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 |
|---|---|---|---|---|---|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
1,658
shares
|
$330,638
0.04% of portfolio
|
Q2 2025
Reduced 19.44%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Aug 13, 2025 Q2 2025 |
1,650
shares
|
$329,043
0.0% of portfolio
|
Q2 2025
Reduced 16.24%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
1,650
shares
|
$329,043
0.02% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
1,644
shares
|
$327,846
0.03% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Aug 05, 2025 Q2 2025 |
1,643
shares
|
$327,647
0.15% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
1,640
shares
|
$327,048
0.02% of portfolio
|
Q2 2025
Reduced 9.89%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
1,634
shares
|
$325,852
0.14% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
1,624
shares
|
$323,858
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Custom Index Systems, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
1,621
shares
|
$323,259
0.15% of portfolio
|
Q2 2025
Reduced 13.82%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Aug 11, 2025 Q2 2025 |
1,606
shares
|
$320,268
0.18% of portfolio
|
Q2 2025
Reduced 13.47%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
1,606
shares
|
$320,268
0.03% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Aug 01, 2025 Q2 2025 |
1,602
shares
|
$319,470
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Centric Wealth Management
|
Aug 12, 2025 Q2 2025 |
1,601
shares
|
$319,271
0.08% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,601
shares
|
$319,271
0.05% of portfolio
|
Q2 2025
Reduced 75.26%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
1,590
shares
|
$317,077
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
1,577
shares
|
$314,485
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
1,563
shares
|
$311,693
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
1,557
shares
|
$310,496
0.02% of portfolio
|
Q2 2025
Added 4.01%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
1,550
shares
|
$309,101
0.02% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
1,539
shares
|
$306,907
0.27% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
1,533
shares
|
$305,710
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Leeward Financial Partners, LLC
|
Aug 04, 2025 Q2 2025 |
1,520
shares
|
$303,118
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Aug 11, 2025 Q2 2025 |
1,513
shares
|
$301,722
0.14% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Carter Financial Group, Inc.
Barrington, IL |
Aug 22, 2025 Q2 2025 |
1,508
shares
|
$300,725
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Merrion Investment Management Co, LLC
|
Aug 07, 2025 Q2 2025 |
1,500
shares
|
$299,130
0.19% of portfolio
|
Q3 2024
New holding
|