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 4.94 Million shares, which have been reported (via 13F filing form) to have a value of $215 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
11,230
shares
|
$488,168
0.06% of portfolio
|
Q4 2024
Added 10.69%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
10,770
shares
|
$468,171
0.0% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
Aug 01, 2025 Q2 2025 |
8,994
shares
|
$390,969
0.34% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Rice Partnership, LLC
|
Jul 24, 2025 Q2 2025 |
8,938
shares
|
$388,534
0.07% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
7,591
shares
|
$329,980
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
7,298
shares
|
$317,244
0.01% of portfolio
|
Q2 2025
Reduced 51.98%
|
|
|
Charis Legacy Partners, LLC
Bryan, TX |
Jul 07, 2025 Q2 2025 |
7,100
shares
|
$308,637
0.51% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
6,324
shares
|
$274,904
0.01% of portfolio
|
Q2 2025
Reduced 8.53%
|
|
|
Jgp Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
5,756
shares
|
$250,213
0.03% of portfolio
|
Q1 2022
Added 29.32%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
5,282
shares
|
$229,608
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
5,087
shares
|
$221,131
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
|
$209,916
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
2,257
shares
|
$98,111
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
1,928
shares
|
$83,810
0.0% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
1,008
shares
|
$43,817
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kopp Family Office, LLC
Bloomington, MN |
Jul 15, 2025 Q2 2025 |
911
shares
|
$39,601
0.03% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
900
shares
|
$39,123
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
860
shares
|
$37,384
0.0% of portfolio
|
Q1 2025
Reduced 46.58%
|
|
|
Kopp Le Roy C
Bloomington, MN |
Jun 03, 2024 Q1 2024 |
834
shares
|
$36,253
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
744
shares
|
$32,341
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
741
shares
|
$32,211
0.0% of portfolio
|
Q2 2025
Added 6.16%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
673
shares
|
$29,255
0.01% of portfolio
|
Q4 2024
Added 13.49%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
555
shares
|
$24,125
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
345
shares
|
$14,997
0.0% of portfolio
|
Q2 2025
Added 15.0%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
179
shares
|
$7,781
0.0% of portfolio
|
Q3 2022
Added 517.24%
|