Who owns ISHARES TR?
- Ticker: XVV
- CUSIP Number: 46436e569
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 |
|---|---|---|---|---|---|
| Sun Life Financial | 823k | $43M | 0% | Dec 2025 |
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| LPL Financial | 256k | $14M | 17% | Dec 2025 |
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| Becker Capital Management | 231k | $12M | 2% | Dec 2025 |
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| Brown Advisory Holdings Incorporated | 184k | $9.7M | 15% | Dec 2025 |
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| JNBA Financial Advisors | 101k | $5.3M | 4% | Dec 2025 |
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| DRW Holdings | 84k | $4.4M | 100% | Dec 2025 |
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| Alpine Bank Wealth Management | 79k | $4.2M | -3% | Dec 2025 |
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| Wharton Business Group | 76k | $4.0M | 0% | Dec 2025 |
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| Franklin Resources | 76k | $4.0M | 0% | Dec 2025 |
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| EP Wealth Advisors | 72k | $3.8M | 536% | Dec 2025 |
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| Raymond James Financial | 69k | $3.6M | -23% | Dec 2025 |
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| Atlantic Private Wealth | 68k | $3.6M | 0% | Dec 2025 |
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| Thrivent Financial for Lutherans | 67k | $3.5M | 6% | Dec 2025 |
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| BSW Wealth Partners | 63k | $3.3M | -2% | Dec 2025 |
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| Biltmore Family Office | 56k | $3.0M | 0% | Dec 2025 |
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| HighTower Advisors | 41k | $2.2M | 2% | Dec 2025 |
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| Gould Asset Management | 41k | $2.1M | 4% | Sep 2025 |
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| NorthRock Partners | 37k | $2.0M | 15% | Dec 2025 |
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| Commonwealth Equity Services | 31k | $1.6M | 38% | Dec 2025 |
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| Cambridge Investment Research Advisors | 31k | $1.6M | 20% | Dec 2025 |
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| Apollon Wealth Management | 29k | $1.5M | -1% | Dec 2025 |
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| Financial Council Asset Management | 28k | $1.5M | -5% | Dec 2025 |
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| Jpmorgan Chase & Co | 27k | $1.4M | 100% | Sep 2025 |
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| Citadel Advisors | 27k | $1.4M | 198% | Sep 2025 |
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| Envestnet Asset Management | 25k | $1.3M | -4% | Dec 2025 |
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| Royal Bank of Canada | 23k | $1.2M | -30% | Sep 2025 |
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| Colony | 23k | $1.2M | 21% | Dec 2025 |
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| Mml Investors Services | 22k | $1.2M | 284% | Dec 2025 |
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| MAI Wealth Advisors | 22k | $1.2M | 4% | Dec 2025 |
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| Kestra Advisory Services | 20k | $1.0M | -1% | Dec 2025 |
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| Magnus Financial Group | 20k | $1.0M | 0% | Dec 2025 |
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| Mariner Wealth Advisors | 18k | $929k | -1% | Dec 2025 |
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| Sage Mountain Advisors | 17k | $894k | 0% | Dec 2025 |
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| Anderson Fisher | 17k | $894k | 49% | Dec 2025 |
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| Archer Investment Management | 16k | $838k | -11% | Dec 2025 |
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| Sound Stewardship | 15k | $813k | -19% | Dec 2025 |
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| Retirement Capital Strategies | 15k | $811k | 0% | Dec 2025 |
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| Cetera Investment Advisers | 15k | $800k | 18% | Dec 2025 |
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| Ferguson Shapiro | 15k | $785k | 0% | Dec 2025 |
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| Tarbox | 14k | $747k | -1% | Dec 2025 |
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| Highland Financial Advisors | 13k | $699k | 6% | Dec 2025 |
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| FMR | 13k | $683k | 29360% | Sep 2025 |
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| Cresset Asset Management | 13k | $672k | 2% | Dec 2025 |
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| Savant Capital Management | 13k | $663k | 0% | Dec 2025 |
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| Curtis Advisory Group | 12k | $655k | 97% | Dec 2025 |
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| Sprinkle Financial Consultants | 12k | $626k | 0% | Dec 2025 |
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| Emergent Wealth Advisors | 12k | $613k | 0% | Dec 2025 |
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| Cambridge Financial Group | 12k | $519k | 0% | Dec 2025 |
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| Asset Dedication | 12k | $604k | 0% | Dec 2025 |
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| Bradley, Foster & Sargent | 11k | $567k | 3% | Dec 2025 |
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| Freedom Financial Partners | 11k | $566k | 0% | Dec 2025 |
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| Colton Groome Financial Advisors | 11k | $554k | 7% | Dec 2025 |
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| Jane Street | 11k | $552k | 100% | Dec 2025 |
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| Veridan Wealth | 10k | $551k | -1% | Dec 2025 |
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| Pathstone Holdings | 10k | $536k | 0% | Dec 2025 |
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| WCG Wealth Advisors | 10k | $528k | 0% | Dec 2025 |
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| Tribridge Partners Financial | 9.6k | $508k | 4% | Dec 2025 |
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| Black Diamond Financial | 9.3k | $488k | 0% | Dec 2025 |
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| Advisor Group Holdings | 9.1k | $477k | 2% | Dec 2025 |
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| Measured Risk Portfolios | 9.1k | $477k | 0% | Dec 2025 |
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| Private Advisor | 9.0k | $474k | 8% | Dec 2025 |
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| Betterment | 9.0k | $472k | 100% | Dec 2025 |
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| Navalign | 8.9k | $469k | -10% | Dec 2025 |
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| Confluence Wealth Services | 8.7k | $456k | 4% | Dec 2025 |
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| Goss Wealth Management | 8.4k | $440k | -7% | Dec 2025 |
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| D. J. St. Germain | 7.6k | $403k | 0% | Dec 2025 |
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| Sigma Planning | 7.3k | $382k | -5% | Dec 2025 |
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| Voisard Asset Management Group | 7.2k | $380k | 100% | Dec 2025 |
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| Ellenbecker Investment Group | 7.1k | $373k | -4% | Dec 2025 |
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| Pettinga Financial Advisors | 6.9k | $362k | -16% | Dec 2025 |
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| Montecito Bank & Trust | 6.4k | $335k | 0% | Dec 2025 |
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| Oakmont Partners | 6.3k | $333k | 0% | Dec 2025 |
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| Rockefeller Capital Management | 6.3k | $332k | 0% | Dec 2025 |
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| Gray Private Wealth | 6.3k | $331k | -4% | Dec 2025 |
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| Topel & Distasi Wealth Management | 6.2k | $325k | 0% | Dec 2025 |
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| Cary Street Partners Financial | 6.1k | $322k | 4% | Dec 2025 |
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| Armor Investment Advisors | 5.8k | $306k | -17% | Dec 2025 |
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| Elwood & Goetz Wealth Advisory Group | 5.5k | $292k | 0% | Dec 2025 |
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| KWB Wealth | 5.5k | $291k | 100% | Dec 2025 |
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| Taylor, Cottrill, Erickson & Associates | 5.3k | $278k | 0% | Dec 2025 |
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| Eastern Bank | 5.2k | $272k | -6% | Dec 2025 |
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| Cora Capital Advisors | 4.8k | $254k | 100% | Dec 2025 |
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| Valeo Financial Advisors | 4.8k | $254k | 3% | Dec 2025 |
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| Crane Advisory | 4.7k | $250k | -5% | Dec 2025 |
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| Wingate Wealth Advisors | 4.6k | $243k | 100% | Dec 2025 |
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| Townsend Asset Management Corp | 4.5k | $238k | 0% | Dec 2025 |
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| RMR Wealth Builders | 4.4k | $234k | 3% | Dec 2025 |
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| Monument Capital Management | 4.4k | $231k | 8% | Dec 2025 |
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| Global Retirement Partners | 4.1k | $217k | -27% | Dec 2025 |
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| Us Bancorp | 4.1k | $217k | 21% | Dec 2025 |
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| William Blair $ Company | 4.1k | $210k | 0% | Sep 2025 |
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| Horst & Graben Wealth Management | 3.9k | $207k | 0% | Dec 2025 |
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| Prosperity Planning | 3.9k | $205k | 0% | Dec 2025 |
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| Coconut Grove Bank | 3.9k | $204k | 0% | Dec 2025 |
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| YCMNET Advisors | 3.8k | $202k | 100% | Dec 2025 |
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| Joel R Mogy Investment Counsel | 3.4k | $177k | 0% | Dec 2025 |
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| Smartleaf Asset Management | 3.3k | $174k | 0% | Dec 2025 |
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| Arcadia Investment Advisors | 2.8k | $146k | 0% | Dec 2025 |
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| Millstone Evans Group | 2.4k | $128k | 0% | Dec 2025 |
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| CWM | 2.2k | $117k | 0% | Dec 2025 |
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| VSM Wealth Advisory | 1.9k | $101k | -1% | Dec 2025 |
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| Redwood Park Advisors | 1.7k | $87k | 0% | Dec 2025 |
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| Wick Capital Partners | 1.6k | $1.6M | -95% | Dec 2025 |
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| Assetmark | 1.5k | $77k | 0% | Dec 2025 |
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| Hanson & Doremus Investment Management | 919.00 | $48k | 0% | Dec 2025 |
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| Smithfield Trust Company | 790.00 | $42k | 51% | Dec 2025 |
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| Sunbelt Securities | 760.00 | $40k | 0% | Dec 2025 |
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| Federation des caisses Desjardins du Quebec | 650.00 | $34k | 100% | Dec 2025 |
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| Bessemer | 411.00 | $22k | 100% | Dec 2025 |
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| Carolina Wealth Advisors | 403.00 | $21k | 100% | Dec 2025 |
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| Spire Wealth Management | 365.00 | $19k | 0% | Dec 2025 |
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| SRS Capital Advisors | 359.00 | $19k | 100% | Dec 2025 |
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| Emerald Investment Partners | 313.00 | $17k | -5% | Dec 2025 |
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| 1 North Wealth Services | 310.00 | $16k | 0% | Dec 2025 |
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| Farther Finance Advisors | 290.00 | $15k | 0% | Dec 2025 |
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| Fort Vancouver Investment Management | 241.00 | $13k | 0% | Dec 2025 |
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| Archer Investment Corp | 207.00 | $11k | 0% | Dec 2025 |
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| Hanson McClain Advisors | 125.00 | $6.6k | 100% | Dec 2025 |
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| FSA Wealth Management | 125.00 | $6.4k | 0% | Sep 2025 |
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| National Bank Of Canada /fi/ | 96.00 | $5.1k | 100% | Dec 2025 |
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| Rossby Financial, LCC | 85.00 | $4.5k | 0% | Dec 2025 |
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| Aptus Capital Advisors | 80.00 | $4.2k | 100% | Dec 2025 |
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| Cedar Mountain Advisors | 2.00 | $105.000000 | 0% | Dec 2025 |
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Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Two Sigma Investments | Jun 2025 | 41k | $1.9M |
| Integrated Wealth Concepts | Sep 2025 | 11k | $555k |
| CI Private Wealth | Sep 2025 | 6.6k | $339k |
| Presidio Capital Management | Sep 2025 | 5.5k | $284k |
| Kovitz Investment Group Partners | Sep 2025 | 3.9k | $203k |
| Harbour Investments | Sep 2025 | 3.0k | $152k |
| Northwestern Mutual Wealth Management Company | Sep 2025 | 1.4k | $73k |
| Principal Securities | Sep 2025 | 863.00 | $45k |
| GPS Wealth Strategies Group | Sep 2025 | 336.00 | $17k |
| Advisory Services Network | Sep 2025 | 236.00 | $12k |