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 |
|---|---|---|---|---|---|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
1,400
shares
|
$132,118
0.01% of portfolio
|
Q1 2023
Added 16.67%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
1,392
shares
|
$131,363
0.01% of portfolio
|
Q4 2024
Reduced 7.2%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
1,327
shares
|
$125,228
0.04% of portfolio
|
Q4 2024
Added 802.72%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Feb 10, 2025 Q4 2024 |
1,309
shares
|
$123,530
0.12% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
1,300
shares
|
$122,681
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Amundi
Paris, I0 |
Feb 07, 2025 Q4 2024 |
1,300
shares
|
$122,681
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
1,234
shares
|
$116,452
0.07% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,097
shares
|
$103,523
0.0% of portfolio
|
Q3 2024
Reduced 25.22%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
1,086
shares
|
$102,485
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,000
shares
|
$94,370
0.05% of portfolio
|
Q1 2018
New holding
|
|
|
Lynwood Capital Management Inc.
|
May 10, 2024 Q1 2024 |
1,000
shares
|
$94,370
1.03% of portfolio
|
Q1 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
936
shares
|
$88,330
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
931
shares
|
$87,858
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
814
shares
|
$76,817
0.0% of portfolio
|
Q4 2024
Added 42.06%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
812
shares
|
$76,628
0.01% of portfolio
|
Q2 2020
Reduced 76.8%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
659
shares
|
$62,189
0.0% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
652
shares
|
$61,529
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
516
shares
|
$48,694
0.02% of portfolio
|
Q2 2024
Reduced 6.86%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
510
shares
|
$48,128
0.03% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
500
shares
|
$47,185
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
500
shares
|
$47,185
0.01% of portfolio
|
Q4 2023
Reduced 51.69%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Feb 11, 2025 Q4 2024 |
500
shares
|
$47,185
0.02% of portfolio
|
Q1 2020
Reduced 50.0%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
485
shares
|
$45,769
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
463
shares
|
$43,693
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
445
shares
|
$41,994
0.0% of portfolio
|
Q4 2024
Added 934.88%
|