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 |
|---|---|---|---|---|---|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
363
shares
|
$37,287
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
356
shares
|
$36,568
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
350
shares
|
$35,952
0.01% of portfolio
|
Q4 2023
Reduced 30.0%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
335
shares
|
$34,411
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
314
shares
|
$32,254
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
300
shares
|
$30,816
0.03% of portfolio
|
Q3 2022
Reduced 40.48%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
282
shares
|
$28,967
0.0% of portfolio
|
Q3 2024
Added 3425.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
268
shares
|
$27,528
0.0% of portfolio
|
Q4 2024
Reduced 97.38%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
246
shares
|
$25,269
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
225
shares
|
$23,112
0.01% of portfolio
|
Q1 2024
Added 28.57%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
205
shares
|
$21,057
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
200
shares
|
$20,544
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
200
shares
|
$20,544
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
189
shares
|
$19,414
0.01% of portfolio
|
Q4 2024
Reduced 11.68%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
183
shares
|
$18,797
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
183
shares
|
$18,797
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
170
shares
|
$17,462
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
163
shares
|
$16,743
0.0% of portfolio
|
Q4 2024
Reduced 90.68%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
150
shares
|
$15,408
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
150
shares
|
$15,408
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
145
shares
|
$14,894
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Nov 14, 2024 Q3 2024 |
145
shares
|
$14,894
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
140
shares
|
$14,380
0.01% of portfolio
|
Q4 2024
Added 27.27%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
136
shares
|
$13,969
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
130
shares
|
$13,353
0.01% of portfolio
|
Q1 2024
Added 116.67%
|