Institutional Ownership Ishares Tr (IMTB)
This table provides information about the institutional ownership of Ishares Tr (IMTB). We have compiled data on the 54 institutions that hold shares in the stock, with a total of 4.94 Million shares, which have been reported (via 13F filing form) to have a value of $215 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
1,169,507
shares
|
$50.8 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
581,061
shares
|
$25.3 Million
2.91% of portfolio
|
Q2 2025
Added 19.88%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
505,050
shares
|
$22 Million
3.9% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
457,236
shares
|
$19.9 Million
0.6% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
456,727
shares
|
$19.9 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
283,154
shares
|
$12.3 Million
0.0% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
259,691
shares
|
$11.3 Million
2.35% of portfolio
|
Q2 2025
New holding
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
154,342
shares
|
$6.71 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
130,133
shares
|
$5.66 Million
0.15% of portfolio
|
Q2 2025
Reduced 19.95%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
123,812
shares
|
$5.38 Million
1.12% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
118,950
shares
|
$5.17 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
114,349
shares
|
$4.97 Million
0.0% of portfolio
|
Q2 2025
Added 261.82%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
70,642
shares
|
$3.07 Million
0.0% of portfolio
|
Q2 2025
Added 40.84%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
68,945
shares
|
$3 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
66,648
shares
|
$2.9 Million
0.0% of portfolio
|
Q1 2025
Added 9.86%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
47,117
shares
|
$2.05 Million
0.0% of portfolio
|
Q2 2025
Reduced 20.07%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
46,457
shares
|
$2.02 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
40,155
shares
|
$1.75 Million
0.0% of portfolio
|
Q2 2025
Added 80.14%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
39,457
shares
|
$1.72 Million
0.13% of portfolio
|
Q2 2025
Reduced 3.93%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Aug 06, 2025 Q2 2025 |
26,554
shares
|
$1.15 Million
0.18% of portfolio
|
Q2 2025
Reduced 6.93%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
19,948
shares
|
$867,139
0.01% of portfolio
|
Q2 2025
Added 31.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
16,636
shares
|
$723,166
0.0% of portfolio
|
Q2 2025
Reduced 29.59%
|
|
|
5 T Wealth, LLC
Napa, CA |
Aug 05, 2025 Q2 2025 |
14,743
shares
|
$640,878
0.31% of portfolio
|
Q2 2025
Added 106.46%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
13,981
shares
|
$607,754
0.0% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
12,167
shares
|
$528,899
0.0% of portfolio
|
Q2 2025
Added 32.39%
|