Institutional Ownership Ishares Tr (ITB)
This table provides information about the institutional ownership of Ishares Tr (ITB). We have compiled data on the 422 institutions that hold shares in the stock, with a total of 21.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
5,101
shares
|
$510,304
0.17% of portfolio
|
Q4 2024
Added 8.53%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
4,982
shares
|
$498,399
0.01% of portfolio
|
Q4 2024
Reduced 39.41%
|
|
|
Washington Growth Strategies LLC
Washington, DC |
Nov 13, 2024 Q3 2024 |
4,971
shares
|
$497,298
1.54% of portfolio
|
Q3 2024
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
4,906
shares
|
$490,796
0.12% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jan 29, 2025 Q4 2024 |
4,892
shares
|
$489,395
0.33% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Liberty One Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
4,862
shares
|
$486,394
0.06% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Jan 24, 2025 Q4 2024 |
4,780
shares
|
$478,191
0.21% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
4,732
shares
|
$473,389
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
4,672
shares
|
$467,386
0.0% of portfolio
|
Q3 2023
Added 18.34%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
4,614
shares
|
$461,584
0.01% of portfolio
|
Q4 2024
Reduced 13.79%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
4,556
shares
|
$455,782
0.0% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jan 22, 2025 Q4 2024 |
4,529
shares
|
$453,081
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
4,507
shares
|
$450,880
0.0% of portfolio
|
Q4 2024
Added 27.79%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
4,420
shares
|
$442,176
0.02% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Feb 13, 2025 Q4 2024 |
4,403
shares
|
$440,476
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
4,380
shares
|
$438,175
0.04% of portfolio
|
Q4 2024
Added 41.38%
|
|
|
Juncture Wealth Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
4,301
shares
|
$430,272
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
4,243
shares
|
$424,469
0.05% of portfolio
|
Q4 2024
Added 8.54%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
4,186
shares
|
$418,767
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
4,181
shares
|
$418,267
0.01% of portfolio
|
Q4 2024
Reduced 6.94%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
4,137
shares
|
$413,865
0.26% of portfolio
|
Q3 2022
Reduced 10.69%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
4,122
shares
|
$412,364
0.4% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
4,001
shares
|
$400,260
0.04% of portfolio
|
Q4 2024
Added 5.34%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
3,988
shares
|
$398,959
0.0% of portfolio
|
Q4 2024
Added 5.53%
|
|
|
Bank Hapoalim Bm
|
Jan 27, 2025 Q4 2024 |
3,851
shares
|
$385,254
0.06% of portfolio
|
Q4 2024
Reduced 6.82%
|