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 |
|---|---|---|---|---|---|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
4,343
shares
|
$866,081
0.12% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
4,330
shares
|
$863,488
0.0% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
4,316
shares
|
$860,696
0.07% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Fusion Capital, LLC
|
Aug 08, 2025 Q2 2025 |
4,310
shares
|
$859,500
0.3% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Pekin Hardy Strauss, Inc.
|
Aug 06, 2025 Q2 2025 |
4,297
shares
|
$856,907
0.1% of portfolio
|
Q1 2025
Reduced 7.27%
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
4,276
shares
|
$852,719
0.16% of portfolio
|
Q2 2025
Reduced 10.53%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
4,267
shares
|
$850,925
0.75% of portfolio
|
Q2 2025
Added 319.98%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
4,210
shares
|
$839,558
0.28% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
4,164
shares
|
$830,384
0.0% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
4,125
shares
|
$822,607
0.76% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
4,112
shares
|
$820,015
0.15% of portfolio
|
Q2 2025
Reduced 56.48%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
4,020
shares
|
$801,668
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
4,018
shares
|
$801,269
0.01% of portfolio
|
Q1 2024
Added 0.27%
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
4,015
shares
|
$800,671
0.1% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Aug 18, 2025 Q2 2025 |
4,000
shares
|
$797,680
0.47% of portfolio
|
Q1 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
3,970
shares
|
$791,697
0.01% of portfolio
|
Q1 2025
Added 3.6%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
3,970
shares
|
$791,697
2.05% of portfolio
|
Q4 2023
Added 50.21%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
3,968
shares
|
$791,298
0.03% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
3,931
shares
|
$783,920
0.03% of portfolio
|
Q2 2025
Reduced 17.09%
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
3,930
shares
|
$783,720
0.29% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Aug 12, 2025 Q2 2025 |
3,927
shares
|
$783,122
1.4% of portfolio
|
Q2 2025
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
3,892
shares
|
$776,142
0.31% of portfolio
|
Q2 2025
Added 13.14%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Aug 14, 2025 Q2 2025 |
3,890
shares
|
$775,743
0.09% of portfolio
|
Q1 2025
Added 14.75%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
3,879
shares
|
$773,550
0.37% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
3,876
shares
|
$772,951
0.0% of portfolio
|
Q1 2025
Reduced 8.28%
|