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 |
|---|---|---|---|---|---|
|
Gruss & Co., LLC
|
Aug 04, 2025 Q2 2025 |
1,500
shares
|
$299,130
1.32% of portfolio
|
Q3 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
1,493
shares
|
$297,734
0.01% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
1,493
shares
|
$297,734
0.13% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
1,490
shares
|
$297,135
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
1,485
shares
|
$296,138
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
1,480
shares
|
$295,141
0.09% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Jul 16, 2025 Q2 2025 |
1,480
shares
|
$295,141
0.2% of portfolio
|
Q2 2025
Reduced 10.95%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
1,477
shares
|
$294,543
0.0% of portfolio
|
Q2 2025
Reduced 21.18%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
1,475
shares
|
$294,144
0.07% of portfolio
|
Q2 2025
Added 6.88%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
1,470
shares
|
$293,147
0.21% of portfolio
|
Q2 2025
Reduced 7.26%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
1,461
shares
|
$291,352
0.1% of portfolio
|
Q2 2025
Reduced 14.06%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,453
shares
|
$289,757
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
1,446
shares
|
$288,361
0.0% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
Jul 23, 2025 Q2 2025 |
1,445
shares
|
$288,161
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
1,443
shares
|
$287,763
0.08% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
1,443
shares
|
$287,763
0.01% of portfolio
|
Q3 2024
Reduced 6.48%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
1,437
shares
|
$286,566
0.16% of portfolio
|
Q4 2024
Added 73.13%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 22, 2025 Q2 2025 |
1,421
shares
|
$283,375
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Mason & Associates Inc
|
Jul 31, 2025 Q2 2025 |
1,420
shares
|
$283,176
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
1,411
shares
|
$281,381
0.1% of portfolio
|
Q2 2025
Reduced 7.96%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Jul 31, 2025 Q2 2025 |
1,400
shares
|
$279,188
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
1,395
shares
|
$278,190
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
1,395
shares
|
$278,190
0.12% of portfolio
|
Q4 2024
Reduced 17.36%
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
1,390
shares
|
$277,193
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
1,389
shares
|
$276,994
0.0% of portfolio
|
Q2 2025
Added 86.69%
|