Who owns ISHARES TR?
- Ticker: IBDW
- CUSIP Number: 46436e486
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 |
|---|---|---|---|---|---|
| Bank of America Corporation | 2.1M | $44M | 22% | Mar 2024 |
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| Aptus Capital Advisors | 1.9M | $40M | 1% | Mar 2024 |
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| Morgan Stanley | 1.8M | $48M | 116% | Mar 2024 |
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| Capital Investment Advisors | 1.6M | $33M | 38% | Mar 2024 |
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| Venture Visionary Partners | 1.5M | $32M | 33% | Mar 2024 |
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| Gateway Advisory | 1.5M | $30M | 5% | Mar 2024 |
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| Wells Fargo & Company | 1.4M | $28M | 81% | Mar 2024 |
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| Goss Wealth Management | 1.2M | $24M | -10% | Mar 2024 |
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| Sigma Investment Counselors | 1.1M | $22M | 42% | Mar 2024 |
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| Golub Group | 1.1M | $22M | 3% | Mar 2024 |
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| Raymond James Financial Services Advisors | 1.1M | $22M | -48% | Mar 2024 |
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| UBS Group | 917k | $19M | 9% | Mar 2024 |
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| Lido Advisors | 869k | $18M | -5% | Mar 2024 |
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| Arrow Financial Corp. | 634k | $13M | 10% | Dec 2023 |
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| Buffington Mohr McNeal | 606k | $12M | 11% | Mar 2024 |
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| Envision Financial Planning | 602k | $12M | 8% | Mar 2024 |
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| Klingman & Associates | 565k | $12M | 35% | Mar 2024 |
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| Advisors Capital Management | 542k | $11M | 100% | Mar 2024 |
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| Rockefeller Capital Management | 510k | $11M | 6% | Dec 2023 |
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| MV Capital Management | 471k | $9.6M | 340% | Mar 2024 |
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| Commonwealth Equity Services | 451k | $9.2M | 60% | Mar 2024 |
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| Sound View Wealth Advisors Group | 437k | $8.9M | 30% | Mar 2024 |
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| Royal Bank of Canada | 387k | $7.9M | -3% | Mar 2024 |
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| Janney Montgomery Scott | 291k | $6.0M | 16% | Mar 2024 |
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| Snowden Capital Advisors | 291k | $6.0M | 4% | Mar 2024 |
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| Guidance Point Advisors | 284k | $5.8M | 12% | Mar 2024 |
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| Ameriprise Financial | 277k | $5.6M | 1508% | Mar 2024 |
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| Keeler THomas Management | 273k | $5.6M | 1078% | Mar 2024 |
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| HighTower Advisors | 239k | $4.9M | 35% | Mar 2024 |
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| Platte River Wealth Advisors | 230k | $4.7M | 47% | Mar 2024 |
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| Raymond James & Associates | 218k | $4.5M | 29% | Mar 2024 |
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| Seascape Capital Management | 207k | $4.2M | 27% | Mar 2024 |
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| Krilogy Financial | 206k | $4.2M | -1% | Mar 2024 |
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| 4Thought Financial Group | 203k | $4.2M | 15% | Mar 2024 |
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| Sandy Spring Bank | 195k | $4.0M | 16% | Mar 2024 |
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| Us Bancorp | 186k | $3.8M | 100% | Mar 2024 |
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| Kestra Advisory Services | 164k | $3.4M | 100% | Dec 2023 |
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| Signature Wealth Management Group | 156k | $3.1M | 18% | Mar 2024 |
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| LPL Financial | 145k | $3.0M | 78% | Mar 2024 |
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| REDW Stanley Financial Advisors | 141k | $2.9M | 12% | Mar 2024 |
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| Neuberger Berman Group | 136k | $2.8M | 100% | Mar 2024 |
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| MCF Advisors | 134k | $2.7M | 4% | Mar 2024 |
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| Benjamin F. Edwards & Company | 132k | $2.7M | 4% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 130k | $2.7M | 7603% | Mar 2024 |
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| Envestnet Asset Management | 128k | $2.6M | 84% | Mar 2024 |
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| Garrett Investment Advisors | 126k | $2.6M | -15% | Mar 2024 |
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| Parallel Advisors | 126k | $2.6M | 75% | Mar 2024 |
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| Precedent Wealth Partners | 116k | $2.4M | 15% | Mar 2024 |
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| Archford Capital Strategies | 111k | $2.3M | 5% | Mar 2024 |
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| Peloton Wealth Strategists | 109k | $2.2M | 6% | Mar 2024 |
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| CWM | 102k | $2.1M | 28% | Mar 2024 |
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| Stratos Wealth Partners | 102k | $2.1M | 252% | Mar 2024 |
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| Probity Advisors | 87k | $1.8M | 86% | Mar 2024 |
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| United Capital Financial Advisers | 77k | $1.6M | -1% | Mar 2024 |
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| Quantum Financial Advisors | 73k | $1.5M | 100% | Mar 2024 |
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| Jane Street | 72k | $1.5M | 2% | Mar 2024 |
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| Susquehanna International | 70k | $1.4M | 100% | Mar 2024 |
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| Ironwood Wealth Management | 70k | $1.4M | 57% | Mar 2024 |
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| Adirondack Trust | 68k | $1.4M | 8% | Mar 2024 |
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| Fortis Capital Management | 67k | $1.4M | 5% | Mar 2024 |
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| Mariner Wealth Advisors | 59k | $1.2M | 180% | Mar 2024 |
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| McGlone Suttner Wealth Management | 56k | $1.2M | 79% | Mar 2024 |
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| Paradigm, Strategies in Wealth Management | 54k | $1.1M | 396% | Mar 2024 |
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| Coldstream Capital Management | 52k | $1.1M | 240% | Dec 2023 |
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| Little House Capital | 50k | $1.0M | -15% | Mar 2024 |
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| Beacon Pointe Advisors | 50k | $1.0M | 358% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 48k | $977k | 29% | Mar 2024 |
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| Stonebrook Private | 47k | $968k | 71% | Mar 2024 |
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| Moseley Investment Management | 47k | $953k | 149% | Mar 2024 |
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| Mendota Financial Group | 42k | $868k | 52% | Mar 2024 |
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| Lincoln National | 38k | $785k | 100% | Mar 2024 |
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| CliftonLarsonAllen Wealth Advisors | 38k | $778k | 3% | Mar 2024 |
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| Captrust Financial Advisors | 36k | $746k | -1% | Mar 2024 |
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| Gradient Capital Advisors | 33k | $673k | 25% | Mar 2024 |
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| Segment Wealth Management | 30k | $604k | 62% | Mar 2024 |
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| Koesten, Hirschmann & Crabtree | 28k | $587k | 100% | Dec 2023 |
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| Timber Creek Capital Management | 27k | $543k | 3% | Mar 2024 |
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| Brian McDonald | 27k | $542k | 184% | Mar 2024 |
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| Brookstone Capital Management | 26k | $529k | 100% | Mar 2024 |
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| Benjamin Edwards | 25k | $520k | -10% | Mar 2024 |
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| Mutual Advisors | 25k | $511k | 99% | Mar 2024 |
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| Bank of New Hampshire | 25k | $517k | 16% | Dec 2023 |
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| Stokes Family Office | 23k | $476k | 10% | Mar 2024 |
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| Spectrum Wealth Counsel | 23k | $475k | 0% | Mar 2024 |
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| Associated Banc- | 22k | $448k | 100% | Mar 2024 |
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| Integrated Wealth Concepts | 22k | $446k | 64% | Mar 2024 |
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| Stifel Financial | 19k | $395k | 100% | Mar 2024 |
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| Lyell Wealth Management | 19k | $395k | 51% | Mar 2024 |
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| Citadel Advisors | 19k | $383k | -88% | Mar 2024 |
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| MONECO Advisors | 18k | $370k | 0% | Mar 2024 |
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| Dorsey & Whitney Trust Company | 18k | $359k | 0% | Mar 2024 |
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| Sowell Financial Services | 17k | $346k | 100% | Mar 2024 |
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| Executive Wealth Management | 16k | $333k | 100% | Mar 2024 |
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| Safeguard Financial | 16k | $324k | 100% | Mar 2024 |
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| Montecito Bank & Trust | 15k | $306k | 100% | Mar 2024 |
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| H D Vest Advisory Services | 14k | $288k | 41% | Mar 2024 |
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| Cherry Tree Wealth Management | 14k | $280k | 3444% | Mar 2024 |
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| Scotia Capital | 12k | $247k | 100% | Dec 2023 |
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| IFP Advisors | 11k | $238k | 548% | Dec 2023 |
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| PFG Private Wealth Management | 11k | $228k | -96% | Mar 2024 |
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| Roble, Belko & Company | 10k | $210k | 38% | Mar 2024 |
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| Johnson Bixby & Associates | 9.8k | $201k | 1% | Mar 2024 |
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| M3 Advisory Group | 9.8k | $201k | 100% | Mar 2024 |
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| Syntegra Private Wealth Group | 9.8k | $200k | 100% | Mar 2024 |
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| Addison Advisors | 7.1k | $145k | 83% | Mar 2024 |
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| Advisor Group Holdings | 5.8k | $118k | 0% | Mar 2024 |
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| Harbour Investments | 5.0k | $103k | 2% | Dec 2023 |
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| Element Wealth | 4.9k | $100k | 0% | Mar 2024 |
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| Central Trust & Investment | 3.0k | $62k | -12% | Mar 2024 |
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| Steward Partners Investment Advisory | 2.5k | $52k | 0% | Mar 2024 |
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| Trust | 2.4k | $50k | 100% | Mar 2024 |
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| Princeton Global Asset Management | 2.1k | $44k | 100% | Mar 2024 |
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| Bradley & Co. Private Wealth Management | 1.7k | $34k | 0% | Mar 2024 |
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| BlackRock | 1.4k | $30k | 2473% | Mar 2024 |
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| Capital Analysts | 1.3k | $27k | 0% | Mar 2024 |
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| Private Trust Co Na | 1.3k | $26k | 0% | Mar 2024 |
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| Principal Securities | 1.3k | $26k | 550% | Mar 2024 |
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| Hanson McClain Advisors | 1.0k | $21k | 0% | Mar 2024 |
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| Coconut Grove Bank | 475.00 | $9.7k | 0% | Mar 2024 |
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| Pnc Financial Services | 30.00 | $615.000000 | 100% | Mar 2024 |
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Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Goldman Sachs Group | Dec 2023 | 110k | $2.3M |
| FinTrust Capital Advisors | Sep 2023 | 4.4k | $86k |
| Headinvest | Sep 2023 | 120.00 | $2.3k |