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 |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
7,757
shares
|
$814,252
0.02% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 01, 2024 Q3 2024 |
7,732
shares
|
$811,628
0.83% of portfolio
|
Q3 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
7,572
shares
|
$794,832
0.03% of portfolio
|
Q3 2024
Reduced 25.13%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
7,523
shares
|
$789,689
0.15% of portfolio
|
Q3 2024
Added 154.76%
|
|
|
Main Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
7,215
shares
|
$757,358
0.08% of portfolio
|
Q2 2024
Reduced 49.24%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
7,020
shares
|
$736,889
0.12% of portfolio
|
Q4 2021
New holding
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
6,977
shares
|
$732,375
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
6,968
shares
|
$731,430
0.01% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
6,822
shares
|
$716,105
0.06% of portfolio
|
Q3 2024
Reduced 82.47%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
6,742
shares
|
$707,707
0.09% of portfolio
|
Q3 2024
Reduced 9.0%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Nov 07, 2024 Q3 2024 |
6,502
shares
|
$682,514
0.41% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
6,367
shares
|
$668,343
0.06% of portfolio
|
Q3 2021
Added 19.86%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 24, 2024 Q3 2024 |
5,917
shares
|
$621,107
0.2% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
5,908
shares
|
$620,162
0.36% of portfolio
|
Q4 2023
Added 12.49%
|
|
|
Sandler Capital Management
New York, NY |
Nov 14, 2024 Q3 2024 |
5,800
shares
|
$608,826
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Oct 08, 2024 Q3 2024 |
5,703
shares
|
$598,643
0.53% of portfolio
|
Q4 2023
Added 26.13%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
5,676
shares
|
$595,809
0.0% of portfolio
|
Q3 2024
Reduced 18.76%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
5,645
shares
|
$592,555
0.0% of portfolio
|
Q3 2024
Reduced 5.19%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
5,352
shares
|
$561,799
0.01% of portfolio
|
Q3 2024
Added 37.09%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
5,320
shares
|
$558,440
0.02% of portfolio
|
Q3 2024
Added 39.34%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
5,205
shares
|
$546,368
0.01% of portfolio
|
Q3 2024
Reduced 45.2%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 14, 2024 Q3 2024 |
5,066
shares
|
$531,778
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
5,061
shares
|
$531,253
0.15% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Washington Growth Strategies LLC
Washington, DC |
Nov 13, 2024 Q3 2024 |
4,971
shares
|
$521,805
1.54% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Oct 22, 2024 Q3 2024 |
4,921
shares
|
$516,557
0.28% of portfolio
|
Q3 2024
Reduced 12.31%
|