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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
4,273
shares
|
$821,185
0.01% of portfolio
|
Q1 2025
Added 5.98%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
4,267
shares
|
$820,032
0.06% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
4,234
shares
|
$813,690
0.02% of portfolio
|
Q1 2025
Reduced 40.53%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
4,210
shares
|
$809,077
0.28% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
May 13, 2025 Q1 2025 |
4,164
shares
|
$800,237
0.0% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Apr 14, 2025 Q1 2025 |
4,138
shares
|
$795,240
0.54% of portfolio
|
Q1 2025
Reduced 32.42%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
4,125
shares
|
$792,742
0.76% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
4,112
shares
|
$790,244
0.15% of portfolio
|
Q2 2025
Reduced 56.48%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
4,091
shares
|
$786,208
0.02% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Feb 24, 2025 Q4 2024 |
4,033
shares
|
$775,061
0.15% of portfolio
|
Q4 2024
Reduced 52.4%
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
4,031
shares
|
$774,677
0.2% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
4,018
shares
|
$772,179
0.01% of portfolio
|
Q1 2024
Added 0.27%
|
|
|
Lm Advisors LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
4,015
shares
|
$771,602
0.11% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
V2 Financial Group LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
4,000
shares
|
$768,720
0.41% of portfolio
|
Q1 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
3,995
shares
|
$767,759
0.03% of portfolio
|
Q1 2025
Reduced 9.2%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
3,970
shares
|
$762,954
0.01% of portfolio
|
Q1 2025
Added 3.6%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
3,970
shares
|
$762,954
2.05% of portfolio
|
Q4 2023
Added 50.21%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
3,944
shares
|
$757,957
0.13% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
3,930
shares
|
$755,267
0.29% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
3,892
shares
|
$747,964
0.31% of portfolio
|
Q2 2025
Added 13.14%
|
|
|
Bramshill Investments, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
3,890
shares
|
$747,580
0.07% of portfolio
|
Q1 2025
Added 14.75%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
3,886
shares
|
$746,811
0.0% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
3,879
shares
|
$745,466
0.33% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
3,876
shares
|
$744,889
0.0% of portfolio
|
Q1 2025
Reduced 8.28%
|