Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 969 institutions that hold shares in the stock, with a total of 31.1 Million shares, which have been reported (via 13F filing form) to have a value of $6.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
200
shares
|
$41,188
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
200
shares
|
$41,188
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
200
shares
|
$41,188
0.0% of portfolio
|
Q3 2025
Added 233.33%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
191
shares
|
$39,334
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
190
shares
|
$39,128
0.01% of portfolio
|
Q2 2025
Added 265.38%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Nov 10, 2025 Q3 2025 |
186
shares
|
$38,304
0.02% of portfolio
|
Q2 2025
Reduced 24.39%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
184
shares
|
$37,892
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
182
shares
|
$37,481
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Nov 04, 2025 Q3 2025 |
180
shares
|
$37,069
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
169
shares
|
$34,803
0.0% of portfolio
|
Q3 2025
Added 37.4%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
160
shares
|
$32,950
0.02% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
160
shares
|
$32,950
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
150
shares
|
$30,891
0.0% of portfolio
|
Q1 2025
Reduced 48.28%
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
150
shares
|
$30,891
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
150
shares
|
$30,891
0.0% of portfolio
|
Q2 2025
Reduced 40.0%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
150
shares
|
$30,891
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
142
shares
|
$29,243
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
133
shares
|
$27,390
0.01% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
132
shares
|
$27,184
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Nov 06, 2025 Q3 2025 |
126
shares
|
$25,948
0.02% of portfolio
|
Q3 2025
Reduced 99.53%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
125
shares
|
$25,742
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
125
shares
|
$25,742
0.01% of portfolio
|
Q2 2025
Added 150.0%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
123
shares
|
$25,330
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
123
shares
|
$25,330
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
115
shares
|
$23,683
0.01% of portfolio
|
Q4 2023
Reduced 46.51%
|