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Ishares TR

Q2 2025 vs Q3 2025

Comparing institutional holders between quarters

Quarters

Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
High Note Wealth, LLC
INCREASED
Shares192,178 from 171,352
Change+20,826 (+12%)
Value$4.9M (+$518.1K)
Filed 2025-11-04
Citadel Advisors LLC
INCREASED
Shares55,330 from 24,615
Change+30,715 (+125%)
Value$1.4M (+$781.2K)
Filed 2025-11-14
Susquehanna International Group, LLP
DECREASED
Shares23,383 from 28,707
Change-5,324 (-19%)
Value$596.2K (-$137.9K)
Filed 2025-11-14
JIM Saulnier & Associates, LLC
INCREASED
Shares17,968 from 17,736
Change+232 (+1%)
Value$458.1K (+$4.6K)
Filed 2025-11-03
Goldman Sachs Group Inc
UNCHANGED
Shares17,557 from 17,557
Change0 (0%)
Value$447.6K (-$1.3K)
Filed 2025-11-14
Creative Planning
INCREASED
Shares16,565 from 16,517
Change+48 (+0%)
Value$422.3K (-$24)
Filed 2025-11-14
ARK & TLK Investments, LLC
UNCHANGED
Shares16,473 from 16,473
Change0 (0%)
Value$420.0K (-$1.2K)
Filed 2025-10-31
MKT Advisors LLC
INCREASED
Shares14,204 from 12,253
Change+1,951 (+16%)
Value$358.9K (+$49.5K)
Filed 2025-10-17
Austin Private Wealth, LLC
UNCHANGED
Shares11,213 from 11,213
Change0 (0%)
Value$285.9K (-$841)
Filed 2025-10-17
Davenport & Co LLC
NEW
Shares8,187
Change+8,187
Value$208.7K
Filed 2025-10-15
Central Trust Co
DECREASED
Shares5,109 from 6,717
Change-1,608 (-24%)
Value$130.3K (-$41.5K)
Filed 2025-11-06
Osaic Holdings, Inc.
INCREASED
Shares4,158 from 3,258
Change+900 (+28%)
Value$106.0K (+$22.6K)
Filed 2025-11-14
Advisory Services Network, LLC
NEW
Shares3,977
Change+3,977
Value$101.4K
Filed 2025-11-18
Allworth Financial LP
UNCHANGED
Shares1,843 from 1,843
Change0 (0%)
Value$47.0K (-$138)
Filed 2025-12-02
Barrett & Company, Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$25.5K (-$75)
Filed 2025-10-31
UBS Group AG
NEW
Shares638
Change+638
Value$16.3K
Filed 2025-11-13
Jane Street Group, LLC
CLOSED
Shares0 from 39,104
Change-39,104 (-100%)
Value$0 (-$999.9K)
Filed 2025-11-14
WFA of San Diego, LLC
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$10.2K)
Filed 2026-02-17
Proequities, Inc.
N/A
Shares— from 0
Change0
Value—
Status
High Note Wealth, LLC
INCREASED192,178171,352+20,826+12%$4.4M$4.9M+$518.1K2025-11-04
Citadel Advisors LLC
INCREASED55,33024,615+30,715+125%$629.4K$1.4M+$781.2K2025-11-14
Susquehanna International Group, LLP
DECREASED23,38328,707-5,324-19%$734.0K$596.2K-$137.9K2025-11-14
JIM Saulnier & Associates, LLC
INCREASED17,96817,736+232+1%$453.5K$458.1K+$4.6K2025-11-03
Goldman Sachs Group Inc
UNCHANGED17,55717,55700%$448.9K$447.6K-$1.3K2025-11-14
Creative Planning
INCREASED16,56516,517+48+0%$422.4K$422.3K-$242025-11-14
ARK & TLK Investments, LLC
UNCHANGED16,47316,47300%$421.2K$420.0K-$1.2K2025-10-31
MKT Advisors LLC
INCREASED14,20412,253+1,951+16%$309.5K$358.9K+$49.5K2025-10-17
Austin Private Wealth, LLC
UNCHANGED11,21311,21300%$286.7K$285.9K-$8412025-10-17
Davenport & Co LLC
NEW8,187—+8,187——$208.7K—2025-10-15
Central Trust Co
DECREASED5,1096,717-1,608-24%$171.8K$130.3K-$41.5K2025-11-06
Osaic Holdings, Inc.
INCREASED4,1583,258+900+28%$83.3K$106.0K+$22.6K2025-11-14
Advisory Services Network, LLC
NEW3,977—+3,977——$101.4K—2025-11-18
Allworth Financial LP
UNCHANGED1,8431,84300%$47.1K$47.0K-$1382025-12-02
Barrett & Company, Inc.
UNCHANGED1,0001,00000%$25.6K$25.5K-$752025-10-31
UBS Group AG
NEW638—+638——$16.3K—2025-11-13
Jane Street Group, LLC
CLOSED039,104-39,104-100%$999.9K$0-$999.9K2025-11-14
WFA of San Diego, LLC
CLOSED0400-400-100%$10.2K$0-$10.2K2026-02-17
Proequities, Inc.
N/A—00—$0———
Showing 19 of 19 institutions