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 |
|---|---|---|---|---|---|
| Keybank National Association | 110k | $5.8M | 14% | Jun 2026 |
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| Colony | 93k | $4.0M | 0% | Mar 2026 |
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| Bailard | 85k | $4.5M | 9% | Jun 2026 |
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| LPL Financial | 60k | $2.6M | 11% | Mar 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 | $2.4M | 0% | Mar 2026 |
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| Biltmore Family Office | 32k | $1.4M | 0% | Mar 2026 |
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| Brown Advisory Holdings Incorporated | 31k | $1.3M | 542% | Mar 2026 |
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| Citadel Advisors | 30k | $1.3M | 100% | Mar 2026 |
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| Bank of New York Mellon | 29k | $1.3M | 100% | Mar 2026 |
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| Creative Planning | 25k | $1.1M | 263% | Mar 2026 |
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| JNBA Financial Advisors | 17k | $920k | -35% | Jun 2026 |
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| Atlantic Private Wealth | 17k | $718k | 2% | Mar 2026 |
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| Pathway Financial Advisors | 16k | $848k | 33% | Jun 2026 |
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| EP Wealth Advisors | 16k | $706k | -41% | Mar 2026 |
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| Quantinno Capital Management | 16k | $689k | 100% | Mar 2026 |
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| MainStreet Investment Advisors | 15k | $660k | 100% | Mar 2026 |
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| Advisory Services Network | 15k | $650k | 100% | Mar 2026 |
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| Magnus Financial Group | 15k | $784k | -3% | Jun 2026 |
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| Massmutual Trust | 15k | $774k | -3% | Jun 2026 |
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| Raymond James Financial | 15k | $637k | -11% | Mar 2026 |
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| Beta Wealth | 14k | $755k | 0% | Jun 2026 |
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| Eley Financial Management | 14k | $594k | 31% | Mar 2026 |
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| D.A. Davidson & Co. | 13k | $706k | 0% | Jun 2026 |
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| Headinvest | 13k | $544k | 0% | Mar 2026 |
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| Cambridge Financial Group | 12k | $530k | 0% | Mar 2026 |
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| HPM Partners | 12k | $512k | -13% | Mar 2026 |
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| Birchbrook | 12k | $613k | -2% | Jun 2026 |
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| Mariner Wealth Advisors | 12k | $500k | 1% | Mar 2026 |
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| Goldman Sachs Group | 11k | $496k | 0% | Mar 2026 |
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| Asset Dedication | 11k | $567k | 0% | Jun 2026 |
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| Lido Advisors | 11k | $461k | 10% | Mar 2026 |
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| Robertson Stephens Wealth Management | 11k | $555k | 4% | Jun 2026 |
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| Cetera Investment Advisers | 9.9k | $432k | -7% | Mar 2026 |
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| MAI Wealth Advisors | 9.9k | $430k | -3% | Mar 2026 |
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| DeDora Capital | 9.5k | $413k | 100% | Mar 2026 |
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| Gould Asset Management | 9.2k | $399k | 5% | Mar 2026 |
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| Balanced Rock Investment Advisors | 9.1k | $397k | 2% | Mar 2026 |
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| Private Advisor | 8.8k | $385k | 10% | Mar 2026 |
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| Sprinkle Financial Consultants | 7.9k | $417k | 0% | Jun 2026 |
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| Tarbox | 7.6k | $332k | 4% | Mar 2026 |
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| Armbruster Capital Management | 7.5k | $398k | 3% | Jun 2026 |
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| Advisor Group Holdings | 7.4k | $321k | 0% | Mar 2026 |
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| NorthRock Partners | 7.4k | $320k | 37% | Mar 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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| 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 | 6.3k | $273k | -2% | Mar 2026 |
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| Optas | 6.0k | $259k | 100% | Mar 2026 |
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| Envestnet Asset Management | 5.8k | $253k | 100% | Mar 2026 |
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| Mission Wealth Management | 5.7k | $248k | -27% | Mar 2026 |
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| Savant Capital Management | 5.6k | $243k | -14% | Mar 2026 |
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| Commonwealth Equity Services | 5.4k | $284k | 3% | Jun 2026 |
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| Mml Investors Services | 5.2k | $228k | -18% | Mar 2026 |
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| Veracity Capital | 4.9k | $258k | 100% | Jun 2026 |
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| Rockefeller Capital Management | 3.8k | $167k | 0% | Mar 2026 |
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| Smithfield Trust Company | 3.7k | $159k | 228% | Mar 2026 |
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| Steward Partners Investment Advisory | 3.0k | $131k | 0% | Mar 2026 |
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| William Blair $ Company | 2.8k | $120k | 14% | Mar 2026 |
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| MCF Advisors | 2.3k | $99k | 0% | Mar 2026 |
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| Milestone Investment Advisors | 2.2k | $95k | 0% | Mar 2026 |
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| GGM Financials | 2.0k | $106k | 100% | Jun 2026 |
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| Birchwood Financial Partners | 2.0k | $86k | 107% | Mar 2026 |
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| Cherry Tree Wealth Management | 1.8k | $77k | 0% | Mar 2026 |
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| Farther Finance Advisors | 1.5k | $78k | 0% | Jun 2026 |
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| FMR | 1.3k | $59k | 1693% | Mar 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 | $44k | 0% | Mar 2026 |
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| Ritter Daniher Financial Advisory LLC / DE | 919.00 | $40k | 10% | Mar 2026 |
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| Corient IA | 900.00 | $39k | 100% | Mar 2026 |
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| Highline Wealth Partners | 810.00 | $35k | 0% | Mar 2026 |
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| Ronald Blue Trust | 768.00 | $33k | 17% | Mar 2026 |
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| McIlrath & Eck | 715.00 | $31k | 0% | Mar 2026 |
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| Medallion Wealth Advisors | 710.00 | $31k | 4% | Mar 2026 |
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| Jennifer Ranahan | 631.00 | $27k | 100% | Mar 2026 |
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| Key FInancial | 610.00 | $32k | 0% | Jun 2026 |
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| UBS Group | 599.00 | $26k | 605% | Mar 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 | $18k | 0% | Mar 2026 |
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| Morgan Stanley | 293.00 | $13k | 0% | Mar 2026 |
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| SRS Capital Advisors | 257.00 | $11k | 0% | Mar 2026 |
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| 1 North Wealth Services | 190.00 | $8.3k | 0% | Mar 2026 |
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| Smartleaf Asset Management | 146.00 | $6.2k | 0% | Mar 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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| Godfrey Financial Associates | 103.00 | $4.5k | 100% | Mar 2026 |
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| Covestor | 88.00 | $4.0k | -1% | Mar 2026 |
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| Royal Bank of Canada | 86.00 | $4.0k | 100% | Mar 2026 |
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| Goss Wealth Management | 73.00 | $3.2k | -100% | Mar 2026 |
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| Spire Wealth Management | 39.00 | $1.7k | 0% | Mar 2026 |
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| Millstone Evans Group | 23.00 | $1.0k | 0% | Mar 2026 |
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| Assetmark | 8.00 | $422.000000 | 100% | Jun 2026 |
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Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Thrivent Financial for Lutherans | Dec 2025 | 61k | $2.6M |
| UMA Financial Services | Dec 2025 | 929.00 | $40k |
| Addison Advisors | Dec 2025 | 245.00 | $10k |