Institutional Ownership Ishares Tr (IMTB)
This table provides information about the institutional ownership of Ishares Tr (IMTB). We have compiled data on the 48 institutions that hold shares in the stock, with a total of 4.01 Million shares, which have been reported (via 13F filing form) to have a value of $172 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
1,113,439
shares
|
$47.5 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
601,353
shares
|
$25.7 Million
0.01% of portfolio
|
Q3 2024
Added 77.19%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
505,050
shares
|
$21.6 Million
3.9% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
428,795
shares
|
$18.3 Million
0.6% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
216,250
shares
|
$9.23 Million
1.12% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
167,739
shares
|
$7.16 Million
0.0% of portfolio
|
Q3 2024
Added 95.91%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
162,571
shares
|
$6.94 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
144,964
shares
|
$6.19 Million
0.42% of portfolio
|
Q3 2024
Added 6.88%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
121,567
shares
|
$5.19 Million
1.11% of portfolio
|
Q3 2024
Added 6.56%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
108,338
shares
|
$4.62 Million
0.0% of portfolio
|
Q3 2024
Added 58.91%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
98,134
shares
|
$4.19 Million
0.0% of portfolio
|
Q3 2024
Added 19.68%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
47,488
shares
|
$2.03 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.49%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
45,852
shares
|
$1.96 Million
0.16% of portfolio
|
Q3 2024
Reduced 5.63%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
44,546
shares
|
$1.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.69%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
27,906
shares
|
$1.19 Million
0.22% of portfolio
|
Q3 2024
Reduced 31.73%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
21,714
shares
|
$926,753
0.0% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
15,541
shares
|
$663,289
0.0% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
13,694
shares
|
$584,459
0.0% of portfolio
|
Q3 2024
Added 18.05%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
12,848
shares
|
$548,352
0.0% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
12,578
shares
|
$536,829
0.0% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
11,964
shares
|
$510,623
0.0% of portfolio
|
Q1 2024
Reduced 3.14%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
11,841
shares
|
$505,373
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
10,145
shares
|
$432,988
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
5 T Wealth, LLC
Napa, CA |
Jan 31, 2025 Q4 2024 |
8,398
shares
|
$358,426
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
8,396
shares
|
$358,341
0.07% of portfolio
|
Q4 2024
Added 7.9%
|