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 |
|---|---|---|---|---|---|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
3,860
shares
|
$760,111
0.47% of portfolio
|
Q4 2021
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
3,857
shares
|
$759,520
0.03% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
3,825
shares
|
$753,219
0.0% of portfolio
|
Q1 2025
Added 18.64%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Jul 17, 2025 Q2 2025 |
3,793
shares
|
$746,917
0.42% of portfolio
|
Q2 2025
Added 13.87%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Apr 23, 2025 Q1 2025 |
3,777
shares
|
$743,766
0.4% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
3,765
shares
|
$741,403
0.1% of portfolio
|
Q1 2025
Reduced 8.51%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
3,744
shares
|
$737,268
0.01% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,711
shares
|
$730,770
0.04% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
3,667
shares
|
$722,105
0.04% of portfolio
|
Q2 2025
Reduced 53.86%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
3,631
shares
|
$715,016
0.11% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
3,627
shares
|
$714,228
0.1% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
3,625
shares
|
$713,835
0.01% of portfolio
|
Q1 2025
Reduced 91.07%
|
|
|
Hudock, Inc.
|
May 02, 2025 Q1 2025 |
3,614
shares
|
$711,668
0.1% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
3,594
shares
|
$707,730
0.03% of portfolio
|
Q1 2025
Reduced 21.32%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Apr 24, 2025 Q1 2025 |
3,583
shares
|
$705,564
0.36% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Ackerman Asset Management, LLC
Rockville, MD |
May 08, 2025 Q1 2025 |
3,579
shares
|
$704,776
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
3,530
shares
|
$695,127
0.09% of portfolio
|
Q1 2025
Added 10.11%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
3,456
shares
|
$680,555
0.0% of portfolio
|
Q1 2025
Added 79.16%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
3,411
shares
|
$671,694
0.47% of portfolio
|
Q2 2025
Reduced 12.52%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
3,397
shares
|
$668,937
0.02% of portfolio
|
Q1 2025
Added 9.19%
|
|
|
Axecap Investments, LLC
Mason, OH |
Apr 15, 2025 Q1 2025 |
3,332
shares
|
$656,137
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
3,320
shares
|
$653,774
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
3,314
shares
|
$652,592
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
3,299
shares
|
$649,639
0.15% of portfolio
|
Q1 2025
Added 22.05%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
3,288
shares
|
$647,472
0.09% of portfolio
|
Q1 2025
Reduced 1.2%
|