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 |
|---|---|---|---|---|---|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
14,210
shares
|
$1.46 Million
0.07% of portfolio
|
Q4 2024
Reduced 11.23%
|
|
|
Miller Financial Services LLC
Marshall, MI |
Feb 07, 2025 Q4 2024 |
14,208
shares
|
$1.46 Million
1.24% of portfolio
|
Q4 2024
New holding
|
|
|
Quantbot Technologies LP
New York, NY |
Feb 11, 2025 Q4 2024 |
14,172
shares
|
$1.46 Million
0.06% of portfolio
|
Q4 2024
Reduced 11.74%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
13,539
shares
|
$1.39 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
13,471
shares
|
$1.38 Million
0.05% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Jan 23, 2025 Q4 2024 |
13,168
shares
|
$1.35 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
12,511
shares
|
$1.29 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.84%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
12,180
shares
|
$1.25 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.69%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
11,896
shares
|
$1.22 Million
0.03% of portfolio
|
Q4 2024
Added 219.18%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
11,725
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
11,099
shares
|
$1.14 Million
0.97% of portfolio
|
Q3 2024
Added 66.93%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
10,763
shares
|
$1.11 Million
0.21% of portfolio
|
Q1 2023
Added 3.06%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
10,388
shares
|
$1.07 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
10,328
shares
|
$1.06 Million
0.31% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
Nov 13, 2024 Q3 2024 |
10,299
shares
|
$1.06 Million
0.05% of portfolio
|
Q3 2024
Reduced 18.01%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
10,261
shares
|
$1.05 Million
0.22% of portfolio
|
Q3 2024
Reduced 39.63%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
9,808
shares
|
$1.01 Million
0.62% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
9,716
shares
|
$998,027
0.3% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Belvedere Trading LLC
|
Jan 30, 2025 Q4 2024 |
9,705
shares
|
$996,897
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
9,642
shares
|
$990,426
0.0% of portfolio
|
Q4 2024
Reduced 45.3%
|
|
|
H&H Retirement Design & Management Inc
|
Oct 16, 2024 Q3 2024 |
9,433
shares
|
$968,957
0.71% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
9,194
shares
|
$944,407
0.8% of portfolio
|
Q3 2024
New holding
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
9,167
shares
|
$941,634
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jan 27, 2025 Q4 2024 |
9,106
shares
|
$935,368
0.12% of portfolio
|
Q4 2024
Added 10.7%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
8,976
shares
|
$922,014
0.27% of portfolio
|
Q4 2024
Reduced 3.89%
|