Institutional Ownership Ishares Tr (IMTB)
This table provides information about the institutional ownership of Ishares Tr (IMTB). We have compiled data on the 45 institutions that hold shares in the stock, with a total of 2.56 Million shares, which have been reported (via 13F filing form) to have a value of $109 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Blair William & CO
Chicago, IL |
May 09, 2024 Q1 2024 |
2,136
shares
|
$90,801
0.0% of portfolio
|
Q3 2023
Reduced 21.35%
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
1,940
shares
|
$82,469
0.0% of portfolio
|
Q4 2022
Added 125.58%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 05, 2024 Q1 2024 |
900
shares
|
$38,259
0.0% of portfolio
|
Q3 2023
New holding
|
|
Kopp Le Roy C
Bloomington, MN |
Jun 03, 2024 Q1 2024 |
834
shares
|
$35,453
0.02% of portfolio
|
Q1 2024
New holding
|
|
Kopp Family Office, LLC
Bloomington, MN |
Jun 17, 2024 Q1 2024 |
834
shares
|
$35,453
0.02% of portfolio
|
Q4 2021
Added 9.16%
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 15, 2024 Q1 2024 |
832
shares
|
$35,368
0.02% of portfolio
|
Q1 2022
Reduced 16.47%
|
|
Newbridge Financial Services Group, Inc.
|
Apr 24, 2024 Q1 2024 |
744
shares
|
$31,627
0.01% of portfolio
|
Q4 2023
New holding
|
|
Wealth Shield Partners, LLC
Cary, NC |
Apr 29, 2024 Q1 2024 |
555
shares
|
$23,593
0.0% of portfolio
|
Q3 2023
Reduced 87.99%
|
|
Archer Investment Corp
|
May 09, 2024 Q1 2024 |
515
shares
|
$21,892
0.01% of portfolio
|
Q4 2023
Added 6.19%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
386
shares
|
$16,408
0.0% of portfolio
|
Q1 2024
Reduced 62.23%
|
|
Signaturefd, LLC
Atlanta, GA |
May 03, 2024 Q1 2024 |
321
shares
|
$13,645
0.0% of portfolio
|
Q1 2024
Added 0.63%
|
|
Private Trust CO Na
|
Apr 24, 2024 Q1 2024 |
205
shares
|
$8,714
0.0% of portfolio
|
Q3 2022
Added 13.89%
|
|
Citigroup Inc
|
May 10, 2024 Q1 2024 |
179
shares
|
$7,609
0.0% of portfolio
|
Q3 2022
Added 517.24%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
117
shares
|
$4,973
0.0% of portfolio
|
Q2 2021
New holding
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
108
shares
|
$4,591
0.0% of portfolio
|
Q1 2024
Reduced 14.96%
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
May 08, 2024 Q1 2024 |
61
shares
|
$2,593
0.0% of portfolio
|
Q4 2023
Added 1.67%
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 20, 2024 Q4 2023 |
57
shares
|
$2,423
0.0% of portfolio
|
Q4 2023
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
45
shares
|
$1,912
0.0% of portfolio
|
Q4 2023
Added 2.27%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
1
shares
|
$42
0.0% of portfolio
|
Q3 2023
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|