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 |
|---|---|---|---|---|---|
| Bailard | 60k | $2.5M | 9% | Dec 2024 |
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| Franklin Resources | 60k | $2.5M | 12% | Dec 2024 |
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| Merriman Wealth Management | 50k | $2.1M | -3% | Dec 2024 |
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| LPL Financial | 33k | $1.4M | 24% | Dec 2024 |
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| Cambridge Investment Research Advisors | 33k | $1.4M | -1% | Dec 2024 |
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| Biltmore Family Office | 32k | $1.3M | 101% | Dec 2024 |
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| Better Money Decisions | 29k | $1.2M | 2% | Dec 2024 |
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| Balanced Rock Investment Advisors | 27k | $1.1M | -30% | Dec 2024 |
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| JNBA Financial Advisors | 25k | $1.0M | 10% | Dec 2024 |
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| Cetera Investment Advisers | 19k | $777k | 14% | Dec 2024 |
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| Atlantic Private Wealth | 17k | $715k | 7% | Sep 2024 |
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| Raymond James Financial | 16k | $647k | 100% | Dec 2024 |
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| Magnus Financial Group | 15k | $609k | 17% | Dec 2024 |
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| Mariner Wealth Advisors | 14k | $579k | 0% | Dec 2024 |
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| Pamela Horwath | 14k | $559k | 0% | Dec 2024 |
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| West Coast Financial | 13k | $536k | 100% | Dec 2024 |
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| Archer Investment Management | 13k | $516k | 100% | Dec 2024 |
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| D.A. Davidson & Co. | 12k | $507k | -1% | Dec 2024 |
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| Pathway Financial Advisors | 12k | $477k | 54% | Dec 2024 |
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| Raymond James & Associates | 11k | $478k | 0% | Sep 2024 |
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| Goldman Sachs Group | 11k | $468k | 0% | Dec 2024 |
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| Headinvest | 11k | $453k | 100% | Dec 2024 |
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| Mml Investors Services | 11k | $444k | -18% | Dec 2024 |
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| Asset Dedication | 11k | $431k | 0% | Dec 2024 |
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| Envestnet Asset Management | 9.6k | $395k | -10% | Dec 2024 |
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| Keystone Financial Group | 9.5k | $1.1M | 100% | Dec 2024 |
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| Gould Asset Management | 8.4k | $346k | -1% | Dec 2024 |
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| Commonwealth Equity Services | 8.2k | $337k | 2% | Dec 2024 |
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| Eley Financial Management | 7.3k | $307k | 20% | Sep 2024 |
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| Sprinkle Financial Consultants | 7.3k | $301k | 1% | Dec 2024 |
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| Heck Capital Advisors | 7.0k | $287k | 100% | Dec 2024 |
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| Valeo Financial Advisors | 6.8k | $282k | 1% | Dec 2024 |
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| Tarbox | 6.8k | $279k | 14% | Dec 2024 |
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| Veracity Capital | 6.8k | $278k | 0% | Dec 2024 |
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| Private Advisor | 6.7k | $276k | 1% | Dec 2024 |
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| Armbruster Capital Management | 6.0k | $246k | -3% | Dec 2024 |
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| Optas | 6.0k | $245k | 5% | Dec 2024 |
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| PFG Investments | 5.8k | $238k | 4% | Dec 2024 |
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| Stratos Wealth Partners | 5.3k | $220k | 100% | Dec 2024 |
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| Parkworth Wealth Management | 5.3k | $217k | 100% | Dec 2024 |
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| Napatree Capital | 5.2k | $217k | 100% | Sep 2024 |
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| MAI Wealth Advisors | 3.8k | $158k | 100% | Dec 2024 |
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| Bank of America Corporation | 3.3k | $134k | 180% | Dec 2024 |
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| Steward Partners Investment Advisory | 3.2k | $132k | 18% | Dec 2024 |
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| Goss Wealth Management | 2.9k | $121k | 22% | Dec 2024 |
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| Global Retirement Partners | 2.9k | $118k | 1% | Dec 2024 |
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| William Blair $ Company | 2.4k | $98k | 0% | Dec 2024 |
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| MCF Advisors | 2.3k | $94k | 0% | Dec 2024 |
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| Milestone Investment Advisors | 2.2k | $89k | 0% | Dec 2024 |
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| Cherry Tree Wealth Management | 2.1k | $89k | 0% | Sep 2024 |
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| Armor Investment Advisors | 1.9k | $79k | 5% | Dec 2024 |
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| Principal Securities | 1.6k | $66k | 0% | Dec 2024 |
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| Advisor Group Holdings | 1.2k | $51k | -22% | Dec 2024 |
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| UMA Financial Services | 947.00 | $39k | 100% | Dec 2024 |
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| Smithfield Trust Company | 867.00 | $36k | -17% | Dec 2024 |
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| FMR | 611.00 | $25k | 100% | Dec 2024 |
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| Key FInancial | 610.00 | $25k | 100% | Dec 2024 |
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| Harbour Investments | 604.00 | $25k | 0% | Dec 2024 |
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| Addison Advisors | 600.00 | $25k | 0% | Dec 2024 |
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| Ronald Blue Trust | 597.00 | $25k | 0% | Dec 2024 |
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| GHP Investment Advisors | 545.00 | $22k | 1% | Dec 2024 |
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| CWM | 486.00 | $20k | 1% | Dec 2024 |
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| Hanson & Doremus Investment Management | 471.00 | $19k | 0% | Dec 2024 |
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| Wells Financial Advisors | 400.00 | $17k | 0% | Dec 2024 |
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| Compass Wealth Management | 300.00 | $12k | 0% | Dec 2024 |
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| Householder Group Estate & Retirement Specialist | 150.00 | $6.0k | 0% | Dec 2024 |
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| Whittier Trust | 144.00 | $5.9k | 100% | Dec 2024 |
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| Van Hulzen Asset Management | 127.00 | $5.2k | 100% | Dec 2024 |
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| Royal Bank of Canada | 86.00 | $4.0k | 0% | Dec 2024 |
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| Spire Wealth Management | 39.00 | $1.6k | 0% | Dec 2024 |
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| Covestor | 28.00 | $1.0k | -58% | Sep 2024 |
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| Morgan Stanley | 1.00 | $70.000000 | 100% | Dec 2024 |
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Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Retirement Capital Strategies | Sep 2024 | 11k | $440k |
| Susquehanna International | Sep 2024 | 7.0k | $291k |
| Voisard Asset Management Group | Sep 2024 | 1.3k | $53k |
| Jpmorgan Chase & Co | Sep 2024 | 130.00 | $5.4k |