Who owns ISHARES TR?
- Ticker: DMXF
- CUSIP Number: 46436e759
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 |
|---|---|---|---|---|---|
| Envestnet Asset Management | 1.6M | $112M | 6% | Mar 2024 |
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| BlackRock | 922k | $63M | -12% | Mar 2024 |
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| Envestnet Portfolio Solutions | 496k | $34M | 0% | Mar 2024 |
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| Jpmorgan Chase & Co | 179k | $12M | 9% | Mar 2024 |
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| Hanson McClain Advisors | 171k | $12M | 7% | Mar 2024 |
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| SigFig Wealth Management | 165k | $11M | 12% | Mar 2024 |
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| LPL Financial | 147k | $10M | 44% | Mar 2024 |
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| Park Avenue Securities | 145k | $9.8M | 4% | Mar 2024 |
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| Adviser Investments | 96k | $6.6M | 0% | Mar 2024 |
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| Balanced Rock Investment Advisors | 94k | $6.4M | 100% | Mar 2024 |
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| Invera Wealth Advisors | 69k | $4.5M | 1% | Mar 2024 |
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| Sei Investments | 64k | $4.4M | 100% | Mar 2024 |
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| Financial Connections Group | 61k | $4.1M | 8% | Mar 2024 |
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| Jane Street | 58k | $3.9M | -12% | Mar 2024 |
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| Thrivent Financial for Lutherans | 56k | $3.8M | 7% | Mar 2024 |
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| HighTower Advisors | 56k | $3.8M | 5% | Mar 2024 |
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| UBS Group | 56k | $3.8M | 2% | Mar 2024 |
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| One Wealth Advisors | 51k | $3.5M | -15% | Mar 2024 |
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| Klaas Financial Asset Advisors | 49k | $3.3M | 4% | Mar 2024 |
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| Accredited Investors | 48k | $3.3M | 1% | Mar 2024 |
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| Walkner Condon Financial Advisors | 46k | $3.2M | 0% | Mar 2024 |
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| TD Waterhouse Canada | 44k | $2.9M | 0% | Mar 2024 |
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| Atlantic Private Wealth | 43k | $2.9M | 0% | Mar 2024 |
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| Royal Bank of Canada | 40k | $2.7M | 8% | Mar 2024 |
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| Atria Wealth Solutions | 38k | $2.6M | -2% | Mar 2024 |
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| Values Added Financial | 35k | $2.4M | -1% | Mar 2024 |
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| Fiera Capital Corporation | 34k | $2.3M | 31% | Mar 2024 |
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| SageView Advisory Group | 30k | $1.4M | 100% | Mar 2024 |
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| CI Private Wealth | 30k | $2.0M | -1% | Mar 2024 |
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| Janney Montgomery Scott | 28k | $1.9M | 34% | Mar 2024 |
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| Assetmark | 28k | $1.9M | 11% | Mar 2024 |
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| Regatta Capital Group | 27k | $1.9M | 100% | Mar 2024 |
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| Integrated Wealth Concepts | 27k | $1.8M | -6% | Mar 2024 |
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| Grubman Wealth Management | 26k | $1.7M | -2% | Dec 2023 |
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| Albion Financial Group | 26k | $1.8M | 6% | Mar 2024 |
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| Cambridge Investment Research Advisors | 25k | $1.7M | 10% | Mar 2024 |
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| Equita Financial Network | 25k | $1.7M | 41% | Mar 2024 |
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| United Capital Financial Advisers | 25k | $1.7M | 1% | Mar 2024 |
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| Horst & Graben Wealth Management | 24k | $1.6M | 4% | Mar 2024 |
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| Dohj | 23k | $1.6M | 100% | Mar 2024 |
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| Opes Wealth Management | 22k | $1.5M | -6% | Mar 2024 |
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| Sharkey, Howes & Javer | 21k | $1.4M | 0% | Mar 2024 |
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| Atwater Malick | 21k | $1.4M | 8% | Mar 2024 |
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| Bank of America Corporation | 20k | $1.4M | -60% | Mar 2024 |
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| FMR | 20k | $1.3M | 103% | Mar 2024 |
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| Advisor Group Holdings | 19k | $1.3M | -86% | Mar 2024 |
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| Commonwealth Equity Services | 19k | $1.3M | 7% | Mar 2024 |
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| Halbert Hargrove Global Advisors | 19k | $1.3M | 2% | Mar 2024 |
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| Plan | 18k | $1.2M | 0% | Dec 2023 |
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| Steward Partners Investment Advisory | 18k | $1.3M | 9% | Mar 2024 |
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| Gould Asset Management | 18k | $1.2M | 29% | Mar 2024 |
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| Wade Financial Advisory | 18k | $1.1M | 0% | Dec 2023 |
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| Wealthsource Partners | 16k | $1.0M | -5% | Dec 2023 |
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| Congress Wealth Management LLC / DE / | 15k | $1.0M | -1% | Mar 2024 |
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| Prudential | 15k | $1.0M | 0% | Mar 2024 |
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| JMG Financial Group | 14k | $961k | 18% | Mar 2024 |
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| Lazard Asset Management | 14k | $882k | 0% | Dec 2023 |
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| Creative Planning | 14k | $933k | 65% | Mar 2024 |
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| Wells Fargo & Company | 14k | $923k | 8% | Mar 2024 |
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| Bank of New York Mellon | 13k | $914k | 6% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 13k | $901k | 47% | Mar 2024 |
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| VERITY Wealth Advisors | 13k | $875k | 28% | Mar 2024 |
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| Pathstone Holdings | 12k | $843k | 4% | Mar 2024 |
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| Crestone Asset Management | 12k | $843k | 14% | Mar 2024 |
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| TCWP | 12k | $768k | -21% | Dec 2023 |
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| We Are One Seven | 12k | $768k | 100% | Dec 2023 |
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| Austin Private Wealth | 12k | $814k | 10% | Mar 2024 |
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| Skyline Advisors | 12k | $804k | 3% | Mar 2024 |
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| Wealth Alliance | 11k | $777k | 5% | Mar 2024 |
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| Leonard Rickey Investment Advisors P | 11k | $744k | -2% | Mar 2024 |
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| Resources Investment Advisors | 11k | $742k | -28% | Mar 2024 |
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| Diversify Advisory Services | 11k | $738k | 100% | Mar 2024 |
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| Revolve Wealth Partners | 11k | $724k | 39% | Mar 2024 |
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| Dfpg Investments | 11k | $660k | -6% | Dec 2023 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 10k | $692k | 0% | Mar 2024 |
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| Hart & Patterson Financial Group | 9.3k | $636k | 69% | Mar 2024 |
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| H D Vest Advisory Services | 9.2k | $624k | 15% | Mar 2024 |
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| Diversified Trust Company | 8.8k | $597k | 2% | Mar 2024 |
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| Kestra Advisory Services | 8.8k | $559k | -3% | Dec 2023 |
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| Moors & Cabot | 8.7k | $592k | -1% | Mar 2024 |
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| Stratos Wealth Partners | 8.3k | $565k | -8% | Mar 2024 |
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| Snowden Capital Advisors | 8.0k | $548k | 8% | Mar 2024 |
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| MA Private Wealth | 8.0k | $547k | 0% | Mar 2024 |
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| Financial Gravity Wealth | 7.7k | $105k | 0% | Dec 2023 |
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| Pensionmark Financial Group | 7.7k | $523k | 3% | Mar 2024 |
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| Franklin Resources | 7.6k | $521k | 100% | Mar 2024 |
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| Regal Investment Advisors | 7.5k | $508k | 4% | Mar 2024 |
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| Mount Yale Investment Advisors | 7.2k | $490k | 7% | Mar 2024 |
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| Aptus Capital Advisors | 6.9k | $470k | 30% | Mar 2024 |
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| Optas | 6.8k | $463k | -11% | Mar 2024 |
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| Orion Portfolio Solutions | 6.6k | $448k | 14% | Mar 2024 |
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| Main Street Financial Solutions | 6.5k | $443k | -2% | Mar 2024 |
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| Betterment | 6.4k | $438k | -1% | Mar 2024 |
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| Townsquare Capital | 6.2k | $419k | 13% | Mar 2024 |
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| FTB Advisors | 6.0k | $406k | 0% | Mar 2024 |
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| Strategic Blueprint | 5.7k | $391k | 3% | Mar 2024 |
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| Agf Management | 5.7k | $388k | -5% | Mar 2024 |
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| Keystone Financial Services | 5.6k | $360k | 13% | Dec 2023 |
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| Eqis Capital Management | 5.6k | $383k | 100% | Mar 2024 |
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| One Wealth Management Investment & Advisory Services | 5.6k | $382k | 2% | Mar 2024 |
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| Lincoln National | 5.6k | $381k | 57% | Mar 2024 |
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| Wrapmanager | 5.6k | $379k | -7% | Mar 2024 |
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| Johnson Bixby & Associates | 5.5k | $375k | -6% | Mar 2024 |
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| Pathway Financial Advisors | 5.2k | $357k | -18% | Mar 2024 |
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| CWM | 5.1k | $351k | -42% | Mar 2024 |
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| Raymond James Financial Services Advisors | 5.1k | $348k | 9% | Mar 2024 |
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| Monterey Private Wealth | 5.1k | $348k | 0% | Mar 2024 |
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| Stratos Wealth Advisors | 5.0k | $343k | 1% | Mar 2024 |
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| Aire Advisors | 5.0k | $341k | 0% | Mar 2024 |
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| Patriot Financial Group Insurance Agency | 5.0k | $339k | -6% | Mar 2024 |
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| Perigon Wealth Management | 5.0k | $339k | 20% | Mar 2024 |
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| Farther Finance Advisors | 4.9k | $336k | 1% | Mar 2024 |
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| Magnus Financial Group | 4.3k | $294k | 100% | Mar 2024 |
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| Proequities | 4.1k | $282M | 28% | Mar 2024 |
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| Concentric Wealth Management | 4.0k | $274k | 100% | Mar 2024 |
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| West Wealth Group | 4.0k | $274k | 2% | Mar 2024 |
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| National Asset Management | 3.9k | $247k | -40% | Dec 2023 |
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| Citadel Advisors | 3.7k | $252k | 100% | Mar 2024 |
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| Venturi Wealth Management | 3.6k | $246k | 2% | Mar 2024 |
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| CoreCap Advisors | 3.6k | $229k | -5% | Dec 2023 |
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| Ascent Group | 3.4k | $234k | -2% | Mar 2024 |
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| Buttonwood Financial Group | 3.4k | $233k | 100% | Mar 2024 |
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| Aurum Wealth Management Group | 3.4k | $216k | 100% | Dec 2023 |
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| Goldman Sachs Group | 3.3k | $227k | 100% | Mar 2024 |
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| Stifel Financial | 3.3k | $222k | 100% | Mar 2024 |
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| Buck Wealth Strategies | 3.2k | $216k | 100% | Mar 2024 |
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| UMA Financial Services | 3.1k | $202k | 100% | Mar 2024 |
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| SOA Wealth Advisors | 3.1k | $209k | 0% | Mar 2024 |
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| Kuntz Lesher Capital | 3.1k | $208k | -4% | Mar 2024 |
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| Apollon Wealth Management | 3.0k | $205k | -6% | Mar 2024 |
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| Gen-Wealth Partners | 2.7k | $185k | 100% | Mar 2024 |
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| Keener Financial Planning | 2.7k | $185k | 0% | Mar 2024 |
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| Morgan Stanley | 2.5k | $170k | 75% | Mar 2024 |
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| Spire Wealth Management | 2.4k | $166k | -9% | Mar 2024 |
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| Milestone Investment Advisors | 2.4k | $151k | 0% | Dec 2023 |
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| Harbour Investments | 2.2k | $140k | 18% | Dec 2023 |
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| Capital Analysts | 1.8k | $125k | 31% | Mar 2024 |
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| Sugarloaf Wealth Management | 1.6k | $112k | 7% | Mar 2024 |
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| Creative Financial Designs | 1.6k | $106k | 0% | Mar 2024 |
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| Principal Securities | 1.4k | $92k | 0% | Mar 2024 |
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| Brian McDonald | 1.3k | $90k | 5% | Mar 2024 |
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| JFS Wealth Advisors | 1.3k | $86k | 2% | Mar 2024 |
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| Joel R Mogy Investment Counsel | 1.2k | $80k | 100% | Mar 2024 |
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| Trust Co Of Vermont | 1.2k | $80k | 100% | Mar 2024 |
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| Bank Of Montreal | 866.00 | $59k | -89% | Mar 2024 |
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| Continuum Advisory | 813.00 | $55k | 100% | Mar 2024 |
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| EverSource Wealth Advisors | 769.00 | $49k | 0% | Mar 2024 |
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| National Bank Of Canada /fi/ | 679.00 | $43k | 0% | Dec 2023 |
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| Oliver Lagore Vanvalin Investment Group | 662.00 | $45k | 7% | Mar 2024 |
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| AdvisorNet Financial | 634.00 | $43k | 7% | Mar 2024 |
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Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Flow Traders US | Dec 2023 | 27k | $1.7M |
| Shotwell Rutter Baer | Dec 2023 | 17k | $1.1M |
| Carnegie Capital Asset Management | Dec 2023 | 14k | $863k |
| AE Wealth Management | Dec 2023 | 7.0k | $452k |
| Richard Bernstein Advisors | Sep 2023 | 7.0k | $399k |
| Coldstream Capital Management | Sep 2023 | 6.3k | $359k |
| Private Trust Co Na | Dec 2023 | 5.1k | $323k |
| 5th Street Advisors | Dec 2023 | 5.0k | $321k |
| Bp Wealth Management | Dec 2023 | 3.8k | $245k |
| Raymond James & Associates | Dec 2023 | 3.6k | $231k |
| Goodwin Investment Advisory | Dec 2023 | 3.4k | $217k |
| Advisory Services Network | Dec 2023 | 2.0k | $130k |