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 |
|---|---|---|---|---|---|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
136
shares
|
$12,169
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
130
shares
|
$11,632
0.01% of portfolio
|
Q1 2024
Added 116.67%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
126
shares
|
$11,274
0.0% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
125
shares
|
$11,185
0.0% of portfolio
|
Q1 2022
Reduced 35.9%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
119
shares
|
$10,648
0.0% of portfolio
|
Q3 2023
Added 80.3%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
113
shares
|
$10,111
0.0% of portfolio
|
Q1 2025
Added 105.45%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
108
shares
|
$9,663
0.01% of portfolio
|
Q4 2024
Reduced 40.98%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
106
shares
|
$9,484
0.0% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
105
shares
|
$9,395
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
103
shares
|
$9,216
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
101
shares
|
$9,037
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
100
shares
|
$8,948
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
100
shares
|
$8,948
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
100
shares
|
$8,948
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
97
shares
|
$8,679
0.0% of portfolio
|
Q1 2025
Added 11.49%
|
|
|
Washington Growth Strategies LLC
Washington, DC |
May 09, 2025 Q1 2025 |
95
shares
|
$8,500
2.99% of portfolio
|
Q1 2025
Reduced 98.09%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Apr 08, 2025 Q1 2025 |
94
shares
|
$8,411
0.01% of portfolio
|
Q1 2024
Added 25.33%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
68
shares
|
$6,084
0.0% of portfolio
|
Q2 2022
Added 580.0%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
66
shares
|
$5,905
0.0% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
66
shares
|
$5,905
0.0% of portfolio
|
Q3 2022
Reduced 91.41%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
58
shares
|
$5,189
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
56
shares
|
$5,010
0.0% of portfolio
|
Q4 2024
Reduced 47.17%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
50
shares
|
$4,474
0.0% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
50
shares
|
$4,474
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
40
shares
|
$3,579
0.0% of portfolio
|
Q3 2024
Reduced 85.92%
|