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 |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
469
shares
|
$48,203
0.01% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
423
shares
|
$43,475
0.0% of portfolio
|
Q1 2018
Closed
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
422
shares
|
$43,373
0.0% of portfolio
|
Q2 2025
Reduced 77.58%
|
|
|
Canton Hathaway, LLC
|
Oct 23, 2025 Q3 2025 |
395
shares
|
$40,598
0.01% of portfolio
|
Q4 2022
Reduced 2.47%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
391
shares
|
$40,186
0.0% of portfolio
|
Q2 2025
Reduced 9.91%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
385
shares
|
$39,570
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
380
shares
|
$39,056
0.02% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
365
shares
|
$37,514
0.01% of portfolio
|
Q2 2021
Reduced 98.53%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
363
shares
|
$37,309
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Thompson Investment Management, Inc.
|
Oct 17, 2025 Q3 2025 |
350
shares
|
$35,973
0.01% of portfolio
|
Q4 2023
Reduced 30.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
346
shares
|
$35,561
0.0% of portfolio
|
Q2 2025
Reduced 8.22%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
335
shares
|
$34,431
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
314
shares
|
$32,272
0.01% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
300
shares
|
$30,834
0.03% of portfolio
|
Q3 2022
Reduced 40.48%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
283
shares
|
$29,086
0.0% of portfolio
|
Q2 2025
Reduced 8.12%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
282
shares
|
$28,983
0.0% of portfolio
|
Q3 2024
Added 3425.0%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
282
shares
|
$28,983
0.0% of portfolio
|
Q1 2025
Reduced 99.39%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
272
shares
|
$27,956
0.0% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
246
shares
|
$25,283
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
223
shares
|
$22,919
0.0% of portfolio
|
Q2 2025
Reduced 49.89%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
216
shares
|
$22,200
0.01% of portfolio
|
Q2 2025
Reduced 39.33%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
205
shares
|
$21,069
0.0% of portfolio
|
Q1 2025
Reduced 49.38%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
205
shares
|
$21,069
0.0% of portfolio
|
Q2 2025
Reduced 97.03%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
200
shares
|
$20,556
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
200
shares
|
$20,556
0.0% of portfolio
|
Q2 2024
New holding
|