Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 834 institutions that hold shares in the stock, with a total of 20 Million shares, which have been reported (via 13F filing form) to have a value of $3.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Aug 12, 2025 Q2 2025 |
8,215
shares
|
$1.64 Million
1.02% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Cornerstone Advisory, LLC
|
Jul 30, 2025 Q2 2025 |
8,201
shares
|
$1.64 Million
0.18% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
8,137
shares
|
$1.62 Million
0.63% of portfolio
|
Q2 2025
Added 52.66%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
8,103
shares
|
$1.62 Million
0.59% of portfolio
|
Q2 2025
Reduced 64.25%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
8,094
shares
|
$1.61 Million
0.02% of portfolio
|
Q1 2024
Added 59.58%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
8,030
shares
|
$1.6 Million
0.13% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
8,009
shares
|
$1.6 Million
0.09% of portfolio
|
Q2 2025
Added 11.33%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
7,974
shares
|
$1.59 Million
0.09% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Mc Guire Investment Group, LLC
|
Jul 18, 2025 Q2 2025 |
7,958
shares
|
$1.59 Million
0.21% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
7,940
shares
|
$1.58 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Aug 05, 2025 Q2 2025 |
7,938
shares
|
$1.58 Million
0.99% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
7,903
shares
|
$1.58 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
7,871
shares
|
$1.57 Million
0.82% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Flc Capital Advisors
|
Jul 29, 2025 Q2 2025 |
7,862
shares
|
$1.57 Million
0.31% of portfolio
|
Q4 2024
Reduced 11.3%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Jul 23, 2025 Q2 2025 |
7,782
shares
|
$1.55 Million
0.83% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
7,727
shares
|
$1.54 Million
0.0% of portfolio
|
Q2 2025
Added 13.08%
|
|
|
Knoll Capital Management, LLC
Miami, FL |
Aug 14, 2025 Q2 2025 |
7,650
shares
|
$1.53 Million
0.98% of portfolio
|
Q4 2023
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
7,635
shares
|
$1.52 Million
0.03% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
7,618
shares
|
$1.52 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
7,597
shares
|
$1.51 Million
0.17% of portfolio
|
Q2 2025
Reduced 5.18%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
7,545
shares
|
$1.5 Million
0.02% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
7,526
shares
|
$1.5 Million
0.02% of portfolio
|
Q2 2025
Added 3.95%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
7,470
shares
|
$1.49 Million
0.13% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
7,399
shares
|
$1.48 Million
0.54% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
7,284
shares
|
$1.45 Million
0.1% of portfolio
|
Q2 2025
Added 17.28%
|