Institutional Ownership Ishares Tr (ITB)
This table provides information about the institutional ownership of Ishares Tr (ITB). We have compiled data on the 404 institutions that hold shares in the stock, with a total of 21.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
2,229
shares
|
$229,096
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
2,218
shares
|
$227,966
0.01% of portfolio
|
Q2 2025
Reduced 33.23%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2025 Q2 2025 |
2,203
shares
|
$226,424
0.08% of portfolio
|
Q4 2024
Reduced 11.99%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Aug 05, 2025 Q2 2025 |
2,200
shares
|
$226,116
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
2,187
shares
|
$224,779
0.0% of portfolio
|
Q1 2025
Reduced 5.85%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,172
shares
|
$223,238
0.0% of portfolio
|
Q3 2024
Reduced 17.73%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
2,151
shares
|
$221,079
0.04% of portfolio
|
Q3 2025
Reduced 7.52%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
2,150
shares
|
$220,977
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
2,077
shares
|
$213,474
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Oct 21, 2025 Q3 2025 |
2,000
shares
|
$205,560
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
1,982
shares
|
$203,709
0.04% of portfolio
|
Q3 2025
Reduced 27.03%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
1,958
shares
|
$201,243
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
1,955
shares
|
$200,934
0.03% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
1,931
shares
|
$198,468
0.0% of portfolio
|
Q2 2025
Reduced 30.56%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 24, 2025 Q3 2025 |
1,927
shares
|
$198,057
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Quantum Capital Management, LLC
Northfield, NJ |
Aug 14, 2025 Q2 2025 |
1,899
shares
|
$195,179
0.02% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Oct 15, 2025 Q3 2025 |
1,823
shares
|
$187,367
0.76% of portfolio
|
Q3 2025
Added 40.59%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,809
shares
|
$185,929
0.01% of portfolio
|
Q1 2025
Added 180800.0%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
1,778
shares
|
$182,742
0.12% of portfolio
|
Q2 2024
Reduced 21.71%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
1,757
shares
|
$180,584
0.01% of portfolio
|
Q2 2025
Added 30.92%
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
1,751
shares
|
$179,967
0.07% of portfolio
|
Q2 2025
Reduced 41.63%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
1,714
shares
|
$176,164
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Aug 12, 2025 Q2 2025 |
1,644
shares
|
$168,970
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,639
shares
|
$168,456
0.01% of portfolio
|
Q2 2025
Added 40.81%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
1,394
shares
|
$143,275
0.02% of portfolio
|
Q3 2023
New holding
|