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 |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
117,541
shares
|
$23.4 Million
0.01% of portfolio
|
Q2 2025
Added 788.31%
|
|
|
Janney Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
108,569
shares
|
$21.7 Million
1.32% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
108,474
shares
|
$21.6 Million
0.62% of portfolio
|
Q2 2025
Added 220.64%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
105,336
shares
|
$21 Million
0.06% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Cadent Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
103,004
shares
|
$20.5 Million
6.42% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
89,724
shares
|
$17.9 Million
0.21% of portfolio
|
Q2 2024
Added 3.87%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
87,525
shares
|
$17.5 Million
0.03% of portfolio
|
Q2 2025
Added 4.26%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
86,231
shares
|
$17.2 Million
0.0% of portfolio
|
Q2 2025
Added 93.34%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
84,387
shares
|
$16.8 Million
3.62% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
80,487
shares
|
$16.1 Million
0.61% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
80,011
shares
|
$16 Million
0.28% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
79,911
shares
|
$15.9 Million
0.01% of portfolio
|
Q2 2025
Added 31.29%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
77,182
shares
|
$15.4 Million
0.25% of portfolio
|
Q2 2025
Reduced 18.29%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
75,455
shares
|
$15 Million
6.79% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
71,184
shares
|
$14.2 Million
0.0% of portfolio
|
Q2 2025
Added 513.55%
|
|
|
Surience Private Wealth LLC
|
Jul 15, 2025 Q2 2025 |
67,127
shares
|
$13.4 Million
12.35% of portfolio
|
Q2 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
66,789
shares
|
$13.3 Million
0.25% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
64,274
shares
|
$12.8 Million
0.07% of portfolio
|
Q2 2025
Added 29.06%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
62,157
shares
|
$12.4 Million
0.01% of portfolio
|
Q2 2025
Added 92.14%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
59,845
shares
|
$11.9 Million
0.02% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Bank Of Nova Scotia
|
Aug 13, 2025 Q2 2025 |
58,156
shares
|
$11.6 Million
0.02% of portfolio
|
Q2 2025
Added 458.07%
|
|
|
Kadensa Capital LTD
Central, K3 |
Aug 14, 2025 Q2 2025 |
56,693
shares
|
$11.3 Million
1.96% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
56,243
shares
|
$11.2 Million
0.09% of portfolio
|
Q2 2025
Added 55.74%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
54,692
shares
|
$10.9 Million
0.03% of portfolio
|
Q2 2025
Added 4.79%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
54,172
shares
|
$10.8 Million
0.0% of portfolio
|
Q2 2025
Added 189.55%
|