Institutional Ownership Ishares Tr (GBF)
This table provides information about the institutional ownership of Ishares Tr (GBF). We have compiled data on the 80 institutions that hold shares in the stock, with a total of 1.82 Million shares, which have been reported (via 13F filing form) to have a value of $186 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
372,200
shares
|
$38.1 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
230,467
shares
|
$23.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
172,390
shares
|
$17.6 Million
0.58% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
134,651
shares
|
$13.8 Million
0.17% of portfolio
|
Q3 2024
Reduced 7.57%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
128,337
shares
|
$13.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.16%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
93,767
shares
|
$9.59 Million
0.01% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
93,271
shares
|
$9.54 Million
0.0% of portfolio
|
Q3 2024
Added 5.36%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
59,990
shares
|
$6.14 Million
0.0% of portfolio
|
Q3 2024
Added 8.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
47,297
shares
|
$4.84 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
36,328
shares
|
$3.72 Million
0.43% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
34,379
shares
|
$3.52 Million
0.0% of portfolio
|
Q3 2024
Added 253.66%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
33,325
shares
|
$3.41 Million
0.01% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
31,988
shares
|
$3.27 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
28,943
shares
|
$2.96 Million
1.14% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
27,787
shares
|
$2.84 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
20,294
shares
|
$2.08 Million
0.0% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
14,820
shares
|
$1.52 Million
1.37% of portfolio
|
Q3 2023
Reduced 3.7%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2024 Q3 2024 |
14,411
shares
|
$1.47 Million
0.54% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
14,099
shares
|
$1.44 Million
0.05% of portfolio
|
Q4 2024
Added 4.91%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
12,233
shares
|
$1.25 Million
0.23% of portfolio
|
Q1 2023
Reduced 0.27%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
11,851
shares
|
$1.21 Million
0.06% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
11,631
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 31.27%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
11,582
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2024
Added 71.28%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
11,200
shares
|
$1.15 Million
0.07% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Nov 12, 2024 Q3 2024 |
11,163
shares
|
$1.14 Million
0.16% of portfolio
|
Q3 2024
Added 0.57%
|