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 |
|---|---|---|---|---|---|
|
Ballast, Inc.
|
Jul 29, 2025 Q2 2025 |
5,847
shares
|
$1.17 Million
0.54% of portfolio
|
Q2 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5,842
shares
|
$1.17 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
5,706
shares
|
$1.14 Million
0.01% of portfolio
|
Q2 2025
Reduced 55.4%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
5,700
shares
|
$1.14 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
|
$1.14 Million
0.03% of portfolio
|
Q2 2025
Added 29.44%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
5,663
shares
|
$1.13 Million
0.04% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Landaas & CO
Milwaukee, WI |
Aug 11, 2025 Q2 2025 |
5,640
shares
|
$1.12 Million
0.26% of portfolio
|
Q2 2025
Added 6.82%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Jul 24, 2025 Q2 2025 |
5,609
shares
|
$1.12 Million
0.86% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
5,582
shares
|
$1.11 Million
0.02% of portfolio
|
Q2 2025
Reduced 12.9%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
5,562
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
5,550
shares
|
$1.11 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
5,466
shares
|
$1.09 Million
0.25% of portfolio
|
Q4 2022
Reduced 99.11%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
5,448
shares
|
$1.09 Million
0.21% of portfolio
|
Q2 2024
Added 3.32%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jul 21, 2025 Q2 2025 |
5,383
shares
|
$1.07 Million
0.42% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
5,359
shares
|
$1.07 Million
0.16% of portfolio
|
Q2 2025
Added 11.53%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
5,353
shares
|
$1.07 Million
0.3% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Jul 31, 2025 Q2 2025 |
5,341
shares
|
$1.07 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
5,317
shares
|
$1.06 Million
0.03% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
5,317
shares
|
$1.06 Million
0.08% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
5,246
shares
|
$1.05 Million
0.03% of portfolio
|
Q2 2025
Added 23.9%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
5,233
shares
|
$1.04 Million
0.16% of portfolio
|
Q2 2025
Added 133.3%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
5,162
shares
|
$1.03 Million
0.1% of portfolio
|
Q2 2025
Added 4.88%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
5,162
shares
|
$1.03 Million
0.08% of portfolio
|
Q1 2025
Reduced 23.44%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
5,134
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
5,103
shares
|
$1.02 Million
0.05% of portfolio
|
Q2 2025
Added 18.98%
|