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 | 92k | $3.9M | 3% | Dec 2025 |
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| Bailard | 69k | $2.9M | -3% | Dec 2025 |
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| Thrivent Financial for Lutherans | 61k | $2.6M | 100% | Dec 2025 |
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| Franklin Resources | 56k | $2.4M | 0% | Dec 2025 |
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| LPL Financial | 54k | $2.3M | -2% | Dec 2025 |
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| Highland Financial Advisors | 46k | $2.0M | 2% | Dec 2025 |
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| Biltmore Family Office | 32k | $1.4M | 0% | Dec 2025 |
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| JNBA Financial Advisors | 28k | $1.2M | 7% | Dec 2025 |
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| EP Wealth Advisors | 27k | $1.2M | 100% | Dec 2025 |
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| Goss Wealth Management | 20k | $861k | 0% | Dec 2025 |
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| SageView Advisory Group | 18k | $748k | 5% | Dec 2025 |
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| Raymond James Financial | 16k | $698k | -7% | Sep 2025 |
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| Atlantic Private Wealth | 16k | $687k | 0% | Dec 2025 |
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| Magnus Financial Group | 16k | $660k | 0% | Dec 2025 |
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| Beta Wealth | 15k | $634k | 0% | Dec 2025 |
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| HPM Partners | 14k | $575k | 0% | Dec 2025 |
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| D.A. Davidson & Co. | 13k | $566k | 5% | Dec 2025 |
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| Headinvest | 13k | $535k | 16% | Dec 2025 |
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| Pathway Financial Advisors | 12k | $541k | 3% | Dec 2025 |
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| Cambridge Financial Group | 12k | $504k | 0% | Dec 2025 |
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| Goldman Sachs Group | 11k | $485k | 0% | Dec 2025 |
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| Mariner Wealth Advisors | 11k | $484k | 0% | Dec 2025 |
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| Asset Dedication | 11k | $458k | 0% | Dec 2025 |
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| Cetera Investment Advisers | 11k | $453k | 3% | Dec 2025 |
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| Eley Financial Management | 10k | $444k | 0% | Dec 2025 |
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| MAI Wealth Advisors | 10k | $435k | 59% | Dec 2025 |
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| Lido Advisors | 9.6k | $410k | 4% | Dec 2025 |
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| Balanced Rock Investment Advisors | 8.9k | $380k | 26% | Dec 2025 |
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| Gould Asset Management | 8.7k | $370k | 1% | Sep 2025 |
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| Private Advisor | 8.1k | $343k | 0% | Dec 2025 |
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| Sprinkle Financial Consultants | 7.9k | $336k | 0% | Dec 2025 |
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| Mission Wealth Management | 7.8k | $331k | -3% | Dec 2025 |
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| Advisor Group Holdings | 7.4k | $314k | 33% | Dec 2025 |
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| Armbruster Capital Management | 7.4k | $313k | 0% | Dec 2025 |
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| Tarbox | 7.3k | $312k | -3% | Dec 2025 |
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| Valeo Financial Advisors | 7.3k | $310k | 0% | Dec 2025 |
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| Birchbrook | 7.3k | $309k | 4% | Dec 2025 |
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| Creative Planning | 6.9k | $294k | -1% | Dec 2025 |
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| Heck Capital Advisors | 6.8k | $290k | 5% | Dec 2025 |
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| Robertson Stephens Wealth Management | 6.8k | $289k | 0% | Dec 2025 |
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| Savant Capital Management | 6.5k | $276k | -4% | Dec 2025 |
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| Charter Oak Capital Management | 6.5k | $276k | 100% | Dec 2025 |
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| Legacy Edge Advisors | 6.4k | $272k | 100% | Dec 2025 |
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| Mml Investors Services | 6.4k | $271k | 1% | Dec 2025 |
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| PFG Investments | 6.3k | $267k | 0% | Dec 2025 |
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| Archer Investment Management | 6.2k | $264k | -10% | Dec 2025 |
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| NorthRock Partners | 5.4k | $228k | 100% | Dec 2025 |
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| Commonwealth Equity Services | 4.9k | $207k | -2% | Dec 2025 |
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| Brown Advisory Holdings Incorporated | 4.8k | $206k | 100% | Dec 2025 |
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| Rockefeller Capital Management | 3.8k | $163k | -1% | Dec 2025 |
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| Steward Partners Investment Advisory | 3.0k | $128k | 0% | Dec 2025 |
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| William Blair $ Company | 2.4k | $101k | 0% | Sep 2025 |
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| MCF Advisors | 2.3k | $97k | 0% | Dec 2025 |
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| Milestone Investment Advisors | 2.2k | $92k | 0% | Dec 2025 |
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| Global Retirement Partners | 2.0k | $83k | -32% | Dec 2025 |
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| Cherry Tree Wealth Management | 1.8k | $75k | 0% | Dec 2025 |
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| Kestra Advisory Services | 1.4k | $60k | 100% | Dec 2025 |
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| Smithfield Trust Company | 1.1k | $48k | 12% | Dec 2025 |
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| Meramec Financial Planners | 1.0k | $47k | 100% | Dec 2025 |
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| Golden State Wealth Management | 1.0k | $43k | 100% | Dec 2025 |
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| Birchwood Financial Partners | 949.00 | $40k | 100% | Dec 2025 |
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| UMA Financial Services | 929.00 | $40k | -8% | Dec 2025 |
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| Ritter Daniher Financial Advisory LLC / DE | 837.00 | $36k | 0% | Dec 2025 |
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| Highline Wealth Partners | 810.00 | $35k | 100% | Dec 2025 |
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| McIlrath & Eck | 714.00 | $30k | 103% | Dec 2025 |
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| Atlantic Trust | 710.00 | $30k | 100% | Dec 2025 |
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| Ronald Blue Trust | 655.00 | $28k | 0% | Dec 2025 |
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| Key FInancial | 610.00 | $26k | 0% | Dec 2025 |
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| GHP Investment Advisors | 551.00 | $24k | 0% | Dec 2025 |
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| Hanson & Doremus Investment Management | 495.00 | $21k | 0% | Dec 2025 |
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| CWM | 492.00 | $21k | 0% | Dec 2025 |
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| Dunhill Financial | 413.00 | $18k | 0% | Dec 2025 |
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| SRS Capital Advisors | 257.00 | $11k | 100% | Dec 2025 |
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| Addison Advisors | 245.00 | $10k | 0% | Dec 2025 |
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| 1 North Wealth Services | 190.00 | $8.1k | 0% | Dec 2025 |
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| Smartleaf Asset Management | 146.00 | $6.3k | 100% | Dec 2025 |
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| Whittier Trust | 144.00 | $6.4k | 0% | Dec 2025 |
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| Triumph Capital Management | 123.00 | $5.2k | 100% | Dec 2025 |
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| FMR | 94.00 | $4.0k | 3% | Sep 2025 |
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| Covestor | 89.00 | $4.0k | -1% | Dec 2025 |
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| Royal Bank of Canada | 86.00 | $4.0k | 0% | Sep 2025 |
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| UBS Group | 85.00 | $3.6k | 4150% | Dec 2025 |
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| Spire Wealth Management | 39.00 | $1.7k | 0% | Dec 2025 |
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| Millstone Evans Group | 23.00 | $978.999600 | 0% | Dec 2025 |
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Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Sep 2025 | 14k | $595k |
| Envestnet Asset Management | Sep 2025 | 5.7k | $241k |
| Bradley, Foster & Sargent | Sep 2025 | 5.3k | $226k |
| Stratos Wealth Partners | Sep 2025 | 5.3k | $225k |
| Wood Tarver Financial Group | Jun 2025 | 2.3k | $89k |
| Armor Investment Advisors | Sep 2025 | 1.3k | $54k |
| Principal Securities | Sep 2025 | 460.00 | $20k |
| Tortoise Investment Management | Sep 2025 | 400.00 | $17k |
| GPS Wealth Strategies Group | Sep 2025 | 208.00 | $8.9k |