Institutional Ownership Ishares Tr (GBF)
This table provides information about the institutional ownership of Ishares Tr (GBF). We have compiled data on the 75 institutions that hold shares in the stock, with a total of 1.77 Million shares, which have been reported (via 13F filing form) to have a value of $186 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wooster Corthell Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
7,117
shares
|
$747,569
0.16% of portfolio
|
Q3 2024
Reduced 6.39%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
6,762
shares
|
$710,280
0.0% of portfolio
|
Q2 2024
Reduced 4.95%
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Jul 30, 2024 Q2 2024 |
6,594
shares
|
$692,633
0.05% of portfolio
|
Q2 2024
New holding
|
|
Tsa Wealth Managment LLC
Houston, TX |
Jul 26, 2024 Q2 2024 |
6,213
shares
|
$652,613
0.27% of portfolio
|
Q2 2024
Reduced 46.31%
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
5,580
shares
|
$586,123
0.01% of portfolio
|
Q4 2023
Added 3.53%
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
5,470
shares
|
$574,568
0.01% of portfolio
|
Q2 2024
Added 9.62%
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 12, 2024 Q2 2024 |
5,042
shares
|
$529,611
0.08% of portfolio
|
Q2 2024
Reduced 62.58%
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 07, 2024 Q2 2024 |
4,845
shares
|
$508,918
0.04% of portfolio
|
Q2 2024
Reduced 71.34%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
4,412
shares
|
$463,436
0.0% of portfolio
|
Q2 2024
Added 2.87%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
4,375
shares
|
$459,550
0.0% of portfolio
|
Q2 2024
Added 3.77%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
4,025
shares
|
$422,786
0.0% of portfolio
|
Q2 2024
Added 16.03%
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
4,001
shares
|
$420,265
0.09% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
Amg National Trust Bank
|
Jul 25, 2024 Q2 2024 |
3,985
shares
|
$418,584
0.01% of portfolio
|
Q2 2024
Added 42.32%
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Oct 21, 2024 Q3 2024 |
3,980
shares
|
$418,059
0.11% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
3,787
shares
|
$397,786
0.0% of portfolio
|
Q2 2024
Added 19.46%
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Jul 23, 2024 Q2 2024 |
3,749
shares
|
$393,794
0.22% of portfolio
|
Q2 2024
Reduced 23.83%
|
|
Ascent Group, LLC
|
Aug 14, 2024 Q2 2024 |
3,696
shares
|
$388,227
0.03% of portfolio
|
Q2 2024
Reduced 13.81%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
3,674
shares
|
$385,916
0.0% of portfolio
|
Q2 2024
Added 0.71%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
3,433
shares
|
$360,602
0.01% of portfolio
|
Q2 2024
Reduced 22.78%
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
3,430
shares
|
$360,287
0.0% of portfolio
|
Q2 2024
Added 1.51%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
3,347
shares
|
$351,568
0.0% of portfolio
|
Q2 2024
Reduced 7.0%
|
|
Davenport & CO LLC
|
Aug 06, 2024 Q2 2024 |
3,338
shares
|
$350,623
0.0% of portfolio
|
Q2 2024
New holding
|
|
German American Bancorp, Inc.
Jasper, IN |
Aug 13, 2024 Q2 2024 |
2,937
shares
|
$308,502
0.03% of portfolio
|
Q2 2024
Added 33.08%
|
|
Beaumont Capital Management, LLC
Boston, MA |
Aug 12, 2024 Q2 2024 |
2,802
shares
|
$294,322
0.22% of portfolio
|
Q2 2024
Reduced 39.27%
|
|
Hanlon Investment Management, Inc.
|
Aug 05, 2024 Q2 2024 |
2,715
shares
|
$285,183
0.08% of portfolio
|
Q2 2024
Added 7.95%
|