Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 699 institutions that hold shares in the stock, with a total of 18.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Nov 04, 2024 Q3 2024 |
6,276
shares
|
$969,014
0.03% of portfolio
|
Q3 2024
Added 24.72%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
6,265
shares
|
$967,316
0.01% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
6,248
shares
|
$964,691
0.43% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
6,131
shares
|
$946,626
0.1% of portfolio
|
Q1 2022
Reduced 0.18%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
6,119
shares
|
$944,773
0.06% of portfolio
|
Q3 2024
Added 5.12%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
6,102
shares
|
$942,148
0.0% of portfolio
|
Q3 2024
Added 15.7%
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
5,900
shares
|
$910,960
0.35% of portfolio
|
Q3 2024
Reduced 39.75%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
5,843
shares
|
$902,159
0.41% of portfolio
|
Q3 2024
Reduced 17.7%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
5,782
shares
|
$892,740
0.01% of portfolio
|
Q3 2024
Added 5.07%
|
|
|
Mason & Associates Inc
|
Oct 22, 2024 Q3 2024 |
5,749
shares
|
$887,645
0.22% of portfolio
|
Q3 2024
Reduced 12.15%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
5,742
shares
|
$886,564
0.09% of portfolio
|
Q2 2024
Reduced 11.06%
|
|
|
Enclave Advisors LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
5,708
shares
|
$881,315
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 08, 2024 Q3 2024 |
5,707
shares
|
$881,160
0.5% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
5,703
shares
|
$880,543
0.1% of portfolio
|
Q3 2024
Added 6.5%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
5,680
shares
|
$876,992
0.13% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
5,679
shares
|
$876,837
0.32% of portfolio
|
Q1 2024
Reduced 10.88%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Oct 31, 2024 Q3 2024 |
5,648
shares
|
$872,051
0.25% of portfolio
|
Q2 2024
Reduced 15.68%
|
|
|
Greystone Financial Group, LLC
|
Oct 22, 2024 Q3 2024 |
5,608
shares
|
$865,875
0.15% of portfolio
|
Q3 2024
Added 9.38%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
5,466
shares
|
$843,950
0.25% of portfolio
|
Q4 2022
Reduced 99.11%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
5,448
shares
|
$841,171
0.21% of portfolio
|
Q2 2024
Added 3.32%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 21, 2024 Q3 2024 |
5,380
shares
|
$830,672
0.36% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
5,360
shares
|
$827,584
0.04% of portfolio
|
Q3 2024
Added 109.62%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
5,326
shares
|
$822,334
0.05% of portfolio
|
Q3 2024
Added 99.63%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
5,261
shares
|
$812,298
0.06% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
5,235
shares
|
$808,284
0.04% of portfolio
|
Q3 2024
Reduced 8.0%
|