Institutional Ownership Ishares Tr (IMTB)
This table provides information about the institutional ownership of Ishares Tr (IMTB). We have compiled data on the 58 institutions that hold shares in the stock, with a total of 5.06 Million shares, which have been reported (via 13F filing form) to have a value of $223 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
12,212
shares
|
$539,159
0.0% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
11,230
shares
|
$495,804
0.06% of portfolio
|
Q4 2024
Added 10.69%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
10,986
shares
|
$485,031
0.0% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Rice Partnership, LLC
|
Nov 10, 2025 Q3 2025 |
9,246
shares
|
$408,210
0.06% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
Oct 28, 2025 Q3 2025 |
8,975
shares
|
$396,246
0.31% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
8,188
shares
|
$361,500
0.0% of portfolio
|
Q3 2025
Added 55.02%
|
|
|
Charis Legacy Partners, LLC
Bryan, TX |
Oct 07, 2025 Q3 2025 |
7,100
shares
|
$313,465
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
6,747
shares
|
$297,880
0.01% of portfolio
|
Q3 2025
Reduced 7.55%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
6,307
shares
|
$278,454
0.0% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Jgp Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
5,756
shares
|
$254,127
0.03% of portfolio
|
Q1 2022
Added 29.32%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
5,087
shares
|
$224,591
0.0% of portfolio
|
Q4 2024
Reduced 14.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,829
shares
|
$213,200
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
2,257
shares
|
$99,646
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
1,870
shares
|
$82,560
0.0% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
1,008
shares
|
$44,503
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kopp Family Office, LLC
Bloomington, MN |
Oct 16, 2025 Q3 2025 |
911
shares
|
$40,220
0.03% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
900
shares
|
$39,735
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
860
shares
|
$37,969
0.0% of portfolio
|
Q1 2025
Reduced 46.58%
|
|
|
Kopp Le Roy C
Bloomington, MN |
Jun 03, 2024 Q1 2024 |
834
shares
|
$36,821
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
750
shares
|
$33,112
0.0% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
744
shares
|
$32,847
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
673
shares
|
$29,712
0.01% of portfolio
|
Q4 2024
Added 13.49%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
555
shares
|
$24,503
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
500
shares
|
$22,075
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
345
shares
|
$15,231
0.0% of portfolio
|
Q2 2025
Added 15.0%
|
|