Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 699 institutions that hold shares in the stock, with a total of 18.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
3,914
shares
|
$604,321
0.02% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
3,883
shares
|
$599,535
0.04% of portfolio
|
Q3 2024
Reduced 4.85%
|
|
|
Avondale Wealth Management
|
Oct 10, 2024 Q3 2024 |
3,875
shares
|
$598,300
0.38% of portfolio
|
Q3 2024
Added 21.09%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
3,860
shares
|
$595,984
0.47% of portfolio
|
Q4 2021
New holding
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Nov 08, 2024 Q3 2024 |
3,820
shares
|
$589,808
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
3,819
shares
|
$589,653
0.29% of portfolio
|
Q2 2024
Added 565.33%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
3,689
shares
|
$569,581
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
3,640
shares
|
$562,016
0.03% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
3,632
shares
|
$560,780
0.09% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
3,598
shares
|
$555,531
0.06% of portfolio
|
Q3 2024
Added 10.27%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
3,552
shares
|
$548,428
0.05% of portfolio
|
Q3 2024
Reduced 30.37%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
3,531
shares
|
$545,186
0.01% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
3,523
shares
|
$543,951
0.02% of portfolio
|
Q1 2024
Reduced 7.87%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
3,521
shares
|
$543,642
0.01% of portfolio
|
Q3 2024
Added 7.15%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
3,507
shares
|
$541,480
0.08% of portfolio
|
Q3 2024
Reduced 5.5%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 08, 2024 Q3 2024 |
3,500
shares
|
$540,400
0.36% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Hudock, Inc.
|
Oct 23, 2024 Q3 2024 |
3,494
shares
|
$539,473
0.09% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
3,480
shares
|
$537,312
0.08% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
3,442
shares
|
$531,444
0.07% of portfolio
|
Q3 2024
Reduced 10.11%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,420
shares
|
$528,048
0.01% of portfolio
|
Q3 2024
Added 22.49%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
3,420
shares
|
$528,048
0.06% of portfolio
|
Q1 2024
Added 0.03%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
3,355
shares
|
$518,012
0.02% of portfolio
|
Q3 2024
Added 13.15%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
3,340
shares
|
$515,696
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
3,325
shares
|
$513,380
0.0% of portfolio
|
Q3 2024
Reduced 81.45%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
3,320
shares
|
$512,608
0.04% of portfolio
|
Q3 2024
Reduced 12.22%
|