Institutional Ownership Ishares Tr (IMTB)
This table provides information about the institutional ownership of Ishares Tr (IMTB). We have compiled data on the 51 institutions that hold shares in the stock, with a total of 4.26 Million shares, which have been reported (via 13F filing form) to have a value of $185 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
1,148,662
shares
|
$49.9 Million
0.08% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
505,050
shares
|
$21.9 Million
3.9% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
484,701
shares
|
$21.1 Million
2.56% of portfolio
|
Q1 2025
Added 124.14%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
472,792
shares
|
$20.5 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
435,400
shares
|
$18.9 Million
0.58% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
207,336
shares
|
$9.01 Million
0.0% of portfolio
|
Q4 2024
Added 23.61%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
162,571
shares
|
$7.07 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
154,577
shares
|
$6.72 Million
0.39% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
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 |
Feb 14, 2025 Q4 2024 |
97,356
shares
|
$4.23 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
70,143
shares
|
$3.05 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.24%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
60,668
shares
|
$2.64 Million
0.0% of portfolio
|
Q4 2024
Added 179.4%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
47,179
shares
|
$2.05 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
41,072
shares
|
$1.78 Million
0.14% of portfolio
|
Q1 2025
Reduced 6.27%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
36,393
shares
|
$1.58 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
May 05, 2025 Q1 2025 |
28,531
shares
|
$1.24 Million
0.21% of portfolio
|
Q1 2025
Reduced 8.59%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
22,826
shares
|
$992,017
0.0% of portfolio
|
Q4 2024
Reduced 96.2%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
19,830
shares
|
$861,811
0.0% of portfolio
|
Q4 2024
Reduced 55.48%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
15,197
shares
|
$660,461
0.02% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
13,882
shares
|
$603,311
0.0% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
13,694
shares
|
$595,141
0.0% of portfolio
|
Q3 2024
Added 18.05%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
13,594
shares
|
$590,795
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
11,230
shares
|
$488,055
0.06% of portfolio
|
Q4 2024
Added 10.69%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
10,851
shares
|
$471,584
0.0% of portfolio
|
Q4 2024
Reduced 15.54%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
9,069
shares
|
$394,138
0.0% of portfolio
|
Q4 2024
Reduced 27.9%
|