Institutional Ownership Ishares Tr (ITB)
This table provides information about the institutional ownership of Ishares Tr (ITB). We have compiled data on the 442 institutions that hold shares in the stock, with a total of 23.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
728
shares
|
$70,696
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
712
shares
|
$69,142
0.0% of portfolio
|
Q4 2025
Reduced 0.7%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
710
shares
|
$68,948
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
619
shares
|
$60,111
0.0% of portfolio
|
Q3 2025
Added 420.17%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
540
shares
|
$52,439
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Jan 23, 2026 Q4 2025 |
519
shares
|
$50,400
0.02% of portfolio
|
Q4 2025
Added 0.19%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
506
shares
|
$49,137
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Nov 04, 2025 Q3 2025 |
500
shares
|
$48,555
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
494
shares
|
$47,972
0.04% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Hanson & Doremus Investment Management
|
Jan 20, 2026 Q4 2025 |
485
shares
|
$47,098
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 12, 2025 Q3 2025 |
477
shares
|
$46,321
0.02% of portfolio
|
Q3 2025
Reduced 4.6%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
476
shares
|
$46,224
0.0% of portfolio
|
Q3 2025
Reduced 15.6%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
470
shares
|
$45,641
0.01% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
443
shares
|
$43,019
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
423
shares
|
$41,077
0.0% of portfolio
|
Q1 2018
Closed
|
|
|
Canton Hathaway, LLC
|
Jan 21, 2026 Q4 2025 |
395
shares
|
$38,358
0.01% of portfolio
|
Q4 2022
Reduced 2.47%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Nov 14, 2025 Q3 2025 |
380
shares
|
$36,901
0.03% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
365
shares
|
$35,445
0.01% of portfolio
|
Q2 2021
Reduced 98.53%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
363
shares
|
$35,250
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Thompson Investment Management, Inc.
|
Jan 14, 2026 Q4 2025 |
350
shares
|
$33,988
0.0% of portfolio
|
Q4 2023
Reduced 30.0%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
348
shares
|
$33,794
0.0% of portfolio
|
Q3 2025
Added 136.73%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
346
shares
|
$33,600
0.0% of portfolio
|
Q2 2025
Reduced 8.22%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 23, 2026 Q4 2025 |
345
shares
|
$33,502
0.01% of portfolio
|
Q4 2025
Reduced 53.44%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
340
shares
|
$33,017
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
335
shares
|
$32,531
0.0% of portfolio
|
Q1 2024
New holding
|
|