ISHARES TR
CUSIP 46435U150
Ishares Tr has 56 institutional holders in Filings Flow’s 13F database, together reporting 3.20M shares worth $53M as of Q4 2022. The largest reported holders are Jane Street Group, LLC, Baltimore-Washington Financial Advisors, Inc., and Sageview Advisory Group, LLC.
Institutional Holders
56
Q4 2022
Reported Value
$53M
Ticker
unmapped
private placement or foreign
Quarters Tracked
5
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Werba Rubin Papier Wealth Management$718M AUM | 1.20% | $3M | 142.4K | Q3 2023OLDER |
| Endowment Wealth Management, Inc.$226M AUM | 0.59% | $655,827 | 27.7K | Q3 2023OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.57% | $6,678 | 282.9K | Q3 2023OLDER |
| Baltimore-Washington Financial Advisors, Inc.$2.3B AUM | 0.50% | $6M | 263.2K | Q3 2023OLDER |
| Straight Path Wealth Management$374M AUM | 0.36% | $528,598 | 22.4K | Q3 2023OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.34% | $6M | 249.4K | Q3 2023OLDER |
| Northstar Group, Inc.$707M AUM | 0.29% | $1M | 51.2K | Q3 2023OLDER |
| 4J Wealth Management LLC$176M AUM | 0.26% | $256,274 | 10.8K | Q3 2023OLDER |
| Carr Financial Group Corp$379M AUM | 0.22% | $563,755 | 23.9K | Q3 2023OLDER |
| Mid-American Wealth Advisory Group, Inc.$277M AUM | 0.21% | $269,359 | 11.4K | Q2 2023OLDER |
| Quad-Cities Investment Group, LLC$278M AUM | 0.20% | $294,625 | 12.5K | Q3 2023OLDER |
| COLTON GROOME FINANCIAL ADVISORS, LLC$351M AUM | 0.19% | $378,240 | 16.0K | Q3 2023OLDER |
| WRAPMANAGER INC$288M AUM | 0.18% | $573,979 | 24.3K | Q3 2023OLDER |
| Second Half Financial Partners, LLC$222M AUM | 0.13% | $553,296 | 23.4K | Q2 2023OLDER |
| Ironwood Financial, llc$573M AUM | 0.10% | $397,787 | 16.8K | Q2 2023OLDER |
| Element Wealth, LLC$242M AUM | 0.09% | $122,006 | 5.2K | Q3 2023OLDER |
| Klaas Financial Asset Advisors, LLC$724M AUM | 0.09% | $382,755 | 16.2K | Q3 2023OLDER |
| Resonant Capital Advisors, LLC$1.9B AUM | 0.08% | $781,917 | 33.1K | Q3 2023OLDER |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.07% | $736,459 | 31.2K | Q3 2023OLDER |
| BBJS FINANCIAL ADVISORS, LLC$280M AUM | 0.07% | $182,028 | 7.7K | Q3 2023OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.06% | $1M | 50.2K | Q4 2023OLDER |
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 0.05% | $493,594 | 21.0K | Q3 2023OLDER |
| Bensler, LLC$969M AUM | 0.04% | $230,466 | 9.7K | Q3 2023OLDER |
| Segment Wealth Management, LLC$1.7B AUM | 0.04% | $420,496 | 17.8K | Q2 2023OLDER |
| WEALTHSOURCE PARTNERS, LLC$1.5B AUM | 0.03% | $477,096 | 20.2K | Q3 2023OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.03% | $2M | 76.8K | Q3 2023OLDER |
| Sigma Planning Corp$3.6B AUM | 0.03% | $785,614 | 33.2K | Q3 2023OLDER |
| Tyler-Stone Wealth Management$621M AUM | 0.03% | $49 | 2.1K | Q3 2023OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.03% | $192,584 | 8.2K | Q2 2023OLDER |
| Bradley & Co. Private Wealth Management, LLC$190M AUM | 0.02% | $23,640 | 1.0K | Q3 2023OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.02% | $205 | 8.7K | Q3 2023OLDER |
| Timber Creek Capital Management LLC$412M AUM | 0.02% | $63,189 | 2.7K | Q3 2023OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.02% | $456,512 | 19.3K | Q3 2023OLDER |
| Safeguard Financial, LLC$456M AUM | 0.02% | $37 | 1.6K | Q2 2023OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.02% | $75,852 | 3.2K | Q1 2024 |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.02% | $235 | 9.9K | Q3 2023OLDER |
| ARROW FINANCIAL CORP$994M AUM | 0.01% | $127,183 | 5.4K | Q3 2023OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.01% | $915,223 | 38.7K | Q3 2023OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $763,520 | 32.3K | Q3 2023OLDER |
| LINCOLN NATIONAL CORP$3.5B AUM | 0.01% | $411,023 | 17.4K | Q3 2023OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $358,359 | 15.2K | Q3 2023OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $213,138 | 9.0K | Q1 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $2,939 | 124.3K | Q3 2023OLDER |
| Raymond James Financial Services Advisors, Inc.$75.1B AUM | 0.00% | $3M | 110.7K | Q3 2023OLDER |
| RAYMOND JAMES & ASSOCIATES$164.1B AUM | 0.00% | $4M | 176.4K | Q3 2023OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $11M | 454.2K | Q3 2023OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $854,659 | 36.2K | Q3 2023OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $5M | 194.8K | Q3 2023OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $363,205 | 15.4K | Q3 2023OLDER |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.00% | $223,146 | 9.4K | Q3 2023OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $500,935 | 21.2K | Q3 2023OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM | 0.00% | $25,058 | 1.1K | Q3 2023OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $9,976 | 422 | Q3 2023OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $978,367 | 41.4K | Q3 2023OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $280,996 | 11.9K | Q3 2023OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $462,057 | 19.5K | Q3 2023OLDER |
| Grove Bank & Trust$1.0B AUM | 0.00% | $2,009 | 85 | Q3 2023OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $77,492 | 3.3K | Q3 2023OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $5,080 | 215 | Q2 2023OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $254,934 | 10.8K | Q3 2023OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $25,200 | 1.1K | Q3 2023OLDER |
| IMA Advisory Services, Inc.$1.0B AUM | 0.00% | $24 | 1 | Q3 2023OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $2,648 | 112 | Q3 2023OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.