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 |
|---|---|---|---|---|---|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
64
shares
|
$6,577
0.0% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
63
shares
|
$6,475
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
60
shares
|
$6,166
0.0% of portfolio
|
Q2 2025
Reduced 85.95%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
58
shares
|
$5,961
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
56
shares
|
$5,755
0.0% of portfolio
|
Q4 2024
Reduced 47.17%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
50
shares
|
$5,139
0.0% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
47
shares
|
$4,830
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
40
shares
|
$4,111
0.0% of portfolio
|
Q3 2024
Reduced 85.92%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
40
shares
|
$4,111
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
38
shares
|
$3,905
0.0% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
37
shares
|
$3,802
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
28
shares
|
$2,877
0.0% of portfolio
|
Q1 2025
Reduced 74.07%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Aug 14, 2025 Q2 2025 |
28
shares
|
$2,877
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
28
shares
|
$2,877
0.0% of portfolio
|
Q2 2025
Reduced 74.07%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
25
shares
|
$2,569
0.0% of portfolio
|
Q2 2025
Reduced 81.62%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
23
shares
|
$2,363
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
22
shares
|
$2,261
0.0% of portfolio
|
Q1 2022
Closed
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
20
shares
|
$2,055
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
20
shares
|
$2,055
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
19
shares
|
$1,952
0.0% of portfolio
|
Q1 2024
Reduced 99.54%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
18
shares
|
$1,850
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
17
shares
|
$1,747
0.0% of portfolio
|
Q3 2025
Reduced 90.61%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
16
shares
|
$1,644
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
16
shares
|
$1,644
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
14
shares
|
$1,438
0.0% of portfolio
|
Q3 2024
New holding
|