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 | $30M | 0% | Dec 2023 |
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| Becker Capital Management | 224k | $8.2M | 19% | Dec 2023 |
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| Retirement Capital Strategies | 121k | $4.4M | -6% | Dec 2023 |
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| BSW Wealth Partners | 112k | $4.1M | 1% | Dec 2023 |
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| Better Money Decisions | 97k | $3.5M | 39% | Dec 2023 |
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| Wharton Business Group | 89k | $3.2M | 0% | Dec 2023 |
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| Atlantic Private Wealth | 85k | $3.1M | 0% | Dec 2023 |
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| Franklin Resources | 66k | $2.4M | 100% | Dec 2023 |
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| Branch Banking & Trust Company | 50k | $1.8M | -4% | Dec 2023 |
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| Raymond James Financial Services Advisors | 47k | $1.9M | 210% | Mar 2024 |
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| Us Financial Advisors | 39k | $1.4M | 8% | Dec 2023 |
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| Financial Council Asset Management | 34k | $1.2M | 100% | Dec 2023 |
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| Gould Asset Management | 30k | $1.1M | 35% | Dec 2023 |
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| Bank of America Corporation | 28k | $1.0M | 27% | Dec 2023 |
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| Monumental Financial Group | 27k | $1.1M | 100% | Mar 2024 |
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| Cambridge Investment Research Advisors | 26k | $953k | 6% | Dec 2023 |
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| New York Life Investment Management | 23k | $826k | 49% | Dec 2023 |
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| MAI Wealth Advisors | 20k | $741k | -6% | Dec 2023 |
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| Royal Bank of Canada | 17k | $627k | 8% | Dec 2023 |
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| Acorn Financial Advisory Services | 17k | $599k | 100% | Dec 2023 |
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| Buckingham Asset Management | 15k | $526k | 0% | Dec 2023 |
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| Tarbox | 14k | $568k | 8% | Mar 2024 |
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| Commonwealth Equity Services | 14k | $497k | 39% | Dec 2023 |
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| Sunbelt Securities | 12k | $490k | 7% | Mar 2024 |
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| Highland Financial Advisors | 12k | $432k | 5% | Dec 2023 |
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| D. J. St. Germain | 12k | $421k | 100% | Dec 2023 |
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| Armor Investment Advisors | 11k | $414k | 1% | Dec 2023 |
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| Heritage Wealth Management | 11k | $405k | 100% | Dec 2023 |
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| Napatree Capital | 11k | $386k | 100% | Dec 2023 |
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| Pathstone Holdings | 10k | $370k | 100% | Dec 2023 |
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| WCG Wealth Advisors | 10k | $368k | 0% | Dec 2023 |
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| Navalign | 9.3k | $376k | 0% | Mar 2024 |
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| Anderson Fisher | 8.6k | $313k | 2% | Dec 2023 |
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| Montecito Bank & Trust | 8.3k | $334k | -3% | Mar 2024 |
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| Kestra Advisory Services | 8.0k | $292k | 100% | Dec 2023 |
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| RHS Financial | 7.8k | $314k | -12% | Mar 2024 |
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| Topel & Distasi Wealth Management | 7.6k | $275k | -4% | Dec 2023 |
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| Sprinkle Financial Consultants | 7.3k | $265k | 100% | Dec 2023 |
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| Leverty Financial Group | 6.7k | $244k | 0% | Dec 2023 |
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| Crane Advisory | 6.6k | $260k | -2% | Mar 2024 |
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| Mariner Wealth Advisors | 5.9k | $216k | -24% | Dec 2023 |
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| Ellenbecker Investment Group | 5.9k | $238k | 2% | Mar 2024 |
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| Mercer Global Advisors | 5.9k | $213k | 100% | Dec 2023 |
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| Monument Capital Management | 5.6k | $227k | -9% | Mar 2024 |
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| Coconut Grove Bank | 3.9k | $141k | 0% | Dec 2023 |
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| Advisor Group Holdings | 3.5k | $127k | -2% | Dec 2023 |
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| CWM | 3.3k | $134k | -23% | Mar 2024 |
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| Us Bancorp | 3.1k | $114k | -68% | Dec 2023 |
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| JNBA Financial Advisors | 2.7k | $97k | 91% | Dec 2023 |
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| Harbour Investments | 2.7k | $97k | 0% | Dec 2023 |
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| Private Trust Co Na | 1.5k | $55k | 100% | Dec 2023 |
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| Principal Securities | 757.00 | $28k | 100% | Dec 2023 |
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| Focused Wealth Management | 334.00 | $12k | 105% | Dec 2023 |
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| Milestone Investment Advisors | 300.00 | $11k | 0% | Dec 2023 |
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| Spire Wealth Management | 288.00 | $11k | 0% | Dec 2023 |
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| Smithfield Trust Company | 203.00 | $7.0k | 0% | Dec 2023 |
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| Baystate Wealth Management | 169.00 | $6.2k | 1% | Dec 2023 |
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| UBS Group | 44.00 | $1.6k | -95% | Dec 2023 |
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Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Montrusco Bolton Investment | Sep 2023 | 104k | $3.4M |
| Jane Street | Sep 2023 | 22k | $711k |
| Two Sigma Securities | Sep 2023 | 9.3k | $302k |
| Sigma Planning | Sep 2023 | 8.4k | $271k |
| AdvisorNet Financial | Dec 2023 | 1.4k | $52k |