Institutional Ownership Ishares Tr (INTF)
This table provides information about the institutional ownership of Ishares Tr (INTF). We have compiled data on the 168 institutions that hold shares in the stock, with a total of 49.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Financial Services, Inc,
Utica, NY |
May 23, 2025 Q1 2025 |
8,657,795
shares
|
$293 Million
15.74% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
3,182,108
shares
|
$108 Million
5.63% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
2,732,428
shares
|
$92.4 Million
16.26% of portfolio
|
Q1 2025
Added 8.27%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
2,520,000
shares
|
$85.2 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
2,438,171
shares
|
$82.4 Million
3.22% of portfolio
|
Q3 2022
Reduced 0.12%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
2,290,401
shares
|
$77.4 Million
1.45% of portfolio
|
Q1 2025
Added 86.31%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
1,853,513
shares
|
$62.6 Million
5.85% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
1,729,476
shares
|
$58.5 Million
2.43% of portfolio
|
Q1 2025
Added 12.45%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
1,612,985
shares
|
$54.5 Million
4.15% of portfolio
|
Q3 2022
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,485,395
shares
|
$50.2 Million
0.0% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
1,210,005
shares
|
$40.9 Million
0.46% of portfolio
|
Q1 2025
Reduced 19.5%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
974,415
shares
|
$32.9 Million
0.01% of portfolio
|
Q1 2025
Added 10.07%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
972,001
shares
|
$32.9 Million
4.16% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
968,463
shares
|
$32.7 Million
0.02% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
962,999
shares
|
$32.5 Million
0.01% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
912,254
shares
|
$30.8 Million
0.11% of portfolio
|
Q1 2025
Reduced 32.55%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
898,734
shares
|
$30.4 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
878,240
shares
|
$29.7 Million
0.01% of portfolio
|
Q1 2025
Added 91.55%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 15, 2025 Q1 2025 |
772,540
shares
|
$26.1 Million
0.77% of portfolio
|
Q1 2025
Added 62.22%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
749,022
shares
|
$25.3 Million
1.71% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
731,961
shares
|
$24.7 Million
0.22% of portfolio
|
Q1 2025
Added 7.38%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
684,080
shares
|
$23.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
657,076
shares
|
$22.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 26.26%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
570,545
shares
|
$19.3 Million
2.06% of portfolio
|
Q1 2025
Reduced 46.65%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
465,966
shares
|
$15.7 Million
0.9% of portfolio
|
Q1 2025
Reduced 8.64%
|