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 |
|---|---|---|---|---|---|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
945
shares
|
$188,451
0.05% of portfolio
|
Q1 2021
Added 0.75%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
929
shares
|
$185,261
0.0% of portfolio
|
Q2 2025
Added 10.99%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
915
shares
|
$182,469
0.06% of portfolio
|
Q1 2025
Added 22.82%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
894
shares
|
$178,281
0.04% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
893
shares
|
$178,082
0.01% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jul 29, 2025 Q2 2025 |
874
shares
|
$174,293
0.07% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
870
shares
|
$173,495
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
855
shares
|
$170,504
0.0% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jul 09, 2025 Q2 2025 |
832
shares
|
$165,917
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
831
shares
|
$165,718
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
819
shares
|
$163,324
0.0% of portfolio
|
Q3 2024
Added 6.78%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
806
shares
|
$160,732
0.08% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
798
shares
|
$159,137
0.02% of portfolio
|
Q1 2025
Added 17.01%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
790
shares
|
$157,541
0.02% of portfolio
|
Q3 2024
Added 12.86%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
752
shares
|
$149,963
0.03% of portfolio
|
Q4 2023
Reduced 7.39%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
750
shares
|
$149,565
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
750
shares
|
$149,565
0.05% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
728
shares
|
$145,177
0.01% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
720
shares
|
$143,582
0.04% of portfolio
|
Q2 2025
Reduced 69.1%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jul 25, 2025 Q2 2025 |
720
shares
|
$143,582
0.0% of portfolio
|
Q2 2025
Reduced 58.14%
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
686
shares
|
$136,802
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
674
shares
|
$134,409
0.07% of portfolio
|
Q2 2025
Reduced 63.76%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
661
shares
|
$131,816
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
655
shares
|
$130,620
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
626
shares
|
$124,836
0.0% of portfolio
|
Q2 2025
Added 298.73%
|