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 |
|---|---|---|---|---|---|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
91
shares
|
$18,147
0.01% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
89
shares
|
$17,748
0.0% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
84
shares
|
$16,751
0.01% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
84
shares
|
$16,751
0.0% of portfolio
|
Q2 2025
Reduced 74.47%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
83
shares
|
$16,551
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
78
shares
|
$15,554
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
75
shares
|
$14,956
0.01% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
72
shares
|
$14,358
0.0% of portfolio
|
Q4 2017
Closed
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
72
shares
|
$14,358
0.0% of portfolio
|
Q1 2024
Added 1340.0%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
66
shares
|
$13,161
0.0% of portfolio
|
Q1 2024
Reduced 93.19%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
62
shares
|
$12,364
0.0% of portfolio
|
Q1 2024
Reduced 39.22%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
60
shares
|
$11,965
0.0% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
59
shares
|
$11,765
0.0% of portfolio
|
Q4 2022
Added 268.75%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
54
shares
|
$10,768
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
50
shares
|
$9,971
0.0% of portfolio
|
Q3 2024
Reduced 62.12%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
50
shares
|
$9,971
0.0% of portfolio
|
Q2 2024
Reduced 78.07%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
50
shares
|
$9,971
0.0% of portfolio
|
Q4 2023
Reduced 43.18%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
49
shares
|
$9,771
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
49
shares
|
$9,771
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
46
shares
|
$9,173
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
46
shares
|
$9,173
0.01% of portfolio
|
Q3 2022
Reduced 10.87%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
46
shares
|
$9,173
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
45
shares
|
$8,973
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
44
shares
|
$8,774
0.0% of portfolio
|
Q1 2025
Reduced 31.25%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
41
shares
|
$8,176
0.0% of portfolio
|
Q4 2023
New holding
|