Institutional Ownership Ishares Tr (IMTB)
This table provides information about the institutional ownership of Ishares Tr (IMTB). We have compiled data on the 46 institutions that hold shares in the stock, with a total of 3.84 Million shares, which have been reported (via 13F filing form) to have a value of $163 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
5,344
shares
|
$226,799
0.01% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
5,275
shares
|
$223,871
0.12% of portfolio
|
Q4 2024
Added 12.91%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
5,113
shares
|
$216,995
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,829
shares
|
$204,942
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
2,583
shares
|
$109,622
0.0% of portfolio
|
Q3 2024
Added 4773.58%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
2,526
shares
|
$107,203
0.0% of portfolio
|
Q3 2024
Reduced 35.16%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
2,491
shares
|
$105,718
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,136
shares
|
$90,651
0.0% of portfolio
|
Q3 2023
Reduced 21.35%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
860
shares
|
$36,498
0.0% of portfolio
|
Q2 2024
Reduced 55.67%
|
|
|
Kopp Family Office, LLC
Bloomington, MN |
Dec 31, 2024 Q3 2024 |
834
shares
|
$35,394
0.02% of portfolio
|
Q4 2021
Added 9.16%
|
|
|
Kopp Le Roy C
Bloomington, MN |
Jun 03, 2024 Q1 2024 |
834
shares
|
$35,394
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
744
shares
|
$31,575
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
593
shares
|
$25,166
0.01% of portfolio
|
Q2 2024
Added 15.15%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
555
shares
|
$23,554
0.0% of portfolio
|
Q3 2023
Reduced 87.99%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
465
shares
|
$19,734
0.0% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
300
shares
|
$12,732
0.0% of portfolio
|
Q3 2024
Added 46.34%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
179
shares
|
$7,596
0.0% of portfolio
|
Q3 2022
Added 517.24%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
55
shares
|
$2,334
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
46
shares
|
$1,952
0.0% of portfolio
|
Q2 2024
Added 2.22%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1
shares
|
$42
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|