Institutional Ownership Ishares Tr (ITB)
This table provides information about the institutional ownership of Ishares Tr (ITB). We have compiled data on the 423 institutions that hold shares in the stock, with a total of 19.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
6,977
shares
|
$718,142
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
6,967
shares
|
$717,113
0.0% of portfolio
|
Q4 2024
Reduced 33.75%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
6,924
shares
|
$712,687
0.24% of portfolio
|
Q4 2024
Reduced 39.34%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
6,822
shares
|
$702,188
0.06% of portfolio
|
Q3 2024
Reduced 82.47%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
6,791
shares
|
$698,997
0.01% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
6,491
shares
|
$668,118
0.01% of portfolio
|
Q4 2024
Reduced 29.75%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
6,431
shares
|
$661,942
0.0% of portfolio
|
Q4 2024
Added 48.97%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
6,367
shares
|
$655,355
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
6,275
shares
|
$645,885
0.01% of portfolio
|
Q4 2024
Added 11.16%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
6,252
shares
|
$643,518
0.02% of portfolio
|
Q4 2024
Added 17.52%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Jan 28, 2025 Q4 2024 |
6,202
shares
|
$638,371
0.31% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
Trexquant Investment LP
Stamford, CT |
Feb 12, 2025 Q4 2024 |
6,171
shares
|
$635,181
0.01% of portfolio
|
Q4 2024
Added 18.56%
|
|
|
Terra Nova Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
6,120
shares
|
$629,931
0.51% of portfolio
|
Q4 2024
Reduced 63.34%
|
|
|
Sterling Investment Advisors, Ltd.
|
Feb 04, 2025 Q4 2024 |
6,068
shares
|
$624,579
0.16% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
5,908
shares
|
$608,110
0.36% of portfolio
|
Q4 2023
Added 12.49%
|
|
|
Sandler Capital Management
New York, NY |
Nov 14, 2024 Q3 2024 |
5,800
shares
|
$596,994
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
5,680
shares
|
$584,642
0.01% of portfolio
|
Q4 2024
Reduced 91.18%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
5,636
shares
|
$580,113
0.0% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
5,635
shares
|
$580,010
0.09% of portfolio
|
Q4 2024
Reduced 25.1%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
5,507
shares
|
$566,835
0.01% of portfolio
|
Q4 2024
Reduced 43.5%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Feb 04, 2025 Q4 2024 |
5,365
shares
|
$552,219
0.43% of portfolio
|
Q4 2024
Reduced 5.93%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
5,116
shares
|
$526,589
0.01% of portfolio
|
Q4 2024
Added 34.81%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
5,101
shares
|
$525,045
0.17% of portfolio
|
Q4 2024
Added 8.53%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
4,982
shares
|
$512,797
0.01% of portfolio
|
Q4 2024
Reduced 39.41%
|
|
|
Washington Growth Strategies LLC
Washington, DC |
Nov 13, 2024 Q3 2024 |
4,971
shares
|
$511,665
1.54% of portfolio
|
Q3 2024
New holding
|