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 |
|---|---|---|---|---|---|
|
Providence First Trust CO
|
Aug 01, 2025 Q2 2025 |
1,850
shares
|
$368,927
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
1,850
shares
|
$368,927
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Powell Investment Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
1,845
shares
|
$367,929
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
1,834
shares
|
$365,736
0.03% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
1,824
shares
|
$363,742
0.03% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
1,823
shares
|
$363,542
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Anson Capital, Inc.
|
Aug 01, 2025 Q2 2025 |
1,805
shares
|
$359,953
0.33% of portfolio
|
Q2 2025
Added 4.03%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
1,803
shares
|
$359,554
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
1,799
shares
|
$358,756
0.04% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Aug 08, 2025 Q2 2025 |
1,783
shares
|
$355,565
0.04% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
1,780
shares
|
$354,967
0.22% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
1,762
shares
|
$351,378
0.01% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Aug 13, 2025 Q2 2025 |
1,761
shares
|
$351,178
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
1,760
shares
|
$350,979
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Elco Management Co., LLC
New York, NY |
Aug 04, 2025 Q2 2025 |
1,750
shares
|
$348,985
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Jul 07, 2025 Q2 2025 |
1,749
shares
|
$348,785
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
1,739
shares
|
$346,791
0.02% of portfolio
|
Q4 2024
Reduced 33.22%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
1,729
shares
|
$344,797
0.03% of portfolio
|
Q1 2025
Added 11.1%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
1,718
shares
|
$342,603
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,717
shares
|
$342,404
0.02% of portfolio
|
Q4 2024
Reduced 53.46%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Aug 12, 2025 Q2 2025 |
1,700
shares
|
$339,014
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Aug 08, 2025 Q2 2025 |
1,699
shares
|
$338,814
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
1,689
shares
|
$336,820
0.14% of portfolio
|
Q2 2025
Added 66.4%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,667
shares
|
$332,433
0.12% of portfolio
|
Q4 2023
Added 1.46%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
1,666
shares
|
$332,233
0.06% of portfolio
|
Q2 2025
Added 21.96%
|