Institutional Ownership Ishares Tr (ITB)
This table provides information about the institutional ownership of Ishares Tr (ITB). We have compiled data on the 412 institutions that hold shares in the stock, with a total of 18.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
6,822
shares
|
$748,509
0.06% of portfolio
|
Q3 2024
Reduced 82.47%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
6,742
shares
|
$739,732
0.09% of portfolio
|
Q3 2024
Reduced 9.0%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Nov 07, 2024 Q3 2024 |
6,502
shares
|
$713,399
0.41% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
6,367
shares
|
$698,587
0.06% of portfolio
|
Q3 2021
Added 19.86%
|
|
|
Terra Nova Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
6,120
shares
|
$671,486
0.51% of portfolio
|
Q4 2024
Reduced 63.34%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 24, 2024 Q3 2024 |
5,917
shares
|
$649,213
0.2% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
5,908
shares
|
$648,225
0.36% of portfolio
|
Q4 2023
Added 12.49%
|
|
|
Sandler Capital Management
New York, NY |
Nov 14, 2024 Q3 2024 |
5,800
shares
|
$636,376
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Oct 08, 2024 Q3 2024 |
5,703
shares
|
$625,733
0.53% of portfolio
|
Q4 2023
Added 26.13%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
5,676
shares
|
$622,770
0.0% of portfolio
|
Q3 2024
Reduced 18.76%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
5,645
shares
|
$619,369
0.0% of portfolio
|
Q3 2024
Reduced 5.19%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
5,635
shares
|
$618,272
0.09% of portfolio
|
Q4 2024
Reduced 25.1%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
5,352
shares
|
$587,221
0.01% of portfolio
|
Q3 2024
Added 37.09%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
5,320
shares
|
$583,710
0.02% of portfolio
|
Q3 2024
Added 39.34%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
5,205
shares
|
$571,092
0.01% of portfolio
|
Q3 2024
Reduced 45.2%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 14, 2024 Q3 2024 |
5,066
shares
|
$555,841
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
5,061
shares
|
$555,292
0.15% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Washington Growth Strategies LLC
Washington, DC |
Nov 13, 2024 Q3 2024 |
4,971
shares
|
$545,418
1.54% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Oct 22, 2024 Q3 2024 |
4,921
shares
|
$539,932
0.28% of portfolio
|
Q3 2024
Reduced 12.31%
|
|
|
Liberty One Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
4,862
shares
|
$533,458
0.06% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
4,700
shares
|
$515,684
0.2% of portfolio
|
Q3 2024
Added 7.87%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 08, 2024 Q3 2024 |
4,696
shares
|
$515,245
0.41% of portfolio
|
Q3 2024
Added 27.09%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
4,672
shares
|
$512,611
0.0% of portfolio
|
Q3 2023
Added 18.34%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
4,654
shares
|
$510,636
0.0% of portfolio
|
Q3 2024
Reduced 9.61%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
4,638
shares
|
$508,881
0.0% of portfolio
|
Q3 2024
Added 8.29%
|