Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 748 institutions that hold shares in the stock, with a total of 21 Million shares, which have been reported (via 13F filing form) to have a value of $3.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
7,780
shares
|
$1.19 Million
0.03% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Jan 29, 2025 Q4 2024 |
7,732
shares
|
$1.19 Million
0.9% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
7,729
shares
|
$1.19 Million
0.08% of portfolio
|
Q4 2024
Added 15.0%
|
|
|
Knoll Capital Management, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
7,650
shares
|
$1.17 Million
0.56% of portfolio
|
Q4 2023
New holding
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
7,610
shares
|
$1.17 Million
0.27% of portfolio
|
Q4 2024
Reduced 8.9%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
7,602
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.6%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
7,545
shares
|
$1.16 Million
0.02% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Somerset Group LLC
Wayzata, MN |
Feb 11, 2025 Q4 2024 |
7,514
shares
|
$1.15 Million
1.02% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Mc Guire Investment Group, LLC
|
Jan 21, 2025 Q4 2024 |
7,502
shares
|
$1.15 Million
0.17% of portfolio
|
Q4 2024
Reduced 18.19%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
7,322
shares
|
$1.12 Million
0.01% of portfolio
|
Q4 2024
Added 59.1%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
7,272
shares
|
$1.12 Million
0.03% of portfolio
|
Q4 2024
Reduced 15.15%
|
|
|
Spreng Capital Management, Inc.
|
Feb 13, 2025 Q4 2024 |
7,253
shares
|
$1.11 Million
0.46% of portfolio
|
Q3 2024
Reduced 10.06%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
7,190
shares
|
$1.1 Million
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
7,157
shares
|
$1.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
7,151
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.01%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
7,120
shares
|
$1.09 Million
0.03% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
7,108
shares
|
$1.09 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
7,050
shares
|
$1.08 Million
0.01% of portfolio
|
Q4 2024
Added 12.53%
|
|
|
Avondale Wealth Management
|
Jan 10, 2025 Q4 2024 |
7,050
shares
|
$1.08 Million
0.68% of portfolio
|
Q4 2024
Added 81.94%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
7,000
shares
|
$1.07 Million
0.15% of portfolio
|
Q2 2024
Reduced 11.67%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
6,964
shares
|
$1.07 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
6,903
shares
|
$1.06 Million
0.03% of portfolio
|
Q4 2023
Reduced 3.86%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
6,870
shares
|
$1.05 Million
0.11% of portfolio
|
Q2 2024
Reduced 2.83%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
6,869
shares
|
$1.05 Million
0.54% of portfolio
|
Q4 2024
Added 20.36%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
6,806
shares
|
$1.05 Million
0.07% of portfolio
|
Q4 2024
Added 75.28%
|