Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 754 institutions that hold shares in the stock, with a total of 21.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
6,528
shares
|
$1 Million
0.01% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
6,485
shares
|
$993,696
0.2% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
6,472
shares
|
$991,704
0.52% of portfolio
|
Q4 2024
Reduced 8.83%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
6,421
shares
|
$983,889
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Feb 13, 2025 Q4 2024 |
6,400
shares
|
$980,671
0.36% of portfolio
|
Q4 2024
Reduced 22.89%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Feb 10, 2025 Q4 2024 |
6,349
shares
|
$972,857
0.03% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
6,330
shares
|
$969,945
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
6,311
shares
|
$967,034
0.01% of portfolio
|
Q4 2024
Added 32.5%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
6,131
shares
|
$939,453
0.1% of portfolio
|
Q1 2022
Reduced 0.18%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jan 24, 2025 Q4 2024 |
6,123
shares
|
$938,227
0.73% of portfolio
|
Q4 2024
Reduced 6.96%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
6,078
shares
|
$931,331
0.0% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Atom Investors LP
Austin, TX |
Feb 14, 2025 Q4 2024 |
6,069
shares
|
$929,952
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
5,934
shares
|
$909,266
0.0% of portfolio
|
Q4 2024
Reduced 69.23%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
5,904
shares
|
$904,669
0.09% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,879
shares
|
$900,839
0.0% of portfolio
|
Q4 2024
Reduced 23.98%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,866
shares
|
$898,847
0.03% of portfolio
|
Q4 2024
Added 71.52%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
5,847
shares
|
$895,935
0.05% of portfolio
|
Q4 2024
Added 13.95%
|
|
|
Mason & Associates Inc
|
Jan 14, 2025 Q4 2024 |
5,745
shares
|
$880,306
0.2% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
5,699
shares
|
$873,257
0.22% of portfolio
|
Q4 2024
Reduced 21.74%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Mar 04, 2025 Q4 2024 |
5,675
shares
|
$869,580
0.31% of portfolio
|
Q4 2024
Added 183.75%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
5,624
shares
|
$861,765
0.12% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
5,612
shares
|
$859,926
0.0% of portfolio
|
Q4 2024
Reduced 11.89%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Feb 28, 2025 Q4 2024 |
5,581
shares
|
$855,176
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
5,567
shares
|
$853,031
0.01% of portfolio
|
Q4 2024
Added 15.67%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
5,567
shares
|
$853,031
0.03% of portfolio
|
Q4 2024
Reduced 77.16%
|