Institutional Ownership Ishares Tr (INTF)
This table provides information about the institutional ownership of Ishares Tr (INTF). We have compiled data on the 137 institutions that hold shares in the stock, with a total of 38.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Financial Services, Inc,
Utica, NY |
Aug 12, 2024 Q2 2024 |
7,773,943
shares
|
$234 Million
14.4% of portfolio
|
Q2 2024
Added 11.18%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
2,860,524
shares
|
$86.1 Million
4.97% of portfolio
|
Q3 2024
Added 4.85%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Aug 14, 2024 Q2 2024 |
2,443,028
shares
|
$73.5 Million
14.08% of portfolio
|
Q2 2024
Reduced 2.12%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
2,438,171
shares
|
$73.4 Million
3.22% of portfolio
|
Q3 2022
Reduced 0.12%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 06, 2024 Q2 2024 |
1,757,938
shares
|
$52.9 Million
5.74% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
1,612,985
shares
|
$48.6 Million
4.15% of portfolio
|
Q3 2022
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,518,649
shares
|
$45.7 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
1,148,379
shares
|
$34.6 Million
2.26% of portfolio
|
Q3 2024
Added 56.22%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 28, 2024 Q2 2024 |
1,074,373
shares
|
$32.3 Million
2.14% of portfolio
|
Q2 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
1,047,871
shares
|
$31.5 Million
0.44% of portfolio
|
Q2 2024
Reduced 47.66%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
972,520
shares
|
$29.3 Million
0.05% of portfolio
|
Q2 2024
Reduced 2.14%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
972,001
shares
|
$29.3 Million
4.16% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
968,463
shares
|
$29.2 Million
0.02% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
825,564
shares
|
$24.8 Million
0.01% of portfolio
|
Q2 2024
Added 9.23%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Oct 22, 2024 Q2 2024 |
815,844
shares
|
$24.6 Million
1.96% of portfolio
|
Q2 2024
Added 0.64%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
627,487
shares
|
$18.9 Million
0.01% of portfolio
|
Q2 2024
Added 380.2%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
590,495
shares
|
$17.8 Million
0.18% of portfolio
|
Q3 2024
Added 15.16%
|
|
|
Stokes Family Office, LLC
|
Jul 05, 2024 Q2 2024 |
557,494
shares
|
$16.8 Million
1.95% of portfolio
|
Q2 2024
Added 44.2%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
537,332
shares
|
$16.2 Million
1.07% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
501,725
shares
|
$15.1 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.32%
|
|
|
Phillips Financial Management, LLC
|
Aug 08, 2024 Q2 2024 |
486,090
shares
|
$14.6 Million
1.2% of portfolio
|
Q2 2024
Reduced 8.84%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
454,649
shares
|
$13.7 Million
0.0% of portfolio
|
Q2 2024
Added 0.09%
|
|
|
Meridian Management CO
|
Aug 08, 2024 Q2 2024 |
421,989
shares
|
$12.7 Million
3.45% of portfolio
|
Q2 2024
Reduced 7.44%
|
|
|
Thrive Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
405,070
shares
|
$12.2 Million
2.35% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
396,672
shares
|
$11.9 Million
0.0% of portfolio
|
Q2 2024
Added 1.0%
|