Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 699 institutions that hold shares in the stock, with a total of 18.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
92
shares
|
$14,204
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
91
shares
|
$14,050
0.01% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
83
shares
|
$12,815
0.01% of portfolio
|
Q3 2024
Added 388.24%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
80
shares
|
$12,352
0.01% of portfolio
|
Q3 2024
Reduced 39.85%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
80
shares
|
$12,352
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
80
shares
|
$12,352
0.0% of portfolio
|
Q4 2023
Reduced 71.43%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
72
shares
|
$11,116
0.0% of portfolio
|
Q1 2024
Added 1340.0%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
72
shares
|
$11,116
0.0% of portfolio
|
Q4 2017
Closed
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
66
shares
|
$10,190
0.0% of portfolio
|
Q1 2024
Reduced 93.19%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
65
shares
|
$10,036
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
63
shares
|
$9,727
0.0% of portfolio
|
Q3 2024
Added 26.0%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
62
shares
|
$9,572
0.0% of portfolio
|
Q1 2024
Reduced 39.22%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
60
shares
|
$9,264
0.0% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
60
shares
|
$9,264
0.0% of portfolio
|
Q1 2023
Added 20.0%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
59
shares
|
$9,109
0.0% of portfolio
|
Q4 2022
Added 268.75%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
55
shares
|
$8,492
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
50
shares
|
$7,720
0.0% of portfolio
|
Q2 2024
Reduced 78.07%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
50
shares
|
$7,720
0.0% of portfolio
|
Q4 2023
Reduced 43.18%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
50
shares
|
$7,720
0.0% of portfolio
|
Q3 2024
Reduced 62.12%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
50
shares
|
$7,720
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
50
shares
|
$7,720
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
50
shares
|
$7,720
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
49
shares
|
$7,565
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
46
shares
|
$7,102
0.01% of portfolio
|
Q3 2022
Reduced 10.87%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
45
shares
|
$6,948
0.0% of portfolio
|
Q3 2024
New holding
|