Who owns ISHARES TR?
- Ticker: XJH
- CUSIP Number: 46436e551
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 |
|---|---|---|---|---|---|
| Raymond James Financial | 529k | $21M | 14% | Mar 2025 |
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| Bank of America Corporation | 505k | $21M | 7% | Dec 2024 |
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| Eastern Bank | 327k | $13M | -13% | Mar 2025 |
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| Mariner Wealth Advisors | 253k | $9.9M | 13% | Mar 2025 |
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| Bailard | 216k | $8.4M | 2% | Mar 2025 |
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| LPL Financial | 189k | $7.4M | 87% | Mar 2025 |
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| Koss-Olinger Consulting | 149k | $5.8M | 1% | Mar 2025 |
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| Shira Ridge Wealth Management | 136k | $5.3M | 9% | Mar 2025 |
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| Litman Gregory Asset Management | 124k | $4.8M | 100% | Mar 2025 |
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| Franklin Resources | 99k | $3.9M | 0% | Mar 2025 |
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| Francis Financial | 95k | $4.0M | 13% | Dec 2024 |
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| JNBA Financial Advisors | 86k | $3.4M | 10% | Mar 2025 |
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| Commonwealth Equity Services | 77k | $3.2M | 3% | Dec 2024 |
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| Pensionmark Financial Group | 76k | $3.0M | -42% | Mar 2025 |
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| Advisory Services Network | 70k | $2.9M | 23% | Dec 2024 |
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| Dohj | 60k | $2.4M | 41% | Mar 2025 |
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| Steward Partners Investment Advisory | 54k | $2.3M | -7% | Dec 2024 |
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| HighTower Advisors | 47k | $2.0M | 38% | Dec 2024 |
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| Hilltop Wealth Advisors | 43k | $1.7M | -2% | Mar 2025 |
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| Cambridge Investment Research Advisors | 42k | $1.6M | 49% | Mar 2025 |
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| Balanced Rock Investment Advisors | 37k | $1.5M | -3% | Mar 2025 |
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| Private Advisor | 37k | $1.4M | -22% | Mar 2025 |
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| Cetera Investment Advisers | 37k | $1.5M | 11% | Dec 2024 |
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| Royal Bank of Canada | 36k | $1.4M | 2% | Mar 2025 |
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| Advisor Group Holdings | 35k | $1.4M | 72% | Mar 2025 |
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| Coldstream Capital Management | 33k | $1.3M | 10% | Mar 2025 |
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| Gould Asset Management | 33k | $1.3M | -1% | Mar 2025 |
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| Biltmore Family Office | 31k | $1.2M | 0% | Mar 2025 |
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| Envestnet Asset Management | 31k | $1.2M | -6% | Mar 2025 |
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| Goldman Sachs Group | 31k | $1.2M | 0% | Mar 2025 |
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| RTD Financial Advisors | 30k | $1.2M | 6% | Mar 2025 |
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| Affiance Financial | 29k | $1.1M | 37% | Mar 2025 |
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| Sage Financial | 28k | $1.1M | 3% | Mar 2025 |
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| Susquehanna International | 24k | $1.0M | 100% | Dec 2024 |
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| McKinley Carter Wealth Services | 24k | $926k | 35% | Mar 2025 |
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| MainStreet Investment Advisors | 22k | $865k | -4% | Mar 2025 |
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| Massmutual Trust | 22k | $856k | -4% | Mar 2025 |
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| D.A. Davidson & Co. | 22k | $851k | -4% | Mar 2025 |
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| CI Private Wealth | 22k | $842k | -7% | Mar 2025 |
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| Better Money Decisions | 21k | $816k | 12% | Mar 2025 |
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| Whittier Trust | 20k | $793k | 0% | Mar 2025 |
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| SageView Advisory Group | 20k | $789k | 100% | Mar 2025 |
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| Eley Financial Management | 20k | $775k | 15% | Mar 2025 |
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| Harbour Investments | 19k | $758k | 25% | Mar 2025 |
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| Robertson Stephens Wealth Management | 19k | $739k | 109% | Mar 2025 |
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| Wealth Enhancement Advisory Services | 19k | $726k | -9% | Mar 2025 |
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| Opes Wealth Management | 18k | $762k | -4% | Dec 2024 |
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| Carr Financial Group Corp | 18k | $711k | 0% | Mar 2025 |
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| RVW Wealth | 18k | $703k | -50% | Mar 2025 |
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| Topel & Distasi Wealth Management | 18k | $702k | 21% | Mar 2025 |
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| Mercer Global Advisors | 17k | $667k | 41% | Mar 2025 |
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| NorthRock Partners | 16k | $606k | -2% | Mar 2025 |
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| Atlantic Private Wealth | 15k | $603k | 0% | Mar 2025 |
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| Stratos Wealth Partners | 15k | $597k | 0% | Mar 2025 |
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| Baird Financial | 14k | $598k | 1% | Dec 2024 |
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| Optas | 14k | $538k | 4% | Mar 2025 |
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| Portland Global Advisors | 13k | $523k | -11% | Mar 2025 |
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| Magnus Financial Group | 12k | $483k | 4% | Mar 2025 |
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| Colony | 12k | $475k | -9% | Mar 2025 |
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| Capital Analysts | 11k | $477k | 0% | Dec 2024 |
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| Creative Planning | 11k | $440k | -18% | Mar 2025 |
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| BLB^B Advisors | 11k | $435k | 15% | Mar 2025 |
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| Congress Wealth Management LLC / DE / | 11k | $455k | -20% | Dec 2024 |
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| Pathway Financial Advisors | 11k | $413k | 5% | Mar 2025 |
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| Davenport & Co | 11k | $411k | 2% | Mar 2025 |
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| Good Life Advisors | 9.8k | $382k | 100% | Mar 2025 |
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| First United Bank & Trust | 9.7k | $380k | -46% | Mar 2025 |
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| Amara Financial | 9.7k | $380k | 15% | Mar 2025 |
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| Branch Banking & Trust Company | 9.6k | $374k | 3% | Mar 2025 |
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| Mml Investors Services | 9.5k | $399k | -1% | Dec 2024 |
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| Napatree Capital | 9.0k | $351k | 2% | Mar 2025 |
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| Tarbox | 8.7k | $341k | 11% | Mar 2025 |
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| Chicago Partners Investment | 8.6k | $336k | 10% | Mar 2025 |
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| Stordahl Capital Management | 8.5k | $333k | 44% | Mar 2025 |
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| Aptus Capital Advisors | 8.0k | $311k | 462% | Mar 2025 |
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| Armbruster Capital Management | 7.7k | $300k | 0% | Mar 2025 |
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| Alesco Advisors | 7.6k | $299k | 0% | Mar 2025 |
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| PFG Investments | 7.1k | $278k | 37% | Mar 2025 |
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| MAI Wealth Advisors | 7.0k | $273k | 18% | Mar 2025 |
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| Cantor Fitzgerald Investment Adviser | 6.9k | $272k | -13% | Mar 2025 |
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| Impact Investors | 6.8k | $264k | 100% | Mar 2025 |
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| Capital Advantage | 6.3k | $262k | 0% | Mar 2025 |
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| Integrated Wealth Concepts | 6.2k | $261k | 30% | Dec 2024 |
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| Christopher Weil & Company | 6.2k | $243k | 100% | Mar 2025 |
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| First National Corp | 6.2k | $240k | 2% | Mar 2025 |
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| Cape Ann Savings Bank | 5.9k | $232k | 100% | Mar 2025 |
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| Financial Council Asset Management | 5.3k | $207k | -3% | Mar 2025 |
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| Sax Wealth Advisors | 5.2k | $218k | 0% | Dec 2024 |
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| Rogco | 4.9k | $192k | 26% | Mar 2025 |
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| Stephens Consulting | 3.2k | $124k | 13% | Mar 2025 |
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| Global Retirement Partners | 3.1k | $131k | 4% | Dec 2024 |
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| Joel R Mogy Investment Counsel | 3.0k | $117k | 18% | Mar 2025 |
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| Arcadia Investment Advisors | 2.8k | $109k | 0% | Mar 2025 |
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| SRS Capital Advisors | 2.6k | $110k | 463% | Dec 2024 |
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| Parkworth Wealth Management | 2.6k | $101k | 0% | Mar 2025 |
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| Larson Financial Group | 2.5k | $98k | 11% | Mar 2025 |
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| Wood Tarver Financial Group | 2.4k | $95k | 0% | Mar 2025 |
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| Urban Financial Advisory Corp | 2.4k | $94k | 0% | Mar 2025 |
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| Armor Investment Advisors | 2.2k | $87k | 0% | Mar 2025 |
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| Mascoma Wealth Management | 2.1k | $84k | -11% | Mar 2025 |
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| CWM | 1.8k | $69k | 0% | Mar 2025 |
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| Ritter Daniher Financial Advisory LLC / DE | 1.6k | $63k | 100% | Mar 2025 |
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| Morgan Stanley | 1.5k | $63k | 100% | Dec 2024 |
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| Asset Dedication | 1.4k | $56k | -29% | Mar 2025 |
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| Nemes Rush Group | 1.3k | $51k | 0% | Mar 2025 |
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| Us Bancorp | 1.2k | $46k | 0% | Mar 2025 |
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| Hanson & Doremus Investment Management | 1.1k | $44k | 3% | Mar 2025 |
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| McIlrath & Eck | 1.1k | $42k | 0% | Mar 2025 |
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| Armstrong Advisory Group | 1.0k | $42k | 0% | Mar 2025 |
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| Caldwell Sutter Capital | 991.00 | $39k | 0% | Mar 2025 |
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| Bartlett & Co. Wealth Management | 965.00 | $38k | 14% | Mar 2025 |
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| FMR | 862.00 | $34k | 0% | Mar 2025 |
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| Smithfield Trust Company | 857.00 | $36k | -23% | Dec 2024 |
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| Wells Financial Advisors | 800.00 | $31k | 0% | Mar 2025 |
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| Fort Vancouver Investment Management | 724.00 | $28k | 17% | Mar 2025 |
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| Whittier Trust Co. of Nevada | 710.00 | $28k | 0% | Mar 2025 |
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| Addison Advisors | 700.00 | $27k | 0% | Mar 2025 |
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| GHP Investment Advisors | 676.00 | $26k | 0% | Mar 2025 |
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| Oarsman Capital | 517.00 | $22k | 10% | Dec 2024 |
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| Assetmark | 376.00 | $16k | -1% | Dec 2024 |
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| Key FInancial | 330.00 | $13k | 0% | Mar 2025 |
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| Northwestern Mutual Wealth Management Company | 306.00 | $13k | 0% | Dec 2024 |
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| IFP Advisors | 231.00 | $9.0k | 48% | Mar 2025 |
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| WR Wealth Planners | 211.00 | $8.8k | -47% | Dec 2024 |
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| Deutsche Bank Aktiengesellschaft | 175.00 | $6.8k | -82% | Mar 2025 |
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| Jpmorgan Chase & Co | 162.00 | $6.3k | -36% | Mar 2025 |
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| National Bank Of Canada /fi/ | 160.00 | $6.2k | 100% | Mar 2025 |
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| Hanson McClain Advisors | 122.00 | $4.7k | 0% | Mar 2025 |
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| Milestone Investment Advisors | 120.00 | $4.7k | 0% | Mar 2025 |
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| Pin Oak Investment Advisors | 94.00 | $4.0k | 0% | Mar 2025 |
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| Spire Wealth Management | 84.00 | $3.3k | 0% | Mar 2025 |
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| Principal Securities | 53.00 | $2.2k | 0% | Mar 2025 |
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| Efficient Wealth Management | 36.00 | $1.0k | 0% | Dec 2024 |
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| CBIZ Investment Advisory Services | 23.00 | $899.001000 | 0% | Mar 2025 |
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Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Cary Street Partner Investment Advisory | Sep 2024 | 69k | $2.9M |
| Jane Street | Dec 2024 | 16k | $688k |
| Captrust Financial Advisors | Dec 2024 | 12k | $481k |
| Wrapmanager | Dec 2024 | 7.3k | $303k |
| Regatta Capital Group | Dec 2024 | 5.6k | $233k |
| Novare Capital Management | Dec 2024 | 5.6k | $233k |
| JSF Financial | Dec 2024 | 5.1k | $213k |
| Nelson, Van Denburg & Campbell Wealth Management | Dec 2024 | 95.00 | $4.0k |