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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
5,704
shares
|
$510,393
0.0% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
5,506
shares
|
$492,676
0.01% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
5,419
shares
|
$484,892
0.29% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
May 12, 2025 Q1 2025 |
5,365
shares
|
$480,060
0.4% of portfolio
|
Q4 2024
Reduced 5.93%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
5,300
shares
|
$474,244
0.0% of portfolio
|
Q1 2025
Added 51.43%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
5,200
shares
|
$465,296
0.01% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
May 15, 2025 Q1 2025 |
5,127
shares
|
$458,763
0.43% of portfolio
|
Q1 2025
Reduced 75.47%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
5,101
shares
|
$456,437
0.17% of portfolio
|
Q4 2024
Added 8.53%
|
|
|
Lyell Wealth Management, LP
|
May 08, 2025 Q1 2025 |
4,750
shares
|
$425,030
0.04% of portfolio
|
Q1 2025
Added 8.45%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Apr 24, 2025 Q1 2025 |
4,721
shares
|
$422,435
0.29% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Liberty One Investment Management, LLC
|
Apr 30, 2025 Q1 2025 |
4,674
shares
|
$418,229
0.05% of portfolio
|
Q1 2025
Reduced 3.87%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
4,672
shares
|
$418,050
0.0% of portfolio
|
Q3 2023
Added 18.34%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
4,648
shares
|
$415,903
0.0% of portfolio
|
Q1 2025
Reduced 40.65%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
4,637
shares
|
$414,918
0.05% of portfolio
|
Q1 2025
Added 9.29%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
4,542
shares
|
$406,418
0.01% of portfolio
|
Q1 2025
Added 45.34%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
4,420
shares
|
$395,501
0.0% of portfolio
|
Q1 2025
Reduced 21.58%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
4,282
shares
|
$383,153
0.01% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
May 15, 2025 Q1 2025 |
4,253
shares
|
$380,558
0.19% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
4,137
shares
|
$370,178
0.26% of portfolio
|
Q3 2022
Reduced 10.69%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
May 02, 2025 Q1 2025 |
4,122
shares
|
$368,836
0.38% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
4,093
shares
|
$366,241
0.03% of portfolio
|
Q1 2025
Added 12.2%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
4,002
shares
|
$358,098
0.0% of portfolio
|
Q1 2025
Reduced 12.16%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
3,987
shares
|
$356,756
0.0% of portfolio
|
Q1 2025
Reduced 42.77%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Apr 11, 2025 Q1 2025 |
3,945
shares
|
$352,998
0.16% of portfolio
|
Q1 2025
Reduced 17.47%
|
|
|
Wp Advisors, LLC
|
May 12, 2025 Q1 2025 |
3,905
shares
|
$349,419
0.12% of portfolio
|
Q1 2025
New holding
|