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 | 2.2M | $108M | 100% | Mar 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 | 247k | $12M | 7% | Mar 2026 |
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| Brown Advisory Holdings Incorporated | 219k | $11M | 19% | Mar 2026 |
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| Keybank National Association | 160k | $7.9M | 100% | Mar 2026 |
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| Morgan Stanley | 128k | $8.9M | 6297% | Mar 2026 |
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| JNBA Financial Advisors | 86k | $4.2M | -15% | 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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| 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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| Raymond James Financial | 69k | $3.6M | -23% | Dec 2025 |
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| BSW Wealth Partners | 63k | $3.1M | 0% | 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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| 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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| Bartlett & Co. Wealth Management | 36k | $2.0M | 100% | Mar 2026 |
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| MAI Wealth Advisors | 32k | $1.6M | 46% | Mar 2026 |
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| Cambridge Investment Research Advisors | 31k | $1.5M | 1% | Mar 2026 |
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| Royal Bank of Canada | 30k | $1.5M | 30% | 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 | $1.4M | 100% | Mar 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 | 27k | $1.3M | -12% | Mar 2026 |
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| Colony | 23k | $1.2M | 21% | Dec 2025 |
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| Mml Investors Services | 23k | $1.1M | 2% | Mar 2026 |
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| NerdWallet Wealth Partners | 22k | $1.1M | 100% | 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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| Magnus Financial Group | 18k | $906k | -6% | Mar 2026 |
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| Anderson Fisher | 18k | $874k | 5% | Mar 2026 |
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| Kestra Advisory Services | 18k | $871k | -9% | 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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| Highland Financial Advisors | 17k | $830k | 27% | Mar 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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| Retirement Capital Strategies | 15k | $811k | 0% | Dec 2025 |
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| Tarbox | 15k | $748k | 7% | Mar 2026 |
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| Ferguson Shapiro | 15k | $734k | 0% | Mar 2026 |
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| Jane Street | 15k | $725k | 41% | Mar 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 | $586k | 0% | Mar 2026 |
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| Emergent Wealth Advisors | 12k | $572k | 0% | Mar 2026 |
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| Cambridge Financial Group | 12k | $564k | 0% | Mar 2026 |
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| Asset Dedication | 12k | $564k | 0% | Mar 2026 |
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| RMR Wealth Builders | 11k | $536k | 146% | Mar 2026 |
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| Integrated Wealth Concepts | 11k | $530k | 100% | Mar 2026 |
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| Bradley, Foster & Sargent | 11k | $567k | 3% | Dec 2025 |
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| Archer Investment Corp | 11k | $521k | 5011% | Mar 2026 |
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| Veridan Wealth | 10k | $551k | -1% | Dec 2025 |
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| Pathstone Holdings | 10k | $501k | 0% | Mar 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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| Black Diamond Financial | 9.3k | $456k | 0% | Mar 2026 |
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| Advisor Group Holdings | 9.1k | $477k | 2% | Dec 2025 |
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| Measured Risk Portfolios | 9.1k | $446k | 0% | Mar 2026 |
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| Betterment | 9.0k | $472k | 100% | Dec 2025 |
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| Navalign | 8.9k | $438k | 0% | Mar 2026 |
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| Confluence Wealth Services | 8.7k | $428k | 0% | Mar 2026 |
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| Curtis Advisory Group | 8.2k | $402k | -34% | Mar 2026 |
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| D. J. St. Germain | 7.6k | $377k | 0% | Mar 2026 |
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| Wingate Wealth Advisors | 7.3k | $361k | 59% | Mar 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 | $338k | 0% | Mar 2026 |
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| CI Private Wealth | 6.6k | $325k | 0% | Mar 2026 |
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| Montecito Bank & Trust | 6.4k | $313k | 0% | Mar 2026 |
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| Oakmont Partners | 6.3k | $312k | 0% | Mar 2026 |
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| Gray Private Wealth | 6.3k | $309k | 0% | Mar 2026 |
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| Crane Advisory | 6.2k | $335k | 34% | Mar 2026 |
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| Cary Street Partners Financial | 6.1k | $301k | 0% | Mar 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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| Wealth Group | 5.6k | $274k | 100% | Mar 2026 |
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| KWB Wealth | 5.5k | $291k | 0% | 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 | $257k | 8% | Mar 2026 |
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| Elwood & Goetz Wealth Advisory Group | 5.1k | $250k | -8% | Mar 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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| Valeo Financial Advisors | 5.0k | $245k | 3% | 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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| Eastern Bank | 4.8k | $236k | -7% | Mar 2026 |
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| Archer Investment Management | 4.2k | $208k | -73% | Mar 2026 |
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| Patriot Financial Group Insurance Agency | 4.1k | $204k | 100% | Mar 2026 |
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| Global Retirement Partners | 4.1k | $217k | -27% | Dec 2025 |
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| Us Bancorp | 4.1k | $217k | 21% | Dec 2025 |
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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 | $197k | -11% | Mar 2026 |
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| Horst & Graben Wealth Management | 3.9k | $216k | 0% | Mar 2026 |
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| Coconut Grove Bank | 3.9k | $190k | 0% | Mar 2026 |
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| Seeds Investor | 3.9k | $204k | 100% | Mar 2026 |
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| Joel R Mogy Investment Counsel | 3.4k | $165k | 0% | Mar 2026 |
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| Smartleaf Asset Management | 3.3k | $156k | 0% | Mar 2026 |
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| FMR | 3.1k | $161k | -77% | Dec 2025 |
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| Smithfield Trust Company | 3.0k | $149k | 283% | Mar 2026 |
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| Arcadia Investment Advisors | 2.8k | $137k | 0% | Mar 2026 |
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| Western Wealth Management | 2.7k | $131k | 100% | 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 | $117k | 0% | Dec 2025 |
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| VSM Wealth Advisory | 1.9k | $94k | 0% | Mar 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 | $77k | 100% | Mar 2026 |
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| Assetmark | 1.5k | $72k | 0% | Mar 2026 |
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| Tidemark | 1.3k | $64k | 100% | Mar 2026 |
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| Hanson & Doremus Investment Management | 919.00 | $45k | 0% | Mar 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 | $24k | 22% | Mar 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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| 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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| Fort Vancouver Investment Management | 241.00 | $12k | 0% | Mar 2026 |
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| EverSource Wealth Advisors | 160.00 | $7.9k | 100% | Mar 2026 |
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| Aptus Capital Advisors | 150.00 | $7.4k | 88% | Mar 2026 |
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| Hanson McClain Advisors | 125.00 | $6.6k | 100% | Dec 2025 |
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| Clarity Asset Management | 122.00 | $6.0k | 100% | Mar 2026 |
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| National Bank Of Canada /fi/ | 96.00 | $5.1k | 100% | Dec 2025 |
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| Cedar Mountain Advisors | 2.00 | $98.000000 | 0% | Mar 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 |
| Jpmorgan Chase & Co | Sep 2025 | 27k | $1.4M |
| WCG Wealth Advisors | Dec 2025 | 10k | $528k |
| Monument Capital Management | Dec 2025 | 4.4k | $231k |
| Prosperity Planning | Dec 2025 | 3.9k | $205k |
| YCMNET Advisors | Dec 2025 | 3.8k | $202k |
| Bessemer | Dec 2025 | 411.00 | $22k |
| GPS Wealth Strategies Group | Sep 2025 | 336.00 | $17k |
| Farther Finance Advisors | Dec 2025 | 290.00 | $15k |
| Advisory Services Network | Sep 2025 | 236.00 | $12k |