Institutional Ownership Ishares Tr (ITB)
This table provides information about the institutional ownership of Ishares Tr (ITB). We have compiled data on the 393 institutions that hold shares in the stock, with a total of 22.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
1,164
shares
|
$104,154
0.01% of portfolio
|
Q1 2025
Reduced 28.98%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
1,122
shares
|
$100,396
0.0% of portfolio
|
Q1 2025
Added 20.52%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,097
shares
|
$98,159
0.0% of portfolio
|
Q3 2024
Reduced 25.22%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,000
shares
|
$89,480
0.05% of portfolio
|
Q1 2018
New holding
|
|
|
Lynwood Capital Management Inc.
|
May 10, 2024 Q1 2024 |
1,000
shares
|
$89,480
1.03% of portfolio
|
Q1 2024
New holding
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
1,000
shares
|
$89,480
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
936
shares
|
$83,753
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
900
shares
|
$80,532
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
877
shares
|
$78,473
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
825
shares
|
$73,821
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
753
shares
|
$67,378
0.0% of portfolio
|
Q1 2025
Reduced 7.49%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
672
shares
|
$60,130
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
659
shares
|
$58,967
0.0% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
652
shares
|
$58,340
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
529
shares
|
$47,334
0.01% of portfolio
|
Q1 2025
Reduced 34.85%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
513
shares
|
$45,903
0.03% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
500
shares
|
$44,740
0.01% of portfolio
|
Q4 2023
Reduced 51.69%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
500
shares
|
$44,740
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 08, 2025 Q1 2025 |
500
shares
|
$44,740
0.02% of portfolio
|
Q1 2020
Reduced 50.0%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
485
shares
|
$43,397
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
466
shares
|
$41,697
0.01% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
445
shares
|
$39,818
0.0% of portfolio
|
Q4 2024
Added 934.88%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
434
shares
|
$38,834
0.0% of portfolio
|
Q1 2025
Reduced 76.11%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
427
shares
|
$38,207
0.0% of portfolio
|
Q3 2024
Added 252.89%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
423
shares
|
$37,850
0.0% of portfolio
|
Q1 2018
Closed
|