 | $28k |