Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 752 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 $3.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
5,532
shares
|
$865,094
0.01% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
5,500
shares
|
$860,090
0.02% of portfolio
|
Q4 2024
Added 7.84%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
5,466
shares
|
$854,773
0.25% of portfolio
|
Q4 2022
Reduced 99.11%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
5,448
shares
|
$851,958
0.21% of portfolio
|
Q2 2024
Added 3.32%
|
|
|
Madden Securities Corp
|
Jan 29, 2025 Q4 2024 |
5,425
shares
|
$848,361
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
5,397
shares
|
$843,982
0.05% of portfolio
|
Q4 2024
Added 3.85%
|
|
|
Greystone Financial Group, LLC
|
Feb 03, 2025 Q4 2024 |
5,382
shares
|
$841,637
0.14% of portfolio
|
Q4 2024
Reduced 4.03%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
5,382
shares
|
$841,637
0.34% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
5,364
shares
|
$838,822
0.09% of portfolio
|
Q4 2024
Reduced 5.94%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
5,294
shares
|
$827,875
0.33% of portfolio
|
Q4 2024
Reduced 9.4%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
5,167
shares
|
$808,015
0.05% of portfolio
|
Q4 2024
Added 7.94%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
5,097
shares
|
$797,068
0.01% of portfolio
|
Q4 2024
Reduced 55.89%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
5,073
shares
|
$793,315
0.38% of portfolio
|
Q4 2024
Added 5.51%
|
|
|
Kkm Financial LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
5,062
shares
|
$791,595
0.31% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
5,022
shares
|
$785,340
0.15% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Quattro Financial Advisors LLC
|
Jan 28, 2025 Q4 2024 |
5,000
shares
|
$781,900
0.2% of portfolio
|
Q3 2024
Added 3125.81%
|
|
|
Purus Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
4,947
shares
|
$773,611
0.3% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
4,878
shares
|
$762,821
0.0% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jan 23, 2025 Q4 2024 |
4,850
shares
|
$758,443
0.52% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
4,811
shares
|
$752,344
0.03% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
4,682
shares
|
$732,171
0.1% of portfolio
|
Q4 2024
Added 46.22%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
4,672
shares
|
$730,607
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Pekin Hardy Strauss, Inc.
|
Feb 03, 2025 Q4 2024 |
4,634
shares
|
$724,664
0.09% of portfolio
|
Q4 2024
Added 11.15%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
4,621
shares
|
$722,631
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Feb 06, 2025 Q4 2024 |
4,588
shares
|
$717,471
0.45% of portfolio
|
Q4 2024
New holding
|