ISHARES TR
CUSIP 46435U226
Ishares Tr has 5 institutional holders in Filings Flow’s 13F database, together reporting 659.8K shares worth $486M as of Q2 2021. The largest reported holders are Asset Dedication, LLC, Commonwealth Equity Services, LLC, and Raymond James Financial Services Advisors, Inc..
Institutional Holders
23
Q2 2021
Reported Value
$486M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Asset Dedication, LLC$1.4B AUM | 0.40% | $3M | 125.8K | Q3 2021 |
| COLTON GROOME FINANCIAL ADVISORS, LLC$351M AUM | 0.16% | $379,000 | 15.7K | Q3 2021 |
| Timber Creek Capital Management LLC$412M AUM | 0.16% | $517,000 | 21.4K | Q3 2021 |
| Northstar Group, Inc.$707M AUM | 0.09% | $340,000 | 14.1K | Q3 2021 |
| McLean Asset Management Corp$572M AUM | 0.09% | $222,000 | 9.2K | Q3 2021 |
| Cypress Wealth Services, LLC$708M AUM | 0.08% | $300,000 | 12.4K | Q2 2021OLDER |
| Klaas Financial Asset Advisors, LLC$724M AUM | 0.07% | $271,000 | 11.2K | Q2 2021OLDER |
| Bradley & Co. Private Wealth Management, LLC$190M AUM | 0.05% | $56,000 | 2.3K | Q3 2021 |
| HEADINVEST, LLC$488M AUM | 0.04% | $200,000 | 8.3K | Q4 2020OLDER |
| Guidance Point Advisors, LLC$422M AUM | 0.04% | $96,000 | 4.0K | Q3 2021 |
| Ironwood Financial, llc$573M AUM | 0.03% | $97,000 | 4.0K | Q3 2021 |
| NEXT Financial Group, Inc$1.5B AUM | 0.01% | $101,000 | 4.2K | Q3 2021 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $3M | 114.2K | Q3 2021 |
| Raymond James Financial Services Advisors, Inc.$75.1B AUM | 0.00% | $2M | 81.4K | Q3 2021 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $383,000 | 15.9K | Q3 2021 |
| Meridian Wealth Partners, LLC$729M AUM | 0.00% | $14,000 | 598 | Q3 2021 |
| Capital Asset Advisory Services LLC$2.6B AUM | 0.00% | $10,000 | 414 | Q3 2021 |
| LPL Financial LLC$376.6B AUM | 0.00% | $1M | 43.3K | Q3 2021 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 58.5K | Q3 2021 |
| Arkadios Wealth Advisors$6.1B AUM | 0.00% | $2,000 | 105 | Q4 2020OLDER |
| RAYMOND JAMES & ASSOCIATES$164.1B AUM | 0.00% | $451,000 | 18.6K | Q3 2021 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $9,000 | 400 | Q2 2021OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $147,000 | 6.1K | Q3 2021 |
| UBS Group AG$666.3B AUM | 0.00% | $40,000 | 1.7K | Q3 2021 |
| Advisory Services Network, LLC$7.5B AUM | — | $0 | 0 | Q4 2020OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.