Who owns ISHARES TR?
- Ticker: TLTW
- CUSIP Number: 46436e338
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 | 524k | $14M | 100% | Mar 2024 |
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| Franklin Resources | 492k | $13M | 5% | Mar 2024 |
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| Tortoise Investment Management | 383k | $10M | -1% | Mar 2024 |
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| Emerald Investment Partners | 372k | $9.9M | -31% | Mar 2024 |
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| Fortress Wealth Group | 309k | $7.8M | 12% | Mar 2024 |
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| Advisor Group Holdings | 272k | $7.3M | 56% | Mar 2024 |
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| Jane Street | 235k | $6.3M | -52% | Mar 2024 |
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| Anthracite Investment Company | 200k | $19M | 100% | Mar 2024 |
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| Retirement Group | 183k | $4.9M | 989% | Mar 2024 |
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| LPL Financial | 147k | $3.9M | -11% | Mar 2024 |
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| Susquehanna International | 123k | $3.3M | 100% | Mar 2024 |
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| Bank of America Corporation | 109k | $2.9M | 199% | Mar 2024 |
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| Elmwood Wealth Management | 95k | $2.5M | 70% | Mar 2024 |
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| NCM Capital Management | 92k | $2.5M | -2% | Mar 2024 |
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| Branch Banking & Trust Company | 73k | $1.9M | 7% | Mar 2024 |
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| Royal Bank of Canada | 73k | $1.9M | 33% | Mar 2024 |
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| Janney Montgomery Scott | 72k | $1.9M | 100% | Mar 2024 |
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| Integrated Wealth Concepts | 68k | $1.8M | 158% | Mar 2024 |
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| Atomi Financial Group | 60k | $1.6M | -13% | Mar 2024 |
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| GFG Capital | 57k | $202k | 100% | Mar 2024 |
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| Latitude Advisors | 52k | $1.4M | 37% | Mar 2024 |
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| Kestra Private Wealth Services | 35k | $945k | 100% | Mar 2024 |
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| CIBC World Markets | 35k | $931k | 95% | Mar 2024 |
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| Stifel Financial | 33k | $872k | 24% | Mar 2024 |
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| Thrivent Financial for Lutherans | 29k | $761k | 100% | Mar 2024 |
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| Regal Investment Advisors | 25k | $664k | 100% | Mar 2024 |
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| Atria Wealth Solutions | 22k | $589k | 37% | Mar 2024 |
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| Scotia Capital | 20k | $549k | 100% | Dec 2023 |
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| Zega Financial | 19k | $503k | 100% | Mar 2024 |
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| Mirae Asset Global Investments | 18k | $486k | 100% | Mar 2024 |
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| Belpointe Asset Management | 16k | $424k | 100% | Mar 2024 |
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| Fortis Capital Advisors | 16k | $424k | 97% | Mar 2024 |
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| Raymond James Financial Services Advisors | 15k | $404k | -22% | Mar 2024 |
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| Transcend Wealth Collective | 14k | $365k | 16% | Mar 2024 |
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| Goss Wealth Management | 13k | $358k | 100% | Mar 2024 |
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| HighTower Advisors | 13k | $334k | -8% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 12k | $319k | -46% | Mar 2024 |
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| Hilltop Holdings | 11k | $295k | 100% | Mar 2024 |
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| Tradition Wealth Management | 11k | $284k | 1% | Mar 2024 |
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| Cambridge Investment Research Advisors | 10k | $271k | 100% | Mar 2024 |
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| Advisory Services Network | 10k | $269k | -11% | Mar 2024 |
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| Triumph Capital Management | 10k | $264k | -1% | Mar 2024 |
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| Pasadena Private Wealth | 10k | $267k | -94% | Mar 2024 |
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| TD Waterhouse Canada | 9.1k | $235k | -2% | Mar 2024 |
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| Steele Capital Management | 9.0k | $240k | 0% | Mar 2024 |
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| Raymond James & Associates | 8.2k | $220k | -67% | Mar 2024 |
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| FSC Wealth Advisors | 7.0k | $188k | 49% | Mar 2024 |
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| Brian McDonald | 3.5k | $93k | 10% | Mar 2024 |
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| Steward Partners Investment Advisory | 2.8k | $74k | 2% | Mar 2024 |
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| Bank Of Montreal | 2.7k | $73k | 52% | Mar 2024 |
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| SRS Capital Advisors | 2.2k | $60k | -6% | Dec 2023 |
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| Clear Point Advisors | 1.0k | $27k | 100% | Mar 2024 |
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| FTB Advisors | 802.00 | $21k | 111% | Mar 2024 |
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| Morgan Stanley | 343.00 | $9.2k | 34200% | Mar 2024 |
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| Evermay Wealth Management | 158.00 | $4.3k | 100% | Dec 2023 |
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| North Star Investment Management | 112.00 | $3.0k | 100% | Mar 2024 |
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| Iron Horse Wealth Management | 100.00 | $2.7k | 0% | Mar 2024 |
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| Federation des caisses Desjardins du Quebec | 100.00 | $2.7k | 100% | Mar 2024 |
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| Jpmorgan Chase & Co | 47.00 | $1.3k | 0% | Mar 2024 |
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| Activest Wealth Management | 4.00 | $108.000000 | 100% | Mar 2024 |
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| CWM | 1.00 | $0 | 100% | Mar 2024 |
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| Wells Fargo & Company | 1.00 | $16.000000 | -50% | Mar 2024 |
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| FMR | 1.00 | $27.000000 | 100% | Mar 2024 |
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Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Hrt Financial | Dec 2023 | 16k | $432k |
| Worth Asset Management | Dec 2023 | 16k | $425k |
| Cary Street Partner Investment Advisory | Dec 2023 | 8.2k | $224k |
| Clear Creek Financial Management | Dec 2023 | 7.5k | $206k |
| Comprehensive Financial Consultants Institutional | Dec 2023 | 7.4k | $203k |
| UBS Group | Dec 2023 | 6.9k | $190k |
| Core Wealth Advisors | Sep 2023 | 6.1k | $176k |
| AdvisorNet Financial | Dec 2023 | 1.4k | $39k |
| Stonebridge Capital Advisors | Sep 2023 | 1.2k | $35k |
| Ancora Advisors | Dec 2023 | 331.00 | $9.1k |
| Pnc Financial Services | Dec 2023 | 325.00 | $8.9k |
| Capital Investment Advisory Services | Dec 2023 | 269.00 | $7.4k |