Who owns ISHARES TR?
- Ticker: IBHG
- CUSIP Number: 46436e478
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 |
|---|---|---|---|---|---|
| Commonwealth Equity Services | 430k | $9.6M | 0% | Mar 2024 |
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| Commonwealth Financial Services | 291k | $6.5M | 58% | Dec 2023 |
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| Bank of America Corporation | 128k | $2.8M | 19% | Mar 2024 |
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| LPL Financial | 110k | $2.4M | 908% | Mar 2024 |
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| LBMC Investment Advisors | 109k | $2.4M | 100% | Mar 2024 |
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| Morgan Stanley | 92k | $2.5M | 610% | Mar 2024 |
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| Goss Wealth Management | 82k | $1.8M | -1% | Mar 2024 |
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| Robertson Stephens Wealth Management | 78k | $1.7M | 14% | Mar 2024 |
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| Flow Traders US | 64k | $1.4M | -11% | Mar 2024 |
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| Straight Path Wealth Management | 57k | $1.3M | 14% | Mar 2024 |
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| Lido Advisors | 54k | $1.2M | 28% | Mar 2024 |
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| IFP Advisors | 49k | $1.1M | 12% | Dec 2023 |
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| Thoroughbred Financial Services | 42k | $937k | -9% | Mar 2024 |
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| Integrated Wealth Concepts | 42k | $930k | 88% | Mar 2024 |
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| Raymond James & Associates | 36k | $806k | 2% | Mar 2024 |
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| Wrapmanager | 35k | $787k | 27% | Mar 2024 |
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| Jane Street | 31k | $696k | 100% | Mar 2024 |
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| M3 Advisory Group | 28k | $631k | 100% | Mar 2024 |
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| Advisor Group Holdings | 27k | $598k | 46% | Mar 2024 |
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| Wells Fargo & Company | 27k | $595k | 58% | Mar 2024 |
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| Royal Bank of Canada | 26k | $573k | 6% | Mar 2024 |
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| GAMMA Investing | 25k | $552k | 100% | Mar 2024 |
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| Cambridge Investment Research Advisors | 24k | $538k | 37% | Mar 2024 |
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| Ironwood Wealth Management | 24k | $525k | 6% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 21k | $456k | 444% | Mar 2024 |
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| Sightline Wealth Advisors | 15k | $338k | 2% | Mar 2024 |
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| Global Retirement Partners | 15k | $325k | 0% | Mar 2024 |
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| Austin Private Wealth | 13k | $292k | 100% | Mar 2024 |
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| Mutual Advisors | 13k | $285k | 100% | Mar 2024 |
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| PFG Investments | 13k | $282k | 100% | Mar 2024 |
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| Consolidated Portfolio Review Corp | 13k | $282k | 100% | Mar 2024 |
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| Marble Harbor Investment Counsel | 12k | $267k | 100% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 11k | $233k | 0% | Mar 2024 |
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| Bbjs Financial Advisors | 10k | $230k | 0% | Mar 2024 |
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| Lincoln National | 10k | $226k | 100% | Mar 2024 |
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| BSW Wealth Partners | 9.0k | $201k | 100% | Mar 2024 |
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| Evermay Wealth Management | 5.0k | $111k | 100% | Dec 2023 |
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| CWM | 2.7k | $59k | 0% | Mar 2024 |
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| Newbridge Financial Services Group | 1.6k | $35k | 100% | Mar 2024 |
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| Bank Of Montreal | 1.4k | $32k | 100% | Mar 2024 |
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| Principal Securities | 902.00 | $20k | 0% | Mar 2024 |
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| Moisand Fitzgerald Tamayo | 800.00 | $18k | 0% | Mar 2024 |
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| Bradley & Co. Private Wealth Management | 315.00 | $7.0k | 0% | Mar 2024 |
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| Cherry Tree Wealth Management | 225.00 | $5.0k | 100% | Mar 2024 |
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Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| BlackRock | Sep 2023 | 235k | $5.1M |