Institutional Ownership Ishares Tr (ITB)
This table provides information about the institutional ownership of Ishares Tr (ITB). We have compiled data on the 405 institutions that hold shares in the stock, with a total of 21.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
6,275
shares
|
$577,864
0.01% of portfolio
|
Q4 2024
Added 11.16%
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
6,219
shares
|
$572,707
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Trexquant Investment LP
Stamford, CT |
Feb 12, 2025 Q4 2024 |
6,171
shares
|
$568,287
0.01% of portfolio
|
Q4 2024
Added 18.56%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Apr 22, 2025 Q1 2025 |
6,088
shares
|
$560,643
0.29% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
5,908
shares
|
$544,067
0.36% of portfolio
|
Q4 2023
Added 12.49%
|
|
|
Sterling Investment Advisors, Ltd.
|
May 07, 2025 Q1 2025 |
5,843
shares
|
$538,081
0.14% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
5,822
shares
|
$536,147
0.04% of portfolio
|
Q1 2025
Added 45.51%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
5,636
shares
|
$519,019
0.0% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
5,507
shares
|
$507,139
0.01% of portfolio
|
Q4 2024
Reduced 43.5%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
5,506
shares
|
$507,047
0.01% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Napa Wealth Management
Napa, CA |
Feb 14, 2025 Q4 2024 |
5,428
shares
|
$499,864
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Feb 04, 2025 Q4 2024 |
5,365
shares
|
$494,062
0.43% of portfolio
|
Q4 2024
Reduced 5.93%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
5,116
shares
|
$471,132
0.01% of portfolio
|
Q4 2024
Added 34.81%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
5,101
shares
|
$469,751
0.17% of portfolio
|
Q4 2024
Added 8.53%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
4,982
shares
|
$458,792
0.01% of portfolio
|
Q4 2024
Reduced 39.41%
|
|
|
Lyell Wealth Management, LP
|
May 08, 2025 Q1 2025 |
4,750
shares
|
$437,427
0.04% of portfolio
|
Q1 2025
Added 8.45%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
4,732
shares
|
$435,769
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Apr 24, 2025 Q1 2025 |
4,721
shares
|
$434,756
0.29% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Liberty One Investment Management, LLC
|
Apr 30, 2025 Q1 2025 |
4,674
shares
|
$430,428
0.05% of portfolio
|
Q1 2025
Reduced 3.87%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
4,672
shares
|
$430,244
0.0% of portfolio
|
Q3 2023
Added 18.34%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
4,637
shares
|
$427,021
0.05% of portfolio
|
Q1 2025
Added 9.29%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
4,526
shares
|
$416,799
0.03% of portfolio
|
Q4 2024
Reduced 33.66%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
4,420
shares
|
$407,037
0.02% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Feb 13, 2025 Q4 2024 |
4,403
shares
|
$405,472
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
4,137
shares
|
$380,976
0.26% of portfolio
|
Q3 2022
Reduced 10.69%
|