Institutional Ownership Ishares Tr (ITB)
This table provides information about the institutional ownership of Ishares Tr (ITB). We have compiled data on the 418 institutions that hold shares in the stock, with a total of 18.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
1,300
shares
|
$133,536
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
1,234
shares
|
$126,756
0.07% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,097
shares
|
$112,683
0.0% of portfolio
|
Q3 2024
Reduced 25.22%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
1,086
shares
|
$111,553
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,000
shares
|
$102,720
0.05% of portfolio
|
Q1 2018
New holding
|
|
|
Lynwood Capital Management Inc.
|
May 10, 2024 Q1 2024 |
1,000
shares
|
$102,720
1.03% of portfolio
|
Q1 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
1,000
shares
|
$102,720
0.0% of portfolio
|
Q3 2024
Reduced 44.44%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
936
shares
|
$96,145
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
931
shares
|
$95,632
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
814
shares
|
$83,614
0.0% of portfolio
|
Q4 2024
Added 42.06%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
812
shares
|
$83,408
0.01% of portfolio
|
Q2 2020
Reduced 76.8%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
664
shares
|
$68,206
0.0% of portfolio
|
Q2 2024
Added 256.99%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
652
shares
|
$66,973
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
651
shares
|
$66,870
0.0% of portfolio
|
Q1 2024
Reduced 5.1%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
516
shares
|
$53,003
0.02% of portfolio
|
Q2 2024
Reduced 6.86%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
510
shares
|
$52,387
0.03% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Feb 11, 2025 Q4 2024 |
500
shares
|
$51,360
0.02% of portfolio
|
Q1 2020
Reduced 50.0%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
500
shares
|
$51,360
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
500
shares
|
$51,360
0.01% of portfolio
|
Q4 2023
Reduced 51.69%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
485
shares
|
$49,819
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
427
shares
|
$43,861
0.0% of portfolio
|
Q3 2024
Added 252.89%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
423
shares
|
$43,450
0.01% of portfolio
|
Q1 2018
Closed
|
|
|
Canton Hathaway, LLC
|
Feb 04, 2025 Q4 2024 |
395
shares
|
$40,574
0.01% of portfolio
|
Q4 2022
Reduced 2.47%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
376
shares
|
$38,622
0.01% of portfolio
|
Q3 2024
Added 1075.0%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
365
shares
|
$37,492
0.01% of portfolio
|
Q2 2021
Reduced 98.53%
|