Institutional Ownership Ishares Tr (ITB)
This table provides information about the institutional ownership of Ishares Tr (ITB). We have compiled data on the 407 institutions that hold shares in the stock, with a total of 21.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rice Partnership, LLC
|
Jul 24, 2025 Q2 2025 |
1,300
shares
|
$133,614
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
1,251
shares
|
$128,577
0.06% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
1,248
shares
|
$128,269
0.0% of portfolio
|
Q2 2025
Added 11.23%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
1,101
shares
|
$113,160
0.0% of portfolio
|
Q2 2025
Reduced 8.4%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,097
shares
|
$112,749
0.0% of portfolio
|
Q3 2024
Reduced 25.22%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
1,066
shares
|
$109,563
0.0% of portfolio
|
Q2 2025
Reduced 50.78%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
1,018
shares
|
$104,630
0.0% of portfolio
|
Q2 2025
Reduced 50.73%
|
|
|
Lynwood Capital Management Inc.
|
May 10, 2024 Q1 2024 |
1,000
shares
|
$102,780
1.03% of portfolio
|
Q1 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,000
shares
|
$102,780
0.05% of portfolio
|
Q1 2018
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
936
shares
|
$96,202
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
936
shares
|
$96,202
0.0% of portfolio
|
Q3 2025
Added 49.76%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
797
shares
|
$81,915
0.0% of portfolio
|
Q3 2025
Reduced 81.95%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
741
shares
|
$76,159
0.02% of portfolio
|
Q3 2025
Reduced 44.16%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
737
shares
|
$75,748
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
717
shares
|
$73,693
0.0% of portfolio
|
Q3 2025
Added 37.36%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
710
shares
|
$72,973
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
689
shares
|
$70,815
0.0% of portfolio
|
Q2 2025
Added 68800.0%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
659
shares
|
$67,732
0.0% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
564
shares
|
$57,967
0.0% of portfolio
|
Q2 2025
Reduced 99.13%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
517
shares
|
$53,137
0.02% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
506
shares
|
$52,006
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 08, 2025 Q2 2025 |
500
shares
|
$51,390
0.02% of portfolio
|
Q1 2020
Reduced 50.0%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
494
shares
|
$50,773
0.04% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
485
shares
|
$49,848
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
478
shares
|
$49,128
0.0% of portfolio
|
Q2 2025
Reduced 72.34%
|