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 | $42M | 0% | Sep 2025 |
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| Becker Capital Management | 226k | $12M | 0% | Sep 2025 |
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| LPL Financial | 218k | $11M | 11% | Sep 2025 |
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| Brown Advisory Holdings Incorporated | 160k | $8.2M | 100% | Sep 2025 |
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| JNBA Financial Advisors | 97k | $5.0M | 17% | Sep 2025 |
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| Raymond James Financial | 90k | $4.6M | 48% | Sep 2025 |
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| Better Money Decisions | 89k | $4.2M | 2% | Jun 2025 |
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| Alpine Bank Wealth Management | 81k | $4.2M | 15% | Sep 2025 |
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| Wharton Business Group | 76k | $3.9M | 0% | Sep 2025 |
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| Franklin Resources | 76k | $3.9M | 0% | Sep 2025 |
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| Atlantic Private Wealth | 68k | $3.5M | 0% | Sep 2025 |
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| BSW Wealth Partners | 64k | $3.3M | -9% | Sep 2025 |
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| Thrivent Financial for Lutherans | 63k | $3.2M | 100% | Sep 2025 |
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| Biltmore Family Office | 56k | $2.9M | 0% | Sep 2025 |
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| Gould Asset Management | 41k | $2.1M | 4% | Sep 2025 |
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| HighTower Advisors | 41k | $2.1M | -1% | Sep 2025 |
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| NorthRock Partners | 33k | $1.6M | 24% | Jun 2025 |
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| Wick Capital Partners | 30k | $1.5M | 348% | Sep 2025 |
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| Financial Council Asset Management | 30k | $1.5M | -1% | Sep 2025 |
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| Apollon Wealth Management | 29k | $1.5M | -1% | Sep 2025 |
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| Jpmorgan Chase & Co | 27k | $1.4M | 202% | Sep 2025 |
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| Citadel Advisors | 27k | $1.4M | 198% | Sep 2025 |
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| Envestnet Asset Management | 26k | $1.4M | -2% | Sep 2025 |
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| Cambridge Investment Research Advisors | 26k | $1.3M | 3% | Sep 2025 |
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| Royal Bank of Canada | 23k | $1.2M | -30% | Sep 2025 |
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| Commonwealth Equity Services | 22k | $1.1M | -14% | Sep 2025 |
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| MAI Wealth Advisors | 21k | $1.1M | -5% | Sep 2025 |
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| Kestra Advisory Services | 20k | $1.0M | -2% | Sep 2025 |
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| Magnus Financial Group | 20k | $1.0M | 0% | Sep 2025 |
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| Future You Wealth | 19k | $921k | -14% | Jun 2025 |
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| Sound Stewardship | 19k | $986k | 2% | Sep 2025 |
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| Colony | 19k | $983k | -44% | Sep 2025 |
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| Archer Investment Management | 18k | $925k | 17% | Sep 2025 |
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| Mariner Wealth Advisors | 18k | $921k | 4% | Sep 2025 |
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| Sage Mountain Advisors | 17k | $874k | 1% | Sep 2025 |
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| Retirement Capital Strategies | 15k | $792k | 0% | Sep 2025 |
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| Ferguson Shapiro | 15k | $768k | -9% | Sep 2025 |
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| Tarbox | 14k | $737k | 0% | Sep 2025 |
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| FMR | 13k | $683k | 29360% | Sep 2025 |
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| Cetera Investment Advisers | 13k | $661k | 3% | Sep 2025 |
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| Savant Capital Management | 13k | $646k | 100% | Sep 2025 |
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| Highland Financial Advisors | 13k | $646k | 5% | Sep 2025 |
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| Cresset Asset Management | 13k | $643k | 1% | Sep 2025 |
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| Sprinkle Financial Consultants | 12k | $610k | 0% | Sep 2025 |
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| Emergent Wealth Advisors | 12k | $599k | 0% | Sep 2025 |
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| Cambridge Financial Group | 12k | $590k | 100% | Sep 2025 |
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| Asset Dedication | 12k | $590k | 0% | Sep 2025 |
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| Anderson Fisher | 11k | $588k | 15% | Sep 2025 |
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| EP Wealth Advisors | 11k | $537k | 100% | Jun 2025 |
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| Integrated Wealth Concepts | 11k | $555k | 0% | Sep 2025 |
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| Freedom Financial Partners | 11k | $552k | 0% | Sep 2025 |
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| Parkworth Wealth Management | 11k | $508k | 0% | Jun 2025 |
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| Veridan Wealth | 11k | $546k | 100% | Sep 2025 |
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| Bradley, Foster & Sargent | 11k | $539k | 0% | Sep 2025 |
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| Pathstone Holdings | 10k | $524k | 0% | Sep 2025 |
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| WCG Wealth Advisors | 10k | $516k | -1% | Sep 2025 |
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| Colton Groome Financial Advisors | 9.8k | $507k | 14% | Sep 2025 |
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| Navalign | 9.8k | $507k | 0% | Sep 2025 |
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| Black Diamond Financial | 9.3k | $477k | 100% | Sep 2025 |
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| Tribridge Partners Financial | 9.3k | $478k | 0% | Sep 2025 |
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| Measured Risk Portfolios | 9.1k | $467k | 0% | Sep 2025 |
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| Goss Wealth Management | 9.0k | $462k | 0% | Sep 2025 |
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| Advisor Group Holdings | 8.9k | $456k | -9% | Sep 2025 |
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| Private Advisor | 8.4k | $431k | 30% | Sep 2025 |
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| Confluence Wealth Services | 8.3k | $428k | -17% | Sep 2025 |
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| Pettinga Financial Advisors | 8.2k | $421k | 100% | Sep 2025 |
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| D. J. St. Germain | 7.6k | $394k | 0% | Sep 2025 |
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| Sigma Planning | 7.6k | $393k | -7% | Sep 2025 |
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| Ellenbecker Investment Group | 7.4k | $380k | 1% | Sep 2025 |
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| Armor Investment Advisors | 7.0k | $359k | 4% | Sep 2025 |
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| CI Private Wealth | 6.6k | $339k | 0% | Sep 2025 |
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| Gray Private Wealth | 6.6k | $339k | 0% | Sep 2025 |
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| Montecito Bank & Trust | 6.4k | $328k | 0% | Sep 2025 |
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| Curtis Advisory Group | 6.3k | $326k | 100% | Sep 2025 |
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| Oakmont Partners | 6.3k | $325k | 0% | Sep 2025 |
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| Rockefeller Capital Management | 6.3k | $325k | 100% | Sep 2025 |
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| Topel & Distasi Wealth Management | 6.2k | $319k | -8% | Sep 2025 |
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| Cary Street Partners Financial | 5.9k | $303k | 7% | Sep 2025 |
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| Mml Investors Services | 5.7k | $296k | -77% | Sep 2025 |
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| Global Retirement Partners | 5.7k | $291k | 0% | Sep 2025 |
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| Elwood & Goetz Wealth Advisory Group | 5.5k | $285k | -7% | Sep 2025 |
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| Presidio Capital Management | 5.5k | $284k | 0% | Sep 2025 |
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| Eastern Bank | 5.5k | $282k | 5% | Sep 2025 |
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| Taylor, Cottrill, Erickson & Associates | 5.3k | $271k | -1% | Sep 2025 |
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| Crane Advisory | 4.9k | $256k | -4% | Sep 2025 |
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| Valeo Financial Advisors | 4.7k | $241k | 100% | Sep 2025 |
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| Townsend Asset Management Corp | 4.5k | $232k | -2% | Sep 2025 |
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| RMR Wealth Builders | 4.3k | $222k | 100% | Sep 2025 |
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| William Blair $ Company | 4.1k | $210k | 0% | Sep 2025 |
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| Monument Capital Management | 4.1k | $209k | -25% | Sep 2025 |
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| Horst & Graben Wealth Management | 3.9k | $203k | 100% | Sep 2025 |
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| Kovitz Investment Group Partners | 3.9k | $203k | 100% | Sep 2025 |
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| Prosperity Planning | 3.9k | $200k | 100% | Sep 2025 |
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| Coconut Grove Bank | 3.9k | $199k | 0% | Sep 2025 |
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| Us Bancorp | 3.4k | $175k | 0% | Sep 2025 |
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| Joel R Mogy Investment Counsel | 3.4k | $173k | 0% | Sep 2025 |
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| Smartleaf Asset Management | 3.3k | $168k | -12% | Sep 2025 |
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| Harbour Investments | 3.0k | $152k | 4% | Sep 2025 |
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| Arcadia Investment Advisors | 2.8k | $142k | 0% | Sep 2025 |
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| Millstone Evans Group | 2.4k | $125k | 1% | Sep 2025 |
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| Morgan Stanley | 2.3k | $148k | 100% | Jun 2025 |
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| CWM | 2.2k | $114k | 0% | Sep 2025 |
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| VSM Wealth Advisory | 1.9k | $100k | 0% | Sep 2025 |
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| Redwood Park Advisors | 1.6k | $85k | 0% | Sep 2025 |
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| Assetmark | 1.5k | $75k | 0% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 1.4k | $73k | -24% | Sep 2025 |
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| Hanson & Doremus Investment Management | 919.00 | $47k | -10% | Sep 2025 |
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| Principal Securities | 863.00 | $45k | 0% | Sep 2025 |
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| Sunbelt Securities | 759.00 | $39k | -93% | Sep 2025 |
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| Smithfield Trust Company | 524.00 | $26k | 0% | Sep 2025 |
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| Spire Wealth Management | 365.00 | $19k | 0% | Sep 2025 |
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| GPS Wealth Strategies Group | 336.00 | $17k | 68% | Sep 2025 |
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| Emerald Investment Partners | 328.00 | $17k | -5% | Sep 2025 |
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| 1 North Wealth Services | 310.00 | $16k | 0% | Sep 2025 |
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| Farther Finance Advisors | 290.00 | $15k | 100% | Sep 2025 |
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| Fort Vancouver Investment Management | 241.00 | $12k | 0% | Sep 2025 |
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| Advisory Services Network | 236.00 | $12k | 100% | Sep 2025 |
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| Archer Investment Corp | 207.00 | $11k | 0% | Sep 2025 |
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| FSA Wealth Management | 125.00 | $6.4k | 0% | Sep 2025 |
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| Rossby Financial, LCC | 85.00 | $4.4k | 100% | Sep 2025 |
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| Cedar Mountain Advisors | 2.00 | $103.000000 | 100% | Sep 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 |
| Jane Street | Jun 2025 | 24k | $1.1M |
| Leverty Financial Group | Jun 2025 | 9.5k | $451k |
| Heritage Family Offices | Jun 2025 | 8.3k | $355k |
| Wealth Enhancement Advisory Services | Jun 2025 | 5.9k | $283k |
| Old Mission Capital | Jun 2025 | 4.9k | $234k |
| SRS Capital Advisors | Jun 2025 | 359.00 | $17k |