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 | $33M | 0% | Mar 2024 |
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| Retirement Capital Strategies | 750k | $30M | 517% | Mar 2024 |
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| Becker Capital Management | 234k | $9.4M | 4% | Mar 2024 |
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| BSW Wealth Partners | 110k | $4.4M | -2% | Mar 2024 |
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| Better Money Decisions | 96k | $3.9M | 0% | Mar 2024 |
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| Wharton Business Group | 86k | $3.5M | -3% | Mar 2024 |
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| Atlantic Private Wealth | 85k | $3.4M | 0% | Mar 2024 |
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| Franklin Resources | 66k | $2.7M | 0% | Mar 2024 |
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| Raymond James Financial Services Advisors | 47k | $1.9M | 210% | Mar 2024 |
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| M^T Bank Corporation | 47k | $1.9M | 100% | Mar 2024 |
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| Bank of America Corporation | 45k | $1.8M | 63% | Mar 2024 |
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| LPL Financial | 43k | $1.7M | 218% | Mar 2024 |
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| Royal Bank of Canada | 41k | $1.6M | 136% | Mar 2024 |
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| JNBA Financial Advisors | 40k | $1.6M | 1404% | Mar 2024 |
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| Us Financial Advisors | 40k | $1.6M | 1% | Mar 2024 |
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| Jane Street | 39k | $1.6M | 100% | Mar 2024 |
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| Gould Asset Management | 38k | $1.5M | 26% | Mar 2024 |
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| Financial Council Asset Management | 33k | $1.3M | -2% | Mar 2024 |
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| Wick Capital Partners | 30k | $1.2M | -8% | Mar 2024 |
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| Susquehanna International | 30k | $1.2M | 100% | Mar 2024 |
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| Monumental Financial Group | 27k | $1.1M | 100% | Mar 2024 |
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| Cambridge Investment Research Advisors | 25k | $1.0M | -3% | Mar 2024 |
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| Envestnet Asset Management | 21k | $831k | -71% | Mar 2024 |
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| Raymond James Trust | 21k | $825k | 100% | Mar 2024 |
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| MAI Wealth Advisors | 19k | $777k | -5% | Mar 2024 |
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| Thrivent Financial for Lutherans | 18k | $713k | 1% | Mar 2024 |
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| Commonwealth Equity Services | 16k | $629k | 14% | Mar 2024 |
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| Buckingham Asset Management | 15k | $582k | 0% | Mar 2024 |
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| Tarbox | 14k | $568k | 8% | Mar 2024 |
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| Sunbelt Securities | 12k | $490k | 7% | Mar 2024 |
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| D. J. St. Germain | 12k | $421k | 100% | Dec 2023 |
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| Armor Investment Advisors | 11k | $457k | 0% | Mar 2024 |
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| Heritage Wealth Management | 11k | $441k | -2% | Mar 2024 |
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| Highland Financial Advisors | 11k | $422k | -12% | Mar 2024 |
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| Merriman Wealth Management | 10k | $411k | 7% | Mar 2024 |
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| Pathstone Holdings | 10k | $410k | 0% | Mar 2024 |
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| WCG Wealth Advisors | 10k | $408k | 0% | Mar 2024 |
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| Anderson Fisher | 10k | $407k | 17% | Mar 2024 |
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| Navalign | 9.3k | $376k | 0% | Mar 2024 |
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| Napatree Capital | 9.1k | $349k | -15% | Mar 2024 |
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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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| Magnus Financial Group | 8.0k | $322k | 100% | Mar 2024 |
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| RHS Financial | 7.8k | $314k | -12% | Mar 2024 |
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| Mariner Wealth Advisors | 7.4k | $299k | 25% | Mar 2024 |
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| Sigma Planning | 7.4k | $296k | 100% | Mar 2024 |
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| Petix & Botte | 7.0k | $283k | 100% | Mar 2024 |
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| Topel & Distasi Wealth Management | 7.0k | $283k | -7% | Mar 2024 |
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| Advisor Group Holdings | 6.8k | $273k | 94% | Mar 2024 |
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| United Capital Financial Advisers | 6.7k | $271k | 100% | Mar 2024 |
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| Leverty Financial Group | 6.7k | $270k | 0% | Mar 2024 |
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| HighTower Advisors | 6.6k | $267k | 100% | Mar 2024 |
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| Crane Advisory | 6.6k | $260k | -2% | Mar 2024 |
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| Ellenbecker Investment Group | 5.9k | $238k | 2% | Mar 2024 |
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| Monument Capital Management | 5.6k | $227k | -9% | Mar 2024 |
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| Oakmont Partners | 5.6k | $227k | 100% | Mar 2024 |
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| Townsend Asset Management Corp | 5.4k | $218k | 100% | Mar 2024 |
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| Coconut Grove Bank | 3.9k | $156k | 0% | Mar 2024 |
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| Joel R Mogy Investment Counsel | 3.4k | $135k | 100% | Mar 2024 |
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| CWM | 3.3k | $134k | -23% | Mar 2024 |
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| Harbour Investments | 2.7k | $97k | 0% | Dec 2023 |
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| Goss Wealth Management | 2.3k | $92k | 0% | Mar 2024 |
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| Private Trust Co Na | 1.5k | $61k | 0% | Mar 2024 |
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| Us Bancorp | 1.1k | $44k | -65% | Mar 2024 |
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| Principal Securities | 757.00 | $31k | 0% | Mar 2024 |
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| Spire Wealth Management | 340.00 | $14k | 18% | Mar 2024 |
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| Milestone Investment Advisors | 300.00 | $11k | 0% | Dec 2023 |
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| Smithfield Trust Company | 203.00 | $8.0k | 0% | Mar 2024 |
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| GPS Wealth Strategies Group | 200.00 | $8.1k | 100% | Mar 2024 |
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| Baystate Wealth Management | 169.00 | $6.2k | 1% | Dec 2023 |
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| UBS Group | 82.00 | $3.3k | 86% | Mar 2024 |
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| FMR | 3.00 | $120.999900 | 100% | Mar 2024 |
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| Morgan Stanley | 1.00 | $65.000000 | -99% | Mar 2024 |
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Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Branch Banking & Trust Company | Dec 2023 | 50k | $1.8M |
| New York Life Investment Management | Dec 2023 | 23k | $826k |
| Acorn Financial Advisory Services | Dec 2023 | 17k | $599k |
| Gries Financial | Sep 2023 | 9.8k | $319k |
| Sprinkle Financial Consultants | Dec 2023 | 7.3k | $265k |
| Mercer Global Advisors | Dec 2023 | 5.9k | $213k |
| AdvisorNet Financial | Dec 2023 | 1.4k | $52k |
| Focused Wealth Management | Dec 2023 | 334.00 | $12k |