Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 756 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 |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
2,668
shares
|
$408,817
0.04% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
2,660
shares
|
$407,591
0.0% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
2,659
shares
|
$407,438
0.03% of portfolio
|
Q4 2024
Reduced 50.08%
|
|
|
Syon Capital LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
2,648
shares
|
$405,753
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Feb 06, 2025 Q4 2024 |
2,647
shares
|
$405,599
0.31% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
2,645
shares
|
$405,293
0.13% of portfolio
|
Q4 2024
Reduced 10.25%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
2,610
shares
|
$399,930
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
2,600
shares
|
$398,398
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Kesler, Norman & Wride, LLC
|
Feb 12, 2025 Q4 2024 |
2,581
shares
|
$395,486
0.08% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,573
shares
|
$394,260
0.01% of portfolio
|
Q4 2024
Added 31.61%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
2,570
shares
|
$393,801
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Matauro, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
2,551
shares
|
$390,889
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
2,533
shares
|
$388,131
0.0% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jan 21, 2025 Q4 2024 |
2,532
shares
|
$387,978
0.14% of portfolio
|
Q4 2024
Reduced 8.09%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
2,511
shares
|
$384,760
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
2,510
shares
|
$384,607
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Feb 04, 2025 Q4 2024 |
2,482
shares
|
$380,316
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
2,481
shares
|
$380,163
0.01% of portfolio
|
Q4 2024
Added 12.01%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Feb 12, 2025 Q4 2024 |
2,478
shares
|
$379,703
0.09% of portfolio
|
Q4 2024
Reduced 87.07%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Feb 13, 2025 Q4 2024 |
2,457
shares
|
$376,486
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
2,431
shares
|
$372,502
0.27% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
2,431
shares
|
$372,502
0.03% of portfolio
|
Q4 2024
Added 5.65%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Feb 10, 2025 Q4 2024 |
2,405
shares
|
$368,518
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
2,403
shares
|
$368,211
0.09% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
2,385
shares
|
$365,453
0.06% of portfolio
|
Q4 2024
Reduced 5.69%
|