Institutional Ownership Ishares Tr (IMTB)
This table provides information about the institutional ownership of Ishares Tr (IMTB). We have compiled data on the 54 institutions that hold shares in the stock, with a total of 4.52 Million shares, which have been reported (via 13F filing form) to have a value of $195 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,177,716
shares
|
$50.7 Million
0.09% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
505,050
shares
|
$21.7 Million
3.9% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
484,701
shares
|
$20.9 Million
2.56% of portfolio
|
Q1 2025
Added 124.14%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
472,792
shares
|
$20.3 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
452,304
shares
|
$19.5 Million
0.62% of portfolio
|
Q1 2025
Added 3.88%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
272,458
shares
|
$11.7 Million
0.0% of portfolio
|
Q1 2025
Added 31.41%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
162,571
shares
|
$7 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
154,577
shares
|
$6.65 Million
0.39% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
125,646
shares
|
$5.41 Million
0.0% of portfolio
|
Q1 2025
Added 29.06%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
123,812
shares
|
$5.33 Million
1.12% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
70,143
shares
|
$3.02 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.24%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
66,648
shares
|
$2.87 Million
0.0% of portfolio
|
Q1 2025
Added 9.86%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
58,949
shares
|
$2.54 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
50,156
shares
|
$2.16 Million
0.0% of portfolio
|
Q1 2025
Added 119.73%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
49,213
shares
|
$2.12 Million
0.0% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
41,072
shares
|
$1.77 Million
0.14% of portfolio
|
Q1 2025
Reduced 6.27%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
31,604
shares
|
$1.36 Million
0.0% of portfolio
|
Q1 2025
Added 59.37%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
May 05, 2025 Q1 2025 |
28,531
shares
|
$1.23 Million
0.21% of portfolio
|
Q1 2025
Reduced 8.59%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
23,627
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2024
Reduced 28.55%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
22,291
shares
|
$959,404
0.0% of portfolio
|
Q1 2025
Added 63.98%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
15,197
shares
|
$654,078
0.02% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
15,150
shares
|
$652,056
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
13,882
shares
|
$597,481
0.0% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
11,230
shares
|
$483,339
0.06% of portfolio
|
Q4 2024
Added 10.69%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
10,354
shares
|
$445,636
0.0% of portfolio
|
Q1 2025
Reduced 4.58%
|