Institutional Ownership Ishares Tr (ITB)
This table provides information about the institutional ownership of Ishares Tr (ITB). We have compiled data on the 420 institutions that hold shares in the stock, with a total of 21.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Basso Capital Management, L.P.
Stamford, CT |
Feb 10, 2025 Q4 2024 |
1,309
shares
|
$116,592
0.12% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Amundi
Paris, I0 |
Feb 07, 2025 Q4 2024 |
1,300
shares
|
$115,790
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
1,300
shares
|
$115,790
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
1,242
shares
|
$110,624
0.07% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
1,224
shares
|
$109,021
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,097
shares
|
$97,709
0.0% of portfolio
|
Q3 2024
Reduced 25.22%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
1,086
shares
|
$96,730
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,000
shares
|
$89,070
0.05% of portfolio
|
Q1 2018
New holding
|
|
|
Lynwood Capital Management Inc.
|
May 10, 2024 Q1 2024 |
1,000
shares
|
$89,070
1.03% of portfolio
|
Q1 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
936
shares
|
$83,369
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
931
shares
|
$82,924
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
814
shares
|
$72,502
0.0% of portfolio
|
Q4 2024
Added 42.06%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
812
shares
|
$72,324
0.01% of portfolio
|
Q2 2020
Reduced 76.8%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
672
shares
|
$59,855
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
659
shares
|
$58,697
0.0% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
652
shares
|
$58,073
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
510
shares
|
$45,425
0.03% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
500
shares
|
$44,535
0.01% of portfolio
|
Q4 2023
Reduced 51.69%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
500
shares
|
$44,535
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Feb 11, 2025 Q4 2024 |
500
shares
|
$44,535
0.02% of portfolio
|
Q1 2020
Reduced 50.0%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
485
shares
|
$43,198
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
463
shares
|
$41,239
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
445
shares
|
$39,636
0.0% of portfolio
|
Q4 2024
Added 934.88%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
427
shares
|
$38,032
0.0% of portfolio
|
Q3 2024
Added 252.89%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
423
shares
|
$37,676
0.0% of portfolio
|
Q1 2018
Closed
|