Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 663 institutions that hold shares in the stock, with a total of 24.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
39,983
shares
|
$5.9 Million
2.72% of portfolio
|
Q3 2024
Added 9.43%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Aug 07, 2024 Q2 2024 |
39,869
shares
|
$5.88 Million
0.09% of portfolio
|
Q2 2024
Reduced 1.88%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2024 Q2 2024 |
39,451
shares
|
$5.82 Million
0.08% of portfolio
|
Q2 2024
Added 6.21%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Aug 12, 2024 Q2 2024 |
38,104
shares
|
$5.62 Million
1.82% of portfolio
|
Q2 2024
Reduced 31.31%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Oct 21, 2024 Q3 2024 |
37,872
shares
|
$5.59 Million
2.87% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Focus Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
37,475
shares
|
$5.53 Million
3.06% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Aug 09, 2024 Q2 2024 |
37,319
shares
|
$5.51 Million
1.19% of portfolio
|
Q2 2024
Reduced 5.72%
|
|
|
Herbst Group, LLC
Westport, CT |
Oct 07, 2024 Q3 2024 |
36,788
shares
|
$5.43 Million
3.45% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
5th Street Advisors, LLC
|
Aug 05, 2024 Q2 2024 |
36,323
shares
|
$5.36 Million
2.5% of portfolio
|
Q2 2024
Added 1.84%
|
|
|
Wexford Capital LP
Greenwich, CT |
Aug 13, 2024 Q2 2024 |
35,728
shares
|
$5.27 Million
1.25% of portfolio
|
Q2 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
34,092
shares
|
$5.03 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.17%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Oct 03, 2024 Q3 2024 |
33,944
shares
|
$5.01 Million
2.82% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2024 Q2 2024 |
33,868
shares
|
$5 Million
0.8% of portfolio
|
Q2 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
32,815
shares
|
$4.84 Million
0.04% of portfolio
|
Q2 2024
Added 26.96%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 09, 2024 Q3 2024 |
32,561
shares
|
$4.8 Million
1.01% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
32,480
shares
|
$4.79 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
32,116
shares
|
$4.74 Million
0.88% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Yarbrough Capital, LLC
|
Oct 15, 2024 Q3 2024 |
30,393
shares
|
$4.48 Million
0.19% of portfolio
|
Q3 2022
New holding
|
|
|
Garnet Equity Capital Holdings, Inc.
|
Aug 13, 2024 Q2 2024 |
30,000
shares
|
$4.43 Million
2.79% of portfolio
|
Q4 2023
Added 30.43%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
29,590
shares
|
$4.37 Million
0.43% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
29,461
shares
|
$4.35 Million
0.27% of portfolio
|
Q3 2024
Reduced 4.52%
|
|
|
Banque Pictet & Cie Sa
|
Oct 21, 2024 Q3 2024 |
28,850
shares
|
$4.26 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
|
$4.13 Million
3.07% of portfolio
|
Q3 2024
Reduced 7.18%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
27,760
shares
|
$4.1 Million
0.04% of portfolio
|
Q2 2024
Added 5.04%
|
|
|
Principle Wealth Partners LLC
|
Aug 13, 2024 Q2 2024 |
27,607
shares
|
$4.07 Million
0.29% of portfolio
|
Q2 2024
Added 8.89%
|