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 |
|---|---|---|---|---|---|
| University of Cambridge Investment Management | 1.6M | $94M | -25% | Jun 2026 |
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| Sun Life Financial | 442k | $25M | -46% | Jun 2026 |
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| LPL Financial | 306k | $17M | 12% | Jun 2026 |
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| Becker Capital Management | 256k | $15M | 3% | Jun 2026 |
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| Brown Advisory Holdings Incorporated | 228k | $13M | 4% | Jun 2026 |
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| Keybank National Association | 175k | $10M | 10% | Jun 2026 |
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| Morgan Stanley | 128k | $8.9M | 6297% | Mar 2026 |
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| Thrivent Financial for Lutherans | 79k | $4.5M | 9% | Jun 2026 |
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| Franklin Resources | 76k | $4.3M | 0% | Jun 2026 |
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| Wharton Business Group | 76k | $4.3M | -1% | Jun 2026 |
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| JNBA Financial Advisors | 76k | $4.3M | -12% | Jun 2026 |
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| Bank of New York Mellon | 74k | $4.2M | 1% | Jun 2026 |
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| Alpine Bank Wealth Management | 73k | $4.1M | 3% | Jun 2026 |
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| Atlantic Private Wealth | 68k | $3.8M | -5% | Jun 2026 |
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| BSW Wealth Partners | 58k | $3.3M | -8% | Jun 2026 |
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| Raymond James Financial | 57k | $3.2M | -8% | Jun 2026 |
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| Biltmore Family Office | 56k | $3.2M | 0% | Jun 2026 |
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| NorthRock Partners | 48k | $2.7M | 1% | Jun 2026 |
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| HighTower Advisors | 47k | $2.6M | 0% | Jun 2026 |
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| Gould Asset Management | 45k | $2.6M | 1% | Jun 2026 |
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| Bartlett & Co. Wealth Management | 44k | $2.5M | 24% | Jun 2026 |
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| EP Wealth Advisors | 40k | $2.3M | -3% | Jun 2026 |
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| Lido Advisors | 38k | $2.1M | -5% | Jun 2026 |
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| Royal Bank of Canada | 32k | $1.8M | 7% | Jun 2026 |
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| MAI Wealth Advisors | 32k | $1.8M | -1% | Jun 2026 |
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| Bank of America Corporation | 30k | $1.7M | 4% | Jun 2026 |
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| Wick Capital Partners | 30k | $1.7M | 0% | Jun 2026 |
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| Retirement Capital Strategies | 30k | $1.7M | 96% | Jun 2026 |
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| Envestnet Asset Management | 30k | $1.7M | 5% | Jun 2026 |
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| Jpmorgan Chase & Co | 29k | $1.7M | 100% | Jun 2026 |
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| Napier Financial | 29k | $1.6M | -1% | Jun 2026 |
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| Financial Council Asset Management | 28k | $1.6M | -1% | Jun 2026 |
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| Commonwealth Equity Services | 28k | $1.6M | 3% | Jun 2026 |
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| Tarbox | 27k | $1.6M | 81% | Jun 2026 |
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| NerdWallet Wealth Partners | 27k | $1.5M | 20% | Jun 2026 |
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| Mml Investors Services | 25k | $1.4M | 12% | Jun 2026 |
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| Colony | 23k | $1.3M | 1% | Jun 2026 |
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| Susquehanna International | 23k | $1.3M | 100% | Jun 2026 |
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| Cornerstone Financial Management | 22k | $1.2M | 14% | Jun 2026 |
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| Apollon Wealth Management | 20k | $1.1M | -1% | Jun 2026 |
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| Cresset Asset Management | 19k | $1.1M | 1% | Jun 2026 |
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| Mariner Wealth Advisors | 19k | $1.0M | 5% | Jun 2026 |
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| Anderson Fisher | 18k | $996k | -1% | Jun 2026 |
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| Sage Mountain Advisors | 17k | $987k | 0% | Jun 2026 |
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| Cetera Investment Advisers | 17k | $977k | 8% | Jun 2026 |
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| Prosperity Consulting Group | 17k | $969k | 21% | Jun 2026 |
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| M^T Bank Corporation | 17k | $934k | 100% | Jun 2026 |
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| Kestra Advisory Services | 16k | $922k | -8% | Jun 2026 |
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| Sound Stewardship | 16k | $913k | 0% | Jun 2026 |
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| Magnus Financial Group | 16k | $912k | -13% | Jun 2026 |
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| Pacific Excel Wealth Advisors | 16k | $890k | 100% | Jun 2026 |
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| Heritage Family Offices | 16k | $890k | 100% | Jun 2026 |
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| Ferguson Shapiro | 15k | $848k | 0% | Jun 2026 |
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| Highland Financial Advisors | 14k | $811k | -15% | Jun 2026 |
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| Mercer Global Advisors | 14k | $765k | -38% | Jun 2026 |
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| Savant Capital Management | 13k | $714k | 0% | Jun 2026 |
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| Sprinkle Financial Consultants | 12k | $678k | 0% | Jun 2026 |
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| Colton Groome Financial Advisors | 12k | $673k | -14% | Jun 2026 |
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| Emergent Wealth Advisors | 12k | $660k | 0% | Jun 2026 |
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| Advisor Group Holdings | 12k | $656k | 33% | Jun 2026 |
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| Asset Dedication | 12k | $651k | 0% | Jun 2026 |
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| Cambridge Financial Group | 12k | $651k | 0% | Jun 2026 |
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| RMR Wealth Builders | 11k | $628k | 1% | Jun 2026 |
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| Archer Investment Corp | 11k | $621k | 3% | Jun 2026 |
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| Bradley, Foster & Sargent | 11k | $619k | 0% | Jun 2026 |
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| Integrated Wealth Concepts | 11k | $611k | 0% | Jun 2026 |
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| Freedom Financial Partners | 10k | $585k | -14% | Jun 2026 |
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| Pathstone Holdings | 10k | $578k | 0% | Jun 2026 |
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| Veridan Wealth | 10k | $577k | 0% | Jun 2026 |
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| Private Advisor | 9.9k | $563k | 3% | Jun 2026 |
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| KWB Wealth | 9.9k | $561k | 79% | Jun 2026 |
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| Tribridge Partners Financial | 9.7k | $546k | 0% | Jun 2026 |
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| Cambridge Investment Research Advisors | 9.7k | $549k | -69% | Jun 2026 |
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| Betterment | 9.3k | $527k | 0% | Jun 2026 |
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| Black Diamond Financial | 9.3k | $526k | 0% | Jun 2026 |
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| Measured Risk Portfolios | 9.1k | $514k | 0% | Jun 2026 |
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| Navalign | 8.9k | $506k | 0% | Jun 2026 |
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| Confluence Wealth Services | 8.9k | $504k | 2% | Jun 2026 |
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| Cahaba Wealth Management | 8.7k | $495k | 100% | Jun 2026 |
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| Goss Wealth Management | 8.6k | $490k | 20% | Jun 2026 |
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| D. J. St. Germain | 7.6k | $434k | 0% | Jun 2026 |
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| Wingate Wealth Advisors | 7.3k | $417k | 0% | Jun 2026 |
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| Sigma Planning | 7.3k | $413k | 0% | Jun 2026 |
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| Voisard Asset Management Group | 7.2k | $408k | -1% | Jun 2026 |
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| Ellenbecker Investment Group | 7.2k | $408k | 0% | Jun 2026 |
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| Rockefeller Capital Management | 7.1k | $403k | 0% | Jun 2026 |
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| Peak Retirement Planning | 6.9k | $391k | 40% | Jun 2026 |
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| Pettinga Financial Advisors | 6.9k | $390k | 0% | Jun 2026 |
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| Curtis Advisory Group | 6.8k | $385k | -17% | Jun 2026 |
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| CI Private Wealth | 6.6k | $375k | 0% | Jun 2026 |
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| Vise Technologies | 6.6k | $375k | 100% | Jun 2026 |
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| Montecito Bank & Trust | 6.4k | $361k | 0% | Jun 2026 |
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| Oakmont Partners | 6.4k | $361k | 0% | Jun 2026 |
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| Gray Private Wealth | 6.3k | $357k | 0% | Jun 2026 |
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| Elwood & Goetz Wealth Advisory Group | 6.2k | $353k | 22% | Jun 2026 |
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| Wealth Group | 6.1k | $349k | 10% | Jun 2026 |
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| Cary Street Partners Financial | 6.1k | $347k | 0% | Jun 2026 |
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| Crane Advisory | 5.8k | $332k | -8% | Jun 2026 |
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| Armor Investment Advisors | 5.7k | $325k | -3% | Jun 2026 |
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| Sculati Wealth Management | 5.3k | $303k | 100% | Jun 2026 |
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| Jane Street | 5.3k | $299k | -64% | Jun 2026 |
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| Taylor, Cottrill, Erickson & Associates | 5.2k | $297k | 4% | Jun 2026 |
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| Cora Capital Advisors | 5.2k | $297k | 0% | Jun 2026 |
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| Topel & Distasi Wealth Management | 5.2k | $293k | -2% | Jun 2026 |
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| Valeo Financial Advisors | 5.1k | $287k | 2% | Jun 2026 |
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| Timmons Wealth Management | 4.9k | $280k | -2% | Jun 2026 |
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| Perigon Wealth Management | 4.8k | $270k | -3% | Jun 2026 |
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| Seeds Investor | 4.5k | $257k | 17% | Jun 2026 |
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| Global Retirement Partners | 4.2k | $240k | 3% | Jun 2026 |
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| Archer Investment Management | 4.2k | $239k | 0% | Jun 2026 |
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| Us Bancorp | 4.1k | $234k | 0% | Jun 2026 |
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| Urban Financial Advisory Corp | 4.1k | $233k | 100% | Jun 2026 |
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| William Blair $ Company | 4.1k | $231k | 0% | Jun 2026 |
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| Townsend Asset Management Corp | 4.0k | $228k | 0% | Jun 2026 |
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| Monument Capital Management | 3.9k | $224k | 100% | Jun 2026 |
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| Ellis Investment Partners | 3.9k | $224k | -4% | Jun 2026 |
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| Horst & Graben Wealth Management | 3.9k | $224k | 0% | Jun 2026 |
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| Prosperity Planning | 3.9k | $221k | 100% | Jun 2026 |
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| Coconut Grove Bank | 3.9k | $219k | 0% | Jun 2026 |
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| YCMNET Advisors | 3.8k | $219k | 100% | Jun 2026 |
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| Selective Wealth Management | 3.8k | $219k | 100% | Jun 2026 |
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| Zhang Financial | 3.8k | $215k | 100% | Jun 2026 |
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| Walkner Condon Financial Advisors | 3.6k | $206k | 100% | Jun 2026 |
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| Matauro | 3.6k | $204k | 100% | Jun 2026 |
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| Choate Investment Advisors | 3.5k | $201k | 100% | Jun 2026 |
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| Hartland & Co | 3.3k | $187k | 100% | Jun 2026 |
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| Smartleaf Asset Management | 3.3k | $185k | 0% | Jun 2026 |
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| Joel R Mogy Investment Counsel | 3.2k | $180k | -5% | Jun 2026 |
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| FMR | 3.0k | $172k | 14% | Jun 2026 |
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| Arcadia Investment Advisors | 2.8k | $158k | 0% | Jun 2026 |
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| Wells Fargo & Company | 2.7k | $156k | 7% | Jun 2026 |
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| Smithfield Trust Company | 2.7k | $153k | -11% | Jun 2026 |
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| Millstone Evans Group | 2.4k | $139k | 1% | Jun 2026 |
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| O'shaughnessy Asset Management | 2.3k | $133k | 100% | Jun 2026 |
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| CWM | 2.2k | $109k | 0% | Mar 2026 |
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| VSM Wealth Advisory | 1.9k | $109k | 0% | Jun 2026 |
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| Abound Wealth Management | 1.7k | $96k | 100% | Jun 2026 |
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| Redwood Park Advisors | 1.7k | $94k | 0% | Jun 2026 |
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| Steward Partners Investment Advisory | 1.6k | $91k | 2% | Jun 2026 |
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| Ashton Thomas Private Wealth | 1.6k | $89k | 0% | Jun 2026 |
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| Assetmark | 1.6k | $88k | 7% | Jun 2026 |
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| StrongBox Wealth | 1.4k | $79k | 100% | Jun 2026 |
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| Eastern Bank | 1.3k | $73k | -73% | Jun 2026 |
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| Tidemark | 1.2k | $66k | -11% | Jun 2026 |
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| Hanson & Doremus Investment Management | 912.00 | $52k | -1% | Jun 2026 |
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| Sunbelt Securities | 762.00 | $38k | 0% | Mar 2026 |
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| Federation des caisses Desjardins du Quebec | 650.00 | $37k | 0% | Jun 2026 |
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| Oakmont Advisory Group | 620.00 | $35k | 100% | Jun 2026 |
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| Carolina Wealth Advisors | 493.00 | $28k | 0% | Jun 2026 |
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| Rossby Financial, LCC | 488.00 | $28k | 2% | Jun 2026 |
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Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Two Sigma Investments | Mar 2026 | 40k | $2.0M |
| Citadel Advisors | Mar 2026 | 5.6k | $275k |
| Patriot Financial Group Insurance Agency | Mar 2026 | 4.1k | $204k |