Institutional Ownership Ishares Tr (INTF)
This table provides information about the institutional ownership of Ishares Tr (INTF). We have compiled data on the 178 institutions that hold shares in the stock, with a total of 50.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Financial Services, Inc,
Utica, NY |
Aug 01, 2025 Q2 2025 |
8,575,507
shares
|
$299 Million
15.94% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,195,954
shares
|
$112 Million
5.78% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
2,732,428
shares
|
$95.4 Million
16.26% of portfolio
|
Q1 2025
Added 8.27%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
2,520,000
shares
|
$88 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
2,438,171
shares
|
$85.1 Million
3.22% of portfolio
|
Q3 2022
Reduced 0.12%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
2,290,401
shares
|
$80 Million
1.45% of portfolio
|
Q1 2025
Added 86.31%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
1,853,513
shares
|
$64.7 Million
5.85% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
1,729,476
shares
|
$60.4 Million
2.43% of portfolio
|
Q1 2025
Added 12.45%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
1,612,985
shares
|
$56.3 Million
4.15% of portfolio
|
Q3 2022
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,485,395
shares
|
$51.9 Million
0.0% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
1,210,005
shares
|
$42.3 Million
0.46% of portfolio
|
Q1 2025
Reduced 19.5%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,055,237
shares
|
$36.8 Million
0.01% of portfolio
|
Q2 2025
Added 8.29%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
972,001
shares
|
$33.9 Million
4.16% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
968,463
shares
|
$33.8 Million
0.02% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
962,999
shares
|
$33.6 Million
0.01% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
898,734
shares
|
$31.4 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
878,240
shares
|
$30.7 Million
0.01% of portfolio
|
Q1 2025
Added 91.55%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
851,829
shares
|
$29.7 Million
0.1% of portfolio
|
Q2 2025
Reduced 6.62%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
807,176
shares
|
$28.2 Million
3.07% of portfolio
|
Q2 2025
Added 41.47%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
773,168
shares
|
$27 Million
0.78% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
760,428
shares
|
$26.6 Million
0.23% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
749,022
shares
|
$26.2 Million
1.71% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
684,080
shares
|
$23.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
657,076
shares
|
$22.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 26.26%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jul 10, 2025 Q2 2025 |
623,742
shares
|
$21.8 Million
9.19% of portfolio
|
Q2 2025
Added 39.57%
|