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 |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
3,305
shares
|
$510,292
0.01% of portfolio
|
Q3 2024
Added 33.7%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
3,283
shares
|
$506,895
0.01% of portfolio
|
Q3 2023
Added 8.24%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
3,274
shares
|
$505,505
0.06% of portfolio
|
Q2 2023
Reduced 8.73%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
3,259
shares
|
$503,189
0.19% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
3,250
shares
|
$501,800
0.14% of portfolio
|
Q2 2024
Added 54.76%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
3,202
shares
|
$494,388
0.08% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
3,168
shares
|
$489,139
0.0% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,166
shares
|
$488,830
0.03% of portfolio
|
Q4 2023
Reduced 37.68%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,151
shares
|
$486,514
0.03% of portfolio
|
Q1 2024
Reduced 37.67%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
3,147
shares
|
$485,896
0.08% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
3,132
shares
|
$483,580
0.02% of portfolio
|
Q3 2024
Reduced 31.63%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
3,055
shares
|
$471,692
0.16% of portfolio
|
Q3 2024
Reduced 34.05%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
3,040
shares
|
$469,376
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
3,035
shares
|
$468,604
0.0% of portfolio
|
Q3 2024
Reduced 7.36%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
3,024
shares
|
$466,905
0.0% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Magnolia Capital Management LTD
|
Oct 21, 2024 Q3 2024 |
3,015
shares
|
$465,516
0.36% of portfolio
|
Q1 2024
Added 7.49%
|
|
|
Weil Company, Inc.
|
Nov 04, 2024 Q3 2024 |
2,991
shares
|
$461,810
0.16% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
2,947
shares
|
$455,016
0.16% of portfolio
|
Q3 2024
Added 11.42%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
2,933
shares
|
$452,855
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
2,907
shares
|
$448,840
0.13% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Means Investment Co., Inc.
|
Oct 18, 2024 Q3 2024 |
2,891
shares
|
$446,370
0.05% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
2,877
shares
|
$444,208
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
2,870
shares
|
$443,128
0.02% of portfolio
|
Q3 2024
Reduced 27.78%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
2,860
shares
|
$441,584
0.06% of portfolio
|
Q4 2023
Added 3.32%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
2,791
shares
|
$430,930
0.05% of portfolio
|
Q3 2022
Reduced 12.73%
|