Institutional Ownership Ishares Tr (ITB)
This table provides information about the institutional ownership of Ishares Tr (ITB). We have compiled data on the 424 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 $2.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Crestline Management, LP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
2,258
shares
|
$213,087
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Carret Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
2,229
shares
|
$210,350
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,217
shares
|
$209,218
0.01% of portfolio
|
Q4 2024
Reduced 72.85%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,204
shares
|
$207,991
0.01% of portfolio
|
Q4 2024
Reduced 12.16%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
2,203
shares
|
$207,897
0.09% of portfolio
|
Q4 2024
Reduced 11.99%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
2,172
shares
|
$204,971
0.0% of portfolio
|
Q3 2024
Reduced 17.73%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
2,150
shares
|
$202,895
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
2,080
shares
|
$196,289
0.02% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Interchange Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
2,075
shares
|
$195,817
0.08% of portfolio
|
Q4 2024
Added 26.22%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
2,058
shares
|
$194,213
0.0% of portfolio
|
Q4 2024
Reduced 5.94%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
2,020
shares
|
$190,627
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
2,019
shares
|
$190,533
0.0% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
D. Scott Neal, Inc.
|
Jan 14, 2025 Q4 2024 |
2,000
shares
|
$188,740
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Pekin Hardy Strauss, Inc.
|
Feb 03, 2025 Q4 2024 |
2,000
shares
|
$188,740
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
2,000
shares
|
$188,740
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
2,000
shares
|
$188,740
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Feb 13, 2025 Q4 2024 |
1,976
shares
|
$186,475
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
1,956
shares
|
$184,587
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
1,955
shares
|
$184,493
0.03% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Quantum Capital Management, LLC
Northfield, NJ |
Feb 12, 2025 Q4 2024 |
1,821
shares
|
$171,847
0.02% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
1,817
shares
|
$171,470
0.0% of portfolio
|
Q4 2024
Reduced 16.23%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
1,778
shares
|
$167,789
0.19% of portfolio
|
Q2 2024
Reduced 21.71%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Feb 13, 2025 Q4 2024 |
1,644
shares
|
$155,144
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
1,639
shares
|
$154,672
0.02% of portfolio
|
Q4 2024
Reduced 8.94%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
1,602
shares
|
$151,180
0.0% of portfolio
|
Q4 2024
Added 141.27%
|