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 |
|---|---|---|---|---|---|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
2,103
shares
|
$322,242
0.1% of portfolio
|
Q2 2022
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
2,101
shares
|
$321,936
0.0% of portfolio
|
Q4 2024
Added 33.31%
|
|
|
Holderness Investments CO
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
2,083
shares
|
$319,178
0.07% of portfolio
|
Q4 2024
Added 5.04%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
2,083
shares
|
$319,178
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Jan 27, 2025 Q4 2024 |
2,076
shares
|
$318,105
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
2,058
shares
|
$315,347
0.04% of portfolio
|
Q4 2024
Reduced 13.24%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,056
shares
|
$315,040
0.04% of portfolio
|
Q4 2024
Reduced 8.58%
|
|
|
Elco Management Co., LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
2,050
shares
|
$314,121
0.16% of portfolio
|
Q4 2024
Reduced 14.58%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
2,044
shares
|
$313,202
0.02% of portfolio
|
Q4 2024
Added 22.91%
|
|
|
Wespac Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
2,020
shares
|
$309,524
0.22% of portfolio
|
Q4 2024
Reduced 88.9%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Feb 13, 2025 Q4 2024 |
2,000
shares
|
$306,460
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
2,000
shares
|
$306,460
0.03% of portfolio
|
Q4 2024
Reduced 5.39%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
1,988
shares
|
$304,621
0.05% of portfolio
|
Q1 2024
Reduced 7.71%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
1,987
shares
|
$304,468
0.04% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
1,958
shares
|
$300,024
0.09% of portfolio
|
Q2 2024
Added 0.26%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
1,950
shares
|
$298,798
0.0% of portfolio
|
Q3 2024
Added 427.03%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,946
shares
|
$298,185
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
1,945
shares
|
$298,032
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
1,945
shares
|
$298,032
0.04% of portfolio
|
Q3 2023
Reduced 0.87%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
1,932
shares
|
$296,040
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
1,929
shares
|
$295,580
0.0% of portfolio
|
Q4 2024
Reduced 63.12%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Mar 27, 2025 Q4 2024 |
1,928
shares
|
$295,427
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
1,909
shares
|
$292,516
0.05% of portfolio
|
Q4 2024
Reduced 29.06%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
1,905
shares
|
$291,903
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
1,881
shares
|
$288,225
0.0% of portfolio
|
Q4 2024
Added 11.3%
|