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 3.58 Million shares, which have been reported (via 13F filing form) to have a value of $151 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
|
$49.1 Million
0.08% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
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
|
Feb 06, 2025 Q4 2024 |
435,400
shares
|
$18.6 Million
0.58% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
216,250
shares
|
$9.24 Million
1.12% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
207,336
shares
|
$8.86 Million
0.0% of portfolio
|
Q4 2024
Added 23.61%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
162,571
shares
|
$6.95 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
153,267
shares
|
$6.55 Million
0.41% of portfolio
|
Q4 2024
Added 5.73%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
123,812
shares
|
$5.29 Million
1.12% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
97,356
shares
|
$4.16 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
81,793
shares
|
$3.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 24.5%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
60,668
shares
|
$2.59 Million
0.0% of portfolio
|
Q4 2024
Added 179.4%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
47,179
shares
|
$2.02 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
43,820
shares
|
$1.87 Million
0.15% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
36,393
shares
|
$1.56 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
31,211
shares
|
$1.33 Million
0.23% of portfolio
|
Q4 2024
Added 11.84%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
22,826
shares
|
$975,354
0.0% of portfolio
|
Q4 2024
Reduced 96.2%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
19,830
shares
|
$847,335
0.0% of portfolio
|
Q4 2024
Reduced 55.48%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
15,316
shares
|
$654,452
0.02% of portfolio
|
Q4 2024
Added 29.35%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
13,694
shares
|
$585,144
0.0% of portfolio
|
Q3 2024
Added 18.05%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
13,594
shares
|
$580,871
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
13,584
shares
|
$580,444
0.0% of portfolio
|
Q4 2024
Reduced 12.59%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
11,964
shares
|
$511,221
0.0% of portfolio
|
Q1 2024
Reduced 3.14%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
11,230
shares
|
$479,857
0.06% of portfolio
|
Q4 2024
Added 10.69%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
10,851
shares
|
$463,663
0.0% of portfolio
|
Q4 2024
Reduced 15.54%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
9,069
shares
|
$387,518
0.0% of portfolio
|
Q4 2024
Reduced 27.9%
|