Institutional Ownership Ishares Tr (INTF)
This table provides information about the institutional ownership of Ishares Tr (INTF). We have compiled data on the 148 institutions that hold shares in the stock, with a total of 40.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2024 Q3 2024 |
7,877,283
shares
|
$228 Million
14.75% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
2,860,524
shares
|
$82.9 Million
4.97% of portfolio
|
Q3 2024
Added 4.85%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
2,496,961
shares
|
$72.4 Million
14.96% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
2,438,171
shares
|
$70.7 Million
3.22% of portfolio
|
Q3 2022
Reduced 0.12%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
1,790,349
shares
|
$51.9 Million
5.78% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
1,612,985
shares
|
$46.8 Million
4.15% of portfolio
|
Q3 2022
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
1,537,960
shares
|
$44.6 Million
2.23% of portfolio
|
Q4 2024
Added 33.92%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,518,649
shares
|
$44 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
1,224,727
shares
|
$35.5 Million
0.49% of portfolio
|
Q3 2024
Added 16.88%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
1,203,074
shares
|
$34.9 Million
1.62% of portfolio
|
Q3 2024
Added 11.98%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
1,007,938
shares
|
$29.2 Million
3.59% of portfolio
|
Q3 2024
Added 80.8%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
972,001
shares
|
$28.2 Million
4.16% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
968,463
shares
|
$28.1 Million
0.02% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
944,769
shares
|
$27.4 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
885,867
shares
|
$25.7 Million
0.01% of portfolio
|
Q3 2024
Added 7.3%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
789,440
shares
|
$22.9 Million
1.74% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
759,775
shares
|
$22 Million
0.01% of portfolio
|
Q3 2024
Added 21.08%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
707,492
shares
|
$20.5 Million
0.0% of portfolio
|
Q3 2024
Added 41.01%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
590,495
shares
|
$17.1 Million
0.18% of portfolio
|
Q3 2024
Added 15.16%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
537,332
shares
|
$15.6 Million
1.07% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
488,824
shares
|
$14.2 Million
0.93% of portfolio
|
Q3 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
453,301
shares
|
$13.1 Million
1.14% of portfolio
|
Q3 2024
Reduced 6.75%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
437,528
shares
|
$12.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jan 14, 2025 Q4 2024 |
435,009
shares
|
$12.6 Million
5.99% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
409,602
shares
|
$11.9 Million
0.0% of portfolio
|
Q3 2024
Added 3.26%
|