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 |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
40,002
shares
|
$6.18 Million
0.09% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
39,983
shares
|
$6.17 Million
2.72% of portfolio
|
Q3 2024
Added 9.43%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 05, 2024 Q3 2024 |
38,674
shares
|
$5.97 Million
0.09% of portfolio
|
Q3 2024
Reduced 30.64%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Oct 21, 2024 Q3 2024 |
37,872
shares
|
$5.85 Million
2.87% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
5th Street Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
37,564
shares
|
$5.8 Million
2.74% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Focus Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
37,475
shares
|
$5.79 Million
3.06% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
37,062
shares
|
$5.72 Million
2.23% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Herbst Group, LLC
Westport, CT |
Oct 07, 2024 Q3 2024 |
36,788
shares
|
$5.68 Million
3.45% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Oct 03, 2024 Q3 2024 |
33,944
shares
|
$5.24 Million
2.82% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
33,242
shares
|
$5.13 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 09, 2024 Q3 2024 |
32,561
shares
|
$5.03 Million
1.01% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
32,480
shares
|
$5.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
32,116
shares
|
$4.96 Million
0.88% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
31,068
shares
|
$4.8 Million
0.97% of portfolio
|
Q3 2024
Reduced 8.27%
|
|
|
Yarbrough Capital, LLC
|
Oct 15, 2024 Q3 2024 |
30,393
shares
|
$4.69 Million
0.19% of portfolio
|
Q3 2022
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
29,658
shares
|
$4.58 Million
0.08% of portfolio
|
Q3 2024
Added 12.89%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
29,590
shares
|
$4.57 Million
0.43% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
29,464
shares
|
$4.55 Million
0.04% of portfolio
|
Q3 2024
Added 27.44%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
29,461
shares
|
$4.55 Million
0.27% of portfolio
|
Q3 2024
Reduced 4.52%
|
|
|
Banque Pictet & Cie Sa
|
Oct 21, 2024 Q3 2024 |
28,850
shares
|
$4.45 Million
0.03% of portfolio
|
Q2 2024
Added 2.09%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Oct 15, 2024 Q3 2024 |
27,971
shares
|
$4.32 Million
3.07% of portfolio
|
Q3 2024
Reduced 7.18%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
27,609
shares
|
$4.26 Million
0.31% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
27,583
shares
|
$4.26 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
26,437
shares
|
$4.08 Million
0.06% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
26,003
shares
|
$4.01 Million
0.03% of portfolio
|
Q3 2024
New holding
|