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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Franklin Resources | 46k | $1.8M | 45% | Dec 2023 |
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Cambridge Investment Research Advisors | 34k | $1.3M | 106% | Dec 2023 |
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Jane Street | 34k | $1.3M | -26% | Dec 2023 |
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Bailard | 32k | $1.2M | 100% | Dec 2023 |
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Montrusco Bolton Investment | 24k | $911k | 31% | Dec 2023 |
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Better Money Decisions | 24k | $898k | 54% | Dec 2023 |
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Honkamp Krueger Financial Services | 18k | $670k | -4% | Dec 2023 |
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Atlantic Private Wealth | 16k | $610k | 0% | Dec 2023 |
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JNBA Financial Advisors | 13k | $486k | 2% | Dec 2023 |
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Goldman Sachs Group | 11k | $435k | 0% | Dec 2023 |
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D.A. Davidson & Co. | 10k | $381k | 4% | Dec 2023 |
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Pathway Financial Advisors | 9.8k | $386k | 100% | Mar 2024 |
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Gould Asset Management | 7.2k | $274k | 100% | Dec 2023 |
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Veracity Capital | 6.8k | $266k | 0% | Mar 2024 |
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Armbruster Capital Management | 6.3k | $240k | 100% | Dec 2023 |
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Raymond James & Associates | 5.8k | $229k | 100% | Mar 2024 |
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Optas | 5.5k | $216k | -28% | Mar 2024 |
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Tarbox | 5.3k | $208k | 100% | Mar 2024 |
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Armor Investment Advisors | 3.1k | $117k | 10% | Dec 2023 |
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William Blair $ Company | 2.6k | $99k | 90% | Dec 2023 |
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MCF Advisors | 2.3k | $89k | 0% | Mar 2024 |
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Milestone Investment Advisors | 2.2k | $83k | 0% | Dec 2023 |
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Principal Securities | 1.9k | $71k | 100% | Dec 2023 |
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Advisor Group Holdings | 1.5k | $59k | 21% | Dec 2023 |
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Steward Partners Investment Advisory | 1.5k | $57k | 100% | Dec 2023 |
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Deutsche Bank Aktiengesellschaft | 1.3k | $48k | 6150% | Dec 2023 |
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Voisard Asset Management Group | 1.2k | $48k | 8% | Mar 2024 |
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Bank of America Corporation | 1.1k | $41k | -18% | Dec 2023 |
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Smithfield Trust Company | 1.0k | $40k | 0% | Dec 2023 |
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Harbour Investments | 604.00 | $23k | 100% | Dec 2023 |
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Addison Advisors | 600.00 | $23k | -29% | Dec 2023 |
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Ronald Blue Trust | 597.00 | $20k | 2% | Dec 2023 |
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GHP Investment Advisors | 534.00 | $20k | 0% | Dec 2023 |
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CWM | 477.00 | $19k | 0% | Mar 2024 |
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Compass Wealth Management | 300.00 | $12k | 0% | Mar 2024 |
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Covestor | 67.00 | $3.0k | 68% | Dec 2023 |
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Focused Wealth Management | 51.00 | $2.0k | -62% | Dec 2023 |
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Spire Wealth Management | 30.00 | $1.1k | 0% | Dec 2023 |
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Who sold out of Ishares Tr?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
MONECO Advisors | Sep 2023 | 11k | $353k |
Emerald Investment Partners | Sep 2023 | 4.5k | $148k |
Headinvest | Sep 2023 | 1.1k | $34k |
AdvisorNet Financial | Dec 2023 | 919.00 | $35k |
Jpmorgan Chase & Co | Sep 2023 | 593.00 | $20k |
Pecaut & Co. | Sep 2023 | 438.00 | $15k |