Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 774 institutions that hold shares in the stock, with a total of 18.7 Million shares, which have been reported (via 13F filing form) to have a value of $3.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
41,144
shares
|
$7.29 Million
0.25% of portfolio
|
Q1 2025
Added 40.94%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
38,867
shares
|
$6.89 Million
0.09% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
38,089
shares
|
$6.75 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
37,094
shares
|
$6.57 Million
0.08% of portfolio
|
Q1 2025
Added 52.19%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
36,478
shares
|
$6.47 Million
0.04% of portfolio
|
Q1 2025
Reduced 37.52%
|
|
|
Focus Wealth Advisors, LLC
|
May 07, 2025 Q1 2025 |
36,390
shares
|
$6.45 Million
3.39% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
36,113
shares
|
$6.4 Million
0.05% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
5th Street Advisors, LLC
|
May 15, 2025 Q1 2025 |
35,984
shares
|
$6.38 Million
2.67% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Castleark Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
35,260
shares
|
$6.25 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
34,962
shares
|
$6.2 Million
0.07% of portfolio
|
Q1 2025
Added 100.85%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Apr 10, 2025 Q1 2025 |
34,303
shares
|
$6.08 Million
2.86% of portfolio
|
Q1 2025
Added 6.26%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
34,300
shares
|
$6.08 Million
0.0% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
33,830
shares
|
$6 Million
0.17% of portfolio
|
Q1 2025
Added 658.69%
|
|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
33,296
shares
|
$5.9 Million
0.92% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Apr 23, 2025 Q1 2025 |
32,901
shares
|
$5.83 Million
2.97% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
32,350
shares
|
$5.73 Million
0.0% of portfolio
|
Q1 2025
Added 145.15%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
32,265
shares
|
$5.72 Million
0.58% of portfolio
|
Q1 2025
Added 3020.41%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
32,184
shares
|
$5.7 Million
0.06% of portfolio
|
Q1 2025
Reduced 19.15%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Apr 11, 2025 Q1 2025 |
31,739
shares
|
$5.63 Million
3.84% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Banque Pictet & Cie Sa
|
Apr 30, 2025 Q1 2025 |
30,535
shares
|
$5.41 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Yarbrough Capital, LLC
|
Apr 14, 2025 Q1 2025 |
30,393
shares
|
$5.39 Million
0.2% of portfolio
|
Q3 2022
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
30,359
shares
|
$5.38 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Apr 16, 2025 Q1 2025 |
28,753
shares
|
$5.1 Million
1.24% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
28,703
shares
|
$5.09 Million
0.05% of portfolio
|
Q1 2025
Added 10.23%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
May 07, 2025 Q1 2025 |
28,593
shares
|
$5.07 Million
0.07% of portfolio
|
Q1 2025
Reduced 24.94%
|