Iteris Ownership | Who Owns Iteris?
Iteris Ownership Summary
Iteris is owned by 65.46% institutional investors, 2.26% insiders, and 32.27% retail investors. Samjo management is the largest institutional shareholder, holding 14.49% of ITI shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.53% of its assets in Iteris shares.
ITI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Iteris | 65.46% | 2.26% | 32.27% |
| Sector | Technology Stocks | 52.78% | 10.49% | 36.73% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Samjo management | 6.21M | 14.49% | $26.90M |
| Blackrock | 2.67M | 6.23% | $11.57M |
| Vanguard group | 2.50M | 5.84% | $10.84M |
| Private management group | 1.63M | 3.80% | $7.04M |
| Dimensional fund advisors lp | 1.10M | 2.57% | $4.78M |
| Geode capital management | 951.41K | 2.22% | $4.12M |
| State street | 676.68K | 1.58% | $2.93M |
| Renaissance | 375.88K | 0.88% | $1.63M |
| Northern trust | 352.70K | 0.82% | $1.53M |
| Bard associates | 351.42K | 0.82% | $1.52M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Samjo management | 6.21M | 10.02% | $26.90M |
| Bard associates | 351.42K | 0.58% | $1.52M |
| Bouvel investment partners | 301.98K | 0.51% | $1.31M |
| Private management group | 1.63M | 0.27% | $7.04M |
| Gsa capital partners llp | 119.61K | 0.04% | $518.00K |
| Rbf capital | 79.17K | 0.02% | $342.79K |
| Azzad asset management inc /adv | 32.02K | 0.02% | $138.63K |
| Byrne asset management | 3.70K | 0.01% | $15.58K |
| Bfsg | 12.72K | 0.01% | $55.08K |
| Jacobs levy equity management | 238.05K | 0.00% | $1.03M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Private management group | 1.63M | 0.27% | 191.51K |
| State board of administration of florida retirement system | 114.27K | 0.00% | 114.27K |
| Gsa capital partners llp | 119.61K | 0.04% | 89.65K |
| Rbf capital | 79.17K | 0.02% | 79.17K |
| Renaissance | 375.88K | 0.00% | 73.30K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| First eagle investment management | - | - | -515.38K |
| Royce & associates lp | - | - | -289.47K |
| Connor, clark & lunn investment management | - | - | -277.80K |
| Acuitas investments | - | - | -270.53K |
| Worth venture partners | - | - | -188.33K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Rbf capital | 79.17K | 0.02% | 79.17K | $342.79K |
| Millennium management | 29.72K | 0.00% | 29.72K | $128.69K |
| Corebridge financial | 22.89K | 0.00% | 22.89K | $99.11K |
| Mirae asset global etfs | 21.15K | 0.00% | 21.15K | $91.58K |
| Cubist systematic strategies | 21.04K | 0.00% | 21.04K | $91.09K |
Sold Out
| Holder | Change |
|---|---|
| Newedge advisors | -2.00 |
| Nelson, van denburg & campbell wealth management group | -5.00 |
| Point72 (difc) | -32.00 |
| Federated hermes | -141.00 |
| Metropolitan life insurance co/ny | -883.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 112 | 12.00% | 28,129,155 | 30.18% | 65 | 2.58% | 71 | 29.09% | 25 | - |
| Jun 30, 2024 | 100 | -0.99% | 21,607,801 | 0.64% | 50 | 2.02% | 55 | 27.91% | 25 | -26.47% |
| Mar 31, 2024 | 101 | 8.60% | 21,471,027 | -2.32% | 49 | 1.91% | 43 | 16.22% | 34 | 13.33% |
| Dec 31, 2023 | 93 | 3.33% | 21,980,869 | 1.65% | 51 | 1.98% | 37 | -17.78% | 30 | 76.47% |
| Sep 30, 2023 | 90 | 9.76% | 21,623,831 | 2.14% | 50 | 2.05% | 45 | -10.00% | 17 | -5.56% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 1.52M | 3.53% | - |
| iShares Russell 2000 ETF | 1.12M | 2.60% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 640.49K | 1.49% | - |
| GAMCO Intl SICAV Merger Arbtrg I (USD) | 595.10K | 1.38% | 595.10K |
| First Eagle Small Cap Opportunity I | 476.48K | 1.11% | -1.92K |
| First Eagle US Small Cap Strategy | 468.71K | 1.09% | 10.91K |
| Fidelity Small Cap Index | 438.15K | 1.02% | -709.00 |
| Fidelity Glob Value L/S Multi Ass Base O | 361.97K | 0.84% | - |
| iShares Russell 2000 Growth ETF | 358.26K | 0.83% | - |
| Fidelity Extended Market Index | 251.67K | 0.58% | -35.68K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 09, 2024 | SHIBA KERRY A | SVP and CFO | Sell | $85.65K |
| Aug 12, 2024 | Samjo Management, LLC | - | Sell | $5.93M |
| Aug 09, 2024 | Samjo Management, LLC | - | Sell | $4.20M |
| Aug 09, 2024 | Samjo Management, LLC | - | Sell | $4.19M |
| Jun 14, 2024 | Samjo Management, LLC | - | Sell | $245.44K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | - | 4 |
| 2024 Q2 | - | 3 |
| 2024 Q1 | 1 | 7 |
| 2023 Q4 | - | 2 |
ITI Ownership FAQ
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