Institutional Ownership Ishares Tr (GBF)
This table provides information about the institutional ownership of Ishares Tr (GBF). We have compiled data on the 81 institutions that hold shares in the stock, with a total of 1.83 Million shares, which have been reported (via 13F filing form) to have a value of $188 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
2,919
shares
|
$299,927
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Nov 05, 2024 Q3 2024 |
2,892
shares
|
$297,153
0.23% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
2,711
shares
|
$278,555
0.08% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
2,605
shares
|
$267,663
0.0% of portfolio
|
Q4 2024
Added 8.86%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
2,601
shares
|
$267,252
0.02% of portfolio
|
Q3 2024
Reduced 29.63%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
2,450
shares
|
$251,737
0.01% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
2,343
shares
|
$240,743
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
2,151
shares
|
$221,015
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
2,070
shares
|
$212,692
0.0% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
2,024
shares
|
$207,966
0.0% of portfolio
|
Q4 2024
Added 6.81%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
1,931
shares
|
$198,410
0.0% of portfolio
|
Q2 2022
Added 1.71%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,398
shares
|
$143,644
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
942
shares
|
$96,790
0.0% of portfolio
|
Q2 2024
Reduced 3.98%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
846
shares
|
$86,926
0.0% of portfolio
|
Q3 2024
Reduced 64.75%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
649
shares
|
$66,684
0.02% of portfolio
|
Q4 2024
Added 14.46%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
495
shares
|
$50,861
0.0% of portfolio
|
Q3 2023
Reduced 35.38%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
461
shares
|
$47,367
0.0% of portfolio
|
Q3 2024
Reduced 15.1%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
305
shares
|
$31,338
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
272
shares
|
$27,948
0.0% of portfolio
|
Q4 2024
Added 16.24%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
222
shares
|
$22,810
0.0% of portfolio
|
Q4 2024
Reduced 15.27%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
150
shares
|
$15,412
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
119
shares
|
$12,227
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
110
shares
|
$11,302
0.0% of portfolio
|
Q1 2024
Added 48.65%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
71
shares
|
$7,295
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
65
shares
|
$6,678
0.0% of portfolio
|
Q1 2021
New holding
|