Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 785 institutions that hold shares in the stock, with a total of 19 Million shares, which have been reported (via 13F filing form) to have a value of $3.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
8,137
shares
|
$1.56 Million
0.63% of portfolio
|
Q2 2025
Added 52.66%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
8,103
shares
|
$1.56 Million
0.59% of portfolio
|
Q2 2025
Reduced 64.25%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
8,094
shares
|
$1.56 Million
0.02% of portfolio
|
Q1 2024
Added 59.58%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
8,009
shares
|
$1.54 Million
0.09% of portfolio
|
Q2 2025
Added 11.33%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
May 05, 2025 Q1 2025 |
8,002
shares
|
$1.54 Million
0.89% of portfolio
|
Q1 2025
Added 3.49%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
7,993
shares
|
$1.54 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Mc Guire Investment Group, LLC
|
Jul 18, 2025 Q2 2025 |
7,958
shares
|
$1.53 Million
0.21% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
7,862
shares
|
$1.51 Million
0.27% of portfolio
|
Q4 2024
Reduced 11.3%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
7,844
shares
|
$1.51 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.22%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
7,801
shares
|
$1.5 Million
0.72% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
7,736
shares
|
$1.49 Million
0.12% of portfolio
|
Q1 2025
Reduced 9.76%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
7,731
shares
|
$1.49 Million
0.08% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Knoll Capital Management, LLC
Miami, FL |
May 15, 2025 Q1 2025 |
7,650
shares
|
$1.47 Million
0.78% of portfolio
|
Q4 2023
New holding
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Apr 16, 2025 Q1 2025 |
7,627
shares
|
$1.47 Million
0.8% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
7,625
shares
|
$1.47 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
7,597
shares
|
$1.46 Million
0.17% of portfolio
|
Q2 2025
Reduced 5.18%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
7,545
shares
|
$1.45 Million
0.02% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
7,531
shares
|
$1.45 Million
0.13% of portfolio
|
Q1 2025
Added 11.92%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
7,399
shares
|
$1.42 Million
0.54% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
7,284
shares
|
$1.4 Million
0.1% of portfolio
|
Q2 2025
Added 17.28%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
7,272
shares
|
$1.4 Million
0.03% of portfolio
|
Q4 2024
Reduced 15.15%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
7,240
shares
|
$1.39 Million
0.02% of portfolio
|
Q1 2025
Reduced 10.83%
|
|
|
Spreng Capital Management, Inc.
|
May 13, 2025 Q1 2025 |
7,218
shares
|
$1.39 Million
0.51% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
7,190
shares
|
$1.38 Million
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
7,178
shares
|
$1.38 Million
0.06% of portfolio
|
Q1 2025
Reduced 8.3%
|