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 |
|---|---|---|---|---|---|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
598
shares
|
$119,253
0.01% of portfolio
|
Q2 2025
Reduced 10.48%
|
|
|
Belvedere Trading LLC
|
Aug 01, 2025 Q2 2025 |
589
shares
|
$117,458
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
567
shares
|
$113,071
0.01% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
547
shares
|
$109,082
0.02% of portfolio
|
Q2 2025
Reduced 6.81%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
545
shares
|
$108,683
0.05% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
543
shares
|
$108,285
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
510
shares
|
$101,704
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
504
shares
|
$100,507
0.02% of portfolio
|
Q2 2025
Reduced 34.29%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
500
shares
|
$99,710
0.01% of portfolio
|
Q1 2025
Added 85.19%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
480
shares
|
$95,721
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
480
shares
|
$95,721
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
466
shares
|
$92,929
0.07% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
448
shares
|
$89,340
0.0% of portfolio
|
Q4 2024
Added 21.41%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
440
shares
|
$87,744
0.01% of portfolio
|
Q3 2024
Reduced 12.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
435
shares
|
$86,747
0.01% of portfolio
|
Q1 2025
Reduced 6.65%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
431
shares
|
$85,950
0.07% of portfolio
|
Q2 2025
Reduced 18.83%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
425
shares
|
$84,753
0.0% of portfolio
|
Q4 2023
Reduced 19.2%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
425
shares
|
$84,753
0.04% of portfolio
|
Q2 2025
Added 30.77%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
423
shares
|
$84,354
0.0% of portfolio
|
Q2 2025
Added 63.95%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
422
shares
|
$84,155
0.02% of portfolio
|
Q4 2024
Added 6.03%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
417
shares
|
$83,158
0.06% of portfolio
|
Q2 2024
Added 2878.57%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
412
shares
|
$82,161
0.04% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
410
shares
|
$81,762
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
400
shares
|
$79,768
0.24% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
400
shares
|
$79,768
0.01% of portfolio
|
Q4 2020
New holding
|