Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 792 institutions that hold shares in the stock, with a total of 19 Million shares, which have been reported (via 13F filing form) to have a value of $3.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avondale Wealth Management
|
Jul 17, 2025 Q2 2025 |
5,900
shares
|
$1.16 Million
0.68% of portfolio
|
Q2 2025
Reduced 7.81%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
May 15, 2025 Q1 2025 |
5,757
shares
|
$1.13 Million
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
5,700
shares
|
$1.12 Million
0.1% of portfolio
|
Q1 2025
Added 6.26%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
5,698
shares
|
$1.12 Million
0.03% of portfolio
|
Q2 2025
Added 29.44%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
5,660
shares
|
$1.11 Million
0.03% of portfolio
|
Q1 2025
Added 22.48%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
5,636
shares
|
$1.11 Million
0.13% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Jul 24, 2025 Q2 2025 |
5,609
shares
|
$1.1 Million
0.86% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
5,601
shares
|
$1.1 Million
0.01% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
May 08, 2025 Q1 2025 |
5,561
shares
|
$1.1 Million
0.03% of portfolio
|
Q1 2025
Reduced 12.41%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
5,551
shares
|
$1.09 Million
0.24% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Genesee Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
5,501
shares
|
$1.08 Million
0.43% of portfolio
|
Q1 2025
Reduced 29.45%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
5,466
shares
|
$1.08 Million
0.25% of portfolio
|
Q4 2022
Reduced 99.11%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
5,448
shares
|
$1.07 Million
0.21% of portfolio
|
Q2 2024
Added 3.32%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
5,441
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
Reduced 70.67%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jul 21, 2025 Q2 2025 |
5,383
shares
|
$1.06 Million
0.42% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
5,380
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.48%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
5,316
shares
|
$1.05 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Landaas & CO
Milwaukee, WI |
May 02, 2025 Q1 2025 |
5,280
shares
|
$1.04 Million
0.22% of portfolio
|
Q1 2025
Added 32.66%
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
5,263
shares
|
$1.04 Million
0.44% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
5,222
shares
|
$1.03 Million
0.07% of portfolio
|
Q1 2025
Reduced 17.5%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
5,162
shares
|
$1.02 Million
0.08% of portfolio
|
Q2 2025
Added 30.62%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
5,162
shares
|
$1.02 Million
0.1% of portfolio
|
Q2 2025
Added 4.88%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
5,096
shares
|
$1 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.32%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
May 28, 2025 Q1 2025 |
5,075
shares
|
$999,368
0.29% of portfolio
|
Q1 2025
Reduced 10.57%
|
|
|
Kkm Financial LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
5,062
shares
|
$996,809
0.33% of portfolio
|
Q4 2024
Reduced 0.9%
|