Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 754 institutions that hold shares in the stock, with a total of 21.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,166
shares
|
$485,126
0.03% of portfolio
|
Q4 2023
Reduced 37.68%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
3,151
shares
|
$482,827
0.03% of portfolio
|
Q1 2024
Reduced 37.67%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
3,148
shares
|
$482,368
0.07% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
3,111
shares
|
$476,698
0.02% of portfolio
|
Q4 2024
Added 78.9%
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
3,078
shares
|
$471,641
0.33% of portfolio
|
Q4 2024
Added 82.89%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
3,050
shares
|
$467,351
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 29, 2025 Q4 2024 |
3,032
shares
|
$464,593
0.35% of portfolio
|
Q4 2024
Added 13.9%
|
|
|
Magnolia Capital Management LTD
|
Apr 03, 2025 Q1 2025 |
3,015
shares
|
$461,988
0.4% of portfolio
|
Q1 2024
Added 7.49%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Feb 12, 2025 Q4 2024 |
3,007
shares
|
$460,762
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,993
shares
|
$458,617
0.01% of portfolio
|
Q4 2024
Added 15.43%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
2,944
shares
|
$451,109
0.05% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
2,934
shares
|
$449,576
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
2,933
shares
|
$449,423
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Drw Securities, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
2,911
shares
|
$446,052
0.02% of portfolio
|
Q4 2024
Reduced 30.66%
|
|
|
Berkeley Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
2,909
shares
|
$445,746
0.12% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
2,892
shares
|
$443,141
0.32% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
2,877
shares
|
$440,842
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
2,861
shares
|
$438,391
0.06% of portfolio
|
Q4 2024
Reduced 16.88%
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
2,860
shares
|
$438,237
0.06% of portfolio
|
Q4 2023
Added 3.32%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
2,830
shares
|
$433,640
0.02% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
2,737
shares
|
$419,390
0.05% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
2,716
shares
|
$416,172
0.02% of portfolio
|
Q4 2024
Added 13.45%
|
|
|
Interchange Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
2,703
shares
|
$414,180
0.15% of portfolio
|
Q4 2024
Reduced 11.52%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
2,691
shares
|
$412,341
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
2,668
shares
|
$408,817
0.04% of portfolio
|
Q4 2024
Added 3.41%
|