Institutional Ownership Ishares Tr (IMTB)
This table provides information about the institutional ownership of Ishares Tr (IMTB). We have compiled data on the 51 institutions that hold shares in the stock, with a total of 4.04 Million shares, which have been reported (via 13F filing form) to have a value of $175 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
5 T Wealth, LLC
Napa, CA |
Jan 31, 2025 Q4 2024 |
8,398
shares
|
$363,633
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
8,396
shares
|
$363,546
0.07% of portfolio
|
Q4 2024
Added 7.9%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
6,914
shares
|
$299,376
0.01% of portfolio
|
Q4 2024
Added 167.67%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
5,975
shares
|
$258,717
0.0% of portfolio
|
Q4 2024
Added 16.86%
|
|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,756
shares
|
$249,234
0.03% of portfolio
|
Q1 2022
Added 29.32%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
5,275
shares
|
$228,407
0.12% of portfolio
|
Q4 2024
Added 12.91%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
5,087
shares
|
$220,267
0.0% of portfolio
|
Q4 2024
Reduced 14.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,829
shares
|
$209,095
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
2,257
shares
|
$97,728
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
2,044
shares
|
$88,505
0.0% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
1,362
shares
|
$58,974
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kopp Family Office, LLC
Bloomington, MN |
Feb 13, 2025 Q4 2024 |
911
shares
|
$39,446
0.02% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
860
shares
|
$37,238
0.0% of portfolio
|
Q2 2024
Reduced 55.67%
|
|
|
Kopp Le Roy C
Bloomington, MN |
Jun 03, 2024 Q1 2024 |
834
shares
|
$36,112
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
744
shares
|
$32,215
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
673
shares
|
$29,140
0.01% of portfolio
|
Q4 2024
Added 13.49%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
573
shares
|
$24,810
0.0% of portfolio
|
Q4 2024
Added 23.23%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
555
shares
|
$24,031
0.0% of portfolio
|
Q3 2023
Reduced 87.99%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
300
shares
|
$12,990
0.0% of portfolio
|
Q3 2024
Added 46.34%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
179
shares
|
$7,750
0.0% of portfolio
|
Q3 2022
Added 517.24%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
160
shares
|
$6,928
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
55
shares
|
$2,381
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
47
shares
|
$2,035
0.0% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
38
shares
|
$1,645
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|