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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
2,316
shares
|
$461,856
0.02% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
2,306
shares
|
$459,862
0.02% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Griffin Asset Management, Inc.
|
Jul 25, 2025 Q2 2025 |
2,294
shares
|
$457,469
0.05% of portfolio
|
Q2 2025
Added 5.37%
|
|
|
Means Investment Co., Inc.
|
Jul 25, 2025 Q2 2025 |
2,285
shares
|
$455,674
0.04% of portfolio
|
Q1 2025
Reduced 22.38%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
2,269
shares
|
$452,483
0.2% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Narwhal Capital Management
|
Jul 23, 2025 Q2 2025 |
2,260
shares
|
$450,689
0.04% of portfolio
|
Q2 2024
Added 15.31%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,255
shares
|
$449,692
0.23% of portfolio
|
Q2 2025
Added 92.74%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
2,225
shares
|
$443,709
0.0% of portfolio
|
Q2 2025
Reduced 24.16%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
2,218
shares
|
$442,313
0.05% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
2,217
shares
|
$442,114
0.3% of portfolio
|
Q2 2025
Added 22.83%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Jul 31, 2025 Q2 2025 |
2,202
shares
|
$439,122
0.27% of portfolio
|
Q2 2025
Added 32.25%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
2,200
shares
|
$438,724
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
2,192
shares
|
$437,128
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
2,187
shares
|
$436,131
0.3% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
2,156
shares
|
$429,949
0.03% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
2,150
shares
|
$428,753
0.27% of portfolio
|
Q1 2025
Reduced 4.95%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Aug 01, 2025 Q2 2025 |
2,146
shares
|
$427,955
0.17% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
2,144
shares
|
$427,556
0.0% of portfolio
|
Q2 2025
Reduced 28.94%
|
|
|
Ifrah Financial Services, Inc.
|
Jul 29, 2025 Q2 2025 |
2,119
shares
|
$422,570
0.11% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
2,103
shares
|
$419,380
0.1% of portfolio
|
Q2 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
2,084
shares
|
$415,591
0.01% of portfolio
|
Q2 2025
Added 33.93%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
2,075
shares
|
$413,796
0.02% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
2,064
shares
|
$411,602
0.03% of portfolio
|
Q2 2025
Added 13.28%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
2,061
shares
|
$411,004
0.27% of portfolio
|
Q2 2025
Reduced 17.92%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
2,060
shares
|
$410,805
0.24% of portfolio
|
Q1 2025
Reduced 15.26%
|