Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 785 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 $3.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Purus Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
4,949
shares
|
$951,098
0.34% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
4,878
shares
|
$937,454
0.0% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
May 12, 2025 Q1 2025 |
4,856
shares
|
$933,226
0.59% of portfolio
|
Q1 2025
Added 11.48%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
May 13, 2025 Q1 2025 |
4,852
shares
|
$932,457
0.53% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Rational Advisors LLC
Huntington, NY |
May 01, 2025 Q1 2025 |
4,838
shares
|
$929,766
0.09% of portfolio
|
Q1 2025
Added 28.29%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
4,805
shares
|
$923,424
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
4,787
shares
|
$919,965
0.04% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
4,779
shares
|
$918,428
0.16% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
4,741
shares
|
$911,125
0.03% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
May 02, 2025 Q1 2025 |
4,733
shares
|
$909,587
0.54% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
4,624
shares
|
$888,640
0.05% of portfolio
|
Q1 2025
Reduced 10.51%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
4,525
shares
|
$869,614
0.07% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
4,514
shares
|
$867,500
0.06% of portfolio
|
Q4 2024
Added 11.87%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
4,483
shares
|
$861,542
0.04% of portfolio
|
Q3 2023
Reduced 5.38%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
4,458
shares
|
$856,738
0.2% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
4,439
shares
|
$853,087
0.06% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
4,424
shares
|
$850,204
0.18% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
4,399
shares
|
$845,399
0.11% of portfolio
|
Q1 2025
Added 25.43%
|
|
|
Atom Investors LP
Austin, TX |
May 15, 2025 Q1 2025 |
4,368
shares
|
$839,442
0.09% of portfolio
|
Q1 2025
Reduced 28.03%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
4,352
shares
|
$836,367
0.1% of portfolio
|
Q1 2025
Reduced 7.05%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
4,330
shares
|
$832,139
0.0% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Fusion Capital, LLC
|
May 15, 2025 Q1 2025 |
4,306
shares
|
$827,527
0.26% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
4,305
shares
|
$827,334
0.24% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Pekin Hardy Strauss, Inc.
|
Apr 29, 2025 Q1 2025 |
4,297
shares
|
$825,797
0.08% of portfolio
|
Q1 2025
Reduced 7.27%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
4,281
shares
|
$822,722
0.25% of portfolio
|
Q4 2024
Reduced 4.14%
|