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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
651
shares
|
$68,335
0.0% of portfolio
|
Q1 2024
Reduced 5.1%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
573
shares
|
$60,147
0.0% of portfolio
|
Q3 2024
Reduced 66.78%
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
516
shares
|
$54,164
0.03% of portfolio
|
Q2 2024
Reduced 6.86%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
509
shares
|
$53,429
0.04% of portfolio
|
Q2 2024
Added 0.2%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
501
shares
|
$52,589
0.0% of portfolio
|
Q2 2024
Reduced 99.68%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
500
shares
|
$52,485
0.02% of portfolio
|
Q1 2020
Reduced 50.0%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
500
shares
|
$52,485
0.01% of portfolio
|
Q4 2023
Reduced 51.69%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
485
shares
|
$50,910
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
427
shares
|
$44,822
0.0% of portfolio
|
Q3 2024
Added 252.89%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
423
shares
|
$44,402
0.01% of portfolio
|
Q1 2018
Closed
|
|
|
Canton Hathaway, LLC
|
Nov 13, 2024 Q3 2024 |
395
shares
|
$41,463
0.01% of portfolio
|
Q4 2022
Reduced 2.47%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
376
shares
|
$39,468
0.01% of portfolio
|
Q3 2024
Added 1075.0%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
365
shares
|
$38,314
0.02% of portfolio
|
Q2 2021
Reduced 98.53%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
363
shares
|
$38,104
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
350
shares
|
$36,739
0.01% of portfolio
|
Q4 2023
Reduced 30.0%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
340
shares
|
$35,689
0.0% of portfolio
|
Q3 2024
Reduced 12.82%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
335
shares
|
$35,164
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
314
shares
|
$32,960
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
300
shares
|
$31,491
0.03% of portfolio
|
Q3 2022
Reduced 40.48%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
291
shares
|
$30,546
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 05, 2024 Q3 2024 |
283
shares
|
$29,706
0.04% of portfolio
|
Q1 2022
Reduced 99.35%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
282
shares
|
$29,601
0.0% of portfolio
|
Q3 2024
Added 3425.0%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
246
shares
|
$25,822
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
225
shares
|
$23,618
0.01% of portfolio
|
Q1 2024
Added 28.57%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
214
shares
|
$22,463
0.01% of portfolio
|
Q3 2024
Reduced 16.41%
|