Institutional Ownership Ishares Tr (GBF)
This table provides information about the institutional ownership of Ishares Tr (GBF). We have compiled data on the 83 institutions that hold shares in the stock, with a total of 1.7 Million shares, which have been reported (via 13F filing form) to have a value of $175 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Feb 06, 2025 Q4 2024 |
3,341
shares
|
$344,958
0.18% of portfolio
|
Q4 2024
Reduced 10.88%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
3,189
shares
|
$329,264
0.0% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Hanlon Investment Management, Inc.
|
Feb 13, 2025 Q4 2024 |
3,046
shares
|
$314,499
0.09% of portfolio
|
Q4 2024
Added 12.36%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
2,946
shares
|
$304,174
0.23% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
2,919
shares
|
$301,386
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
2,605
shares
|
$268,966
0.0% of portfolio
|
Q4 2024
Added 8.86%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
2,450
shares
|
$252,962
0.01% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
2,343
shares
|
$241,914
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
2,151
shares
|
$222,090
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
2,070
shares
|
$213,727
0.0% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
2,024
shares
|
$208,978
0.0% of portfolio
|
Q4 2024
Added 6.81%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
1,931
shares
|
$199,375
0.0% of portfolio
|
Q2 2022
Added 1.71%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,398
shares
|
$144,343
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
942
shares
|
$97,261
0.0% of portfolio
|
Q2 2024
Reduced 3.98%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
649
shares
|
$67,009
0.02% of portfolio
|
Q4 2024
Added 14.46%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
495
shares
|
$51,108
0.0% of portfolio
|
Q3 2023
Reduced 35.38%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
461
shares
|
$47,598
0.0% of portfolio
|
Q3 2024
Reduced 15.1%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
305
shares
|
$31,491
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
272
shares
|
$28,084
0.0% of portfolio
|
Q4 2024
Added 16.24%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
222
shares
|
$22,921
0.0% of portfolio
|
Q4 2024
Reduced 15.27%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
171
shares
|
$17,655
0.0% of portfolio
|
Q4 2024
Reduced 79.79%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
169
shares
|
$17,449
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
150
shares
|
$15,487
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
124
shares
|
$12,803
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
112
shares
|
$11,564
0.0% of portfolio
|
Q4 2024
Reduced 5.88%
|