Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 748 institutions that hold shares in the stock, with a total of 21 Million shares, which have been reported (via 13F filing form) to have a value of $3.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1,121
shares
|
$172,129
0.0% of portfolio
|
Q4 2024
Reduced 17.69%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
1,062
shares
|
$163,070
0.0% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
1,034
shares
|
$158,770
0.03% of portfolio
|
Q1 2023
Added 50.29%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 22, 2025 Q4 2024 |
1,000
shares
|
$153,550
0.0% of portfolio
|
Q4 2023
Added 47.06%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Feb 13, 2025 Q4 2024 |
1,000
shares
|
$153,550
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
964
shares
|
$148,022
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
945
shares
|
$145,104
0.05% of portfolio
|
Q4 2024
Reduced 9.13%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
945
shares
|
$145,104
0.05% of portfolio
|
Q1 2021
Added 0.75%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
943
shares
|
$144,797
0.02% of portfolio
|
Q2 2024
Reduced 14.51%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
923
shares
|
$141,726
0.04% of portfolio
|
Q4 2024
Reduced 11.25%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
920
shares
|
$141,266
0.01% of portfolio
|
Q2 2024
Reduced 7.07%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
891
shares
|
$136,813
0.04% of portfolio
|
Q4 2024
Reduced 6.7%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
870
shares
|
$133,588
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
851
shares
|
$130,671
0.01% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
820
shares
|
$125,911
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
819
shares
|
$125,757
0.0% of portfolio
|
Q3 2024
Added 6.78%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
805
shares
|
$123,607
0.06% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
797
shares
|
$122,379
0.0% of portfolio
|
Q4 2024
Reduced 98.92%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
790
shares
|
$121,304
0.02% of portfolio
|
Q3 2024
Added 12.86%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
775
shares
|
$119,001
0.04% of portfolio
|
Q2 2024
Reduced 6.74%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
767
shares
|
$117,772
0.03% of portfolio
|
Q3 2024
Reduced 22.29%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
752
shares
|
$115,469
0.03% of portfolio
|
Q4 2023
Reduced 7.39%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Feb 13, 2025 Q4 2024 |
748
shares
|
$114,855
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
745
shares
|
$114,394
0.04% of portfolio
|
Q4 2024
Reduced 5.1%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
726
shares
|
$111,477
0.01% of portfolio
|
Q4 2024
Added 0.28%
|