Institutional Ownership Ishares Tr (ITB)
This table provides information about the institutional ownership of Ishares Tr (ITB). We have compiled data on the 367 institutions that hold shares in the stock, with a total of 17.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.24 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Quantum Capital Management, LLC
Northfield, NJ |
Aug 13, 2024 Q2 2024 |
1,746
shares
|
$220,938
0.02% of portfolio
|
Q2 2024
Added 3.25%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 10, 2024 Q2 2024 |
1,733
shares
|
$219,293
0.02% of portfolio
|
Q1 2024
Reduced 1.81%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
1,725
shares
|
$218,281
0.0% of portfolio
|
Q2 2024
Reduced 5.06%
|
|
Elgethun Capital Management
Sioux Falls, SD |
Aug 13, 2024 Q2 2024 |
1,644
shares
|
$208,031
0.05% of portfolio
|
Q2 2023
New holding
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
1,467
shares
|
$185,634
0.01% of portfolio
|
Q2 2024
Added 33.73%
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 08, 2024 Q2 2024 |
1,400
shares
|
$177,156
0.01% of portfolio
|
Q1 2023
Added 16.67%
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 12, 2024 Q2 2024 |
1,366
shares
|
$172,853
0.04% of portfolio
|
Q2 2024
New holding
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
1,366
shares
|
$172,853
0.01% of portfolio
|
Q2 2024
New holding
|
|
Rice Partnership, LLC
|
Aug 01, 2024 Q2 2024 |
1,300
shares
|
$164,502
0.03% of portfolio
|
Q4 2021
New holding
|
|
Basso Capital Management, L.P.
Stamford, CT |
Aug 14, 2024 Q2 2024 |
1,296
shares
|
$163,995
0.12% of portfolio
|
Q2 2024
New holding
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jul 22, 2024 Q2 2024 |
1,231
shares
|
$155,770
0.07% of portfolio
|
Q2 2024
Added 0.08%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
1,223
shares
|
$154,758
0.0% of portfolio
|
Q1 2024
Added 0.08%
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 13, 2024 Q2 2024 |
1,129
shares
|
$142,863
0.01% of portfolio
|
Q1 2024
Added 7.22%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
1,055
shares
|
$133,499
0.01% of portfolio
|
Q2 2024
Reduced 80.69%
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,000
shares
|
$126,540
0.05% of portfolio
|
Q1 2018
New holding
|
|
Lynwood Capital Management Inc.
|
May 10, 2024 Q1 2024 |
1,000
shares
|
$126,540
1.03% of portfolio
|
Q1 2024
New holding
|
|
Valley National Advisers Inc
|
Jul 18, 2024 Q2 2024 |
812
shares
|
$102,750
0.01% of portfolio
|
Q2 2020
Reduced 76.8%
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 16, 2024 Q2 2024 |
800
shares
|
$101,232
0.04% of portfolio
|
Q1 2023
Reduced 50.0%
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
664
shares
|
$84,022
0.0% of portfolio
|
Q2 2024
Added 256.99%
|
|
Washington Trust CO
|
Jul 15, 2024 Q2 2024 |
652
shares
|
$82,504
0.0% of portfolio
|
Q4 2023
New holding
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
651
shares
|
$82,377
0.0% of portfolio
|
Q1 2024
Reduced 5.1%
|
|
Adirondack Trust CO
|
Jul 09, 2024 Q2 2024 |
516
shares
|
$65,294
0.02% of portfolio
|
Q2 2024
Reduced 6.86%
|
|
Aspect Partners, LLC
Fairfax, VA |
Jul 15, 2024 Q2 2024 |
509
shares
|
$64,408
0.03% of portfolio
|
Q2 2024
Added 0.2%
|
|
Hollencrest Capital Management
|
Aug 12, 2024 Q2 2024 |
501
shares
|
$63,396
0.0% of portfolio
|
Q2 2024
Reduced 99.68%
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 12, 2024 Q2 2024 |
500
shares
|
$63,270
0.02% of portfolio
|
Q1 2020
Reduced 50.0%
|