Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 834 institutions that hold shares in the stock, with a total of 20 Million shares, which have been reported (via 13F filing form) to have a value of $3.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
53,893
shares
|
$10.7 Million
0.81% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
51,092
shares
|
$10.2 Million
0.05% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jul 30, 2025 Q2 2025 |
50,177
shares
|
$10 Million
0.33% of portfolio
|
Q1 2025
Added 13.9%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
49,301
shares
|
$9.83 Million
0.0% of portfolio
|
Q2 2025
Added 79.41%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
48,229
shares
|
$9.62 Million
3.51% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
48,072
shares
|
$9.59 Million
0.47% of portfolio
|
Q4 2023
Reduced 1.72%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
45,770
shares
|
$9.13 Million
0.05% of portfolio
|
Q2 2025
Added 25.47%
|
|
|
Arrien Investments, Inc.
Boise, ID |
Jul 30, 2025 Q2 2025 |
45,510
shares
|
$9.08 Million
5.42% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
43,331
shares
|
$8.64 Million
0.18% of portfolio
|
Q2 2025
Added 513.49%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
43,162
shares
|
$8.61 Million
0.26% of portfolio
|
Q2 2025
Added 4.9%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
41,125
shares
|
$8.2 Million
0.02% of portfolio
|
Q2 2025
Reduced 32.22%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
40,501
shares
|
$8.08 Million
0.01% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
37,989
shares
|
$7.58 Million
1.23% of portfolio
|
Q2 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
37,354
shares
|
$7.45 Million
0.06% of portfolio
|
Q2 2025
Added 30.78%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
37,141
shares
|
$7.41 Million
0.1% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
Focus Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
36,253
shares
|
$7.23 Million
3.91% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
36,223
shares
|
$7.22 Million
0.0% of portfolio
|
Q2 2025
Reduced 53.26%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
35,478
shares
|
$7.08 Million
0.08% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
34,294
shares
|
$6.84 Million
3.07% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
33,809
shares
|
$6.74 Million
1.22% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
33,651
shares
|
$6.71 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
32,804
shares
|
$6.54 Million
0.03% of portfolio
|
Q2 2025
Added 42.48%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Jul 30, 2025 Q2 2025 |
31,158
shares
|
$6.21 Million
0.08% of portfolio
|
Q2 2025
Added 8.97%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
30,695
shares
|
$6.12 Million
0.08% of portfolio
|
Q2 2025
Added 28.5%
|
|
|
Banque Pictet & Cie Sa
|
Jul 16, 2025 Q2 2025 |
30,535
shares
|
$6.09 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.7%
|