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 |
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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 |