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 |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
7,117
shares
|
$809,060
0.01% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
7,020
shares
|
$798,033
0.09% of portfolio
|
Q4 2021
New holding
|
|
|
Lyell Wealth Management, LP
|
Jul 29, 2025 Q2 2025 |
6,983
shares
|
$793,827
0.05% of portfolio
|
Q2 2025
Added 47.01%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
6,977
shares
|
$793,145
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
6,715
shares
|
$763,361
0.06% of portfolio
|
Q4 2024
Reduced 6.93%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
6,713
shares
|
$763,133
0.0% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
6,500
shares
|
$738,920
0.02% of portfolio
|
Q2 2025
Reduced 7.14%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
6,495
shares
|
$738,351
0.02% of portfolio
|
Q2 2025
Reduced 10.05%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
6,232
shares
|
$708,453
0.01% of portfolio
|
Q2 2025
Reduced 13.49%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Aug 04, 2025 Q2 2025 |
6,038
shares
|
$686,399
0.24% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
5,908
shares
|
$671,621
0.36% of portfolio
|
Q4 2023
Added 12.49%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
5,890
shares
|
$669,575
0.0% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
5,858
shares
|
$665,937
0.01% of portfolio
|
Q2 2025
Reduced 13.74%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
5,769
shares
|
$655,819
0.13% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Credit Industriel Et Commercial
Paris France, I0 |
Jul 28, 2025 Q2 2025 |
5,671
shares
|
$644,679
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
5,592
shares
|
$635,698
0.0% of portfolio
|
Q2 2025
Added 26.52%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
5,560
shares
|
$632,060
0.1% of portfolio
|
Q2 2025
Reduced 12.67%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
5,556
shares
|
$631,606
0.0% of portfolio
|
Q2 2025
Added 125.03%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
5,513
shares
|
$626,717
0.01% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
5,365
shares
|
$609,893
0.4% of portfolio
|
Q4 2024
Reduced 5.93%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
5,300
shares
|
$602,504
0.0% of portfolio
|
Q1 2025
Added 51.43%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
5,261
shares
|
$598,070
0.01% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
5,147
shares
|
$585,110
0.01% of portfolio
|
Q2 2025
Added 257250.0%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
5,129
shares
|
$583,064
0.18% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
5,088
shares
|
$578,403
0.14% of portfolio
|
Q2 2025
Reduced 26.52%
|