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 | 823k | $41M | 0% | Mar 2026 |
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| LPL Financial | 274k | $14M | 7% | Mar 2026 |
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| Becker Capital Management | 256k | $15M | 3% | Jun 2026 |
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| Brown Advisory Holdings Incorporated | 219k | $11M | 19% | Mar 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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| Wharton Business Group | 76k | $3.8M | 0% | Mar 2026 |
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| Franklin Resources | 76k | $3.7M | 0% | Mar 2026 |
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| JNBA Financial Advisors | 76k | $4.3M | -12% | Jun 2026 |
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| Bank of New York Mellon | 73k | $3.6M | 100% | Mar 2026 |
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| Thrivent Financial for Lutherans | 72k | $3.6M | 9% | Mar 2026 |
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| Atlantic Private Wealth | 72k | $3.5M | 6% | Mar 2026 |
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| Alpine Bank Wealth Management | 70k | $3.5M | -11% | Mar 2026 |
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| BSW Wealth Partners | 63k | $3.1M | 0% | Mar 2026 |
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| Raymond James Financial | 62k | $3.0M | -11% | Mar 2026 |
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| Biltmore Family Office | 56k | $2.8M | 0% | Mar 2026 |
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| NorthRock Partners | 47k | $2.3M | 27% | Mar 2026 |
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| HighTower Advisors | 46k | $2.3M | 12% | Mar 2026 |
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| Gould Asset Management | 45k | $2.2M | 7% | Mar 2026 |
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| Bartlett & Co. Wealth Management | 44k | $2.5M | 24% | Jun 2026 |
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| EP Wealth Advisors | 41k | $2.0M | -42% | Mar 2026 |
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| Two Sigma Investments | 40k | $2.0M | 100% | Mar 2026 |
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| Lido Advisors | 39k | $1.9M | 100% | Mar 2026 |
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| MAI Wealth Advisors | 32k | $1.6M | 46% | Mar 2026 |
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| Royal Bank of Canada | 30k | $1.5M | 100% | Mar 2026 |
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| Wick Capital Partners | 30k | $1.5M | 0% | Mar 2026 |
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| Bank of America Corporation | 29k | $1.4M | 100% | Mar 2026 |
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| Napier Financial | 29k | $1.6M | -1% | Jun 2026 |
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| Financial Council Asset Management | 28k | $1.4M | 1% | Mar 2026 |
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| Envestnet Asset Management | 28k | $1.4M | 10% | Mar 2026 |
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| Commonwealth Equity Services | 28k | $1.6M | 3% | Jun 2026 |
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| NerdWallet Wealth Partners | 27k | $1.5M | 20% | Jun 2026 |
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| Colony | 23k | $1.1M | 0% | Mar 2026 |
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| Mml Investors Services | 23k | $1.1M | 2% | Mar 2026 |
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| Mercer Global Advisors | 22k | $1.1M | 100% | Mar 2026 |
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| Apollon Wealth Management | 20k | $1000k | -30% | Mar 2026 |
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| Cornerstone Financial Management | 19k | $936k | 100% | Mar 2026 |
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| Cresset Asset Management | 19k | $928k | 48% | Mar 2026 |
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| Anderson Fisher | 18k | $874k | 5% | Mar 2026 |
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| Mariner Wealth Advisors | 18k | $870k | 0% | Mar 2026 |
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| Sage Mountain Advisors | 17k | $856k | 2% | Mar 2026 |
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| Kestra Advisory Services | 16k | $922k | -8% | Jun 2026 |
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| Magnus Financial Group | 16k | $912k | -13% | Jun 2026 |
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| Sound Stewardship | 16k | $790k | 4% | Mar 2026 |
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| Cetera Investment Advisers | 16k | $785k | 5% | Mar 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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| Retirement Capital Strategies | 15k | $757k | 0% | Mar 2026 |
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| Tarbox | 15k | $748k | 7% | Mar 2026 |
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| Ferguson Shapiro | 15k | $848k | 0% | Jun 2026 |
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| Jane Street | 15k | $725k | 41% | Mar 2026 |
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| Highland Financial Advisors | 14k | $811k | -15% | Jun 2026 |
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| Prosperity Consulting Group | 14k | $693k | 100% | Mar 2026 |
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| Colton Groome Financial Advisors | 14k | $680k | 32% | Mar 2026 |
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| Savant Capital Management | 13k | $619k | 0% | Mar 2026 |
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| Freedom Financial Partners | 12k | $591k | 12% | Mar 2026 |
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| Sprinkle Financial Consultants | 12k | $678k | 0% | Jun 2026 |
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| Emergent Wealth Advisors | 12k | $572k | 0% | Mar 2026 |
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| Asset Dedication | 12k | $651k | 0% | Jun 2026 |
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| Cambridge Financial Group | 12k | $564k | 0% | Mar 2026 |
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| RMR Wealth Builders | 11k | $628k | 1% | Jun 2026 |
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| Bradley, Foster & Sargent | 11k | $537k | 1% | Mar 2026 |
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| Integrated Wealth Concepts | 11k | $530k | 100% | Mar 2026 |
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| Archer Investment Corp | 11k | $521k | 5011% | Mar 2026 |
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| Veridan Wealth | 10k | $503k | -2% | Mar 2026 |
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| Pathstone Holdings | 10k | $501k | 0% | Mar 2026 |
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| KWB Wealth | 9.9k | $561k | 79% | Jun 2026 |
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| Cambridge Investment Research Advisors | 9.7k | $549k | -69% | Jun 2026 |
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| Tribridge Partners Financial | 9.6k | $479k | 0% | Mar 2026 |
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| Private Advisor | 9.6k | $474k | 7% | Mar 2026 |
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| Betterment | 9.3k | $456k | 3% | Mar 2026 |
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| Black Diamond Financial | 9.3k | $456k | 0% | Mar 2026 |
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| Measured Risk Portfolios | 9.1k | $446k | 0% | Mar 2026 |
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| Navalign | 8.9k | $506k | 0% | Jun 2026 |
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| Cahaba Wealth Management | 8.7k | $495k | 100% | Jun 2026 |
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| Advisor Group Holdings | 8.7k | $429k | -4% | Mar 2026 |
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| Confluence Wealth Services | 8.7k | $428k | 0% | Mar 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 | $358k | 0% | Mar 2026 |
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| Voisard Asset Management Group | 7.2k | $356k | 0% | Mar 2026 |
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| Goss Wealth Management | 7.2k | $355k | -14% | Mar 2026 |
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| Ellenbecker Investment Group | 7.2k | $352k | 1% | Mar 2026 |
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| Rockefeller Capital Management | 7.1k | $350k | 13% | Mar 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 | $325k | 0% | Mar 2026 |
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| Montecito Bank & Trust | 6.4k | $361k | 0% | Jun 2026 |
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| Oakmont Partners | 6.3k | $312k | 0% | Mar 2026 |
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| Gray Private Wealth | 6.3k | $357k | 0% | Jun 2026 |
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| Crane Advisory | 6.2k | $335k | 34% | Mar 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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| Armor Investment Advisors | 5.9k | $289k | 1% | Mar 2026 |
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| Citadel Advisors | 5.6k | $275k | -84% | Mar 2026 |
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| Topel & Distasi Wealth Management | 5.2k | $258k | -15% | Mar 2026 |
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| Cora Capital Advisors | 5.2k | $297k | 0% | Jun 2026 |
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| Elwood & Goetz Wealth Advisory Group | 5.1k | $250k | -8% | Mar 2026 |
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| Valeo Financial Advisors | 5.1k | $287k | 2% | Jun 2026 |
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| Timmons Wealth Management | 5.1k | $249k | 100% | Mar 2026 |
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| Taylor, Cottrill, Erickson & Associates | 5.0k | $248k | -4% | Mar 2026 |
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| Perigon Wealth Management | 4.9k | $242k | 100% | Mar 2026 |
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| Peak Retirement Planning | 4.9k | $242k | 100% | Mar 2026 |
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| Archer Investment Management | 4.2k | $239k | 0% | Jun 2026 |
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| Ellis Investment Partners | 4.1k | $203k | 100% | Mar 2026 |
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| William Blair $ Company | 4.1k | $201k | 0% | Mar 2026 |
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| Townsend Asset Management Corp | 4.0k | $228k | 0% | Jun 2026 |
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| Horst & Graben Wealth Management | 3.9k | $216k | 0% | Mar 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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| Seeds Investor | 3.9k | $204k | 100% | Mar 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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| Smartleaf Asset Management | 3.3k | $156k | 0% | Mar 2026 |
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| Joel R Mogy Investment Counsel | 3.2k | $180k | -5% | Jun 2026 |
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| Smithfield Trust Company | 3.0k | $149k | 283% | Mar 2026 |
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| Arcadia Investment Advisors | 2.8k | $158k | 0% | Jun 2026 |
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| FMR | 2.6k | $130k | -14% | Mar 2026 |
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| Wells Fargo & Company | 2.6k | $126k | 100% | Mar 2026 |
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| Millstone Evans Group | 2.4k | $119k | 0% | Mar 2026 |
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| CWM | 2.2k | $109k | 0% | Mar 2026 |
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| VSM Wealth Advisory | 1.9k | $94k | 0% | Mar 2026 |
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| Abound Wealth Management | 1.7k | $96k | 100% | Jun 2026 |
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| Redwood Park Advisors | 1.7k | $81k | 0% | Mar 2026 |
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| Steward Partners Investment Advisory | 1.6k | $77k | 100% | Mar 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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| Tidemark | 1.3k | $64k | 100% | Mar 2026 |
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| Eastern Bank | 1.3k | $73k | -73% | 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 | $32k | 0% | Mar 2026 |
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| Carolina Wealth Advisors | 493.00 | $28k | 0% | Jun 2026 |
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| Rossby Financial, LCC | 480.00 | $24k | 465% | Mar 2026 |
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| Jennifer Ranahan | 415.00 | $20k | 100% | Mar 2026 |
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| Spire Wealth Management | 365.00 | $18k | 0% | Mar 2026 |
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| SRS Capital Advisors | 359.00 | $18k | 0% | Mar 2026 |
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| Farther Finance Advisors | 313.00 | $18k | 100% | Jun 2026 |
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| Emerald Investment Partners | 313.00 | $15k | 0% | Mar 2026 |
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| 1 North Wealth Services | 310.00 | $15k | 0% | Mar 2026 |
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| National Bank Of Canada /fi/ | 280.00 | $14k | 192% | Mar 2026 |
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| Fort Vancouver Investment Management | 241.00 | $14k | 0% | Jun 2026 |
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| Advisory Services Network | 152.00 | $7.5k | 100% | Mar 2026 |
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| EverSource Wealth Advisors | 150.00 | $8.5k | -6% | Jun 2026 |
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| Aptus Capital Advisors | 150.00 | $7.4k | 88% | Mar 2026 |
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| Hanson McClain Advisors | 125.00 | $6.2k | 0% | Mar 2026 |
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| Cedar Mountain Advisors | 2.00 | $114.000000 | 0% | Jun 2026 |
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Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| DRW Holdings | Dec 2025 | 84k | $4.4M |
| WCG Wealth Advisors | Dec 2025 | 10k | $528k |
| Monument Capital Management | Dec 2025 | 4.4k | $231k |
| Patriot Financial Group Insurance Agency | Mar 2026 | 4.1k | $204k |
| YCMNET Advisors | Dec 2025 | 3.8k | $202k |
| Bessemer | Dec 2025 | 411.00 | $22k |
| Clarity Asset Management | Mar 2026 | 122.00 | $6.0k |