Institutional Ownership Ishares Tr (GBF)
This table provides information about the institutional ownership of Ishares Tr (GBF). We have compiled data on the 79 institutions that hold shares in the stock, with a total of 1.23 Million shares, which have been reported (via 13F filing form) to have a value of $131 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
6,280
shares
|
$667,061
0.04% of portfolio
|
Q2 2025
Reduced 29.2%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
6,188
shares
|
$657,289
0.0% of portfolio
|
Q2 2025
Reduced 8.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
5,607
shares
|
$595,575
0.0% of portfolio
|
Q2 2025
Reduced 46.22%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
5,580
shares
|
$592,707
0.01% of portfolio
|
Q4 2023
Added 3.53%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
5,237
shares
|
$556,274
0.12% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
4,873
shares
|
$517,610
0.0% of portfolio
|
Q2 2025
Reduced 95.59%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
4,735
shares
|
$502,951
0.04% of portfolio
|
Q3 2025
Reduced 8.48%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
4,703
shares
|
$499,552
0.09% of portfolio
|
Q2 2025
Reduced 22.95%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
4,314
shares
|
$458,233
0.01% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
4,095
shares
|
$434,970
0.01% of portfolio
|
Q2 2025
Reduced 21.55%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
4,022
shares
|
$427,216
0.15% of portfolio
|
Q2 2025
Reduced 8.3%
|
|
|
Procyon Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
3,988
shares
|
$423,605
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
3,959
shares
|
$420,524
0.0% of portfolio
|
Q2 2025
Added 12.76%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Aug 14, 2025 Q2 2025 |
3,937
shares
|
$418,188
0.04% of portfolio
|
Q3 2024
Added 34.05%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
3,823
shares
|
$406,079
0.0% of portfolio
|
Q2 2025
Reduced 6.89%
|
|
|
5 T Wealth, LLC
Napa, CA |
Oct 17, 2025 Q3 2025 |
3,822
shares
|
$405,972
0.18% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
3,624
shares
|
$384,941
0.0% of portfolio
|
Q2 2025
Reduced 16.34%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
3,576
shares
|
$379,842
0.07% of portfolio
|
Q2 2025
Reduced 4.79%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
3,306
shares
|
$351,163
0.08% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
3,306
shares
|
$351,163
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
3,251
shares
|
$345,321
0.0% of portfolio
|
Q3 2025
Reduced 4.86%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Aug 07, 2025 Q2 2025 |
3,211
shares
|
$341,072
0.17% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
2,969
shares
|
$315,367
0.0% of portfolio
|
Q2 2025
Reduced 6.9%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
2,655
shares
|
$282,014
0.0% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
2,450
shares
|
$260,239
0.01% of portfolio
|
Q4 2024
Reduced 3.92%
|