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 | $36M | 0% | Sep 2024 |
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| Becker Capital Management | 203k | $9.0M | -2% | Sep 2024 |
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| LPL Financial | 140k | $6.2M | 14% | Sep 2024 |
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| BSW Wealth Partners | 98k | $4.3M | -1% | Sep 2024 |
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| Better Money Decisions | 93k | $4.1M | -6% | Sep 2024 |
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| Wharton Business Group | 86k | $3.8M | 0% | Sep 2024 |
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| JNBA Financial Advisors | 81k | $3.6M | 39% | Sep 2024 |
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| Franklin Resources | 78k | $3.5M | 0% | Sep 2024 |
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| Atlantic Private Wealth | 70k | $3.1M | -17% | Sep 2024 |
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| Biltmore Family Office | 67k | $3.0M | 0% | Sep 2024 |
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| Retirement Capital Strategies | 54k | $2.4M | -93% | Sep 2024 |
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| Raymond James Financial Services Advisors | 46k | $2.0M | -9% | Sep 2024 |
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| M^T Bank Corporation | 45k | $2.0M | -5% | Sep 2024 |
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| Citadel Advisors | 40k | $1.8M | 100% | Sep 2024 |
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| Bank of America Corporation | 39k | $1.7M | -1% | Sep 2024 |
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| Gould Asset Management | 38k | $1.7M | 0% | Sep 2024 |
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| Royal Bank of Canada | 35k | $1.6M | -16% | Sep 2024 |
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| HighTower Advisors | 34k | $1.4M | 419% | Jun 2024 |
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| Financial Council Asset Management | 32k | $1.4M | -1% | Sep 2024 |
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| Us Financial Advisors | 30k | $1.3M | -17% | Sep 2024 |
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| Wick Capital Partners | 30k | $1.3M | 0% | Sep 2024 |
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| Monumental Financial Group | 27k | $1.2M | -2% | Sep 2024 |
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| Cambridge Investment Research Advisors | 26k | $1.2M | 0% | Sep 2024 |
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| Envestnet Asset Management | 25k | $1.1M | 9% | Sep 2024 |
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| Commonwealth Equity Services | 23k | $1.0M | -1% | Sep 2024 |
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| MAI Wealth Advisors | 22k | $955k | 18% | Sep 2024 |
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| Mml Investors Services | 21k | $919k | 11% | Sep 2024 |
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| Jane Street | 21k | $910k | 213% | Sep 2024 |
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| Raymond James Trust | 21k | $906k | 0% | Sep 2024 |
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| Kestra Advisory Services | 18k | $810k | 46% | Sep 2024 |
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| Susquehanna International | 15k | $668k | 100% | Sep 2024 |
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| Magnus Financial Group | 15k | $666k | 25% | Sep 2024 |
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| Tarbox | 15k | $614k | 4% | Jun 2024 |
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| Colony | 15k | $639k | 100% | Sep 2024 |
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| Buckingham Asset Management | 15k | $608k | 0% | Jun 2024 |
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| Ferguson Shapiro | 14k | $624k | 100% | Sep 2024 |
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| Sage Mountain Advisors | 13k | $592k | 100% | Sep 2024 |
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| Cetera Investment Advisers | 12k | $507k | -4% | Jun 2024 |
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| Sprinkle Financial Consultants | 12k | $518k | 0% | Sep 2024 |
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| Sunbelt Securities | 12k | $508k | 0% | Sep 2024 |
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| Asset Dedication | 12k | $507k | 0% | Sep 2024 |
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| Mariner Wealth Advisors | 11k | $499k | -1% | Sep 2024 |
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| Pathstone Holdings | 10k | $450k | 0% | Sep 2024 |
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| Highland Financial Advisors | 10k | $449k | -5% | Sep 2024 |
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| WCG Wealth Advisors | 10k | $448k | 0% | Sep 2024 |
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| Napatree Capital | 10k | $448k | 12% | Sep 2024 |
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| Anderson Fisher | 10k | $446k | 0% | Sep 2024 |
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| Navalign | 9.8k | $432k | 0% | Sep 2024 |
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| Confluence Wealth Services | 9.5k | $418k | 96% | Sep 2024 |
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| D. J. St. Germain | 9.4k | $416k | -12% | Sep 2024 |
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| Buffington Mohr McNeal | 9.3k | $410k | 0% | Sep 2024 |
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| Merriman Wealth Management | 9.0k | $398k | 0% | Sep 2024 |
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| Heritage Wealth Management | 8.7k | $366k | -20% | Jun 2024 |
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| Heritage Family Offices | 8.3k | $369k | -4% | Sep 2024 |
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| Montecito Bank & Trust | 8.0k | $352k | 0% | Sep 2024 |
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| Sigma Planning | 7.6k | $337k | -3% | Sep 2024 |
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| RHS Financial | 7.2k | $318k | -3% | Sep 2024 |
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| Topel & Distasi Wealth Management | 6.9k | $307k | -1% | Sep 2024 |
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| Armor Investment Advisors | 6.7k | $297k | 0% | Sep 2024 |
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| Colton Groome Financial Advisors | 6.5k | $288k | 34% | Sep 2024 |
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| Crane Advisory | 6.4k | $282k | -1% | Sep 2024 |
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| Jpmorgan Chase & Co | 6.2k | $272k | -16% | Sep 2024 |
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| Advisor Group Holdings | 6.1k | $269k | -10% | Sep 2024 |
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| Ellenbecker Investment Group | 6.0k | $264k | 1% | Sep 2024 |
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| Oakmont Partners | 5.9k | $262k | 0% | Sep 2024 |
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| Elwood & Goetz Wealth Advisory Group | 5.8k | $243k | 100% | Jun 2024 |
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| Leverty Financial Group | 5.6k | $246k | 0% | Sep 2024 |
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| CRA Financial Services | 5.3k | $233k | 0% | Sep 2024 |
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| Global Retirement Partners | 5.2k | $228k | 100% | Sep 2024 |
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| Cary Street Partner Investment Advisory | 5.1k | $227k | 100% | Sep 2024 |
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| Townsend Asset Management Corp | 5.0k | $223k | -7% | Sep 2024 |
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| Embree Financial Group | 5.0k | $221k | 100% | Sep 2024 |
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| Advisor OS | 4.6k | $205k | 100% | Sep 2024 |
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| Mjp Associates | 4.6k | $205k | 100% | Sep 2024 |
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| Monument Capital Management | 4.6k | $202k | -7% | Sep 2024 |
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| Coconut Grove Bank | 3.9k | $171k | 0% | Sep 2024 |
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| Us Bancorp | 3.4k | $152k | 0% | Sep 2024 |
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| CWM | 3.3k | $147k | 0% | Sep 2024 |
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| Joel R Mogy Investment Counsel | 3.2k | $143k | -4% | Sep 2024 |
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| Harbour Investments | 2.7k | $119k | 1% | Sep 2024 |
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| Goss Wealth Management | 2.3k | $96k | 0% | Jun 2024 |
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| Private Trust Co Na | 1.5k | $63k | 0% | Jun 2024 |
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| Hanson & Doremus Investment Management | 1.0k | $45k | 0% | Sep 2024 |
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| Principal Securities | 757.00 | $34k | 0% | Sep 2024 |
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| Focused Wealth Management | 481.00 | $504k | 100% | Sep 2024 |
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| Eastern Bank | 385.00 | $17k | 100% | Sep 2024 |
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| William Blair $ Company | 373.00 | $17k | 0% | Sep 2024 |
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| Spire Wealth Management | 365.00 | $16k | 7% | Sep 2024 |
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| Archer Investment Corp | 207.00 | $9.2k | 0% | Sep 2024 |
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| Smithfield Trust Company | 203.00 | $9.0k | 0% | Sep 2024 |
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| GPS Wealth Strategies Group | 200.00 | $8.8k | 0% | Sep 2024 |
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| Fort Vancouver Investment Management | 199.00 | $8.8k | 90% | Sep 2024 |
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| FSA Wealth Management | 125.00 | $5.5k | 100% | Sep 2024 |
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Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Thrivent Financial for Lutherans | Mar 2024 | 18k | $713k |
| Sagace Wealth Management | Jun 2024 | 4.7k | $203k |
| Putnam Fl Investment Management | Jun 2024 | 2.5k | $105k |