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 | 96k | $4.2M | 100% | Mar 2026 |
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| Colony | 92k | $3.9M | 3% | Dec 2025 |
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| Bailard | 78k | $3.4M | 14% | Mar 2026 |
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| LPL Financial | 60k | $2.6M | 11% | Mar 2026 |
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| Franklin Resources | 56k | $2.4M | 0% | Mar 2026 |
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| Invera Wealth Advisors | 54k | $2.3M | 100% | Mar 2026 |
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| Highland Financial Advisors | 51k | $2.2M | 11% | 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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| JNBA Financial Advisors | 27k | $1.2M | -3% | Mar 2026 |
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| Creative Planning | 25k | $1.1M | 263% | Mar 2026 |
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| SageView Advisory Group | 18k | $748k | 5% | Dec 2025 |
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| Atlantic Private Wealth | 17k | $718k | 2% | Mar 2026 |
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| Raymond James Financial | 16k | $698k | 0% | Dec 2025 |
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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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| Magnus Financial Group | 15k | $664k | -2% | Mar 2026 |
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| Massmutual Trust | 15k | $660k | 100% | Mar 2026 |
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| MainStreet Investment Advisors | 15k | $660k | 100% | Mar 2026 |
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| Beta Wealth | 14k | $623k | -4% | Mar 2026 |
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| Eley Financial Management | 14k | $594k | 31% | Mar 2026 |
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| D.A. Davidson & Co. | 13k | $581k | 0% | Mar 2026 |
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| Headinvest | 13k | $544k | 0% | Mar 2026 |
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| Pathway Financial Advisors | 12k | $538k | 0% | Mar 2026 |
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| Cambridge Financial Group | 12k | $530k | 0% | Mar 2026 |
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| Birchbrook | 12k | $517k | 64% | Mar 2026 |
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| HPM Partners | 12k | $512k | -13% | Mar 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 | $468k | 0% | Mar 2026 |
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| Lido Advisors | 11k | $461k | 10% | Mar 2026 |
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| Robertson Stephens Wealth Management | 10k | $441k | 49% | Mar 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 | $344k | 0% | Mar 2026 |
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| Tarbox | 7.6k | $332k | 4% | Mar 2026 |
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| Advisor Group Holdings | 7.4k | $314k | 33% | Dec 2025 |
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| Armbruster Capital Management | 7.4k | $320k | 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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| Valeo Financial Advisors | 6.7k | $290k | -9% | Mar 2026 |
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| Heck Capital Advisors | 6.6k | $288k | -3% | Mar 2026 |
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| Legacy Edge Advisors | 6.3k | $273k | -2% | Mar 2026 |
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| PFG Investments | 6.3k | $273k | 0% | 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 | 5.3k | $229k | 8% | Mar 2026 |
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| Mml Investors Services | 5.2k | $228k | -18% | Mar 2026 |
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| Bartlett & Co. Wealth Management | 4.8k | $230k | 100% | Mar 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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| Birchwood Financial Partners | 2.0k | $86k | 107% | Mar 2026 |
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| Global Retirement Partners | 2.0k | $83k | -32% | Dec 2025 |
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| Cherry Tree Wealth Management | 1.8k | $77k | 0% | Mar 2026 |
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| Farther Finance Advisors | 1.5k | $65k | 100% | Mar 2026 |
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| Rogco | 1.3k | $58k | 100% | Mar 2026 |
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| Meramec Financial Planners | 1.0k | $48k | 0% | Mar 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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| 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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| Atlantic Trust | 710.00 | $30k | 100% | Dec 2025 |
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| Jennifer Ranahan | 631.00 | $27k | 100% | Mar 2026 |
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| Key FInancial | 610.00 | $27k | 0% | Mar 2026 |
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| UBS Group | 599.00 | $26k | 605% | Mar 2026 |
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| GHP Investment Advisors | 551.00 | $24k | 0% | Mar 2026 |
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| Hanson & Doremus Investment Management | 495.00 | $22k | 0% | Mar 2026 |
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| CWM | 492.00 | $21k | 0% | Dec 2025 |
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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 | $6.4k | 0% | Mar 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 | 0% | Mar 2026 |
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| FMR | 75.00 | $3.2k | -20% | Dec 2025 |
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| Western Wealth Management | 58.00 | $2.5k | 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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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 |
| Goss Wealth Management | Dec 2025 | 20k | $861k |
| Archer Investment Management | Dec 2025 | 6.2k | $264k |
| Bradley, Foster & Sargent | Sep 2025 | 5.3k | $226k |
| Kestra Advisory Services | Dec 2025 | 1.4k | $60k |
| UMA Financial Services | Dec 2025 | 929.00 | $40k |
| Addison Advisors | Dec 2025 | 245.00 | $10k |
| GPS Wealth Strategies Group | Sep 2025 | 208.00 | $8.9k |