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 |
|---|---|---|---|---|---|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
3,860
shares
|
$769,761
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
|
$769,162
0.03% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
3,826
shares
|
$762,980
0.18% of portfolio
|
Q2 2025
Reduced 54.03%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
3,817
shares
|
$761,186
0.01% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Jul 17, 2025 Q2 2025 |
3,793
shares
|
$756,400
0.42% of portfolio
|
Q2 2025
Added 13.87%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
3,765
shares
|
$750,816
0.1% of portfolio
|
Q1 2025
Reduced 8.51%
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
3,718
shares
|
$741,443
0.11% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Aug 14, 2025 Q2 2025 |
3,703
shares
|
$738,452
0.17% of portfolio
|
Q1 2025
Reduced 56.37%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Jul 28, 2025 Q2 2025 |
3,690
shares
|
$735,859
0.43% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
3,676
shares
|
$733,067
0.08% of portfolio
|
Q2 2025
Reduced 24.02%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
3,667
shares
|
$731,273
0.04% of portfolio
|
Q2 2025
Reduced 53.86%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
3,655
shares
|
$728,880
0.0% of portfolio
|
Q2 2025
Reduced 78.16%
|
|
|
Axecap Investments, LLC
Mason, OH |
Jul 30, 2025 Q2 2025 |
3,651
shares
|
$728,082
0.45% of portfolio
|
Q2 2025
Added 9.57%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
3,631
shares
|
$724,094
0.11% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Hudock, Inc.
|
Aug 08, 2025 Q2 2025 |
3,616
shares
|
$721,102
0.11% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,613
shares
|
$720,504
0.05% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jul 25, 2025 Q2 2025 |
3,610
shares
|
$719,906
0.54% of portfolio
|
Q2 2025
Reduced 12.76%
|
|
|
Apeiron Ria LLC
|
Aug 07, 2025 Q2 2025 |
3,607
shares
|
$719,307
0.2% of portfolio
|
Q2 2025
Reduced 10.52%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
3,607
shares
|
$719,307
0.02% of portfolio
|
Q2 2025
Added 6.18%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jul 30, 2025 Q2 2025 |
3,583
shares
|
$714,521
0.39% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Ackerman Asset Management, LLC
Rockville, MD |
Aug 13, 2025 Q2 2025 |
3,579
shares
|
$713,724
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
3,578
shares
|
$713,524
0.0% of portfolio
|
Q2 2025
Reduced 26.65%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
3,543
shares
|
$706,545
0.01% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
3,528
shares
|
$703,553
0.08% of portfolio
|
Q2 2025
Added 156.21%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
3,524
shares
|
$702,756
0.22% of portfolio
|
Q2 2025
Reduced 18.14%
|