Institutional Ownership Ishares Tr (ITB)
This table provides information about the institutional ownership of Ishares Tr (ITB). We have compiled data on the 422 institutions that hold shares in the stock, with a total of 18.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
1,734
shares
|
$182,017
0.0% of portfolio
|
Q3 2024
Reduced 21.89%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
1,697
shares
|
$178,134
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,688
shares
|
$177,189
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
1,674
shares
|
$175,719
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
1,652
shares
|
$173,410
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
1,649
shares
|
$173,095
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
1,644
shares
|
$172,570
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
1,644
shares
|
$172,570
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
1,633
shares
|
$171,416
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
1,580
shares
|
$165,852
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
1,500
shares
|
$157,455
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
1,400
shares
|
$146,958
0.02% of portfolio
|
Q1 2023
Added 16.67%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
1,370
shares
|
$143,808
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
1,309
shares
|
$137,405
0.16% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Rice Partnership, LLC
|
Nov 13, 2024 Q3 2024 |
1,300
shares
|
$136,461
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
1,232
shares
|
$129,323
0.08% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,223
shares
|
$128,378
0.0% of portfolio
|
Q1 2024
Added 0.08%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
1,097
shares
|
$115,152
0.01% of portfolio
|
Q3 2024
Reduced 25.22%
|
|
|
Lynwood Capital Management Inc.
|
May 10, 2024 Q1 2024 |
1,000
shares
|
$104,970
1.03% of portfolio
|
Q1 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,000
shares
|
$104,970
0.05% of portfolio
|
Q1 2018
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
1,000
shares
|
$104,970
0.0% of portfolio
|
Q3 2024
Reduced 44.44%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
931
shares
|
$97,727
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
812
shares
|
$85,235
0.02% of portfolio
|
Q2 2020
Reduced 76.8%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
664
shares
|
$69,700
0.0% of portfolio
|
Q2 2024
Added 256.99%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
652
shares
|
$68,440
0.0% of portfolio
|
Q4 2023
New holding
|