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 |
|---|---|---|---|---|---|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
7,931
shares
|
$709,665
0.1% of portfolio
|
Q4 2022
Reduced 18.59%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Apr 11, 2025 Q1 2025 |
7,923
shares
|
$708,950
0.36% of portfolio
|
Q4 2022
New holding
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
7,693
shares
|
$688,369
0.24% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
7,448
shares
|
$666,447
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
7,422
shares
|
$664,120
0.01% of portfolio
|
Q1 2025
Added 14.34%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
7,232
shares
|
$647,119
0.01% of portfolio
|
Q1 2025
Reduced 8.07%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
7,221
shares
|
$646,135
0.02% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
7,204
shares
|
$644,613
0.02% of portfolio
|
Q1 2025
Reduced 39.44%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
7,020
shares
|
$628,149
0.1% of portfolio
|
Q4 2021
New holding
|
|
|
Diversified Trust CO
|
Apr 24, 2025 Q1 2025 |
7,000
shares
|
$626,360
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
6,977
shares
|
$624,301
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
6,924
shares
|
$619,559
0.23% of portfolio
|
Q4 2024
Reduced 39.34%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
6,901
shares
|
$617,501
0.03% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
6,791
shares
|
$607,658
0.01% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
6,715
shares
|
$600,858
0.06% of portfolio
|
Q4 2024
Reduced 6.93%
|
|
|
Juncture Wealth Strategies, LLC
|
Apr 09, 2025 Q1 2025 |
6,624
shares
|
$592,715
0.25% of portfolio
|
Q1 2025
Added 54.01%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
6,538
shares
|
$585,020
0.0% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Sea Bridge Investment Advisors LLC
|
May 02, 2025 Q1 2025 |
6,367
shares
|
$569,719
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
6,337
shares
|
$567,034
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
6,219
shares
|
$556,476
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
6,145
shares
|
$549,854
0.01% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Apr 22, 2025 Q1 2025 |
6,088
shares
|
$544,754
0.29% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
5,908
shares
|
$528,647
0.36% of portfolio
|
Q4 2023
Added 12.49%
|
|
|
Sterling Investment Advisors, Ltd.
|
May 07, 2025 Q1 2025 |
5,843
shares
|
$522,831
0.14% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
5,822
shares
|
$520,952
0.04% of portfolio
|
Q1 2025
Added 45.51%
|