Who owns ISHARES TR?
- Ticker: USXF
- CUSIP Number: 46436e767
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 | 4.5M | $203M | -1% | Mar 2024 |
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| BlackRock | 2.7M | $121M | -10% | Mar 2024 |
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| Envestnet Portfolio Solutions | 1.4M | $61M | -4% | Mar 2024 |
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| SigFig Wealth Management | 558k | $25M | 10% | Mar 2024 |
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| Adviser Investments | 555k | $25M | -1% | Mar 2024 |
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| LPL Financial | 457k | $21M | 34% | Mar 2024 |
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| Jpmorgan Chase & Co | 443k | $20M | 9% | Mar 2024 |
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| Park Avenue Securities | 391k | $18M | -1% | Mar 2024 |
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| Mackenzie Financial | 335k | $15M | -1% | Mar 2024 |
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| Hanson McClain Advisors | 289k | $13M | 3% | Mar 2024 |
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| Balanced Rock Investment Advisors | 194k | $8.7M | 100% | Mar 2024 |
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| Financial Connections Group | 184k | $8.3M | 3% | Mar 2024 |
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| Sei Investments | 171k | $7.7M | 100% | Mar 2024 |
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| Invera Wealth Advisors | 167k | $7.0M | -1% | Mar 2024 |
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| Spinnaker Trust | 164k | $7.4M | -3% | Mar 2024 |
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| Thrivent Financial for Lutherans | 135k | $6.1M | 1% | Mar 2024 |
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| Federation des caisses Desjardins du Quebec | 133k | $6.0M | 100% | Mar 2024 |
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| Atria Wealth Solutions | 132k | $6.0M | 8% | Mar 2024 |
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| Royal Bank of Canada | 121k | $5.4M | 0% | Mar 2024 |
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| One Wealth Advisors | 117k | $5.3M | 4% | Mar 2024 |
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| Retirement Capital Strategies | 112k | $5.1M | 974% | Mar 2024 |
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| Walkner Condon Financial Advisors | 104k | $4.7M | -2% | Mar 2024 |
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| HPM Partners | 100k | $4.5M | 123% | Mar 2024 |
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| Optas | 80k | $3.6M | -2% | Mar 2024 |
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| Fiera Capital Corporation | 78k | $3.5M | 24% | Mar 2024 |
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| Janney Montgomery Scott | 75k | $3.4M | 28% | Mar 2024 |
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| Assetmark | 75k | $3.4M | 8% | Mar 2024 |
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| Morgan Stanley | 74k | $3.3M | 678% | Mar 2024 |
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| United Capital Financial Advisers | 71k | $3.2M | -2% | Mar 2024 |
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| GenWealth Group | 68k | $3.1M | -4% | Mar 2024 |
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| Horst & Graben Wealth Management | 68k | $3.1M | -2% | Mar 2024 |
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| Accredited Investors | 64k | $2.9M | -3% | Mar 2024 |
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| Goldman Sachs Group | 64k | $2.9M | -39% | Mar 2024 |
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| Regatta Capital Group | 63k | $2.9M | 100% | Mar 2024 |
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| Advisor Group Holdings | 62k | $2.8M | -85% | Mar 2024 |
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| SageView Advisory Group | 61k | $1.5M | 100% | Mar 2024 |
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| Crestone Asset Management | 60k | $2.7M | 4% | Mar 2024 |
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| Sharkey, Howes & Javer | 58k | $2.6M | -8% | Mar 2024 |
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| Commonwealth Equity Services | 57k | $2.6M | -4% | Mar 2024 |
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| Integrated Wealth Concepts | 53k | $2.4M | 5% | Mar 2024 |
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| Bank of America Corporation | 49k | $2.2M | 3% | Mar 2024 |
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| Steward Partners Investment Advisory | 47k | $2.1M | -1% | Mar 2024 |
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| Cambridge Investment Research Advisors | 47k | $2.1M | 19% | Mar 2024 |
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| Atwater Malick | 47k | $2.1M | 28% | Mar 2024 |
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| Wealthsource Partners | 45k | $1.8M | -8% | Dec 2023 |
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| Gould Asset Management | 43k | $1.9M | 29% | Mar 2024 |
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| Opes Wealth Management | 38k | $1.7M | -4% | Mar 2024 |
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| Bank of New York Mellon | 36k | $1.6M | 1% | Mar 2024 |
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| Wells Fargo & Company | 33k | $1.5M | 16% | Mar 2024 |
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| Stratos Wealth Partners | 33k | $1.5M | -1% | Mar 2024 |
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| Diversify Advisory Services | 33k | $1.5M | 100% | Mar 2024 |
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| Equita Financial Network | 32k | $1.5M | 17% | Mar 2024 |
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| Dfpg Investments | 31k | $1.2M | -7% | Dec 2023 |
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| Sigma Planning | 31k | $1.4M | 100% | Mar 2024 |
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| Kestra Advisory Services | 30k | $1.2M | -1% | Dec 2023 |
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| Skyline Advisors | 29k | $1.3M | -2% | Mar 2024 |
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| Halbert Hargrove Global Advisors | 29k | $1.3M | 1% | Mar 2024 |
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| H D Vest Advisory Services | 29k | $1.3M | 23% | Mar 2024 |
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| TD Waterhouse Canada | 28k | $1.3M | 0% | Mar 2024 |
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| Austin Private Wealth | 27k | $1.2M | 6% | Mar 2024 |
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| Kuntz Lesher Capital | 27k | $1.2M | -7% | Mar 2024 |
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| VERITY Wealth Advisors | 26k | $1.2M | 12% | Mar 2024 |
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| Hart & Patterson Financial Group | 25k | $1.1M | 64% | Mar 2024 |
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| TCWP | 25k | $988k | -1% | Dec 2023 |
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| We Are One Seven | 25k | $988k | 100% | Dec 2023 |
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| FTB Advisors | 24k | $1.1M | -2% | Mar 2024 |
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| Sandbox Financial Partners | 24k | $1.1M | -5% | Mar 2024 |
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| International Assets Investment Management | 24k | $1.1M | -16% | Mar 2024 |
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| MA Private Wealth | 23k | $1.1M | 0% | Mar 2024 |
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| Diversified Trust Company | 23k | $1.1M | -6% | Mar 2024 |
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| Wealth Alliance | 23k | $1.0M | 0% | Mar 2024 |
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| Orion Portfolio Solutions | 23k | $1.0M | 40% | Mar 2024 |
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| FMR | 23k | $1.0M | 7% | Mar 2024 |
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| Snowden Capital Advisors | 20k | $922k | -6% | Mar 2024 |
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| Clarius | 20k | $919k | 0% | Mar 2024 |
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| Regal Investment Advisors | 20k | $902k | -3% | Mar 2024 |
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| Mount Yale Investment Advisors | 19k | $868k | 0% | Mar 2024 |
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| F/M Investments | 19k | $854k | 7% | Mar 2024 |
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| Crew Capital Management | 19k | $854k | 7% | Mar 2024 |
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| Pensionmark Financial Group | 19k | $838k | -2% | Mar 2024 |
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| Congress Wealth Management LLC / DE / | 18k | $826k | 11% | Mar 2024 |
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| Townsquare Capital | 18k | $805k | 10% | Mar 2024 |
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| Wrapmanager | 18k | $803k | 7% | Mar 2024 |
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| One Wealth Management Investment & Advisory Services | 16k | $739k | 1% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 16k | $735k | 19% | Mar 2024 |
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| JMG Financial Group | 16k | $728k | -5% | Mar 2024 |
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| Financial Advisors | 16k | $724k | 0% | Mar 2024 |
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| Keystone Financial Services | 16k | $633k | 10% | Dec 2023 |
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| Farther Finance Advisors | 16k | $712k | 0% | Mar 2024 |
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| Strategic Blueprint | 16k | $711k | -5% | Mar 2024 |
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| Patriot Financial Group Insurance Agency | 16k | $699k | -7% | Mar 2024 |
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| Van Hulzen Asset Management | 15k | $697k | -17% | Mar 2024 |
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| CWM | 15k | $682k | 25% | Mar 2024 |
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| Aptus Capital Advisors | 15k | $657k | 16% | Mar 2024 |
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| Sowell Financial Services | 15k | $657k | 100% | Mar 2024 |
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| Stratos Wealth Advisors | 14k | $639k | -5% | Mar 2024 |
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| Aurum Wealth Management Group | 14k | $552k | 1% | Dec 2023 |
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| Lincoln National | 14k | $619k | 68% | Mar 2024 |
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| Aufman Associates | 14k | $612k | 0% | Mar 2024 |
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| Stifel Financial | 13k | $604k | 7% | Mar 2024 |
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| Perigon Wealth Management | 13k | $597k | 17% | Mar 2024 |
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| Dohj | 13k | $589k | 100% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 12k | $558k | 1% | Mar 2024 |
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| National Wealth Management Group | 12k | $480k | 28% | Dec 2023 |
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| Coldstream Capital Management | 12k | $474k | 0% | Dec 2023 |
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| Raymond James Financial Services Advisors | 12k | $535k | 4% | Mar 2024 |
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| West Wealth Group | 12k | $525k | -1% | Mar 2024 |
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| Financial Counselors | 12k | $517k | 0% | Mar 2024 |
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| Proequities | 11k | $510M | 25% | Mar 2024 |
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| UMA Financial Services | 11k | $481k | -4% | Mar 2024 |
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| Ascent Group | 11k | $503k | -3% | Mar 2024 |
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| National Asset Management | 11k | $438k | -40% | Dec 2023 |
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| CoreCap Advisors | 11k | $429k | -5% | Dec 2023 |
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| MAI Wealth Advisors | 10k | $463k | 65% | Mar 2024 |
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| Magnus Financial Group | 10k | $458k | 100% | Mar 2024 |
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| Venturi Wealth Management | 9.4k | $424k | -7% | Mar 2024 |
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| Buttonwood Financial Group | 9.1k | $410k | 29% | Mar 2024 |
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| Betterment | 8.8k | $396k | -10% | Mar 2024 |
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| Apollon Wealth Management | 8.5k | $384k | -10% | Mar 2024 |
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| Agf Management | 8.4k | $379k | 5% | Mar 2024 |
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| Buck Wealth Strategies | 8.3k | $376k | 100% | Mar 2024 |
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| Wade Financial Advisory | 8.1k | $321k | 2% | Dec 2023 |
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| UBS Group | 7.6k | $342k | -12% | Mar 2024 |
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| Wagner Bowman Management | 7.4k | $332k | 4% | Mar 2024 |
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| Gen-Wealth Partners | 7.3k | $328k | 100% | Mar 2024 |
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| Spectrum Planning & Advisory Services | 7.3k | $289k | 100% | Dec 2023 |
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| Creative Planning | 7.2k | $325k | -50% | Mar 2024 |
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| Tortoise Investment Management | 6.9k | $312k | 1% | Mar 2024 |
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| Alesco Advisors | 6.8k | $308k | -7% | Mar 2024 |
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| Monterey Private Wealth | 6.8k | $306k | 100% | Mar 2024 |
|
| Harbour Investments | 6.7k | $268k | 16% | Dec 2023 |
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| Tempus Wealth Planning | 6.7k | $301k | 12% | Mar 2024 |
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| Susquehanna International | 6.4k | $291k | -51% | Mar 2024 |
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| Advisory Services Network | 6.3k | $286k | 2% | Mar 2024 |
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| ValMark Advisers | 6.2k | $282k | 0% | Mar 2024 |
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| Raymond James & Associates | 6.1k | $277k | -72% | Mar 2024 |
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| Spire Wealth Management | 6.1k | $275k | -10% | Mar 2024 |
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| Goldstein Advisors | 6.0k | $272k | -1% | Mar 2024 |
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| AE Wealth Management | 5.9k | $264k | -71% | Mar 2024 |
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| Beacon Financial | 5.7k | $258k | -9% | Mar 2024 |
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| Theory Financial | 5.6k | $254k | 100% | Mar 2024 |
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| Baker Tilly Financial | 5.6k | $253k | -10% | Mar 2024 |
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| Wedbush Morgan Securities | 5.6k | $222k | -7% | Dec 2023 |
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| Transcend Wealth Collective | 5.5k | $250k | 100% | Mar 2024 |
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| Keel Point | 5.5k | $247k | 0% | Mar 2024 |
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| Kestra Private Wealth Services | 5.2k | $236k | 0% | Mar 2024 |
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| Claro Advisors | 5.2k | $233k | 100% | Mar 2024 |
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| Private Advisor | 5.1k | $229k | -6% | Mar 2024 |
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| JB Capital | 5.0k | $226k | 100% | Mar 2024 |
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| Mercer Global Advisors | 5.0k | $225k | -5% | Mar 2024 |
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| Pallas Capital Advisors | 4.9k | $223k | -9% | Mar 2024 |
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| U.S. Capital Wealth Advisors | 4.9k | $221k | -5% | Mar 2024 |
|
| Bank Of Montreal | 1.0k | $47k | -86% | Mar 2024 |
|
Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Shotwell Rutter Baer | Dec 2023 | 21k | $829k |
| Bp Wealth Management | Dec 2023 | 12k | $466k |
| Goodwin Investment Advisory | Dec 2023 | 9.5k | $378k |
| Mutual Advisors | Dec 2023 | 8.5k | $337k |
| Trevian Wealth Management | Dec 2023 | 7.4k | $294k |