Institutional Ownership Ishares Tr (ITB)
This table provides information about the institutional ownership of Ishares Tr (ITB). We have compiled data on the 391 institutions that hold shares in the stock, with a total of 21.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
1,931
shares
|
$219,516
0.0% of portfolio
|
Q2 2025
Reduced 30.56%
|
|
|
Quantum Capital Management, LLC
Northfield, NJ |
Aug 14, 2025 Q2 2025 |
1,899
shares
|
$215,878
0.02% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,809
shares
|
$205,647
0.01% of portfolio
|
Q1 2025
Added 180800.0%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
1,778
shares
|
$202,123
0.12% of portfolio
|
Q2 2024
Reduced 21.71%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
1,757
shares
|
$199,735
0.01% of portfolio
|
Q2 2025
Added 30.92%
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
1,751
shares
|
$199,053
0.07% of portfolio
|
Q2 2025
Reduced 41.63%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
1,714
shares
|
$194,847
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Aug 12, 2025 Q2 2025 |
1,644
shares
|
$186,889
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,639
shares
|
$186,321
0.01% of portfolio
|
Q2 2025
Added 40.81%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
1,394
shares
|
$158,469
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
1,327
shares
|
$150,853
0.03% of portfolio
|
Q4 2024
Added 802.72%
|
|
|
Rice Partnership, LLC
|
Jul 24, 2025 Q2 2025 |
1,300
shares
|
$147,784
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
1,251
shares
|
$142,213
0.06% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
1,248
shares
|
$141,872
0.0% of portfolio
|
Q2 2025
Added 11.23%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
1,101
shares
|
$125,161
0.0% of portfolio
|
Q2 2025
Reduced 8.4%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
1,097
shares
|
$124,706
0.0% of portfolio
|
Q3 2024
Reduced 25.22%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
1,066
shares
|
$121,182
0.0% of portfolio
|
Q2 2025
Reduced 50.78%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
1,018
shares
|
$115,726
0.0% of portfolio
|
Q2 2025
Reduced 50.73%
|
|
|
Lynwood Capital Management Inc.
|
May 10, 2024 Q1 2024 |
1,000
shares
|
$113,680
1.03% of portfolio
|
Q1 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,000
shares
|
$113,680
0.05% of portfolio
|
Q1 2018
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
936
shares
|
$106,404
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
787
shares
|
$89,466
0.02% of portfolio
|
Q2 2025
Reduced 35.7%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
737
shares
|
$83,782
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
710
shares
|
$80,712
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
689
shares
|
$78,325
0.0% of portfolio
|
Q2 2025
Added 68800.0%
|