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 |
|---|---|---|---|---|---|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
8,614
shares
|
$374,364
0.08% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
5 T Wealth, LLC
Napa, CA |
Apr 22, 2025 Q1 2025 |
7,141
shares
|
$310,347
0.17% of portfolio
|
Q1 2025
Reduced 14.97%
|
|
|
Charis Legacy Partners, LLC
Bryan, TX |
Apr 15, 2025 Q1 2025 |
7,100
shares
|
$308,566
0.58% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
6,914
shares
|
$300,482
0.01% of portfolio
|
Q4 2024
Added 167.67%
|
|
|
Jgp Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
5,756
shares
|
$250,155
0.03% of portfolio
|
Q1 2022
Added 29.32%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
5,087
shares
|
$221,081
0.0% of portfolio
|
Q4 2024
Reduced 14.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,829
shares
|
$209,868
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
2,257
shares
|
$98,089
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
2,044
shares
|
$88,832
0.0% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
1,610
shares
|
$69,970
0.0% of portfolio
|
Q1 2025
Added 87.21%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
1,362
shares
|
$59,192
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kopp Family Office, LLC
Bloomington, MN |
Feb 13, 2025 Q4 2024 |
911
shares
|
$39,592
0.02% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
900
shares
|
$39,114
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kopp Le Roy C
Bloomington, MN |
Jun 03, 2024 Q1 2024 |
834
shares
|
$36,245
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
744
shares
|
$32,334
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
698
shares
|
$30,335
0.0% of portfolio
|
Q1 2025
Added 21.82%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
673
shares
|
$29,248
0.01% of portfolio
|
Q4 2024
Added 13.49%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
555
shares
|
$24,120
0.0% of portfolio
|
Q3 2023
Reduced 87.99%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
300
shares
|
$13,038
0.0% of portfolio
|
Q3 2024
Added 46.34%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
179
shares
|
$7,779
0.0% of portfolio
|
Q3 2022
Added 517.24%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
161
shares
|
$6,997
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
55
shares
|
$2,390
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
47
shares
|
$2,042
0.0% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
38
shares
|
$1,651
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
Closed
|