Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 794 institutions that hold shares in the stock, with a total of 19 Million shares, which have been reported (via 13F filing form) to have a value of $3.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avion Wealth
The Woodlands, TX |
Jul 24, 2025 Q2 2025 |
767
shares
|
$151,037
0.03% of portfolio
|
Q3 2024
Reduced 22.29%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
752
shares
|
$148,083
0.03% of portfolio
|
Q4 2023
Reduced 7.39%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
750
shares
|
$147,690
0.05% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
744
shares
|
$146,508
0.0% of portfolio
|
Q1 2025
Added 97.87%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
732
shares
|
$144,145
0.0% of portfolio
|
Q1 2025
Reduced 8.16%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
728
shares
|
$143,357
0.01% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jul 25, 2025 Q2 2025 |
720
shares
|
$141,782
0.0% of portfolio
|
Q2 2025
Reduced 58.14%
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
686
shares
|
$135,087
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
674
shares
|
$132,724
0.07% of portfolio
|
Q2 2025
Reduced 63.76%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
668
shares
|
$131,542
0.01% of portfolio
|
Q1 2025
Reduced 29.16%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
661
shares
|
$130,164
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
655
shares
|
$128,982
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
587
shares
|
$115,592
0.02% of portfolio
|
Q1 2025
Added 5.2%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
567
shares
|
$111,653
0.01% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
545
shares
|
$107,321
0.05% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
543
shares
|
$106,927
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
531
shares
|
$104,564
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
510
shares
|
$100,429
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
500
shares
|
$98,460
0.01% of portfolio
|
Q1 2025
Added 85.19%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
500
shares
|
$98,460
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
500
shares
|
$98,460
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
480
shares
|
$94,521
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
466
shares
|
$91,764
0.06% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
458
shares
|
$90,189
0.0% of portfolio
|
Q1 2025
Reduced 98.01%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
448
shares
|
$88,220
0.0% of portfolio
|
Q4 2024
Added 21.41%
|