Who owns ISHARES TR?
- Ticker: IBDY
- CUSIP Number: 46436e130
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 |
|---|---|---|---|---|---|
| Gateway Advisory | 1.5M | $39M | 5% | Mar 2024 |
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| Capital Investment Advisors | 1.2M | $29M | 25% | Mar 2024 |
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| First Interstate Bank | 976k | $25M | 30% | Mar 2024 |
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| Golub Group | 902k | $23M | 100% | Mar 2024 |
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| Envision Financial Planning | 575k | $15M | 7% | Mar 2024 |
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| Morgan Stanley | 502k | $13M | 116% | Mar 2024 |
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| MV Capital Management | 477k | $12M | 100% | Mar 2024 |
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| Wells Fargo & Company | 399k | $10M | 287% | Mar 2024 |
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| Aptus Capital Advisors | 354k | $9.0M | 100% | Mar 2024 |
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| Instrumental Wealth | 310k | $7.9M | 100% | Dec 2023 |
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| Arrow Financial Corp. | 238k | $6.2M | 3082% | Dec 2023 |
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| Jane Street | 218k | $5.5M | 2% | Mar 2024 |
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| UBS Group | 212k | $5.4M | 388% | Mar 2024 |
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| Guidance Point Advisors | 179k | $4.6M | 100% | Mar 2024 |
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| James Investment Research | 176k | $4.5M | 757% | Mar 2024 |
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| Commonwealth Equity Services | 156k | $4.0M | 45% | Mar 2024 |
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| Krilogy Financial | 154k | $3.9M | 100% | Mar 2024 |
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| 4Thought Financial Group | 150k | $3.8M | 7% | Mar 2024 |
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| Us Bancorp | 138k | $3.5M | 100% | Mar 2024 |
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| Royal Bank of Canada | 128k | $3.3M | 4326% | Mar 2024 |
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| Evergreen Private Wealth | 114k | $2.9M | 100% | Mar 2024 |
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| Benjamin F. Edwards & Company | 110k | $2.8M | 4% | Mar 2024 |
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| Venture Visionary Partners | 98k | $2.5M | 0% | Mar 2024 |
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| Sandy Spring Bank | 94k | $2.4M | 39% | Mar 2024 |
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| Parallel Advisors | 90k | $2.3M | 77% | Mar 2024 |
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| Raymond James & Associates | 76k | $1.9M | 48% | Mar 2024 |
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| McGlone Suttner Wealth Management | 75k | $1.9M | 9% | Mar 2024 |
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| Archford Capital Strategies | 70k | $1.8M | -1% | Mar 2024 |
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| Probity Advisors | 70k | $1.8M | 87% | Mar 2024 |
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| Envestnet Asset Management | 69k | $1.8M | 100% | Mar 2024 |
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| MCF Advisors | 65k | $1.7M | 12% | Mar 2024 |
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| Bank of America Corporation | 62k | $1.6M | -88% | Mar 2024 |
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| Panoramic Investment Advisors | 62k | $1.6M | 112% | Mar 2024 |
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| Susquehanna International | 51k | $1.3M | 100% | Mar 2024 |
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| Mariner Wealth Advisors | 48k | $1.2M | 191% | Mar 2024 |
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| Stonebrook Private | 38k | $967k | 70% | Mar 2024 |
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| Stony Point Wealth Management | 38k | $961k | 100% | Mar 2024 |
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| Little House Capital | 36k | $927k | 100% | Mar 2024 |
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| Citadel Advisors | 33k | $842k | -41% | Mar 2024 |
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| Coldstream Capital Management | 28k | $716k | 100% | Dec 2023 |
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| Raymond James Financial Services Advisors | 27k | $676k | 7% | Mar 2024 |
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| Captrust Financial Advisors | 26k | $660k | 8% | Mar 2024 |
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| Benjamin Edwards | 21k | $545k | -9% | Mar 2024 |
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| LPL Financial | 21k | $533k | 100% | Mar 2024 |
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| CliftonLarsonAllen Wealth Advisors | 21k | $530k | 81% | Mar 2024 |
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| United Capital Financial Advisers | 20k | $514k | 3% | Mar 2024 |
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| BKD Wealth Advisors | 19k | $494k | 25% | Mar 2024 |
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| Lincoln National | 18k | $457k | 100% | Mar 2024 |
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| Stifel Financial | 18k | $452k | 100% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 17k | $420k | 100% | Mar 2024 |
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| Lido Advisors | 16k | $407k | 100% | Mar 2024 |
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| Associated Banc- | 16k | $405k | 100% | Mar 2024 |
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| Mutual Advisors | 12k | $307k | 100% | Mar 2024 |
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| J.w. Cole Advisors | 12k | $300k | -62% | Mar 2024 |
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| Montecito Bank & Trust | 12k | $299k | 100% | Mar 2024 |
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| H D Vest Advisory Services | 11k | $291k | 42% | Mar 2024 |
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| REDW Stanley Financial Advisors | 11k | $278k | 100% | Mar 2024 |
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| Executive Wealth Management | 10k | $258k | 100% | Mar 2024 |
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| Segment Wealth Management | 9.5k | $242k | 100% | Mar 2024 |
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| Ellis Investment Partners | 8.4k | $215k | 3% | Mar 2024 |
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| Addison Advisors | 8.3k | $211k | 100% | Mar 2024 |
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| Brian McDonald | 7.1k | $181k | 100% | Mar 2024 |
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| Koesten, Hirschmann & Crabtree | 5.0k | $129k | 100% | Dec 2023 |
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| IFP Advisors | 3.7k | $96k | 100% | Dec 2023 |
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| Adirondack Trust | 3.3k | $84k | 5463% | Mar 2024 |
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| Central Trust & Investment | 1.2k | $30k | 54% | Mar 2024 |
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| BlackRock | 1.2k | $30k | 100% | Mar 2024 |
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| Goss Wealth Management | 614.00 | $16k | 100% | Mar 2024 |
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| Advisor Group Holdings | 336.00 | $8.6k | 100% | Mar 2024 |
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| Pnc Financial Services | 24.00 | $612.000000 | 100% | Mar 2024 |
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Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| HighTower Advisors | Dec 2023 | 53k | $1.4M |
| Headinvest | Sep 2023 | 100.00 | $2.4k |