Institutional Ownership Ishares Tr (INTF)
This table provides information about the institutional ownership of Ishares Tr (INTF). We have compiled data on the 160 institutions that hold shares in the stock, with a total of 46 Million shares, which have been reported (via 13F filing form) to have a value of $1.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Financial Services, Inc,
Utica, NY |
Feb 11, 2025 Q4 2024 |
8,506,713
shares
|
$264 Million
14.65% of portfolio
|
Q4 2024
Added 7.99%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
3,142,298
shares
|
$97.4 Million
5.03% of portfolio
|
Q4 2024
Added 9.85%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
2,523,641
shares
|
$78.2 Million
14.86% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
2,438,171
shares
|
$75.6 Million
3.22% of portfolio
|
Q3 2022
Reduced 0.12%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
1,830,271
shares
|
$56.7 Million
5.43% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
1,612,985
shares
|
$50 Million
4.15% of portfolio
|
Q3 2022
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
1,537,960
shares
|
$47.7 Million
2.23% of portfolio
|
Q4 2024
Added 33.92%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
1,503,165
shares
|
$46.6 Million
0.53% of portfolio
|
Q4 2024
Added 22.73%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,425,417
shares
|
$44.2 Million
0.0% of portfolio
|
Q4 2024
Added 1462.46%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,352,501
shares
|
$41.9 Million
0.16% of portfolio
|
Q4 2024
Reduced 10.94%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,229,373
shares
|
$38.1 Million
1.39% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
1,069,493
shares
|
$33.2 Million
3.42% of portfolio
|
Q4 2024
Added 6.11%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
972,001
shares
|
$30.1 Million
4.16% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
968,463
shares
|
$30 Million
0.02% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
946,471
shares
|
$29.3 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
935,056
shares
|
$29 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
891,076
shares
|
$27.6 Million
0.01% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
885,256
shares
|
$27.4 Million
0.01% of portfolio
|
Q4 2024
Added 16.52%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
769,558
shares
|
$23.9 Million
1.62% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
746,571
shares
|
$23.1 Million
1.46% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
714,204
shares
|
$22.1 Million
0.0% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
681,638
shares
|
$21.1 Million
0.19% of portfolio
|
Q4 2024
Added 15.44%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
510,040
shares
|
$15.8 Million
0.95% of portfolio
|
Q4 2024
Reduced 5.08%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
476,218
shares
|
$14.8 Million
0.5% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
458,494
shares
|
$14.2 Million
0.0% of portfolio
|
Q4 2024
Added 11.94%
|