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 |
|---|---|---|---|---|---|
|
Independent Family Office, LLC
|
Nov 14, 2024 Q3 2024 |
2,000
shares
|
$308,800
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 14, 2024 Q3 2024 |
2,000
shares
|
$308,800
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
2,000
shares
|
$308,800
0.02% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,995
shares
|
$308,028
0.01% of portfolio
|
Q3 2024
Added 11.33%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
1,988
shares
|
$306,947
0.05% of portfolio
|
Q1 2024
Reduced 7.71%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
1,987
shares
|
$306,792
0.04% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
1,983
shares
|
$306,175
0.07% of portfolio
|
Q2 2024
Added 11.15%
|
|
|
Lpwm LLC
Minneapolis, MN |
Oct 07, 2024 Q3 2024 |
1,958
shares
|
$302,315
0.09% of portfolio
|
Q2 2024
Added 0.26%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
1,955
shares
|
$301,852
0.01% of portfolio
|
Q3 2024
Added 9.52%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
1,950
shares
|
$301,080
0.0% of portfolio
|
Q3 2024
Added 427.03%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
1,945
shares
|
$300,308
0.04% of portfolio
|
Q3 2023
Reduced 0.87%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
1,945
shares
|
$300,308
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Avitas Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
1,914
shares
|
$295,521
0.04% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
1,884
shares
|
$290,889
0.02% of portfolio
|
Q3 2024
Reduced 32.71%
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
1,874
shares
|
$289,345
0.07% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Heritage Investment Group, Inc.
|
Nov 06, 2024 Q3 2024 |
1,870
shares
|
$288,728
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Griffin Asset Management, Inc.
|
Oct 15, 2024 Q3 2024 |
1,865
shares
|
$287,956
0.03% of portfolio
|
Q3 2024
Reduced 4.21%
|
|
|
Guyasuta Investment Advisors Inc
|
Nov 13, 2024 Q3 2024 |
1,850
shares
|
$285,640
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Providence First Trust CO
|
Nov 12, 2024 Q3 2024 |
1,850
shares
|
$285,640
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Powell Investment Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
1,845
shares
|
$284,868
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Effects LLC
|
Oct 21, 2024 Q3 2024 |
1,821
shares
|
$281,162
0.11% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
1,820
shares
|
$281,008
0.02% of portfolio
|
Q1 2024
Reduced 17.27%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
1,808
shares
|
$279,155
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,803
shares
|
$278,383
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
1,803
shares
|
$278,383
0.11% of portfolio
|
Q4 2022
New holding
|