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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
659
shares
|
$74,915
0.0% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
625
shares
|
$71,050
0.0% of portfolio
|
Q2 2025
Reduced 17.0%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
564
shares
|
$64,115
0.0% of portfolio
|
Q2 2025
Reduced 99.13%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
522
shares
|
$59,340
0.0% of portfolio
|
Q2 2025
Added 64.67%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
517
shares
|
$58,772
0.02% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 08, 2025 Q2 2025 |
500
shares
|
$56,840
0.02% of portfolio
|
Q1 2020
Reduced 50.0%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
493
shares
|
$56,044
0.04% of portfolio
|
Q2 2025
Reduced 40.24%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
485
shares
|
$55,134
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
478
shares
|
$54,339
0.0% of portfolio
|
Q2 2025
Reduced 72.34%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
469
shares
|
$53,315
0.01% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
423
shares
|
$48,086
0.0% of portfolio
|
Q1 2018
Closed
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
422
shares
|
$47,972
0.0% of portfolio
|
Q2 2025
Reduced 77.58%
|
|
|
Canton Hathaway, LLC
|
Aug 04, 2025 Q2 2025 |
395
shares
|
$44,903
0.01% of portfolio
|
Q4 2022
Reduced 2.47%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
391
shares
|
$44,448
0.0% of portfolio
|
Q2 2025
Reduced 9.91%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
385
shares
|
$43,766
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
380
shares
|
$43,198
0.02% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
365
shares
|
$41,493
0.01% of portfolio
|
Q2 2021
Reduced 98.53%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
363
shares
|
$41,265
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
350
shares
|
$39,788
0.0% of portfolio
|
Q4 2023
Reduced 30.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
346
shares
|
$39,333
0.0% of portfolio
|
Q2 2025
Reduced 8.22%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
335
shares
|
$38,082
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
313
shares
|
$35,581
0.01% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
300
shares
|
$34,104
0.03% of portfolio
|
Q3 2022
Reduced 40.48%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
283
shares
|
$32,171
0.0% of portfolio
|
Q2 2025
Reduced 8.12%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
282
shares
|
$32,057
0.0% of portfolio
|
Q3 2024
Added 3425.0%
|