Institutional Ownership Ishares Tr (GBF)
This table provides information about the institutional ownership of Ishares Tr (GBF). We have compiled data on the 76 institutions that hold shares in the stock, with a total of 1.35 Million shares, which have been reported (via 13F filing form) to have a value of $138 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
7,116
shares
|
$730,884
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
6,726
shares
|
$690,827
0.0% of portfolio
|
Q1 2025
Added 68.61%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
6,104
shares
|
$626,941
0.13% of portfolio
|
Q1 2025
Reduced 11.82%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
5,880
shares
|
$603,934
0.0% of portfolio
|
Q1 2025
Reduced 72.11%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
5,580
shares
|
$573,121
0.01% of portfolio
|
Q4 2023
Added 3.53%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
May 12, 2025 Q1 2025 |
5,237
shares
|
$537,892
0.13% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
5,220
shares
|
$536,146
0.01% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
5,061
shares
|
$519,815
0.0% of portfolio
|
Q1 2025
Reduced 90.14%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
5,039
shares
|
$517,555
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
4,555
shares
|
$467,844
0.01% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Apr 23, 2025 Q1 2025 |
4,386
shares
|
$450,486
0.18% of portfolio
|
Q1 2025
Reduced 19.99%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 15, 2025 Q1 2025 |
4,374
shares
|
$449,253
0.01% of portfolio
|
Q1 2024
Added 451.92%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
4,332
shares
|
$444,939
0.0% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
4,106
shares
|
$421,727
0.0% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
May 13, 2025 Q1 2025 |
3,937
shares
|
$404,369
0.04% of portfolio
|
Q3 2024
Added 34.05%
|
|
|
5 T Wealth, LLC
Napa, CA |
Apr 22, 2025 Q1 2025 |
3,865
shares
|
$396,974
0.22% of portfolio
|
Q1 2025
Reduced 34.1%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
3,756
shares
|
$385,778
0.08% of portfolio
|
Q4 2024
Reduced 6.12%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
3,511
shares
|
$360,614
0.0% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
May 09, 2025 Q1 2025 |
3,449
shares
|
$354,246
0.09% of portfolio
|
Q1 2025
Reduced 9.28%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
3,385
shares
|
$347,673
0.0% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
May 02, 2025 Q1 2025 |
3,340
shares
|
$343,051
0.19% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
3,189
shares
|
$327,542
0.0% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
3,134
shares
|
$321,893
0.0% of portfolio
|
Q1 2025
Reduced 99.11%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
2,614
shares
|
$268,483
0.0% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
2,450
shares
|
$251,639
0.01% of portfolio
|
Q4 2024
Reduced 3.92%
|