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 |
|---|---|---|---|---|---|
| Bank of America Corporation | 129k | $6.8M | 100% | Jun 2026 |
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| Keybank National Association | 110k | $5.8M | 14% | Jun 2026 |
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| Bailard | 85k | $4.5M | 9% | Jun 2026 |
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| Colony | 78k | $4.1M | -16% | Jun 2026 |
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| LPL Financial | 75k | $4.0M | 25% | Jun 2026 |
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| Invera Wealth Advisors | 58k | $3.1M | 8% | Jun 2026 |
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| Highland Financial Advisors | 58k | $3.0M | 12% | Jun 2026 |
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| Franklin Resources | 56k | $2.9M | 0% | Jun 2026 |
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| Brown Advisory Holdings Incorporated | 43k | $2.2M | 37% | Jun 2026 |
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| Biltmore Family Office | 32k | $1.7M | 0% | Jun 2026 |
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| Bank of New York Mellon | 29k | $1.5M | 0% | Jun 2026 |
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| Flow Traders US | 26k | $1.4M | 100% | Jun 2026 |
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| Creative Planning | 26k | $1.4M | 2% | Jun 2026 |
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| Susquehanna International | 18k | $946k | 100% | Jun 2026 |
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| SageView Advisory Group | 18k | $926k | 0% | Jun 2026 |
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| JNBA Financial Advisors | 17k | $920k | -35% | Jun 2026 |
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| Atlantic Private Wealth | 17k | $870k | 0% | Jun 2026 |
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| Pathway Financial Advisors | 16k | $848k | 33% | Jun 2026 |
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| Advisory Services Network | 16k | $853k | 8% | Jun 2026 |
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| Quantinno Capital Management | 16k | $835k | 0% | Jun 2026 |
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| Magnus Financial Group | 15k | $784k | -3% | Jun 2026 |
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| MainStreet Investment Advisors | 15k | $775k | -3% | Jun 2026 |
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| Massmutual Trust | 15k | $774k | -3% | Jun 2026 |
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| Beta Wealth | 14k | $755k | 0% | Jun 2026 |
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| EP Wealth Advisors | 13k | $709k | -17% | Jun 2026 |
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| D.A. Davidson & Co. | 13k | $706k | 0% | Jun 2026 |
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| Eley Financial Management | 13k | $696k | -3% | Jun 2026 |
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| Raymond James Financial | 13k | $673k | -13% | Jun 2026 |
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| Headinvest | 13k | $660k | 0% | Jun 2026 |
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| Cambridge Financial Group | 12k | $641k | 0% | Jun 2026 |
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| Lido Advisors | 12k | $615k | 10% | Jun 2026 |
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| Birchbrook | 12k | $613k | -2% | Jun 2026 |
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| Jane Street | 11k | $604k | 100% | Jun 2026 |
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| Goldman Sachs Group | 11k | $600k | 0% | Jun 2026 |
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| Asset Dedication | 11k | $567k | 0% | Jun 2026 |
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| Robertson Stephens Wealth Management | 11k | $555k | 4% | Jun 2026 |
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| Cetera Investment Advisers | 11k | $552k | 5% | Jun 2026 |
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| Tarbox | 10k | $528k | 32% | Jun 2026 |
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| MAI Wealth Advisors | 9.9k | $521k | 0% | Jun 2026 |
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| DeDora Capital | 9.9k | $520k | 4% | Jun 2026 |
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| Gould Asset Management | 9.7k | $509k | 5% | Jun 2026 |
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| Ellenbecker Investment Group | 9.5k | $500k | 100% | Jun 2026 |
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| Private Advisor | 8.3k | $440k | -6% | Jun 2026 |
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| Advisor Group Holdings | 8.2k | $430k | 11% | Jun 2026 |
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| Balanced Rock Investment Advisors | 8.0k | $423k | -12% | Jun 2026 |
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| Sprinkle Financial Consultants | 7.9k | $417k | 0% | Jun 2026 |
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| NorthRock Partners | 7.6k | $402k | 4% | Jun 2026 |
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| Armbruster Capital Management | 7.5k | $398k | 3% | Jun 2026 |
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| Envestnet Asset Management | 7.5k | $395k | 29% | Jun 2026 |
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| Charter Oak Capital Management | 6.9k | $298k | 6% | Mar 2026 |
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| Bartlett & Co. Wealth Management | 6.8k | $361k | 42% | Jun 2026 |
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| Mml Investors Services | 6.8k | $360k | 30% | Jun 2026 |
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| Valeo Financial Advisors | 6.7k | $351k | 0% | Jun 2026 |
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| Heck Capital Advisors | 6.5k | $341k | -2% | Jun 2026 |
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| PFG Investments | 6.5k | $340k | 3% | Jun 2026 |
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| Legacy Edge Advisors | 6.0k | $315k | -5% | Jun 2026 |
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| Mission Wealth Management | 5.7k | $301k | 0% | Jun 2026 |
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| Horizon Wealth Management | 5.6k | $298k | 100% | Jun 2026 |
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| Savant Capital Management | 5.6k | $295k | 0% | Jun 2026 |
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| Commonwealth Equity Services | 5.4k | $284k | 3% | Jun 2026 |
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| Veracity Capital | 4.9k | $258k | 100% | Jun 2026 |
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| Tribridge Partners Financial | 4.4k | $224k | 100% | Jun 2026 |
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| Stratos Wealth Partners | 3.9k | $208k | 100% | Jun 2026 |
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| Rockefeller Capital Management | 3.8k | $202k | 0% | Jun 2026 |
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| Smithfield Trust Company | 3.7k | $195k | 0% | Jun 2026 |
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| Birchwood Financial Partners | 3.0k | $160k | 54% | Jun 2026 |
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| Steward Partners Investment Advisory | 3.0k | $158k | 0% | Jun 2026 |
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| Mercer Global Advisors | 2.9k | $155k | 100% | Jun 2026 |
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| William Blair $ Company | 2.8k | $145k | 0% | Jun 2026 |
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| Cherry Tree Wealth Management | 2.4k | $124k | 33% | Jun 2026 |
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| MCF Advisors | 2.3k | $120k | 0% | Jun 2026 |
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| Milestone Investment Advisors | 2.2k | $115k | 0% | Jun 2026 |
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| GGM Financials | 2.0k | $106k | 100% | Jun 2026 |
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| Global Retirement Partners | 2.0k | $103k | 0% | Jun 2026 |
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| Farther Finance Advisors | 1.5k | $78k | 0% | Jun 2026 |
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| FMR | 1.3k | $71k | 0% | Jun 2026 |
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| Rogco | 1.3k | $71k | 0% | Jun 2026 |
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| Meramec Financial Planners | 1.0k | $52k | 0% | Jun 2026 |
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| Golden State Wealth Management | 1.0k | $53k | 0% | Jun 2026 |
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| Ritter Daniher Financial Advisory LLC / DE | 919.00 | $49k | 0% | Jun 2026 |
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| Oakmont Advisory Group | 882.00 | $47k | 100% | Jun 2026 |
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| Highline Wealth Partners | 810.00 | $43k | 0% | Jun 2026 |
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| McIlrath & Eck | 715.00 | $31k | 0% | Mar 2026 |
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| Medallion Wealth Advisors | 714.00 | $42k | 1% | Jun 2026 |
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| Jennifer Ranahan | 631.00 | $33k | 0% | Jun 2026 |
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| Key FInancial | 610.00 | $32k | 0% | Jun 2026 |
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| GHP Investment Advisors | 553.00 | $29k | 0% | Jun 2026 |
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| CWM | 492.00 | $21k | 0% | Mar 2026 |
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| StrongBox Wealth | 482.00 | $25k | 100% | Jun 2026 |
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| Hanson & Doremus Investment Management | 458.00 | $24k | -7% | Jun 2026 |
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| Dunhill Financial | 413.00 | $22k | 0% | Jun 2026 |
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| SRS Capital Advisors | 407.00 | $22k | 58% | Jun 2026 |
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| Hartland & Co | 386.00 | $20k | 100% | Jun 2026 |
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| Godfrey Financial Associates | 342.00 | $18k | 232% | Jun 2026 |
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| Morgan Stanley | 293.00 | $13k | 0% | Mar 2026 |
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| 1 North Wealth Services | 190.00 | $10k | 0% | Jun 2026 |
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| Smartleaf Asset Management | 146.00 | $7.6k | 0% | Jun 2026 |
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| Whittier Trust | 144.00 | $7.5k | 0% | Jun 2026 |
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| Triumph Capital Management | 123.00 | $5.4k | 0% | Mar 2026 |
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| Covestor | 88.00 | $5.0k | 0% | Jun 2026 |
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| Royal Bank of Canada | 86.00 | $5.0k | 0% | Jun 2026 |
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| Goss Wealth Management | 73.00 | $3.8k | 0% | Jun 2026 |
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| Millstone Evans Group | 49.00 | $2.6k | 113% | Jun 2026 |
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| Spire Wealth Management | 39.00 | $2.1k | 0% | Jun 2026 |
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| Assetmark | 8.00 | $422.000000 | 100% | Jun 2026 |
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| UBS Group | 2.00 | $105.000000 | -100% | Jun 2026 |
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Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Mar 2026 | 30k | $1.3M |
| HPM Partners | Mar 2026 | 12k | $512k |
| Mariner Wealth Advisors | Mar 2026 | 12k | $500k |
| Optas | Mar 2026 | 6.0k | $259k |
| Corient IA | Mar 2026 | 900.00 | $39k |
| Ronald Blue Trust | Mar 2026 | 768.00 | $33k |