Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 748 institutions that hold shares in the stock, with a total of 21 Million shares, which have been reported (via 13F filing form) to have a value of $3.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
81
shares
|
$12,437
0.0% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
74
shares
|
$11,362
0.0% of portfolio
|
Q4 2024
Added 17.46%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
72
shares
|
$11,055
0.0% of portfolio
|
Q4 2017
Closed
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
72
shares
|
$11,055
0.0% of portfolio
|
Q1 2024
Added 1340.0%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
71
shares
|
$10,902
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
66
shares
|
$10,134
0.0% of portfolio
|
Q1 2024
Reduced 93.19%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
66
shares
|
$10,134
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
64
shares
|
$9,827
0.0% of portfolio
|
Q4 2024
Added 45.45%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
62
shares
|
$9,520
0.0% of portfolio
|
Q1 2024
Reduced 39.22%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
60
shares
|
$9,213
0.0% of portfolio
|
Q1 2023
Added 20.0%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
59
shares
|
$9,059
0.0% of portfolio
|
Q4 2022
Added 268.75%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
55
shares
|
$8,445
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
52
shares
|
$7,984
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
50
shares
|
$7,677
0.0% of portfolio
|
Q2 2024
Reduced 78.07%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
50
shares
|
$7,677
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
50
shares
|
$7,677
0.0% of portfolio
|
Q4 2023
Reduced 43.18%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
50
shares
|
$7,677
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
50
shares
|
$7,677
0.0% of portfolio
|
Q3 2024
Reduced 62.12%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
49
shares
|
$7,523
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
46
shares
|
$7,063
0.01% of portfolio
|
Q3 2022
Reduced 10.87%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
46
shares
|
$7,063
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
45
shares
|
$6,909
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
45
shares
|
$6,909
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
41
shares
|
$6,295
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
40
shares
|
$6,142
0.0% of portfolio
|
Q4 2024
New holding
|