Institutional Ownership Ishares Tr (IMTB)
This table provides information about the institutional ownership of Ishares Tr (IMTB). We have compiled data on the 58 institutions that hold shares in the stock, with a total of 5.06 Million shares, which have been reported (via 13F filing form) to have a value of $223 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
1,172,918
shares
|
$51.8 Million
0.07% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
618,442
shares
|
$27.3 Million
2.76% of portfolio
|
Q3 2025
Added 6.43%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
505,050
shares
|
$22.3 Million
3.9% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
471,820
shares
|
$20.8 Million
0.59% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
428,199
shares
|
$18.9 Million
0.03% of portfolio
|
Q3 2025
Reduced 6.25%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
311,733
shares
|
$13.8 Million
0.0% of portfolio
|
Q3 2025
Added 10.09%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
255,724
shares
|
$11.3 Million
2.2% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
161,306
shares
|
$7.12 Million
0.31% of portfolio
|
Q3 2025
Added 4.51%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
143,786
shares
|
$6.35 Million
0.15% of portfolio
|
Q3 2025
Added 10.49%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
123,812
shares
|
$5.47 Million
1.12% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
113,143
shares
|
$5 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.88%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
89,131
shares
|
$3.94 Million
0.0% of portfolio
|
Q3 2025
Added 91.86%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 07, 2025 Q3 2025 |
73,512
shares
|
$3.25 Million
0.0% of portfolio
|
Q3 2025
Added 10.3%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
73,494
shares
|
$3.24 Million
0.0% of portfolio
|
Q3 2025
Added 6.6%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
62,479
shares
|
$2.76 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
56,373
shares
|
$2.49 Million
0.0% of portfolio
|
Q3 2025
Added 40.39%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
53,444
shares
|
$2.36 Million
0.0% of portfolio
|
Q3 2025
Reduced 53.26%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
38,975
shares
|
$1.72 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
35,335
shares
|
$1.56 Million
0.0% of portfolio
|
Q2 2025
Added 40.84%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
34,161
shares
|
$1.51 Million
0.01% of portfolio
|
Q3 2025
Added 71.25%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
33,425
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2025
Added 14.93%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Nov 06, 2025 Q3 2025 |
26,222
shares
|
$1.16 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
5 T Wealth, LLC
Napa, CA |
Oct 17, 2025 Q3 2025 |
24,388
shares
|
$1.08 Million
0.47% of portfolio
|
Q3 2025
Added 65.42%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
23,329
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2025
Reduced 50.49%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
20,776
shares
|
$917,260
0.0% of portfolio
|
Q3 2025
Added 48.6%
|