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 |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
9,190
shares
|
$395,537
0.0% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
May 21, 2025 Q1 2025 |
8,994
shares
|
$387,101
0.4% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
8,614
shares
|
$370,746
0.08% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
5 T Wealth, LLC
Napa, CA |
Apr 22, 2025 Q1 2025 |
7,141
shares
|
$307,348
0.17% of portfolio
|
Q1 2025
Reduced 14.97%
|
|
|
Charis Legacy Partners, LLC
Bryan, TX |
Apr 15, 2025 Q1 2025 |
7,100
shares
|
$305,584
0.58% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
6,914
shares
|
$297,578
0.01% of portfolio
|
Q4 2024
Added 167.67%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
6,472
shares
|
$278,554
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jgp Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
5,756
shares
|
$247,738
0.03% of portfolio
|
Q1 2022
Added 29.32%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
5,087
shares
|
$218,944
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
|
$207,840
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
2,257
shares
|
$97,141
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
1,974
shares
|
$84,960
0.0% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
1,110
shares
|
$47,774
0.01% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
1,008
shares
|
$43,384
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kopp Family Office, LLC
Bloomington, MN |
May 14, 2025 Q1 2025 |
911
shares
|
$39,209
0.03% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
900
shares
|
$38,736
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
860
shares
|
$37,014
0.0% of portfolio
|
Q1 2025
Reduced 46.58%
|
|
|
Kopp Le Roy C
Bloomington, MN |
Jun 03, 2024 Q1 2024 |
834
shares
|
$35,895
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
744
shares
|
$32,021
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
698
shares
|
$30,041
0.0% of portfolio
|
Q1 2025
Added 21.82%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
673
shares
|
$28,965
0.01% of portfolio
|
Q4 2024
Added 13.49%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
300
shares
|
$12,912
0.0% of portfolio
|
Q3 2024
Added 46.34%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
179
shares
|
$7,704
0.0% of portfolio
|
Q3 2022
Added 517.24%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
161
shares
|
$6,929
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
55
shares
|
$2,367
0.0% of portfolio
|
Q3 2024
New holding
|