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 |
|---|---|---|---|---|---|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Jul 29, 2025 Q2 2025 |
5,075
shares
|
$1.01 Million
0.43% of portfolio
|
Q1 2025
Reduced 10.57%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
5,056
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.91%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
5,046
shares
|
$1.01 Million
0.05% of portfolio
|
Q2 2025
Added 40.4%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Aug 05, 2025 Q2 2025 |
5,021
shares
|
$1 Million
0.6% of portfolio
|
Q2 2025
Added 6.08%
|
|
|
Kkm Financial LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5,012
shares
|
$999,493
0.33% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Quattro Financial Advisors LLC
|
Jul 21, 2025 Q2 2025 |
5,000
shares
|
$997,099
0.35% of portfolio
|
Q3 2024
Added 3125.81%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
4,975
shares
|
$992,114
0.05% of portfolio
|
Q2 2025
Reduced 75.76%
|
|
|
Purus Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
4,959
shares
|
$988,923
0.34% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Aug 07, 2025 Q2 2025 |
4,917
shares
|
$980,548
0.46% of portfolio
|
Q2 2025
Reduced 20.53%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 07, 2025 Q2 2025 |
4,866
shares
|
$970,377
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
4,840
shares
|
$965,192
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
Aug 07, 2025 Q2 2025 |
4,794
shares
|
$956,019
0.64% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
4,787
shares
|
$954,623
0.04% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
4,731
shares
|
$943,456
0.02% of portfolio
|
Q2 2025
Added 30.51%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
4,525
shares
|
$902,375
0.07% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Sfmg, LLC
|
Aug 12, 2025 Q2 2025 |
4,514
shares
|
$900,181
0.07% of portfolio
|
Q4 2024
Added 11.87%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
4,509
shares
|
$899,184
0.04% of portfolio
|
Q2 2025
Added 12.87%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
4,483
shares
|
$893,999
0.04% of portfolio
|
Q3 2023
Reduced 5.38%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Aug 14, 2025 Q2 2025 |
4,477
shares
|
$892,803
0.61% of portfolio
|
Q2 2025
Reduced 11.55%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
4,466
shares
|
$890,609
0.06% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
4,458
shares
|
$889,014
0.22% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
4,439
shares
|
$885,225
0.06% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
4,424
shares
|
$882,234
0.2% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
4,408
shares
|
$879,043
0.0% of portfolio
|
Q2 2025
Added 27.55%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
4,376
shares
|
$872,661
0.24% of portfolio
|
Q2 2025
Added 2.22%
|