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 |
|---|---|---|---|---|---|
|
Spreng Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
7,218
shares
|
$1.44 Million
0.57% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
7,060
shares
|
$1.41 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
6,962
shares
|
$1.39 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
6,903
shares
|
$1.38 Million
0.03% of portfolio
|
Q4 2023
Reduced 3.86%
|
|
|
Wespac Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
6,878
shares
|
$1.37 Million
1.02% of portfolio
|
Q2 2025
Added 261.05%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
6,874
shares
|
$1.37 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
6,870
shares
|
$1.37 Million
0.13% of portfolio
|
Q2 2024
Reduced 2.83%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
6,821
shares
|
$1.36 Million
0.01% of portfolio
|
Q2 2025
Added 7.52%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
6,804
shares
|
$1.36 Million
0.31% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Aug 11, 2025 Q2 2025 |
6,802
shares
|
$1.36 Million
0.65% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
6,670
shares
|
$1.33 Million
0.14% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
6,602
shares
|
$1.32 Million
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
6,584
shares
|
$1.31 Million
0.01% of portfolio
|
Q2 2025
Reduced 29.79%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
6,542
shares
|
$1.3 Million
0.28% of portfolio
|
Q2 2025
Reduced 25.29%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
6,528
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
6,460
shares
|
$1.29 Million
0.23% of portfolio
|
Q2 2025
Reduced 25.56%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
6,425
shares
|
$1.28 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
6,326
shares
|
$1.26 Million
0.01% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
6,176
shares
|
$1.23 Million
0.01% of portfolio
|
Q2 2025
Added 10.27%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
6,131
shares
|
$1.22 Million
0.1% of portfolio
|
Q1 2022
Reduced 0.18%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
6,010
shares
|
$1.2 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
5,984
shares
|
$1.19 Million
0.0% of portfolio
|
Q2 2025
Reduced 42.93%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
5,904
shares
|
$1.18 Million
0.11% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Avondale Wealth Management
|
Jul 17, 2025 Q2 2025 |
5,900
shares
|
$1.18 Million
0.68% of portfolio
|
Q2 2025
Reduced 7.81%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Aug 04, 2025 Q2 2025 |
5,847
shares
|
$1.17 Million
0.54% of portfolio
|
Q2 2025
Added 11.1%
|