Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 701 institutions that hold shares in the stock, with a total of 18.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
1,611
shares
|
$249,205
0.02% of portfolio
|
Q3 2024
Reduced 46.62%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,600
shares
|
$247,504
0.03% of portfolio
|
Q2 2024
Reduced 5.88%
|
|
|
Saxon Interests, Inc.
|
Oct 08, 2024 Q3 2024 |
1,594
shares
|
$246,575
0.11% of portfolio
|
Q1 2024
Reduced 0.62%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
1,592
shares
|
$246,266
0.1% of portfolio
|
Q3 2024
Added 24.86%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 23, 2024 Q3 2024 |
1,589
shares
|
$245,802
0.15% of portfolio
|
Q3 2024
Added 4.06%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 04, 2024 Q3 2024 |
1,578
shares
|
$244,100
0.16% of portfolio
|
Q3 2024
Added 30.41%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
1,576
shares
|
$243,791
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
1,563
shares
|
$241,780
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
1,555
shares
|
$240,542
0.0% of portfolio
|
Q2 2024
Added 23.12%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Oct 08, 2024 Q3 2024 |
1,531
shares
|
$236,830
0.03% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
1,505
shares
|
$232,808
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Merrion Investment Management Co, LLC
|
Oct 09, 2024 Q3 2024 |
1,500
shares
|
$232,035
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Gruss & Co., LLC
|
Oct 16, 2024 Q3 2024 |
1,500
shares
|
$232,035
1.8% of portfolio
|
Q3 2024
New holding
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
1,496
shares
|
$231,416
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
1,490
shares
|
$230,488
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
1,485
shares
|
$229,714
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
1,473
shares
|
$227,858
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 07, 2024 Q3 2024 |
1,470
shares
|
$227,394
0.08% of portfolio
|
Q3 2024
Reduced 25.64%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 08, 2024 Q3 2024 |
1,462
shares
|
$226,156
0.15% of portfolio
|
Q3 2024
Reduced 16.88%
|
|
|
Blue Chip Partners, Inc.
|
Nov 04, 2024 Q3 2024 |
1,453
shares
|
$224,764
0.02% of portfolio
|
Q3 2024
Reduced 47.11%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,453
shares
|
$224,764
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Rockland Trust CO
|
Oct 03, 2024 Q3 2024 |
1,443
shares
|
$223,217
0.01% of portfolio
|
Q3 2024
Reduced 6.48%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
1,433
shares
|
$221,670
0.12% of portfolio
|
Q3 2024
Added 5.68%
|
|
|
Swmg, LLC
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
1,425
shares
|
$220,433
0.09% of portfolio
|
Q3 2024
Reduced 16.62%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 03, 2024 Q3 2024 |
1,421
shares
|
$219,814
0.05% of portfolio
|
Q3 2024
New holding
|