Institutional Ownership Ishares Tr (ITB)
This table provides information about the institutional ownership of Ishares Tr (ITB). We have compiled data on the 412 institutions that hold shares in the stock, with a total of 18.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
1,392
shares
|
$152,730
0.01% of portfolio
|
Q4 2024
Reduced 7.2%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
1,309
shares
|
$143,623
0.16% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Rice Partnership, LLC
|
Nov 13, 2024 Q3 2024 |
1,300
shares
|
$142,636
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
1,234
shares
|
$135,394
0.07% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,223
shares
|
$134,187
0.0% of portfolio
|
Q1 2024
Added 0.08%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,097
shares
|
$120,362
0.0% of portfolio
|
Q3 2024
Reduced 25.22%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
1,086
shares
|
$119,155
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,000
shares
|
$109,720
0.05% of portfolio
|
Q1 2018
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
1,000
shares
|
$109,720
0.0% of portfolio
|
Q3 2024
Reduced 44.44%
|
|
|
Lynwood Capital Management Inc.
|
May 10, 2024 Q1 2024 |
1,000
shares
|
$109,720
1.03% of portfolio
|
Q1 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
931
shares
|
$102,149
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
812
shares
|
$89,092
0.02% of portfolio
|
Q2 2020
Reduced 76.8%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
664
shares
|
$72,854
0.0% of portfolio
|
Q2 2024
Added 256.99%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
652
shares
|
$71,537
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
651
shares
|
$71,427
0.0% of portfolio
|
Q1 2024
Reduced 5.1%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
573
shares
|
$62,869
0.0% of portfolio
|
Q3 2024
Reduced 66.78%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
516
shares
|
$56,615
0.02% of portfolio
|
Q2 2024
Reduced 6.86%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
509
shares
|
$55,847
0.04% of portfolio
|
Q2 2024
Added 0.2%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
501
shares
|
$54,969
0.0% of portfolio
|
Q2 2024
Reduced 99.68%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
500
shares
|
$54,860
0.02% of portfolio
|
Q1 2020
Reduced 50.0%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
500
shares
|
$54,860
0.01% of portfolio
|
Q4 2023
Reduced 51.69%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
485
shares
|
$53,214
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
427
shares
|
$46,850
0.0% of portfolio
|
Q3 2024
Added 252.89%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
423
shares
|
$46,411
0.01% of portfolio
|
Q1 2018
Closed
|
|
|
Canton Hathaway, LLC
|
Nov 13, 2024 Q3 2024 |
395
shares
|
$43,339
0.01% of portfolio
|
Q4 2022
Reduced 2.47%
|