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 |
|---|---|---|---|---|---|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Aug 14, 2025 Q2 2025 |
3,491
shares
|
$696,175
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
3,452
shares
|
$688,397
0.01% of portfolio
|
Q2 2025
Reduced 19.21%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
3,411
shares
|
$680,221
0.47% of portfolio
|
Q2 2025
Reduced 12.52%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
3,408
shares
|
$679,623
0.02% of portfolio
|
Q2 2025
Added 8.16%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
3,383
shares
|
$674,637
0.11% of portfolio
|
Q2 2025
Reduced 6.73%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
3,373
shares
|
$672,643
0.13% of portfolio
|
Q2 2025
Reduced 14.48%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
3,320
shares
|
$662,074
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
3,314
shares
|
$660,877
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
3,309
shares
|
$659,880
0.07% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
3,283
shares
|
$654,695
0.01% of portfolio
|
Q3 2023
Added 8.24%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
3,223
shares
|
$642,730
0.02% of portfolio
|
Q1 2025
Reduced 8.52%
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
3,215
shares
|
$641,135
0.15% of portfolio
|
Q2 2025
Added 373.49%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jul 28, 2025 Q2 2025 |
3,213
shares
|
$640,736
0.43% of portfolio
|
Q2 2025
Reduced 33.78%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
3,211
shares
|
$640,337
0.03% of portfolio
|
Q2 2025
Reduced 63.84%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
3,176
shares
|
$633,357
0.04% of portfolio
|
Q2 2025
Added 15.83%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,166
shares
|
$631,363
0.03% of portfolio
|
Q4 2023
Reduced 37.68%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
3,133
shares
|
$624,782
0.0% of portfolio
|
Q2 2025
Reduced 19.38%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
3,088
shares
|
$615,808
0.1% of portfolio
|
Q1 2025
Reduced 11.32%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 11, 2025 Q2 2025 |
3,083
shares
|
$614,811
0.5% of portfolio
|
Q2 2025
Added 5.84%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
3,076
shares
|
$613,415
0.06% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
3,041
shares
|
$606,436
0.1% of portfolio
|
Q2 2025
Added 59.21%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
3,039
shares
|
$606,037
0.27% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
3,034
shares
|
$605,040
0.4% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Magnolia Capital Management LTD
|
Jul 23, 2025 Q2 2025 |
3,015
shares
|
$601,251
0.45% of portfolio
|
Q1 2024
Added 7.49%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Jul 22, 2025 Q2 2025 |
3,009
shares
|
$600,054
0.3% of portfolio
|
Q1 2025
Added 0.07%
|