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 |
|---|---|---|---|---|---|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
1,186
shares
|
$236,512
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Aug 12, 2025 Q2 2025 |
1,184
shares
|
$236,113
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
1,159
shares
|
$231,127
0.02% of portfolio
|
Q2 2025
Reduced 63.22%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
1,155
shares
|
$230,330
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ironwood Investment Counsel, LLC
|
Aug 07, 2025 Q2 2025 |
1,154
shares
|
$230,130
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Rinkey Investments
San Diego, CA |
Aug 13, 2025 Q2 2025 |
1,149
shares
|
$229,133
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
1,136
shares
|
$226,541
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jul 23, 2025 Q2 2025 |
1,136
shares
|
$226,541
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
1,117
shares
|
$222,752
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Black Diamond Wealth Management Inc.
|
Aug 13, 2025 Q2 2025 |
1,116
shares
|
$222,552
0.14% of portfolio
|
Q2 2025
Reduced 18.48%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
1,112
shares
|
$221,755
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
1,112
shares
|
$221,755
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,111
shares
|
$221,555
0.0% of portfolio
|
Q2 2025
Reduced 22.52%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
1,101
shares
|
$219,561
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
1,097
shares
|
$218,763
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
1,090
shares
|
$217,367
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
1,087
shares
|
$216,769
0.08% of portfolio
|
Q2 2025
Reduced 23.88%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,071
shares
|
$213,578
0.0% of portfolio
|
Q2 2025
Reduced 42.17%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Jul 24, 2025 Q2 2025 |
1,071
shares
|
$213,578
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cvfg LLC
Shelbyville, IN |
Aug 07, 2025 Q2 2025 |
1,065
shares
|
$212,382
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
1,062
shares
|
$211,784
0.0% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
1,034
shares
|
$206,200
0.02% of portfolio
|
Q2 2025
Reduced 96.8%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1,026
shares
|
$204,604
0.0% of portfolio
|
Q1 2025
Reduced 8.47%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,009
shares
|
$201,214
0.0% of portfolio
|
Q2 2025
Added 37.84%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
965
shares
|
$192,440
0.13% of portfolio
|
Q1 2025
Reduced 15.35%
|