Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 754 institutions that hold shares in the stock, with a total of 21.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 14, 2025 Q4 2024 |
43,942
shares
|
$6.73 Million
1.21% of portfolio
|
Q4 2024
Added 34.95%
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
43,132
shares
|
$6.61 Million
2.87% of portfolio
|
Q4 2024
Added 7.88%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
41,078
shares
|
$6.29 Million
0.01% of portfolio
|
Q4 2024
Added 99.65%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
40,599
shares
|
$6.22 Million
0.09% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
40,581
shares
|
$6.22 Million
0.13% of portfolio
|
Q4 2024
Added 184.72%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
39,805
shares
|
$6.1 Million
0.07% of portfolio
|
Q4 2024
Reduced 5.12%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
38,227
shares
|
$5.86 Million
0.01% of portfolio
|
Q4 2024
Reduced 16.01%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Feb 13, 2025 Q4 2024 |
38,093
shares
|
$5.84 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Focus Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
37,194
shares
|
$5.7 Million
3.16% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
37,062
shares
|
$5.68 Million
2.23% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
36,459
shares
|
$5.59 Million
0.0% of portfolio
|
Q4 2024
Added 174.83%
|
|
|
5th Street Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
35,857
shares
|
$5.49 Million
2.71% of portfolio
|
Q4 2024
Reduced 4.54%
|
|
|
Castleark Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
35,260
shares
|
$5.4 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
34,980
shares
|
$5.36 Million
0.05% of portfolio
|
Q4 2024
Added 18.72%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
33,517
shares
|
$5.14 Million
0.0% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jan 24, 2025 Q4 2024 |
33,001
shares
|
$5.06 Million
2.42% of portfolio
|
Q4 2024
Reduced 12.86%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
32,622
shares
|
$5 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
32,281
shares
|
$4.95 Million
2.55% of portfolio
|
Q4 2024
Reduced 4.9%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
32,116
shares
|
$4.92 Million
0.86% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jan 30, 2025 Q4 2024 |
31,856
shares
|
$4.88 Million
4.15% of portfolio
|
Q4 2024
New holding
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
31,305
shares
|
$4.8 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Herbst Group, LLC
Westport, CT |
Jan 15, 2025 Q4 2024 |
31,118
shares
|
$4.77 Million
2.92% of portfolio
|
Q4 2024
Reduced 15.41%
|
|
|
Banque Pictet & Cie Sa
|
Jan 30, 2025 Q4 2024 |
30,750
shares
|
$4.71 Million
0.03% of portfolio
|
Q4 2024
Added 6.59%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
30,711
shares
|
$4.71 Million
0.39% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
Yarbrough Capital, LLC
|
Jan 14, 2025 Q4 2024 |
30,393
shares
|
$4.66 Million
0.17% of portfolio
|
Q3 2022
New holding
|