Institutional Ownership Ishares Tr (ITA)
Currently, there are no institutions holding Ishares Tr (ITA). This information is based on the latest data available and is subject to change as new information becomes available.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
4,108
shares
|
$606,053
0.12% of portfolio
|
Q3 2024
Added 7.88%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
4,075
shares
|
$601,184
0.09% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
4,018
shares
|
$592,775
0.01% of portfolio
|
Q1 2024
Added 0.27%
|
|
|
Sfmg, LLC
|
Aug 14, 2024 Q2 2024 |
4,004
shares
|
$590,710
0.05% of portfolio
|
Q1 2024
Reduced 16.01%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Jul 30, 2024 Q2 2024 |
4,000
shares
|
$590,120
0.38% of portfolio
|
Q1 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
3,987
shares
|
$588,202
0.04% of portfolio
|
Q2 2024
Added 4.92%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
3,974
shares
|
$586,284
0.03% of portfolio
|
Q2 2024
Reduced 12.98%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
3,970
shares
|
$585,694
2.05% of portfolio
|
Q4 2023
Added 50.21%
|
|
|
Wealth Management Partners, LLC
|
Oct 21, 2024 Q3 2024 |
3,968
shares
|
$585,399
0.28% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Pekin Hardy Strauss, Inc.
|
Aug 09, 2024 Q2 2024 |
3,959
shares
|
$584,071
0.07% of portfolio
|
Q2 2024
Added 16.61%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
3,914
shares
|
$577,432
0.02% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Fusion Capital, LLC
|
Aug 06, 2024 Q2 2024 |
3,893
shares
|
$574,334
0.23% of portfolio
|
Q2 2024
Added 3.29%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
3,883
shares
|
$572,858
0.04% of portfolio
|
Q3 2024
Reduced 4.85%
|
|
|
Avondale Wealth Management
|
Oct 10, 2024 Q3 2024 |
3,875
shares
|
$571,678
0.38% of portfolio
|
Q3 2024
Added 21.09%
|
|
|
Towercrest Capital Management
Newtown, PA |
Aug 06, 2024 Q2 2024 |
3,860
shares
|
$569,465
0.08% of portfolio
|
Q1 2023
Reduced 0.77%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
3,860
shares
|
$569,465
0.47% of portfolio
|
Q4 2021
New holding
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2024 Q2 2024 |
3,843
shares
|
$566,957
0.0% of portfolio
|
Q2 2024
Added 2.02%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 09, 2024 Q2 2024 |
3,834
shares
|
$565,630
0.03% of portfolio
|
Q2 2024
Added 2.46%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 06, 2024 Q2 2024 |
3,829
shares
|
$564,892
0.07% of portfolio
|
Q2 2024
Reduced 19.83%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
3,819
shares
|
$563,417
0.29% of portfolio
|
Q2 2024
Added 565.33%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Aug 09, 2024 Q2 2024 |
3,676
shares
|
$542,320
0.01% of portfolio
|
Q2 2024
Reduced 18.37%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
3,632
shares
|
$535,828
0.09% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
3,591
shares
|
$529,780
0.0% of portfolio
|
Q2 2024
Reduced 11.62%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2024 Q2 2024 |
3,579
shares
|
$528,009
0.03% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 06, 2024 Q2 2024 |
3,523
shares
|
$519,748
0.02% of portfolio
|
Q1 2024
Reduced 7.87%
|