Institutional Ownership Ishares Tr (ITB)
This table provides information about the institutional ownership of Ishares Tr (ITB). We have compiled data on the 445 institutions that hold shares in the stock, with a total of 23.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
146
shares
|
$14,178
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
145
shares
|
$14,080
0.0% of portfolio
|
Q2 2025
Added 15.08%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
145
shares
|
$14,080
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
130
shares
|
$12,624
0.01% of portfolio
|
Q1 2024
Added 116.67%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
125
shares
|
$12,138
0.0% of portfolio
|
Q1 2022
Reduced 35.9%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
119
shares
|
$11,556
0.0% of portfolio
|
Q3 2023
Added 80.3%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
108
shares
|
$10,487
0.0% of portfolio
|
Q2 2025
Added 6.93%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
105
shares
|
$10,196
0.01% of portfolio
|
Q3 2025
Reduced 9.48%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
100
shares
|
$9,711
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
100
shares
|
$9,711
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
100
shares
|
$9,711
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
100
shares
|
$9,711
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
100
shares
|
$9,711
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
97
shares
|
$9,419
0.0% of portfolio
|
Q1 2025
Added 11.49%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
88
shares
|
$8,545
0.0% of portfolio
|
Q3 2025
Reduced 20.72%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
85
shares
|
$8,254
0.0% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
74
shares
|
$7,186
0.0% of portfolio
|
Q3 2025
Reduced 82.46%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
70
shares
|
$6,797
0.0% of portfolio
|
Q2 2025
Reduced 50.35%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
68
shares
|
$6,603
0.0% of portfolio
|
Q2 2022
Added 580.0%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
66
shares
|
$6,409
0.0% of portfolio
|
Q3 2022
Reduced 91.41%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
64
shares
|
$6,215
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
63
shares
|
$6,117
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
60
shares
|
$5,826
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
58
shares
|
$5,632
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
56
shares
|
$5,438
0.0% of portfolio
|
Q4 2024
Reduced 47.17%
|
|